AWR · American States Water Co · Shareholders & Ownership

$85.05 +2.91 (+3.54%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.36B

39.64M

Volume · Oct 22 255.45K Avg daily vol (3M) 239.11K

Every disclosed holder of AWR 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 AWR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	410	33,103,086	83.52%	Yes
Insiders (Forms 3, 4, 5)	18	402,589	1.02%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	6,129,951	15.47%	Rest
Registered funds (N-PORT, not summed)	319	18,003,000	45.42%	No

Shares outstanding: 39,635,626, the issuer's latest cover-page count restated onto today's split basis.

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 AWR

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	7,294,548	18.40%	+432,694	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	2,361,442	5.96%	+37,120	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,027,345	2.59%	+84,408	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	260,680	0.66%	+54,008	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	228,897	0.58%	+12,085	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	118,112	0.30%	-14,241	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,524,229	8.89%	+417,828	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,556,028	8.97%	+422,272	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,243,634	5.66%	+178,777	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	386,775	0.98%	+14,635	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	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	357,745	0.90%	+7,600	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	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	146,767	0.37%	+13,991	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	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	72,792	0.18%	+2,249	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	17,361	0.04%	-2,181	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	NEUBERGER BERMAN GROUP LLC 13G CIK 1465109 · Holding company · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,942,134	4.90%	-467,204	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.1	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,557,960	6.45%	+30,068	Jun 30, 2026	carried, not yet filed for the newest quarter
4.2	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	1,455,606	3.67%	0	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
4.3	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	48,141	0.12%	+426	May 31, 2026	Neuberger Berman ETF Trust, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,789,593	4.52%	+33,314	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,242,699	3.14%	+12,062	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,001,087	2.53%	+66,722	Jun 30, 2026	carried, not yet filed for the newest quarter
8	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	919,629	2.32%	+446,092	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,922	0.01%	—	Jun 30, 2026	AQR Funds, not summed
9	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	904,551	2.28%	-397,780	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	30	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	898,665	2.27%	-1,486	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	778,435	1.96%	-57,657	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	403,589	1.02%	-57,260	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
11.2	First Trust Water ETF Fund S000017178 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	322,527	0.81%	-5,653	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
11.3	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	42,481	0.11%	+11,597	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
11.4	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	10,558	0.03%	+1,403	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
11.5	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	3,848	0.01%	+969	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
12	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	749,299	1.89%	+8,220	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	171,522	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	128,423	0.32%	+2,658	Jul 31, 2026	Dimensional ETF Trust, not summed
12.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	127,635	0.32%	+632	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	45,674	0.12%	+58	Jul 31, 2026	Dimensional ETF Trust, not summed
12.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	42,984	0.11%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	619,310	1.56%	-19,554	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Invesco S&P Global Water Index ETF Fund S000060819 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	277,570	0.70%	-52,281	Jul 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13.2	Invesco Water Resources ETF Fund S000003048 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	134,771	0.34%	-60,454	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	36,444	0.09%	-1,103	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.4	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	30,412	0.08%	-6,522	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	10,027	0.03%	+283	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
14	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	569,377	1.44%	-4,467	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	482,466	1.22%	+41,030	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	20,197	0.05%	+2,424	Jun 30, 2026	Northern Funds, not summed
15.2	FlexShares STOXX Global Broad Infrastructure Index Fund Fund S000042071 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	17,499	0.04%	+4,507	Jul 31, 2026	FlexShares Trust, not summed
15.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,170	0.01%	-148	Jun 30, 2026	Northern Funds, not summed
15.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,944	0.00%	+96	Jul 31, 2026	FlexShares Trust, not summed
