BLBD · Blue Bird Corp · Shareholders & Ownership

$57.37 +1.65 (+2.96%) At close · Oct 20

Russell 2000 member Rebalance outlook locked

Market Cap

$1.82B

31.68M

Volume · Oct 20 606.79K Avg daily vol (3M) 574.27K

Every disclosed holder of BLBD 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 BLBD

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)	305	32,353,954	102.14%	Yes
Insiders (Forms 3, 4, 5)	13	582,253	1.84%	Yes
13D/G-only blocks	1	2,702,180	8.53%	Yes
Remaining	—	3,962,348	-12.51%	Negative
Registered funds (N-PORT, not summed)	312	14,552,138	45.94%	No

Shares outstanding: 31,676,039, 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 BLBD

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	FMR LLC 13G CIK 315066 · Holding company · Aug 31, 2026 Rule 13d-1(b), qualified institution, not summed	3,218,919	10.16%	+201,567	Aug 31, 2026	Rule 13d-1(b), qualified institution, not summed
1.1	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,017,353	9.53%	+475,970	Jun 30, 2026	carried, not yet filed for the newest quarter
1.2	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	693,740	2.19%	+194,240	Jul 31, 2026	Fidelity Securities Fund, not summed
1.3	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	558,166	1.76%	-67,500	Jul 31, 2026	Fidelity Securities Fund, not summed
1.4	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	404,800	1.28%	+11,600	Jul 31, 2026	Fidelity Capital Trust, not summed
1.5	Fidelity Small Cap Growth K6 Fund Fund S000057285 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	354,490	1.12%	+102,290	Jul 31, 2026	Fidelity Securities Fund, not summed
2	Groupe Autobus Girardin Ltee 13D CIK 2127306 · Unknown · Apr 1, 2026	2,702,180	8.53%	—	Apr 1, 2026
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,627,824	8.30%	+37,751	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	829,255	2.62%	+52,865	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	294,673	0.93%	+35,599	Jun 30, 2026	iShares Trust, not summed
3.3	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	58,553	0.18%	-743	May 29, 2026	BlackRock Funds, not summed
3.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	58,176	0.18%	+5,610	Jun 30, 2026	Quantitative Master Series LLC, not summed
3.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	42,122	0.13%	+1,088	Jun 30, 2026	iShares Trust, not summed
4	MILLENNIUM MANAGEMENT LLC 13G CIK 1273087 · Registered investment adviser · Oct 13, 2026 Rule 13d-1(c), passive investor, not summed	1,616,752	5.10%	—	Oct 13, 2026	Rule 13d-1(c), passive investor, not summed
4.1	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	49,262	0.16%	-237,319	Jun 30, 2026	carried, not yet filed for the newest quarter
5	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,596,312	5.04%	-164,339	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Small Cap Value Fund Fund S000005781 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	75,000	0.24%	-330,000	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
5.2	Disciplined Core Equity Fund Fund S000005977 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	37,299	0.12%	—	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
5.3	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	19,476	0.06%	+3,798	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,401,431	4.42%	+10,824	Jun 30, 2026	carried, not yet filed for the newest quarter
7	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,240,236	3.92%	-414,534	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,193,431	3.77%	+91,096	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Janus Henderson Small/Mid Cap Growth Alpha ETF Fund S000052564 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	62,612	0.20%	+2,440	Jul 31, 2026	Janus Detroit Street Trust, not summed
9	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,069,284	3.38%	+299,691	May 31, 2026	American Century ETF Trust, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,006,122	3.18%	+2,654	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	995,188	3.14%	-22,979	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	874,048	2.76%	+46,926	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	818,481	2.58%	+622,631	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	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	322,800	1.02%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
13.2	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	109,407	0.35%	+36,834	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
13.3	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	81,372	0.26%	+19,403	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
13.4	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	4,869	0.02%	+1,068	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
13.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	4,695	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
14	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	805,031	2.54%	+275,686	Jun 30, 2026	carried, not yet filed for the newest quarter
15	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	803,872	2.54%	+51,559	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	39,809	0.13%	-3,413	Jun 30, 2026	SPDR SERIES TRUST, not summed
15.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	11,122	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
15.3	State Street(R) SPDR(R) S&P Kensho Smart Mobility ETF Fund S000059701 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,895	0.01%	-570	Jun 30, 2026	SPDR SERIES TRUST, not summed
15.4	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	2,039	0.01%	+255	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
