APPF · Appfolio Inc · Shareholders & Ownership

$204.94 +3.50 (+1.73%) Q3 2026 earnings call transcript

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$7.14B

35.46M

Volume · Oct 28 244.29K Avg daily vol (3M) 376.61K

Every disclosed holder of APPF 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 APPF

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)	408	23,559,347	66.45%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	4	13,580,551	38.30%	Yes
Remaining	—	1,684,122	-4.75%	Negative
Registered funds (N-PORT, not summed)	351	10,569,601	29.81%	No

Shares outstanding: 35,455,776, 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.

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 APPF

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,645,927	7.46%	+98,829	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	821,511	2.32%	+15,824	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	144,290	0.41%	-3,500	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	134,793	0.38%	-12,597	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	122,717	0.35%	+14,691	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	94,778	0.27%	+10,179	Jun 30, 2026	iShares Trust, not summed
2	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,605,135	4.53%	+99,253	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	PRINCIPAL GLOBAL INVESTORS, LLC 13G CIK 769734 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,549,609	4.37%	+362,411	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,133,927	3.20%	-42,122	Jul 31, 2026	Principal Funds, Inc, not summed
2.3	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	24,365	0.07%	+4,378	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
2.4	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	9,187	0.03%	-123	Jul 31, 2026	Principal Funds, Inc, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,490,058	4.20%	+4,685	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Ashe Capital Management, LP 13F CIK 1632715 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,047,915	2.96%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,041,438	2.94%	-6,507	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	766,131	2.16%	+44,474	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	121,615	0.34%	+2,636	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	37,162	0.10%	+100	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	17,449	0.05%	+959	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	7,824	0.02%	+120	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.5	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	4,275	0.01%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	723,941	2.04%	-11,617	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	721,826	2.04%	+78,595	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	77,046	0.22%	+10,800	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
8.2	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	76,000	0.21%	+9,650	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
9	LONDON CO OF VIRGINIA 13F CIK 1259887 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	703,151	1.98%	+703,151	Jun 30, 2026	carried, not yet filed for the newest quarter
10	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	700,358	1.98%	+186,917	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	212,088	0.60%	+11,300	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
10.2	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	47,464	0.13%	-27,381	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
10.3	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	41,369	0.12%	+15,973	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
10.4	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	38,458	0.11%	+15,494	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
10.5	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	31,183	0.09%	-367	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
11	Nellore Capital Management LLC 13F CIK 1846677 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	654,865	1.85%	+18,563	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Touchstone Funds Group Trust-Touchstone Mid Cap Fund Fund S000005842 · Registered fund · Jun 30, 2026 Touchstone Funds Group Trust, not summed	634,544	1.79%	—	Jun 30, 2026	Touchstone Funds Group Trust, not summed
13	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	581,826	1.64%	+274,536	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	21	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
14	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	547,238	1.54%	+1,905	May 31, 2026	VANGUARD WORLD FUND, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	523,988	1.48%	-8,988	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	509,837	1.44%	+3,548	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Schauser Klaus Insider CIK 1643445 · Nov 17, 2025 10% Owner, issuer-wide, not summed	505,000	1.42%	+505,000	Nov 17, 2025	10% Owner, issuer-wide, not summed
17.1	Klaus Schauser 13G CIK 1643445 · Unknown · Sep 30, 2025 Rule 13d-1(d), exempt investor	2,869,585	8.09%	-905,000	Sep 30, 2025	Rule 13d-1(d), exempt investor
18	Lead Edge Capital Management, LLC 13F CIK 1802797 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	399,656	1.13%	+189,396	Jun 30, 2026	carried, not yet filed for the newest quarter
19	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	394,158	1.11%	+392,652	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	210,601	0.59%	—	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
20	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	351,847	0.99%	-102,616	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Keenan Capital, LLC 13F CIK 1647363 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	334,557	0.94%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	334,088	0.94%	+228,367	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	215,190	0.61%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.2	Invesco S&P MidCap 400 GARP ETF Fund S000060794 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	58,685	0.17%	+4,218	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.3	Invesco S&P Midcap 400 Pure Growth ETF Fund S000060795 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	10,797	0.03%	-544	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.4	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	6,890	0.02%	+962	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.5	Invesco S&P Midcap 400 QVM Multi-Factor ETF Fund S000072319 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	2,859	0.01%	-107	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
23	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	321,989	0.91%	+25,362	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	75,244	0.21%	+551	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	69,894	0.20%	+9,384	Jul 31, 2026	Dimensional ETF Trust, not summed
