Institutional ownership filings

Current parsed Schedule 13G/13D filings with reported share and ownership changes.

Updated Oct 10, 2026 7:11 pm EDT
Current ownership filings and reported changes
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How to interpret reported ownership changes

“Accumulation” and “reduction” are inferred from changes in reported beneficial shares when available. Schedule 13G/13D filings do not disclose individual trade dates or execution prices.

Initial Schedule 13G/13D filings establish a neutral reporting baseline. Form 13F rows are earlier quarter-end holding evidence only; they do not establish an exact entry date and do not generate signals.

Institutional score uses institutional ownership evidence only. It is not the broader STOCKNODE Outlook, which can also include insider, fundamental, event, and price evidence on the security page.

All filing rows below are live. The first row of the default tracker includes a live Institutional Research gauge. Investor and Pro reveal research gauges across tracker views.

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Security / score	Holder	Signal	Change	Ownership detail	Timing	Market	Observation price	Filing price
AHCO AdaptHealth Corp ☆ Watch 15/100 Strong reduction	DFA	Exit below reporting threshold Schedule 13G amendment	-526.2K shares -0.40 pts ownership 6.4M held · 4.70%	4.70% -0.40 pts	Oct 8 filed Sep 30 observed · 8d	$6.06 ↗ 5.2% of 52W Oct 9 close	$5.64	$6.07
AHCO	DFA	Initial Schedule 13GInitial Schedule 13G	6.9M	5.10%	04/09/26 filed03/31/26 observed · 9d lag	$6.0698.4% of range$7.11–$11.98	$11.90	$12.22
ABG Asbury Automotive Group Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 1.2M held · 6.60%	6.60%	Oct 8 filed Sep 30 observed · 8d	$167.60 ↗ 2.2% of 52W Oct 9 close	$172.30	$168.96
BJRI BJ's Restaurants Inc ☆ Watch InstitutionalUnlock	DFA	Exit below reporting threshold Schedule 13G amendment	-102.7K shares -0.50 pts ownership 981.3K held · 4.60%	4.60% -0.50 pts	Oct 8 filed Sep 30 observed · 8d	$59.87 ↗ 62.5% of 52W Oct 9 close	$57.29	$59.54
BJRI	DFA	Initial Schedule 13GInitial Schedule 13G	1.1M	5.10%	01/21/26 filed12/31/25 observed · 21d lag	$59.8758.9% of range$28.46–$47.02	$39.40	$44.73
REZI Resideo Technologies Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 7.4M held · 4.90%	4.90%	Oct 8 filed Sep 30 observed · 8d	$17.07 ↗ 3.0% of 52W Oct 9 close	$18.15	$17.20
CALM Cal-Maine Foods Inc ☆ Watch InstitutionalUnlock	DFA	Reported accumulation Schedule 13G amendment	+402.3K shares +1.10 pts ownership 2.9M held · 6.30%	6.30% +1.10 pts	Oct 8 filed Sep 30 observed · 8d	$64.35 ↗ 14.2% of 52W Oct 9 close	$68.06	$64.83
CALM	DFA	Initial Schedule 13GInitial Schedule 13G	2.5M	5.20%	04/09/26 filed03/31/26 observed · 9d lag	$64.3513.3% of range$71.92–$126.40	$79.15	$77.72
TMHC* Taylor Morrison Home Corp ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 1 held · 0.00%	0.00%	Oct 8 filed Sep 30 observed · 8d	— close
DINO HF Sinclair Corp ☆ Watch InstitutionalUnlock	DFA	Exit below reporting threshold Schedule 13G amendment	-2.0M shares -1.00 pts ownership 7.3M held · 4.10%	4.10% -1.00 pts	Oct 8 filed Sep 30 observed · 8d	$121.30 ↗ 84.8% of 52W Oct 9 close	$107.32	$120.72
DINO	DFA	Initial Schedule 13GInitial Schedule 13G	9.2M	5.10%	04/09/26 filed03/31/26 observed · 9d lag	$121.3094.2% of range$24.66–$64.70	$62.39	$56.43
FSM Fortuna Mining Corp ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 18.4M held · 6.20%	6.20%	Oct 8 filed Sep 30 observed · 8d	$10.92 ↗ 57.6% of 52W Oct 9 close	$11.24	$10.61
NWPX NWPX Infrastructure Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 549.9K held · 5.70%	5.70%	Oct 8 filed Sep 30 observed · 8d	$101.32 ↗ 52.3% of 52W Oct 9 close	$103.03	$100.73
RAMP LiveRamp Holdings Inc ☆ Watch InstitutionalUnlock	DFA	Exit below reporting threshold Schedule 13G amendment	-3.0M shares -5.00 pts ownership 21.9K held · 0.00%	0.00% -5.00 pts	Oct 8 filed Sep 30 observed · 8d	$37.56 ↗ 95.7% of 52W Oct 9 close	$37.52	$37.57
RAMP	DFA	Initial Schedule 13GInitial Schedule 13G	3.0M	5.00%	07/14/26 filed06/30/26 observed · 14d lag	$37.5698.3% of range$21.71–$37.92	$37.64	$37.94
TRC Tejon Ranch Co ☆ Watch InstitutionalUnlock	DFA	Exit below reporting threshold Schedule 13G amendment	-88.0K shares -0.40 pts ownership 1.3M held · 4.70%	4.70% -0.40 pts	Oct 8 filed Sep 30 observed · 8d	$16.35 ↗ 15.2% of 52W Oct 9 close	$16.22	$16.40
TRC	DFA	Earliest Schedule 13G amendment foundSchedule 13G amendment	1.4M	5.10%	07/14/26 filed06/30/26 observed · 14d lag	$16.3556.5% of range$15.31–$21.31	$18.70	$18.16
AOUT American Outdoor Brands Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 693.9K held · 5.50%	5.50%	Oct 8 filed Sep 30 observed · 8d	$16.50 ↗ 87.0% of 52W Oct 9 close	$16.20	$16.30
MQ Marqeta Inc ☆ Watch InstitutionalUnlock	DFA	Exit below reporting threshold Schedule 13G amendment	-5.8M shares -6.00 pts ownership 1.9M held · 2.00%	2.00% -6.00 pts	Oct 8 filed Sep 30 observed · 8d	$18.11 ↗ 29.3% of 52W Oct 9 close	$17.00	$17.44
MQ	DFA	Initial Schedule 13GInitial Schedule 13G	7.8M	8.00%	07/14/26 filed06/30/26 observed · 14d lag	$18.1110.8% of range$14.80–$28.16	$16.24	$16.13
CARS Cars.com Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 3.6M held · 6.70%	6.70%	Oct 8 filed Sep 30 observed · 8d	$9.71 ↗ 45.6% of 52W Oct 9 close	$10.27	$9.74
SGA Saga Communications Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 301.1K held · 4.70%	4.70%	Oct 8 filed Sep 30 observed · 8d	$8.36 ↗ 1.0% of 52W Oct 9 close	$8.24	$8.40
ZD Ziff Davis Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 2.3M held · 6.60%	6.60%	Oct 8 filed Sep 30 observed · 8d	$56.52 ↗ 90.0% of 52W Oct 9 close	$56.69	$55.91
WTTR Select Water Solutions Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 6.3M held · 4.90%	4.90%	Oct 8 filed Sep 30 observed · 8d	$19.76 ↗ 79.2% of 52W Oct 9 close	$19.79	$19.60
EFSC Enterprise Financial Services Corp ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 2.2M held · 6.20%	6.20%	Oct 8 filed Sep 30 observed · 8d	$58.59 ↗ 44.3% of 52W Oct 9 close	$58.95	$59.33
STEL Stellar Bancorp Inc ☆ Watch InstitutionalUnlock	DFA	Exit below reporting threshold Schedule 13G amendment	-2.6M shares -5.10 pts ownership 1 held · 0.00%	0.00% -5.10 pts	Oct 8 filed Sep 30 observed · 8d	— ↗ close
STEL	DFA	Initial Schedule 13GInitial Schedule 13G	2.6M	5.10%	07/14/26 filed06/30/26 observed · 14d lag	—
SHOE Shoe Station Group Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 1.5M held · 5.50%	5.50%	Oct 8 filed Sep 30 observed · 8d	$12.75 ↗ 21.3% of 52W Oct 9 close	$12.79	$13.06
CARE Carter Bankshares Inc ☆ Watch InstitutionalUnlock	DFA	Reported accumulation Schedule 13G amendment	+240.5K shares +1.10 pts ownership 1.4M held · 6.20%	6.20% +1.10 pts	Oct 8 filed Sep 30 observed · 8d	$30.16 ↗ 68.0% of 52W Oct 9 close	$29.89	$30.47
CARE	DFA	Initial Schedule 13GInitial Schedule 13G	1.1M	5.10%	01/21/26 filed12/31/25 observed · 21d lag	$30.1686.2% of range$13.61–$20.63	$19.66	$20.90
STRA Strategic Education Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 1.5M held · 6.60%	6.60%	Oct 8 filed Sep 30 observed · 8d	$82.39 ↗ 39.8% of 52W Oct 9 close	$77.67	$82.39
OI O-I Glass Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 6.6M held · 4.30%	4.30%	Oct 8 filed Sep 30 observed · 8d	$6.08 ↗ 0.4% of 52W Oct 9 close	$5.65	$6.17
NAVI Navient Corp ☆ Watch InstitutionalUnlock	DFA	Exit below reporting threshold Schedule 13G amendment	-803.5K shares -0.80 pts ownership 4.5M held · 4.80%	4.80% -0.80 pts	Oct 8 filed Sep 30 observed · 8d	$9.11 ↗ 28.2% of 52W Oct 9 close	$9.07	$9.27
NAVI	DFA	Reported reductionSchedule 13G amendment	5.3M-1.1M	5.60%-1.10 pts	07/14/26 filed06/30/26 observed · 14d lag	$9.1113.5% of range$7.33–$16.07	$8.51	$8.47
NAVI	DFA	Earliest Schedule 13G amendment foundSchedule 13G amendment	6.4M	6.70%	04/09/26 filed03/31/26 observed · 9d lag	$9.113.9% of range$7.86–$16.07	$8.18	$8.30