15.5	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	806	0.00%	+56	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	719,465	2.27%	+30,534	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	128,625	0.41%	+551	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	109,978	0.35%	-321	Jul 31, 2026	Dimensional ETF Trust, not summed
16.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	81,886	0.26%	+1,063	Jul 31, 2026	Dimensional ETF Trust, not summed
16.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	81,770	0.26%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	56,161	0.18%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	325 CAPITAL LLC 13F CIK 1873893 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	711,390	2.25%	+31,564	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	662,955	2.09%	+156,290	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Allspring SMID Core ETF Fund S000093515 · Registered fund · Jun 30, 2026 ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed	39,103	0.12%	+13,937	Jun 30, 2026	ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed
18.2	Allspring Disciplined Small Cap Fund Fund S000007342 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	12,107	0.04%	+794	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
19	NEUMEIER POMA INVESTMENT COUNSEL LLC 13F CIK 1044936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	647,540	2.04%	+22,345	Jun 30, 2026	carried, not yet filed for the newest quarter
20	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 13F CIK 1278678 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	604,597	1.91%	-15,747	Jun 30, 2026	carried, not yet filed for the newest quarter
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	578,967	1.83%	+53,062	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	26,568	0.08%	+2,825	May 31, 2026	Goldman Sachs ETF Trust, not summed
21.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	6,977	0.02%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
21.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,051	0.01%	+1,689	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
21.4	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	2,622	0.01%	—	Jul 31, 2026	Goldman Sachs Trust II, not summed
21.5	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	1,722	0.01%	-9,131	Jul 31, 2026	Goldman Sachs Trust, not summed
22	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	529,838	1.67%	+140,600	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Oberweis Micro-Cap Fund Fund S000010231 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	511,400	1.61%	+138,000	Jun 30, 2026	OBERWEIS FUNDS, not summed
23	Aberdeen Group plc 13F CIK 1716774 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	515,863	1.63%	+515,863	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	abrdn U.S. Small Cap Equity Fund Fund S000020297 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	100,494	0.32%	—	Jul 31, 2026	abrdn Funds, not summed
23.2	abrdn Focused U.S. Small Cap Active ETF Fund S000088604 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	2,607	0.01%	—	Jul 31, 2026	abrdn Funds, not summed
24	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	454,852	1.44%	+29,412	Jun 30, 2026	carried, not yet filed for the newest quarter
25	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	438,902	1.39%	+59,405	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	16,429	0.05%	+6,307	Jun 30, 2026	AQR Funds, not summed
25.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	2,454	0.01%	—	Mar 31, 2026	AQR Funds, not summed
26	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	428,393	1.35%	-66,255	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	77,875	0.25%	-8,952	Jun 30, 2026	AB CAP FUND, INC., not summed
26.2	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	44,007	0.14%	-24,844	Jun 30, 2026	Bernstein Fund Inc, not summed
27	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	365,954	1.16%	-42,760	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Castellan Targeted Equity ETF Fund S000093132 · Registered fund · May 29, 2026 EA Series Trust, not summed	364,938	1.15%	+9,652	May 29, 2026	EA Series Trust, not summed
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	363,026	1.15%	+11,161	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	344,899	1.09%	+30,488	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	114,206	0.36%	+10,206	Jun 30, 2026	Victory Portfolios, not summed
29.2	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	31,281	0.10%	+14,511	Jul 31, 2026	Victory Portfolios III, not summed
29.3	VictoryShares Small Cap Free Cash Flow ETF Fund S000080690 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	28,143	0.09%	-2,091	Jun 30, 2026	Victory Portfolios II, not summed
29.4	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	3,606	0.01%	+39	Jul 31, 2026	Victory Portfolios III, not summed
29.5	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	2,647	0.01%	—	May 31, 2026	Victory Portfolios III, not summed
30	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	337,116	1.06%	+3,144	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	220,620	0.70%	-4,370	Jul 31, 2026	TIAA-CREF Funds, not summed
30.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	40,556	0.13%	+2,528	Jul 31, 2026	TIAA-CREF Funds, not summed
30.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	34,861	0.11%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
30.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	25,491	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
30.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	4,585	0.01%	-114	Jun 30, 2026	TIAA-CREF Life Funds, not summed
