AMRX · Amneal Pharmaceuticals, Inc. · Shareholders & Ownership

$20.20 +0.36 (+1.81%) At close · Oct 21

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$6.45B

319.35M

Volume · Oct 21 4.66M Avg daily vol (3M) 2.56M

Every disclosed holder of AMRX 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 AMRX

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)	321	164,129,989	51.39%	Yes
Insiders (Forms 3, 4, 5)	16	115,523,605	36.17%	Yes
13D/G-only blocks	3	46,663,625	14.61%	Yes
Remaining	—	6,963,300	-2.18%	Negative
Registered funds (N-PORT, not summed)	292	73,162,576	22.91%	No

Shares outstanding: 319,353,919, 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 AMRX

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	Patel Tushar Bhikhubhai 13D CIK 1745375 · Unknown · Aug 10, 2026 Item 4 purpose: none of the classified purposes not summed	61,341,678	19.21%	+12,763,469	Aug 10, 2026	not summed
1.1	Patel Tushar Bhikhubhai Insider CIK 1745375 · Aug 10, 2026 10% Owner, issuer-wide	61,341,678	19.21%	+12,763,469	Aug 10, 2026	10% Owner, issuer-wide
2	Patel Chintu 13D CIK 1737428 · Unknown · Aug 10, 2026 Item 4 purpose: none of the classified purposes not summed	32,576,528	10.20%	+6,666,496	Aug 10, 2026	not summed
2.1	Patel Chintu Insider CIK 1737428 · Aug 10, 2026 Director, Co-CEO, issuer-wide	26,141,773	8.19%	—	Aug 10, 2026	Director, Co-CEO, issuer-wide
3	Patel Chirag K. 13D CIK 1738701 · Unknown · Aug 10, 2026 Item 4 purpose: none of the classified purposes not summed	29,097,645	9.11%	+6,917,224	Aug 10, 2026	not summed
3.1	Patel Chirag K. Insider CIK 1738701 · Aug 10, 2026 Director, President & Co-CEO, issuer-wide	22,662,890	7.10%	—	Aug 10, 2026	Director, President & Co-CEO, issuer-wide
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	26,562,093	8.32%	+2,042,901	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	10,379,876	3.25%	+190,233	Jun 30, 2026	iShares Trust, not summed
4.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,383,877	1.37%	+689,572	Jun 30, 2026	iShares Trust, not summed
4.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,194,290	0.37%	+1,009,255	Jun 30, 2026	iShares Trust, not summed
4.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	927,710	0.29%	+48,945	Jun 30, 2026	iShares Trust, not summed
4.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	593,327	0.19%	-68,398	Jun 30, 2026	iShares Trust, not summed
5	Akram Mahesh 13G CIK 2006625 · Unknown · Mar 31, 2025 Rule 13d-1(c), passive investor	20,558,759	6.44%	-6,297,654	Mar 31, 2025	Rule 13d-1(c), passive investor
6	Patel Dipan 13D CIK 1745437 · Unknown · Dec 31, 2025	16,904,263	5.29%	-6,924,729	Dec 31, 2025
7	TPG GP A, LLC 13F CIK 1903793 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	12,328,767	3.86%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,137,727	3.80%	+812,794	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Rubric Capital Management LP 13F CIK 1687509 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,168,660	3.18%	-868,929	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Fosun International Ltd 13G CIK 1447884 · Unknown · Mar 31, 2024 Rule 13d-1(c), passive investor	9,200,603	2.88%	-9,207,053	Mar 31, 2024	Rule 13d-1(c), passive investor
11	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,710,126	2.41%	+125,092	Jun 30, 2026	carried, not yet filed for the newest quarter
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,356,977	2.30%	+562,275	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	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	1,585,224	0.50%	+51,306	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.2	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	596,295	0.19%	+58,992	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.3	State Street(R) SPDR(R) S&P(R) Pharmaceuticals ETF Fund S000012321 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	426,750	0.13%	-37,727	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.4	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	365,082	0.11%	+11,207	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	53,190	0.02%	+1,500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,794,263	1.81%	+103,677	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,235,443	0.39%	+4,459	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,070,643	0.34%	+39,809	Jul 31, 2026	Dimensional ETF Trust, not summed
13.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,001,761	0.31%	+564	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	453,710	0.14%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
13.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	327,358	0.10%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,555,668	1.74%	+47,650	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,139,449	1.61%	+593,401	Jun 30, 2026	carried, not yet filed for the newest quarter
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,110,028	1.29%	-527,157	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	235	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,029,125	1.26%	+48,088	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,887,179	1.22%	+204,895	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Neuberger Intrinsic Value Fund Fund S000028676 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	940,108	0.29%	-719	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
