BANC · Banc Of California, Inc. · Shareholders & Ownership

$18.23 -0.36 (-1.94%) At close · Oct 30 Q3 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.88B

157.95M

Volume · Oct 30 3.28M Avg daily vol (3M) 2.46M

Every disclosed holder of BANC 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 BANC

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

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	311	156,238,849	98.92%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	2	10,794,001	6.83%	Yes
Remaining	—	9,082,321	-5.75%	Negative
Registered funds (N-PORT, not summed)	333	77,923,926	49.33%	No

Shares outstanding: 157,950,529, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 BANC

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	22,626,138	14.32%	+2,004,722	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	8,190,753	5.19%	+132,037	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,579,559	2.27%	+298,604	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	1,207,146	0.76%	+110,873	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,176,716	0.75%	-133,758	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · Aug 31, 2026 BlackRock Funds, not summed	397,341	0.25%	+189,222	Aug 31, 2026	BlackRock Funds, not summed
2	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	15,976,667	10.12%	+2,307,241	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.1	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,003,213	8.23%	-35,051	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,592,437	6.07%	+518,549	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	3,048,980	1.93%	+42,255	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	1,256,235	0.80%	+43,526	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	713,593	0.45%	+10,551	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	702,469	0.44%	-57,098	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	52,151	0.03%	+2,900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,893,063	4.36%	+428,616	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,357,367	0.86%	+257,486	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	881,001	0.56%	+249,689	Jul 31, 2026	Dimensional ETF Trust, not summed
4.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	795,412	0.50%	+137,432	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	723,050	0.46%	+38,277	Jul 31, 2026	Dimensional ETF Trust, not summed
4.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	647,055	0.41%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,434,007	4.07%	+1,634,063	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,344,209	4.02%	+148,086	Jun 30, 2026	carried, not yet filed for the newest quarter
7	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,121,876	3.88%	+3,645,579	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,963,067	3.14%	+691,368	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	1,648,370	1.04%	+165,569	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
8.2	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	916,254	0.58%	+135,740	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
8.3	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	257,664	0.16%	+56,847	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8.4	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	186,374	0.12%	-14,792	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8.5	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	139,514	0.09%	+47,438	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,631,406	2.93%	+83,029	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,428,331	2.80%	+987,647	Jun 30, 2026	carried, not yet filed for the newest quarter
11	FJ Capital Management LLC 13G CIK 1599170 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(c), passive investor	3,903,757	2.47%	+1,043,104	Dec 31, 2023	Rule 13d-1(c), passive investor
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,735,558	2.37%	+62,353	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,034,918	1.92%	+440,132	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	316,671	0.20%	-156,073	Aug 31, 2026	Goldman Sachs Trust, not summed
13.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	40,527	0.03%	+8,231	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
13.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	6,909	0.00%	-2,581	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
14	LASHLEY RICHARD J Insider CIK 1204241 · Sep 17, 2025 Director, issuer-wide, not summed	3,034,752	1.92%	0	Sep 17, 2025	Director, issuer-wide, not summed
15	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	3,030,765	1.92%	-325,559	Aug 31, 2026	American Century ETF Trust, not summed
16	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,975,692	1.88%	+166,224	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Neuberger Intrinsic Value Fund Fund S000028676 · Registered fund · Aug 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	740,575	0.47%	0	Aug 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
17	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,957,956	1.87%	+1,737,305	Jun 30, 2026	carried, not yet filed for the newest quarter
18	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,818,633	1.78%	+488,472	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	1,125,040	0.71%	+213,990	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
18.2	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	581,550	0.37%	+14,650	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
18.3	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	196,162	0.12%	-4,236	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
18.4	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	185,310	0.12%	+2,750	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
18.5	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	132,381	0.08%	-3,215	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
19	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,698,474	1.71%	-4,582,756	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	MILLENNIUM MANAGEMENT LLC 13G CIK 1273087 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(c), passive investor, not summed	2,948,474	1.87%	-4,805,885	Jun 30, 2026	Rule 13d-1(c), passive investor, not summed
20	WARBURG PINCUS LLC Insider CIK 1162870 · Feb 13, 2026 Director, 10% Owner, issuer-wide, not summed	2,640,244	1.67%	0	Feb 13, 2026	Director, 10% Owner, issuer-wide, not summed
20.1	WARBURG PINCUS LLC 13D CIK 1162870 · Registered investment adviser · Feb 2, 2026 Item 4 purpose: Other	6,890,244	4.36%	-8,702,530	Feb 2, 2026
