WLY · John Wiley & Sons, Inc. · Shareholders & Ownership

$53.91 -0.14 (-0.26%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.73B

50.68M

Volume · Oct 23 364.88K Avg daily vol (3M) 463.24K

Every disclosed holder of WLY 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 WLY

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)	273	42,112,370	83.09%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	2	4,984,089	9.83%	Yes
Remaining	—	3,587,471	7.08%	Rest
Registered funds (N-PORT, not summed)	301	21,191,429	41.81%	No

Shares outstanding: 50,683,930, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 WLY

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	6,200,086	12.23%	+37,716	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	2,359,675	4.66%	-57,788	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,013,913	2.00%	+28,352	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	337,146	0.67%	-56,224	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	210,322	0.42%	+190,641	Jun 30, 2026	iShares Trust, not summed
1.5	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	178,217	0.35%	+15,464	Jul 31, 2026	iShares Trust, not summed
2	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,019,238	5.96%	+2,140	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	1,677,223	3.31%	-122,383	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
2.2	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	70,767	0.14%	+627	May 31, 2026	Neuberger Berman ETF Trust, not summed
3	WILEY DEBORAH E Insider CIK 1200353 · Oct 13, 2026 10% Owner, issuer-wide, not summed	2,654,185	5.24%	-25,000	Oct 13, 2026	10% Owner, issuer-wide, not summed
3.1	Deborah E. Wiley 13D CIK 1200353 · Unknown · May 9, 2025	2,754,185	5.43%	—	May 9, 2025
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,494,247	4.92%	-7,732	Jun 30, 2026	carried, not yet filed for the newest quarter
5	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,434,536	4.80%	+51,833	Jun 30, 2026	carried, not yet filed for the newest quarter
6	WILEY BRADFORD II Insider CIK 1203434 · Oct 5, 2026 10% Owner, issuer-wide, not summed	2,347,703	4.63%	-65,000	Oct 5, 2026	10% Owner, issuer-wide, not summed
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,263,854	4.47%	+87,888	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	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	359,926	0.71%	-3,574	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	202,803	0.40%	-6,805	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	63,314	0.12%	-1,634	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
7.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	14,040	0.03%	+300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	12,070	0.02%	+904	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	Madison Avenue Partners, LP 13G CIK 1801265 · Registered investment adviser · Dec 31, 2024 Rule 13d-1(c), passive investor	2,229,904	4.40%	-60,302	Dec 31, 2024	Rule 13d-1(c), passive investor
9	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,883,440	3.72%	+53,764	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	250,824	0.49%	+6,002	Jul 31, 2026	Dimensional ETF Trust, not summed
9.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	246,468	0.49%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	175,039	0.35%	+4,566	Jul 31, 2026	Dimensional ETF Trust, not summed
9.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	168,835	0.33%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	146,013	0.29%	+6,678	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,666,448	3.29%	-53,084	Jun 30, 2026	carried, not yet filed for the newest quarter
11	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,578,053	3.11%	-12,415	Jun 30, 2026	carried, not yet filed for the newest quarter
12	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,266,653	2.50%	+57,237	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Brown Advisory Small-Cap Fundamental Value Fund Fund S000038484 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	544,710	1.07%	-9,621	Jun 30, 2026	Brown Advisory Funds, not summed
12.2	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	51,873	0.10%	+1,896	Jun 30, 2026	Brown Advisory Funds, not summed
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,155,661	2.28%	-49,000	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,022,604	2.02%	+880,251	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	17,300	0.03%	—	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
14.2	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	4,462	0.01%	—	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,006,220	1.99%	+35,463	Jun 30, 2026	carried, not yet filed for the newest quarter
16	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	923,562	1.82%	-49,104	Jun 30, 2026	carried, not yet filed for the newest quarter
17	NEUMEIER POMA INVESTMENT COUNSEL LLC 13F CIK 1044936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	865,460	1.71%	+454,895	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	828,826	1.64%	-29,743	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	790,867	1.56%	-5,324	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Clarkston Capital Partners, LLC 13F CIK 1562855 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	759,081	1.50%	-183,475	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Clarkston Partners Fund Fund S000050589 · Registered fund · Jun 30, 2026 ALPS SERIES TRUST, not summed	325,000	0.64%	-60,000	Jun 30, 2026	ALPS SERIES TRUST, not summed
21	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	752,766	1.49%	+555,831	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	263,100	0.52%	—	Jul 31, 2026	Principal Funds, Inc, not summed
21.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	28,850	0.06%	-2,817	Jul 31, 2026	Principal Funds, Inc, not summed
21.3	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	23,700	0.05%	—	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
21.4	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,532	0.00%	-829	Jul 31, 2026	Principal Funds, Inc, not summed
21.5	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,452	0.00%	+1,371	Jul 31, 2026	Principal Funds, Inc, 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	713,846	1.41%	-33,788	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	224,643	0.44%	-30,009	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	197,834	0.39%	-5,029	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	96,159	0.19%	+7,892	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	59,967	0.12%	-5	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	30,420	0.06%	-8,217	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	665,627	1.31%	-18,371	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	45	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
