USLM · United States Lime & Minerals Inc · Shareholders & Ownership

$108.64 -1.48 (-1.34%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.15B

28.69M

Volume · Oct 28 86.79K Avg daily vol (3M) 144.17K

Every disclosed holder of USLM 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 USLM

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)	239	9,370,129	32.66%	Yes
Insiders (Forms 3, 4, 5)	12	17,943,786	62.55%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,374,448	4.79%	Rest
Registered funds (N-PORT, not summed)	237	5,182,245	18.06%	No

Shares outstanding: 28,688,363, 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 USLM

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	Candou Holdings Ltd. Insider CIK 2022891 · Sep 9, 2026 10% Owner, issuer-wide	17,673,780	61.61%	+20,000	Sep 9, 2026	10% Owner, issuer-wide
1.1	George Doumet 13D CIK 2022891 · Unknown · May 22, 2024 not summed	17,653,780	61.54%	—	May 22, 2024	not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,666,090	5.81%	+802,890	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,618,587	5.64%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	638,009	2.22%	—	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	284,403	0.99%	+19,775	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	101,924	0.36%	+13,435	Jun 30, 2026	iShares Trust, not summed
2.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	67,851	0.24%	—	Jun 30, 2026	iShares Trust, not summed
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	759,849	2.65%	+12,209	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	234,787	0.82%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	132,855	0.46%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	97,894	0.34%	+10,830	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	50,582	0.18%	+10,684	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	43,003	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	609,011	2.12%	-5,452	Jun 30, 2026	carried, not yet filed for the newest quarter
5	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	488,301	1.70%	+46,350	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	33,364	0.12%	+2,540	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
5.2	First Trust SMID Growth Strength ETF Fund S000058148 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	2,021	0.01%	-266	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	457,733	1.60%	+1,160	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	424,477	1.48%	+93,877	Jun 30, 2026	carried, not yet filed for the newest quarter
8	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	423,283	1.48%	+22,849	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	419,491	1.46%	+183,902	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	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	97,239	0.34%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.2	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	43,847	0.15%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	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	15,946	0.06%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	3,805	0.01%	-100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9.5	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	812	0.00%	+102	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	382,636	1.33%	+28,553	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	380,570	1.33%	-25,111	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	316,789	1.10%	-4,200	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	314,326	1.10%	+24,394	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	284,533	0.99%	+17,844	May 31, 2026	GLOBAL X FUNDS, not summed
13.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	5,286	0.02%	+626	Jul 31, 2026	GLOBAL X FUNDS, not summed
14	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	220,563	0.77%	+129,591	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Royce Premier Fund Fund S000009505 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	55,496	0.19%	—	Jun 30, 2026	ROYCE FUND, not summed
14.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	42,600	0.15%	+20,688	Jun 30, 2026	ROYCE FUND, not summed
14.3	Royce Small-Cap Special Equity Fund Fund S000009513 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	6,000	0.02%	-2,500	Jun 30, 2026	ROYCE FUND, not summed
15	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	169,885	0.59%	-116,375	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	60,545	0.21%	-42,980	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
16	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	130,319	0.45%	+6,730	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Invesco Building & Construction ETF Fund S000003040 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	112,778	0.39%	-449	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	4,855	0.02%	-129	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.3	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	1,726	0.01%	+1,230	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
17	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	123,215	0.43%	+92,969	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	120,903	0.42%	+3,032	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	117,471	0.41%	+1,086	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,577	0.02%	+658	Jun 30, 2026	Northern Funds, not summed
19.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,120	0.01%	-118	Jun 30, 2026	Northern Funds, not summed
20	BYRNE TIMOTHY W Insider CIK 1204973 · Dec 31, 2025 Director, President & CEO, issuer-wide	114,741	0.40%	+28,809	Dec 31, 2025	Director, President & CEO, issuer-wide
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	99,660	0.35%	+38,809	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	50	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
22	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	98,240	0.34%	-89,454	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
