BOX · Box Inc · Shareholders & Ownership

$43.05 +0.27 (+0.64%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.92B

137.20M

Volume · Oct 23 2.67M Avg daily vol (3M) 2.86M

Every disclosed holder of BOX 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 BOX

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)	403	140,392,093	102.33%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,191,320	-2.33%	Negative
Registered funds (N-PORT, not summed)	319	59,958,137	43.70%	No

Shares outstanding: 137,200,773, the issuer's latest cover-page count restated onto today's split basis.

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

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of BOX

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	25,435,340	18.54%	+116,259	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	8,341,588	6.08%	-258,512	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,525,124	2.57%	+80,527	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	1,043,226	0.76%	+153,713	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	809,043	0.59%	+5,818	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	707,087	0.52%	+71,095	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	11,135,984	8.12%	-109,475	Jun 30, 2026	carried, not yet filed for the newest quarter
3	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,119,498	5.19%	-185,760	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,020,539	4.39%	-196,373	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,926,904	4.32%	+245,654	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	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	1,261,770	0.92%	-36,303	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	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	508,351	0.37%	+17,209	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	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	249,793	0.18%	-11,165	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	200,706	0.15%	+121,890	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	110,931	0.08%	-8,506	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,964,832	3.62%	+239,346	Jun 30, 2026	carried, not yet filed for the newest quarter
7	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,313,769	3.14%	-605,222	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,184,009	3.05%	-190,997	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,723,373	2.71%	+1,385,522	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	3,640,760	2.65%	+12,858	May 31, 2026	VANGUARD WORLD FUND, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,629,678	2.65%	+95,562	Jun 30, 2026	carried, not yet filed for the newest quarter
12	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,466,446	2.53%	+115,247	Jun 30, 2026	carried, not yet filed for the newest quarter
13	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,150,393	2.30%	-48,057	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	SIIT GLOBAL MANAGED VOLATILITY FUND Fund S000050969 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	287,492	0.21%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
13.2	SIIT U.S. MANAGED VOLATILITY FUND Fund S000013605 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	74,445	0.05%	+9,574	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
13.3	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	22,500	0.02%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
13.4	New Covenant Growth Fund Fund S000024941 · Registered fund · Jun 30, 2026 NEW COVENANT FUNDS, not summed	539	0.00%	0	Jun 30, 2026	NEW COVENANT FUNDS, not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,019,562	2.20%	-114,862	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	Levie Aaron Insider CIK 1606525 · Sep 10, 2026 Director, Chief Executive Officer, issuer-wide, not summed	2,859,673	2.08%	-15,000	Sep 10, 2026	Director, Chief Executive Officer, issuer-wide, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,668,128	1.94%	-6,755	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	691,511	0.50%	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	489,701	0.36%	+20,818	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	433,615	0.32%	+752	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	172,630	0.13%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
16.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	99,821	0.07%	-4,297	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,281,208	1.66%	-180,139	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	52,846	0.04%	+701	May 31, 2026	Goldman Sachs ETF Trust, not summed
17.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	8,534	0.01%	+3,376	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
18	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,224,418	1.62%	+2,224,418	Jun 30, 2026	carried, not yet filed for the newest quarter
19	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,983,509	1.45%	+648,583	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	1,168,928	0.85%	+235,307	May 29, 2026	Delaware Group Equity Funds V, not summed
19.2	Nomura Smid Cap Core Fund Fund S000024831 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	51,455	0.04%	-1,832	Jun 30, 2026	IVY FUNDS, not summed
19.3	Nomura VIP Smid Cap Core Series Fund S000006234 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	28,110	0.02%	-828	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
19.4	Nomura VIP Opportunity Series Fund S000065938 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	11,169	0.01%	-61	Jun 30, 2026	Delaware VIP Trust, not summed
20	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,837,649	1.34%	+184,426	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,731,229	1.26%	-21,936	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,648,829	1.20%	-113,732	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	68	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,642,212	1.20%	+76,808	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	689,871	0.50%	-12,931	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	333,545	0.24%	+25,615	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.3	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	105,058	0.08%	-53,259	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	87,457	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	87,243	0.06%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,587,621	1.16%	-9,612	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,532,429	1.12%	+60,716	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	69,099	0.05%	+4,435	Jun 30, 2026	Northern Funds, not summed
