RNST · Renasant Corp · Shareholders & Ownership

$40.31 -0.03 (-0.07%) At close · Oct 21

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.69B

91.40M

Volume · Oct 21 772.5K Avg daily vol (3M) 630.62K

Every disclosed holder of RNST in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns RNST

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	303	82,820,064	90.61%	Yes
Insiders (Forms 3, 4, 5)	25	1,693,550	1.85%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	6,890,851	7.54%	Rest
Registered funds (N-PORT, not summed)	286	46,977,048	51.39%	No

Shares outstanding: 91,404,465, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of RNST

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	13,321,187	14.57%	-305,111	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,550,734	6.07%	-136,300	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,250,801	2.46%	-1,341	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	817,276	0.89%	+4,326	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	793,610	0.87%	-67,041	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	151,889	0.17%	-2,586	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,779,920	6.32%	+1,453,908	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,779,920	6.32%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,778,684	6.32%	-31,917	Jun 30, 2026	carried, not yet filed for the newest quarter
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,408,267	5.92%	+79,595	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,201,207	1.31%	+26,901	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	626,574	0.69%	-6,874	Jul 31, 2026	Dimensional ETF Trust, not summed
4.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	616,805	0.67%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	494,156	0.54%	+23,848	Jul 31, 2026	Dimensional ETF Trust, not summed
4.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	403,162	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,139,537	5.62%	+285,562	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,002,925	1.10%	+165,163	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	843,671	0.92%	-12,601	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	480,458	0.53%	-15,115	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	329,043	0.36%	-22,268	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	69,630	0.08%	-1,797	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,149,243	4.54%	-102,429	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,932,107	3.21%	-102,722	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,889,528	3.16%	+273,095	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	2,493,940	2.73%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
8.2	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	115,669	0.13%	+3,222	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	92,427	0.10%	-20,506	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	44,223	0.05%	+4,147	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
8.5	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	42,914	0.05%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
9	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,715,878	2.97%	-338,629	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,770,000	1.94%	-195,000	Jun 30, 2026	Victory Portfolios, not summed
9.2	Victory RS Partners Fund Fund S000053561 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	266,060	0.29%	+17,000	Jun 30, 2026	Victory Portfolios, not summed
9.3	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	36,580	0.04%	-1,340	Jul 31, 2026	Victory Portfolios III, not summed
9.4	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	10,452	0.01%	-104	Jul 31, 2026	Victory Portfolios III, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,408,579	2.64%	+98,218	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,117,776	2.32%	-64,025	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,047,754	2.24%	+786,594	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	708,100	0.77%	-30,700	Jul 31, 2026	Principal Funds, Inc, not summed
12.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	67,984	0.07%	-6,403	Jul 31, 2026	Principal Funds, Inc, not summed
12.3	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	64,300	0.07%	+35,500	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
12.4	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	6,295	0.01%	+3,214	Jul 31, 2026	Principal Funds, Inc, not summed
13	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,778,953	1.95%	+76,240	Jun 30, 2026	carried, not yet filed for the newest quarter
14	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,725,063	1.89%	-85,044	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	1,395,004	1.53%	-91,574	May 29, 2026	Delaware Group Equity Funds V, not summed
15	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,689,571	1.85%	-288,976	Jun 30, 2026	carried, not yet filed for the newest quarter
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,613,420	1.77%	+116,905	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	300,078	0.33%	+4,612	May 31, 2026	Goldman Sachs Trust, not summed
16.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	163,148	0.18%	+16,882	Jul 31, 2026	Goldman Sachs Trust, not summed
16.3	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	79,131	0.09%	+24,408	May 31, 2026	Goldman Sachs ETF Trust, not summed
16.4	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	73,204	0.08%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
16.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	48,258	0.05%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
17	Channing Capital Management, LLC 13F CIK 1302404 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,512,557	1.65%	-654,347	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	CHANNING INTRINSIC VALUE SMALL-CAP FUND Fund S000071821 · Registered fund · Jul 31, 2026 Valued Advisers Trust, not summed	4,408	0.00%	-2,350	Jul 31, 2026	Valued Advisers Trust, not summed