SBH Sally Beauty Holdings Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 6.1M held · 6.50%	6.50%	Oct 8 filed Sep 30 observed · 8d	$15.90 ↗ 76.5% of 52W Oct 9 close	$16.42	$16.03
KOP Koppers Holdings Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 1.3M held · 6.70%	6.70%	Oct 8 filed Sep 30 observed · 8d	$43.41 ↗ 73.5% of 52W Oct 9 close	$45.59	$44.24
ATROB Astronics Corp ☆ Watch InstitutionalUnlock	DFA	Exit below reporting threshold Schedule 13G amendment	-9.7K shares -4.40 pts ownership 335.4K held · 3.10%	3.10% -4.40 pts	Oct 8 filed Sep 30 observed · 8d	$64.06 ↗ 54.0% of 52W Oct 9 close	$67.82	$64.00
ATROB	DFA	Initial Schedule 13GInitial Schedule 13G	345.1K	7.50%	07/14/26 filed06/30/26 observed · 14d lag	$64.0679.0% of range$19.08–$91.15	$76.00	$72.12
UNF UniFirst Corp/MA ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 704.0K held · 4.80%	4.80%	Oct 8 filed Sep 30 observed · 8d	$260.85 ↗ 64.7% of 52W Oct 9 close	$250.52	$259.60
OPLN OPENLANE Inc ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 6.2M held · 5.10%	5.10%	Oct 8 filed Sep 30 observed · 8d	$36.71 ↗ 52.8% of 52W Oct 9 close	$34.13	$35.68
LCII LCI Industries ☆ Watch InstitutionalUnlock	DFA	Earliest Schedule 13G amendment found Schedule 13G amendment	— 1.6M held · 6.40%	6.40%	Oct 8 filed Sep 30 observed · 8d	$78.30 ↗ 1.2% of 52W Oct 9 close	$83.67	$80.19
FLXS Flexsteel Industries Inc ☆ Watch InstitutionalUnlock	DFA	Reported reduction Schedule 13G amendment	-25.9K shares +1.40 pts ownership 331.9K held · 8.10%	8.10% +1.40 pts	Oct 8 filed Sep 30 observed · 8d	$85.17 ↗ 89.4% of 52W Oct 9 close	$84.65	$86.52
FLXS	DFA	Earliest Schedule 13G amendment foundSchedule 13G amendment	357.8K	6.70%	01/21/26 filed12/31/25 observed · 21d lag	$85.1729.1% of range$29.38–$64.14	$39.49	$42.15
NFBK Northfield Bancorp Inc ☆ Watch InstitutionalUnlock	DFA	Exit below reporting threshold Schedule 13G amendment	-2.5M shares -6.10 pts ownership 1 held · 0.00%	0.00% -6.10 pts	Oct 8 filed Sep 30 observed · 8d	— ↗ close
NFBK	DFA	Earliest Schedule 13G amendment foundSchedule 13G amendment	2.5M	6.10%	01/21/26 filed12/31/25 observed · 21d lag	—
ALOT AstroNova Inc ☆ Watch InstitutionalUnlock	DFA	Exit below reporting threshold Schedule 13G amendment	-435.2K shares -5.70 pts ownership 1 held · 0.00%	0.00% -5.70 pts	Oct 8 filed Sep 30 observed · 8d	— ↗ close
ALOT	DFA	Earliest Schedule 13G amendment foundSchedule 13G amendment	435.2K	5.70%	04/09/26 filed03/31/26 observed · 9d lag	—39.0% of range$6.96–$12.68	$9.19	$11.58
UHS Universal Health Services Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 2.7M held · 5.20%	5.20%	Oct 8 filed Sep 30 observed · 8d	$177.35 ↗ 32.2% of 52W Oct 9 close	$174.26	$175.72
NBHC National Bank Holdings Corp ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	+359.1K shares +0.80 pts ownership 2.5M held · 5.50%	5.50% +0.80 pts	Oct 8 filed Sep 30 observed · 8d	$37.93 ↗ 33.8% of 52W Oct 9 close	$39.19	$38.18
NBHC	DFA	Earliest Schedule 13G amendment foundSchedule 13G amendment	2.1M	4.70%	04/09/26 filed03/31/26 observed · 9d lag	$37.9362.3% of range$32.83–$42.99	$39.16	$42.02
BKQNF Bank of Queensland Ltd ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 33.8M held · 5.10%	5.10%	Oct 8 filed Sep 30 observed · 8d	$3.91 ↗ 38.4% of 52W Oct 9 close	$3.91	$3.91
ADT ADT Inc ☆ Watch InstitutionalUnlock	DFA	Reported accumulation Schedule 13G amendment	+3.4M shares +1.20 pts ownership 43.3M held · 6.40%	6.40% +1.20 pts	Oct 8 filed Sep 30 observed · 8d	$6.43 ↗ 0.4% of 52W Oct 9 close	$6.08	$6.30
ADT	DFA	Initial Schedule 13GInitial Schedule 13G	39.9M	5.20%	04/09/26 filed03/31/26 observed · 9d lag	$6.4311.9% of range$6.25–$8.94	$6.57	$6.83
SCHL Scholastic Corp ☆ Watch InstitutionalUnlock	DFA	Reported reduction Schedule 13G amendment	-58.1K shares +1.20 pts ownership 1.7M held · 9.50%	9.50% +1.20 pts	Oct 8 filed Sep 30 observed · 8d	$38.60 ↗ 40.5% of 52W Oct 9 close	$35.16	$37.96
SCHL	DFA	Earliest Schedule 13G amendment foundSchedule 13G amendment	1.7M	8.30%	04/09/26 filed03/31/26 observed · 9d lag	$38.6097.5% of range$15.77–$39.65	$39.06	$39.44
ORRF Orrstown Financial Services Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 1.0M held · 5.10%	5.10%	Oct 8 filed Sep 30 observed · 8d	$40.90 ↗ 72.9% of 52W Oct 9 close	$40.58	$40.82
EYE National Vision Holdings Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 4.1M held · 5.10%	5.10%	Oct 8 filed Sep 30 observed · 8d	$16.68 ↗ 10.7% of 52W Oct 9 close	$16.38	$16.82
ECPG Encore Capital Group Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	+19.2K shares +0.30 pts ownership 1.1M held · 5.20%	5.20% +0.30 pts	Oct 8 filed Sep 30 observed · 8d	$99.77 ↗ 83.8% of 52W Oct 9 close	$94.44	$99.27
ECPG	DFA	Earliest Schedule 13G amendment foundSchedule 13G amendment	1.1M	4.90%	01/21/26 filed12/31/25 observed · 21d lag	$99.7792.3% of range$26.45–$56.67	$54.35	$56.09
CWBC Community West Bancshares ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 1.4M held · 5.10%	5.10%	Oct 8 filed Sep 30 observed · 8d	$25.71 ↗ 74.6% of 52W Oct 9 close	$26.04	$26.06
HHH Howard Hughes Holdings Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 3.1M held · 5.10%	5.10%	Oct 8 filed Sep 30 observed · 8d	$73.73 ↗ 43.7% of 52W Oct 9 close	$73.62	$71.85
SHEN Shenandoah Telecommunications Co ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 2.9M held · 5.20%	5.20%	Oct 8 filed Sep 30 observed · 8d	$10.41 ↗ Oct 9 close	$11.22	$11.83
PATK Patrick Industries Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 1.6M held · 5.10%	5.10%	Oct 8 filed Sep 30 observed · 8d	$63.46 ↗ 1.0% of 52W Oct 9 close	$67.78	$64.92
ADIG ADI Global Distribution Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 3.9M held · 5.10%	5.10%	Oct 8 filed Sep 30 observed · 8d	$16.80 ↗ 4.2% of 52W Oct 9 close	$17.92	$17.53
CIVB Civista Bancshares Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 1.1M held · 5.30%	5.30%	Oct 8 filed Sep 30 observed · 8d	$26.41 ↗ 64.6% of 52W Oct 9 close	$26.38	$26.60
SON Sonoco Products Co ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 5.3M held · 5.40%	5.40%	Oct 8 filed Sep 30 observed · 8d	$47.92 ↗ 46.2% of 52W Oct 9 close	$48.82	$47.74
ACHC Acadia Healthcare Co Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 4.7M held · 5.00%	5.00%	Oct 8 filed Sep 30 observed · 8d	$29.25 ↗ 65.9% of 52W Oct 9 close	$27.50	$29.23
BLMN Bloomin' Brands Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 4.4M held · 5.20%	5.20%	Oct 8 filed Sep 30 observed · 8d	$8.60 ↗ 34.4% of 52W Oct 9 close	$7.75	$8.17
VRTS Virtus Investment Partners Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 369.9K held · 5.60%	5.60%	Oct 8 filed Sep 30 observed · 8d	$131.22 ↗ 14.6% of 52W Oct 9 close	$132.32	$130.91
TDOC Teladoc Health Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 9.1M held · 5.00%	5.00%	Oct 8 filed Sep 30 observed · 8d	$5.77 ↗ 25.5% of 52W Oct 9 close	$5.80	$5.56
CRGY Crescent Energy Co ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 18.3M held · 5.50%	5.50%	Oct 8 filed Sep 30 observed · 8d	$12.66 ↗ 66.9% of 52W Oct 9 close	$12.89	$13.47
MATV Mativ Holdings Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 2.8M held · 5.10%	5.10%	Oct 8 filed Sep 30 observed · 8d	$11.60 ↗ 53.7% of 52W Oct 9 close	$11.59	$11.92
AMRC Ameresco Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 1.8M held · 5.20%	5.20%	Oct 8 filed Sep 30 observed · 8d	$21.33 ↗ 8.8% of 52W Oct 9 close	$20.71	$21.93
XPRO Expro Ltd ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 6.1M held · 5.40%	5.40%	Oct 8 filed Sep 30 observed · 8d	$16.17 ↗ 53.6% of 52W Oct 9 close	$15.77	$15.55
OSPN OneSpan Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 1.9M held · 5.20%	5.20%	Oct 8 filed Sep 30 observed · 8d	$18.22 ↗ 93.2% of 52W Oct 9 close	$17.91	$17.70
