ATRC · AtriCure, Inc. · Shareholders & Ownership

$58.09 +0.42 (+0.73%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.94B

50.87M

Volume · Oct 21 118.01K Avg daily vol (3M) 1.07M

Every disclosed holder of ATRC 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 ATRC

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)	257	52,117,559	102.46%	Yes
Insiders (Forms 3, 4, 5)	16	2,021,709	3.97%	Yes
13D/G-only blocks	1	2,289,369	4.50%	Yes
Remaining	—	5,562,343	-10.94%	Negative
Registered funds (N-PORT, not summed)	253	21,174,221	41.63%	No

Shares outstanding: 50,866,294, 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 ATRC

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. 13G CIK 2012383 · Holding company · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,837,484	15.41%	+3,974,647	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,474,548	8.80%	+431,867	Jun 30, 2026	carried, not yet filed for the newest quarter
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,296,745	2.55%	+115,189	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	460,871	0.91%	+65,743	Jun 30, 2026	iShares Trust, not summed
1.4	iShares U.S. Medical Devices ETF Fund S000009419 · Registered fund · Jun 30, 2026 iShares Trust, not summed	237,143	0.47%	+23,346	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	93,336	0.18%	+13,165	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,495,603	6.87%	+113,048	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	3,127,195	6.15%	+424,563	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,905,299	5.71%	-212,246	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	1,527,073	3.00%	-110,776	Jun 30, 2026	Manager Directed Portfolios, not summed
4.2	Hood River New Opportunities Fund Fund S000086255 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	181,394	0.36%	0	Jun 30, 2026	Manager Directed Portfolios, not summed
5	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,768,365	5.44%	-490,507	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	ALLIANCEBERNSTEIN L.P. 13G CIK 1109448 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,768,365	5.44%	-625,671	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	AB DISCOVERY GROWTH FUND, INC. Fund S000010117 · Registered fund · Jun 30, 2026 AB DISCOVERY GROWTH FUND, INC., not summed	737,624	1.45%	-13,951	Jun 30, 2026	AB DISCOVERY GROWTH FUND, INC., not summed
5.3	AB Small Cap Growth Portfolio Fund S000010309 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	281,103	0.55%	-530,264	Jun 30, 2026	AB CAP FUND, INC., not summed
5.4	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	115,782	0.23%	+15,112	Jun 30, 2026	Bernstein Fund Inc, not summed
5.5	AB Small Cap Growth Portfolio Fund S000010435 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	14,504	0.03%	-1,317	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
6	MACQUARIE GROUP LTD 13G CIK 1418333 · Unknown · Sep 30, 2025 Rule 13d-1(b), qualified institution	2,289,369	4.50%	-213,836	Sep 30, 2025	Rule 13d-1(b), qualified institution
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,190,413	4.31%	+34,649	Jun 30, 2026	carried, not yet filed for the newest quarter
8	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,734,279	3.41%	-70,648	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	1,219,526	2.40%	-262,397	May 29, 2026	Delaware Group Equity Funds V, not summed
9	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,597,988	3.14%	-69,178	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	121,870	0.24%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
9.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	59,926	0.12%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
9.3	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	46,818	0.09%	-45,064	Jul 31, 2026	Goldman Sachs Trust, not summed
9.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	46,322	0.09%	+6,155	May 31, 2026	Goldman Sachs ETF Trust, not summed
9.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	33,162	0.07%	+681	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,519,312	2.99%	+5,233	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,389,989	2.73%	+87,827	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF Fund S000012330 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	90,319	0.18%	+11,558	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.2	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	57,700	0.11%	+4,900	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
11.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	17,300	0.03%	+600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11.4	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	9,136	0.02%	+758	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.5	State Street Small-Cap Equity V.I.S. Fund Fund S000001636 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	2,505	0.00%	+210	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
12	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,333,904	2.62%	-133,620	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,319,687	2.59%	+93,571	Jun 30, 2026	carried, not yet filed for the newest quarter