18	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,372,549	1.50%	-27,055	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,340,504	1.47%	-49,042	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,138,049	1.25%	-439,163	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	798,194	0.87%	-304,821	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
21	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,114,752	1.22%	+776,851	Jun 30, 2026	carried, not yet filed for the newest quarter
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,101,966	1.21%	-9,195	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	454,767	0.50%	-6,033	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	230,416	0.25%	+23,765	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	158,733	0.17%	-17,471	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	57,166	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	56,553	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,057,689	1.16%	+3,319	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,053,914	1.15%	+74,580	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	47,823	0.05%	+4,450	Jun 30, 2026	Northern Funds, not summed
24.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	15,958	0.02%	+12,724	Jul 31, 2026	FlexShares Trust, not summed
24.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,395	0.01%	-297	Jun 30, 2026	Northern Funds, not summed
25	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,028,702	1.13%	+607,441	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	810,683	0.89%	+4,458	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,492	0.00%	+123	Jul 31, 2026	BNY Mellon ETF Trust, not summed
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	801,791	0.88%	+123,133	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	53	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
28	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	787,537	0.86%	-1,917	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	386,355	0.42%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
28.2	John Hancock Multifactor Small Cap ETF Fund S000059464 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	24,418	0.03%	-1,982	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
29	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	772,965	0.85%	-207,855	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	361,747	0.40%	-5,823	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
30	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	760,974	0.83%	+228,610	Sep 30, 2026
31	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	723,840	0.79%	-149,379	Jun 30, 2026	carried, not yet filed for the newest quarter
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	697,619	0.76%	-150,072	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	613,847	0.67%	-694	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	590,229	0.65%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
35	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	548,211	0.60%	+25,341	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	197,680	0.22%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
36	American Beacon Small Cap Value Fund Fund S000001818 · Registered fund · Jul 31, 2026 AMERICAN BEACON FUNDS, not summed	546,779	0.60%	-164,113	Jul 31, 2026	AMERICAN BEACON FUNDS, not summed
37	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	506,643	0.55%	+44,354	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	484,551	0.53%	+17,188	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
39	WESTWOOD QUALITY SMALLCAP FUND Fund S000072842 · Registered fund · Jul 31, 2026 Ultimus Managers Trust, not summed	415,698	0.45%	-31,506	Jul 31, 2026	Ultimus Managers Trust, not summed
40	PGIM Jennison Small Company Fund Fund S000004629 · Registered fund · Jun 30, 2026 Prudential Jennison Small Co Fund, Inc., not summed	414,596	0.45%	-26,934	Jun 30, 2026	Prudential Jennison Small Co Fund, Inc., not summed
41	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	374,868	0.41%	+7,598	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
42	VANGUARD EXPLORER VALUE FUND Fund S000028087 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	363,942	0.40%	+10,687	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
43	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	353,798	0.39%	+25,341	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	350,531	0.38%	+25,341	Jun 30, 2026	EA Series Trust, not summed
43.2	Strive Small-Cap ETF Fund S000078019 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	3,267	0.00%	+60	Jun 30, 2026	EA Series Trust, not summed
44	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	349,777	0.38%	-18,278	Jun 30, 2026	carried, not yet filed for the newest quarter
45	PALISADE CAPITAL MANAGEMENT, LP 13F CIK 1009006 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	339,896	0.37%	-433,941	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	327,321	0.36%	+1,871	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
47	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	318,000	0.35%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	316,980	0.35%	-21,559	Jun 30, 2026	carried, not yet filed for the newest quarter
49	John Hancock Financial Opportunities Fund Fund · Registered fund · Jun 30, 2026 John Hancock Financial Opportunities Fund, not summed	310,405	0.34%	—	Jun 30, 2026	John Hancock Financial Opportunities Fund, not summed
50	Curi Capital, LLC 13F CIK 1332905 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	267,445	0.29%	-39,815	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	RMB Mendon Financial Services Fund Fund S000002998 · Registered fund · Jun 30, 2026 RMB Investors Trust, not summed	260,000	0.28%	-40,000	Jun 30, 2026	RMB Investors Trust, not summed

43 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 454 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 715072 CUSIP 75970E107 13F (30d) 43 filings 43 filers Visit website Investor relations