25.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,451	0.01%	-469	Jun 30, 2026	Northern Funds, not summed
25.3	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,601	0.01%	0	Jun 30, 2026	Northern Funds, not summed
25.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	9,006	0.01%	+4,274	Jul 31, 2026	FlexShares Trust, not summed
26	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,526,693	1.11%	-1,085,981	Jun 30, 2026	carried, not yet filed for the newest quarter
27	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,501,681	1.09%	+240,952	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,446,019	1.05%	+298,638	Jun 30, 2026	carried, not yet filed for the newest quarter
29	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,312,917	0.96%	+401,314	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Smith Dylan C Insider CIK 1606410 · Oct 9, 2026 Chief Financial Officer, issuer-wide, not summed	1,293,100	0.94%	-17,000	Oct 9, 2026	Chief Financial Officer, issuer-wide, not summed
31	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,228,826	0.90%	-65,713	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	MFS New Discovery Fund Fund S000000765 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	827,966	0.60%	+153,228	May 31, 2026	MFS SERIES TRUST I, not summed
31.2	MFS New Discovery Series Fund S000002680 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	258,005	0.19%	-43,032	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
31.3	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	99,065	0.07%	+8,357	May 31, 2026	MFS Series Trust X, not summed
31.4	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	2,408	0.00%	-240	Jul 31, 2026	MFS Series Trust XV, not summed
32	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,079,949	0.79%	-106,407	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Harbor Small Cap Value Fund Fund S000000689 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	1,058,497	0.77%	-37,798	Jul 31, 2026	HARBOR FUNDS, not summed
34	Shaolin Capital Management LLC 13F CIK 1766806 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,053,001	0.77%	+36,983	Jun 30, 2026	carried, not yet filed for the newest quarter
35	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,022,862	0.75%	+11,941	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	343,568	0.25%	+32,329	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
35.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	102,007	0.07%	-10,575	Jul 31, 2026	Principal Funds, Inc, not summed
35.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	9,794	0.01%	+2,920	Jul 31, 2026	Principal Funds, Inc, not summed
35.4	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,606	0.00%	+584	Jul 31, 2026	Principal Funds, Inc, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	975,383	0.71%	+95	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	970,140	0.71%	+60,475	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	291,730	0.21%	+188,700	Jul 31, 2026	TIAA-CREF Funds, not summed
37.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	196,260	0.14%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
37.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	181,870	0.13%	+12,670	Jul 31, 2026	TIAA-CREF Funds, not summed
37.4	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	159,480	0.12%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
37.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	145,700	0.11%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
38	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	933,226	0.68%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
39	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	922,431	0.67%	+328,566	Jun 30, 2026	carried, not yet filed for the newest quarter
40	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	883,944	0.64%	+436,364	Jun 30, 2026	carried, not yet filed for the newest quarter
41	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	845,355	0.62%	-259,042	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	132,262	0.10%	+83,796	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
41.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	32,868	0.02%	—	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
41.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	11,981	0.01%	+7,461	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
41.4	First Trust Small Cap BuyWrite Income ETF Fund S000090516 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	7,120	0.01%	+953	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
42	ExodusPoint Capital Management, LP 13F CIK 1736225 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	843,262	0.61%	+843,262	Jun 30, 2026	carried, not yet filed for the newest quarter
43	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	826,042	0.60%	+88,139	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	821,972	0.60%	-64,814	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,874	0.00%	-298	Jul 31, 2026	BNY Mellon ETF Trust, not summed
45	JONES FINANCIAL COMPANIES LLLP 13F CIK 815917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	816,668	0.60%	+130,553	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Touchstone Strategic Trust-Touchstone Small Company Fund Fund S000059011 · Registered fund · Jun 30, 2026 Touchstone Strategic Trust, not summed	805,927	0.59%	+60,730	Jun 30, 2026	Touchstone Strategic Trust, not summed
47	Divisar Capital Management LLC 13F CIK 1645721 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	748,049	0.55%	+110,000	Jun 30, 2026	carried, not yet filed for the newest quarter
48	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	743,000	0.54%	-28,520	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Oberweis Small-Cap Opportunities Fund Fund S000010232 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	655,600	0.48%	0	Jun 30, 2026	OBERWEIS FUNDS, not summed
49	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	722,123	0.53%	+25,787	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
50	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13F CIK 1009016 · Unknown · Sep 30, 2026	719,453	0.52%	-396,434	Sep 30, 2026

43 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 1372612 CUSIP 10316T104 13F (30d) 66 filings 64 filers Visit website Investor relations