CALY · Callaway Golf Co · Shareholders & Ownership

$14.05 -0.09 (-0.64%) At close · Oct 21

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.51B

178.51M

Volume · Oct 21 1.52M Avg daily vol (3M) 1.93M

Every disclosed holder of CALY 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 CALY

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	319	155,130,443	86.90%	Yes
Insiders (Forms 3, 4, 5)	22	16,751,166	9.38%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	6,628,912	3.71%	Rest
Registered funds (N-PORT, not summed)	315	73,193,067	41.00%	No

Shares outstanding: 178,510,521, the issuer's latest cover-page count restated onto today's split basis.

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 CALY

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	21,245,111	11.90%	+962,541	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	8,231,826	4.61%	-156,247	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,682,584	2.06%	+449,231	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,326,175	0.74%	+190,798	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	784,965	0.44%	+13,291	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	422,083	0.24%	-73,781	Jun 30, 2026	iShares Trust, not summed
2	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	14,282,573	8.00%	+6,846,041	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	14,282,573	8.00%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,020,519	5.61%	+554,054	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,388,831	1.34%	+72,650	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,094,956	0.61%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,038,949	0.58%	-10,662	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,031,624	0.58%	+90,897	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	766,916	0.43%	+3,481	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,356,463	4.68%	-304,797	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	6,873,031	3.85%	-39,937	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	1,951,096	1.09%	+321,461	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
5.2	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	1,223	0.00%	—	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	5,819,257	3.26%	-375,105	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,524,929	3.10%	+239,931	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	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	1,256,687	0.70%	-5,648	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	500,211	0.28%	+28,362	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	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	265,291	0.15%	-6,752	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	46,941	0.03%	+800	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	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	21,613	0.01%	+360	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	5,039,756	2.82%	+2,038,723	May 31, 2026	American Century ETF Trust, not summed
9	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,226,658	2.37%	+414,114	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,024,811	2.25%	+326,439	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,002,424	2.24%	-381,632	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	SHAPIRO CAPITAL MANAGEMENT LLC 13F CIK 1177244 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,724,280	2.09%	-1,478,529	Jun 30, 2026	carried, not yet filed for the newest quarter
13	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,552,398	1.99%	-284,162	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,201,100	0.67%	-69,100	Jul 31, 2026	Principal Funds, Inc, not summed
13.2	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	109,700	0.06%	-2,800	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
13.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	100,655	0.06%	-9,194	Jul 31, 2026	Principal Funds, Inc, not summed
13.4	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	9,390	0.01%	+5,060	Jul 31, 2026	Principal Funds, Inc, not summed
14	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,257,622	1.82%	+1,502,811	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	406,478	0.23%	—	May 31, 2026	Goldman Sachs Trust, not summed
14.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	127,892	0.07%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
14.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	52,015	0.03%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
14.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	45,100	0.03%	+9,710	May 31, 2026	Goldman Sachs ETF Trust, not summed
14.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	9,378	0.01%	+6,666	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,883,496	1.62%	-292,989	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,810,380	1.57%	+36,666	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	209	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,752,071	1.54%	+2,392,969	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,545,000	0.87%	—	Jun 30, 2026	Victory Portfolios, not summed
17.2	Victory RS Small Cap Growth Fund Fund S000053581 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	293,310	0.16%	+56,330	Jun 30, 2026	Victory Portfolios, not summed
17.3	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	236,013	0.13%	—	Jun 30, 2026	Victory Portfolios II, not summed
17.4	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	81,306	0.05%	-22,562	Jul 31, 2026	Victory Portfolios III, not summed
17.5	Victory RS Select Growth Fund Fund S000053579 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	34,700	0.02%	—	Jun 30, 2026	Victory Portfolios, 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	2,497,908	1.40%	-146,479	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	905,050	0.51%	-156,231	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	673,359	0.38%	-3,683	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	342,937	0.19%	+52,738	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	226,104	0.13%	-15,109	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	82,838	0.05%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,226,682	1.25%	+417,532	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	129,989	0.07%	—	Jun 30, 2026	Northern Funds, not summed
19.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	71,416	0.04%	+11,103	Jun 30, 2026	Northern Funds, not summed
19.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,166	0.01%	-7,794	Jul 31, 2026	FlexShares Trust, not summed
19.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,028	0.01%	-431	Jun 30, 2026	Northern Funds, not summed
20	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,223,048	1.25%	+509,050	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,111,640	0.62%	+225,833	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	378,282	0.21%	-40,331	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	280,549	0.16%	-120,862	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
20.4	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	248,052	0.14%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.5	Invesco Dorsey Wright Consumer Cyclicals Momentum ETF Fund S000013128 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	39,048	0.02%	+9,983	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
