UFPT · Ufp Technologies Inc · Shareholders & Ownership

$297.04 +6.93 (+2.39%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.28B

7.75M

Volume · Oct 22 19.8K Avg daily vol (3M) 140.22K

Every disclosed holder of UFPT 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 UFPT

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)	288	9,266,360	119.63%	Yes
Insiders (Forms 3, 4, 5)	12	130,386	1.68%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,650,956	-21.31%	Negative
Registered funds (N-PORT, not summed)	279	4,533,121	58.52%	No

Shares outstanding: 7,745,790, 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 UFPT

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	1,141,410	14.74%	+44,227	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	466,229	6.02%	+3,435	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	198,169	2.56%	+14,362	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	70,386	0.91%	+8,884	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	69,521	0.90%	+2,870	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	13,799	0.18%	+1,189	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	578,770	7.47%	-108,669	Sep 30, 2026
2.1	Congress Small Cap Growth Fund Fund S000058028 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	215,000	2.78%	0	Jul 31, 2026	Professionally Managed Portfolios, not summed
2.2	Congress SMid Growth ETF Fund S000081384 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	46,829	0.60%	+408	Jul 31, 2026	Professionally Managed Portfolios, not summed
3	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	552,809	7.14%	-130,453	Sep 30, 2026
3.1	WASATCH ADVISORS LP 13G CIK 814133 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	552,809	7.14%	-130,453	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	Wasatch Small Cap Growth Fund Fund S000000887 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	139,559	1.80%	-13,570	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
3.3	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	123,341	1.59%	-19,838	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
3.4	Wasatch Micro Cap Fund Fund S000000885 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	33,611	0.43%	-23,612	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
3.5	Wasatch Micro Cap Value Fund Fund S000000886 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	31,688	0.41%	0	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
4	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	537,038	6.93%	+236,445	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	NEUBERGER BERMAN GROUP LLC 13G CIK 1465109 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	537,038	6.93%	+191,800	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	306,278	3.95%	+115,432	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
4.3	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	10,992	0.14%	—	May 31, 2026	Neuberger Berman ETF Trust, not summed
5	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	357,331	4.61%	+110,828	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	189,317	2.44%	+28,200	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
5.2	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	23,422	0.30%	+1,415	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
5.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	1,564	0.02%	+275	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
5.4	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	1,150	0.01%	+243	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
6	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	336,278	4.34%	+19,206	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	329,623	4.26%	+2,898	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	387,783	5.01%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	312,811	4.04%	+9,498	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	71,094	0.92%	+180	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	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	43,118	0.56%	+2,449	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF Fund S000012330 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	10,687	0.14%	-535	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	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	2,761	0.04%	+40	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	2,700	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	279,976	3.61%	+154,116	Jun 30, 2026	carried, not yet filed for the newest quarter
10	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	254,740	3.29%	+81,000	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	239,388	3.09%	+2,112	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	130,812	1.69%	-1,649	Jul 31, 2026	Thrivent Mutual Funds, not summed
11.2	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	43,156	0.56%	+167	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
11.3	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	9,917	0.13%	+1,017	Jul 31, 2026	Thrivent Mutual Funds, not summed
11.4	THRIVENT SMALL CAP GROWTH PORTFOLIO Fund S000061813 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	9,803	0.13%	+967	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
11.5	THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Fund S000001427 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	8,562	0.11%	+1,093	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	233,328	3.01%	+850	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	223,474	2.89%	-3,829	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	MFS New Discovery Fund Fund S000000765 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	87,878	1.13%	+6,940	May 31, 2026	MFS SERIES TRUST I, not summed
13.2	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	70,692	0.91%	+27,336	May 31, 2026	MFS SERIES TRUST XIII, not summed
13.3	MFS New Discovery Series Fund S000002680 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	31,681	0.41%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
13.4	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	1,228	0.02%	-65	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
13.5	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	424	0.01%	-48	Jul 31, 2026	MFS Series Trust XV, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	200,933	2.59%	+10,313	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	195,720	2.53%	+5,857	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	105,300	1.36%	+5,400	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
15.2	Allspring Special Global Small Cap Fund Fund S000029113 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	6,626	0.09%	-226	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	186,313	2.41%	+6,340	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	34,525	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	29,298	0.38%	+345	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	24,396	0.32%	-887	Jul 31, 2026	Dimensional ETF Trust, not summed
