ACIW · Aci Worldwide, Inc. · Shareholders & Ownership

$60.79 -0.47 (-0.77%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$6.09B

100.19M

Volume · Nov 13 562.19K Avg daily vol (3M) 842.6K

Every disclosed holder of ACIW 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 ACIW

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)	389	106,442,888	106.24%	Yes
Insiders (Forms 3, 4, 5)	17	1,895,185	1.89%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	8,143,537	-8.13%	Negative
Registered funds (N-PORT, not summed)	373	60,128,369	60.01%	No

Shares outstanding: 100,194,536, 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 ACIW

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 · Sep 30, 2026	16,108,977	16.08%	-272,424	Sep 30, 2026
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,124,761	6.11%	-65,694	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,641,671	2.64%	+77,441	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	949,939	0.95%	+106,224	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	603,889	0.60%	+16,875	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	521,811	0.52%	+63,080	Jun 30, 2026	iShares Trust, not summed
2	FMR LLC 13G CIK 315066 · Holding company · Oct 30, 2026 Rule 13d-1(b), qualified institution, not summed	10,165,057	10.15%	+1,172,734	Oct 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.1	FMR LLC 13F CIK 315066 · Holding company · Sep 30, 2026	9,283,158	9.27%	+2,737,283	Sep 30, 2026
2.2	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	1,616,094	1.61%	+1,030,596	Jul 31, 2026	Fidelity Puritan Trust, not summed
2.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	1,333,659	1.33%	+345,424	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
2.4	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,124,089	1.12%	+101,092	Jul 31, 2026	Fidelity Salem Street Trust, not summed
2.5	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	838,560	0.84%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Sep 30, 2026	7,421,284	7.41%	-690,773	Sep 30, 2026
4	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Sep 30, 2026	6,028,229	6.02%	-666,935	Sep 30, 2026
4.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	2,525,732	2.52%	-364,125	Jul 31, 2026	Franklin Value Investors Trust, not summed
4.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	963,823	0.96%	+46,289	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
4.3	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	901,968	0.90%	+36,344	Jun 30, 2026	Putnam Funds Trust, not summed
4.4	Franklin Mutual Small-Mid Cap Value Fund Fund S000007354 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	105,770	0.11%	-51,265	Jul 31, 2026	Franklin Value Investors Trust, not summed
4.5	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	13,810	0.01%	+1,920	Jun 30, 2026	Putnam Variable Trust, not summed
5	North Reef Capital Management LP 13F CIK 1867831 · Registered investment adviser · Sep 30, 2026	4,690,000	4.68%	+2,073,000	Sep 30, 2026
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Sep 30, 2026	4,554,480	4.55%	-32,518	Sep 30, 2026
7	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	4,152,645	4.14%	-142,246	Sep 30, 2026
7.1	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	930,216	0.93%	-4,072	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	381,951	0.38%	+23,077	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	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	178,690	0.18%	-3,684	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	67,173	0.07%	-4,062	Jun 30, 2026	SPDR SERIES 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	58,143	0.06%	-1,501	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	3,383,721	3.38%	-15,241	Sep 30, 2026
9	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	3,258,024	3.25%	+102,545	Sep 30, 2026
9.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	517,744	0.52%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	366,462	0.37%	+50,516	Jul 31, 2026	Dimensional ETF Trust, not summed
9.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	319,149	0.32%	+7,262	Jul 31, 2026	Dimensional ETF Trust, not summed
9.4	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	313,990	0.31%	+87,024	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	176,870	0.18%	+6,282	Jul 31, 2026	Dimensional ETF Trust, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,233,631	3.23%	+26,580	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	2,613,537	2.61%	+558,500	Jun 30, 2026	Capitol Series Trust, not summed
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,332,477	2.33%	-12,731	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,329,869	2.33%	-61,450	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	1,214,412	1.21%	-95,404	Jun 30, 2026	Manager Directed Portfolios, not summed
13.2	Hood River New Opportunities Fund Fund S000086255 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	162,961	0.16%	+37,161	Jun 30, 2026	Manager Directed Portfolios, not summed
14	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,327,825	2.32%	+298,992	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	533,276	0.53%	-15,114	Jun 30, 2026	AB TRUST, not summed
