AAON · Aaon, Inc. · Shareholders & Ownership

$74.30 -1.04 (-1.38%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$6.12B

82.45M

Volume · Oct 20 645.02K Avg daily vol (3M) 1.16M

Every disclosed holder of AAON in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns AAON

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	474	65,988,002	80.03%	Yes
Insiders (Forms 3, 4, 5)	22	13,631,856	16.53%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,833,781	3.44%	Rest
Registered funds (N-PORT, not summed)	391	29,277,587	35.51%	No

Shares outstanding: 82,453,639, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of AAON

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	ASBJORNSON NORMAN H Insider CIK 903063 · Sep 1, 2026 Director, 10% Owner, issuer-wide	12,793,322	15.52%	-100,000	Sep 1, 2026	Director, 10% Owner, issuer-wide
2	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Aug 31, 2026 Rule 13d-1(b), qualified institution, not summed	8,587,370	10.41%	+2,814,894	Aug 31, 2026	Rule 13d-1(b), qualified institution, not summed
2.1	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,772,476	7.00%	-2,204,688	Jun 30, 2026	carried, not yet filed for the newest quarter
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,686,241	8.11%	+125,819	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,326,678	2.82%	+86,251	Jun 30, 2026	iShares Trust, not summed
3.2	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	406,786	0.49%	-4,146	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	400,823	0.49%	-49,557	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	279,774	0.34%	+22,570	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	260,174	0.32%	-10,768	Jun 30, 2026	iShares Trust, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,121,771	3.79%	+22,650	Jun 30, 2026	carried, not yet filed for the newest quarter
5	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	2,959,453	3.59%	+620,936	Sep 30, 2026
5.1	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	811,449	0.98%	+181,233	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
5.2	Wasatch Small Cap Growth Fund Fund S000000887 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	257,903	0.31%	-107,644	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
5.3	Wasatch Ultra Growth Fund Fund S000000879 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	54,160	0.07%	—	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
5.4	Wasatch Global Opportunities Fund Fund S000022592 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	17,465	0.02%	-1,704	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
5.5	Wasatch Long/Short Alpha Fund Fund S000073482 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	7,430	0.01%	—	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,938,836	3.56%	+30,745	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,625,540	3.18%	+562,926	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) S&P(R) Homebuilders ETF Fund S000010019 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	399,095	0.48%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	344,124	0.42%	+13,234	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	105,409	0.13%	+2,348	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	24,027	0.03%	+400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	12,400	0.02%	-11,600	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,210,288	2.68%	-2,646	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,597,259	1.94%	-2,686	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,579,172	1.92%	-434,043	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	65,508	0.08%	+11,334	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
10.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	40,597	0.05%	+18,660	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
10.3	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	36,176	0.04%	+11,318	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
10.4	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	10,860	0.01%	+4,023	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
10.5	First Trust Multi-Manager Small Cap Opportunities ETF Fund S000073489 · Registered fund · May 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	2,324	0.00%	+72	May 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
11	BLAIR WILLIAM & CO/IL 13F CIK 902367 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,533,434	1.86%	-88,769	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,432,938	1.74%	+6,136	Jun 30, 2026	carried, not yet filed for the newest quarter
13	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,419,305	1.72%	-567,461	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,352,956	1.64%	-31,876	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	363,612	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	220,717	0.27%	+7,306	Jul 31, 2026	Dimensional ETF Trust, not summed
14.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	153,753	0.19%	-698	Jul 31, 2026	Dimensional ETF Trust, not summed
14.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	88,739	0.11%	-15,341	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	87,028	0.11%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15	GENEVA CAPITAL MANAGEMENT LLC 13F CIK 1009232 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,200,842	1.46%	-520,789	Jun 30, 2026	carried, not yet filed for the newest quarter
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,121,413	1.36%	-132,990	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	99	0.00%	+49	Jul 31, 2026	E Trade Trust, not summed
17	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,102,743	1.34%	-161,535	Jun 30, 2026	carried, not yet filed for the newest quarter
18	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	1,061,442	1.29%	-189,423	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
19	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,023,955	1.24%	-195,305	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Franklin Small-Mid Cap Growth Fund Fund S000006888 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	501,746	0.61%	-95,327	Jul 31, 2026	Franklin Strategic Series, not summed
19.2	Franklin Small Cap Growth Fund Fund S000006889 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	366,724	0.44%	-107,578	Jul 31, 2026	Franklin Strategic Series, not summed
19.3	Franklin Small-Mid Cap Growth VIP Fund Fund S000007314 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	56,561	0.07%	-9,343	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
20	Conestoga Capital Advisors, LLC 13F CIK 1163744 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,015,825	1.23%	-254,412	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	CONESTOGA SMALL CAP FUND Fund S000004756 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	480,000	0.58%	-141,422	Jun 30, 2026	Conestoga Funds, not summed
20.2	CONESTOGA SMID CAP FUND Fund S000043859 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	87,870	0.11%	-7,130	Jun 30, 2026	Conestoga Funds, not summed
21	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	980,812	1.19%	-741,972	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