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,296,209	2.55%	+1,018,527	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,102,113	2.17%	+10,704	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,044,034	2.05%	+46,275	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	220,013	0.43%	+14,653	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	167,398	0.33%	+2,948	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	125,887	0.25%	-39,345	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	118,857	0.23%	+8,112	Jul 31, 2026	Dimensional ETF Trust, not summed
16.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	55,730	0.11%	-4,543	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	949,516	1.87%	-13,899	Jun 30, 2026	carried, not yet filed for the newest quarter
18	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	947,982	1.86%	-102,300	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	244,152	0.48%	-187	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
18.2	Neuberger Small Cap Growth Fund Fund S000007839 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	93,441	0.18%	-4,389	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
19	Champlain Investment Partners, LLC 13F CIK 1315478 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	938,567	1.85%	-32,544	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Champlain Small Company Fund Fund S000005803 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	383,000	0.75%	-82,000	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
20	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	897,419	1.76%	-163,387	Jun 30, 2026	carried, not yet filed for the newest quarter
21	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	874,370	1.72%	+105,809	Jun 30, 2026	carried, not yet filed for the newest quarter
22	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	857,787	1.69%	+23,632	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Kennedy Capital ESG SMID Cap Fund Fund S000063803 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	29,621	0.06%	0	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
22.2	Kennedy Capital Small Cap Growth Fund Fund S000076117 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	245	0.00%	+89	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
23	Divisadero Street Capital Management, LP 13F CIK 1901865 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	800,931	1.57%	-359,024	Jun 30, 2026	carried, not yet filed for the newest quarter
24	CARREL MICHAEL H Insider CIK 1230584 · Jul 30, 2026 Director, President, CEO, & Director, issuer-wide	775,434	1.52%	—	Jul 30, 2026	Director, President, CEO, & Director, issuer-wide
25	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	632,851	1.24%	+22,752	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	604,380	1.19%	+604,380	Jun 30, 2026	carried, not yet filed for the newest quarter
27	DAFNA Capital Management LLC 13F CIK 1389933 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	597,431	1.17%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Grandeur Peak Global Advisors, LLC 13F CIK 1569137 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	587,399	1.15%	+205,497	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	GRANDEUR PEAK GLOBAL OPPORTUNITIES FUND Fund S000080371 · Registered fund · Jul 31, 2026 Grandeur Peak Global Trust, not summed	208,862	0.41%	-27,200	Jul 31, 2026	Grandeur Peak Global Trust, not summed
28.2	GRANDEUR PEAK GLOBAL CONTRARIAN FUND Fund S000080368 · Registered fund · Jul 31, 2026 Grandeur Peak Global Trust, not summed	86,173	0.17%	+6,458	Jul 31, 2026	Grandeur Peak Global Trust, not summed
28.3	GRANDEUR PEAK GLOBAL REACH FUND Fund S000080372 · Registered fund · Jul 31, 2026 Grandeur Peak Global Trust, not summed	20,044	0.04%	+1,684	Jul 31, 2026	Grandeur Peak Global Trust, not summed
28.4	GRANDEUR PEAK GLOBAL STALWARTS FUND Fund S000080373 · Registered fund · Jul 31, 2026 Grandeur Peak Global Trust, not summed	19,859	0.04%	—	Jul 31, 2026	Grandeur Peak Global Trust, not summed
28.5	GRANDEUR PEAK GLOBAL MICROCAP FUND Fund S000080370 · Registered fund · Jul 31, 2026 Grandeur Peak Global Trust, not summed	18,803	0.04%	+2,051	Jul 31, 2026	Grandeur Peak Global Trust, not summed
29	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	580,621	1.14%	-4,732	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	MFS New Discovery Fund Fund S000000765 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	341,866	0.67%	-132,908	May 31, 2026	MFS SERIES TRUST I, not summed
29.2	MFS New Discovery Series Fund S000002680 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	123,165	0.24%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
29.3	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	76,928	0.15%	-2,978	May 31, 2026	MFS SERIES TRUST X, not summed
29.4	MFS Blended Research Small Cap Equity Portfolio Fund S000008071 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	19,381	0.04%	-1,437	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
29.5	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	993	0.00%	-94	Jul 31, 2026	MFS Series Trust XV, not summed
30	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	580,489	1.14%	+24,386	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	First Light Asset Management, LLC 13F CIK 1600004 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	567,838	1.12%	-161,683	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	560,824	1.10%	+106,033	Jun 30, 2026	carried, not yet filed for the newest quarter
