III US Equity

Information Services Group Inc.

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Industrials · Services-Management Consulting Services · CIK 1371489 · FYE 1231

$4.15

+0.14 (+3.36%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding III · 2026-Q1 methodology → sources →

141 holders

% of shares outstanding held

67.1%

Shares held (13F)

32,096,599

Reporting holders

141

Top holders

largest 100 of 141 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Private Capital Management, LLC	4,671,4084.7M	$18M	9.76%	TRIM -2%
2	Cerity Partners LLC	4,651,4994.7M	$18M	9.72%	ADD 3%
3	BlackRock, Inc.	2,772,5822.8M	$11M	5.80%	TRIM -5%
4	RENAISSANCE TECHNOLOGIES LLC	1,888,9521.9M	$7M	3.95%	ADD 22%
5	VANGUARD CAPITAL MANAGEMENT LLC	1,792,5561.8M	$7M	3.75%	NEW†
6	DIMENSIONAL FUND ADVISORS LP	1,541,0361.5M	$6M	3.22%	—
7	CRAWFORD INVESTMENT COUNSEL INC	919,143919,143	$4M	1.92%	—
8	GEODE CAPITAL MANAGEMENT, LLC	894,485894,485	$3M	1.87%	ADD 8%
9	Hillsdale Investment Management Inc.	845,203845,203	$3M	1.77%	ADD 5%
10	Crestwood Advisors Group, LLC	819,090819,090	$3M	1.71%	—
11	BLAIR WILLIAM & CO/IL	763,637763,637	$3M	1.60%	TRIM -2%
12	STATE STREET CORP	762,120762,120	$3M	1.59%	ADD 3%
13	MORGAN STANLEY	690,542690,542	$3M	1.44%	ADD 11%
14	JB CAPITAL PARTNERS LP	487,641487,641	$2M	1.02%	—
15	Bank of New York Mellon Corp	485,713485,713	$2M	1.02%	—
16	ESSEX INVESTMENT MANAGEMENT CO LLC	383,400383,400	$1M	0.80%	—
17	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	379,498379,498	$1M	0.79%	TRIM -51%
18	LSV ASSET MANAGEMENT	342,092342,092	$1M	0.72%	TRIM -28%
19	GOLDMAN SACHS GROUP INC	338,502338,502	$1M	0.71%	ADD 3%
20	Themes Management Co LLC	310,400310,400	$1M	0.65%	NEW
21	AQR CAPITAL MANAGEMENT LLC	303,596303,596	$1M	0.63%	ADD 235%
22	Legato Capital Management LLC	298,357298,357	$1M	0.62%	ADD 24%
23	Potomac Capital Management, Inc.	291,800291,800	$1M	0.61%	—
24	NORTHERN TRUST CORP	271,665271,665	$1M	0.57%	ADD 3%
25	PRUDENTIAL FINANCIAL INC	253,955253,955	$975,187	0.53%	ADD 51%
26	BROWN BROTHERS HARRIMAN & CO	241,233241,233	$926,335	0.50%	TRIM -34%
27	RAYMOND JAMES FINANCIAL INC	232,896232,896	$894,320	0.49%	—
28	VANGUARD FIDUCIARY TRUST CO	229,211229,211	$880,170	0.48%	NEW
29	Qube Research & Technologies Ltd	226,141226,141	$868,381	0.47%	ADD 387%
30	Integrated Quantitative Investments LLC	224,459224,459	$861,923	0.47%	ADD 35%
31	TWO SIGMA INVESTMENTS, LP	216,995216,995	$833,261	0.45%	ADD 56%
32	VANGUARD PORTFOLIO MANAGEMENT LLC	206,436206,436	$792,714	0.43%	NEW
33	RITHOLTZ WEALTH MANAGEMENT	196,720196,720	$755,406	0.41%	TRIM -64%
34	CAPTRUST FINANCIAL ADVISORS	175,398175,398	$673,530	0.37%	TRIM -7%
35	BANK OF AMERICA CORP /DE/	165,447165,447	$635,317	0.35%	ADD 35%
36	LPL Financial LLC	142,000142,000	$545,280	0.30%	NEW
37	BRIDGEWAY CAPITAL MANAGEMENT, LLC	141,861141,861	$544,746	0.30%	ADD 21%
38	GDS Wealth Management	130,000130,000	$499,200	0.27%	TRIM -10%
39	North Star Investment Management Corp.	128,883128,883	$494,911	0.27%	ADD 2478%
40	PFG Advisors	127,926127,926	$491,234	0.27%	ADD 15%
41	SEI INVESTMENTS CO	126,389126,389	$485,338	0.26%	TRIM -41%
42	EQUITABLE TRUST CO	122,397122,397	$470,004	0.26%	ADD 8%
43	Relyea Zuckerberg Hanson LLC	116,899116,899	$448,891	0.24%	—
44	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	93,03693,036	$357,258	0.19%	TRIM -9%
45	STRS OHIO	92,90092,900	$356,736	0.19%	—
46	SEIZERT CAPITAL PARTNERS, LLC	86,30686,306	$331,415	0.18%	—