31	BLAIR WILLIAM & CO/IL 13F CIK 902367 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	320,966	1.01%	+230	Jun 30, 2026	carried, not yet filed for the newest quarter
32	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	311,124	0.98%	+140,212	Jun 30, 2026	carried, not yet filed for the newest quarter
33	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	300,697	0.95%	+13,856	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,158	0.05%	+1,693	Jun 30, 2026	Northern Funds, not summed
33.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,899	0.01%	-104	Jun 30, 2026	Northern Funds, not summed
33.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,686	0.01%	-2,858	Jul 31, 2026	FlexShares Trust, not summed
34	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	299,608	0.95%	-10,701	Jun 30, 2026	carried, not yet filed for the newest quarter
35	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	293,442	0.93%	-13,335	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	151,548	0.48%	-2,633	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	77,525	0.24%	+7,864	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.3	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	29,115	0.09%	-18,839	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	18,757	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	18,273	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	290,421	0.92%	-11,131	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Loomis Sayles Small Cap Value Fund Fund S000006647 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS I, not summed	61,342	0.19%	-2,390	Jun 30, 2026	LOOMIS SAYLES FUNDS I, not summed
37	LAZARD ASSET MANAGEMENT LLC 13F CIK 1207017 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	265,456	0.84%	-38,740	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	226,844	0.72%	+6,595	Jun 30, 2026	carried, not yet filed for the newest quarter
39	WESTWOOD QUALITY SMALLCAP FUND Fund S000072842 · Registered fund · Jul 31, 2026 Ultimus Managers Trust, not summed	226,220	0.71%	-55,924	Jul 31, 2026	Ultimus Managers Trust, not summed
40	Horlock Phil Insider CIK 1579477 · Dec 12, 2025 Director, issuer-wide	225,385	0.71%	-15,381	Dec 12, 2025	Director, issuer-wide
41	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	206,874	0.65%	-366,594	Jun 30, 2026	carried, not yet filed for the newest quarter
42	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	206,536	0.65%	-161,004	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	205,763	0.65%	+105,270	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
44	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	201,359	0.64%	-63,574	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	10	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
45	GLOBEFLEX CAPITAL L P 13F CIK 921531 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	197,872	0.62%	+69	Jun 30, 2026	carried, not yet filed for the newest quarter
46	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	194,789	0.61%	+67,857	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	111,134	0.35%	+8,484	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
46.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	55,239	0.17%	+6,341	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
46.3	First Trust Active Factor Small Cap ETF Fund S000066790 · Registered fund · May 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	12,779	0.04%	+5,053	May 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
46.4	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	10,069	0.03%	+492	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
46.5	First Trust SMID Growth Strength ETF Fund S000058148 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	4,557	0.01%	—	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
47	American Beacon Small Cap Value Fund Fund S000001818 · Registered fund · Jul 31, 2026 AMERICAN BEACON FUNDS, not summed	192,635	0.61%	-69,050	Jul 31, 2026	AMERICAN BEACON FUNDS, not summed
48	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	191,222	0.60%	+90,794	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Invesco Dorsey Wright Industrials Momentum ETF Fund S000013105 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	97,656	0.31%	+44,372	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
48.2	Invesco Global Clean Energy ETF Fund S000015279 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	28,663	0.09%	-924	Jul 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
48.3	Invesco Dorsey Wright SmallCap Momentum ETF Fund S000037586 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	24,395	0.08%	-19,831	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
48.4	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	5,355	0.02%	-3,378	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
48.5	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	5,337	0.02%	+2,261	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
49	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	191,121	0.60%	+9,374	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	98,763	0.31%	+7,559	Jun 30, 2026	ROYCE FUND, not summed
49.2	Royce Capital Fund - Small-Cap Portfolio Fund S000009497 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	55,220	0.17%	+220	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
49.3	Royce Small-Cap Value Fund Fund S000009516 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	33,051	0.10%	+1,188	Jun 30, 2026	ROYCE FUND, not summed
50	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	175,461	0.55%	-142,850	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1589526 CUSIP 095306106 13F (30d) 33 filings 32 filers Visit website Investor relations