ALHC · Alignment Healthcare, Inc. · Shareholders & Ownership

$8.50 +0.10 (+1.19%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.77B

207.44M

Volume · Oct 20 3.41M Avg daily vol (3M) 8.18M

Every disclosed holder of ALHC 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 ALHC

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)	326	223,290,963	107.64%	Yes
Insiders (Forms 3, 4, 5)	23	36,191,405	17.45%	Yes
13D/G-only blocks	3	27,268,405	13.15%	Yes
Remaining	—	79,315,624	-38.24%	Negative
Registered funds (N-PORT, not summed)	366	118,103,321	56.94%	No

Shares outstanding: 207,435,149, 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 ALHC

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. 13G CIK 2012383 · Holding company · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	23,530,373	11.34%	+4,810,387	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	19,342,956	9.32%	+5,267,759	Jun 30, 2026	carried, not yet filed for the newest quarter
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,587,528	2.21%	-171,423	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,555,244	2.20%	—	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,608,017	0.78%	+12,594	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,487,839	0.72%	—	Jun 30, 2026	iShares Trust, not summed
2	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	18,780,363	9.05%	+1,681,427	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	VANGUARD HEALTH CARE FUND Fund S000002922 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	6,928,007	3.34%	+640,867	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
3	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	13,924,329	6.71%	-1,967,735	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Select Health Care Portfolio Fund S000007466 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	2,600,000	1.25%	+600,000	May 31, 2026	Fidelity Select Portfolios, not summed
3.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	2,232,675	1.08%	+299,949	Jul 31, 2026	Fidelity Salem Street Trust, not summed
3.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,560,000	0.75%	+500,000	May 31, 2026	Fidelity Rutland Square Trust II, not summed
3.4	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	1,455,019	0.70%	0	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
3.5	Select Health Care Services Portfolio Fund S000007472 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	1,357,300	0.65%	+205,900	May 31, 2026	Fidelity Select Portfolios, not summed
4	General Atlantic (ALN HLTH), L.P. Insider CIK 1853603 · Dec 12, 2025 10% Owner, issuer-wide	13,476,585	6.50%	-11,119,494	Dec 12, 2025	10% Owner, issuer-wide
5	Qatar Investment Authority 13G CIK 1441449 · Unknown · Sep 17, 2025 Rule 13d-1(c), passive investor	13,246,096	6.39%	—	Sep 17, 2025	Rule 13d-1(c), passive investor
6	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,119,557	6.32%	-28,099	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,672,259	5.63%	+1,962,188	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	11,874,585	5.72%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,365,640	5.00%	+3,365,541	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Invesco Ltd. 13G CIK 914208 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	10,365,640	5.00%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8.2	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	4,299,086	2.07%	+2,020,472	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
8.3	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	795,380	0.38%	-55,489	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
8.4	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	736,808	0.36%	—	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
8.5	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	401,283	0.19%	—	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
9	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,346,742	4.51%	+6,131,075	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,144,247	3.93%	+170,584	Jun 30, 2026	carried, not yet filed for the newest quarter
11	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,761,403	3.74%	+2,546,789	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	948,648	0.46%	+136,800	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
11.2	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	768,900	0.37%	+348,300	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
12	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	7,393,726	3.56%	+2,131,885	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
13	Deerfield Management Company, L.P. 13G CIK 1352546 · Unknown · Dec 31, 2024 Rule 13d-1(c), passive investor	7,304,302	3.52%	-3,561,211	Dec 31, 2024	Rule 13d-1(c), passive investor
14	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,297,494	3.52%	+3,003,800	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	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	1,511,904	0.73%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.2	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	949,175	0.46%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.3	State Street(R) SPDR(R) S&P(R) Health Care Services ETF Fund S000012331 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	109,949	0.05%	+17,728	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	69,100	0.03%	+1,300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14.5	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	31,388	0.02%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
15	CITADEL ADVISORS LLC 13G CIK 1423053 · Registered investment adviser · Sep 30, 2025 Rule 13d-1(c), passive investor	6,718,007	3.24%	-3,790,052	Sep 30, 2025	Rule 13d-1(c), passive investor
16	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,184,526	2.98%	+130,049	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	4,079,124	1.97%	+154,507	Jun 30, 2026	Manager Directed Portfolios, not summed
17	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,893,898	2.84%	+43,010	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,939,145	2.38%	-802,161	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	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	4,164,540	2.01%	+39,113	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
18.2	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	2,270,563	1.09%	0	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
18.3	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	2,190,075	1.06%	-203,974	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
18.4	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	2,016,767	0.97%	-9,839	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
18.5	T. Rowe Price Health Sciences Fund, Inc. Fund S000002088 · Registered fund · Jun 30, 2026 T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed	1,065,985	0.51%	-409,600	Jun 30, 2026	T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
19	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,845,510	2.34%	+434,170	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,399,329	2.12%	+805,753	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,268,708	2.06%	+29,803	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,013,339	1.93%	+3,001,689	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	150,625	0.07%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
22.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	90,255	0.04%	+72,178	Jul 31, 2026	Goldman Sachs Trust, not summed
22.3	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	41,234	0.02%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
22.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	30,988	0.01%	+412	May 31, 2026	Goldman Sachs ETF Trust, not summed
22.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	18,708	0.01%	+7,053	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
