TMP · Tompkins Financial Corp · Shareholders & Ownership

$100.14 -0.15 (-0.15%) At close · Nov 12

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.44B

14.35M

Volume · Nov 12 81.15K Avg daily vol (3M) 108.98K

Every disclosed holder of TMP 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 TMP

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)	227	10,386,124	72.37%	Yes
Insiders (Forms 3, 4, 5)	22	393,865	2.74%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,570,460	24.88%	Rest
Registered funds (N-PORT, not summed)	233	5,186,067	36.14%	No

Shares outstanding: 14,350,449, 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 TMP

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	2,049,724	14.28%	+47,391	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	762,720	5.32%	+5,519	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	359,375	2.50%	+24,094	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	130,734	0.91%	+14,143	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	108,841	0.76%	-15,201	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · Aug 31, 2026 BlackRock Funds, not summed	34,997	0.24%	-823	Aug 31, 2026	BlackRock Funds, not summed
2	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	1,230,495	8.57%	+22,640	Sep 30, 2026
2.1	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	116,631	0.81%	+300	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.2	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	85,012	0.59%	+8,998	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.3	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	64,776	0.45%	-1,012	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	4,781	0.03%	+200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
2.5	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	2,614	0.02%	+40	Jun 30, 2026	SPDR SERIES TRUST, not summed
3	TOMPKINS FINANCIAL CORP 13F CIK 1005817 · Bank · Sep 30, 2026	1,104,591	7.70%	-12,728	Sep 30, 2026
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	767,435	5.35%	+13,436	Jun 30, 2026	carried, not yet filed for the newest quarter
5	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	635,067	4.43%	+27,572	Sep 30, 2026
5.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	98,585	0.69%	+2,370	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	86,483	0.60%	+5,191	Jul 31, 2026	Dimensional ETF Trust, not summed
5.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	62,099	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	53,187	0.37%	+166	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	47,187	0.33%	+222	Jul 31, 2026	Dimensional ETF Trust, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	570,388	3.97%	+4,451	Jun 30, 2026	carried, not yet filed for the newest quarter
7	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Sep 30, 2026	498,299	3.47%	+85,685	Sep 30, 2026
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	411,363	2.87%	+1,054	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	390,543	2.72%	+84,838	Aug 31, 2026	American Century ETF Trust, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	375,231	2.61%	+4,689	Sep 30, 2026
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	296,578	2.07%	-3,302	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Invesco Ltd. 13F CIK 914208 · Investment adviser · Sep 30, 2026	188,233	1.31%	+97,508	Sep 30, 2026
12.1	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	57,389	0.40%	+8,556	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12.2	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	17,803	0.12%	—	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
12.3	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	7,693	0.05%	—	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
12.4	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	7,084	0.05%	-337	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	5,609	0.04%	-277	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	188,057	1.31%	-2,518	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	166,711	1.16%	-480	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	6	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
15	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	146,925	1.02%	+9,762	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,967	0.05%	+605	Jun 30, 2026	Northern Funds, not summed
15.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,839	0.03%	+182	Jul 31, 2026	FlexShares Trust, not summed
15.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,469	0.01%	-62	Jun 30, 2026	Northern Funds, not summed
16	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	145,671	1.02%	+4,167	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	SPAIN MICHAEL H Insider CIK 1124188 · Jan 15, 2026 Director, issuer-wide	139,414	0.97%	-40,485	Jan 15, 2026	Director, issuer-wide
18	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	138,848	0.97%	+25,278	Jun 30, 2026	carried, not yet filed for the newest quarter
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	129,450	0.90%	+3,299	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	60,377	0.42%	-526	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	33,568	0.23%	+3,998	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	8,504	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	7,606	0.05%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	121,870	0.85%	+636	Sep 30, 2026
21	Cornell Pochily Investment Advisors, Inc. 13F CIK 1736260 · Registered investment adviser · Sep 30, 2026	114,990	0.80%	-2,952	Sep 30, 2026
22	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Sep 30, 2026	107,578	0.75%	+32,521	Sep 30, 2026
22.1	ProShares Russell 2000 Dividend Growers ETF Fund S000047885 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	76,912	0.54%	-6,251	Aug 31, 2026	ProShares Trust, not summed