SCL Stepan Co ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	+69.0K shares +0.20 pts ownership 1.2M held · 5.20%	5.20% +0.20 pts	Oct 8 filed Sep 30 observed · 8d	$61.03 ↗ 78.5% of 52W Oct 9 close	$62.38	$61.32
SCL	DFA	Earliest Schedule 13G amendment foundSchedule 13G amendment	1.1M	5.00%	01/21/26 filed12/31/25 observed · 21d lag	$61.0323.0% of range$41.82–$65.90	$47.36	$53.29
COLM Columbia Sportswear Co ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 2.7M held · 5.20%	5.20%	Oct 8 filed Sep 30 observed · 8d	$57.04 ↗ 46.0% of 52W Oct 9 close	$57.41	$56.53
GT Goodyear Tire & Rubber Co/The ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	+3.7M shares +1.30 pts ownership 15.1M held · 5.20%	5.20% +1.30 pts	Oct 8 filed Sep 30 observed · 8d	$4.68 ↗ 1.1% of 52W Oct 9 close	$4.97	$4.69
GT	DFA	Earliest Schedule 13G amendment foundSchedule 13G amendment	11.3M	3.90%	07/14/26 filed06/30/26 observed · 14d lag	$4.6818.4% of range$5.43–$11.79	$6.60	$6.66
MDU MDU Resources Group Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	+244.0K shares +0.10 pts ownership 10.7M held · 5.10%	5.10% +0.10 pts	Oct 8 filed Sep 30 observed · 8d	$18.74 ↗ 20.0% of 52W Oct 9 close	$18.54	$18.89
MDU	DFA	Reported accumulationSchedule 13G amendment	10.4M+149.3K	5.00%0.00 pts	07/14/26 filed06/30/26 observed · 14d lag	$18.7475.5% of range$15.76–$22.98	$21.21	$21.24
MDU	DFA	Initial Schedule 13GInitial Schedule 13G	10.3M	5.00%	04/09/26 filed03/31/26 observed · 9d lag	$18.7488.1% of range$15.04–$21.49	$20.72	$22.32
HFWA Heritage Financial Corp/WA ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	+312.9K shares +0.70 pts ownership 2.3M held · 5.50%	5.50% +0.70 pts	Oct 8 filed Sep 30 observed · 8d	$27.16 ↗ 63.5% of 52W Oct 9 close	$27.63	$27.24
HFWA	DFA	Earliest Schedule 13G amendment foundSchedule 13G amendment	2.0M	4.80%	04/09/26 filed03/31/26 observed · 9d lag	$27.1667.4% of range$19.84–$28.98	$26.00	$27.86
HGV Hilton Grand Vacations Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 4.1M held · 5.20%	5.20%	Oct 8 filed Sep 30 observed · 8d	$34.53 ↗ 1.7% of 52W Oct 9 close	$34.66	$34.59
KSS Kohl's Corp ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	+1.4M shares +1.20 pts ownership 6.9M held · 6.10%	6.10% +1.20 pts	Oct 8 filed Sep 30 observed · 8d	$20.35 ↗ 51.2% of 52W Oct 9 close	$18.46	$20.12
KSS	DFA	Exit below reporting thresholdSchedule 13G amendment	5.6M-765.8K	4.90%-0.80 pts	07/14/26 filed06/30/26 observed · 14d lag	$20.3555.6% of range$8.34–$25.22	$17.72	$16.43
KSS	DFA	Initial Schedule 13GInitial Schedule 13G	6.3M	5.70%	04/09/26 filed03/31/26 observed · 9d lag	$20.3535.8% of range$6.04–$25.22	$12.90	$13.70
OBK Origin Bancorp Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 1.6M held · 5.10%	5.10%	Oct 8 filed Sep 30 observed · 8d	$51.56 ↗ 85.8% of 52W Oct 9 close	$52.25	$52.32
OSBC Old Second Bancorp Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 2.6M held · 5.10%	5.10%	Oct 8 filed Sep 30 observed · 8d	$24.61 ↗ 83.3% of 52W Oct 9 close	$24.49	$24.66
GNTX Gentex Corp ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 10.6M held · 5.00%	5.00%	Oct 8 filed Sep 30 observed · 8d	$21.04 ↗ 16.0% of 52W Oct 9 close	$21.74	$21.08
OCFC OceanFirst Financial Corp ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	+350.7K shares +0.40 pts ownership 4.9M held · 5.10%	5.10% +0.40 pts	Oct 8 filed Sep 30 observed · 8d	$16.08 ↗ 2.9% of 52W Oct 9 close	$16.53	$16.46
OCFC	DFA	Earliest Schedule 13G amendment foundSchedule 13G amendment	4.6M	4.70%	07/14/26 filed06/30/26 observed · 14d lag	$16.0876.1% of range$16.09–$20.61	$19.53	$19.26
UPBD Upbound Group Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 3.1M held · 5.40%	5.40%	Oct 8 filed Sep 30 observed · 8d	$15.40 ↗ 3.8% of 52W Oct 9 close	$15.70	$15.62
GLIBA Liberty Capital Corp ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 191.4K held · 5.20%	5.20%	Oct 8 filed Sep 30 observed · 8d	$20.08 ↗ Oct 9 close	$23.12	$23.54
LRN Stride Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 2.1M held · 5.00%	5.00%	Oct 8 filed Sep 30 observed · 8d	$85.59 ↗ 18.4% of 52W Oct 9 close	$77.98	$79.62
GAP Gap Inc/The ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 19.2M held · 5.50%	5.50%	Oct 8 filed Sep 30 observed · 8d	$23.23 ↗ 42.0% of 52W Oct 9 close	$22.84	$23.61
MMS Maximus Inc ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 2.7M held · 5.10%	5.10%	Oct 8 filed Sep 30 observed · 8d	$59.39 ↗ 4.4% of 52W Oct 9 close	$53.19	$55.65
AGCO AGCO Corp ☆ Watch InstitutionalUnlock	DFA	Initial Schedule 13G Initial Schedule 13G	— 3.7M held · 5.30%	5.30%	Oct 8 filed Sep 30 observed · 8d	$103.28 ↗ 35.1% of 52W Oct 9 close	$114.23	$109.15
GLIBA Liberty Capital Corporation ☆ Watch InstitutionalUnlock	GEO	Exit below reporting threshold Schedule 13G amendment	-138.3K shares -3.79 pts ownership 128.2K held · 3.51%	3.51% -3.79 pts	Oct 8 filed Sep 30 observed · 8d	$20.08 ↗ 15.8% of 52W Oct 9 close	$23.12	$23.54
GLIBA	GEO	Initial Schedule 13GInitial Schedule 13G	266.5K	7.30%	08/07/26 filed06/30/26 observed · 38d lag	$20.0810.3% of range$19.61–$41.87	$21.90	$24.60
LEN LENNAR CORPORATION ☆ Watch InstitutionalUnlock	BRK	Reported accumulation Schedule 13G amendment	+12.9M shares +6.30 pts ownership 26.0M held · 12.50%	12.50% +6.30 pts	Oct 7 filed Sep 30 observed · 7d	$76.69 ↗ 10.1% of 52W Oct 9 close	$81.59	$76.13
LEN	BRK	Initial Schedule 13GInitial Schedule 13G	13.1M	6.20%	08/14/26 filed06/30/26 observed · 45d lag	$76.6914.8% of range$81.18–$144.24	$90.49	$86.83
NBIS NEBIUS GROUP N.V. ☆ Watch InstitutionalUnlock	GS	Reported reduction Schedule 13G amendment	-10.1K shares -5.40 pts ownership 13.0K held · 5.10%	5.10% -5.40 pts	Oct 7 filed Sep 30 observed · 7d	$221.07 ↗ 71.7% of 52W Oct 9 close	$235.88	$249.87
NBIS	GS	Reported accumulationSchedule 13G amendment	23.1K+7.2K	10.50%+3.30 pts	08/07/26 filed07/31/26 observed · 7d lag	$221.0756.2% of range$50.10–$299.86	$190.41	$187.97
NBIS	GS	Initial Schedule 13GInitial Schedule 13G	15.9K	7.20%	08/07/26 filed06/30/26 observed · 38d lag	$221.0790.7% of range$43.89–$299.86	$276.17	$187.97
ABUS Arbutus Biopharma Corp ☆ Watch InstitutionalUnlock	MS	Reported accumulation Schedule 13G amendment	+1.3M shares +3.40 pts ownership 18.7M held · 12.20%	12.20% +3.40 pts	Oct 7 filed Sep 30 observed · 7d	$4.22 ↗ 65.6% of 52W Oct 9 close	$4.78	$4.29
ABUS	MS	Reported reductionSchedule 13G amendment	17.4M-8.5M	8.80%-4.70 pts	08/12/26 filed06/30/26 observed · 43d lag	$4.2285.3% of range$3.06–$5.10	$4.80	$4.59
ABUS	MS	Earliest Schedule 13G amendment foundSchedule 13G amendment	25.9M	13.50%	02/11/26 filed12/31/25 observed · 42d lag	$4.2287.9% of range$2.71–$5.10	$4.81	$4.16
BANC BANC OF CALIFORNIA INC ☆ Watch InstitutionalUnlock	TROW-IM	Earliest Schedule 13G amendment found Schedule 13G amendment	— 16.0M held · 10.10%	10.10%	Oct 7 filed Sep 30 observed · 7d	$17.30 ↗ 28.8% of 52W Oct 9 close	$17.23	$17.17
BCAX BICARA THERAPEUTICS INC ☆ Watch InstitutionalUnlock	TROW-IM	Exit below reporting threshold Schedule 13G amendment	-3.8M shares -7.80 pts ownership 2.8M held · 4.20%	4.20% -7.80 pts	Oct 7 filed Sep 30 observed · 7d	$17.50 ↗ 28.4% of 52W Oct 9 close	$18.61	$16.42
BCAX	TROW-IM	Reported accumulationSchedule 13G amendment	6.6M+3.4M	12.00%0.00 pts	04/08/26 filed03/31/26 observed · 8d lag	$17.5097.1% of range$7.80–$20.25	$19.89	$21.61
BCAX	TROW-IM	Initial Schedule 13GInitial Schedule 13G	3.2M	12.00%	02/17/26 filed12/31/25 observed · 48d lag	$17.5075.8% of range$7.80–$19.71	$16.83	$14.08
ESAB ESAB CORP ☆ Watch InstitutionalUnlock	TROW-IM	Earliest Schedule 13G amendment found Schedule 13G amendment	— 3.9M held · 6.20%	6.20%	Oct 7 filed Sep 30 observed · 7d	$66.85 ↗ 1.4% of 52W Oct 9 close	$65.88	$67.12
ULS UL SOLUTIONS INC - CLASS A ☆ Watch InstitutionalUnlock	TROW-IM	Earliest Schedule 13G amendment found Schedule 13G amendment	— 8.4M held · 10.70%	10.70%	Oct 7 filed Sep 30 observed · 7d	$69.99 ↗ 5.5% of 52W Oct 9 close	$65.62	$67.13