47	BARCLAYS PLC	70,56670,566	$270,974	0.15%	TRIM -43%
48	SEB Asset Management AB	67,88667,886	$260,682	0.14%	NEW
49	AMERICAN CENTURY COMPANIES INC	61,01461,014	$234,294	0.13%	—
50	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	60,40160,401	$231,940	0.13%	TRIM -49%
51	UBS Group AG	59,17459,174	$227,228	0.12%	ADD 377%
52	ALLIANCEBERNSTEIN L.P.	35,15035,150	$203,167	0.07%	—
53	Nuveen, LLC	50,04450,044	$192,169	0.10%	—
54	Quantinno Capital Management LP	49,95049,950	$191,808	0.10%	NEW
55	Vident Advisory, LLC	49,51949,519	$190,153	0.10%	NEW
56	Invesco Ltd.	48,70848,708	$187,039	0.10%	TRIM -10%
57	HSBC HOLDINGS PLC	47,73347,733	$182,340	0.10%	TRIM -64%
58	Point72 Asset Management, L.P.	47,41147,411	$182,058	0.10%	NEW
59	RHUMBLINE ADVISERS	43,51143,511	$167,074	0.09%	TRIM -3%
60	MILLENNIUM MANAGEMENT LLC	39,07739,077	$150,056	0.08%	ADD 168%
61	XTX Topco Ltd	36,77936,779	$141,231	0.08%	NEW
62	Rothschild Wealth LLC	35,80935,809	$137,506	0.07%	TRIM -78%
63	BNP PARIBAS FINANCIAL MARKETS	34,53334,533	$132,607	0.07%	ADD 239%
64	OCCUDO QUANTITATIVE STRATEGIES LP	30,43730,437	$124,183	0.06%	TRIM -5%
65	Baird Financial Group, Inc.	31,44531,445	$120,749	0.07%	ADD 99%
66	Unified Investment Management	29,11629,116	$111,805	0.06%	TRIM -8%
67	Williams & Novak, LLC	28,88628,886	$110,922	0.06%	ADD 19%
68	PRICE T ROWE ASSOCIATES INC /MD/	25,98825,988	$100,000	0.05%	ADD 47%
69	LAZARD ASSET MANAGEMENT LLC	25,45125,451	$97,732	0.05%	TRIM -46%
70	Vise Technologies, Inc.	15,72115,721	$90,867	0.03%	—
71	Everstar Asset Management, LLC	23,46523,465	$90,106	0.05%	TRIM -9%
72	MACKENZIE FINANCIAL CORP	23,02323,023	$88,408	0.05%	TRIM -10%
73	Procyon Advisors, LLC	22,98522,985	$88,262	0.05%	—
74	ATLAS CAPITAL ADVISORS INC.	2,5972,597	$83,740	0.01%	—
75	FMR LLC	21,61821,618	$83,014	0.05%	ADD 68%
76	Dynamic Technology Lab Private Ltd	19,02919,029	$73,071	0.04%	NEW
77	JPMORGAN CHASE & CO	19,04219,042	$72,930	0.04%	TRIM -67%
78	CITADEL ADVISORS LLC	18,88218,882	$72,507	0.04%	TRIM -83%
79	GSA CAPITAL PARTNERS LLP	18,11918,119	$70,000	0.04%	TRIM -54%
80	Vanguard Personalized Indexing Management, LLC	17,84617,846	$68,529	0.04%	NEW
81	SUSQUEHANNA INTERNATIONAL GROUP, LLP	17,23217,232	$66,171	0.04%	TRIM -10%
82	Graham Capital Management, L.P.	16,87616,876	$64,804	0.04%	NEW
83	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	16,75616,756	$64,343	0.04%	ADD 2%
84	DEUTSCHE BANK AG\	15,27815,278	$58,668	0.03%	NEW
85	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	15,10015,100	$57,984	0.03%	—
86	WELLS FARGO & COMPANY/MN	15,09615,096	$57,968	0.03%	TRIM -62%
87	HARBOR CAPITAL ADVISORS, INC.	13,94213,942	$54,000	0.03%	ADD 2312%
88	IEQ CAPITAL, LLC	14,05214,052	$53,960	0.03%	NEW
89	Vanguard Global Advisers, LLC	13,98813,988	$53,714	0.03%	NEW
90	Abel Hall, LLC	13,93413,934	$53,507	0.03%	NEW
91	Kathmere Capital Management, LLC	13,88513,885	$53,318	0.03%	TRIM -43%
92	CWM, LLC	13,46713,467	$51,713	0.03%	ADD 36%
93	Tower Research Capital LLC (TRC)	12,55212,552	$48,200	0.03%	ADD 592%
94	PharVision Advisers, LLC	11,32211,322	$43,477	0.02%	NEW
95	Ashton Thomas Private Wealth, LLC	11,11011,110	$42,662	0.02%	NEW
96	MANUFACTURERS LIFE INSURANCE COMPANY, THE	10,58710,587	$40,654	0.02%	TRIM -7%
97	HighTower Advisors, LLC	10,52010,520	$40,397	0.02%	TRIM -6%
98	Centiva Capital, LP	10,01610,016	$38,461	0.02%	NEW
99	Police & Firemen's Retirement System of New Jersey	8,0448,044	$30,889	0.02%	—
100	NEW YORK STATE COMMON RETIREMENT FUND	5,9965,996	$23,025	0.01%	—