22.2	ProShares Russell 2000 High Income ETF Fund S000087688 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	788	0.01%	+153	Aug 31, 2026	ProShares Trust, not summed
22.3	ProShares UltraPro Russell2000 Fund S000024921 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	561	0.00%	+59	Aug 31, 2026	ProShares Trust, not summed
22.4	ProShares Ultra Russell2000 Fund S000014248 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	434	0.00%	-62	Aug 31, 2026	ProShares Trust, not summed
22.5	ProShares Ultra SmallCap600 Fund S000014259 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	151	0.00%	0	Aug 31, 2026	ProShares Trust, not summed
23	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	97,778	0.68%	+22,203	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,245	0.01%	—	Jun 30, 2026	AQR Funds, not summed
24	ROMAINE STEPHEN S Insider CIK 1201525 · Nov 9, 2026 Director, President & CEO, issuer-wide	90,326	0.63%	+2,357	Nov 9, 2026	Director, President & CEO, issuer-wide
25	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	84,593	0.59%	+3,446	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	79,034	0.55%	+9,733	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
27	Hillsdale Investment Management Inc. 13F CIK 1368465 · Registered investment adviser · Sep 30, 2026	78,400	0.55%	-16,000	Sep 30, 2026
28	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	71,584	0.50%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
29	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	61,212	0.43%	+19	Sep 30, 2026
29.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	9,325	0.07%	-599	Jul 31, 2026	Principal Funds, Inc, not summed
29.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	900	0.01%	+464	Jul 31, 2026	Principal Funds, Inc, not summed
30	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	59,931	0.42%	-32,479	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	8,120	0.06%	+3,080	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
30.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	3,249	0.02%	+890	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
31	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	59,626	0.42%	+2,576	Jun 30, 2026	carried, not yet filed for the newest quarter
32	JOHN G ULLMAN & ASSOCIATES INC 13F CIK 919530 · Unknown · Sep 30, 2026	56,107	0.39%	-11,825	Sep 30, 2026
33	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Sep 30, 2026	50,622	0.35%	-4,631	Sep 30, 2026
33.1	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	36,916	0.26%	+1,695	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
33.2	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	10,114	0.07%	-976	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
33.3	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	1,750	0.01%	+36	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
34	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	49,109	0.34%	+24,515	Jun 30, 2026	carried, not yet filed for the newest quarter
35	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Sep 30, 2026	47,146	0.33%	+22,723	Sep 30, 2026
36	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · Aug 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	45,584	0.32%	+1,965	Aug 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
37	UBS Group AG 13F CIK 1610520 · Bank · Sep 30, 2026	45,212	0.32%	-2,161	Sep 30, 2026
38	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Sep 30, 2026	43,640	0.30%	+294	Sep 30, 2026
39	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Sep 30, 2026	41,041	0.29%	-330	Sep 30, 2026
40	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13F CIK 1632972 · Unknown · Sep 30, 2026	39,056	0.27%	+11,677	Sep 30, 2026
41	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Sep 30, 2026	36,400	0.25%	0	Sep 30, 2026
42	Rhino Investment Partners, Inc 13F CIK 1828776 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	36,042	0.25%	-130,899	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Nuveen, LLC 13F CIK 1871926 · Unknown · Sep 30, 2026	35,126	0.24%	+3,602	Sep 30, 2026
43.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	18,142	0.13%	+993	Jul 31, 2026	TIAA-CREF Funds, not summed
43.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	11,323	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
43.3	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	229	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
43.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	131	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
44	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Sep 30, 2026	32,802	0.23%	+5	Sep 30, 2026
45	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,574	0.23%	+21,428	Jun 30, 2026	carried, not yet filed for the newest quarter
46	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	29,238	0.20%	+5,155	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	5,023	0.04%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
46.2	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	2,082	0.01%	+418	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
47	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	27,703	0.19%	-1,360	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND Fund S000030019 · Registered fund · Aug 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	27,090	0.19%	-618	Aug 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
49	WEDGE CAPITAL MANAGEMENT L L P/NC 13F CIK 1015308 · Unknown · Sep 30, 2026	26,851	0.19%	-104	Sep 30, 2026
50	Cardinal Capital Management 13F CIK 1434845 · Registered investment adviser · Sep 30, 2026	26,595	0.19%	+1,507	Sep 30, 2026

39 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.

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Key facts CIK 1005817 CUSIP 890110109 13F (30d) 154 filings 141 filers Visit website Investor relations