BFAM · Bright Horizons Family Solutions Inc. · Shareholders & Ownership

$55.47 -0.75 (-1.33%) At close · Nov 5 Play latest call Q3 2026 earnings call transcript

S&P 600 member Russell 1000 member Rebalance outlook locked

Market Cap

$2.66B

47.93M

Volume · Nov 5 1.51M Avg daily vol (3M) 961.9K

Every disclosed holder of BFAM 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 BFAM

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)	400	54,753,638	114.23%	Yes
Insiders (Forms 3, 4, 5)	16	597,213	1.25%	Yes
13D/G-only blocks	2	6,530,287	13.62%	Yes
Remaining	—	13,950,103	-29.10%	Negative
Registered funds (N-PORT, not summed)	320	22,457,105	46.85%	No

Shares outstanding: 47,931,035, 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 BFAM

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	6,381,452	13.31%	+3,420,086	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	3,169,558	6.61%	—	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	312,011	0.65%	—	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	215,179	0.45%	-3,112	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	153,876	0.32%	—	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	117,271	0.24%	+4,589	Jun 30, 2026	iShares Trust, not summed
2	Durable Capital Partners LP 13G CIK 1798849 · Investment adviser · Sep 30, 2024 Rule 13d-1(b), qualified institution, unconfirmed, last confirmed Sep 30, 2024	4,303,241	8.98%	-1,009,366	Sep 30, 2024	Rule 13d-1(b), qualified institution, unconfirmed, last confirmed Sep 30, 2024
3	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,084,745	6.44%	-241,929	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	409,555	0.85%	-17,563	Jun 30, 2026	AQR Funds, not summed
3.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	151,205	0.32%	-2	Jun 30, 2026	AQR Funds, not summed
3.3	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	27,206	0.06%	+2,447	Jun 30, 2026	AQR Funds, not summed
3.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	5,041	0.01%	—	Jun 30, 2026	AQR Funds, not summed
3.5	AQR MS Fusion HV Fund Fund S000093174 · Registered fund · Jun 30, 2026 AQR Funds, not summed	2,316	0.00%	-2,286	Jun 30, 2026	AQR Funds, not summed
4	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,879,905	6.01%	-964,017	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G CIK 1021223 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,879,927	6.01%	-964,108	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,669,590	5.57%	+477,263	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,678,675	5.59%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	ABRAMS BISON INVESTMENTS, LLC 13F CIK 1317588 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,393,249	4.99%	+980,249	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Abrams Bison Investments, L.L.C. 13G CIK 1317587 · Unknown · Sep 10, 2026 Rule 13d-1(c), passive investor, not summed	2,728,000	5.69%	—	Sep 10, 2026	Rule 13d-1(c), passive investor, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,385,503	4.98%	-109,628	Jun 30, 2026	carried, not yet filed for the newest quarter
8	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Jun 30, 2025 Rule 13d-1(b), qualified institution	2,227,046	4.65%	-1,738,076	Jun 30, 2025	Rule 13d-1(b), qualified institution
9	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	1,841,485	3.84%	+156,286	Sep 30, 2026
9.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	377,008	0.79%	+173,975	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	304,965	0.64%	+140,132	Jul 31, 2026	Dimensional ETF Trust, not summed
9.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	230,964	0.48%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	147,090	0.31%	-29,708	Jul 31, 2026	Dimensional ETF Trust, not summed
9.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	133,319	0.28%	+97,738	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,786,355	3.73%	+800,454	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	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	480,675	1.00%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	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	199,843	0.42%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	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	92,085	0.19%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.4	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	20,751	0.04%	-535	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
10.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	18,302	0.04%	-1,500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,671,758	3.49%	-85,091	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,500,862	3.13%	-422,992	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	4,041	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
12.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	964	0.00%	+111	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
12.3	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	538	0.00%	-62	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
13	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,448,078	3.02%	+16,420	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · Aug 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	774,708	1.62%	-30,357	Aug 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
13.2	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · Aug 31, 2026 Neuberger Berman ETF Trust, not summed	14,857	0.03%	-16,740	Aug 31, 2026	Neuberger Berman ETF Trust, not summed
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,440,461	3.01%	+367,894	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Inception Portfolio Fund S000002825 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	21,779	0.05%	—	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
14.2	Global Endurance Portfolio Fund S000063049 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	5,664	0.01%	—	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
14.3	Permanence Portfolio Fund S000068163 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	148	0.00%	—	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
15	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,326,824	2.77%	+353,117	Jun 30, 2026	carried, not yet filed for the newest quarter
16	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,227,000	2.56%	+50,361	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,205,649	2.52%	-65,118	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	1,175,986	2.45%	+47,900	Jun 30, 2026	Capitol Series Trust, not summed
19	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,144,465	2.39%	-209,199	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Giverny Capital Inc. 13F CIK 1641864 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,080,793	2.25%	+338,464	Jun 30, 2026	carried, not yet filed for the newest quarter
