ABM · Abm Industries Inc /De/ · Shareholders & Ownership

$51.56 +0.15 (+0.29%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.03B

58.61M

Volume · Oct 20 253.61K Avg daily vol (3M) 439.39K

Every disclosed holder of ABM 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 ABM

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

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	311	59,032,155	100.71%	Yes
Insiders (Forms 3, 4, 5)	21	983,671	1.68%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,401,234	-2.39%	Negative
Registered funds (N-PORT, not summed)	286	30,918,263	52.75%	No

Shares outstanding: 58,614,592, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 ABM

One row per holder Every filing By ultimate parent

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

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,289,062	15.85%	+407,521	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,526,904	6.02%	+9,353	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,517,236	2.59%	+39,620	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	560,758	0.96%	+45,446	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	503,934	0.86%	-68,113	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	107,888	0.18%	+10,555	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,093,214	6.98%	+17,167	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	927,823	1.58%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	504,515	0.86%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	457,209	0.78%	-1,261	Jul 31, 2026	Dimensional ETF Trust, not summed
2.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	340,509	0.58%	+14,828	Jul 31, 2026	Dimensional ETF Trust, not summed
2.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	335,612	0.57%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,087,873	6.97%	+11,907	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,143,916	5.36%	+109,878	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	576,480	0.98%	+17,796	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	538,540	0.92%	+8,988	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	304,100	0.52%	-2,824	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	19,888	0.03%	-900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	15,865	0.03%	+6,030	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	HARRIS ASSOCIATES L P 13F CIK 813917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,912,307	4.97%	+30,163	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Oakmark Equity and Income Fund Fund S000002760 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	1,059,700	1.81%	0	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,628,022	4.48%	+13,603	Jun 30, 2026	carried, not yet filed for the newest quarter
7	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,946,109	3.32%	+309,853	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,894,230	3.23%	+175,691	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,436,098	2.45%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
8.2	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	238,139	0.41%	+24,407	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
8.3	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	42,975	0.07%	+740	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8.4	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	41,694	0.07%	+960	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
8.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	35,688	0.06%	+1,014	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,856,369	3.17%	-2,311	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,808,203	3.08%	+285,267	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Pzena Small Cap Value Fund Fund S000053713 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	68,470	0.12%	+20,056	May 31, 2026	Advisors Series Trust, not summed
11	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,716,800	2.93%	+118,407	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	87,473	0.15%	-9,995	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
11.2	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	40,503	0.07%	-985	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
11.3	Columbia Global Opportunities Fund Fund S000031367 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	3,891	0.01%	+172	Jul 31, 2026	Columbia Funds Series Trust II, not summed
11.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	96	0.00%	-5	Jun 30, 2026	Columbia ETF Trust I, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,513,688	2.58%	+56,804	Jun 30, 2026	carried, not yet filed for the newest quarter
13	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,459,991	2.49%	-213,495	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,341,961	2.29%	-7,254	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,030,309	1.76%	-33,061	Jun 30, 2026	carried, not yet filed for the newest quarter
16	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	988,588	1.69%	-484,186	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	943,102	1.61%	-87,794	May 29, 2026	Delaware Group Equity Funds V, not summed
16.2	Optimum Small-Mid Cap Value Fund Fund S000002425 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	48,400	0.08%	0	Jun 30, 2026	Optimum Fund Trust, not summed
16.3	Nomura Smid Cap Core Fund Fund S000024831 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	30,798	0.05%	-20,111	Jun 30, 2026	IVY FUNDS, not summed
16.4	Nomura VIP Smid Cap Core Series Fund S000006234 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	16,958	0.03%	-10,407	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
16.5	Nomura VIP Opportunity Series Fund S000065938 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	6,752	0.01%	-3,515	Jun 30, 2026	Delaware VIP Trust, not summed
17	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	850,353	1.45%	-9,978	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	840,070	1.43%	-31,400	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	806,062	1.38%	+75,478	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	39	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
20	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	768,980	1.31%	+400,268	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	21,794	0.04%	—	Jun 30, 2026	AQR Funds, not summed
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	728,156	1.24%	+29,629	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	281,125	0.48%	-16,308	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	143,607	0.25%	+12,369	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	111,848	0.19%	+6,585	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	57,766	0.10%	+3,116	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	36,735	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	715,898	1.22%	+78,679	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	29,931	0.05%	+2,493	Jun 30, 2026	Northern Funds, not summed
22.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,166	0.02%	+2,618	Jul 31, 2026	FlexShares Trust, not summed
