BMI · Badger Meter Inc · Shareholders & Ownership

$127.51 +1.25 (+0.99%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.69B

28.99M

Volume · Oct 20 160.92K Avg daily vol (3M) 410.64K

Every disclosed holder of BMI 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 BMI

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)	481	32,734,241	112.93%	Yes
Insiders (Forms 3, 4, 5)	18	163,976	0.57%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,911,370	-13.49%	Negative
Registered funds (N-PORT, not summed)	331	14,558,323	50.22%	No

Shares outstanding: 28,986,847, 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 BMI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,892,342	16.88%	-59,540	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,758,399	6.07%	-11,305	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	772,689	2.67%	+48,071	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	275,056	0.95%	+33,051	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	262,275	0.90%	+8,016	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	54,864	0.19%	+6,688	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,504,823	8.64%	+53,172	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	1,651,414	5.70%	+126,444	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	381,940	1.32%	+83,351	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	266,917	0.92%	+165	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	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	165,615	0.57%	+10,146	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	26,816	0.09%	-13,195	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	10,076	0.03%	-200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,317,325	4.54%	+15,705	Jun 30, 2026	carried, not yet filed for the newest quarter
5	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,008,392	3.48%	+69,561	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	945,694	3.26%	+945,694	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	928,527	3.20%	+9,756	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	771,864	2.66%	+211,508	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	First Trust Water ETF Fund S000017178 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	252,317	0.87%	-4,423	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
8.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	37,537	0.13%	+16,329	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
8.3	First Trust/Dow Jones Dividend & Income Allocation Portfolio Fund S000036417 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	16,005	0.06%	+1,695	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
9	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	739,882	2.55%	+76,690	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	17	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
10	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	739,763	2.55%	+2,486	May 31, 2026	VANGUARD WORLD FUND, not summed
11	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	728,961	2.51%	+198,792	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	669,606	2.31%	-3,245	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	629,411	2.17%	-228,763	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	590,079	2.04%	+131,016	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	574,477	1.98%	+180,133	Jun 30, 2026	carried, not yet filed for the newest quarter
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	517,496	1.79%	-22,776	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	130,983	0.45%	0	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	93,990	0.32%	-2,326	Jul 31, 2026	Dimensional ETF Trust, not summed
16.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	58,247	0.20%	+74	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.4	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	34,122	0.12%	+73	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	27,283	0.09%	-1,890	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	505,343	1.74%	-272,564	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Invesco Water Resources ETF Fund S000003048 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	271,055	0.94%	-35,494	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
17.2	Invesco S&P Global Water Index ETF Fund S000060819 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	103,219	0.36%	+5,755	Jul 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
17.3	Invesco S&P SmallCap Information Technology ETF Fund S000028301 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	59,453	0.21%	+8,212	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
17.4	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	21,093	0.07%	+726	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
17.5	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	18,359	0.06%	+2,755	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	499,519	1.72%	+152,799	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	233,056	0.80%	+24,691	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
18.2	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	9,349	0.03%	+1,751	May 31, 2026	Neuberger Berman ETF Trust, not summed
19	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	476,208	1.64%	+200,641	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
20	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	460,602	1.59%	+167,750	Jun 30, 2026	carried, not yet filed for the newest quarter
21	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	434,707	1.50%	-41,017	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	385,607	1.33%	+9,469	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	380,008	1.31%	+47,513	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,080	0.05%	+1,402	Jun 30, 2026	Northern Funds, not summed
23.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,405	0.01%	-97	Jun 30, 2026	Northern Funds, not summed
23.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,670	0.01%	+80	Jul 31, 2026	FlexShares Trust, not summed