21	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,055,150	2.20%	-47,158	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	BARON SMALL CAP FUND Fund S000000584 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	850,000	1.77%	0	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
22	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	920,382	1.92%	+342,848	Jun 30, 2026	carried, not yet filed for the newest quarter
23	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	907,741	1.89%	-75,413	Jun 30, 2026	carried, not yet filed for the newest quarter
24	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	819,598	1.71%	-183,854	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	126,478	0.26%	-700	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
25	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	803,127	1.68%	-1,358,534	Jun 30, 2026	carried, not yet filed for the newest quarter
26	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	755,359	1.58%	-89,734	Jun 30, 2026	carried, not yet filed for the newest quarter
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	713,541	1.49%	+35,529	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	249,420	0.52%	-22,345	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	145,573	0.30%	-7,260	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	115,491	0.24%	+26,799	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	33,308	0.07%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	32,038	0.07%	-1,757	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	699,215	1.46%	+16,035	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	695,576	1.45%	-14,672	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	638,901	1.33%	+629,713	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	729,600	1.52%	—	Jul 31, 2026	Fidelity Capital Trust, not summed
30.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	257,725	0.54%	-35,285	Aug 31, 2026	Fidelity Concord Street Trust, not summed
30.3	Fidelity Advisor Value Strategies Fund Fund S000005117 · Registered fund · Aug 31, 2026 Fidelity Advisor Series I, not summed	228,500	0.48%	—	Aug 31, 2026	Fidelity Advisor Series I, not summed
30.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	198,539	0.41%	-8,988	Jul 31, 2026	Fidelity Salem Street Trust, not summed
30.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	100,080	0.21%	-7,281	Aug 31, 2026	Fidelity Concord Street Trust, not summed
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	603,939	1.26%	-27,676	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	GENEVA CAPITAL MANAGEMENT LLC 13F CIK 1009232 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	603,358	1.26%	-189,069	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	596,653	1.24%	+37,275	Jun 30, 2026	carried, not yet filed for the newest quarter
34	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	594,175	1.24%	-93,754	Jun 30, 2026	carried, not yet filed for the newest quarter
35	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	481,523	1.00%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
36	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	454,593	0.95%	-55,571	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Virtus KAR Small-Mid Cap Core Fund Fund S000061485 · Registered fund · Jun 30, 2026 Virtus Equity Trust, not summed	419,990	0.88%	-118,708	Jun 30, 2026	Virtus Equity Trust, not summed
38	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	417,759	0.87%	-252,630	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Brown Advisory Small-Cap Growth Fund Fund S000038483 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	57,932	0.12%	-47,469	Jun 30, 2026	Brown Advisory Funds, not summed
38.2	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	18,747	0.04%	+4,073	Jun 30, 2026	Brown Advisory Funds, not summed
38.3	Brown Advisory Mid-Cap Growth Fund Fund S000058723 · Registered fund · Mar 31, 2026 Brown Advisory Funds, not summed	427	0.00%	—	Mar 31, 2026	Brown Advisory Funds, not summed
39	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	403,878	0.84%	+83,631	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,868	0.01%	—	Jun 30, 2026	Northern Funds, not summed
39.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,212	0.00%	-707	Jul 31, 2026	FlexShares Trust, not summed
40	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	344,157	0.72%	-89,192	Jun 30, 2026	carried, not yet filed for the newest quarter
41	JPMorgan Small Cap Equity Fund Fund S000002794 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	342,515	0.71%	-118,526	Jun 30, 2026	JPMorgan Trust I, not summed
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	333,027	0.69%	-19,058	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Janus Henderson Triton Fund Fund S000010485 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	321,810	0.67%	+5,253	Jun 30, 2026	Janus Investment Fund, not summed
44	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	311,486	0.65%	+48,700	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	DWS Small Mid Cap Growth VIP Fund S000006260 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES II, not summed	3,398	0.01%	0	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES II, not summed
44.2	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	784	0.00%	-223	Aug 31, 2026	DBX ETF Trust, not summed
45	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	300,072	0.63%	-129,506	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	87,272	0.18%	+531	Jun 30, 2026	College Retirement Equities Fund, not summed
45.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	77,390	0.16%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
45.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	48,050	0.10%	-6,456	Jul 31, 2026	TIAA-CREF Funds, not summed
45.4	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	47,257	0.10%	-1,244	Jul 31, 2026	NuShares ETF Trust, not summed
45.5	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	20,214	0.04%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
46	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	291,904	0.61%	+261,318	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	275,200	0.57%	—	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
48	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	266,806	0.56%	-27,044	Sep 30, 2026
48.1	BNY Mellon Women's Opportunities ETF Fund S000080184 · Registered fund · Aug 29, 2025 BNY Mellon ETF Trust, not summed	2,426	0.01%	0	Aug 29, 2025	BNY Mellon ETF Trust, not summed
48.2	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,992	0.00%	-52	Jul 31, 2026	BNY Mellon ETF Trust, not summed
49	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	265,599	0.55%	+43,846	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Great Point Wealth Advisors, LLC 13F CIK 1760304 · Unknown · Sep 30, 2026	257,890	0.54%	0	Sep 30, 2026

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

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1437578 CUSIP 109194100 13F (30d) 174 filings 141 filers Visit website Investor relations