ATEN · A10 Networks, Inc. · Shareholders & Ownership

$24.89 +0.26 (+1.06%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.78B

72.61M

Volume · Oct 21 116.55K Avg daily vol (3M) 1.25M

Every disclosed holder of ATEN 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 ATEN

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)	311	76,841,089	105.83%	Yes
Insiders (Forms 3, 4, 5)	11	1,656,655	2.28%	Yes
13D/G-only blocks	1	4,809,261	6.62%	Yes
Remaining	—	10,697,984	-14.73%	Negative
Registered funds (N-PORT, not summed)	308	40,065,585	55.18%	No

Shares outstanding: 72,609,021, 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 ATEN

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	13,568,496	18.69%	+480,219	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	4,338,307	5.97%	+47,807	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,890,888	2.60%	+135,710	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Cybersecurity and Tech ETF Fund S000065015 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,040,838	1.43%	+308,007	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	669,300	0.92%	+169,032	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	426,583	0.59%	+19,669	Jun 30, 2026	iShares Trust, not summed
2	First Trust Portfolios L.P. 13G CIK 1184765 · Unknown · Jun 30, 2026 Rule 13d-1(b), qualified institution	4,809,261	6.62%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,462,058	4.77%	+74,210	Jun 30, 2026	carried, not yet filed for the newest quarter
4	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,244,739	4.47%	+1,524,922	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	187,912	0.26%	-14,121	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
4.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	93,398	0.13%	-26,713	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
4.3	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	62,422	0.09%	—	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
4.4	First Trust SMID Capital Strength ETF Fund S000058147 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	21,241	0.03%	-13,024	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
4.5	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	17,022	0.02%	-1,800	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,082,631	4.25%	-7,554	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	662,305	0.91%	+17,013	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	264,164	0.36%	+15,190	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	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	131,060	0.18%	+4,007	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	99,338	0.14%	-45,463	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	92,604	0.13%	-47,924	Jun 30, 2026	SPDR SERIES 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	3,071,071	4.23%	-49,944	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Penserra Capital Management LLC 13F CIK 1593324 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,068,045	4.23%	-526,067	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Amplify Cybersecurity ETF Fund S000082278 · Registered fund · Jun 30, 2026 Amplify ETF Trust, not summed	2,655,851	3.66%	-515,123	Jun 30, 2026	Amplify ETF Trust, not summed
9	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,416,808	3.33%	+243,547	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,172,774	2.99%	-74,408	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,959,853	2.70%	-114,658	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,817,275	2.50%	+6,408	May 31, 2026	VANGUARD WORLD FUND, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,813,638	2.50%	+96,232	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,784,946	2.46%	+598,203	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	146,433	0.20%	—	May 31, 2026	Goldman Sachs Trust, not summed
14.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	67,606	0.09%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
14.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	37,476	0.05%	-8,436	May 31, 2026	Goldman Sachs ETF Trust, not summed
14.4	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	12,707	0.02%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
14.5	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	10,724	0.01%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
15	First Trust Nasdaq Cybersecurity ETF Fund S000050385 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund II, not summed	1,748,067	2.41%	+475,456	Jun 30, 2026	First Trust Exchange-Traded Fund II, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,599,129	2.20%	-36,818	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	319,888	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	258,635	0.36%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	240,304	0.33%	+6,739	Jul 31, 2026	Dimensional ETF Trust, not summed
16.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	153,509	0.21%	-1,368	Jul 31, 2026	Dimensional ETF Trust, not summed
16.5	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	93,268	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,520,287	2.09%	-264,700	Jun 30, 2026	carried, not yet filed for the newest quarter
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,437,650	1.98%	-59,494	Jun 30, 2026	carried, not yet filed for the newest quarter
19	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,433,878	1.97%	+1,405,772	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	851,585	1.17%	-98,415	Jul 31, 2026	Fidelity Securities Fund, not summed
19.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	792,095	1.09%	+81,675	Jul 31, 2026	Fidelity Salem Street Trust, not summed
19.3	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	409,468	0.56%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
19.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	369,835	0.51%	-16,739	May 31, 2026	Fidelity Concord Street Trust, not summed
19.5	Fidelity MSCI Information Technology Index ETF Fund S000042577 · Registered fund · Jul 31, 2026 FIDELITY COVINGTON TRUST, not summed	225,525	0.31%	+2,667	Jul 31, 2026	FIDELITY COVINGTON TRUST, not summed
20	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,426,608	1.96%	-129,568	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,243,053	1.71%	+880,381	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	270,078	0.37%	—	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
21.2	Invesco S&P SmallCap Information Technology ETF Fund S000028301 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	144,247	0.20%	+19,533	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
21.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	84,880	0.12%	-10,489	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