AIV APARTMENT INVT & MGMT CO -A ☆ Watch InstitutionalUnlock	TROW	Earliest Schedule 13G amendment found Schedule 13G amendment	— 5.0M held · 3.50%	3.50%	Oct 7 filed Sep 30 observed · 7d	$1.77 ↗ 1.0% of 52W Oct 9 close	$1.98	$1.76
RVTY REVVITY INC ☆ Watch InstitutionalUnlock	TROW	Reported accumulation Schedule 13G amendment	+7.7M shares +6.80 pts ownership 13.2M held · 11.80%	11.80% +6.80 pts	Oct 7 filed Sep 30 observed · 7d	$154.18 ↗ 93.0% of 52W Oct 9 close	$152.89	$153.64
RVTY	TROW	Reported reductionSchedule 13G amendment	5.5M-4.6M	5.00%-7.00 pts	08/14/26 filed06/30/26 observed · 45d lag	$154.18	$111.26	$116.84
RVTY	TROW	Earliest Schedule 13G amendment foundSchedule 13G amendment	10.1M	12.00%	05/15/26 filed03/31/26 observed · 45d lag	$154.1816.9% of range$81.36–$118.30	$87.61	$93.97
BBNX BETA BIONICS INC ☆ Watch InstitutionalUnlock	TROW	Initial Schedule 13G Initial Schedule 13G	— 8.9M held · 16.60%	16.60%	Oct 7 filed Sep 30 observed · 7d	$17.63 ↗ 42.6% of 52W Oct 9 close	$18.98	$18.08
KNF KNIFE RIVER CORP ☆ Watch InstitutionalUnlock	TROW	Reported accumulation Schedule 13G amendment	+1.0M shares +1.80 pts ownership 6.1M held · 10.80%	10.80% +1.80 pts	Oct 7 filed Sep 30 observed · 7d	$49.84 ↗ 0.5% of 52W Oct 9 close	$50.42	$50.54
KNF	TROW	Reported accumulationSchedule 13G amendment	5.1M+619.2K	9.00%-3.00 pts	08/14/26 filed06/30/26 observed · 45d lag	$49.8466.4% of range$58.72–$96.28	$83.65	$66.40
KNF	TROW	Earliest Schedule 13G amendment foundSchedule 13G amendment	4.5M	12.00%	05/15/26 filed03/31/26 observed · 45d lag	$49.8451.6% of range$58.72–$103.18	$81.65	$75.90
TTD TRADE DESK INC/THE ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	-31.0M shares -8.70 pts ownership 13.9M held · 3.30%	3.30% -8.70 pts	Oct 7 filed Sep 30 observed · 7d	$12.08 ↗ Oct 9 close	$12.17	$11.92
TTD	STT	Initial Schedule 13GInitial Schedule 13G	44.9M+13.9M	12.00%0.00 pts	04/07/26 filed03/31/26 observed · 7d lag	$12.082.4% of range$21.03–$91.45	$22.69	$20.70
TTD	STT	Initial Schedule 13GInitial Schedule 13G	31.0M	12.00%	02/09/26 filed12/31/25 observed · 40d lag	$12.082.5% of range$35.65–$127.59	$37.96	$27.04
LUV SOUTHWEST AIRLINES CO ☆ Watch InstitutionalUnlock	BEN	Reported accumulation Schedule 13G amendment	+5.3M shares +1.20 pts ownership 49.7M held · 10.20%	10.20% +1.20 pts	Oct 7 filed Sep 30 observed · 7d	$41.66 ↗ 47.9% of 52W Oct 9 close	$41.64	$42.45
LUV	BEN	Reported accumulationSchedule 13G amendment	44.4M+4.2M	9.00%+1.20 pts	04/29/26 filed03/31/26 observed · 29d lag	$41.6643.9% of range$23.82–$55.11	$37.57	$37.22
LUV	BEN	Earliest Schedule 13G amendment foundSchedule 13G amendment	40.2M	7.80%	01/29/26 filed12/31/25 observed · 29d lag	$41.6688.8% of range$23.82–$43.54	$41.33	$48.50
CLDX CELLDEX THERAPEUTICS INC ☆ Watch InstitutionalUnlock	FMR	Reported accumulation Schedule 13G amendment	+4.7K shares -1.30 pts ownership 8.4K held · 10.70%	10.70% -1.30 pts	Oct 7 filed Sep 30 observed · 7d	$29.89 ↗ 44.7% of 52W Oct 9 close	$32.41	$31.01
CLDX	FMR	Earliest Schedule 13G amendment foundSchedule 13G amendment	3.7K	12.00%	05/06/26 filed03/31/26 observed · 36d lag	$29.8986.1% of range$14.40–$34.52	$31.72	$34.39
XFOR X4 PHARMACEUTICALS INC ☆ Watch InstitutionalUnlock	FMR	Exit below reporting threshold Schedule 13G amendment	-3.9M shares -7.40 pts ownership 4.6M held · 4.60%	4.60% -7.40 pts	Oct 7 filed Sep 30 observed · 7d	$2.91 ↗ 4.9% of 52W Oct 9 close	$2.90	$2.77
XFOR	FMR	Earliest Schedule 13G amendment foundSchedule 13G amendment	8.5M	12.00%	02/05/26 filed10/31/25 observed · 97d lag	$2.9110.6% of range$1.35–$26.82	$4.04	$3.66
NXPI NXP SEMICONDUCTORS NV ☆ Watch InstitutionalUnlock	FMR	Earliest Schedule 13G amendment found Schedule 13G amendment	— 9.3K held · 3.70%	3.70%	Oct 7 filed Sep 30 observed · 7d	$227.52 ↗ 34.7% of 52W Oct 9 close	$237.53	$244.38
PAL PROFICIENT AUTO LOGISTICS INC ☆ Watch InstitutionalUnlock	FMR	Earliest Schedule 13G amendment found Schedule 13G amendment	— 4.5K held · 0.00%	0.00%	Oct 7 filed Sep 30 observed · 7d	$3.58 ↗ 0.3% of 52W Oct 9 close	$3.49	$3.42
RGEN REPLIGEN CORP ☆ Watch InstitutionalUnlock	FMR	Reported accumulation Schedule 13G amendment	+4.5K shares +1.00 pts ownership 7.4K held · 13.00%	13.00% +1.00 pts	Oct 7 filed Sep 30 observed · 7d	$173.88 ↗ 93.2% of 52W Oct 9 close	$192.23	$174.86
RGEN	FMR	Initial Schedule 13GInitial Schedule 13G	2.9K	12.00%	02/05/26 filed12/31/25 observed · 36d lag	$173.8876.5% of range$102.97–$182.52	$163.86	$139.66
QDEL QUIDELORTHO CORP ☆ Watch InstitutionalUnlock	FMR	Reported reduction Schedule 13G amendment	-3.9K shares -6.20 pts ownership 4.0K held · 5.80%	5.80% -6.20 pts	Oct 7 filed Sep 30 observed · 7d	$13.42 ↗ 2.4% of 52W Oct 9 close	$10.54	$12.57
QDEL	FMR	Reported accumulationSchedule 13G amendment	7.9K+1.3K	12.00%0.00 pts	05/07/26 filed04/30/26 observed · 7d lag	$13.425.1% of range$10.86–$38.99	$12.30	$10.77
QDEL	FMR	Reported accumulationSchedule 13G amendment	6.6K+1.2K	12.00%0.00 pts	05/06/26 filed03/31/26 observed · 36d lag	$13.428.1% of range$14.45–$38.99	$16.43	$10.96
1 older filing(s) are outside your plan’s history limit. Compare plans.
EIKN EIKON THERAPEUTICS INC ☆ Watch InstitutionalUnlock	FMR	Reported accumulation Schedule 13G amendment	+526.2K shares +1.00 pts ownership 5.5M held · 10.20%	10.20% +1.00 pts	Oct 7 filed Sep 30 observed · 7d	$7.47 ↗ 5.0% of 52W Oct 9 close	$8.04	$7.51
EIKN	FMR	Reported accumulationSchedule 13G amendment	5.0M+1.2M	9.20%-2.80 pts	08/06/26 filed06/30/26 observed · 37d lag	$7.4754.2% of range$7.90–$17.40	$13.05	$9.21
EIKN	FMR	Earlier Form 13F quarter-end holdingForm 13F quarter-end evidence	3.8M		05/15/26 filed03/31/26 observed · 45d lag	$7.47
1 older filing(s) are outside your plan’s history limit. Compare plans.
SWKS SKYWORKS SOLUTIONS INC ☆ Watch InstitutionalUnlock	FMR	Initial Schedule 13G Initial Schedule 13G	— 19.0K held · 12.60%	12.60%	Oct 7 filed Sep 30 observed · 7d	$76.35 ↗ 82.1% of 52W Oct 9 close	$85.48	$82.79
EXLS EXLSERVICE HOLDINGS INC ☆ Watch InstitutionalUnlock	FMR	Reported accumulation Schedule 13G amendment	+3.9K shares +3.00 pts ownership 18.2K held · 12.00%	12.00% +3.00 pts	Oct 7 filed Sep 30 observed · 7d	$36.79 ↗ 49.4% of 52W Oct 9 close	$34.38	$35.41
EXLS	FMR	Earliest Schedule 13G amendment foundSchedule 13G amendment	14.3K	9.00%	02/05/26 filed12/31/25 observed · 36d lag	$36.7934.0% of range$37.30–$52.43	$42.44	$31.20
WT WISDOMTREE INC ☆ Watch InstitutionalUnlock	FMR	Exit below reporting threshold Schedule 13G amendment	-8.4K shares -8.80 pts ownership 4.9K held · 3.20%	3.20% -8.80 pts	Oct 7 filed Sep 30 observed · 7d	$22.61 ↗ 89.4% of 52W Oct 9 close	$24.29	$24.18
WT	FMR	Reported reductionSchedule 13G amendment	13.3K-3.7K	12.00%-0.10 pts	05/06/26 filed03/31/26 observed · 36d lag	$22.6169.4% of range$7.47–$17.68	$14.56	$19.06
WT	FMR	Earliest Schedule 13G amendment foundSchedule 13G amendment	17.1K	12.10%	02/05/26 filed12/31/25 observed · 36d lag	$22.6163.0% of range$7.47–$14.96	$12.19	$15.50
PRSU PURSUIT ATTRACTIONS AND HOSPITALITY INC ☆ Watch InstitutionalUnlock	FMR	Reported accumulation Schedule 13G amendment	+556 shares +2.00 pts ownership 2.9K held · 10.70%	10.70% +2.00 pts	Oct 7 filed Sep 30 observed · 7d	$52.94 ↗ 72.3% of 52W Oct 9 close	$49.73	$52.73
PRSU	FMR	Reported accumulationSchedule 13G amendment	2.4K+635	8.70%-3.30 pts	08/06/26 filed06/30/26 observed · 37d lag	$52.9498.1% of range$27.92–$56.51	$55.97	$47.67
PRSU	FMR	Initial Schedule 13GInitial Schedule 13G	1.7K	12.00%	05/06/26 filed03/31/26 observed · 36d lag	$52.9485.4% of range$26.66–$38.33	$36.63	$41.90
IMCR IMMUNOCORE HOLDINGS PLC ☆ Watch InstitutionalUnlock	FMR	Exit below reporting threshold Schedule 13G amendment	-2.6M shares -5.20 pts ownership 1.7M held · 3.60%	3.60% -5.20 pts	Oct 7 filed Sep 30 observed · 7d	$29.39 ↗ 20.8% of 52W Oct 9 close	$30.29	$29.55
IMCR	FMR	Earliest Schedule 13G amendment foundSchedule 13G amendment	4.3M	8.80%	08/06/26 filed06/30/26 observed · 37d lag	$29.3931.9% of range$27.56–$40.72	$31.75	$34.50

