ARLO · Arlo Technologies, Inc. · Shareholders & Ownership

$13.05 +0.67 (+5.41%) At close · Oct 27 Q2 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.40B

107.61M

Volume · Oct 27 2.61M Avg daily vol (3M) 1.48M

Every disclosed holder of ARLO 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 ARLO

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)	264	108,564,886	100.88%	Yes
Insiders (Forms 3, 4, 5)	9	3,068,132	2.85%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,019,714	-3.74%	Negative
Registered funds (N-PORT, not summed)	259	51,852,164	48.18%	No

Shares outstanding: 107,613,304, 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 ARLO

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	17,506,791	16.27%	+462,415	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	6,544,866	6.08%	+184,372	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,802,458	2.60%	+331,246	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	1,002,072	0.93%	+173,782	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	980,307	0.91%	+68,506	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	363,636	0.34%	+109,163	Jun 30, 2026	iShares Trust, not summed
2	BRANDES INVESTMENT PARTNERS, LP 13F CIK 1015079 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,753,652	9.99%	+534,798	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Brandes Small Cap Value Fund Fund S000084888 · Registered fund · Jun 30, 2026 Datum One Series Trust, not summed	1,501,672	1.40%	+278,449	Jun 30, 2026	Datum One Series Trust, not summed
2.2	Brandes U.S. Small-Mid Cap Value ETF Fund S000081643 · Registered fund · Jun 30, 2026 2023 ETF Series Trust, not summed	101,503	0.09%	+285	Jun 30, 2026	2023 ETF Series Trust, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,829,891	5.42%	+402,346	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,894,701	4.55%	+576,780	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	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	1,005,262	0.93%	+48,754	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	664,122	0.62%	+175,009	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	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	627,925	0.58%	+68,790	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	35,617	0.03%	-100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.5	State Street(R) SPDR(R) S&P Kensho Intelligent Structures ETF Fund S000059700 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	17,772	0.02%	+498	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	4,865,838	4.52%	-1,050,097	Sep 30, 2026
5.1	WASATCH ADVISORS LP 13G CIK 814133 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,865,838	4.52%	-639,629	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	1,723,479	1.60%	+64,807	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
5.3	Wasatch Micro Cap Fund Fund S000000885 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	815,710	0.76%	+177,342	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
5.4	Wasatch Micro Cap Value Fund Fund S000000886 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	468,921	0.44%	+33,169	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,617,160	4.29%	+165,952	Jun 30, 2026	carried, not yet filed for the newest quarter
7	RICE HALL JAMES & ASSOCIATES, LLC 13F CIK 1230765 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,732,962	3.47%	+73,074	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,255,747	3.03%	+94,700	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,736,321	2.54%	+258,110	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	2,599,528	2.42%	+9,120	May 31, 2026	VANGUARD WORLD FUND, not summed
11	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,563,579	2.38%	+948,010	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Janus Henderson Venture Fund Fund S000010488 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	2,076,732	1.93%	+782,554	Jun 30, 2026	Janus Investment Fund, not summed
13	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,049,849	1.90%	+431	Jun 30, 2026	carried, not yet filed for the newest quarter
14	EMERALD ADVISERS, LLC 13F CIK 1015083 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,021,645	1.88%	+2,716	Jun 30, 2026	carried, not yet filed for the newest quarter
15	NEEDHAM INVESTMENT MANAGEMENT LLC 13F CIK 1167212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,995,000	1.85%	+235,000	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Needham Aggressive Growth Fund Fund S000003815 · Registered fund · Jun 30, 2026 Needham Funds Inc, not summed	1,690,000	1.57%	+65,000	Jun 30, 2026	Needham Funds Inc, not summed
15.2	Needham Small Cap Growth Fund Fund S000003816 · Registered fund · Jun 30, 2026 Needham Funds Inc, not summed	305,000	0.28%	+175,000	Jun 30, 2026	Needham Funds Inc, not summed
16	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,942,330	1.80%	-376,183	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	1,330,426	1.24%	-455,254	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
17	Swedbank AB 13F CIK 946431 · Unknown · Sep 30, 2026	1,529,000	1.42%	-53,175	Sep 30, 2026
18	AWM Investment Company, Inc. 13F CIK 1535264 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,466,009	1.36%	+200,900	Jun 30, 2026	carried, not yet filed for the newest quarter
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,465,849	1.36%	+174,302	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	54,972	0.05%	+8,713	Jun 30, 2026	Northern Funds, not summed
19.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,268	0.01%	-349	Jun 30, 2026	Northern Funds, not summed
19.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,754	0.00%	+136	Jul 31, 2026	FlexShares Trust, not summed
20	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,369,047	1.27%	-111,496	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	719,527	0.67%	-106,133	Jun 30, 2026	College Retirement Equities Fund, not summed
20.2	Nuveen Small Cap Value Opportunities Fund Fund S000000606 · Registered fund · Jun 30, 2026 Nuveen Investment Trust, not summed	345,021	0.32%	+48,341	Jun 30, 2026	Nuveen Investment Trust, not summed
20.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	143,465	0.13%	+21,834	Jul 31, 2026	TIAA-CREF Funds, not summed
20.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	60,763	0.06%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
20.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	2,522	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
21	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,344,074	1.25%	+261,970	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	483,001	0.45%	+65,250	Jun 30, 2026	ROYCE FUND, not summed
21.2	Royce Micro-Cap Fund Fund S000009506 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	114,726	0.11%	0	Jun 30, 2026	ROYCE FUND, not summed
21.3	Royce Capital Fund - Micro-Cap Portfolio Fund S000009496 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	38,221	0.04%	0	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,342,604	1.25%	+112,867	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	707	0.00%	+668	Jul 31, 2026	E Trade Trust, not summed