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Private Capital Management, LLC

5.6M

5.9M

5.7M

5.6M

4.8M

4.7M

$18M

Cerity Partners LLC

4.3M

5.0M

4.5M

4.7M

$18M

BlackRock, Inc.

3.0M

2.8M

2.9M

2.8M

$11M

RENAISSANCE TECHNOLOGIES LLC

1.4M

1.5M

1.9M

$7M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.8M

$7M

DIMENSIONAL FUND ADVISORS LP

1.4M

1.5M

$6M

CRAWFORD INVESTMENT COUNSEL INC

815K

811K

819K

866K

904K

919K

$4M

GEODE CAPITAL MANAGEMENT, LLC

821K

863K

854K

840K

832K

894K

$3M

Hillsdale Investment Management Inc.

—

54K

68K

480K

807K

845K

$3M

Crestwood Advisors Group, LLC

826K

819K

$3M

BLAIR WILLIAM & CO/IL

827K

881K

876K

842K

780K

764K

$3M

STATE STREET CORP

600K

670K

703K

719K

739K

762K

$3M

MORGAN STANLEY

845K

660K

633K

606K

622K

691K

$3M

JB CAPITAL PARTNERS LP

488K

$2M

Bank of New York Mellon Corp

345K

336K

341K

336K

494K

486K

$2M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	141	32,096,599	67.1%	$123M
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding III · 2026-Q1 methodology → sources →

141 holders

% of shares outstanding held

67.1%

Shares held (13F)

