AMN · Amn Healthcare Services Inc · Shareholders & Ownership

$46.02 +3.01 (+7.00%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.66B

38.73M

Volume · Oct 22 790.12K Avg daily vol (3M) 707.03K

Every disclosed holder of AMN 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 AMN

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)	287	45,940,727	118.62%	Yes
Insiders (Forms 3, 4, 5)	10	379,277	0.98%	Yes
13D/G-only blocks	1	2,005,966	5.18%	Yes
Remaining	—	9,595,979	-24.78%	Negative
Registered funds (N-PORT, not summed)	298	18,797,247	48.53%	No

Shares outstanding: 38,729,991, 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 AMN

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	6,643,401	17.15%	+619,906	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	2,337,259	6.03%	+33,210	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,026,389	2.65%	+88,924	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	368,564	0.95%	+41,915	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	335,596	0.87%	-38,937	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	141,177	0.36%	—	May 29, 2026	BlackRock Funds, not summed
2	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,282,597	5.89%	+941,922	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	MORGAN STANLEY 13G CIK 895421 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,076,006	5.36%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	18	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
3	Millennium Management LLC 13G CIK 1319244 · Unknown · Dec 31, 2025 Rule 13d-1(c), passive investor	2,005,966	5.18%	-440,058	Dec 31, 2025	Rule 13d-1(c), passive investor
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,719,045	4.44%	+41,619	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,694,316	4.37%	+79,912	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	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	355,486	0.92%	+4,490	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	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	206,749	0.53%	+6,336	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S&P(R) Health Care Services ETF Fund S000012331 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	76,947	0.20%	+6,023	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	13,448	0.03%	-300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	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	8,590	0.02%	+120	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,674,561	4.32%	-463,827	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,402,948	3.62%	+141,944	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	843,748	2.18%	+30,930	Jun 30, 2026	PIMCO Equity Series, not summed
7.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,590	0.00%	—	Jun 30, 2026	PIMCO Equity Series, not summed
8	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,391,859	3.59%	-9,866	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,288,073	3.33%	+163,404	Jun 30, 2026	carried, not yet filed for the newest quarter
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,283,381	3.31%	+542,172	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	170,823	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	150,792	0.39%	+101,618	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	130,822	0.34%	—	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	127,361	0.33%	+124,857	Jul 31, 2026	Dimensional ETF Trust, not summed
10.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	118,806	0.31%	+31,039	Jul 31, 2026	Dimensional ETF Trust, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,231,378	3.18%	+28,910	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,158,258	2.99%	-429,423	Jun 30, 2026	carried, not yet filed for the newest quarter
13	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,149,232	2.97%	+140,245	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	292,975	0.76%	+39,204	Jun 30, 2026	ROYCE FUND, not summed
13.2	Royce Micro-Cap Fund Fund S000009506 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	135,154	0.35%	+2,832	Jun 30, 2026	ROYCE FUND, not summed
13.3	Royce Capital Fund - Micro-Cap Portfolio Fund S000009496 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	44,674	0.12%	+2,160	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
14	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,096,521	2.83%	-279,820	Jun 30, 2026	carried, not yet filed for the newest quarter
15	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,051,103	2.71%	+969,259	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	57,343	0.15%	-3,802	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
15.2	Columbia Global Opportunities Fund Fund S000031367 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	2,006	0.01%	—	Jul 31, 2026	Columbia Funds Series Trust II, not summed
15.3	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	66	0.00%	+8	Jun 30, 2026	Columbia ETF Trust I, not summed
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,045,817	2.70%	+201,171	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	110,256	0.28%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
16.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	60,007	0.15%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
16.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	33,209	0.09%	-3,699	May 31, 2026	Goldman Sachs ETF Trust, not summed
16.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	13,423	0.03%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
16.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	11,379	0.03%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
17	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,026,778	2.65%	+709,299	Jun 30, 2026	carried, not yet filed for the newest quarter
18	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,006,303	2.60%	+82,193	Jun 30, 2026	carried, not yet filed for the newest quarter
19	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	821,706	2.12%	+821,706	Jun 30, 2026	carried, not yet filed for the newest quarter
20	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	743,550	1.92%	+686,835	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	450,800	1.16%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
20.2	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	441,622	1.14%	—	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
20.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	8,393	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
20.4	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	6,004	0.02%	+1,190	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
20.5	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	4,578	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., 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	740,471	1.91%	+45,119	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	221,010	0.57%	+5,466	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	183,196	0.47%	-2,834	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.3	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	110,303	0.28%	+2,051	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.4	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	95,263	0.25%	+12,010	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.5	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	38,084	0.10%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	646,553	1.67%	-221,423	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Tributary Capital Management, LLC 13F CIK 1441888 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	601,198	1.55%	+2,701	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	TRIBUTARY SMALL COMPANY FUND Fund S000022139 · Registered fund · Jun 30, 2026 TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed	331,820	0.86%	-12,907	Jun 30, 2026	TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed
23.2	TRIBUTARY BALANCED FUND Fund S000022136 · Registered fund · Jun 30, 2026 TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed	20,158	0.05%	—	Jun 30, 2026	TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed
