AZZ · Azz Inc · Shareholders & Ownership

$132.36 -1.03 (-0.77%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.96B

29.92M

Volume · Oct 23 197.68K Avg daily vol (3M) 248.8K

Every disclosed holder of AZZ 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 AZZ

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)	362	28,356,826	94.77%	Yes
Insiders (Forms 3, 4, 5)	15	519,957	1.74%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,045,996	3.50%	Rest
Registered funds (N-PORT, not summed)	375	17,171,241	57.39%	No

Shares outstanding: 29,922,779, 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 AZZ

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	4,642,862	15.52%	+217,168	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	1,800,168	6.02%	+7,395	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	773,738	2.59%	+46,902	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	278,287	0.93%	+35,544	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	268,511	0.90%	+10,921	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	55,576	0.19%	+6,977	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	1,828,636	6.11%	-101,323	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,781,775	5.95%	-19,886	Jun 30, 2026	carried, not yet filed for the newest quarter
4	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,450,299	4.85%	-153,051	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,450,299	4.85%	-342,418	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	330,787	1.11%	-13,125	Jul 31, 2026	Fidelity Securities Fund, not summed
4.3	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	329,213	1.10%	+35,800	Jul 31, 2026	Fidelity Salem Street Trust, not summed
4.4	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	215,800	0.72%	-29,700	Jul 31, 2026	Fidelity Capital Trust, not summed
4.5	Fidelity Advisor Small Cap Fund Fund S000005115 · Registered fund · May 31, 2026 Fidelity Advisor Series I, not summed	172,000	0.57%	-8,400	May 31, 2026	Fidelity Advisor Series I, not summed
5	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,385,963	4.63%	-171,981	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,385,963	4.63%	-386,330	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,375,758	4.60%	-64,092	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,300,917	4.35%	-38,234	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,195,870	4.00%	+63,565	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	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	273,538	0.91%	+3,330	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	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	171,248	0.57%	+13,797	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	10,493	0.04%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.4	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	9,110	0.03%	-439	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
8.5	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	6,260	0.02%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	935,620	3.13%	+602,673	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	377,764	1.26%	—	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
9.2	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	253,880	0.85%	+51,533	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
9.3	Invesco Dorsey Wright Industrials Momentum ETF Fund S000013105 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	39,152	0.13%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
9.4	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	28,950	0.10%	-4,934	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
9.5	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	20,315	0.07%	+709	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	924,752	3.09%	-140,005	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	131,230	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	128,258	0.43%	-19,765	Jul 31, 2026	Dimensional ETF Trust, not summed
10.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	99,897	0.33%	+648	Jul 31, 2026	Dimensional ETF Trust, not summed
10.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	79,096	0.26%	+251	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	66,496	0.22%	+9,136	Jul 31, 2026	Dimensional ETF Trust, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	905,102	3.02%	-47,768	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	775,035	2.59%	+42,607	Jun 30, 2026	carried, not yet filed for the newest quarter
13	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	677,255	2.26%	+293,524	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	423,870	1.42%	-58,398	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
13.2	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	311,883	1.04%	+109,300	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
13.3	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	228,403	0.76%	-30,921	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
13.4	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	184,040	0.62%	-7,801	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
13.5	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	38,140	0.13%	+12,851	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	654,143	2.19%	-34,246	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	584,482	1.95%	-66,214	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	18	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
16	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	503,855	1.68%	+13,746	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	423,805	1.42%	-11,753	Sep 30, 2026
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	414,271	1.38%	-24,096	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	381,012	1.27%	+20,022	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,240	0.05%	+1,511	Jun 30, 2026	Northern Funds, not summed
19.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,732	0.01%	-78	Jun 30, 2026	Northern Funds, not summed
19.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,422	0.00%	-426	Jul 31, 2026	FlexShares Trust, not summed
20	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	367,602	1.23%	-90,293	Jun 30, 2026	carried, not yet filed for the newest quarter
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	366,042	1.22%	-342	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	143,502	0.48%	-2,095	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	73,209	0.24%	+8,157	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	55,576	0.19%	-7,456	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	18,062	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	18,030	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	342,441	1.14%	+9,636	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	338,991	1.13%	-24,380	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Harvey Partners, LLC 13F CIK 1406484 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	323,137	1.08%	-28,363	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Federated Hermes Kaufmann Small Cap Fund Fund S000009730 · Registered fund · Jul 31, 2026 Federated Hermes Equity Funds, not summed	295,800	0.99%	+10,000	Jul 31, 2026	Federated Hermes Equity Funds, not summed