32,096,599

Reporting holders

141

Top holders

largest 100 of 141 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Private Capital Management, LLC	4,671,4084.7M	$18M	9.76%	TRIM -2%
2	Cerity Partners LLC	4,651,4994.7M	$18M	9.72%	ADD 3%
3	BlackRock, Inc.	2,772,5822.8M	$11M	5.80%	TRIM -5%
4	RENAISSANCE TECHNOLOGIES LLC	1,888,9521.9M	$7M	3.95%	ADD 22%
5	VANGUARD CAPITAL MANAGEMENT LLC	1,792,5561.8M	$7M	3.75%	NEW†
6	DIMENSIONAL FUND ADVISORS LP	1,541,0361.5M	$6M	3.22%	—
7	CRAWFORD INVESTMENT COUNSEL INC	919,143919,143	$4M	1.92%	—
8	GEODE CAPITAL MANAGEMENT, LLC	894,485894,485	$3M	1.87%	ADD 8%
9	Hillsdale Investment Management Inc.	845,203845,203	$3M	1.77%	ADD 5%
10	Crestwood Advisors Group, LLC	819,090819,090	$3M	1.71%	—
11	BLAIR WILLIAM & CO/IL	763,637763,637	$3M	1.60%	TRIM -2%
12	STATE STREET CORP	762,120762,120	$3M	1.59%	ADD 3%
13	MORGAN STANLEY	690,542690,542	$3M	1.44%	ADD 11%
14	JB CAPITAL PARTNERS LP	487,641487,641	$2M	1.02%	—
15	Bank of New York Mellon Corp	485,713485,713	$2M	1.02%	—
16	ESSEX INVESTMENT MANAGEMENT CO LLC	383,400383,400	$1M	0.80%	—
17	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	379,498379,498	$1M	0.79%	TRIM -51%
18	LSV ASSET MANAGEMENT	342,092342,092	$1M	0.72%	TRIM -28%
19	GOLDMAN SACHS GROUP INC	338,502338,502	$1M	0.71%	ADD 3%
20	Themes Management Co LLC	310,400310,400	$1M	0.65%	NEW
21	AQR CAPITAL MANAGEMENT LLC	303,596303,596	$1M	0.63%	ADD 235%
22	Legato Capital Management LLC	298,357298,357	$1M	0.62%	ADD 24%
23	Potomac Capital Management, Inc.	291,800291,800	$1M	0.61%	—
24	NORTHERN TRUST CORP	271,665271,665	$1M	0.57%	ADD 3%
25	PRUDENTIAL FINANCIAL INC	253,955253,955	$975,187	0.53%	ADD 51%
26	BROWN BROTHERS HARRIMAN & CO	241,233241,233	$926,335	0.50%	TRIM -34%
27	RAYMOND JAMES FINANCIAL INC	232,896232,896	$894,320	0.49%	—
28	VANGUARD FIDUCIARY TRUST CO	229,211229,211	$880,170	0.48%	NEW
29	Qube Research & Technologies Ltd	226,141226,141	$868,381	0.47%	ADD 387%
30	Integrated Quantitative Investments LLC	224,459224,459	$861,923	0.47%	ADD 35%
31	TWO SIGMA INVESTMENTS, LP	216,995216,995	$833,261	0.45%	ADD 56%
32	VANGUARD PORTFOLIO MANAGEMENT LLC	206,436206,436	$792,714	0.43%	NEW
33	RITHOLTZ WEALTH MANAGEMENT	196,720196,720	$755,406	0.41%	TRIM -64%
34	CAPTRUST FINANCIAL ADVISORS	175,398175,398	$673,530	0.37%	TRIM -7%
35	BANK OF AMERICA CORP /DE/	165,447165,447	$635,317	0.35%	ADD 35%
36	LPL Financial LLC	142,000142,000	$545,280	0.30%	NEW
37	BRIDGEWAY CAPITAL MANAGEMENT, LLC	141,861141,861	$544,746	0.30%	ADD 21%
38	GDS Wealth Management	130,000130,000	$499,200	0.27%	TRIM -10%
39	North Star Investment Management Corp.	128,883128,883	$494,911	0.27%	ADD 2478%
40	PFG Advisors	127,926127,926	$491,234	0.27%	ADD 15%
41	SEI INVESTMENTS CO	126,389126,389	$485,338	0.26%	TRIM -41%
42	EQUITABLE TRUST CO	122,397122,397	$470,004	0.26%	ADD 8%
43	Relyea Zuckerberg Hanson LLC	116,899116,899	$448,891	0.24%	—
44	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	93,03693,036	$357,258	0.19%	TRIM -9%
45	STRS OHIO	92,90092,900	$356,736	0.19%	—
46	SEIZERT CAPITAL PARTNERS, LLC	86,30686,306	$331,415	0.18%	—
47	BARCLAYS PLC	70,56670,566	$270,974	0.15%	TRIM -43%
48	SEB Asset Management AB	67,88667,886	$260,682	0.14%	NEW
49	AMERICAN CENTURY COMPANIES INC	61,01461,014	$234,294	0.13%	—
