APAM · Artisan Partners Asset Management Inc. · Shareholders & Ownership

$35.55 +0.82 (+2.35%) Q3 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.82B

81.07M

Volume · Oct 29 337.27K Avg daily vol (3M) 1M

Every disclosed holder of APAM 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 APAM

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	387	69,342,630	85.53%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	7,276,763	8.98%	Yes
Remaining	—	4,453,276	5.49%	Rest
Registered funds (N-PORT, not summed)	291	32,073,506	39.56%	No

Shares outstanding: 81,072,669, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 APAM

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	11,198,383	13.81%	+838,250	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	4,277,731	5.28%	+47,600	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,677,667	2.07%	+112,807	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	359,533	0.44%	+78,774	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	343,741	0.42%	+15,024	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	280,771	0.35%	-35,786	Jun 30, 2026	iShares Trust, not summed
2	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,171,453	6.38%	-392,929	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,209,313	5.19%	+78,714	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,062,850	3.78%	+31,219	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	2,948,649	3.64%	+106,554	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	653,166	0.81%	+16,005	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	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	212,770	0.26%	+12,096	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	193,597	0.24%	+10,371	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	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	174,106	0.21%	+5,372	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	21,602	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,812,323	3.47%	+262,921	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,935,288	2.39%	+246,493	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
6.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	336,495	0.42%	-3,210	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
6.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	249,821	0.31%	+17,010	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
6.4	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	156,252	0.19%	+18,762	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
6.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	65,268	0.08%	+3,060	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
7	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F CIK 1021642 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,466,770	3.04%	-121,176	Jun 30, 2026	carried, not yet filed for the newest quarter
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,258,283	2.79%	+181,377	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,138,388	2.64%	+1,969	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,982,177	2.44%	-125,478	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	10	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
11	Channing Capital Management, LLC 13F CIK 1302404 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,856,106	2.29%	-53,763	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	CHANNING INTRINSIC VALUE SMALL-CAP FUND Fund S000071821 · Registered fund · Jul 31, 2026 Valued Advisers Trust, not summed	4,129	0.01%	-1,830	Jul 31, 2026	Valued Advisers Trust, not summed
12	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,742,180	2.15%	+71,800	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	305,435	0.38%	+3,533	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	297,594	0.37%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	234,712	0.29%	+9,537	Jul 31, 2026	Dimensional ETF Trust, not summed
12.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	161,841	0.20%	+15,937	Jul 31, 2026	Dimensional ETF Trust, not summed
12.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	108,996	0.13%	-15,804	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,729,618	2.13%	+297,194	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	278,019	0.34%	+112,730	Jun 30, 2026	Victory Portfolios II, not summed
13.2	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	232,500	0.29%	+31,000	Jun 30, 2026	Victory Portfolios, not summed
13.3	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	104,892	0.13%	+1,480	Jul 31, 2026	Victory Portfolios III, not summed
13.4	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	74,227	0.09%	-2,606	Jun 30, 2026	Victory Portfolios II, not summed
13.5	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	71,519	0.09%	+7,319	Jun 30, 2026	Victory Portfolios, not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,549,302	1.91%	+2,462	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	1,498,094	1.85%	-206,149	Sep 30, 2026
15.1	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	611,902	0.75%	-40,841	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
16	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,275,352	1.57%	-34,779	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	979,803	1.21%	-3,970	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	978,485	1.21%	+5,258	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	391,695	0.48%	+8,561	Jun 30, 2026	ROYCE FUND, not summed
18.2	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	45,735	0.06%	-1,217	Jun 30, 2026	ROYCE FUND, not summed
19	Virtus KAR Small-Cap Core Fund Fund S000021172 · Registered fund · Jun 30, 2026 Virtus Equity Trust, not summed	943,387	1.16%	-78,000	Jun 30, 2026	Virtus Equity Trust, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	872,956	1.08%	+26,250	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	32,660	0.04%	+3,970	Jun 30, 2026	Northern Funds, not summed
20.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	17,222	0.02%	+14,142	Jul 31, 2026	FlexShares Trust, not summed
20.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,486	0.01%	-156	Jun 30, 2026	Northern Funds, not summed