23	EMERALD MUTUAL FUND ADVISERS TRUST 13F CIK 1352895 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,270,713	1.18%	+14,424	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Emerald Growth Fund Fund S000036390 · Registered fund · Apr 30, 2026 FINANCIAL INVESTORS TRUST, not summed	727,843	0.68%	0	Apr 30, 2026	FINANCIAL INVESTORS TRUST, not summed
23.2	Emerald Insights Fund Fund S000046191 · Registered fund · Jul 31, 2025 FINANCIAL INVESTORS TRUST, not summed	11,434	0.01%	-3,480	Jul 31, 2025	FINANCIAL INVESTORS TRUST, not summed
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,255,836	1.17%	+71,616	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	Hosking Partners LLP 13F CIK 1650135 · Registered investment adviser · Sep 30, 2026	1,208,788	1.12%	+22,349	Sep 30, 2026
26	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,194,040	1.11%	-566,592	Jun 30, 2026	carried, not yet filed for the newest quarter
27	MCRAE MATTHEW BLAKE Insider CIK 1654733 · Mar 12, 2026 Director, CEO, issuer-wide	1,168,866	1.09%	+135,391	Mar 12, 2026	Director, CEO, issuer-wide
28	HERALD INVESTMENT MANAGEMENT Ltd 13F CIK 1512022 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,134,325	1.05%	-242,675	Jun 30, 2026	carried, not yet filed for the newest quarter
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,130,982	1.05%	+98,362	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	519,641	0.48%	+14,221	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	263,712	0.25%	+40,021	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.3	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	97,498	0.09%	-11,059	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	66,584	0.06%	+886	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	66,377	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,093,300	1.02%	+111,000	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Oberweis Micro-Cap Fund Fund S000010231 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	1,055,200	0.98%	+112,400	Jun 30, 2026	OBERWEIS FUNDS, not summed
31	Granahan Investment Management, LLC 13F CIK 1026710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,025,050	0.95%	-144,440	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	881,207	0.82%	-176,162	Jun 30, 2026	carried, not yet filed for the newest quarter
33	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	855,768	0.80%	+41,444	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	127,467	0.12%	+30,255	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
33.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	11,656	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
33.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	5,912	0.01%	-373	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
34	Granite Investment Partners, LLC 13F CIK 1542266 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	826,906	0.77%	+175,989	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	770,640	0.72%	+38,157	Jun 30, 2026	carried, not yet filed for the newest quarter
36	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	752,200	0.70%	+659,700	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	818,645	0.76%	+634,788	Jul 31, 2026	First Eagle Funds, not summed
37	Emerald Growth Fund Fund S000093696 · Registered fund · Jul 31, 2026 RBB Fund, Inc., not summed	727,843	0.68%	—	Jul 31, 2026	RBB Fund, Inc., not summed
38	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	697,893	0.65%	-1,103,025	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	666,914	0.62%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	650,454	0.60%	+44,898	Jun 30, 2026	carried, not yet filed for the newest quarter
41	S SQUARED TECHNOLOGY, LLC 13F CIK 1322924 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	644,767	0.60%	+185,000	Jun 30, 2026	carried, not yet filed for the newest quarter
42	LOS ANGELES CAPITAL MANAGEMENT LLC 13F CIK 1177206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	629,968	0.59%	+471,693	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	602,067	0.56%	+84,992	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	586,749	0.55%	+106,284	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Invesco S&P SmallCap Information Technology ETF Fund S000028301 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	214,057	0.20%	+29,764	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
44.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	72,392	0.07%	-5,918	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
44.3	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	61,090	0.06%	+2,057	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
44.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	42,010	0.04%	-2,183	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
44.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	18,218	0.02%	+899	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
45	Busse Brian Insider CIK 1746751 · Mar 12, 2026 GENERAL COUNSEL, issuer-wide	583,364	0.54%	+24,475	Mar 12, 2026	GENERAL COUNSEL, issuer-wide
46	ClearBridge Small Cap Fund Fund S000036165 · Registered fund · Jul 31, 2026 Legg Mason Global Asset Management Trust, not summed	573,140	0.53%	+80,800	Jul 31, 2026	Legg Mason Global Asset Management Trust, not summed
47	National Philanthropic Trust 13F CIK 1785342 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	563,293	0.52%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	533,799	0.50%	+27,296	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,185,868	1.10%	+181,641	Jul 31, 2026	Fidelity Salem Street Trust, not summed
48.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	531,337	0.49%	-18,096	Aug 31, 2026	Fidelity Concord Street Trust, not summed
48.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	467,432	0.43%	+59,086	Jun 30, 2026	Fidelity Covington Trust, not summed
48.4	Fidelity MSCI Information Technology Index ETF Fund S000042577 · Registered fund · Jul 31, 2026 FIDELITY COVINGTON TRUST, not summed	341,737	0.32%	+23,666	Jul 31, 2026	FIDELITY COVINGTON TRUST, not summed
48.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	207,754	0.19%	+10,139	Aug 31, 2026	Fidelity Concord Street Trust, not summed
49	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	530,918	0.49%	+13,011	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	487,382	0.45%	+3,075	Jul 31, 2026	Principal Funds, Inc, not summed
49.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	80,021	0.07%	-3,291	Jul 31, 2026	Principal Funds, Inc, not summed
50	Hillsdale Investment Management Inc. 13F CIK 1368465 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	525,882	0.49%	+190,300	Jun 30, 2026	carried, not yet filed for the newest quarter

34 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 1736946 CUSIP 04206A101 13F (30d) 51 filings 50 filers Visit website Investor relations