AVNT · Avient Corp · Shareholders & Ownership

$42.43 +1.15 (+2.79%) At close · Oct 27 Q2 2026 earnings call transcript

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.89B

91.72M

Volume · Oct 27 657.64K Avg daily vol (3M) 809.49K

Every disclosed holder of AVNT 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 AVNT

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)	356	96,286,368	104.98%	Yes
Insiders (Forms 3, 4, 5)	22	880,949	0.96%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	5,447,767	-5.94%	Negative
Registered funds (N-PORT, not summed)	394	52,834,518	57.60%	No

Shares outstanding: 91,719,550, 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 AVNT

One row per holder Every filing By ultimate parent

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

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,823,646	12.89%	+731,439	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	3,135,506	3.42%	+103,962	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,398,120	2.61%	+150,392	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	877,384	0.96%	+89,191	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	459,413	0.50%	-5,906	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	171,535	0.19%	+22,284	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,689,026	6.20%	+186,413	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,261,081	5.74%	+287,194	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,249,529	1.36%	+104,655	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	632,756	0.69%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	532,108	0.58%	+73,991	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	530,269	0.58%	+172	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	407,056	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,124,750	4.50%	+8,737	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,846,793	4.19%	+284,775	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	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	464,202	0.51%	+16,472	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	139,891	0.15%	-1,894	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	81,396	0.09%	-1,791	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
5.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	31,846	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	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	16,472	0.02%	+240	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,488,949	3.80%	+819,989	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	778,953	0.85%	+67,969	Jun 30, 2026	AB TRUST, not summed
6.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	233,774	0.25%	+53,642	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
6.3	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	157,041	0.17%	+4,389	Jun 30, 2026	AB CAP FUND, INC., not summed
6.4	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	78,010	0.09%	0	Jun 30, 2026	Bernstein Fund Inc, not summed
6.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	7,857	0.01%	+2,087	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
7	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,012,847	3.28%	+78,938	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	2,908,810	3.17%	-24,498	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	2,505,846	2.73%	+145,197	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Channing Capital Management, LLC 13F CIK 1302404 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,384,612	2.60%	+345,535	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	CHANNING INTRINSIC VALUE SMALL-CAP FUND Fund S000071821 · Registered fund · Jul 31, 2026 Valued Advisers Trust, not summed	6,953	0.01%	+612	Jul 31, 2026	Valued Advisers Trust, not summed
11	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,274,188	2.48%	-707,622	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	1,606,275	1.75%	-492,400	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,105,265	2.30%	-7,376	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,977,792	2.16%	+144,811	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,707,541	1.86%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
13.2	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	82,549	0.09%	+416	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.3	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	43,528	0.05%	-4,380	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	37,436	0.04%	+1,926	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.5	Invesco S&P Midcap 400 QVM Multi-Factor ETF Fund S000072319 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	13,229	0.01%	+1,397	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
14	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,864,693	2.03%	+453,439	Jun 30, 2026	carried, not yet filed for the newest quarter
15	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,743,817	1.90%	+74,428	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,023,166	1.12%	+112,416	Jul 31, 2026	Fidelity Salem Street Trust, not summed
15.2	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	977,468	1.07%	-37,500	Jul 31, 2026	Fidelity Securities Fund, not summed
15.3	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	569,233	0.62%	+24,797	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
15.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	450,699	0.49%	-23,838	Aug 31, 2026	Fidelity Concord Street Trust, not summed
15.5	Fidelity Advisor Stock Selector Mid Cap Fund Fund S000005114 · Registered fund · Aug 31, 2026 Fidelity Advisor Series I, not summed	239,300	0.26%	0	Aug 31, 2026	Fidelity Advisor Series I, not summed
16	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,637,970	1.79%	-162,816	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · Aug 31, 2026 MFS Series Trust X, not summed	708,389	0.77%	+26,011	Aug 31, 2026	MFS Series Trust X, not summed
