TNC · Tennant Co · Shareholders & Ownership

$65.60 -0.66 (-1.00%) At close · Oct 26

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.15B

17.05M

Volume · Oct 26 175.7K Avg daily vol (3M) 194.95K

Every disclosed holder of TNC 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 TNC

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)	242	18,230,268	106.93%	Yes
Insiders (Forms 3, 4, 5)	17	427,616	2.51%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,608,581	-9.43%	Negative
Registered funds (N-PORT, not summed)	280	10,350,496	60.71%	No

Shares outstanding: 17,049,303, 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 TNC

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	2,698,829	15.83%	-27,123	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	1,026,762	6.02%	-60,542	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	465,883	2.73%	+24,223	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	168,624	0.99%	+13,679	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	83,295	0.49%	-17,611	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	66,131	0.39%	-1,563	Jun 30, 2026	iShares Trust, not summed
2	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,216,305	7.13%	+1,178,547	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	ALLIANCEBERNSTEIN L.P. 13G CIK 1109448 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,216,305	7.13%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	279,771	1.64%	-7,457	Jun 30, 2026	AB TRUST, not summed
2.3	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	85,216	0.50%	—	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
2.4	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	62,218	0.36%	-6,313	Jun 30, 2026	AB CAP FUND, INC., not summed
2.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	2,860	0.02%	—	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,182,875	6.94%	-6,152	Jun 30, 2026	carried, not yet filed for the newest quarter
4	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	982,418	5.76%	+293,705	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	982,417	5.76%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	500,631	2.94%	-672	Jul 31, 2026	Fidelity Puritan Trust, not summed
4.3	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	196,189	1.15%	+16,838	Jul 31, 2026	Fidelity Salem Street Trust, not summed
4.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	120,394	0.71%	+116,214	May 31, 2026	Fidelity Rutland Square Trust II, not summed
4.5	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	114,300	0.67%	—	May 31, 2026	Fidelity Rutland Square Trust II, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	767,007	4.50%	-49,608	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	711,400	4.17%	+12,001	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	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	156,571	0.92%	-8,824	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	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	49,688	0.29%	-6,183	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	42,545	0.25%	+1,382	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	9,634	0.06%	-2	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	6,424	0.04%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	MAIRS & POWER INC 13F CIK 1070134 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	681,800	4.00%	-121,664	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Mairs & Power Fund Fund S000076014 · Registered fund · Jun 30, 2026 Trust for Professional Managers, not summed	386,664	2.27%	-5,000	Jun 30, 2026	Trust for Professional Managers, not summed
7.2	Mairs & Power Small Cap Fund Fund S000076012 · Registered fund · Jun 30, 2026 Trust for Professional Managers, not summed	31,537	0.19%	-17,037	Jun 30, 2026	Trust for Professional Managers, not summed
7.3	Mairs & Power Balanced Fund Fund S000076013 · Registered fund · Jun 30, 2026 Trust for Professional Managers, not summed	13,750	0.08%	-7,000	Jun 30, 2026	Trust for Professional Managers, not summed
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	661,114	3.88%	+26,956	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	84,922	0.50%	+9,650	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	81,575	0.48%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	68,988	0.40%	+9,882	Jul 31, 2026	Dimensional ETF Trust, not summed
8.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	64,983	0.38%	+797	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	58,827	0.35%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
9	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	541,413	3.18%	-44,112	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	539,731	3.17%	-42,546	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	1290 VT GAMCO Small Company Value Portfolio Fund S000009151 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	526,700	3.09%	0	Jun 30, 2026	EQ Advisors Trust, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	474,583	2.78%	+10,436	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	432,853	2.54%	-34,909	May 31, 2026	American Century ETF Trust, not summed
14	Vision One Management Partners, LP 13F CIK 1979969 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	391,593	2.30%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	390,447	2.29%	-21,579	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	Simcoe Capital Management, LLC 13F CIK 1633362 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	383,000	2.25%	+10,050	Jun 30, 2026	carried, not yet filed for the newest quarter
17	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	367,684	2.16%	-75,550	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Brown Advisory Small-Cap Fundamental Value Fund Fund S000038484 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	169,565	0.99%	-39,427	Jun 30, 2026	Brown Advisory Funds, not summed
17.2	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	13,842	0.08%	-992	Jun 30, 2026	Brown Advisory Funds, not summed
18	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	326,275	1.91%	-6,912	Jun 30, 2026	carried, not yet filed for the newest quarter
19	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	273,497	1.60%	-10,562	Jun 30, 2026	carried, not yet filed for the newest quarter
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	251,576	1.48%	-3,645	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	87,437	0.51%	+44	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	65,254	0.38%	-15,696	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	43,374	0.25%	+3,632	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	18,793	0.11%	+1,468	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	10,652	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	245,049	1.44%	+121,467	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	5	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
22	NEEDHAM INVESTMENT MANAGEMENT LLC 13F CIK 1167212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	242,500	1.42%	+13,500	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Needham Aggressive Growth Fund Fund S000003815 · Registered fund · Jun 30, 2026 Needham Funds Inc, not summed	155,000	0.91%	+15,000	Jun 30, 2026	Needham Funds Inc, not summed