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	478,996	1.21%	+16,940	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	185,546	0.47%	-2,696	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	97,042	0.24%	+12,170	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	68,053	0.17%	-3,875	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	24,081	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	22,355	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	470,985	1.19%	-3,065	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	449,460	1.13%	+19,104	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	342,941	0.87%	+13,713	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,506	0.00%	+82	Jul 31, 2026	BNY Mellon ETF Trust, not summed
20	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	287,237	0.72%	+195,084	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	275,392	0.69%	+13,334	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	269,474	0.68%	+7,398	May 31, 2026	VANGUARD WORLD FUND, not summed
23	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	268,766	0.68%	+147,437	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	90,250	0.23%	+55,810	Jul 31, 2026	TIAA-CREF Funds, not summed
23.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	67,170	0.17%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
23.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	51,116	0.13%	+5,177	Jul 31, 2026	TIAA-CREF Funds, not summed
23.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	33,442	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
23.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	1,881	0.00%	+1,160	Jun 30, 2026	TIAA-CREF Life Funds, not summed
24	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	257,020	0.65%	+9,389	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	252,207	0.64%	+8,767	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	174,765	0.44%	+7,796	Jun 30, 2026	Victory Portfolios II, not summed
25.2	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	53,328	0.13%	-1,839	Jun 30, 2026	Victory Portfolios II, not summed
25.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	4,484	0.01%	+51	Jul 31, 2026	Victory Portfolios III, not summed
25.4	VictoryShares Hedged Equity Income ETF Fund S000085473 · Registered fund · Dec 31, 2025 Victory Portfolios II, not summed	481	0.00%	+22	Dec 31, 2025	Victory Portfolios II, not summed
26	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	247,989	0.63%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
27	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	243,183	0.61%	+89,415	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
28	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	238,467	0.60%	+2,462	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	37,112	0.09%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
28.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	5,059	0.01%	+67	May 31, 2026	Goldman Sachs ETF Trust, not summed
28.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	4,340	0.01%	-6,064	Jul 31, 2026	Goldman Sachs Trust, not summed
28.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,994	0.01%	+616	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
29	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	228,364	0.58%	+853	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	221,795	0.56%	+4,291	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
31	SPROWLS ROBERT J Insider CIK 1297166 · Mar 13, 2026 President & CEO, issuer-wide	219,071	0.55%	+16,351	Mar 13, 2026	President & CEO, issuer-wide
32	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	198,762	0.50%	+7,019	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
33	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	190,996	0.48%	+2,100	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	28,876	0.07%	-1,555	Jul 31, 2026	Principal Funds, Inc, not summed
33.2	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,437	0.01%	+870	Jul 31, 2026	Principal Funds, Inc, not summed
33.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	761	0.00%	+328	Jul 31, 2026	Principal Funds, Inc, not summed
34	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	186,116	0.47%	+83,136	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD STRATEGIC SMALL-CAP EQUITY FUND Fund S000012432 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	182,719	0.46%	+149,065	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
36	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	181,346	0.46%	-5,285	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	9,358	0.02%	+320	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
37	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	178,394	0.45%	+119,751	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Perpetual Ltd 13F CIK 1647273 · Investment adviser · Sep 30, 2026	162,797	0.41%	+2,444	Sep 30, 2026
39	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	155,890	0.39%	+5,325	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
40	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	155,842	0.39%	+3,167	Jun 30, 2026	carried, not yet filed for the newest quarter
41	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	151,438	0.38%	+32,081	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Zurcher Kantonalbank (Zurich Cantonalbank) 13F CIK 1368163 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	148,270	0.37%	-29,891	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Neuberger Berman Genesis Portfolio Fund S000006535 · Registered fund · Jun 30, 2026 Brighthouse Funds Trust II, not summed	143,780	0.36%	+3,932	Jun 30, 2026	Brighthouse Funds Trust II, not summed
44	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	134,687	0.34%	-3,775	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	133,995	0.34%	+1,086	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
46	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	126,404	0.32%	-80,379	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Leith Wheeler Investment Counsel Ltd. 13F CIK 1353651 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	125,110	0.32%	-1,115	Jun 30, 2026	carried, not yet filed for the newest quarter
48	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	124,803	0.31%	-17,008	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	123,004	0.31%	+28,606	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
50	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	111,732	0.28%	+7,152	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 1056903 CUSIP 029899101 13F (30d) 55 filings 55 filers Visit website Investor relations