16.2	MFS New Discovery Value Fund Fund S000032712 · Registered fund · Aug 31, 2026 MFS SERIES TRUST XIII, not summed	516,989	0.56%	-25,835	Aug 31, 2026	MFS SERIES TRUST XIII, not summed
16.3	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · Aug 31, 2026 MFS SERIES TRUST X, not summed	83,362	0.09%	-27,974	Aug 31, 2026	MFS SERIES TRUST X, not summed
16.4	MFS Blended Research Small Cap Equity Portfolio Fund S000008071 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	22,058	0.02%	-10,185	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
16.5	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	9,409	0.01%	-1,854	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
17	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,549,939	1.69%	-19,529	Jun 30, 2026	carried, not yet filed for the newest quarter
18	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,462,798	1.59%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
19	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,437,971	1.57%	-145,178	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	218,230	0.24%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
19.2	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	65,401	0.07%	-2,117	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
19.3	Columbia Global Opportunities Fund Fund S000031367 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	3,190	0.00%	-530	Jul 31, 2026	Columbia Funds Series Trust II, not summed
19.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	134	0.00%	+15	Jun 30, 2026	Columbia ETF Trust I, not summed
20	Ophir Asset Management Pty Ltd 13F CIK 1844640 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,349,760	1.47%	+1,349,760	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,332,341	1.45%	-13,003	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,299,448	1.42%	-17,844	Jun 30, 2026	carried, not yet filed for the newest quarter
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,288,329	1.40%	-63,962	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	437,328	0.48%	-3,344	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	412,699	0.45%	-6,472	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	226,890	0.25%	+25,404	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	107,488	0.12%	-4,130	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	54,495	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,242,788	1.36%	+11,351	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Small Cap Core Fund Fund S000043450 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	847,660	0.92%	-51,343	Jul 31, 2026	John Hancock Investment Trust, not summed
24.2	John Hancock Multifactor Small Cap ETF Fund S000059464 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	26,183	0.03%	-2,430	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
25	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,235,049	1.35%	+110,907	Jun 30, 2026	carried, not yet filed for the newest quarter
26	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,227,019	1.34%	-3,048,290	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	1,153,066	1.26%	-921,552	Jul 31, 2026	Franklin Value Investors Trust, not summed
26.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	215,949	0.24%	-641,768	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
26.3	Franklin Small Cap Enhanced ETF Fund S000097279 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	32,994	0.04%	-4,035	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
26.4	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	5,890	0.01%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
26.5	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	4,038	0.00%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
27	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,218,215	1.33%	+69,591	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	59,758	0.07%	+2,076	Jun 30, 2026	Northern Funds, not summed
27.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	47,505	0.05%	+4,558	Jun 30, 2026	Northern Funds, not summed
27.3	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	31,580	0.03%	+15,486	Jun 30, 2026	Northern Funds, not summed
27.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	17,978	0.02%	+884	Jul 31, 2026	FlexShares Trust, not summed
27.5	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,105	0.01%	-288	Jun 30, 2026	Northern Funds, not summed
28	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	1,196,334	1.30%	+113,014	Sep 30, 2026
29	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,167,224	1.27%	+20,446	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	530,495	0.58%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
29.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	123,522	0.13%	+13,199	Jul 31, 2026	TIAA-CREF Funds, not summed
29.3	Nuveen Small Cap Select Fund Fund S000005569 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	117,212	0.13%	-15,176	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
29.4	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	107,880	0.12%	-58,100	Jul 31, 2026	TIAA-CREF Funds, not summed
29.5	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	88,176	0.10%	-7,092	Jul 31, 2026	NuShares ETF Trust, not summed
30	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,141,711	1.24%	-68,500	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	754,759	0.82%	-40,500	May 29, 2026	Delaware Group Equity Funds V, not summed
30.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	387,700	0.42%	-9,600	Jun 30, 2026	Delaware VIP Trust, not summed
31	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,090,547	1.19%	+453,876	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	204,605	0.22%	+109,551	Jul 31, 2026	Goldman Sachs Trust, not summed