23.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	32,075	0.09%	+1,189	Jul 31, 2026	Dimensional ETF Trust, not summed
23.4	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	26,952	0.08%	+2,710	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	13,797	0.04%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24	DF DENT & CO INC 13F CIK 934999 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	318,951	0.90%	-1,561	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	DF DENT MIDCAP GROWTH FUND Fund S000033130 · Registered fund · Jun 30, 2026 FORUM FUNDS, not summed	49,349	0.14%	-11,440	Jun 30, 2026	FORUM FUNDS, not summed
24.2	DF DENT SMALL CAP GROWTH FUND Fund S000037552 · Registered fund · Jun 30, 2026 FORUM FUNDS, not summed	19,769	0.06%	-364	Jun 30, 2026	FORUM FUNDS, not summed
25	LONG WALK MANAGEMENT LP 13F CIK 1869470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	304,875	0.86%	+100,375	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	301,797	0.85%	+3,861	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	297,074	0.84%	-48,529	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Caledonia (Private) Investments Pty Ltd 13F CIK 1352924 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	290,462	0.82%	-37,815	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	275,525	0.78%	+4,153	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	Greenstone Partners & Co., LLC 13F CIK 1845565 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	273,617	0.77%	+120	Jun 30, 2026	carried, not yet filed for the newest quarter
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	269,597	0.76%	+3,452	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,617	0.04%	+279	Jun 30, 2026	Northern Funds, not summed
31.2	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,184	0.01%	+637	Jul 31, 2026	FlexShares Trust, not summed
31.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,106	0.00%	-190	Jul 31, 2026	FlexShares Trust, not summed
32	DUCA MAURICE J Insider CIK 938333 · Aug 21, 2026 10% Owner, issuer-wide, not summed	256,856	0.72%	+21,149	Aug 21, 2026	10% Owner, issuer-wide, not summed
32.1	Maurice J Duca 13D CIK 938333 · Unknown · Aug 11, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands	6,410,682	18.08%	-315,568	Aug 11, 2026
33	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	251,067	0.71%	+122,639	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Fidelity Growth Strategies Fund Fund S000007118 · Registered fund · Aug 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	181,508	0.51%	+132,700	Aug 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
33.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	117,853	0.33%	-8,174	Aug 31, 2026	Fidelity Concord Street Trust, not summed
33.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	86,455	0.24%	+5,023	Jul 31, 2026	Fidelity Salem Street Trust, not summed
33.4	Fidelity MSCI Information Technology Index ETF Fund S000042577 · Registered fund · Jul 31, 2026 FIDELITY COVINGTON TRUST, not summed	65,861	0.19%	+1,716	Jul 31, 2026	FIDELITY COVINGTON TRUST, not summed
33.5	Fidelity OTC Portfolio Fund S000007191 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	50,126	0.14%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
34	GILDER GAGNON HOWE & CO LLC 13F CIK 902464 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	250,264	0.71%	-15,066	Jun 30, 2026	carried, not yet filed for the newest quarter
35	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	238,166	0.67%	+162,056	Jun 30, 2026	carried, not yet filed for the newest quarter
36	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	234,100	0.66%	-150,429	Jun 30, 2026	carried, not yet filed for the newest quarter
37	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	224,904	0.63%	+224,904	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Wolf Alexander Insider CIK 1907431 · Feb 14, 2025 Director, issuer-wide, not summed	221,084	0.62%	+13,500	Feb 14, 2025	Director, issuer-wide, not summed
39	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	185,840	0.52%	-41,440	Jun 30, 2026	carried, not yet filed for the newest quarter
40	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	184,872	0.52%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
40.1	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	26,188	0.07%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
40.2	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	1,714	0.00%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
41	JONES FINANCIAL COMPANIES LLLP 13F CIK 815917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	176,922	0.50%	+143,917	Jun 30, 2026	carried, not yet filed for the newest quarter
42	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	172,167	0.49%	+137,982	Jun 30, 2026	carried, not yet filed for the newest quarter
43	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	165,025	0.47%	+383	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	114,382	0.32%	-2,823	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43.2	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	14,981	0.04%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	14,687	0.04%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
43.4	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	7,789	0.02%	0	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
43.5	Schwab U.S. Mid-Cap Index Fund Fund S000059733 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	4,570	0.01%	+384	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	154,922	0.44%	+1,440	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Virtus KAR Small-Cap Growth Fund Fund S000021170 · Registered fund · Jun 30, 2026 Virtus Equity Trust, not summed	148,141	0.42%	-64,488	Jun 30, 2026	Virtus Equity Trust, not summed
46	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	146,702	0.41%	-13,022	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	911	0.00%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
47	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	141,316	0.40%	+45,200	Jun 30, 2026	carried, not yet filed for the newest quarter
48	PGIM Jennison Small Company Fund Fund S000004629 · Registered fund · Jun 30, 2026 Prudential Jennison Small Co Fund, Inc., not summed	139,810	0.39%	+99,409	Jun 30, 2026	Prudential Jennison Small Co Fund, Inc., not summed
49	Caisse de depot et placement du Quebec 13F CIK 898286 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	137,947	0.39%	-14,640	Jun 30, 2026	carried, not yet filed for the newest quarter
50	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	137,692	0.39%	+37,555	Jun 30, 2026	carried, not yet filed for the newest quarter

67 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 1433195 CUSIP 03783C100 13F (30d) 106 filings 99 filers Visit website Investor relations