22.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	8,118	0.01%	-231	Jun 30, 2026	Northern Funds, not summed
23	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	707,210	1.21%	+293,172	Sep 30, 2026
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	671,804	1.15%	+18,535	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	665,242	1.13%	+84,928	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	137,025	0.23%	+41,043	Jul 31, 2026	Goldman Sachs Trust, not summed
25.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	23,039	0.04%	+7,226	Jul 31, 2026	Goldman Sachs Trust, not summed
25.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	16,173	0.03%	+2,538	May 31, 2026	Goldman Sachs ETF Trust, not summed
25.4	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	7,792	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
25.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	6,907	0.01%	+763	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
26	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	573,941	0.98%	+41,736	Sep 30, 2026
27	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	553,488	0.94%	+383	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Invenomic Capital Management LP 13F CIK 1769456 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	532,082	0.91%	-27,114	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Invenomic Fund Fund S000057713 · Registered fund · Jul 31, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	221,604	0.38%	-42,000	Jul 31, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
29	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	499,949	0.85%	-270,376	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Gemmer Asset Management LLC 13F CIK 1607825 · Registered investment adviser · Sep 30, 2026	467,885	0.80%	-599	Sep 30, 2026
31	Vulcan Value Partners, LLC 13F CIK 1556785 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	448,559	0.77%	-181,737	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Vulcan Value Partners Small Cap Fund Fund S000027284 · Registered fund · Jul 31, 2025 FINANCIAL INVESTORS TRUST, not summed	112,044	0.19%	-9,100	Jul 31, 2025	FINANCIAL INVESTORS TRUST, not summed
31.2	Vulcan Value Partners Small Cap Fund Fund S000091566 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	59,299	0.10%	-23,425	Jul 31, 2026	Elevation Series Trust, not summed
32	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	409,591	0.70%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
33	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	400,085	0.68%	+107,110	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	353,130	0.60%	+82,954	Jul 31, 2026	First Eagle Funds, not summed
34	SALMIRS SCOTT B Insider CIK 1618972 · Jun 12, 2026 Director, President and CEO, issuer-wide	395,285	0.67%	-47,616	Jun 12, 2026	Director, President and CEO, issuer-wide
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	387,477	0.66%	+6,505	Jun 30, 2026	carried, not yet filed for the newest quarter
36	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	385,260	0.66%	-102,441	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	178,731	0.30%	-2,876	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
36.2	William Blair Small-Mid Cap Value Fund Fund S000080810 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	606	0.00%	0	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
37	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	382,905	0.65%	-162,486	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	362,643	0.62%	+9,171	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,998	0.00%	-188	Jul 31, 2026	BNY Mellon ETF Trust, not summed
39	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	358,955	0.61%	+36,636	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	331,071	0.56%	+2,425	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
41	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	326,455	0.56%	+59,560	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	234,075	0.40%	+54,986	Jun 30, 2026	Victory Portfolios II, not summed
41.2	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	58,886	0.10%	-2,085	Jun 30, 2026	Victory Portfolios II, not summed
41.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	6,659	0.01%	+70	Jul 31, 2026	Victory Portfolios III, not summed
42	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	310,395	0.53%	+310,395	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	115,000	0.20%	—	Jun 30, 2026	Bridgeway Funds, Inc., not summed
43	ATLANTIC INVESTMENT MANAGEMENT, INC. 13F CIK 1063296 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	308,287	0.53%	+88,287	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	307,716	0.53%	+5,795	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
45	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	300,972	0.51%	-23,581	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	645,631	1.10%	+52,333	Jul 31, 2026	Fidelity Salem Street Trust, not summed
45.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	309,444	0.53%	-10,184	May 31, 2026	Fidelity Concord Street Trust, not summed
45.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	273,416	0.47%	-23,938	Jun 30, 2026	Fidelity Covington Trust, not summed
45.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	112,973	0.19%	-1,434	May 31, 2026	Fidelity Concord Street Trust, not summed
45.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	89,172	0.15%	-1,032	May 31, 2026	Fidelity Concord Street Trust, not summed
46	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	282,898	0.48%	-1,944	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	44,102	0.08%	+7,162	Jul 31, 2026	Principal Funds, Inc, not summed
46.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	43,125	0.07%	-2,934	Jul 31, 2026	Principal Funds, Inc, not summed
47	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	264,152	0.45%	+132,220	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	120,900	0.21%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
47.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	78,304	0.13%	+6,359	Jul 31, 2026	TIAA-CREF Funds, not summed
47.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	49,982	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
47.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,382	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
47.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	794	0.00%	-444	Jun 30, 2026	TIAA-CREF Life Funds, not summed
48	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	262,142	0.45%	-259,797	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	258,624	0.44%	-72,080	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Pacer US Small Cap Cash Cows 100 ETF Fund S000055468 · Registered fund · Jul 31, 2026 Pacer Funds Trust, not summed	256,026	0.44%	-73,375	Jul 31, 2026	Pacer Funds Trust, not summed

54 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 771497 CUSIP 000957100 13F (30d) 37 filings 37 filers Visit website Investor relations