22.2	Needham Small Cap Growth Fund Fund S000003816 · Registered fund · Jun 30, 2026 Needham Funds Inc, not summed	37,500	0.22%	0	Jun 30, 2026	Needham Funds Inc, not summed
22.3	Needham Growth Fund Fund S000003649 · Registered fund · Jun 30, 2026 Needham Funds Inc, not summed	17,500	0.10%	0	Jun 30, 2026	Needham Funds Inc, not summed
23	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	241,000	1.41%	+181,000	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	94,563	0.55%	+89,416	Jun 30, 2026	ROYCE FUND, not summed
24	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 13F CIK 1367401 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	226,724	1.33%	+3,655	Jun 30, 2026	carried, not yet filed for the newest quarter
25	P2 Capital Partners, LLC 13F CIK 1406313 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	225,255	1.32%	-78,952	Jun 30, 2026	carried, not yet filed for the newest quarter
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	207,319	1.22%	+8,091	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,087	0.05%	+879	Jun 30, 2026	Northern Funds, not summed
26.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,442	0.01%	-69	Jun 30, 2026	Northern Funds, not summed
26.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,530	0.01%	+72	Jul 31, 2026	FlexShares Trust, not summed
27	River Road Asset Management, LLC 13F CIK 1341401 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	203,677	1.19%	-66,561	Jun 30, 2026	carried, not yet filed for the newest quarter
28	GABELLI FUNDS LLC 13F CIK 1081407 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	201,700	1.18%	+2,000	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	The Gabelli Small Cap Growth Fund Fund S000001062 · Registered fund · Jun 30, 2026 Gabelli Equity Series Funds Inc, not summed	166,000	0.97%	0	Jun 30, 2026	Gabelli Equity Series Funds Inc, not summed
28.2	Keeley Small Cap Fund Fund S000001085 · Registered fund · Jun 30, 2026 Teton Westwood Funds, not summed	22,000	0.13%	+2,000	Jun 30, 2026	Teton Westwood Funds, not summed
28.3	The Gabelli Global Rising Income and Dividend Fund Fund S000001064 · Registered fund · Jun 30, 2026 GAMCO Global Series Funds, Inc, not summed	3,000	0.02%	0	Jun 30, 2026	GAMCO Global Series Funds, Inc, not summed
29	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	198,668	1.17%	+16,660	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	195,916	1.15%	-5,872	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	Invenomic Capital Management LP 13F CIK 1769456 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	182,387	1.07%	-167,005	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Invenomic Fund Fund S000057713 · Registered fund · Jul 31, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	66,652	0.39%	-72,116	Jul 31, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
32	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	157,104	0.92%	-13,962	Sep 30, 2026
33	Lightrock Netherlands B.V. 13F CIK 2041485 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	153,598	0.90%	-172	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Huml David W. Insider CIK 1624242 · Mar 6, 2026 Director, PRESIDENT AND CEO, issuer-wide	138,559	0.81%	0	Mar 6, 2026	Director, PRESIDENT AND CEO, issuer-wide
35	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	132,857	0.78%	+100,801	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	137,425	0.81%	+88,564	Jul 31, 2026	First Eagle Funds, not summed
36	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	129,255	0.76%	-117,687	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	126,911	0.74%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
38	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	123,770	0.73%	—	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
39	Kopion Asset Management, LLC 13F CIK 1728689 · Registered investment adviser · Sep 30, 2026	121,980	0.72%	+22,102	Sep 30, 2026
40	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	121,335	0.71%	+650	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	30,000	0.18%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
41	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	115,152	0.68%	0	Jun 30, 2026	Bridge Builder Trust, not summed
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	113,789	0.67%	-6,303	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	112,114	0.66%	-118,363	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
44	AMG River Road Small Cap Value Fund Fund S000001130 · Registered fund · Jul 31, 2026 AMG Funds IV, not summed	112,092	0.66%	-41,297	Jul 31, 2026	AMG Funds IV, not summed
45	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	98,862	0.58%	+8,262	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	27,048	0.16%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
45.2	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	12,214	0.07%	—	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
45.3	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	6,459	0.04%	0	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
45.4	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	1,148	0.01%	+221	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
46	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	96,373	0.57%	-5,428	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
47	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	93,097	0.55%	+1,633	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
48	CRAWFORD INVESTMENT COUNSEL INC 13F CIK 837592 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	87,358	0.51%	+70,368	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	CRAWFORD SMALL CAP DIVIDEND FUND Fund S000038330 · Registered fund · Jun 30, 2026 Unified Series Trust, not summed	50,908	0.30%	—	Jun 30, 2026	Unified Series Trust, not summed
49	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	82,368	0.48%	-5,720	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	20,362	0.12%	+2,198	Jul 31, 2026	Principal Funds, Inc, not summed
49.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	12,554	0.07%	-1,694	Jul 31, 2026	Principal Funds, Inc, not summed
50	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	78,710	0.46%	+78,710	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	ProShares Russell 2000 High Income ETF Fund S000087688 · Registered fund · May 31, 2026 ProShares Trust, not summed	853	0.01%	+53	May 31, 2026	ProShares Trust, not summed
50.2	ProShares UltraPro Russell2000 Fund S000024921 · Registered fund · May 31, 2026 ProShares Trust, not summed	673	0.00%	-466	May 31, 2026	ProShares Trust, not summed
50.3	ProShares Ultra Russell2000 Fund S000014248 · Registered fund · May 31, 2026 ProShares Trust, not summed	667	0.00%	-477	May 31, 2026	ProShares Trust, not summed
50.4	ProShares Ultra SmallCap600 Fund S000014259 · Registered fund · May 31, 2026 ProShares Trust, not summed	218	0.00%	+19	May 31, 2026	ProShares Trust, not summed
50.5	ProShares Hedge Replication ETF Fund S000031041 · Registered fund · May 31, 2026 ProShares Trust, not summed	17	0.00%	-2	May 31, 2026	ProShares Trust, not summed

53 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 97134 CUSIP 880345103 13F (30d) 42 filings 41 filers Visit website Investor relations