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	816,661	1.01%	+32,782	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	814,071	1.00%	+242,152	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	48,234	0.06%	+7,680	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
22.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	9,808	0.01%	+2,767	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
23	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	773,679	0.95%	+15,663	Jun 30, 2026	carried, not yet filed for the newest quarter
24	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	760,422	0.94%	+198,908	Jun 30, 2026	carried, not yet filed for the newest quarter
25	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	697,380	0.86%	+430,476	Jun 30, 2026	carried, not yet filed for the newest quarter
26	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	640,424	0.79%	+14,872	Jun 30, 2026	carried, not yet filed for the newest quarter
27	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 13F CIK 1238990 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	594,780	0.73%	+43,444	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	591,812	0.73%	+11,284	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Invesco KBW High Dividend Yield Financial ETF Fund S000030361 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	245,811	0.30%	+57,140	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
28.2	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	102,642	0.13%	+3,580	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
28.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	76,359	0.09%	-5,321	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.4	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	49,205	0.06%	+10,342	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
28.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	39,408	0.05%	+4,748	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
29	COXE TENCH Insider CIK 1197647 · Jan 29, 2025 Director, issuer-wide, not summed	544,638	0.67%	+2,837	Jan 29, 2025	Director, issuer-wide, not summed
30	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	513,655	0.63%	+171,182	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	509,349	0.63%	-102,527	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	509,214	0.63%	-549,471	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	485,694	0.60%	+17,323	Jun 30, 2026	carried, not yet filed for the newest quarter
34	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	485,567	0.60%	-12,802	Jun 30, 2026	carried, not yet filed for the newest quarter
35	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	442,125	0.55%	+5,572	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Vaughan Nelson Small Cap Fund Fund S000006661 · Registered fund · Jun 30, 2026 Natixis Funds Trust I, not summed	853,185	1.05%	-16,275	Jun 30, 2026	Natixis Funds Trust I, not summed
36	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	440,467	0.54%	+63,090	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	375,490	0.46%	+95,160	Jul 31, 2026	TIAA-CREF Funds, not summed
36.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	85,712	0.11%	+12,262	Jul 31, 2026	TIAA-CREF Funds, not summed
36.3	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	83,500	0.10%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
36.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	56,201	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
36.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	5,709	0.01%	+938	Jun 30, 2026	TIAA-CREF Life Funds, not summed
37	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	427,839	0.53%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
38	CRAWFORD INVESTMENT COUNSEL INC 13F CIK 837592 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	426,937	0.53%	-102,342	Jun 30, 2026	carried, not yet filed for the newest quarter
39	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	410,210	0.51%	-30,813	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	407,000	0.50%	+10,374	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,181	0.00%	-151	Jul 31, 2026	BNY Mellon ETF Trust, not summed
41	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	386,069	0.48%	-168,290	Jun 30, 2026	carried, not yet filed for the newest quarter
42	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	385,102	0.48%	+30,507	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Capital Group U.S. Small and Mid Cap ETF Fund S000088874 · Registered fund · Aug 31, 2026 Capital Group Equity ETF Trust I, not summed	372,531	0.46%	-31,264	Aug 31, 2026	Capital Group Equity ETF Trust I, not summed
44	Colson Eric R Insider CIK 1568880 · Mar 2, 2026 Director, Executive Chair, 10% Owner, issuer-wide, not summed	368,607	0.45%	+44,410	Mar 2, 2026	Director, Executive Chair, 10% Owner, issuer-wide, not summed
44.1	Eric R. Colson 13D CIK 1568880 · Unknown · Dec 31, 2025 Item 4 purpose: Other	7,276,763	8.98%	-815,650	Dec 31, 2025
45	SPROTT INC. 13F CIK 1512920 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	362,095	0.45%	0	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	345,126	0.43%	+1,957	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	292,279	0.36%	-46,515	Jul 31, 2026	Principal Funds, Inc, not summed
46.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	52,305	0.06%	-3,080	Jul 31, 2026	Principal Funds, Inc, not summed
46.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	3,394	0.00%	+1,227	Jul 31, 2026	Principal Funds, Inc, not summed
47	Federated Hermes MDT Small Cap Core Fund Fund S000012972 · Registered fund · Jul 31, 2026 Federated Hermes MDT Series, not summed	338,276	0.42%	-22,809	Jul 31, 2026	Federated Hermes MDT Series, not summed
48	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	325,748	0.40%	+41,400	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	321,647	0.40%	+11,445	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
50	VOLORIDGE INVESTMENT MANAGEMENT, LLC 13F CIK 1556921 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	320,107	0.39%	-34,982	Jun 30, 2026	carried, not yet filed for the newest quarter

45 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.

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Key facts CIK 1517302 CUSIP 04316A108 13F (30d) 94 filings 91 filers Visit website Investor relations