SBH · Sally Beauty Holdings, Inc. · Shareholders & Ownership

$16.60 -0.45 (-2.64%) At close · Oct 21

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.60B

93.62M

Volume · Oct 21 1.21M Avg daily vol (3M) 1.35M

Every disclosed holder of SBH 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 SBH

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

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	253	103,196,172	110.23%	Yes
Insiders (Forms 3, 4, 5)	16	1,364,747	1.46%	Yes
13D/G-only blocks	3	18,665,877	19.94%	Yes
Remaining	—	29,604,504	-31.62%	Negative
Registered funds (N-PORT, not summed)	288	50,724,616	54.18%	No

Shares outstanding: 93,622,292, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 SBH

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	15,783,038	16.86%	+605,587	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	5,749,324	6.14%	-70,987	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,563,128	2.74%	+114,483	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	911,543	0.97%	+58,077	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	821,332	0.88%	-125,886	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	181,764	0.19%	+23,243	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	SCHRODER INVESTMENT MANAGEMENT GROUP 13G CIK 1086619 · Registered investment adviser · Dec 31, 2025 Rule 13d-1(b), qualified institution	8,442,182	9.02%	+4,445,190	Dec 31, 2025	Rule 13d-1(b), qualified institution
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,428,015	6.87%	+129,870	Jun 30, 2026	carried, not yet filed for the newest quarter
4	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,103,240	6.52%	+656,007	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.1	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,054,462	6.47%	+182,483	Jun 30, 2026	carried, not yet filed for the newest quarter
4.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,279,552	1.37%	+52,140	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	805,793	0.86%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	709,667	0.76%	+5,302	Jul 31, 2026	Dimensional ETF Trust, not summed
4.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	556,484	0.59%	+30,519	Jul 31, 2026	Dimensional ETF Trust, not summed
5	Schroder Investment Management Limited 13G CIK 1105005 · Registered investment adviser · Dec 29, 2023 Rule 13d-1(b), qualified institution	5,472,490	5.85%	—	Dec 29, 2023	Rule 13d-1(b), qualified institution
6	ArrowMark Colorado Holdings LLC 13G CIK 1483859 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(b), qualified institution	4,751,205	5.07%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
7	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,457,727	4.76%	+578,332	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	114,500	0.12%	—	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,439,992	4.74%	+61,145	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	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	875,931	0.94%	+1,020	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	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	492,004	0.53%	-12,731	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S&P(R) Retail ETF Fund S000012322 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	393,752	0.42%	+184,276	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	34,448	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	25,242	0.03%	+240	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,243,510	4.53%	-18,861	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,759,581	4.02%	-93,098	Jun 30, 2026	carried, not yet filed for the newest quarter
11	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,735,366	3.99%	+103,344	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,062,519	1.13%	+81,883	Jul 31, 2026	Fidelity Salem Street Trust, not summed
11.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	985,776	1.05%	+99,144	Jun 30, 2026	Fidelity Covington Trust, not summed
11.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	501,688	0.54%	-1,823	May 31, 2026	Fidelity Concord Street Trust, not summed
11.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	436,900	0.47%	-3,773	May 31, 2026	Fidelity Rutland Square Trust II, not summed
11.5	Select Consumer Discretionary Portfolio Fund S000007454 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	246,539	0.26%	-72,200	May 31, 2026	Fidelity Select Portfolios, not summed
12	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,371,070	3.60%	+535,455	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,313,531	3.54%	+252,822	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	555,350	0.59%	+14,350	Jun 30, 2026	Victory Portfolios, not summed
13.2	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	359,162	0.38%	+134,424	Jun 30, 2026	Victory Portfolios II, not summed
13.3	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	152,927	0.16%	-7,073	Jun 30, 2026	Victory Portfolios, not summed
13.4	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	89,700	0.10%	+3,277	Jul 31, 2026	Victory Portfolios III, not summed
13.5	Victory Integrity Discovery Fund Fund S000046401 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	37,000	0.04%	+8,400	Jun 30, 2026	Victory Portfolios, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,257,918	3.48%	+718,455	Jun 30, 2026	carried, not yet filed for the newest quarter
15	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	3,213,008	3.43%	-92,978	Sep 30, 2026
15.1	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	1,370,971	1.46%	-63,143	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
15.2	Wasatch Long/Short Alpha Fund Fund S000073482 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	38,737	0.04%	-7,898	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
16	Ranmore Fund Management Ltd 13F CIK 2055400 · Unknown · Sep 30, 2026	3,151,000	3.37%	+155,146	Sep 30, 2026
17	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,048,501	3.26%	-32,800	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,933,962	3.13%	+177,411	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	2,580,868	2.76%	+513,604	May 31, 2026	American Century ETF Trust, not summed
20	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,452,890	2.62%	-1,164,535	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	122,571	0.13%	+89,735	Jul 31, 2026	Goldman Sachs Trust, not summed
20.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	95,491	0.10%	+1,270	May 31, 2026	Goldman Sachs ETF Trust, not summed
20.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	54,353	0.06%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
20.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	21,942	0.02%	+16,417	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
