BHE · Benchmark Electronics Inc · Shareholders & Ownership

$71.25 +0.82 (+1.16%) At close · Oct 21

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.57B

35.92M

Volume · Oct 21 366.48K Avg daily vol (3M) 360.37K

Every disclosed holder of BHE 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 BHE

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)	334	36,627,778	101.97%	Yes
Insiders (Forms 3, 4, 5)	17	986,172	2.75%	Yes
13D/G-only blocks	1	1,544,630	4.30%	Yes
Remaining	—	3,238,647	-9.02%	Negative
Registered funds (N-PORT, not summed)	330	21,189,882	58.99%	No

Shares outstanding: 35,919,933, 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 BHE

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	5,875,827	16.36%	+233,121	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	2,161,624	6.02%	+20,011	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	925,913	2.58%	+54,666	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	308,870	0.86%	-39,430	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	180,467	0.50%	-127,069	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	154,917	0.43%	—	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	3,237,002	9.01%	+95,176	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,231,999	6.21%	-262,576	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,231,999	6.21%	-396,606	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	380,928	1.06%	-238,920	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	288,233	0.80%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	266,736	0.74%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	254,960	0.71%	-1,643	Jul 31, 2026	Dimensional ETF Trust, not summed
4	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,870,433	5.21%	+380,335	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	American Century Investment Management, Inc. 13G CIK 52388 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,870,433	5.21%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,640,669	4.57%	-62,889	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	1,554,471	4.33%	-4,677	Jun 30, 2026	carried, not yet filed for the newest quarter
7	First Trust Portfolios L.P. 13G CIK 1184765 · Unknown · Sep 30, 2025 Rule 13d-1(b), qualified institution	1,544,630	4.30%	-387,277	Sep 30, 2025	Rule 13d-1(b), qualified institution
8	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,468,835	4.09%	+319,342	May 31, 2026	American Century ETF Trust, not summed
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,433,075	3.99%	+47,835	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	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	330,202	0.92%	+7,804	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.2	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	186,689	0.52%	-194	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	12,331	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9.4	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	6,851	0.02%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	6,107	0.02%	-5,476	Jun 30, 2026	SPDR SERIES TRUST, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,080,611	3.01%	-17,103	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,060,219	2.95%	+157,560	Jun 30, 2026	carried, not yet filed for the newest quarter
12	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,052,975	2.93%	-1,707,701	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	FRANKLIN RESOURCES INC 13G CIK 38777 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,052,975	2.93%	-1,707,701	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
12.2	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	378,836	1.05%	-1,063,317	Jul 31, 2026	Franklin Value Investors Trust, not summed
12.3	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	202,409	0.56%	-312,635	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
13	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,013,064	2.82%	+688,736	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	201,981	0.56%	—	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
13.2	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	92,730	0.26%	—	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
13.3	Invesco Dorsey Wright Industrials Momentum ETF Fund S000013105 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	79,443	0.22%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.4	Invesco S&P SmallCap Information Technology ETF Fund S000028301 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	71,985	0.20%	+9,951	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	53,997	0.15%	-6,560	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
14	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	941,227	2.62%	+573,772	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	103,851	0.29%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
14.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	59,365	0.17%	+27,106	Jul 31, 2026	Goldman Sachs Trust, not summed
14.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	19,356	0.05%	+2,298	May 31, 2026	Goldman Sachs ETF Trust, not summed
14.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	15,074	0.04%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
14.5	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	12,996	0.04%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
15	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	904,573	2.52%	+3,248	May 31, 2026	VANGUARD WORLD FUND, not summed
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	781,437	2.18%	+870	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	Harbor Small Cap Value Fund Fund S000000689 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	626,153	1.74%	-22,360	Jul 31, 2026	HARBOR FUNDS, not summed
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	591,485	1.65%	-55,530	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	208,357	0.58%	-67,017	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	170,936	0.48%	-2,995	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	87,399	0.24%	+9,821	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	47,672	0.13%	-7,838	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	20,895	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	586,923	1.63%	-182,068	Jun 30, 2026	carried, not yet filed for the newest quarter
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	540,153	1.50%	-58,480	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	67	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	495,152	1.38%	-2,301	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	490,220	1.36%	+79,962	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	452,255	1.26%	-7,641	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	421,233	1.17%	+284,619	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	178,823	0.50%	+155,130	Jun 30, 2026	College Retirement Equities Fund, not summed
24.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	50,500	0.14%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
24.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	47,656	0.13%	+5,046	Jul 31, 2026	TIAA-CREF Funds, not summed