50	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	60,40160,401	$231,940	0.13%	TRIM -49%
51	UBS Group AG	59,17459,174	$227,228	0.12%	ADD 377%
52	ALLIANCEBERNSTEIN L.P.	35,15035,150	$203,167	0.07%	—
53	Nuveen, LLC	50,04450,044	$192,169	0.10%	—
54	Quantinno Capital Management LP	49,95049,950	$191,808	0.10%	NEW
55	Vident Advisory, LLC	49,51949,519	$190,153	0.10%	NEW
56	Invesco Ltd.	48,70848,708	$187,039	0.10%	TRIM -10%
57	HSBC HOLDINGS PLC	47,73347,733	$182,340	0.10%	TRIM -64%
58	Point72 Asset Management, L.P.	47,41147,411	$182,058	0.10%	NEW
59	RHUMBLINE ADVISERS	43,51143,511	$167,074	0.09%	TRIM -3%
60	MILLENNIUM MANAGEMENT LLC	39,07739,077	$150,056	0.08%	ADD 168%
61	XTX Topco Ltd	36,77936,779	$141,231	0.08%	NEW
62	Rothschild Wealth LLC	35,80935,809	$137,506	0.07%	TRIM -78%
63	BNP PARIBAS FINANCIAL MARKETS	34,53334,533	$132,607	0.07%	ADD 239%
64	OCCUDO QUANTITATIVE STRATEGIES LP	30,43730,437	$124,183	0.06%	TRIM -5%
65	Baird Financial Group, Inc.	31,44531,445	$120,749	0.07%	ADD 99%
66	Unified Investment Management	29,11629,116	$111,805	0.06%	TRIM -8%
67	Williams & Novak, LLC	28,88628,886	$110,922	0.06%	ADD 19%
68	PRICE T ROWE ASSOCIATES INC /MD/	25,98825,988	$100,000	0.05%	ADD 47%
69	LAZARD ASSET MANAGEMENT LLC	25,45125,451	$97,732	0.05%	TRIM -46%
70	Vise Technologies, Inc.	15,72115,721	$90,867	0.03%	—
71	Everstar Asset Management, LLC	23,46523,465	$90,106	0.05%	TRIM -9%
72	MACKENZIE FINANCIAL CORP	23,02323,023	$88,408	0.05%	TRIM -10%
73	Procyon Advisors, LLC	22,98522,985	$88,262	0.05%	—
74	ATLAS CAPITAL ADVISORS INC.	2,5972,597	$83,740	0.01%	—
75	FMR LLC	21,61821,618	$83,014	0.05%	ADD 68%
76	Dynamic Technology Lab Private Ltd	19,02919,029	$73,071	0.04%	NEW
77	JPMORGAN CHASE & CO	19,04219,042	$72,930	0.04%	TRIM -67%
78	CITADEL ADVISORS LLC	18,88218,882	$72,507	0.04%	TRIM -83%
79	GSA CAPITAL PARTNERS LLP	18,11918,119	$70,000	0.04%	TRIM -54%
80	Vanguard Personalized Indexing Management, LLC	17,84617,846	$68,529	0.04%	NEW
81	SUSQUEHANNA INTERNATIONAL GROUP, LLP	17,23217,232	$66,171	0.04%	TRIM -10%
82	Graham Capital Management, L.P.	16,87616,876	$64,804	0.04%	NEW
83	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	16,75616,756	$64,343	0.04%	ADD 2%
84	DEUTSCHE BANK AG\	15,27815,278	$58,668	0.03%	NEW
85	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	15,10015,100	$57,984	0.03%	—
86	WELLS FARGO & COMPANY/MN	15,09615,096	$57,968	0.03%	TRIM -62%
87	HARBOR CAPITAL ADVISORS, INC.	13,94213,942	$54,000	0.03%	ADD 2312%
88	IEQ CAPITAL, LLC	14,05214,052	$53,960	0.03%	NEW
89	Vanguard Global Advisers, LLC	13,98813,988	$53,714	0.03%	NEW
90	Abel Hall, LLC	13,93413,934	$53,507	0.03%	NEW
91	Kathmere Capital Management, LLC	13,88513,885	$53,318	0.03%	TRIM -43%
92	CWM, LLC	13,46713,467	$51,713	0.03%	ADD 36%
93	Tower Research Capital LLC (TRC)	12,55212,552	$48,200	0.03%	ADD 592%
94	PharVision Advisers, LLC	11,32211,322	$43,477	0.02%	NEW
95	Ashton Thomas Private Wealth, LLC	11,11011,110	$42,662	0.02%	NEW
96	MANUFACTURERS LIFE INSURANCE COMPANY, THE	10,58710,587	$40,654	0.02%	TRIM -7%
97	HighTower Advisors, LLC	10,52010,520	$40,397	0.02%	TRIM -6%
98	Centiva Capital, LP	10,01610,016	$38,461	0.02%	NEW
99	Police & Firemen's Retirement System of New Jersey	8,0448,044	$30,889	0.02%	—
100	NEW YORK STATE COMMON RETIREMENT FUND	5,9965,996	$23,025	0.01%	—