21	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,185,930	2.33%	-52,115	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,023,476	2.16%	-408,804	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	936,201	1.00%	-275,088	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	467,357	0.50%	-9,469	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	234,564	0.25%	+16,705	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	205,407	0.22%	-44,036	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.5	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	201,481	0.22%	+22,567	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,583,616	1.69%	-56,047	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	41	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
24	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,403,200	1.50%	-3,732	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,386,070	1.48%	-38,660	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,340,691	1.43%	+185,378	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	580,148	0.62%	+249,019	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26.2	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	276,281	0.30%	+10,446	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
26.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	245,279	0.26%	-53,943	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26.4	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	79,489	0.08%	+1,369	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26.5	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	55,565	0.06%	+1,860	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
27	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,153,626	1.23%	+602,094	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,105,921	1.18%	+44,649	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	49,352	0.05%	+4,256	Jun 30, 2026	Northern Funds, not summed
28.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	17,112	0.02%	-487	Jun 30, 2026	Northern Funds, not summed
28.3	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,212	0.02%	0	Jun 30, 2026	Northern Funds, not summed
28.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	11,376	0.01%	-4,794	Jul 31, 2026	FlexShares Trust, not summed
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,095,743	1.17%	+14,805	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	996,900	1.06%	+18,412	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	327,448	0.35%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
30.2	Small-Cap Value Fund Fund S000004427 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	169,917	0.18%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
31	CSM Advisors, LLC 13F CIK 1863523 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	836,675	0.89%	+155,028	Jun 30, 2026	carried, not yet filed for the newest quarter
32	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	806,050	0.86%	-7,201	Jun 30, 2026	carried, not yet filed for the newest quarter
33	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	788,145	0.84%	+42,467	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Cambria Investment Management, L.P. 13F CIK 1529389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	698,098	0.75%	+678,407	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Cambria Shareholder Yield ETF Fund S000037634 · Registered fund · Jul 31, 2026 Cambria ETF Trust, not summed	684,868	0.73%	—	Jul 31, 2026	Cambria ETF Trust, not summed
34.2	Cambria Micro and SmallCap Shareholder Yield ETF Fund S000083494 · Registered fund · Jul 31, 2026 Cambria ETF Trust, not summed	22,857	0.02%	+3,166	Jul 31, 2026	Cambria ETF Trust, not summed
35	1290 VT GAMCO Small Company Value Portfolio Fund S000009151 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	672,000	0.72%	0	Jun 30, 2026	EQ Advisors Trust, not summed
36	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	661,006	0.71%	-1,691	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	633,915	0.68%	+2,547	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	621,945	0.66%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
39	Paulonis Denise Insider CIK 1683382 · Nov 15, 2025 Chief Financial Officer, issuer-wide	607,103	0.65%	+240,238	Nov 15, 2025	Chief Financial Officer, issuer-wide
40	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	597,875	0.64%	+453	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	135,192	0.14%	+9,558	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
40.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	70,295	0.08%	-5,957	Jul 31, 2026	Principal Funds, Inc, not summed
40.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	6,456	0.01%	+3,210	Jul 31, 2026	Principal Funds, Inc, not summed
41	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	587,140	0.63%	+2,168	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Pacer US Small Cap Cash Cows 100 ETF Fund S000055468 · Registered fund · Jul 31, 2026 Pacer Funds Trust, not summed	581,402	0.62%	-1,402	Jul 31, 2026	Pacer Funds Trust, not summed
43	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	568,598	0.61%	-749,749	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Access Investment Management LLC 13F CIK 2010477 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	566,724	0.61%	+2,869	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Hillsdale Investment Management Inc. 13F CIK 1368465 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	565,476	0.60%	+75,300	Jun 30, 2026	carried, not yet filed for the newest quarter
46	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	554,346	0.59%	-181,119	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	513,695	0.55%	+32,572	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	499,535	0.53%	+18,412	Jun 30, 2026	EA Series Trust, not summed
47.2	Sequoia Global Value ETF Fund S000082843 · Registered fund · May 29, 2026 EA Series Trust, not summed	14,180	0.02%	—	May 29, 2026	EA Series Trust, not summed
48	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	509,879	0.54%	+18,296	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
49	Applied Finance Explorer Fund Fund S000049148 · Registered fund · Jul 31, 2026 World Funds Trust, not summed	507,102	0.54%	+30,657	Jul 31, 2026	World Funds Trust, not summed
50	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	501,969	0.54%	+12,616	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	144,812	0.15%	-10,379	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
50.2	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	138	0.00%	+8	Jun 30, 2026	Columbia ETF Trust I, not summed

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

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Key facts CIK 1368458 CUSIP 79546E104 13F (30d) 29 filings 29 filers Visit website Investor relations