AGX · Argan Inc · Shareholders & Ownership

Track AGX — free

$329.24 -16.61 (-4.80%)

Ex-dividend: $0.70 · Oct 22, 2026 Return incl. dividend (before tax) -4.60%

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.65B

14.03M

Volume · Oct 22 275.08K Avg daily vol (3M) 356.72K

Every disclosed holder of AGX 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 AGX

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)	550	13,943,210	99.38%	Yes
Insiders (Forms 3, 4, 5)	13	448,786	3.20%	Yes
13D/G-only blocks	2	1,256,406	8.96%	Yes
Remaining	—	1,618,560	-11.54%	Negative
Registered funds (N-PORT, not summed)	422	7,023,673	50.06%	No

Shares outstanding: 14,029,842, 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 AGX

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	2,209,112	15.75%	+85,813	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	840,743	5.99%	+7,539	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	352,838	2.51%	+24,640	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	126,891	0.90%	+17,358	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	125,449	0.89%	+5,757	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	25,342	0.18%	+3,513	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	First Trust Portfolios L.P. 13G CIK 1184765 · Unknown · Mar 31, 2026 Rule 13d-1(b), qualified institution	821,295	5.85%	—	Mar 31, 2026	Rule 13d-1(b), qualified institution
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	778,042	5.55%	+260,418	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	792,842	5.65%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	754,403	5.38%	-36,950	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	5,747	0.04%	-548	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
4.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	5,159	0.04%	-1,523	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
4.3	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	2,819	0.02%	—	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
4.4	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	1,724	0.01%	-6	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
4.5	First Trust Small Cap BuyWrite Income ETF Fund S000090516 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,270	0.01%	+246	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
5	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	680,708	4.85%	-72,382	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
6	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	648,379	4.62%	+37,480	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	594,781	4.24%	+7,315	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	544,200	3.88%	+26,544	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	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	128,110	0.91%	+2,060	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	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	79,551	0.57%	+6,406	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	4,748	0.03%	+60	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.4	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,752	0.02%	+40	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	352	0.00%	+51	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	506,133	3.61%	+46,830	Jun 30, 2026	carried, not yet filed for the newest quarter
10	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	447,983	3.19%	+26,335	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	137,331	0.98%	+8,853	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
10.2	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	2,843	0.02%	+85	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
10.3	Global Small Cap Fund Fund S000053103 · Registered fund · May 31, 2026 American Century World Mutual Funds, Inc., not summed	1,441	0.01%	-282	May 31, 2026	American Century World Mutual Funds, Inc., not summed
10.4	Disciplined Growth Fund Fund S000005976 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	211	0.00%	-287	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
11	River Road Asset Management, LLC 13G CIK 1341401 · Registered investment adviser · Oct 31, 2024 Rule 13d-1(b), qualified institution	435,111	3.10%	-674,404	Oct 31, 2024	Rule 13d-1(b), qualified institution
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	421,033	3.00%	+2,449	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	420,104	2.99%	+328,238	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	126,520	0.90%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
13.2	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	96,979	0.69%	+63,179	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
13.3	T. Rowe Price Science & Technology Fund, Inc. Fund S000002119 · Registered fund · Jun 30, 2026 T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC., not summed	29,300	0.21%	0	Jun 30, 2026	T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC., not summed
13.4	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	9,557	0.07%	—	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
13.5	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	6,070	0.04%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
14	LONE PINE CAPITAL LLC 13F CIK 1061165 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	368,673	2.63%	-24,461	Jun 30, 2026	carried, not yet filed for the newest quarter
15	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	356,845	2.54%	-41,117	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	92,711	0.66%	-27,969	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	92,323	0.66%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	39,424	0.28%	+852	Jul 31, 2026	Dimensional ETF Trust, not summed
15.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	15,970	0.11%	-6	Jul 31, 2026	Dimensional ETF Trust, not summed
15.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	15,212	0.11%	-11,252	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	304,061	2.17%	+151,953	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	273,125	1.95%	+11,204	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	149,826	1.07%	-77,624	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
17.2	Invesco Building & Construction ETF Fund S000003040 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	18,398	0.13%	-9,852	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
17.3	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	10,721	0.08%	—	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
17.4	Invesco S&P SmallCap Industrials ETF Fund S000028300 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	8,402	0.06%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
17.5	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	6,657	0.05%	+5,965	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	214,895	1.53%	+54,925	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	21	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
19	BOSSELMANN RAINER H Insider CIK 1028546 · Sep 15, 2025 Insider, issuer-wide	196,723	1.40%	0	Sep 15, 2025	Insider, issuer-wide
20	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	186,216	1.33%	-52,522	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Epoch Investment Partners, Inc. 13F CIK 1305841 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	180,661	1.29%	-21,817	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	175,337	1.25%	+90,391	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	173,812	1.24%	-1,316	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	4,136	0.03%	-332	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	2,937	0.02%	-543	Jul 31, 2026	Goldman Sachs Trust, not summed
23.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	1,448	0.01%	-3,391	Jul 31, 2026	Goldman Sachs Trust, not summed
23.4	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	1,031	0.01%	—	Jul 31, 2026	Goldman Sachs Trust II, not summed