16.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	17,693	0.23%	+325	Jul 31, 2026	Dimensional ETF Trust, not summed
16.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	11,627	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	161,218	2.08%	+9,457	Jun 30, 2026	carried, not yet filed for the newest quarter
18	AltraVue Capital, LLC 13F CIK 1740837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	147,466	1.90%	-6,600	Jun 30, 2026	carried, not yet filed for the newest quarter
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	124,387	1.61%	-4,193	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	2	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
20	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	114,068	1.47%	+31,920	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	68,034	0.88%	+19,109	Jun 30, 2026	Putnam Funds Trust, not summed
20.2	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	1,036	0.01%	+385	Jun 30, 2026	Putnam Variable Trust, not summed
21	Annex Advisory Services, LLC 13F CIK 1542287 · Registered investment adviser · Sep 30, 2026	110,803	1.43%	-19,678	Sep 30, 2026
22	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	105,505	1.36%	-9,500	Jun 30, 2026	carried, not yet filed for the newest quarter
23	ASHFORD CAPITAL MANAGEMENT INC 13F CIK 897070 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	105,020	1.36%	-2,990	Jun 30, 2026	carried, not yet filed for the newest quarter
24	GENEVA CAPITAL MANAGEMENT LLC 13F CIK 1009232 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	103,038	1.33%	-28,135	Jun 30, 2026	carried, not yet filed for the newest quarter
25	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	98,347	1.27%	-11,444	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	91,260	1.18%	+4,860	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	3,859	0.05%	+433	Jun 30, 2026	Northern Funds, not summed
26.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,319	0.03%	-66	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	668	0.01%	+32	Jul 31, 2026	FlexShares Trust, not summed
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	88,755	1.15%	+2,997	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	88,417	1.14%	+31,183	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Boston Trust Walden Small Cap Fund Fund S000009927 · Registered fund · Jun 30, 2026 Boston Trust Walden Funds, not summed	86,734	1.12%	+1,618	Jun 30, 2026	Boston Trust Walden Funds, not summed
30	NEUMEIER POMA INVESTMENT COUNSEL LLC 13F CIK 1044936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	84,575	1.09%	+33,720	Jun 30, 2026	carried, not yet filed for the newest quarter
31	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	84,465	1.09%	-22,007	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Owls Nest Partners IA, LLC 13F CIK 1845806 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	74,731	0.96%	+74,731	Jun 30, 2026	carried, not yet filed for the newest quarter
33	De Lisle Partners LLP 13F CIK 2011184 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	74,302	0.96%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	73,279	0.95%	-1,490	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	37,076	0.48%	-436	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	18,533	0.24%	+2,009	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	4,962	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	4,843	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	68,136	0.88%	-11,043	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	62,890	0.81%	—	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
37	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	60,312	0.78%	+5,580	Jun 30, 2026	carried, not yet filed for the newest quarter
38	OSAIC HOLDINGS, INC. 13F CIK 1677044 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	58,522	0.76%	+516	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	55,500	0.72%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Impax Small Cap Fund Fund S000021459 · Registered fund · Jun 30, 2026 IMPAX FUNDS SERIES TRUST I, not summed	55,500	0.72%	0	Jun 30, 2026	IMPAX FUNDS SERIES TRUST I, not summed
41	DIAMOND HILL CAPITAL MANAGEMENT INC 13F CIK 1217541 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	55,176	0.71%	+14,070	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	DIAMOND HILL SMALL CAP FUND Fund S000003154 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	47,939	0.62%	+13,221	Jun 30, 2026	Diamond Hill Funds, not summed
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	55,000	0.71%	+1,832	Jun 30, 2026	carried, not yet filed for the newest quarter
43	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	53,550	0.69%	+1,344	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	15,566	0.20%	+1,062	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
43.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	5,702	0.07%	-361	Jul 31, 2026	Principal Funds, Inc, not summed
43.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	659	0.01%	+189	Jul 31, 2026	Principal Funds, Inc, not summed
44	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	51,475	0.66%	-392	Jun 30, 2026	carried, not yet filed for the newest quarter
45	BROWN CAPITAL MANAGEMENT LLC 13F CIK 885062 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	50,689	0.65%	-8,118	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Brown Capital Management Small Company Fund Fund S000010418 · Registered fund · Jun 30, 2026 Brown Capital Management Mutual Funds, not summed	37,900	0.49%	-3,894	Jun 30, 2026	Brown Capital Management Mutual Funds, not summed
46	Applied Fundamental Research, LLC 13F CIK 1849776 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	50,498	0.65%	-2,290	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	50,228	0.65%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
48	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	46,295	0.60%	-19,086	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Rockefeller US Small Cap Core Fund Fund S000080973 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	6,703	0.09%	-971	Aug 31, 2026	Trust for Professional Managers, not summed
49	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	46,051	0.59%	-7,634	Jun 30, 2026	carried, not yet filed for the newest quarter
50	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	44,465	0.57%	+20,598	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Royce Smaller-Companies Growth Fund Fund S000009517 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	15,000	0.19%	—	Jun 30, 2026	ROYCE FUND, not summed
50.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	9,725	0.13%	+1,440	Jun 30, 2026	ROYCE FUND, not summed

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Key facts CIK 914156 CUSIP 902673102 13F (30d) 46 filings 46 filers Visit website Investor relations