21.4	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	40,171	0.06%	+1,337	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
21.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	15,456	0.02%	-4,202	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
22	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 13F CIK 1238990 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,188,747	1.64%	-271,163	Jun 30, 2026	carried, not yet filed for the newest quarter
23	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,124,963	1.55%	-195,026	Jun 30, 2026	carried, not yet filed for the newest quarter
24	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,048,320	1.44%	+163,113	Jun 30, 2026	carried, not yet filed for the newest quarter
25	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	962,382	1.33%	-912,120	Jun 30, 2026	carried, not yet filed for the newest quarter
26	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	908,083	1.25%	+94,996	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	2,871	0.00%	—	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
26.2	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	386	0.00%	—	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
26.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	22	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
27	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	896,517	1.23%	+896,517	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	605,167	0.83%	—	Jun 30, 2026	IVY FUNDS, not summed
27.2	Nomura VIP Small Cap Growth Series Fund S000006233 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	118,204	0.16%	—	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
28	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	894,398	1.23%	-178,440	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	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	603,567	0.83%	-137,000	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
28.2	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	23,172	0.03%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
28.3	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	13,346	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
28.4	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	11,059	0.02%	+2,293	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
29	Trivedi Dhrupad Insider CIK 1570462 · May 15, 2026 Director, Chief Executive Officer, issuer-wide	887,847	1.22%	+96,311	May 15, 2026	Director, Chief Executive Officer, issuer-wide
30	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	884,023	1.22%	+884,023	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	478,445	0.66%	—	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	823,193	1.13%	+26,942	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	802,469	1.11%	-13,321	Jun 30, 2026	carried, not yet filed for the newest quarter
33	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	791,921	1.09%	—	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	761,676	1.05%	+17,708	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	343,888	0.47%	-2,019	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	175,996	0.24%	+18,004	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	45,829	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	44,314	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	756,476	1.04%	+52,072	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	36,408	0.05%	+2,504	Jun 30, 2026	Northern Funds, not summed
35.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,491	0.01%	-261	Jun 30, 2026	Northern Funds, not summed
36	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	736,554	1.01%	+346,499	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Boston Trust Walden Small Cap Fund Fund S000009927 · Registered fund · Jun 30, 2026 Boston Trust Walden Funds, not summed	673,476	0.93%	-165,265	Jun 30, 2026	Boston Trust Walden Funds, not summed
38	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	659,883	0.91%	-756	Jun 30, 2026	carried, not yet filed for the newest quarter
39	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	597,646	0.82%	-219,784	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	280,509	0.39%	-137,623	Jun 30, 2026	ROYCE FUND, not summed
40	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	573,164	0.79%	+183,452	Jun 30, 2026	carried, not yet filed for the newest quarter
41	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	552,000	0.76%	+47,700	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Oberweis Micro-Cap Fund Fund S000010231 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	532,600	0.73%	+48,500	Jun 30, 2026	OBERWEIS FUNDS, not summed
42	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	547,577	0.75%	+284,190	Jun 30, 2026	carried, not yet filed for the newest quarter
43	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	535,558	0.74%	+119,444	Sep 30, 2026
43.1	Wasatch Micro Cap Fund Fund S000000885 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	198,030	0.27%	—	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
43.2	Wasatch Micro Cap Value Fund Fund S000000886 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	120,589	0.17%	—	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	511,169	0.70%	+16,736	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	463,003	0.64%	-73,458	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	461,387	0.64%	+254,717	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Aptus Capital Advisors, LLC 13F CIK 1664193 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	457,762	0.63%	+2,760	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Opus Small Cap Value ETF Fund S000062252 · Registered fund · Jul 31, 2026 ETF Series Solutions, not summed	483,938	0.67%	+27,638	Jul 31, 2026	ETF Series Solutions, not summed
48	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	456,820	0.63%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
49	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	455,769	0.63%	+455,769	Jun 30, 2026	carried, not yet filed for the newest quarter
50	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	446,423	0.61%	+10,144	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	93,369	0.13%	+6,608	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
50.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	53,047	0.07%	-3,152	Jul 31, 2026	Principal Funds, Inc, not summed
50.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	6,295	0.01%	+2,409	Jul 31, 2026	Principal Funds, Inc, not summed

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Key facts CIK 1580808 CUSIP 002121101 13F (30d) 29 filings 28 filers Visit website Investor relations