21	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,014,233	1.13%	+679,026	Jun 30, 2026	carried, not yet filed for the newest quarter
22	BREWER OLIVER G III Insider CIK 1072918 · Aug 7, 2026 Director, President and CEO, issuer-wide	1,990,965	1.12%	-68,874	Aug 7, 2026	Director, President and CEO, issuer-wide
23	Nicholas Investment Partners, LP 13F CIK 1389574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,954,378	1.09%	+828,394	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	NICHOLAS PARTNERS SMALL CAP GROWTH FUND Fund S000064409 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	291,020	0.16%	+110,061	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
24	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,828,030	1.02%	-196,700	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,726,458	0.97%	-109,112	Jun 30, 2026	carried, not yet filed for the newest quarter
26	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,707,162	0.96%	+168,671	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,543,852	0.86%	+237,762	Jul 31, 2026	Fidelity Salem Street Trust, not summed
26.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	1,516,982	0.85%	+152,574	Jun 30, 2026	Fidelity Covington Trust, not summed
26.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	723,199	0.41%	-6,528	May 31, 2026	Fidelity Concord Street Trust, not summed
26.4	Fidelity SAI Small-Mid Cap Momentum Index Fund Fund S000050321 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	426,956	0.24%	+30,928	Jul 31, 2026	Fidelity Salem Street Trust, not summed
26.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	265,833	0.15%	+5,882	May 31, 2026	Fidelity Concord Street Trust, not summed
27	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,661,779	0.93%	-703,400	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,567,147	0.88%	+9,935	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,500,377	0.84%	+121,534	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	510,000	0.29%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
29.2	Small-Cap Value Fund Fund S000004427 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	110,000	0.06%	—	Jun 30, 2026	Bridgeway Funds, Inc., not summed
30	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,498,604	0.84%	+871,057	Jun 30, 2026	carried, not yet filed for the newest quarter
31	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,485,098	0.83%	+902,900	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	208,617	0.12%	-13,831	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
31.2	Columbia Global Opportunities Fund Fund S000031367 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	3,541	0.00%	—	Jul 31, 2026	Columbia Funds Series Trust II, not summed
31.3	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	220	0.00%	—	Jun 30, 2026	Columbia ETF Trust I, not summed
32	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,462,675	0.82%	+474,897	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	248,583	0.14%	+41,365	Jun 30, 2026	AB CAP FUND, INC., not summed
33	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,426,348	0.80%	+365,927	Jun 30, 2026	carried, not yet filed for the newest quarter
34	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,338,900	0.75%	+413,466	Jun 30, 2026	carried, not yet filed for the newest quarter
35	O'Keefe Stevens Advisory, Inc. 13F CIK 1780565 · Registered investment adviser · Sep 30, 2026	1,217,521	0.68%	+28,798	Sep 30, 2026
36	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,185,418	0.66%	-1,144,485	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Granite Investment Partners, LLC 13F CIK 1542266 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,109,057	0.62%	+358,486	Jun 30, 2026	carried, not yet filed for the newest quarter
38	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,048,443	0.59%	+772,562	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,018,975	0.57%	+163,351	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	525,500	0.29%	+151,200	Jul 31, 2026	TIAA-CREF Funds, not summed
39.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	179,978	0.10%	+27,245	Jul 31, 2026	TIAA-CREF Funds, not summed
39.3	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	131,593	0.07%	-13,359	Jul 31, 2026	NuShares ETF Trust, not summed
39.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	130,391	0.07%	-18,121	Jul 31, 2026	TIAA-CREF Funds, not summed
39.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	10,951	0.01%	+3,131	Jun 30, 2026	TIAA-CREF Life Funds, not summed
40	Ogunlesi Adebayo O. Insider CIK 1481450 · Sep 15, 2026 Director, issuer-wide	1,006,042	0.56%	—	Sep 15, 2026	Director, issuer-wide
41	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	995,923	0.56%	+122,161	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	880,377	0.49%	+11,534	Jun 30, 2026	EA Series Trust, not summed
41.2	Euclidean Fundamental Value ETF Fund S000079847 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	113,307	0.06%	—	Jun 30, 2026	EA Series Trust, not summed
41.3	Strive Small-Cap ETF Fund S000078019 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	4,919	0.00%	+88	Jun 30, 2026	EA Series Trust, not summed
42	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	955,909	0.54%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
43	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	936,908	0.52%	+251,837	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	899,674	0.50%	+1,815	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	896,583	0.50%	+37,759	Jun 30, 2026	carried, not yet filed for the newest quarter
46	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	814,884	0.46%	+814,884	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Loomis Sayles Small/Mid Cap Growth Fund Fund S000049859 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	106,666	0.06%	—	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
47	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	733,233	0.41%	+721,471	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	373,623	0.21%	-46,369	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
47.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	185,701	0.10%	-14,369	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
47.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	33,845	0.02%	-5,343	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
47.4	First Trust Small Cap BuyWrite Income ETF Fund S000090516 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	6,081	0.00%	+1,315	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
47.5	First Trust Active Factor Small Cap ETF Fund S000066790 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	5,270	0.00%	+994	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
48	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	678,353	0.38%	+24,172	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
49	COMMERCE BANK 13F CIK 1009076 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	673,361	0.38%	+5,756	Jun 30, 2026	carried, not yet filed for the newest quarter
50	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	672,463	0.38%	+672,463	Jun 30, 2026	carried, not yet filed for the newest quarter

55 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.

Showing 1–50 of 492 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 837465 CUSIP 131193104 13F (30d) 38 filings 38 filers Visit website Investor relations