21	PL Capital Advisors, LLC 13F CIK 1569147 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,449,219	1.55%	-500,000	Jun 30, 2026	carried, not yet filed for the newest quarter
22	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,300,242	1.46%	+1,468,652	Jun 30, 2026	carried, not yet filed for the newest quarter
23	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,940,174	1.23%	-249,253	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	119	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
24	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,748,253	1.11%	+908,166	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
25	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,688,832	1.07%	+696,223	Jun 30, 2026	carried, not yet filed for the newest quarter
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,673,095	1.06%	+230,045	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	78,076	0.05%	+14,429	Jun 30, 2026	Northern Funds, not summed
26.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	25,122	0.02%	+14,618	Jul 31, 2026	FlexShares Trust, not summed
26.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,023	0.01%	-457	Jun 30, 2026	Northern Funds, not summed
27	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,672,223	1.06%	+1,285,546	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	417,097	0.26%	+31,115	Jul 31, 2026	Old Westbury Funds Inc, not summed
27.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	4,729	0.00%	—	Jul 31, 2026	Old Westbury Funds Inc, not summed
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,565,585	0.99%	+69,754	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,552,528	0.98%	+958,313	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	705,060	0.45%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
29.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	420,900	0.27%	+265,500	Jul 31, 2026	TIAA-CREF Funds, not summed
29.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	205,187	0.13%	+46,968	Jul 31, 2026	TIAA-CREF Funds, not summed
29.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	103,610	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
29.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	1,824	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
30	Hodges Capital Management Inc. 13F CIK 1337263 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,345,846	0.85%	-116,456	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Hodges Fund Fund S000081358 · Registered fund · Jun 30, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	300,000	0.19%	0	Jun 30, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
30.2	Hodges Small Cap Fund Fund S000081359 · Registered fund · Jun 30, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	300,000	0.19%	0	Jun 30, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
30.3	Hodges Small Intrinsic Value Fund Fund S000081360 · Registered fund · Jun 30, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	99,040	0.06%	-33,700	Jun 30, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
31	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,291,403	0.82%	+65,486	Jun 30, 2026	carried, not yet filed for the newest quarter
32	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,262,648	0.80%	-1,623	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	653,815	0.41%	+5,915	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	375,140	0.24%	+77,477	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	83,000	0.05%	+3,693	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	78,188	0.05%	+886	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,249,192	0.79%	-334,285	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	584,180	0.37%	-9,388	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
34	Penn Capital Management Company, LLC 13F CIK 1158202 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,199,061	0.76%	-13,949	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,183,260	0.75%	-14,277	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	1,096,631	0.69%	-130,924	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,077,784	0.68%	+70,885	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	5,692	0.00%	+423	Jul 31, 2026	BNY Mellon ETF Trust, not summed
38	Longaeva Partners L.P. 13F CIK 2054122 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,058,731	0.67%	+772,935	Jun 30, 2026	carried, not yet filed for the newest quarter
39	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,004,842	0.64%	+428,147	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,684,698	1.07%	+342,694	Jul 31, 2026	Fidelity Salem Street Trust, not summed
39.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	944,332	0.60%	+443,400	Jun 30, 2026	Fidelity Covington Trust, not summed
39.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	678,307	0.43%	+2,075	Aug 31, 2026	Fidelity Concord Street Trust, not summed
39.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	256,796	0.16%	-203	Aug 31, 2026	Fidelity Concord Street Trust, not summed
39.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	212,538	0.13%	+8,755	Aug 31, 2026	Fidelity Concord Street Trust, not summed
40	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	989,663	0.63%	+28,364	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	287,500	0.18%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	924,723	0.59%	+46,996	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	883,932	0.56%	+186,705	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
43	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	872,895	0.55%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
44	VANGUARD STRATEGIC SMALL-CAP EQUITY FUND Fund S000012432 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	865,758	0.55%	+171,880	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
45	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	825,810	0.52%	+297,480	Jun 30, 2026	carried, not yet filed for the newest quarter
46	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	821,111	0.52%	+698,908	Jun 30, 2026	carried, not yet filed for the newest quarter
47	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	815,928	0.52%	-886,349	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	814,928	0.52%	+200,168	Jun 30, 2026	carried, not yet filed for the newest quarter
49	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	803,923	0.51%	+15,800	Jun 30, 2026	carried, not yet filed for the newest quarter
50	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	714,626	0.45%	+575,580	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1169770 CUSIP 05990K106 13F (30d) 84 filings 67 filers Visit website Investor relations