19	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,502,000	1.10%	+313,341	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,844,564	0.58%	+374,711	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.2	Invesco Pharmaceuticals ETF Fund S000003031 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	965,545	0.30%	+298,688	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	264,304	0.08%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
19.4	Invesco Dorsey Wright SmallCap Momentum ETF Fund S000037586 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	226,564	0.07%	-72,169	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
19.5	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	167,953	0.05%	-27,104	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,324,875	1.04%	+81,232	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,196,688	0.37%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
20.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	880,150	0.28%	-17,420	Jul 31, 2026	TIAA-CREF Funds, not summed
20.3	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	590,790	0.19%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
20.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	226,583	0.07%	+47,889	Jul 31, 2026	TIAA-CREF Funds, not summed
20.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	180,824	0.06%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
21	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,295,533	1.03%	+745,961	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Allspring Opportunity Fund Fund S000007344 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	337,273	0.11%	-6,084	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
21.2	Allspring Common Stock Fund Fund S000007339 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	195,798	0.06%	+54,601	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
21.3	Allspring SMID Core ETF Fund S000093515 · Registered fund · Jun 30, 2026 ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed	165,979	0.05%	+59,118	Jun 30, 2026	ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed
21.4	Allspring Disciplined Small Cap Fund Fund S000007342 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	46,193	0.01%	+3,026	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
21.5	Allspring VT Opportunity Fund Fund S000007227 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	28,936	0.01%	-620	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
22	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,013,961	0.94%	+150,101	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	232,604	0.07%	+26,341	Jul 31, 2026	Goldman Sachs Trust, not summed
22.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	180,457	0.06%	+35,818	Jul 31, 2026	Goldman Sachs Trust, not summed
22.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	135,550	0.04%	-2,010	May 31, 2026	Goldman Sachs ETF Trust, not summed
22.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	71,673	0.02%	+11,466	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
22.5	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	69,755	0.02%	-36,809	Jul 31, 2026	Goldman Sachs Trust, not summed
23	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,549,077	0.80%	+10,619	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	Nantahala Capital Management, LLC 13F CIK 1472322 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,268,751	0.71%	-575,357	Jun 30, 2026	carried, not yet filed for the newest quarter
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,147,450	0.67%	-36,711	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	819,083	0.26%	-4,317	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	414,058	0.13%	+83,897	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	329,065	0.10%	-73,283	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.4	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	160,931	0.05%	-111,417	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	105,437	0.03%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	2,026,781	0.63%	-418,768	Sep 30, 2026
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,973,859	0.62%	+79,821	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Patel Gautam Insider CIK 1738054 · Aug 10, 2026 Director, issuer-wide	1,927,595	0.60%	+283,632	Aug 10, 2026	Director, issuer-wide
28.1	Gautam Patel 13D CIK 1738054 · Unknown · Jan 1, 2024 not summed	2,025,454	0.63%	-28,786,654	Jan 1, 2024	not summed
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,914,895	0.60%	+208,788	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	100,542	0.03%	0	Jun 30, 2026	Northern Funds, not summed
29.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	86,379	0.03%	+16,852	Jun 30, 2026	Northern Funds, not summed
29.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	24,308	0.01%	-693	Jun 30, 2026	Northern Funds, not summed
