CHEF · Chefs' Warehouse, Inc. · Shareholders & Ownership

$109.23 -1.65 (-1.49%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.52B

40.78M

Volume · Oct 21 181.66K Avg daily vol (3M) 659.01K

Every disclosed holder of CHEF 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 CHEF

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)	295	40,006,503	98.11%	Yes
Insiders (Forms 3, 4, 5)	14	3,673,480	9.01%	Yes
13D/G-only blocks	1	1,598,670	3.92%	Yes
Remaining	—	4,501,024	-11.04%	Negative
Registered funds (N-PORT, not summed)	348	20,754,548	50.90%	No

Shares outstanding: 40,777,629, 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 CHEF

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	6,039,964	14.81%	+251,995	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,186,635	5.36%	+13,023	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	967,816	2.37%	+77,931	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	343,821	0.84%	+45,992	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	325,876	0.80%	+13,570	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	159,930	0.39%	+59,136	May 29, 2026	BlackRock Funds, not summed
2	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,390,951	5.86%	-978,651	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	2,390,951	5.86%	-978,651	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	Pappas Christopher Insider CIK 1525954 · Aug 14, 2026 Director, President and CEO, issuer-wide	2,130,273	5.22%	-100,000	Aug 14, 2026	Director, President and CEO, issuer-wide
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,621,521	3.98%	+3,629	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Greenhouse Funds LLLP 13G CIK 1626220 · Registered investment adviser · Mar 31, 2025 Rule 13d-1(b), qualified institution	1,598,670	3.92%	-756,279	Mar 31, 2025	Rule 13d-1(b), qualified institution
6	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,557,862	3.82%	-325,218	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	1,507,277	3.70%	+96,374	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	334,041	0.82%	+6,773	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	208,338	0.51%	+17,305	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	12,900	0.03%	+300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.4	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	4,961	0.01%	-239	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, 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	4,549	0.01%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,354,101	3.32%	-356,781	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	730,000	1.79%	-215,000	Jun 30, 2026	Victory Portfolios, not summed
8.2	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	145,965	0.36%	-10,535	Jun 30, 2026	Victory Portfolios, not summed
8.3	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	39,448	0.10%	-14,199	Jul 31, 2026	Victory Portfolios III, not summed
8.4	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	4,249	0.01%	+66	Jul 31, 2026	Victory Portfolios III, not summed
9	Pappas John Insider CIK 1525965 · Mar 4, 2026 Director, Vice Chairman and COO, issuer-wide	1,169,575	2.87%	-2,742	Mar 4, 2026	Director, Vice Chairman and COO, issuer-wide
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,167,307	2.86%	-6,044	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,075,880	2.64%	-155,678	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	AB Small Cap Growth Portfolio Fund S000010309 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	496,804	1.22%	-71,504	Jun 30, 2026	AB CAP FUND, INC., not summed
11.2	AB Small Cap Growth Portfolio Fund S000010435 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	9,682	0.02%	-1,399	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
12	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,000,925	2.45%	+52,703	Jun 30, 2026	carried, not yet filed for the newest quarter
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	992,743	2.43%	+15,279	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	181,013	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	151,156	0.37%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	142,546	0.35%	+1,774	Jul 31, 2026	Dimensional ETF Trust, not summed
13.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	81,919	0.20%	-220	Jul 31, 2026	Dimensional ETF Trust, not summed
13.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	61,367	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	963,665	2.36%	+57,374	Jun 30, 2026	carried, not yet filed for the newest quarter
15	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	948,054	2.32%	+96,639	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	422,835	1.04%	-358,200	Jul 31, 2026	Fidelity Securities Fund, not summed
15.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	406,720	1.00%	+46,603	Jul 31, 2026	Fidelity Salem Street Trust, not summed
15.3	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	243,884	0.60%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
15.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	187,486	0.46%	-2,329	May 31, 2026	Fidelity Concord Street Trust, not summed
15.5	Fidelity Small Cap Growth K6 Fund Fund S000057285 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	126,463	0.31%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
16	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	943,154	2.31%	-233,548	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	MFS New Discovery Fund Fund S000000765 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	427,455	1.05%	-12,453	May 31, 2026	MFS SERIES TRUST I, not summed
16.2	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	271,220	0.67%	-27,534	May 31, 2026	MFS SERIES TRUST XIII, not summed
16.3	MFS New Discovery Series Fund S000002680 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	139,651	0.34%	-28,832	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
16.4	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	41,345	0.10%	-5,134	May 31, 2026	MFS SERIES TRUST X, not summed
16.5	MFS Blended Research Small Cap Equity Portfolio Fund S000008071 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	5,418	0.01%	-6,687	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
17	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	898,627	2.20%	-389,538	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	670,131	1.64%	-62,384	May 29, 2026	Delaware Group Equity Funds V, not summed
17.2	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	136,922	0.34%	-130,959	Jun 30, 2026	IVY FUNDS, not summed
17.3	Nomura VIP Small Cap Growth Series Fund S000006233 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	26,697	0.07%	-22,869	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
18	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	815,554	2.00%	-219,599	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	241,470	0.59%	+24,254	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
18.2	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	135,575	0.33%	+19,937	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
18.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	71,489	0.18%	-2,933	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
18.4	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	34,853	0.09%	-2,023	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.5	Invesco Dorsey Wright Consumer Staples Momentum ETF Fund S000013129 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	21,037	0.05%	+706	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	765,435	1.88%	+213,749	Jun 30, 2026	carried, not yet filed for the newest quarter