23.3	TRIBUTARY SMALL/MID CAP FUND Fund S000059580 · Registered fund · Jun 30, 2026 TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed	11,211	0.03%	-598	Jun 30, 2026	TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed
24	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	550,638	1.42%	-340,504	Jun 30, 2026	carried, not yet filed for the newest quarter
25	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	525,781	1.36%	-40,389	Jun 30, 2026	carried, not yet filed for the newest quarter
26	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	516,710	1.33%	-70,659	Jun 30, 2026	carried, not yet filed for the newest quarter
27	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	502,898	1.30%	+198,608	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,517	0.02%	—	Jun 30, 2026	AQR Funds, not summed
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	450,293	1.16%	+36,641	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	20,085	0.05%	+2,314	Jun 30, 2026	Northern Funds, not summed
28.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,774	0.02%	+382	Jul 31, 2026	FlexShares Trust, not summed
28.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,378	0.02%	-276	Jun 30, 2026	Northern Funds, not summed
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	447,588	1.16%	+14,716	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	443,337	1.14%	+77,729	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	149,019	0.38%	-43,818	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
30.2	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	92,335	0.24%	+1,590	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
30.3	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	57,976	0.15%	-1,798	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
30.4	Invesco Dorsey Wright Healthcare Momentum ETF Fund S000013104 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	57,119	0.15%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
30.5	Invesco S&P SmallCap Health Care ETF Fund S000028299 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	26,908	0.07%	-5,069	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
31	Eversept Partners, LP 13F CIK 1697013 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	428,531	1.11%	+428,531	Jun 30, 2026	carried, not yet filed for the newest quarter
32	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	406,736	1.05%	+34,272	Jun 30, 2026	carried, not yet filed for the newest quarter
33	GRIZZLYROCK CAPITAL, LLC 13F CIK 2011732 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	399,286	1.03%	-325,733	Jun 30, 2026	carried, not yet filed for the newest quarter
34	THOMPSON INVESTMENT MANAGEMENT, INC. 13F CIK 1277279 · Registered investment adviser · Sep 30, 2026	396,899	1.02%	-25,482	Sep 30, 2026
34.1	Thompson LargeCap Fund Fund S000002451 · Registered fund · Aug 31, 2026 Thompson IM Funds, Inc., not summed	116,800	0.30%	-12,500	Aug 31, 2026	Thompson IM Funds, Inc., not summed
34.2	Thompson MidCap Fund Fund S000021538 · Registered fund · Aug 31, 2026 Thompson IM Funds, Inc., not summed	48,750	0.13%	-5,500	Aug 31, 2026	Thompson IM Funds, Inc., not summed
35	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	378,779	0.98%	+8,279	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	37,923	0.10%	-27,871	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
35.2	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	16,120	0.04%	-23,678	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
35.3	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	12,704	0.03%	-2,238	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
35.4	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	7,156	0.02%	+1,503	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
35.5	Multi-Strategy Income Fund Fund S000048356 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	7,060	0.02%	-10,372	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
36	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	349,907	0.90%	+45,219	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	342,767	0.89%	+342,767	Jun 30, 2026	carried, not yet filed for the newest quarter
38	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	337,878	0.87%	+42,023	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	430,583	1.11%	+51,189	Jul 31, 2026	Fidelity Salem Street Trust, not summed
38.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	286,600	0.74%	0	May 31, 2026	Fidelity Rutland Square Trust II, not summed
38.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	199,489	0.52%	+13,611	May 31, 2026	Fidelity Concord Street Trust, not summed
38.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	73,510	0.19%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
38.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	58,479	0.15%	+1,763	May 31, 2026	Fidelity Concord Street Trust, not summed
39	Pacer US Small Cap Cash Cows 100 ETF Fund S000055468 · Registered fund · Jul 31, 2026 Pacer Funds Trust, not summed	328,716	0.85%	+27,134	Jul 31, 2026	Pacer Funds Trust, not summed
40	Hillsdale Investment Management Inc. 13F CIK 1368465 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	312,490	0.81%	+312,490	Jun 30, 2026	carried, not yet filed for the newest quarter
41	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	298,812	0.77%	+141,170	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	28,854	0.07%	+3,725	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
41.2	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	19,703	0.05%	+2,548	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
41.3	Putnam Dynamic Asset Allocation Conservative Fund Fund S000000779 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	3,110	0.01%	+401	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
41.4	Putnam Multi-Asset Income Fund Fund S000067964 · Registered fund · May 31, 2026 Putnam Asset Allocation Funds, not summed	1,869	0.00%	+1,325	May 31, 2026	Putnam Asset Allocation Funds, not summed
41.5	Putnam Dynamic Asset Allocation Equity Fund Fund S000024760 · Registered fund · May 31, 2026 Putnam Funds Trust, not summed	1,858	0.00%	—	May 31, 2026	Putnam Funds Trust, not summed
42	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	296,965	0.77%	+296,965	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	293,098	0.76%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
44	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	285,115	0.74%	+56,375	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	81,000	0.21%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
44.2	Small-Cap Value Fund Fund S000004427 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	45,000	0.12%	—	Jun 30, 2026	Bridgeway Funds, Inc., not summed
45	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	269,068	0.69%	+36,607	Jun 30, 2026	carried, not yet filed for the newest quarter
46	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	267,584	0.69%	+7,235	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	79,212	0.20%	+5,664	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
46.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	28,576	0.07%	-1,618	Jul 31, 2026	Principal Funds, Inc, not summed
46.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,599	0.01%	+1,364	Jul 31, 2026	Principal Funds, Inc, not summed
47	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	256,803	0.66%	+5,797	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	245,855	0.63%	+18,015	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	223,265	0.58%	+46,668	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Counterpoint Quantitative Equity ETF Fund S000083027 · Registered fund · Jun 30, 2026 NORTHERN LIGHTS FUND TRUST III, not summed	219,717	0.57%	-9,226	Jun 30, 2026	NORTHERN LIGHTS FUND TRUST III, not summed

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

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Key facts CIK 1142750 CUSIP 001744101 13F (30d) 33 filings 33 filers Visit website Investor relations