24.4	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	33,585	0.09%	-3,049	Jul 31, 2026	NuShares ETF Trust, not summed
24.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	28,220	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
25	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	418,393	1.16%	+3,004	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	270,285	0.75%	-20,108	Jun 30, 2026	PIMCO Equity Series, not summed
25.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	626	0.00%	+84	Jun 30, 2026	PIMCO Equity Series, not summed
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	415,029	1.16%	+30,588	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	18,232	0.05%	+1,795	Jun 30, 2026	Northern Funds, not summed
26.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,773	0.02%	-164	Jun 30, 2026	Northern Funds, not summed
26.3	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,834	0.01%	0	Jun 30, 2026	Northern Funds, not summed
26.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,896	0.01%	-568	Jul 31, 2026	FlexShares Trust, not summed
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	411,178	1.14%	+12,450	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	403,622	1.12%	+403,622	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	MFS New Discovery Fund Fund S000000765 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	151,309	0.42%	—	May 31, 2026	MFS SERIES TRUST I, not summed
28.2	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	92,155	0.26%	—	May 31, 2026	MFS SERIES TRUST XIII, not summed
28.3	MFS New Discovery Series Fund S000002680 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	55,285	0.15%	—	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
28.4	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	1,602	0.00%	—	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
28.5	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	770	0.00%	—	Jul 31, 2026	MFS Series Trust XV, not summed
29	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	389,284	1.08%	+82,655	Jun 30, 2026	carried, not yet filed for the newest quarter
30	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	372,907	1.04%	+9,851	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	394,635	1.10%	+45,402	Jul 31, 2026	Fidelity Salem Street Trust, not summed
30.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	337,525	0.94%	+8,301	Jun 30, 2026	Fidelity Covington Trust, not summed
30.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	184,720	0.51%	+85	May 31, 2026	Fidelity Concord Street Trust, not summed
30.4	Fidelity MSCI Information Technology Index ETF Fund S000042577 · Registered fund · Jul 31, 2026 FIDELITY COVINGTON TRUST, not summed	114,410	0.32%	+2,354	Jul 31, 2026	FIDELITY COVINGTON TRUST, not summed
30.5	Fidelity SAI Small-Mid Cap Momentum Index Fund Fund S000050321 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	109,003	0.30%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
31	Benck Jeff Insider CIK 1397573 · Feb 25, 2026 Director, issuer-wide	353,677	0.98%	-7,756	Feb 25, 2026	Director, issuer-wide
32	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	350,964	0.98%	+54,395	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	152,213	0.42%	-116,212	Jul 31, 2026	First Eagle Funds, not summed
33	Tributary Capital Management, LLC 13F CIK 1441888 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	344,987	0.96%	-52,477	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	TRIBUTARY SMALL COMPANY FUND Fund S000022139 · Registered fund · Jun 30, 2026 TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed	203,759	0.57%	-33,505	Jun 30, 2026	TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed
34	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	344,160	0.96%	+71,421	Jun 30, 2026	carried, not yet filed for the newest quarter
35	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	335,616	0.93%	+335,616	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	314,794	0.88%	+3,574	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	290,881	0.81%	+14,224	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	98,590	0.27%	-10,000	Jun 30, 2026	Bridgeway Funds, Inc., not summed
37.2	Small-Cap Value Fund Fund S000004427 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	22,000	0.06%	—	Jun 30, 2026	Bridgeway Funds, Inc., not summed
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	245,763	0.68%	+16,619	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	237,736	0.66%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
40	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	230,094	0.64%	-193,102	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Aristotle Capital Boston, LLC 13F CIK 1633911 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	224,142	0.62%	-41,275	Jun 30, 2026	carried, not yet filed for the newest quarter
42	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	211,379	0.59%	-13,508	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	123,850	0.34%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
42.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	53,260	0.15%	-3,531	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
42.3	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	67	0.00%	+12	Jun 30, 2026	Columbia ETF Trust I, not summed
43	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	211,278	0.59%	+3,913	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	36,534	0.10%	+2,596	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
43.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	26,433	0.07%	-1,612	Jul 31, 2026	Principal Funds, Inc, not summed
43.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,449	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed
43.4	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,268	0.00%	+118	Jul 31, 2026	Principal Funds, Inc, not summed
44	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	198,300	0.55%	-3,600	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Oberweis Micro-Cap Fund Fund S000010231 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	193,600	0.54%	0	Jun 30, 2026	OBERWEIS FUNDS, not summed
45	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	188,336	0.52%	-9,886	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	181,511	0.51%	+4,359	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
47	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	170,291	0.47%	+2,224	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	170,291	0.47%	+2,224	Jun 30, 2026	EA Series Trust, not summed
48	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	165,768	0.46%	+43,427	Jun 30, 2026	carried, not yet filed for the newest quarter
49	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	165,113	0.46%	+112,830	Jun 30, 2026	carried, not yet filed for the newest quarter
50	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	164,563	0.46%	-111,676	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 863436 CUSIP 08160H101 13F (30d) 42 filings 42 filers Visit website Investor relations