AHCO Exit below reporting threshold

AdaptHealth Corp

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Strong institutional reduction Oct 8, 2026 filed

Reported shares 6.4M -526.2K

Ownership 4.70% -0.40 pts

Latest stored close $6.06 10/09/26 View live quote ↗

52-week position 5.2% $5.21–$13.43

More filing data

Observation price$5.64

Filing price$6.07

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 04/09/26 filed

Initial Schedule 13G · 6.9M shares · 5.10% · filing $12.22 · 52-week $7.11–$11.98 · range 98.4%

ABG Earliest Schedule 13G amendment found

Asbury Automotive Group Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 1.2M

Ownership 6.60%

Latest stored close $167.60 10/09/26 View live quote ↗

52-week position 2.2% $170.35–$258.75

More filing data

Observation price$172.30

Filing price$168.96

Observed date09/30/26

Disclosure lag8 days

BJRI Exit below reporting threshold

BJ's Restaurants Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 981.3K -102.7K

Ownership 4.60% -0.50 pts

Latest stored close $59.87 10/09/26 View live quote ↗

52-week position 62.5% $28.46–$74.60

More filing data

Observation price$57.29

Filing price$59.54

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 01/21/26 filed

Initial Schedule 13G · 1.1M shares · 5.10% · filing $44.73 · 52-week $28.46–$47.02 · range 58.9%

REZI Earliest Schedule 13G amendment found

Resideo Technologies Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 7.4M

Ownership 4.90%

Latest stored close $17.07 10/09/26 View live quote ↗

52-week position 3.0% $17.73–$31.52

More filing data

Observation price$18.15

Filing price$17.20

Observed date09/30/26

Disclosure lag8 days

CALM Reported accumulation

Cal-Maine Foods Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 2.9M +402.3K

Ownership 6.30% +1.10 pts

Latest stored close $64.35 10/09/26 View live quote ↗

52-week position 14.2% $63.50–$95.57

More filing data

Observation price$68.06

Filing price$64.83

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 04/09/26 filed

Initial Schedule 13G · 2.5M shares · 5.20% · filing $77.72 · 52-week $71.92–$126.40 · range 13.3%

TMHC* Earliest Schedule 13G amendment found

Taylor Morrison Home Corp

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 1

Ownership 0.00%

Latest stored close

52-week position —

More filing data

Observation price

Filing price

Observed date09/30/26

Disclosure lag8 days

DINO Exit below reporting threshold

HF Sinclair Corp

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 7.3M -2.0M

Ownership 4.10% -1.00 pts

Latest stored close $121.30 10/09/26 View live quote ↗

52-week position 84.8% $45.71–$118.39

More filing data

Observation price$107.32

Filing price$120.72

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 04/09/26 filed

Initial Schedule 13G · 9.2M shares · 5.10% · filing $56.43 · 52-week $24.66–$64.70 · range 94.2%

FSM Earliest Schedule 13G amendment found

Fortuna Mining Corp

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 18.4M

Ownership 6.20%

Latest stored close $10.92 10/09/26 View live quote ↗

52-week position 57.6% $7.69–$13.85

More filing data

Observation price$11.24

Filing price$10.61

Observed date09/30/26

Disclosure lag8 days

NWPX Earliest Schedule 13G amendment found

NWPX Infrastructure Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 549.9K

Ownership 5.70%

Latest stored close $101.32 10/09/26 View live quote ↗

52-week position 52.3% $49.25–$152.03

More filing data

Observation price$103.03

Filing price$100.73

Observed date09/30/26

Disclosure lag8 days

RAMP Exit below reporting threshold

LiveRamp Holdings Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 21.9K -3.0M

Ownership 0.00% -5.00 pts

Latest stored close $37.56 10/09/26 View live quote ↗

52-week position 95.7% $21.71–$38.23

More filing data

Observation price$37.52

Filing price$37.57

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 07/14/26 filed

Initial Schedule 13G · 3.0M shares · 5.00% · filing $37.94 · 52-week $21.71–$37.92 · range 98.3%

TRC Exit below reporting threshold

Tejon Ranch Co

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 1.3M -88.0K

Ownership 4.70% -0.40 pts

Latest stored close $16.35 10/09/26 View live quote ↗

52-week position 15.2% $15.31–$21.31

More filing data

Observation price$16.22

Filing price$16.40

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 07/14/26 filed

Schedule 13G amendment · 1.4M shares · 5.10% · filing $18.16 · 52-week $15.31–$21.31 · range 56.5%

AOUT Earliest Schedule 13G amendment found

American Outdoor Brands Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 693.9K

Ownership 5.50%

Latest stored close $16.50 10/09/26 View live quote ↗

52-week position 87.0% $6.26–$17.69

More filing data

Observation price$16.20

Filing price$16.30

Observed date09/30/26

Disclosure lag8 days

MQ Exit below reporting threshold

Marqeta Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 1.9M -5.8M

Ownership 2.00% -6.00 pts

Latest stored close $18.11 10/09/26 View live quote ↗

52-week position 29.3% $14.80–$22.28

More filing data

Observation price$17.00

Filing price$17.44

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 07/14/26 filed

Initial Schedule 13G · 7.8M shares · 8.00% · filing $16.13 · 52-week $14.80–$28.16 · range 10.8%

CARS Earliest Schedule 13G amendment found

Cars.com Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 3.6M

Ownership 6.70%

Latest stored close $9.71 10/09/26 View live quote ↗

52-week position 45.6% $7.40–$13.69

More filing data

Observation price$10.27

Filing price$9.74

Observed date09/30/26

Disclosure lag8 days

SGA Earliest Schedule 13G amendment found

Saga Communications Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 301.1K

Ownership 4.70%

Latest stored close $8.36 10/09/26 View live quote ↗

52-week position 1.0% $8.19–$13.19

More filing data

Observation price$8.24

Filing price$8.40

Observed date09/30/26

Disclosure lag8 days

ZD Earliest Schedule 13G amendment found

Ziff Davis Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 2.3M

Ownership 6.60%

Latest stored close $56.52 10/09/26 View live quote ↗

52-week position 90.0% $22.45–$60.48

More filing data

Observation price$56.69

Filing price$55.91

Observed date09/30/26

Disclosure lag8 days

WTTR Earliest Schedule 13G amendment found

Select Water Solutions Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 6.3M

Ownership 4.90%

Latest stored close $19.76 10/09/26 View live quote ↗

52-week position 79.2% $9.29–$22.55

More filing data

Observation price$19.79

Filing price$19.60

Observed date09/30/26

Disclosure lag8 days

EFSC Earliest Schedule 13G amendment found

Enterprise Financial Services Corp

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 2.2M

Ownership 6.20%

Latest stored close $58.59 10/09/26 View live quote ↗

52-week position 44.3% $51.18–$68.73

More filing data

Observation price$58.95

Filing price$59.33

Observed date09/30/26

Disclosure lag8 days

STEL Exit below reporting threshold

Stellar Bancorp Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 1 -2.6M

Ownership 0.00% -5.10 pts

Latest stored close View live quote ↗

52-week position —

More filing data

Observation price

Filing price

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 07/14/26 filed

Initial Schedule 13G · 2.6M shares · 5.10% · filing

SHOE Earliest Schedule 13G amendment found

Shoe Station Group Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 1.5M

Ownership 5.50%

Latest stored close $12.75 10/09/26 View live quote ↗

52-week position 21.3% $10.20–$22.38

More filing data

Observation price$12.79

Filing price$13.06

Observed date09/30/26

Disclosure lag8 days

CARE Reported accumulation

Carter Bankshares Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 1.4M +240.5K

Ownership 6.20% +1.10 pts

Latest stored close $30.16 10/09/26 View live quote ↗

52-week position 68.0% $16.78–$36.06

More filing data

Observation price$29.89

Filing price$30.47

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 01/21/26 filed

Initial Schedule 13G · 1.1M shares · 5.10% · filing $20.90 · 52-week $13.61–$20.63 · range 86.2%

STRA Earliest Schedule 13G amendment found

Strategic Education Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 1.5M

Ownership 6.60%

Latest stored close $82.39 10/09/26 View live quote ↗

52-week position 39.8% $69.70–$89.73

More filing data

Observation price$77.67

Filing price$82.39

Observed date09/30/26

Disclosure lag8 days

OI Earliest Schedule 13G amendment found

O-I Glass Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 6.6M

Ownership 4.30%

Latest stored close $6.08 10/09/26 View live quote ↗

52-week position 0.4% $5.61–$16.91

More filing data

Observation price$5.65

Filing price$6.17

Observed date09/30/26

Disclosure lag8 days

NAVI Exit below reporting threshold

Navient Corp

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 4.5M -803.5K

Ownership 4.80% -0.80 pts

Latest stored close $9.11 10/09/26 View live quote ↗

52-week position 28.2% $7.33–$13.50

More filing data

Observation price$9.07

Filing price$9.27

Observed date09/30/26

Disclosure lag8 days

Earlier filings (2 shown of 2)

Reported reduction 07/14/26 filed

Schedule 13G amendment · 5.3M shares · 5.60% · filing $8.47 · 52-week $7.33–$16.07 · range 13.5%

Earliest Schedule 13G amendment found 04/09/26 filed

Schedule 13G amendment · 6.4M shares · 6.70% · filing $8.30 · 52-week $7.86–$16.07 · range 3.9%

SBH Earliest Schedule 13G amendment found

Sally Beauty Holdings Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 6.1M

Ownership 6.50%

Latest stored close $15.90 10/09/26 View live quote ↗

52-week position 76.5% $11.54–$17.92

More filing data

Observation price$16.42

Filing price$16.03

Observed date09/30/26

Disclosure lag8 days

KOP Earliest Schedule 13G amendment found

Koppers Holdings Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 1.3M

Ownership 6.70%

Latest stored close $43.41 10/09/26 View live quote ↗

52-week position 73.5% $25.00–$53.00

More filing data

Observation price$45.59

Filing price$44.24

Observed date09/30/26

Disclosure lag8 days

ATROB Exit below reporting threshold

Astronics Corp

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 335.4K -9.7K

Ownership 3.10% -4.40 pts

Latest stored close $64.06 10/09/26 View live quote ↗

52-week position 54.0% $36.71–$94.29

More filing data

Observation price$67.82

Filing price$64.00

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 07/14/26 filed

Initial Schedule 13G · 345.1K shares · 7.50% · filing $72.12 · 52-week $19.08–$91.15 · range 79.0%

UNF Earliest Schedule 13G amendment found

UniFirst Corp/MA

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 704.0K

Ownership 4.80%

Latest stored close $260.85 10/09/26 View live quote ↗

52-week position 64.7% $147.66–$306.67

More filing data

Observation price$250.52

Filing price$259.60

Observed date09/30/26

Disclosure lag8 days

OPLN Earliest Schedule 13G amendment found

OPENLANE Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 6.2M

Ownership 5.10%

Latest stored close $36.71 10/09/26 View live quote ↗

52-week position 52.8% $24.32–$42.90

More filing data

Observation price$34.13

Filing price$35.68

Observed date09/30/26

Disclosure lag8 days

LCII Earliest Schedule 13G amendment found

LCI Industries

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 1.6M

Ownership 6.40%

Latest stored close $78.30 10/09/26 View live quote ↗

52-week position 1.2% $82.78–$159.66

More filing data

Observation price$83.67

Filing price$80.19

Observed date09/30/26

Disclosure lag8 days

FLXS Reported reduction

Flexsteel Industries Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 331.9K -25.9K