23	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	97,562	0.34%	+88,801	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	94,353	0.33%	+15,073	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	91,831	0.32%	+3,798	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	50,222	0.18%	-369	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	26,813	0.09%	+3,049	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	6,538	0.02%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	6,371	0.02%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	91,653	0.32%	+27,778	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	392	0.00%	+6	Jul 31, 2026	BNY Mellon ETF Trust, not summed
27	DOUMET ANTOINE M Insider CIK 1206721 · Sep 9, 2026 Director, issuer-wide	90,000	0.31%	-20,000	Sep 9, 2026	Director, issuer-wide
28	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	81,920	0.29%	-4,571	Jun 30, 2026	carried, not yet filed for the newest quarter
29	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	81,685	0.28%	+7,564	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	120,387	0.42%	+13,527	Jul 31, 2026	Fidelity Salem Street Trust, not summed
29.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	75,048	0.26%	+7,477	Jun 30, 2026	Fidelity Covington Trust, not summed
29.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	51,201	0.18%	-3,235	Aug 31, 2026	Fidelity Concord Street Trust, not summed
29.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	38,836	0.14%	+6,385	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
29.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	32,233	0.11%	+4,572	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
30	ArrowMark Colorado Holdings LLC 13F CIK 1483859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	79,832	0.28%	-120,023	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Meridian Growth Fund Fund S000001462 · Registered fund · Jun 30, 2026 Meridian Fund Inc, not summed	35,819	0.12%	+4,215	Jun 30, 2026	Meridian Fund Inc, not summed
30.2	Meridian Small Cap Growth Fund Fund S000042770 · Registered fund · Jun 30, 2026 Meridian Fund Inc, not summed	17,344	0.06%	+3,528	Jun 30, 2026	Meridian Fund Inc, not summed
31	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	75,482	0.26%	+2,509	Jun 30, 2026	carried, not yet filed for the newest quarter
32	DIAMOND HILL CAPITAL MANAGEMENT INC 13F CIK 1217541 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	75,095	0.26%	+10,378	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	DIAMOND HILL SMALL CAP FUND Fund S000003154 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	65,014	0.23%	+12,354	Jun 30, 2026	Diamond Hill Funds, not summed
33	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	72,378	0.25%	+52,641	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	20,359	0.07%	+1,416	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
33.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	7,801	0.03%	—	Jul 31, 2026	Principal Funds, Inc, not summed
33.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	954	0.00%	+274	Jul 31, 2026	Principal Funds, Inc, not summed
34	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	68,471	0.24%	-233,589	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	2,467	0.01%	-772	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
34.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	440	0.00%	-394	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
35	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	61,103	0.21%	+1,069	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	SBH SMALL CAP GROWTH FUND Fund S000043443 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	15,891	0.06%	-933	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
36	Grantham, Mayo, Van Otterloo & Co. LLC 13F CIK 1352662 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	56,768	0.20%	+751	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	GMO Small Cap Quality Fund Fund S000077554 · Registered fund · May 31, 2026 GMO TRUST, not summed	42,099	0.15%	—	May 31, 2026	GMO TRUST, not summed
36.2	GMO Alternative Allocation Fund Fund S000065268 · Registered fund · May 31, 2026 GMO TRUST, not summed	4,129	0.01%	—	May 31, 2026	GMO TRUST, not summed
37	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	55,656	0.19%	+1,997	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
38	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	55,428	0.19%	-1,363	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Advisors Asset Management, Inc. 13F CIK 1297376 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	51,305	0.18%	-18,680	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Vest Financial, LLC 13F CIK 1709632 · Registered investment adviser · Sep 30, 2026	51,198	0.18%	+17,891	Sep 30, 2026
41	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	49,075	0.17%	-6,581	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	2,365	0.01%	+1,944	Jun 30, 2026	AQR Funds, not summed
41.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	1,944	0.01%	—	Mar 31, 2026	AQR Funds, not summed
42	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	48,440	0.17%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
43	Aptus Capital Advisors, LLC 13F CIK 1664193 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	48,148	0.17%	+288	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Opus Small Cap Value ETF Fund S000062252 · Registered fund · Jul 31, 2026 ETF Series Solutions, not summed	50,713	0.18%	+2,884	Jul 31, 2026	ETF Series Solutions, not summed
44	Davidson Capital Management Inc. 13F CIK 1808748 · Registered investment adviser · Sep 30, 2026	45,039	0.16%	+1,467	Sep 30, 2026
45	Cardinal Capital Management 13F CIK 1434845 · Registered investment adviser · Sep 30, 2026	44,780	0.16%	+204	Sep 30, 2026
46	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	42,503	0.15%	-34,536	Jun 30, 2026	carried, not yet filed for the newest quarter
47	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	42,414	0.15%	-2,892	Jun 30, 2026	carried, not yet filed for the newest quarter
48	ExodusPoint Capital Management, LP 13F CIK 1736225 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	39,033	0.14%	+37,244	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Moran Wealth Management, LLC 13F CIK 1965334 · Registered investment adviser · Sep 30, 2026	38,654	0.13%	+1,684	Sep 30, 2026
50	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	36,350	0.13%	+36,350	Jun 30, 2026	carried, not yet filed for the newest quarter

41 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 82020 CUSIP 911922102 13F (30d) 55 filings 52 filers Visit website Investor relations