24	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	576,223	1.14%	+222,285	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	59,427	0.12%	+42,729	Jul 31, 2026	Goldman Sachs Trust, not summed
24.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	52,430	0.10%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
24.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	19,748	0.04%	-6,503	Jul 31, 2026	Goldman Sachs Trust, not summed
24.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	19,265	0.04%	-1,355	May 31, 2026	Goldman Sachs ETF Trust, not summed
24.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	11,222	0.02%	+9,237	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
25	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	545,369	1.08%	-271,116	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Invesco High Yield Equity Dividend AchieversTM ETF Fund S000003045 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	344,142	0.68%	-262,276	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	68,617	0.14%	-3,195	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	50,886	0.10%	-7,845	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.4	Invesco S&P SmallCap High Dividend Low Volatility ETF Fund S000055539 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	33,496	0.07%	+1,628	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.5	Invesco S&P SmallCap Utilities & Communication Services ETF Fund S000028295 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	6,942	0.01%	+96	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
26	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	527,226	1.04%	-294,761	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	244,467	0.48%	-61,683	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
26.2	William Blair Small-Mid Cap Value Fund Fund S000080810 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	916	0.00%	0	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
27	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	525,586	1.04%	-20,838	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	459,003	0.91%	-155,486	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	448,795	0.89%	+41,268	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	432,551	0.85%	+34,561	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	403,150	0.80%	+40,522	Jun 30, 2026	Fidelity Covington Trust, not summed
29.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	207,407	0.41%	-21,718	May 31, 2026	Fidelity Concord Street Trust, not summed
29.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	78,256	0.15%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
29.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	60,539	0.12%	-1,212	May 31, 2026	Fidelity Concord Street Trust, not summed
30	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	444,275	0.88%	-2,852	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	424,616	0.84%	+21,020	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	20,021	0.04%	+1,734	Jun 30, 2026	Northern Funds, not summed
31.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,110	0.01%	+5,570	Jul 31, 2026	FlexShares Trust, not summed
31.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,744	0.01%	-163	Jun 30, 2026	Northern Funds, not summed
32	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	411,012	0.81%	+44,703	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	265,778	0.52%	+10,431	Jun 30, 2026	PIMCO Equity Series, not summed
32.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,117	0.00%	+150	Jun 30, 2026	PIMCO Equity Series, not summed
33	PALISADE CAPITAL MANAGEMENT, LP 13F CIK 1009006 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	370,851	0.73%	-409,989	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Access Investment Management LLC 13F CIK 2010477 · Registered investment adviser · Sep 30, 2026	368,339	0.73%	+2,345	Sep 30, 2026
35	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	314,236	0.62%	+13,834	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	308,906	0.61%	+82,116	Jun 30, 2026	Bridge Builder Trust, not summed
37	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	277,872	0.55%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	269,222	0.53%	-9,252	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	240,231	0.47%	+120,157	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	120,410	0.24%	-2,390	Jul 31, 2026	TIAA-CREF Funds, not summed
39.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	52,257	0.10%	+3,904	Jul 31, 2026	TIAA-CREF Funds, not summed
39.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	21,119	0.04%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
39.4	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	2,508	0.00%	—	Jun 30, 2026	TIAA-CREF Life Funds, not summed
39.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	693	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
40	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	238,884	0.47%	-2,661	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Loomis Sayles Small Cap Value Fund Fund S000006647 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS I, not summed	51,573	0.10%	-2,009	Jun 30, 2026	LOOMIS SAYLES FUNDS I, not summed
41	Crossmark Global Holdings, Inc. 13F CIK 1539204 · Unknown · Sep 30, 2026	238,819	0.47%	+238,819	Sep 30, 2026
42	Hillsdale Investment Management Inc. 13F CIK 1368465 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	212,980	0.42%	+136,830	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	206,324	0.41%	+4,434	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
44	JPMorgan Small Cap Blend Fund Fund S000002767 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	186,530	0.37%	-157,814	Jun 30, 2026	JPMorgan Trust I, not summed
45	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	184,159	0.36%	+16,217	Jun 30, 2026	carried, not yet filed for the newest quarter
46	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	180,974	0.36%	+82,108	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Ancora Advisors LLC 13F CIK 1446114 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	179,800	0.35%	+44,770	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Ancora/Thelen Small-Mid Cap Fund Fund S000039307 · Registered fund · Jun 30, 2026 ANCORA TRUST, not summed	63,150	0.12%	+15,280	Jun 30, 2026	ANCORA TRUST, not summed
48	Neuberger Berman Genesis Portfolio Fund S000006535 · Registered fund · Jun 30, 2026 Brighthouse Funds Trust II, not summed	173,493	0.34%	-1,291	Jun 30, 2026	Brighthouse Funds Trust II, not summed
49	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	168,257	0.33%	-95,020	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Applied Finance Explorer Fund Fund S000049148 · Registered fund · Jul 31, 2026 World Funds Trust, not summed	166,902	0.33%	0	Jul 31, 2026	World Funds Trust, not summed

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Key facts CIK 107140 CUSIP 968223206 13F (30d) 46 filings 46 filers Visit website Investor relations