WS · Worthington Steel, Inc. · Shareholders & Ownership

$40.66 -1.43 (-3.40%) At close · Oct 30 Q1 2027 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.08B

51.22M

Volume · Oct 30 375.35K Avg daily vol (3M) 357.02K

Every disclosed holder of WS 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 WS

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)	240	28,181,788	55.02%	Yes
Insiders (Forms 3, 4, 5)	18	1,266,261	2.47%	Yes
13D/G-only blocks	1	17,159,808	33.50%	Yes
Remaining	—	4,609,377	9.00%	Rest
Registered funds (N-PORT, not summed)	251	16,455,079	32.13%	No

Shares outstanding: 51,217,234, 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 WS

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	John P. McConnell 13D CIK 1106145 · Unknown · Dec 1, 2023	17,159,808	33.50%	—	Dec 1, 2023
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,107,237	9.97%	+2,608	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,959,410	3.83%	+9,040	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	857,224	1.67%	+46,316	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	315,225	0.62%	+34,056	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	279,727	0.55%	-37,823	Jun 30, 2026	iShares Trust, not summed
2.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	62,429	0.12%	+8,832	Jun 30, 2026	Quantitative Master Series LLC, not summed
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,566,114	5.01%	+45,796	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,566,114	5.01%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	406,396	0.79%	+7,451	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	327,307	0.64%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	291,131	0.57%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	243,047	0.47%	+4,103	Jul 31, 2026	Dimensional ETF Trust, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,280,211	4.45%	+3,935	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,078,892	4.06%	-185,464	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF Fund S000012333 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	778,962	1.52%	-226,686	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	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	298,116	0.58%	+354	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	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	166,479	0.33%	-2,834	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	11,472	0.02%	-100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	State Street(R) SPDR(R) S&P(R) North American Natural Resources ETF Fund S000052050 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	9,597	0.02%	+1,925	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,650,805	3.22%	+27,353	Jun 30, 2026	carried, not yet filed for the newest quarter
7	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,218,254	2.38%	+689,953	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,212,520	2.37%	+12,300	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	943,738	1.84%	-12,503	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	183,228	0.36%	-31,219	Jun 30, 2026	AB CAP FUND, INC., not summed
9.2	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	85,392	0.17%	-2,660	Jun 30, 2026	Bernstein Fund Inc, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	890,497	1.74%	+52,607	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	872,601	1.70%	-6,991	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	640,136	1.25%	+384,200	Jun 30, 2026	carried, not yet filed for the newest quarter
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	619,598	1.21%	-119,459	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	234,092	0.46%	-62,474	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
13.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	155,193	0.30%	-342	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
13.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	81,169	0.16%	+9,229	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
13.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	61,104	0.12%	-17,948	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
13.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	20,976	0.04%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
14	TEACHER RETIREMENT SYSTEM OF TEXAS 13F CIK 796848 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	589,218	1.15%	+24,421	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	553,577	1.08%	-6,038	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	512,451	1.00%	+134,937	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	209,179	0.41%	+42,411	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.2	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	116,307	0.23%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	106,248	0.21%	+6	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
16.4	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	35,898	0.07%	-3,778	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.5	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	30,220	0.06%	+521	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	440,834	0.86%	-47,851	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	15	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	398,032	0.78%	+43,022	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	47,092	0.09%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
18.2	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	32,379	0.06%	-59,032	Aug 31, 2026	Goldman Sachs Trust, not summed
18.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	6,159	0.01%	+788	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
18.4	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	4,671	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
18.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	2,970	0.01%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	388,242	0.76%	+25,056	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	22,286	0.04%	0	Jun 30, 2026	Northern Funds, not summed
19.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,883	0.03%	+1,984	Jun 30, 2026	Northern Funds, not summed
19.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,612	0.01%	-217	Jun 30, 2026	Northern Funds, not summed
19.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,536	0.01%	+224	Jul 31, 2026	FlexShares Trust, not summed