20	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	664,493	1.63%	+359,569	Jun 30, 2026	carried, not yet filed for the newest quarter
21	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	652,042	1.60%	-25,596	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	6,159	0.02%	+239	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
21.2	Kennedy Capital Small Cap Growth Fund Fund S000076117 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	226	0.00%	0	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
22	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	577,047	1.42%	-35,489	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	531,461	1.30%	+373,202	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	270,345	0.66%	—	Jul 31, 2026	Thrivent Mutual Funds, not summed
23.2	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	89,536	0.22%	—	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
23.3	THRIVENT SMALL CAP GROWTH PORTFOLIO Fund S000061813 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	24,840	0.06%	-1,061	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
23.4	THRIVENT SMALL CAP INDEX PORTFOLIO Fund S000001446 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	23,832	0.06%	-338	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
23.5	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	23,237	0.06%	+8,615	Jul 31, 2026	Thrivent Mutual Funds, not summed
24	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	508,907	1.25%	+30	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Federated Hermes Kaufmann Small Cap Fund Fund S000009730 · Registered fund · Jul 31, 2026 Federated Hermes Equity Funds, not summed	508,700	1.25%	0	Jul 31, 2026	Federated Hermes Equity Funds, not summed
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	493,545	1.21%	+36,948	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	18,823	0.05%	+2,112	Jun 30, 2026	Northern Funds, not summed
26.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,908	0.01%	+1,871	Jun 30, 2026	Northern Funds, not summed
26.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,370	0.01%	-492	Jul 31, 2026	FlexShares Trust, not summed
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	443,298	1.09%	+8,766	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	173,584	0.43%	-2,546	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	90,245	0.22%	+10,115	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	64,528	0.16%	-135	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	22,357	0.05%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	21,743	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	440,161	1.08%	+290,546	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	54,054	0.13%	-3,583	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
28.2	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	20,638	0.05%	—	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
28.3	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	19,023	0.05%	+2,554	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
29	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	421,969	1.03%	+402,344	Jun 30, 2026	carried, not yet filed for the newest quarter
30	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	416,839	1.02%	-205,546	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	39,234	0.10%	-2,814	May 31, 2026	Goldman Sachs Trust, not summed
30.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	27,114	0.07%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
30.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	26,885	0.07%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
30.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	22,659	0.06%	-789	May 31, 2026	Goldman Sachs ETF Trust, not summed
30.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,639	0.01%	-535	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	416,485	1.02%	+13,177	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	402,233	0.99%	-388,856	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	31	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
33	TimesSquare Capital Management, LLC 13F CIK 1313816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	391,460	0.96%	-29,798	Jun 30, 2026	carried, not yet filed for the newest quarter
34	JPMorgan Small Cap Growth Fund Fund S000003859 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	386,656	0.95%	-52,127	Jun 30, 2026	JPMorgan Trust II, not summed
35	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	347,104	0.85%	+347,104	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Harbor Small Cap Growth Fund Fund S000000686 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	337,269	0.83%	—	Jul 31, 2026	HARBOR FUNDS, not summed
37	Artisan Partners Limited Partnership 13F CIK 1466153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	334,734	0.82%	+334,734	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Artisan Small Cap Fund Fund S000006498 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	107,980	0.26%	—	Jun 30, 2026	Artisan Partners Funds Inc., not summed
38	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	331,830	0.81%	—	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
39	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	328,043	0.80%	-12,963	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	169,710	0.42%	-3,360	Jul 31, 2026	TIAA-CREF Funds, not summed
39.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	51,240	0.13%	+14,470	Jun 30, 2026	College Retirement Equities Fund, not summed
39.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	47,899	0.12%	+4,021	Jul 31, 2026	TIAA-CREF Funds, not summed
39.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	26,328	0.06%	0	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	3,524	0.01%	-88	Jun 30, 2026	TIAA-CREF Life Funds, not summed
40	VANGUARD CONSUMER STAPLES INDEX FUND Fund S000004447 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	327,622	0.80%	+31,507	May 31, 2026	VANGUARD WORLD FUND, not summed
41	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	304,909	0.75%	-251,019	Jun 30, 2026	carried, not yet filed for the newest quarter
42	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	292,488	0.72%	+121,565	Jun 30, 2026	carried, not yet filed for the newest quarter
43	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	291,465	0.71%	+274,259	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Small Cap Core Fund Fund S000043450 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	181,627	0.45%	-77,281	Jul 31, 2026	John Hancock Investment Trust, not summed
44	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	282,188	0.69%	-50,203	Jun 30, 2026	carried, not yet filed for the newest quarter
45	JPMorgan Small Cap Equity Fund Fund S000002794 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	282,010	0.69%	-141,098	Jun 30, 2026	JPMorgan Trust I, not summed
46	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	272,189	0.67%	+216,224	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	260,865	0.64%	+8,209	Jun 30, 2026	carried, not yet filed for the newest quarter
48	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	249,726	0.61%	+13,118	Jun 30, 2026	carried, not yet filed for the newest quarter
49	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	244,697	0.60%	+113,402	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	238,062	0.58%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed

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Key facts CIK 1517175 CUSIP 163086101 13F (30d) 35 filings 35 filers Visit website Investor relations