31.2	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	155,829	0.17%	-23,613	Aug 31, 2026	Goldman Sachs Trust, not summed
31.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	74,333	0.08%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
31.4	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	40,330	0.04%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
31.5	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	29,147	0.03%	+5,259	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
32	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,052,075	1.15%	+30,713	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,014,912	1.11%	+27,278	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	217,201	0.24%	+40,561	Jun 30, 2026	Victory Portfolios II, not summed
33.2	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	200,300	0.22%	-7,750	Jun 30, 2026	Victory Portfolios, not summed
33.3	Victory RS Small Cap Growth Fund Fund S000053581 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	101,060	0.11%	+3,850	Jun 30, 2026	Victory Portfolios, not summed
33.4	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	54,962	0.06%	-1,970	Jun 30, 2026	Victory Portfolios II, not summed
33.5	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	39,000	0.04%	+5,150	Jul 31, 2026	Victory Portfolios III, not summed
34	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,013,705	1.11%	-53,123	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,002,115	1.09%	-7,451	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,107	0.00%	-134	Jul 31, 2026	BNY Mellon ETF Trust, not summed
36	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	936,044	1.02%	+18,773	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	44,091	0.05%	+39	Jun 30, 2026	AQR Funds, not summed
36.2	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	16,412	0.02%	—	Jun 30, 2026	AQR Funds, not summed
36.3	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	11,074	0.01%	+3,528	Jun 30, 2026	AQR Funds, not summed
36.4	AQR MS Fusion HV Fund Fund S000093174 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,802	0.00%	0	Jun 30, 2026	AQR Funds, not summed
37	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	928,368	1.01%	+242,925	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	56	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
38	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	887,798	0.97%	+8,870	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	ProShares S&P MidCap 400 Dividend Aristocrats ETF Fund S000047884 · Registered fund · May 31, 2026 ProShares Trust, not summed	691,919	0.75%	-3,842	May 31, 2026	ProShares Trust, not summed
38.2	ProShares Russell 2000 Dividend Growers ETF Fund S000047885 · Registered fund · May 31, 2026 ProShares Trust, not summed	170,690	0.19%	-23,747	May 31, 2026	ProShares Trust, not summed
38.3	ProShares Russell 2000 High Income ETF Fund S000087688 · Registered fund · May 31, 2026 ProShares Trust, not summed	4,329	0.00%	+344	May 31, 2026	ProShares Trust, not summed
38.4	ProShares UltraPro Russell2000 Fund S000024921 · Registered fund · May 31, 2026 ProShares Trust, not summed	3,426	0.00%	-2,251	May 31, 2026	ProShares Trust, not summed
38.5	ProShares Ultra Russell2000 Fund S000014248 · Registered fund · May 31, 2026 ProShares Trust, not summed	3,385	0.00%	-2,307	May 31, 2026	ProShares Trust, not summed
39	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	846,958	0.92%	+46,917	Jun 30, 2026	carried, not yet filed for the newest quarter
40	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	825,663	0.90%	+594,206	Jun 30, 2026	carried, not yet filed for the newest quarter
41	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	818,061	0.89%	-82,771	Jun 30, 2026	carried, not yet filed for the newest quarter
42	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	810,870	0.88%	+44,400	Jun 30, 2026	Capitol Series Trust, not summed
43	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	790,485	0.86%	-16,060	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Harbor Small Cap Growth Fund Fund S000000686 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	763,231	0.83%	+41,600	Jul 31, 2026	HARBOR FUNDS, not summed
45	PGIM Jennison Small Company Fund Fund S000004629 · Registered fund · Jun 30, 2026 Prudential Jennison Small Co Fund, Inc., not summed	755,602	0.82%	+141,705	Jun 30, 2026	Prudential Jennison Small Co Fund, Inc., not summed
46	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	707,534	0.77%	-362,514	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Lord Abbett Value Opportunities Fund Fund S000007144 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	437,964	0.48%	-5,470	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
46.2	Small-Cap Value Series Fund S000007001 · Registered fund · May 31, 2026 LORD ABBETT RESEARCH FUND INC, not summed	174,789	0.19%	-1,463	May 31, 2026	LORD ABBETT RESEARCH FUND INC, not summed
46.3	Lord Abbett Focused Small Cap Value Fund Fund S000007143 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	52,882	0.06%	0	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
47	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	705,626	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
48	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	700,000	0.76%	-78,000	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	BARON SMALL CAP FUND Fund S000000584 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	700,000	0.76%	-78,000	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
49	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	678,446	0.74%	+333,455	Jun 30, 2026	carried, not yet filed for the newest quarter
50	LUMINUS MANAGEMENT LLC 13F CIK 1279151 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	667,378	0.73%	+247,454	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 1122976 CUSIP 05368V106 13F (30d) 71 filings 66 filers Visit website Investor relations