14.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Sep 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	151,323	0.15%	-11,028	Sep 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
14.3	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	98,180	0.10%	0	Jun 30, 2026	Bernstein Fund Inc, not summed
14.4	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	75,773	0.08%	-8,442	Jun 30, 2026	AB CAP FUND, INC., not summed
14.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	5,444	0.01%	+1,089	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
15	MORGAN STANLEY 13F CIK 895421 · Holding company · Sep 30, 2026	2,101,065	2.10%	-2,250	Sep 30, 2026
15.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	75	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
16	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · Aug 31, 2026 VANGUARD WORLD FUND, not summed	1,976,237	1.97%	-622,595	Aug 31, 2026	VANGUARD WORLD FUND, not summed
17	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Sep 30, 2026	1,870,549	1.87%	-861,819	Sep 30, 2026
18	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	1,737,223	1.73%	+144,917	Sep 30, 2026
18.1	Congress Small Cap Growth Fund Fund S000058028 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	720,000	0.72%	-390,000	Jul 31, 2026	Professionally Managed Portfolios, not summed
19	LONDON CO OF VIRGINIA 13F CIK 1259887 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,594,274	1.59%	-86,307	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Channing Capital Management, LLC 13F CIK 1302404 · Registered investment adviser · Sep 30, 2026	1,583,567	1.58%	+1,583,567	Sep 30, 2026
20.1	CHANNING INTRINSIC VALUE SMALL-CAP FUND Fund S000071821 · Registered fund · Jul 31, 2026 Valued Advisers Trust, not summed	1,811	0.00%	—	Jul 31, 2026	Valued Advisers Trust, not summed
21	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Sep 30, 2026	1,439,676	1.44%	-320,878	Sep 30, 2026
22	REINHART PARTNERS, LLC. 13F CIK 1080298 · Registered investment adviser · Sep 30, 2026	1,404,879	1.40%	-1,019,368	Sep 30, 2026
22.1	Reinhart Genesis PMV Fund Fund S000055903 · Registered fund · Aug 31, 2026 Managed Portfolio Series, not summed	240,000	0.24%	-191,000	Aug 31, 2026	Managed Portfolio Series, not summed
23	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,347,389	1.34%	+36,553	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,342,245	1.34%	+17,826	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	482,657	0.48%	-12,349	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	249,925	0.25%	+23,314	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	248,926	0.25%	+32,487	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	64,992	0.06%	+7,238	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	62,915	0.06%	+886	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,308,947	1.31%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,271,070	1.27%	+22,521	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	51,999	0.05%	+4,319	Jun 30, 2026	Northern Funds, not summed
26.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,610	0.01%	-388	Jun 30, 2026	Northern Funds, not summed
26.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,844	0.00%	-852	Jul 31, 2026	FlexShares Trust, not summed
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,164,940	1.16%	+15,709	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,116,210	1.11%	+21,845	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	722,558	0.72%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
28.2	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	42,326	0.04%	+2,555	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
28.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	16,223	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
28.4	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	15,503	0.02%	+3,123	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
29	RICE HALL JAMES & ASSOCIATES, LLC 13F CIK 1230765 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,006,595	1.00%	+3,239	Jun 30, 2026	carried, not yet filed for the newest quarter
30	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	961,578	0.96%	-38,039	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · Aug 31, 2026 Delaware Group Equity Funds V, not summed	848,537	0.85%	+228,000	Aug 31, 2026	Delaware Group Equity Funds V, not summed
30.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	326,800	0.33%	0	Jun 30, 2026	Delaware VIP Trust, not summed
31	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	744,192	0.74%	+139,035	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	28,480	0.03%	+1,567	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
31.2	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	5,349	0.01%	-1,247	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
31.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,384	0.00%	-602	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
32	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Sep 30, 2026	724,501	0.72%	-5,871	Sep 30, 2026