24	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	374,295	1.29%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	335,404	1.16%	+15,840	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	141,771	0.49%	-988	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	72,363	0.25%	+7,398	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	27,247	0.09%	+2,543	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	18,228	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	16,933	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	334,945	1.16%	+6,119	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	Van Berkom & Associates Inc. 13F CIK 1524408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	330,384	1.14%	+330,384	Jun 30, 2026	carried, not yet filed for the newest quarter
28	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	312,146	1.08%	-194,544	Jun 30, 2026	carried, not yet filed for the newest quarter
29	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	311,866	1.08%	-152,957	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Goldman Sachs Rising Dividend Growth Fund Fund S000036119 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	15,885	0.05%	+2,770	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
29.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	6,927	0.02%	-407	May 31, 2026	Goldman Sachs ETF Trust, not summed
29.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	1,007	0.00%	+6	May 31, 2026	Goldman Sachs ETF Trust II, not summed
29.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	795	0.00%	+43	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
30	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	280,713	0.97%	+16,843	Jun 30, 2026	carried, not yet filed for the newest quarter
31	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	276,884	0.96%	+16,121	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	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	132,282	0.46%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
31.2	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	4,545	0.02%	+994	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
31.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	4,300	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
31.4	T. Rowe Price Global Impact Equity Fund Fund S000070716 · Registered fund · Jul 31, 2026 T. ROWE PRICE INTERNATIONAL FUNDS, INC., not summed	2,170	0.01%	-695	Jul 31, 2026	T. ROWE PRICE INTERNATIONAL FUNDS, INC., not summed
32	AMERICAN CAPITAL MANAGEMENT INC 13F CIK 1320168 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	258,243	0.89%	+72,402	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	258,164	0.89%	+67,258	Sep 30, 2026
34	FUNDSMITH INVESTMENT SERVICES LTD. 13F CIK 1868537 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	251,196	0.87%	+118,565	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	243,204	0.84%	-18,488	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Rockefeller US Small Cap Core Fund Fund S000080973 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	9,381	0.03%	0	Aug 31, 2026	Trust for Professional Managers, not summed
35.2	Rockefeller Climate Solutions Fund Fund S000072137 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	7,725	0.03%	-293	Aug 31, 2026	Trust for Professional Managers, not summed
36	Grantham, Mayo, Van Otterloo & Co. LLC 13F CIK 1352662 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	229,639	0.79%	+25,885	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	GMO Small Cap Quality Fund Fund S000077554 · Registered fund · May 31, 2026 GMO TRUST, not summed	153,935	0.53%	+37,858	May 31, 2026	GMO TRUST, not summed
36.2	GMO Alternative Allocation Fund Fund S000065268 · Registered fund · May 31, 2026 GMO TRUST, not summed	14,793	0.05%	+3,456	May 31, 2026	GMO TRUST, not summed
37	JPMorgan Small Cap Equity Fund Fund S000002794 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	226,645	0.78%	-26,551	Jun 30, 2026	JPMorgan Trust I, not summed
38	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	223,931	0.77%	+2,629	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Franklin Small Cap Growth Fund Fund S000006889 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	194,389	0.67%	+42,530	Jul 31, 2026	Franklin Strategic Series, not summed
38.2	Franklin Natural Resources Fund Fund S000006887 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	18,000	0.06%	-5,700	Jul 31, 2026	Franklin Strategic Series, not summed
38.3	Franklin U.S. Small Cap Multifactor Index ETF Fund S000057202 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	1,932	0.01%	-26	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
39	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	212,645	0.73%	+176,922	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	211,253	0.73%	+8,427	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	209,599	0.72%	+3,805	Jun 30, 2026	carried, not yet filed for the newest quarter
42	STOREBRAND ASSET MANAGEMENT AS 13F CIK 1685676 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	209,229	0.72%	+53,651	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Sandhill Capital Partners LLC 13F CIK 1556245 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	201,632	0.70%	+201,632	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	199,278	0.69%	+107,454	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	196,890	0.68%	-8,354	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,096	0.00%	+36	Jul 31, 2026	BNY Mellon ETF Trust, not summed
46	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	195,183	0.67%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
47	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	188,594	0.65%	+50,914	Jun 30, 2026	carried, not yet filed for the newest quarter
48	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	183,970	0.63%	+3,394	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	40,775	0.14%	+4,359	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
48.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	21,504	0.07%	-1,660	Jul 31, 2026	Principal Funds, Inc, not summed
48.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,571	0.01%	+699	Jul 31, 2026	Principal Funds, Inc, not summed
49	Belpointe Asset Management LLC 13F CIK 1721242 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	178,964	0.62%	+4	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Fundsmith LLP 13F CIK 1569205 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	174,627	0.60%	+32,136	Jun 30, 2026	carried, not yet filed for the newest quarter

46 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 9092 CUSIP 056525108 13F (30d) 50 filings 49 filers Visit website Investor relations