23.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	448	0.00%	—	May 31, 2026	Goldman Sachs ETF Trust II, not summed
24	TD Asset Management Inc 13F CIK 1056053 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	173,601	1.24%	-34,101	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	165,147	1.18%	-135,232	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,126	0.02%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	160,075	1.14%	+5,157	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	156,861	1.12%	-167,175	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	151,510	1.08%	+11,685	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,951	0.05%	+699	Jun 30, 2026	Northern Funds, not summed
28.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,252	0.02%	-64	Jun 30, 2026	Northern Funds, not summed
28.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	648	0.00%	+32	Jul 31, 2026	FlexShares Trust, not summed
29	SurgoCap Partners LP 13F CIK 1960830 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	149,983	1.07%	+149,983	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	144,931	1.03%	-806	May 31, 2026	American Century ETF Trust, not summed
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	144,771	1.03%	+5,168	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	66,673	0.48%	-224	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	33,383	0.24%	+3,929	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	8,412	0.06%	+322	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	8,228	0.06%	+325	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.5	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	2,422	0.02%	-309	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	123,740	0.88%	-7,194	Jun 30, 2026	carried, not yet filed for the newest quarter
33	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	116,754	0.83%	+8,629	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	6,581	0.05%	—	Jul 31, 2026	GLOBAL X FUNDS, not summed
34	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	116,481	0.83%	+1,619	Jun 30, 2026	carried, not yet filed for the newest quarter
35	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	111,906	0.80%	+101,730	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	150,273	1.07%	+17,430	Jul 31, 2026	Fidelity Salem Street Trust, not summed
35.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	71,587	0.51%	-922	May 31, 2026	Fidelity Concord Street Trust, not summed
35.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	42,416	0.30%	+3,051	May 31, 2026	Fidelity Rutland Square Trust II, not summed
35.4	Fidelity SAI Small-Mid Cap Momentum Index Fund Fund S000050321 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	42,383	0.30%	+8,695	Jul 31, 2026	Fidelity Salem Street Trust, not summed
35.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	32,745	0.23%	+2,135	May 31, 2026	Fidelity Rutland Square Trust II, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	99,246	0.71%	+3,546	Jun 30, 2026	carried, not yet filed for the newest quarter
37	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	98,624	0.70%	+3,144	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	39,419	0.28%	+18,371	Jul 31, 2026	Principal Funds, Inc, not summed
37.2	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	30,058	0.21%	+2,419	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
37.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	10,286	0.07%	-618	Jul 31, 2026	Principal Funds, Inc, not summed
38	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	95,901	0.68%	+10,134	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Sculptor Capital LP 13F CIK 1054587 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	95,500	0.68%	+95,500	Jun 30, 2026	carried, not yet filed for the newest quarter
40	AltraVue Capital, LLC 13F CIK 1740837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	90,472	0.64%	-21,330	Jun 30, 2026	carried, not yet filed for the newest quarter
41	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	90,215	0.64%	+52,021	Jun 30, 2026	carried, not yet filed for the newest quarter
42	EMERALD ADVISERS, LLC 13F CIK 1015083 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	89,296	0.64%	-5,976	Jun 30, 2026	carried, not yet filed for the newest quarter
43	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	88,578	0.63%	+12,589	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	LORD ABBETT DEVELOPING GROWTH FUND INC Fund S000006834 · Registered fund · Jul 31, 2026 LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed	69,678	0.50%	+25,507	Jul 31, 2026	LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed
43.2	Lord Abbett Micro-Cap Growth Fund Fund S000007142 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	2,544	0.02%	-1,477	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
43.3	Developing Growth Portfolio Fund S000028719 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	1,654	0.01%	+286	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
44	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	88,152	0.63%	-18,458	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,941	0.03%	+1,375	Jun 30, 2026	AQR Funds, not summed
44.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	1,692	0.01%	—	Mar 31, 2026	AQR Funds, not summed
45	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	83,573	0.60%	+59,134	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
46	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	83,416	0.59%	+2,702	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
47	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	80,214	0.57%	-6,560	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Allspring SMID Cap Growth Fund Fund S000007345 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	19,230	0.14%	-5,446	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
47.2	Allspring Emerging Growth Fund Fund S000015703 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	8,084	0.06%	-336	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
47.3	Allspring VT Small Cap Growth Fund Fund S000007228 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	7,897	0.06%	0	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
47.4	Allspring Common Stock Fund Fund S000007339 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	5,739	0.04%	—	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
47.5	Allspring VT Discovery SMID Cap Growth Fund Fund S000007218 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	3,730	0.03%	-187	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
48	Avala Global LP 13F CIK 1948899 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	76,500	0.55%	+76,500	Jun 30, 2026	carried, not yet filed for the newest quarter
49	FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Fund S000060086 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	75,500	0.54%	+500	Jun 30, 2026	Capitol Series Trust, not summed
50	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	69,921	0.50%	+13,684	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	DWS Small Cap Growth Fund Fund S000031150 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	3,700	0.03%	—	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
50.2	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	2,134	0.02%	+253	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
50.3	DWS Small Mid Cap Growth VIP Fund S000006260 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES II, not summed	400	0.00%	—	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES II, not summed

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

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Key facts CIK 100591 CUSIP 04010E109 13F (30d) 72 filings 71 filers Visit website Investor relations