20	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	386,495	0.75%	+3,133	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	146,000	0.29%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	373,050	0.73%	+10,855	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	369,054	0.72%	-44,531	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	60,792	0.12%	-32,900	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
23	GILMORE GEOFFREY G Insider CIK 1554715 · Oct 8, 2026 EVP & Chief Operating Officer, issuer-wide	366,050	0.71%	+17,084	Oct 8, 2026	EVP & Chief Operating Officer, issuer-wide
24	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	363,821	0.71%	+74,457	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	101,029	0.20%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
24.2	Nuveen Small Cap Value Opportunities Fund Fund S000000606 · Registered fund · Jun 30, 2026 Nuveen Investment Trust, not summed	99,997	0.20%	0	Jun 30, 2026	Nuveen Investment Trust, not summed
24.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	43,974	0.09%	+4,930	Jul 31, 2026	TIAA-CREF Funds, not summed
24.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	25,493	0.05%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
24.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	858	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
25	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	345,942	0.68%	+4,532	Jun 30, 2026	carried, not yet filed for the newest quarter
26	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	325,221	0.64%	-35,288	Jun 30, 2026	carried, not yet filed for the newest quarter
27	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	268,919	0.53%	-148,742	Jun 30, 2026	carried, not yet filed for the newest quarter
28	BLYSTONE JOHN B Insider CIK 1110854 · Oct 8, 2026 Director, issuer-wide	249,043	0.49%	+7,086	Oct 8, 2026	Director, issuer-wide
29	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	240,495	0.47%	-421	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	240,495	0.47%	+3,133	Jun 30, 2026	EA Series Trust, not summed
30	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	220,456	0.43%	+3,834	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	220,295	0.43%	+8,080	Aug 31, 2026	American Century ETF Trust, not summed
32	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	210,309	0.41%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
33	KEYBANK NATIONAL ASSOCIATION/OH 13F CIK 1089877 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	206,920	0.40%	+15	Jun 30, 2026	carried, not yet filed for the newest quarter
34	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	204,307	0.40%	+2,882	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	46,612	0.09%	+3,304	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
34.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	23,956	0.05%	-1,601	Jul 31, 2026	Principal Funds, Inc, not summed
34.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,199	0.00%	+1,138	Jul 31, 2026	Principal Funds, Inc, not summed
35	Windsor Advisory Group, LLC 13F CIK 1739953 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	195,284	0.38%	-80,601	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	191,358	0.37%	+22,488	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
37	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	191,138	0.37%	+4,700	Jun 30, 2026	carried, not yet filed for the newest quarter
38	DENALI ADVISORS LLC 13F CIK 1142941 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	189,582	0.37%	-9,833	Jun 30, 2026	carried, not yet filed for the newest quarter
39	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	178,798	0.35%	+7,813	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	365,340	0.71%	+40,285	Jul 31, 2026	Fidelity Salem Street Trust, not summed
39.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	160,505	0.31%	-8,034	Aug 31, 2026	Fidelity Concord Street Trust, not summed
39.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	119,266	0.23%	+11,069	Jun 30, 2026	Fidelity Covington Trust, not summed
39.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	62,152	0.12%	-49	Aug 31, 2026	Fidelity Concord Street Trust, not summed
39.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	50,369	0.10%	+975	Aug 31, 2026	Fidelity Concord Street Trust, not summed
40	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	172,493	0.34%	+27,245	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	122,430	0.24%	-20,497	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
41	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	153,426	0.30%	-5,667	Sep 30, 2026
42	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	151,983	0.30%	+53,682	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	25,979	0.05%	-88,395	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
43	CSM Advisors, LLC 13F CIK 1863523 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	151,928	0.30%	-80,207	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	137,936	0.27%	+18,496	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	46,475	0.09%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
44.2	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	10,561	0.02%	+1,085	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
44.3	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	9,630	0.02%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
44.4	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	3,088	0.01%	+735	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
45	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	130,521	0.25%	+2,793	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
46	De Lisle Partners LLP 13F CIK 2011184 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	129,194	0.25%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
47	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	126,462	0.25%	+81,576	Jun 30, 2026	carried, not yet filed for the newest quarter
48	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	117,867	0.23%	-1,127	Jun 30, 2026	carried, not yet filed for the newest quarter
49	KLINGLER JEFFREY R Insider CIK 1776278 · Oct 8, 2026 President, Worthington Steel, issuer-wide	117,076	0.23%	+8,777	Oct 8, 2026	President, Worthington Steel, issuer-wide
50	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · Aug 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	116,903	0.23%	+4,346	Aug 31, 2026	VANGUARD ADMIRAL FUNDS, not summed

51 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.

Showing 1–50 of 385 holders

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Key facts CIK 1968487 CUSIP 982104101 13F (30d) 74 filings 64 filers Visit website Investor relations