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Private Capital Management, LLC

5.6M

5.9M

5.7M

5.6M

4.8M

4.7M

$18M

Cerity Partners LLC

4.3M

5.0M

4.5M

4.7M

$18M

BlackRock, Inc.

3.0M

2.8M

2.9M

2.8M

$11M

RENAISSANCE TECHNOLOGIES LLC

1.4M

1.5M

1.9M

$7M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.8M

$7M

DIMENSIONAL FUND ADVISORS LP

1.4M

1.5M

$6M

CRAWFORD INVESTMENT COUNSEL INC

815K

811K

819K

866K

904K

919K

$4M

GEODE CAPITAL MANAGEMENT, LLC

821K

863K

854K

840K

832K

894K

$3M

Hillsdale Investment Management Inc.

—

54K

68K

480K

807K

845K

$3M

Crestwood Advisors Group, LLC

826K

819K

$3M

BLAIR WILLIAM & CO/IL

827K

881K

876K

842K

780K

764K

$3M

STATE STREET CORP

600K

670K

703K

719K

739K

762K

$3M

MORGAN STANLEY

845K

660K

633K

606K

622K

691K

$3M

JB CAPITAL PARTNERS LP

488K

$2M

Bank of New York Mellon Corp

345K

336K

341K

336K

494K

486K

$2M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	141	32,096,599	67.1%	$123M
2025-Q4

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III US Equity☆

Institutional ownership· 13F filers holding III · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding III · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

III US Equity