33	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	688,532	0.69%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
34	Boston Partners 13F CIK 1386060 · Registered investment adviser · Sep 30, 2026	662,323	0.66%	+632,514	Sep 30, 2026
35	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	630,077	0.63%	-5,215	Sep 30, 2026
35.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,711	0.00%	-155	Jul 31, 2026	BNY Mellon ETF Trust, not summed
36	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	612,982	0.61%	+102,265	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	3,940	0.00%	—	Mar 31, 2026	AQR Funds, not summed
37	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	595,176	0.59%	-3,754	Sep 30, 2026
37.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	100,718	0.10%	+7,198	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
37.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	74,902	0.07%	-6,128	Jul 31, 2026	Principal Funds, Inc, not summed
37.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	38,200	0.04%	0	Jul 31, 2026	Principal Funds, Inc, not summed
37.4	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	8,878	0.01%	+2,365	Jul 31, 2026	Principal Funds, Inc, not summed
38	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	589,457	0.59%	+57,623	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
39	NORTH STAR ASSET MANAGEMENT INC 13F CIK 1056559 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	579,211	0.58%	-9,733	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Sep 30, 2026	575,363	0.57%	-149,911	Sep 30, 2026
41	Aristotle Capital Boston, LLC 13F CIK 1633911 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	551,926	0.55%	-108,893	Jun 30, 2026	carried, not yet filed for the newest quarter
42	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Sep 30, 2026	551,322	0.55%	-226,527	Sep 30, 2026
42.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · Aug 31, 2026 MFS SERIES TRUST XIII, not summed	297,766	0.30%	-135,965	Aug 31, 2026	MFS SERIES TRUST XIII, not summed
42.2	MFS Low Volatility Equity Fund Fund S000042701 · Registered fund · Aug 31, 2026 MFS SERIES TRUST I, not summed	79,047	0.08%	-3,680	Aug 31, 2026	MFS SERIES TRUST I, not summed
42.3	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · Aug 31, 2026 MFS Series Trust X, not summed	30,522	0.03%	-27,725	Aug 31, 2026	MFS Series Trust X, not summed
42.4	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · Aug 31, 2026 MFS SERIES TRUST X, not summed	15,935	0.02%	-26,039	Aug 31, 2026	MFS SERIES TRUST X, not summed
42.5	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	7,574	0.01%	-466	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
43	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Sep 30, 2026	547,203	0.55%	+197,961	Sep 30, 2026
44	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	544,662	0.54%	-49,623	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Invesco Ltd. 13F CIK 914208 · Investment adviser · Sep 30, 2026	536,516	0.54%	-1,323	Sep 30, 2026
45.1	Invesco S&P SmallCap Information Technology ETF Fund S000028301 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	220,762	0.22%	+12,767	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
45.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	103,299	0.10%	-10,640	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
45.3	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	61,496	0.06%	-5,165	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
45.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	53,229	0.05%	+5,924	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
45.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	16,461	0.02%	+1,241	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
46	Behrens Scott W Insider CIK 1346119 · Aug 11, 2025 Former Chief Financial Officer, issuer-wide	532,354	0.53%	-2,084	Aug 11, 2025	Former Chief Financial Officer, issuer-wide
47	MetLife Investment Management, LLC 13F CIK 1529735 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	531,242	0.53%	+7,447	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Warsop Thomas W III Insider CIK 1384334 · Jun 1, 2026 Director, Director, President and CEO, issuer-wide	483,017	0.48%	-8,057	Jun 1, 2026	Director, Director, President and CEO, issuer-wide
49	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Sep 30, 2026	461,071	0.46%	-124,849	Sep 30, 2026
49.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	14,812	0.01%	—	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
49.2	SIIT U.S. Equity Factor Allocation Fund Fund S000061159 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	13,254	0.01%	—	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
49.3	SIIT MULTI-ASSET REAL RETURN FUND Fund S000033123 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	565	0.00%	—	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
50	Swedbank AB 13F CIK 946431 · Unknown · Sep 30, 2026	444,112	0.44%	0	Sep 30, 2026

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

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Key facts CIK 935036 CUSIP 004498101 13F (30d) 324 filings 286 filers Visit website Investor relations