23	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,910,131	1.89%	+1,244,073	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Danica Pension, Livsforsikringsaktieselskab 13F CIK 2096095 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,687,259	1.78%	+1,183,682	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	3,657,160	1.76%	+344,050	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	6,889	0.00%	+964	Jul 31, 2026	BNY Mellon ETF Trust, not summed
26	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,053,525	1.47%	+595,125	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Allspring SMID Cap Growth Fund Fund S000007345 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	295,638	0.14%	-12,275	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
26.2	Allspring Common Stock Fund Fund S000007339 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	196,175	0.09%	—	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
26.3	Allspring Emerging Growth Fund Fund S000015703 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	174,497	0.08%	-46,309	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
26.4	Allspring VT Small Cap Growth Fund Fund S000007228 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	169,397	0.08%	-38,191	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
26.5	Allspring SMID Core ETF Fund S000093515 · Registered fund · Jun 30, 2026 ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed	106,517	0.05%	+46,666	Jun 30, 2026	ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed
27	NEXT CENTURY GROWTH INVESTORS LLC 13F CIK 1134007 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,537,598	1.22%	+275,522	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,457,966	1.18%	+88,417	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,357,089	1.14%	+255,633	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Columbia Acorn Fund Fund S000009184 · Registered fund · Jun 30, 2026 COLUMBIA ACORN TRUST, not summed	1,618,094	0.78%	0	Jun 30, 2026	COLUMBIA ACORN TRUST, not summed
29.2	Columbia Variable Portfolio - Acorn Fund Fund S000008981 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed	311,043	0.15%	0	Jun 30, 2026	COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed
29.3	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	238,521	0.12%	—	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
29.4	Columbia Integrated Small Cap Growth Fund Fund S000074122 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	19,017	0.01%	-110	May 31, 2026	Columbia Funds Series Trust II, not summed
29.5	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	334	0.00%	+86	Jun 30, 2026	Columbia ETF Trust I, not summed
30	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,148,864	1.04%	+42,796	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	793,330	0.38%	+7,273	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
30.2	Loomis Sayles Small/Mid Cap Growth Fund Fund S000049859 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	90,851	0.04%	-8,992	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
31	Integral Health Asset Management, LLC 13F CIK 1773206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,000,000	0.96%	-575,000	Jun 30, 2026	carried, not yet filed for the newest quarter
32	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,996,335	0.96%	+412,718	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	103,329	0.05%	+12,060	Jun 30, 2026	Northern Funds, not summed
32.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	17,247	0.01%	-492	Jun 30, 2026	Northern Funds, not summed
32.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,688	0.00%	+126	Jul 31, 2026	FlexShares Trust, not summed
33	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,897,427	0.91%	+108,738	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	Broad Bay Capital Management, LP 13F CIK 1759115 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,893,294	0.91%	-1,026,171	Jun 30, 2026	carried, not yet filed for the newest quarter
35	KAO JOHN E Insider CIK 1222028 · Sep 14, 2026 Director, Chief Executive Officer, issuer-wide	1,814,239	0.87%	-27,400	Sep 14, 2026	Director, Chief Executive Officer, issuer-wide
36	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,770,815	0.85%	+1,724,280	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	573,469	0.28%	+416,798	Jul 31, 2026	Dimensional ETF Trust, not summed
36.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	554,110	0.27%	+450,400	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
36.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	241,090	0.12%	+234,479	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
36.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	57,630	0.03%	+50,739	Jul 31, 2026	Dimensional ETF Trust, not summed
36.5	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	49,668	0.02%	+27,098	Jul 31, 2026	Dimensional ETF Trust, not summed
37	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,698,938	0.82%	+172,099	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	450	0.00%	+340	Jul 31, 2026	E Trade Trust, not summed
38	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,653,362	0.80%	+251,704	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	772,833	0.37%	+61,463	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	494,878	0.24%	+66,672	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	99,427	0.05%	+15,432	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	98,127	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,558,666	0.75%	-1,237,040	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Freeman Robert Thomas Insider CIK 1850414 · Mar 27, 2025 Chief Financial Officer, issuer-wide	1,557,348	0.75%	-6,744	Mar 27, 2025	Chief Financial Officer, issuer-wide
41	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,462,511	0.71%	-2,375,509	Jun 30, 2026	carried, not yet filed for the newest quarter
42	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,420,219	0.68%	+1,270,705	Jun 30, 2026	carried, not yet filed for the newest quarter
43	GILDER GAGNON HOWE & CO LLC 13F CIK 902464 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,399,482	0.67%	-434,209	Jun 30, 2026	carried, not yet filed for the newest quarter
44	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,279,274	0.62%	+586,670	Jun 30, 2026	carried, not yet filed for the newest quarter
45	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13F CIK 1535845 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,240,397	0.60%	+1,240,397	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,237,465	0.60%	+75,779	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Voya Small Cap Growth Fund Fund S000075515 · Registered fund · May 31, 2026 Voya Equity Trust, not summed	1,133,911	0.55%	-332,984	May 31, 2026	Voya Equity Trust, not summed
48	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,089,600	0.53%	+123,000	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Oberweis Small-Cap Opportunities Fund Fund S000010232 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	963,100	0.46%	+105,800	Jun 30, 2026	OBERWEIS FUNDS, not summed
49	KONOWIECKI JOSEPH S Insider CIK 1209523 · Sep 17, 2026 Director, issuer-wide	1,080,305	0.52%	-23,511	Sep 17, 2026	Director, issuer-wide
50	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,073,956	0.52%	+529,682	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	259,553	0.13%	+18,408	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
50.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	121,854	0.06%	—	Jul 31, 2026	Principal Funds, Inc, not summed
50.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	17,680	0.01%	+5,358	Jul 31, 2026	Principal Funds, Inc, not summed

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

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.

Showing 1–50 of 516 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1832466 CUSIP 01625V104 13F (30d) 25 filings 24 filers Visit website Investor relations