Ownership 8.10% +1.40 pts

Latest stored close $85.17 10/09/26 View live quote ↗

52-week position 89.4% $34.00–$90.65

More filing data

Observation price$84.65

Filing price$86.52

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 01/21/26 filed

Schedule 13G amendment · 357.8K shares · 6.70% · filing $42.15 · 52-week $29.38–$64.14 · range 29.1%

NFBK Exit below reporting threshold

Northfield Bancorp Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 1 -2.5M

Ownership 0.00% -6.10 pts

Latest stored close View live quote ↗

52-week position —

More filing data

Observation price

Filing price

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 01/21/26 filed

Schedule 13G amendment · 2.5M shares · 6.10% · filing

ALOT Exit below reporting threshold

AstroNova Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 1 -435.2K

Ownership 0.00% -5.70 pts

Latest stored close View live quote ↗

52-week position —

More filing data

Observation price

Filing price

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 04/09/26 filed

Schedule 13G amendment · 435.2K shares · 5.70% · filing $11.58 · 52-week $6.96–$12.68 · range 39.0%

UHS Initial Schedule 13G

Universal Health Services Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 2.7M

Ownership 5.20%

Latest stored close $177.35 10/09/26 View live quote ↗

52-week position 32.2% $140.08–$246.33

More filing data

Observation price$174.26

Filing price$175.72

Observed date09/30/26

Disclosure lag8 days

NBHC Initial Schedule 13G

National Bank Holdings Corp

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 2.5M +359.1K

Ownership 5.50% +0.80 pts

Latest stored close $37.93 10/09/26 View live quote ↗

52-week position 33.8% $35.06–$47.28

More filing data

Observation price$39.19

Filing price$38.18

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 04/09/26 filed

Schedule 13G amendment · 2.1M shares · 4.70% · filing $42.02 · 52-week $32.83–$42.99 · range 62.3%

BKQNF Initial Schedule 13G

Bank of Queensland Ltd

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 33.8M

Ownership 5.10%

Latest stored close $3.91 10/09/26 View live quote ↗

52-week position 38.4% $3.77–$4.14

More filing data

Observation price$3.91

Filing price$3.91

Observed date09/30/26

Disclosure lag8 days

ADT Reported accumulation

ADT Inc

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 43.3M +3.4M

Ownership 6.40% +1.20 pts

Latest stored close $6.43 10/09/26 View live quote ↗

52-week position 0.4% $6.07–$8.89

More filing data

Observation price$6.08

Filing price$6.30

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 04/09/26 filed

Initial Schedule 13G · 39.9M shares · 5.20% · filing $6.83 · 52-week $6.25–$8.94 · range 11.9%

SCHL Reported reduction

Scholastic Corp

Dimensional Fund Advisors

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 1.7M -58.1K

Ownership 9.50% +1.20 pts

Latest stored close $38.60 10/09/26 View live quote ↗

52-week position 40.5% $26.38–$48.07

More filing data

Observation price$35.16

Filing price$37.96

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 04/09/26 filed

Schedule 13G amendment · 1.7M shares · 8.30% · filing $39.44 · 52-week $15.77–$39.65 · range 97.5%

ORRF Initial Schedule 13G

Orrstown Financial Services Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 1.0M

Ownership 5.10%

Latest stored close $40.90 10/09/26 View live quote ↗

52-week position 72.9% $31.87–$43.81

More filing data

Observation price$40.58

Filing price$40.82

Observed date09/30/26

Disclosure lag8 days

EYE Initial Schedule 13G

National Vision Holdings Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 4.1M

Ownership 5.10%

Latest stored close $16.68 10/09/26 View live quote ↗

52-week position 10.7% $14.75–$30.02

More filing data

Observation price$16.38

Filing price$16.82

Observed date09/30/26

Disclosure lag8 days

ECPG Initial Schedule 13G

Encore Capital Group Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 1.1M +19.2K

Ownership 5.20% +0.30 pts

Latest stored close $99.77 10/09/26 View live quote ↗

52-week position 83.8% $39.95–$104.98

More filing data

Observation price$94.44

Filing price$99.27

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 01/21/26 filed

Schedule 13G amendment · 1.1M shares · 4.90% · filing $56.09 · 52-week $26.45–$56.67 · range 92.3%

CWBC Initial Schedule 13G

Community West Bancshares

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 1.4M

Ownership 5.10%

Latest stored close $25.71 10/09/26 View live quote ↗

52-week position 74.6% $19.79–$28.17

More filing data

Observation price$26.04

Filing price$26.06

Observed date09/30/26

Disclosure lag8 days

HHH Initial Schedule 13G

Howard Hughes Holdings Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 3.1M

Ownership 5.10%

Latest stored close $73.73 10/09/26 View live quote ↗

52-week position 43.7% $60.09–$91.07

More filing data

Observation price$73.62

Filing price$71.85

Observed date09/30/26

Disclosure lag8 days

SHEN Initial Schedule 13G

Shenandoah Telecommunications Co

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 2.9M

Ownership 5.20%

Latest stored close $10.41 10/09/26 View live quote ↗

52-week position —

More filing data

Observation price$11.22

Filing price$11.83

Observed date09/30/26

Disclosure lag8 days

PATK Initial Schedule 13G

Patrick Industries Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 1.6M

Ownership 5.10%

Latest stored close $63.46 10/09/26 View live quote ↗

52-week position 1.0% $67.00–$148.50

More filing data

Observation price$67.78

Filing price$64.92

Observed date09/30/26

Disclosure lag8 days

ADIG Initial Schedule 13G

ADI Global Distribution Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 3.9M

Ownership 5.10%

Latest stored close $16.80 10/09/26 View live quote ↗

52-week position 4.2% $17.35–$30.99

More filing data

Observation price$17.92

Filing price$17.53

Observed date09/30/26

Disclosure lag8 days

CIVB Initial Schedule 13G

Civista Bancshares Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 1.1M

Ownership 5.30%

Latest stored close $26.41 10/09/26 View live quote ↗

52-week position 64.6% $19.82–$29.97

More filing data

Observation price$26.38

Filing price$26.60

Observed date09/30/26

Disclosure lag8 days

SON Initial Schedule 13G

Sonoco Products Co

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 5.3M

Ownership 5.40%

Latest stored close $47.92 10/09/26 View live quote ↗

52-week position 46.2% $38.65–$60.67

More filing data

Observation price$48.82

Filing price$47.74

Observed date09/30/26

Disclosure lag8 days

ACHC Initial Schedule 13G

Acadia Healthcare Co Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 4.7M

Ownership 5.00%

Latest stored close $29.25 10/09/26 View live quote ↗

52-week position 65.9% $11.43–$35.83

More filing data

Observation price$27.50

Filing price$29.23

Observed date09/30/26

Disclosure lag8 days

BLMN Initial Schedule 13G

Bloomin' Brands Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 4.4M

Ownership 5.20%

Latest stored close $8.60 10/09/26 View live quote ↗

52-week position 34.4% $5.19–$12.63

More filing data

Observation price$7.75

Filing price$8.17

Observed date09/30/26

Disclosure lag8 days

VRTS Initial Schedule 13G

Virtus Investment Partners Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 369.9K

Ownership 5.60%

Latest stored close $131.22 10/09/26 View live quote ↗

52-week position 14.6% $121.61–$195.00

More filing data

Observation price$132.32

Filing price$130.91

Observed date09/30/26

Disclosure lag8 days

TDOC Initial Schedule 13G

Teladoc Health Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 9.1M

Ownership 5.00%

Latest stored close $5.77 10/09/26 View live quote ↗

52-week position 25.5% $4.40–$9.89

More filing data

Observation price$5.80

Filing price$5.56

Observed date09/30/26

Disclosure lag8 days

CRGY Initial Schedule 13G

Crescent Energy Co

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 18.3M

Ownership 5.50%

Latest stored close $12.66 10/09/26 View live quote ↗

52-week position 66.9% $7.68–$15.47

More filing data

Observation price$12.89

Filing price$13.47

Observed date09/30/26

Disclosure lag8 days

MATV Initial Schedule 13G

Mativ Holdings Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 2.8M

Ownership 5.10%

Latest stored close $11.60 10/09/26 View live quote ↗

52-week position 53.7% $7.07–$15.48

More filing data

Observation price$11.59

Filing price$11.92

Observed date09/30/26

Disclosure lag8 days

AMRC Initial Schedule 13G

Ameresco Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 1.8M

Ownership 5.20%

Latest stored close $21.33 10/09/26 View live quote ↗

52-week position 8.8% $18.38–$44.93

More filing data

Observation price$20.71

Filing price$21.93

Observed date09/30/26

Disclosure lag8 days

XPRO Initial Schedule 13G

Expro Ltd

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 6.1M

Ownership 5.40%

Latest stored close $16.17 10/09/26 View live quote ↗

52-week position 53.6% $11.78–$19.23

More filing data

Observation price$15.77

Filing price$15.55

Observed date09/30/26

Disclosure lag8 days

OSPN Initial Schedule 13G

OneSpan Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 1.9M

Ownership 5.20%

Latest stored close $18.22 10/09/26 View live quote ↗

52-week position 93.2% $10.07–$18.48

More filing data

Observation price$17.91

Filing price$17.70

Observed date09/30/26

Disclosure lag8 days

SCL Initial Schedule 13G

Stepan Co

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 1.2M +69.0K

Ownership 5.20% +0.20 pts

Latest stored close $61.03 10/09/26 View live quote ↗

52-week position 78.5% $41.82–$68.00

More filing data

Observation price$62.38

Filing price$61.32

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 01/21/26 filed

Schedule 13G amendment · 1.1M shares · 5.00% · filing $53.29 · 52-week $41.82–$65.90 · range 23.0%

COLM Initial Schedule 13G

Columbia Sportswear Co

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 2.7M

Ownership 5.20%

Latest stored close $57.04 10/09/26 View live quote ↗

52-week position 46.0% $47.47–$69.06

More filing data

Observation price$57.41

Filing price$56.53

Observed date09/30/26

Disclosure lag8 days

GT Initial Schedule 13G

Goodyear Tire & Rubber Co/The

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 15.1M +3.7M

Ownership 5.20% +1.30 pts

Latest stored close $4.68 10/09/26 View live quote ↗

52-week position 1.1% $4.91–$10.62

More filing data

Observation price$4.97

Filing price$4.69

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 07/14/26 filed

Schedule 13G amendment · 11.3M shares · 3.90% · filing $6.66 · 52-week $5.43–$11.79 · range 18.4%