26	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	285,800	0.96%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
27	SEB Asset Management AB 13F CIK 2127509 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	272,499	0.91%	-89,504	Jun 30, 2026	carried, not yet filed for the newest quarter
28	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	269,267	0.90%	-112,095	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	SBH SMALL CAP VALUE FUND Fund S000065432 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	48,829	0.16%	-11,014	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
29	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	268,830	0.90%	+19,011	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	44,568	0.15%	-3,275	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
29.2	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	23,414	0.08%	-5,680	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
29.3	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	49	0.00%	-1	Jun 30, 2026	Columbia ETF Trust I, not summed
30	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	258,907	0.87%	+258,907	Jun 30, 2026	carried, not yet filed for the newest quarter
31	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	248,110	0.83%	—	Jun 30, 2026	Capitol Series Trust, not summed
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	231,010	0.77%	+9,123	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,142	0.00%	+26	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	230,463	0.77%	-6,606	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	11,310	0.04%	+350	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
34	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	222,294	0.74%	+7,088	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	213,234	0.71%	+5,155	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	209,644	0.70%	-76,216	Jun 30, 2026	carried, not yet filed for the newest quarter
37	FERGUSON THOMAS E Insider CIK 1208749 · Jun 30, 2026 Director, President and CEO, issuer-wide	201,827	0.67%	+305	Jun 30, 2026	Director, President and CEO, issuer-wide
38	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	194,532	0.65%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
39	KING LUTHER CAPITAL MANAGEMENT CORP 13F CIK 310051 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	182,816	0.61%	-599	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	173,714	0.58%	-23,250	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Allspring Common Stock Fund Fund S000007339 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	43,590	0.15%	-14,057	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
40.2	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	20,733	0.07%	-6,593	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
40.3	Allspring Special Global Small Cap Fund Fund S000029113 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	13,940	0.05%	-479	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
41	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	169,683	0.57%	+124,264	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
42	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	169,296	0.57%	+2,003	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	22,945	0.08%	+1,652	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
42.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	22,015	0.07%	-1,453	Jul 31, 2026	Principal Funds, Inc, not summed
42.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,601	0.01%	+727	Jul 31, 2026	Principal Funds, Inc, not summed
43	GABELLI FUNDS LLC 13F CIK 1081407 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	167,270	0.56%	+32	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	The Gabelli Small Cap Growth Fund Fund S000001062 · Registered fund · Jun 30, 2026 Gabelli Equity Series Funds Inc, not summed	50,000	0.17%	0	Jun 30, 2026	Gabelli Equity Series Funds Inc, not summed
43.2	The Gabelli Utilities Fund Fund S000001075 · Registered fund · Jun 30, 2026 Gabelli Utilities Fund, not summed	37,800	0.13%	0	Jun 30, 2026	Gabelli Utilities Fund, not summed
43.3	The Gabelli Asset Fund Fund S000001087 · Registered fund · Jun 30, 2026 Gabelli Asset Fund, not summed	3,500	0.01%	0	Jun 30, 2026	Gabelli Asset Fund, not summed
43.4	Gabelli Love Our Planet & People ETF Fund S000069043 · Registered fund · Jun 30, 2026 Gabelli ETFs Trust, not summed	2,625	0.01%	+32	Jun 30, 2026	Gabelli ETFs Trust, not summed
44	Calvert Small Cap Fund Fund S000008714 · Registered fund · Jun 30, 2026 Calvert Impact Fund, Inc., not summed	166,295	0.56%	-76,293	Jun 30, 2026	Calvert Impact Fund, Inc., not summed
45	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	158,310	0.53%	+158,310	Jun 30, 2026	carried, not yet filed for the newest quarter
46	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	155,785	0.52%	-70,869	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Aberdeen Group plc 13F CIK 1716774 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	155,273	0.52%	-28,237	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	abrdn U.S. Small Cap Equity Fund Fund S000020297 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	58,259	0.19%	-8,673	Jul 31, 2026	abrdn Funds, not summed
47.2	abrdn Focused U.S. Small Cap Active ETF Fund S000088604 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	1,782	0.01%	-192	Jul 31, 2026	abrdn Funds, not summed
48	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	152,570	0.51%	+5,395	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
49	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	142,970	0.48%	+24,728	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,066	0.04%	+429	May 31, 2026	Goldman Sachs ETF Trust, not summed
49.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	9,713	0.03%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
49.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	2,079	0.01%	+135	Jul 31, 2026	Goldman Sachs Trust II, not summed
49.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,266	0.00%	-588	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
50	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	140,899	0.47%	-382,274	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 8947 CUSIP 002474104 13F (30d) 60 filings 60 filers Visit website Investor relations