29.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	9,954	0.00%	-2,520	Jul 31, 2026	FlexShares Trust, not summed
30	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,650,255	0.52%	-281,639	Jun 30, 2026	carried, not yet filed for the newest quarter
31	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,581,869	0.50%	-283,332	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	979,518	0.31%	+36,760	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
31.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	253,406	0.08%	-16,800	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
31.3	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	268	0.00%	+26	Jun 30, 2026	Columbia ETF Trust I, not summed
32	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	1,524,355	0.48%	+741,577	Sep 30, 2026
32.1	Congress SMid Growth ETF Fund S000081384 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	310,580	0.10%	—	Jul 31, 2026	Professionally Managed Portfolios, not summed
33	Westshore Wealth, LLC 13F CIK 1806366 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,366,274	0.43%	-7,710	Jun 30, 2026	carried, not yet filed for the newest quarter
34	BlackBarn Capital Partners LP 13F CIK 2010204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,300,000	0.41%	-350,000	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Penn Capital Management Company, LLC 13F CIK 1158202 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,181,176	0.37%	-14,897	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,169,282	0.37%	+15,259	Jun 30, 2026	carried, not yet filed for the newest quarter
37	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,118,715	0.35%	+541,296	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,015,182	0.32%	+101,093	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,077	0.00%	+248	Jul 31, 2026	BNY Mellon ETF Trust, not summed
39	TUCKER ASSET MANAGEMENT LLC 13F CIK 1870012 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,011,064	0.32%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	991,817	0.31%	+19,288	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	155,101	0.05%	+10,974	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
40.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	126,926	0.04%	-6,507	Jul 31, 2026	Principal Funds, Inc, not summed
40.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	8,485	0.00%	+7,821	Jul 31, 2026	Principal Funds, Inc, not summed
40.4	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	3,758	0.00%	-4,531	Jul 31, 2026	Principal Funds, Inc, not summed
41	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	945,445	0.30%	-9,353	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	880,942	0.28%	0	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
43	MEISTER PAUL M Insider CIK 1033876 · May 7, 2026 Director, issuer-wide	832,800	0.26%	+48,747	May 7, 2026	Director, issuer-wide
44	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	825,120	0.26%	+33,110	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,863,299	0.58%	+381,375	Jul 31, 2026	Fidelity Salem Street Trust, not summed
44.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	875,635	0.27%	-22,818	May 31, 2026	Fidelity Concord Street Trust, not summed
44.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	684,817	0.21%	+31,133	Jun 30, 2026	Fidelity Covington Trust, not summed
44.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	315,959	0.10%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
44.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	257,697	0.08%	+8,749	May 31, 2026	Fidelity Concord Street Trust, not summed
45	Phocas Financial Corp. 13F CIK 1356783 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	819,476	0.26%	-183,188	Jun 30, 2026	carried, not yet filed for the newest quarter
46	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	795,537	0.25%	+118,742	Jun 30, 2026	carried, not yet filed for the newest quarter
47	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	795,028	0.25%	-69,764	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	87,201	0.03%	+26,461	Jun 30, 2026	AQR Funds, not summed
47.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	26,839	0.01%	—	Mar 31, 2026	AQR Funds, not summed
48	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	795,000	0.25%	-187,303	Jun 30, 2026	carried, not yet filed for the newest quarter
49	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	777,268	0.24%	+43,225	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Carillon Chartwell Small Cap Fund Fund S000058964 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	186,484	0.06%	0	Jun 30, 2026	Carillon Series Trust, not summed
49.2	Carillon Chartwell Small Cap Growth Fund Fund S000075963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	133,744	0.04%	+11,684	Jun 30, 2026	Carillon Series Trust, not summed
50	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	774,055	0.24%	-945,899	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1723128 CUSIP 03168L105 13F (30d) 54 filings 50 filers Visit website Investor relations