MDU Initial Schedule 13G

MDU Resources Group Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 10.7M +244.0K

Ownership 5.10% +0.10 pts

Latest stored close $18.74 10/09/26 View live quote ↗

52-week position 20.0% $17.43–$22.98

More filing data

Observation price$18.54

Filing price$18.89

Observed date09/30/26

Disclosure lag8 days

Earlier filings (2 shown of 2)

Reported accumulation 07/14/26 filed

Schedule 13G amendment · 10.4M shares · 5.00% · filing $21.24 · 52-week $15.76–$22.98 · range 75.5%

Initial Schedule 13G 04/09/26 filed

Initial Schedule 13G · 10.3M shares · 5.00% · filing $22.32 · 52-week $15.04–$21.49 · range 88.1%

HFWA Initial Schedule 13G

Heritage Financial Corp/WA

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 2.3M +312.9K

Ownership 5.50% +0.70 pts

Latest stored close $27.16 10/09/26 View live quote ↗

52-week position 63.5% $21.32–$31.25

More filing data

Observation price$27.63

Filing price$27.24

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 04/09/26 filed

Schedule 13G amendment · 2.0M shares · 4.80% · filing $27.86 · 52-week $19.84–$28.98 · range 67.4%

HGV Initial Schedule 13G

Hilton Grand Vacations Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 4.1M

Ownership 5.20%

Latest stored close $34.53 10/09/26 View live quote ↗

52-week position 1.7% $34.31–$55.40

More filing data

Observation price$34.66

Filing price$34.59

Observed date09/30/26

Disclosure lag8 days

KSS Initial Schedule 13G

Kohl's Corp

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 6.9M +1.4M

Ownership 6.10% +1.20 pts

Latest stored close $20.35 10/09/26 View live quote ↗

52-week position 51.2% $11.38–$25.22

More filing data

Observation price$18.46

Filing price$20.12

Observed date09/30/26

Disclosure lag8 days

Earlier filings (2 shown of 2)

Exit below reporting threshold 07/14/26 filed

Schedule 13G amendment · 5.6M shares · 4.90% · filing $16.43 · 52-week $8.34–$25.22 · range 55.6%

Initial Schedule 13G 04/09/26 filed

Initial Schedule 13G · 6.3M shares · 5.70% · filing $13.70 · 52-week $6.04–$25.22 · range 35.8%

OBK Initial Schedule 13G

Origin Bancorp Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 1.6M

Ownership 5.10%

Latest stored close $51.56 10/09/26 View live quote ↗

52-week position 85.8% $32.13–$55.57

More filing data

Observation price$52.25

Filing price$52.32

Observed date09/30/26

Disclosure lag8 days

OSBC Initial Schedule 13G

Old Second Bancorp Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 2.6M

Ownership 5.10%

Latest stored close $24.61 10/09/26 View live quote ↗

52-week position 83.3% $16.65–$26.06

More filing data

Observation price$24.49

Filing price$24.66

Observed date09/30/26

Disclosure lag8 days

GNTX Initial Schedule 13G

Gentex Corp

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 10.6M

Ownership 5.00%

Latest stored close $21.04 10/09/26 View live quote ↗

52-week position 16.0% $20.48–$28.37

More filing data

Observation price$21.74

Filing price$21.08

Observed date09/30/26

Disclosure lag8 days

OCFC Initial Schedule 13G

OceanFirst Financial Corp

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 4.9M +350.7K

Ownership 5.10% +0.40 pts

Latest stored close $16.08 10/09/26 View live quote ↗

52-week position 2.9% $16.41–$20.61

More filing data

Observation price$16.53

Filing price$16.46

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 07/14/26 filed

Schedule 13G amendment · 4.6M shares · 4.70% · filing $19.26 · 52-week $16.09–$20.61 · range 76.1%

UPBD Initial Schedule 13G

Upbound Group Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 3.1M

Ownership 5.40%

Latest stored close $15.40 10/09/26 View live quote ↗

52-week position 3.8% $15.37–$23.98

More filing data

Observation price$15.70

Filing price$15.62

Observed date09/30/26

Disclosure lag8 days

GLIBA Initial Schedule 13G

Liberty Capital Corp

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 191.4K

Ownership 5.20%

Latest stored close $20.08 10/09/26 View live quote ↗

52-week position —

More filing data

Observation price$23.12

Filing price$23.54

Observed date09/30/26

Disclosure lag8 days

LRN Initial Schedule 13G

Stride Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 2.1M

Ownership 5.00%

Latest stored close $85.59 10/09/26 View live quote ↗

52-week position 18.4% $60.61–$155.06

More filing data

Observation price$77.98

Filing price$79.62

Observed date09/30/26

Disclosure lag8 days

GAP Initial Schedule 13G

Gap Inc/The

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 19.2M

Ownership 5.50%

Latest stored close $23.23 10/09/26 View live quote ↗

52-week position 42.0% $18.11–$29.36

More filing data

Observation price$22.84

Filing price$23.61

Observed date09/30/26

Disclosure lag8 days

MMS Initial Schedule 13G

Maximus Inc

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 2.7M

Ownership 5.10%

Latest stored close $59.39 10/09/26 View live quote ↗

52-week position 4.4% $51.04–$100.00

More filing data

Observation price$53.19

Filing price$55.65

Observed date09/30/26

Disclosure lag8 days

AGCO Initial Schedule 13G

AGCO Corp

Dimensional Fund Advisors

Initial Schedule 13G

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Institutional score Oct 8, 2026 filed

Reported shares 3.7M

Ownership 5.30%

Latest stored close $103.28 10/09/26 View live quote ↗

52-week position 35.1% $98.22–$143.78

More filing data

Observation price$114.23

Filing price$109.15

Observed date09/30/26

Disclosure lag8 days

GLIBA Exit below reporting threshold

Liberty Capital Corporation

Geode Capital Management

Schedule 13G amendment

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Institutional score Oct 8, 2026 filed

Reported shares 128.2K -138.3K

Ownership 3.51% -3.79 pts

Latest stored close $20.08 10/09/26 View live quote ↗

52-week position 15.8% $19.61–$41.87

More filing data

Observation price$23.12

Filing price$23.54

Observed date09/30/26

Disclosure lag8 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 08/07/26 filed

Initial Schedule 13G · 266.5K shares · 7.30% · filing $24.60 · 52-week $19.61–$41.87 · range 10.3%

LEN Reported accumulation

LENNAR CORPORATION

Berkshire Hathaway

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 26.0M +12.9M

Ownership 12.50% +6.30 pts

Latest stored close $76.69 10/09/26 View live quote ↗

52-week position 10.1% $75.70–$133.76

More filing data

Observation price$81.59

Filing price$76.13

Observed date09/30/26

Disclosure lag7 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 08/14/26 filed

Initial Schedule 13G · 13.1M shares · 6.20% · filing $86.83 · 52-week $81.18–$144.24 · range 14.8%

NBIS Reported reduction

NEBIUS GROUP N.V.

Goldman Sachs Group

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 13.0K -10.1K

Ownership 5.10% -5.40 pts

Latest stored close $221.07 10/09/26 View live quote ↗

52-week position 71.7% $73.52–$299.86

More filing data

Observation price$235.88

Filing price$249.87

Observed date09/30/26

Disclosure lag7 days

Earlier filings (2 shown of 2)

Reported accumulation 08/07/26 filed

Schedule 13G amendment · 23.1K shares · 10.50% · filing $187.97 · 52-week $50.10–$299.86 · range 56.2%

Initial Schedule 13G 08/07/26 filed

Initial Schedule 13G · 15.9K shares · 7.20% · filing $187.97 · 52-week $43.89–$299.86 · range 90.7%

ABUS Reported accumulation

Arbutus Biopharma Corp

Morgan Stanley

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 18.7M +1.3M

Ownership 12.20% +3.40 pts

Latest stored close $4.22 10/09/26 View live quote ↗

52-week position 65.6% $3.50–$5.45

More filing data

Observation price$4.78

Filing price$4.29

Observed date09/30/26

Disclosure lag7 days

Earlier filings (2 shown of 2)

Reported reduction 08/12/26 filed

Schedule 13G amendment · 17.4M shares · 8.80% · filing $4.59 · 52-week $3.06–$5.10 · range 85.3%

Earliest Schedule 13G amendment found 02/11/26 filed

Schedule 13G amendment · 25.9M shares · 13.50% · filing $4.16 · 52-week $2.71–$5.10 · range 87.9%

BANC Earliest Schedule 13G amendment found

BANC OF CALIFORNIA INC

T. Rowe Price Investment Management

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 16.0M

Ownership 10.10%

Latest stored close $17.30 10/09/26 View live quote ↗

52-week position 28.8% $15.33–$21.93

More filing data

Observation price$17.23

Filing price$17.17

Observed date09/30/26

Disclosure lag7 days

BCAX Exit below reporting threshold

BICARA THERAPEUTICS INC

T. Rowe Price Investment Management

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 2.8M -3.8M

Ownership 4.20% -7.80 pts

Latest stored close $17.50 10/09/26 View live quote ↗

52-week position 28.4% $13.70–$30.99

More filing data

Observation price$18.61

Filing price$16.42

Observed date09/30/26

Disclosure lag7 days

Earlier filings (2 shown of 2)

Reported accumulation 04/08/26 filed

Schedule 13G amendment · 6.6M shares · 12.00% · filing $21.61 · 52-week $7.80–$20.25 · range 97.1%

Initial Schedule 13G 02/17/26 filed

Initial Schedule 13G · 3.2M shares · 12.00% · filing $14.08 · 52-week $7.80–$19.71 · range 75.8%

ESAB Earliest Schedule 13G amendment found

ESAB CORP

T. Rowe Price Investment Management

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 3.9M

Ownership 6.20%

Latest stored close $66.85 10/09/26 View live quote ↗

52-week position 1.4% $64.83–$137.42

More filing data

Observation price$65.88

Filing price$67.12

Observed date09/30/26

Disclosure lag7 days

ULS Earliest Schedule 13G amendment found

UL SOLUTIONS INC - CLASS A

T. Rowe Price Investment Management

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 8.4M

Ownership 10.70%

Latest stored close $69.99 10/09/26 View live quote ↗

52-week position 5.5% $63.17–$107.54

More filing data

Observation price$65.62

Filing price$67.13

Observed date09/30/26

Disclosure lag7 days

AIV Earliest Schedule 13G amendment found

APARTMENT INVT & MGMT CO -A

T. Rowe Price Associates

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 5.0M

Ownership 3.50%

Latest stored close $1.77 10/09/26 View live quote ↗

52-week position 1.0% $1.92–$8.01

More filing data

Observation price$1.98

Filing price$1.76

Observed date09/30/26

Disclosure lag7 days

RVTY Reported accumulation

REVVITY INC

T. Rowe Price Associates

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 13.2M +7.7M

Ownership 11.80% +6.80 pts

Latest stored close $154.18 10/09/26 View live quote ↗

52-week position 93.0% $81.22–$158.28

More filing data

Observation price$152.89

Filing price$153.64

Observed date09/30/26

Disclosure lag7 days

Earlier filings (2 shown of 2)