22	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	973,933	1.18%	+964,600	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	919,881	1.12%	+25,342	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	917,551	1.11%	+917,551	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	883,740	1.07%	+212,528	Jun 30, 2026	carried, not yet filed for the newest quarter
26	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	878,950	1.07%	-185,195	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Mawer Investment Management Ltd. 13F CIK 1538449 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	855,173	1.04%	+6,590	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	779,655	0.95%	+24,778	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	Spyglass Capital Management LLC 13F CIK 1654344 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	776,629	0.94%	-82,211	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Spyglass Growth Fund Fund S000060175 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	417,868	0.51%	-86,823	Jun 30, 2026	Manager Directed Portfolios, not summed
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	724,376	0.88%	-4,802	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	325,468	0.39%	-3,351	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	182,985	0.22%	+357	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	57,795	0.07%	+1,795	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	41,355	0.05%	+1,543	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	39,652	0.05%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	710,180	0.86%	-40,016	Sep 30, 2026
32	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	701,585	0.85%	-41,900	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	44,193	0.05%	+1,645	Jun 30, 2026	Northern Funds, not summed
32.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,240	0.00%	+160	Jul 31, 2026	FlexShares Trust, not summed
33	BOKF, NA 13F CIK 9634 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	681,598	0.83%	-80	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	643,256	0.78%	+9,142	Jun 30, 2026	carried, not yet filed for the newest quarter
35	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	639,442	0.78%	-147,568	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	48,335	0.06%	-1,565	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
35.2	Columbia Variable Portfolio - Small Company Growth Fund Fund S000010658 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	30,578	0.04%	-11,765	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
36	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	624,170	0.76%	-111,802	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	348,733	0.42%	-6,787	May 31, 2026	Fidelity Concord Street Trust, not summed
36.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	258,139	0.31%	+9,240	Jul 31, 2026	Fidelity Salem Street Trust, not summed
36.3	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	144,536	0.18%	-68,649	May 31, 2026	Fidelity Rutland Square Trust II, not summed
36.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	127,601	0.15%	+853	May 31, 2026	Fidelity Concord Street Trust, not summed
36.5	Fidelity Growth and Income Portfolio Fund S000007198 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	119,992	0.15%	-5,100	Jul 31, 2026	Fidelity Securities Fund, not summed
37	FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Fund S000060086 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	605,000	0.73%	—	Jun 30, 2026	Capitol Series Trust, not summed
38	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	544,402	0.66%	-299,975	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Baron Real Estate Fund Fund S000027257 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	327,850	0.40%	-61,100	Jun 30, 2026	BARON SELECT FUNDS, not summed
38.2	BARON DISCOVERY FUND Fund S000042178 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	150,000	0.18%	-165,000	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
39	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	522,529	0.63%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
40	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	496,931	0.60%	+475,153	Jun 30, 2026	carried, not yet filed for the newest quarter
41	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	489,527	0.59%	-183,322	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Brown Advisory Small-Cap Growth Fund Fund S000038483 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	82,269	0.10%	-35,261	Jun 30, 2026	Brown Advisory Funds, not summed
41.2	Brown Advisory Mid-Cap Growth Fund Fund S000058723 · Registered fund · Mar 31, 2026 Brown Advisory Funds, not summed	1,032	0.00%	—	Mar 31, 2026	Brown Advisory Funds, not summed
42	Columbia Small Cap Growth Fund Fund S000012073 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	449,365	0.55%	-125,588	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
43	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	440,816	0.53%	+8,947	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	435,788	0.53%	-6,684	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	10,518	0.01%	+998	Jul 31, 2026	BNY Mellon ETF Trust, not summed
45	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	430,042	0.52%	+290,924	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	113,500	0.14%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
45.2	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	78,703	0.10%	+35,703	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
45.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	9,101	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
45.4	T. Rowe Price Mid-Cap Index Fund Fund S000051326 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	6,041	0.01%	+492	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
45.5	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	4,518	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
46	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	422,966	0.51%	+70,276	Jun 30, 2026	carried, not yet filed for the newest quarter
47	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	397,228	0.48%	-3,516	Jun 30, 2026	carried, not yet filed for the newest quarter
48	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	392,250	0.48%	-435,230	Jun 30, 2026	carried, not yet filed for the newest quarter
49	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	385,198	0.47%	-87,284	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Royce Premier Fund Fund S000009505 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	134,083	0.16%	0	Jun 30, 2026	ROYCE FUND, not summed
49.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	87,792	0.11%	-21,596	Jun 30, 2026	ROYCE FUND, not summed
50	AMERICAN CAPITAL MANAGEMENT INC 13F CIK 1320168 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	375,178	0.46%	+98,294	Jun 30, 2026	carried, not yet filed for the newest quarter

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Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 824142 CUSIP 000360206 13F (30d) 38 filings 38 filers Visit website Investor relations