33	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	544,123	1.07%	+357,741	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	5,440	0.01%	—	Jun 30, 2026	AQR Funds, not summed
33.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	1,707	0.00%	—	Mar 31, 2026	AQR Funds, not summed
34	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	525,795	1.03%	-225,208	Jun 30, 2026	carried, not yet filed for the newest quarter
35	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	506,357	1.00%	+169,543	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	545,392	1.07%	+66,727	Jul 31, 2026	Fidelity Salem Street Trust, not summed
35.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	461,390	0.91%	+168,280	Jun 30, 2026	Fidelity Covington Trust, not summed
35.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	257,941	0.51%	-6,562	May 31, 2026	Fidelity Concord Street Trust, not summed
35.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	92,334	0.18%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
35.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	75,647	0.15%	+2,463	May 31, 2026	Fidelity Concord Street Trust, not summed
36	OSTERWEIS CAPITAL MANAGEMENT INC 13F CIK 1007524 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	501,355	0.99%	+151,710	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Osterweis Opportunity Fund Fund S000055531 · Registered fund · Jun 30, 2026 Professionally Managed Portfolios, not summed	353,985	0.70%	+89,700	Jun 30, 2026	Professionally Managed Portfolios, not summed
37	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	482,043	0.95%	+32,444	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	25,258	0.05%	+3,250	Jun 30, 2026	Northern Funds, not summed
37.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,623	0.01%	-189	Jun 30, 2026	Northern Funds, not summed
38	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	457,798	0.90%	-261,364	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	52	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
39	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	423,106	0.83%	-6,727	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	237,824	0.47%	-3,706	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	121,353	0.24%	+15,083	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	30,151	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	29,716	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	389,099	0.76%	+161,722	Jun 30, 2026	carried, not yet filed for the newest quarter
41	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	374,362	0.74%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	365,825	0.72%	+29,098	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	227,560	0.45%	-4,500	Jul 31, 2026	TIAA-CREF Funds, not summed
42.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	66,059	0.13%	+6,875	Jul 31, 2026	TIAA-CREF Funds, not summed
42.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	33,412	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
42.4	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	4,728	0.01%	-118	Jun 30, 2026	TIAA-CREF Life Funds, not summed
42.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,229	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
43	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	359,048	0.71%	+16,194	Jun 30, 2026	carried, not yet filed for the newest quarter
44	WCM INVESTMENT MANAGEMENT, LLC 13F CIK 1061186 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	351,081	0.69%	-8,680	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	WCM Small Cap Growth Fund Fund S000066862 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST, not summed	16,810	0.03%	-367	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST, not summed
45	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	335,541	0.66%	-9,847	Jun 30, 2026	carried, not yet filed for the newest quarter
46	EQ/AB Small Cap Growth Portfolio Fund S000009056 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	305,345	0.60%	-3,276	Jun 30, 2026	EQ Advisors Trust, not summed
47	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	299,736	0.59%	+232,665	Jun 30, 2026	carried, not yet filed for the newest quarter
48	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	297,643	0.59%	+35,500	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	262,559	0.52%	-5,876	Jul 31, 2026	First Eagle Funds, not summed
49	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	291,716	0.57%	+115,684	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
50	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	281,310	0.55%	+20,522	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	7,920	0.02%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
50.2	New Covenant Growth Fund Fund S000024941 · Registered fund · Jun 30, 2026 NEW COVENANT FUNDS, not summed	1,029	0.00%	0	Jun 30, 2026	NEW COVENANT FUNDS, not summed

43 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 1323885 CUSIP 04963C209 13F (30d) 32 filings 32 filers Visit website Investor relations