Reported reduction 08/14/26 filed

Schedule 13G amendment · 5.5M shares · 5.00% · filing $116.84

Earliest Schedule 13G amendment found 05/15/26 filed

Schedule 13G amendment · 10.1M shares · 12.00% · filing $93.97 · 52-week $81.36–$118.30 · range 16.9%

BBNX Initial Schedule 13G

BETA BIONICS INC

T. Rowe Price Associates

Initial Schedule 13G

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Institutional score Oct 7, 2026 filed

Reported shares 8.9M

Ownership 16.60%

Latest stored close $17.63 10/09/26 View live quote ↗

52-week position 42.6% $8.80–$32.71

More filing data

Observation price$18.98

Filing price$18.08

Observed date09/30/26

Disclosure lag7 days

KNF Reported accumulation

KNIFE RIVER CORP

T. Rowe Price Associates

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 6.1M +1.0M

Ownership 10.80% +1.80 pts

Latest stored close $49.84 10/09/26 View live quote ↗

52-week position 0.5% $50.20–$96.28

More filing data

Observation price$50.42

Filing price$50.54

Observed date09/30/26

Disclosure lag7 days

Earlier filings (2 shown of 2)

Reported accumulation 08/14/26 filed

Schedule 13G amendment · 5.1M shares · 9.00% · filing $66.40 · 52-week $58.72–$96.28 · range 66.4%

Earliest Schedule 13G amendment found 05/15/26 filed

Schedule 13G amendment · 4.5M shares · 12.00% · filing $75.90 · 52-week $58.72–$103.18 · range 51.6%

TTD Initial Schedule 13G

TRADE DESK INC/THE

State Street

Initial Schedule 13G

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Institutional score Oct 7, 2026 filed

Reported shares 13.9M -31.0M

Ownership 3.30% -8.70 pts

Latest stored close $12.08 10/09/26 View live quote ↗

52-week position —

More filing data

Observation price$12.17

Filing price$11.92

Observed date09/30/26

Disclosure lag7 days

Earlier filings (2 shown of 2)

Initial Schedule 13G 04/07/26 filed

Initial Schedule 13G · 44.9M shares · 12.00% · filing $20.70 · 52-week $21.03–$91.45 · range 2.4%

Initial Schedule 13G 02/09/26 filed

Initial Schedule 13G · 31.0M shares · 12.00% · filing $27.04 · 52-week $35.65–$127.59 · range 2.5%

LUV Reported accumulation

SOUTHWEST AIRLINES CO

Franklin Resources

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 49.7M +5.3M

Ownership 10.20% +1.20 pts

Latest stored close $41.66 10/09/26 View live quote ↗

52-week position 47.9% $29.26–$55.11

More filing data

Observation price$41.64

Filing price$42.45

Observed date09/30/26

Disclosure lag7 days

Earlier filings (2 shown of 2)

Reported accumulation 04/29/26 filed

Schedule 13G amendment · 44.4M shares · 9.00% · filing $37.22 · 52-week $23.82–$55.11 · range 43.9%

Earliest Schedule 13G amendment found 01/29/26 filed

Schedule 13G amendment · 40.2M shares · 7.80% · filing $48.50 · 52-week $23.82–$43.54 · range 88.8%

CLDX Reported accumulation

CELLDEX THERAPEUTICS INC

Fidelity / FMR

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 8.4K +4.7K

Ownership 10.70% -1.30 pts

Latest stored close $29.89 10/09/26 View live quote ↗

52-week position 44.7% $22.10–$45.14

More filing data

Observation price$32.41

Filing price$31.01

Observed date09/30/26

Disclosure lag7 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 05/06/26 filed

Schedule 13G amendment · 3.7K shares · 12.00% · filing $34.39 · 52-week $14.40–$34.52 · range 86.1%

XFOR Exit below reporting threshold

X4 PHARMACEUTICALS INC

Fidelity / FMR

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 4.6M -3.9M

Ownership 4.60% -7.40 pts

Latest stored close $2.91 10/09/26 View live quote ↗

52-week position 4.9% $2.80–$4.83

More filing data

Observation price$2.90

Filing price$2.77

Observed date09/30/26

Disclosure lag7 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/05/26 filed

Schedule 13G amendment · 8.5M shares · 12.00% · filing $3.66 · 52-week $1.35–$26.82 · range 10.6%

NXPI Earliest Schedule 13G amendment found

NXP SEMICONDUCTORS NV

Fidelity / FMR

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 9.3K

Ownership 3.70%

Latest stored close $227.52 10/09/26 View live quote ↗

52-week position 34.7% $183.00–$339.95

More filing data

Observation price$237.53

Filing price$244.38

Observed date09/30/26

Disclosure lag7 days

PAL Earliest Schedule 13G amendment found

PROFICIENT AUTO LOGISTICS INC

Fidelity / FMR

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 4.5K

Ownership 0.00%

Latest stored close $3.58 10/09/26 View live quote ↗

52-week position 0.3% $3.47–$10.97

More filing data

Observation price$3.49

Filing price$3.42

Observed date09/30/26

Disclosure lag7 days

RGEN Reported accumulation

REPLIGEN CORP

Fidelity / FMR

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 7.4K +4.5K

Ownership 13.00% +1.00 pts

Latest stored close $173.88 10/09/26 View live quote ↗

52-week position 93.2% $100.99–$198.87

More filing data

Observation price$192.23

Filing price$174.86

Observed date09/30/26

Disclosure lag7 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/05/26 filed

Initial Schedule 13G · 2.9K shares · 12.00% · filing $139.66 · 52-week $102.97–$182.52 · range 76.5%

QDEL Reported reduction

QUIDELORTHO CORP

Fidelity / FMR

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 4.0K -3.9K

Ownership 5.80% -6.20 pts

Latest stored close $13.42 10/09/26 View live quote ↗

52-week position 2.4% $9.92–$35.58

More filing data

Observation price$10.54

Filing price$12.57

Observed date09/30/26

Disclosure lag7 days

Earlier filings (2 shown of 3)

Reported accumulation 05/07/26 filed

Schedule 13G amendment · 7.9K shares · 12.00% · filing $10.77 · 52-week $10.86–$38.99 · range 5.1%

Reported accumulation 05/06/26 filed

Schedule 13G amendment · 6.6K shares · 12.00% · filing $10.96 · 52-week $14.45–$38.99 · range 8.1%

1 older filing(s) are outside your plan’s history limit. Compare plans.

EIKN Reported accumulation

EIKON THERAPEUTICS INC

Fidelity / FMR

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 5.5M +526.2K

Ownership 10.20% +1.00 pts

Latest stored close $7.47 10/09/26 View live quote ↗

52-week position 5.0% $7.55–$17.40

More filing data

Observation price$8.04

Filing price$7.51

Observed date09/30/26

Disclosure lag7 days

Earlier filings (2 shown of 3)

Reported accumulation 08/06/26 filed

Schedule 13G amendment · 5.0M shares · 9.20% · filing $9.21 · 52-week $7.90–$17.40 · range 54.2%

Earlier Form 13F quarter-end holding 05/15/26 filed

Form 13F quarter-end evidence · 3.8M shares · · filing

1 older filing(s) are outside your plan’s history limit. Compare plans.

SWKS Initial Schedule 13G

SKYWORKS SOLUTIONS INC

Fidelity / FMR

Initial Schedule 13G

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Institutional score Oct 7, 2026 filed

Reported shares 19.0K

Ownership 12.60%

Latest stored close $76.35 10/09/26 View live quote ↗

52-week position 82.1% $51.93–$92.80

More filing data

Observation price$85.48

Filing price$82.79

Observed date09/30/26

Disclosure lag7 days

EXLS Reported accumulation

EXLSERVICE HOLDINGS INC

Fidelity / FMR

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 18.2K +3.9K

Ownership 12.00% +3.00 pts

Latest stored close $36.79 10/09/26 View live quote ↗

52-week position 49.4% $24.85–$44.15

More filing data

Observation price$34.38

Filing price$35.41

Observed date09/30/26

Disclosure lag7 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/05/26 filed

Schedule 13G amendment · 14.3K shares · 9.00% · filing $31.20 · 52-week $37.30–$52.43 · range 34.0%

WT Exit below reporting threshold

WISDOMTREE INC

Fidelity / FMR

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 4.9K -8.4K

Ownership 3.20% -8.80 pts

Latest stored close $22.61 10/09/26 View live quote ↗

52-week position 89.4% $10.69–$25.91

More filing data

Observation price$24.29

Filing price$24.18

Observed date09/30/26

Disclosure lag7 days

Earlier filings (2 shown of 2)

Reported reduction 05/06/26 filed

Schedule 13G amendment · 13.3K shares · 12.00% · filing $19.06 · 52-week $7.47–$17.68 · range 69.4%

Earliest Schedule 13G amendment found 02/05/26 filed

Schedule 13G amendment · 17.1K shares · 12.10% · filing $15.50 · 52-week $7.47–$14.96 · range 63.0%

PRSU Reported accumulation

PURSUIT ATTRACTIONS AND HOSPITALITY INC

Fidelity / FMR

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 2.9K +556

Ownership 10.70% +2.00 pts

Latest stored close $52.94 10/09/26 View live quote ↗

52-week position 72.3% $32.03–$56.52

More filing data

Observation price$49.73

Filing price$52.73

Observed date09/30/26

Disclosure lag7 days

Earlier filings (2 shown of 2)

Reported accumulation 08/06/26 filed

Schedule 13G amendment · 2.4K shares · 8.70% · filing $47.67 · 52-week $27.92–$56.51 · range 98.1%

Initial Schedule 13G 05/06/26 filed

Initial Schedule 13G · 1.7K shares · 12.00% · filing $41.90 · 52-week $26.66–$38.33 · range 85.4%

IMCR Exit below reporting threshold

IMMUNOCORE HOLDINGS PLC

Fidelity / FMR

Schedule 13G amendment

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Institutional score Oct 7, 2026 filed

Reported shares 1.7M -2.6M

Ownership 3.60% -5.20 pts

Latest stored close $29.39 10/09/26 View live quote ↗

52-week position 20.8% $27.56–$40.72

More filing data

Observation price$30.29

Filing price$29.55

Observed date09/30/26

Disclosure lag7 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 08/06/26 filed

Schedule 13G amendment · 4.3M shares · 8.80% · filing $34.50 · 52-week $27.56–$40.72 · range 31.9%