COCO · Vita Coco Company, Inc. · Shareholders & Ownership

$62.43 +0.66 (+1.07%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.55B

57.40M

Volume · Oct 21 1.47M Avg daily vol (3M) 1.21M

Every disclosed holder of COCO 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 COCO

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)	352	49,748,911	86.68%	Yes
Insiders (Forms 3, 4, 5)	15	7,662,385	13.35%	Yes
13D/G-only blocks	2	3,626,710	6.32%	Yes
Remaining	—	3,640,924	-6.34%	Negative
Registered funds (N-PORT, not summed)	348	24,840,687	43.28%	No

Shares outstanding: 57,397,082, 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 COCO

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	7,010,187	12.21%	+233,631	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	2,649,670	4.62%	+15,808	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,261,368	2.20%	+96,424	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	453,694	0.79%	+64,041	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	394,860	0.69%	+16,534	Jun 30, 2026	iShares Trust, not summed
1.5	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	94,023	0.16%	-74,510	Jul 31, 2026	iShares Trust, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,213,969	5.60%	-1,541,697	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,213,968	5.60%	-1,938,189	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	559,921	0.98%	-431,780	Jul 31, 2026	Fidelity Securities Fund, not summed
2.3	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	537,323	0.94%	+65,639	Jul 31, 2026	Fidelity Salem Street Trust, not summed
2.4	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	414,894	0.72%	-200,600	Jul 31, 2026	Fidelity Capital Trust, not summed
2.5	Fidelity Small Cap Growth K6 Fund Fund S000057285 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	292,259	0.51%	-212,700	Jul 31, 2026	Fidelity Securities Fund, not summed
3	Fenelon Opportunity Fund Inc. 13G CIK 2147005 · Unknown · Aug 17, 2026	3,182,300	5.54%	—	Aug 17, 2026
4	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	2,490,208	4.34%	+234,848	Sep 30, 2026
4.1	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	583,020	1.02%	-293,248	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
4.2	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	254,526	0.44%	-147,921	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
4.3	Wasatch Micro Cap Fund Fund S000000885 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	76,631	0.13%	-142,347	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
4.4	Wasatch Micro Cap Value Fund Fund S000000886 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	43,899	0.08%	-20,592	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
4.5	Wasatch Global Opportunities Fund Fund S000022592 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	26,684	0.05%	-14,740	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,094,091	3.65%	+2,123	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,847,940	3.22%	+118,942	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	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	404,847	0.71%	+8,274	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	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	252,292	0.44%	+21,010	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	16,800	0.03%	+200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.4	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	8,780	0.02%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
6.5	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	8,635	0.02%	+120	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,844,963	3.21%	-489,256	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Kirban Michael Insider CIK 1890258 · Apr 30, 2026 Director, Executive Chairman, issuer-wide	1,622,848	2.83%	—	Apr 30, 2026	Director, Executive Chairman, issuer-wide
8.1	Michael Kirban 13G CIK 1890258 · Unknown · Mar 31, 2026 Rule 13d-1(d), exempt investor, not summed	3,274,866	5.71%	-204,081	Mar 31, 2026	Rule 13d-1(d), exempt investor, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,540,165	2.68%	-10,982	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,503,177	2.62%	-20,470	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	164,059	0.29%	+68,727	Jun 30, 2026	Driehaus Mutual Funds, not summed
10.2	Driehaus Micro Cap Growth Fund Fund S000042829 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	101,857	0.18%	-8,191	Jun 30, 2026	Driehaus Mutual Funds, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,379,689	2.40%	+83,961	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,244,889	2.17%	+121,927	Jun 30, 2026	carried, not yet filed for the newest quarter
13	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	1,240,321	2.16%	+33,219	Sep 30, 2026
13.1	Congress Small Cap Growth Fund Fund S000058028 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	720,000	1.25%	—	Jul 31, 2026	Professionally Managed Portfolios, not summed
14	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,146,654	2.00%	-297,262	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	65,458	0.11%	—	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
14.2	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	47,721	0.08%	-5,074	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
14.3	Columbia Variable Portfolio - Small Company Growth Fund Fund S000010658 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	35,203	0.06%	-30,838	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
14.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	72	0.00%	—	Jun 30, 2026	Columbia ETF Trust I, not summed
15	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,137,802	1.98%	-14,131	Jun 30, 2026	carried, not yet filed for the newest quarter
16	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,104,020	1.92%	-110,413	Jun 30, 2026	carried, not yet filed for the newest quarter
17	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,098,490	1.91%	+25,077	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	234,811	0.41%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	184,360	0.32%	+3,052	Jul 31, 2026	Dimensional ETF Trust, not summed
17.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	160,158	0.28%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	109,598	0.19%	-669	Jul 31, 2026	Dimensional ETF Trust, not summed
17.5	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	73,668	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18	Verlinvest Beverages SA 13G CIK 1889193 · Unknown · Jun 30, 2026 Rule 13d-1(d), exempt investor, not summed	1,097,161	1.91%	-2,000,000	Jun 30, 2026	Rule 13d-1(d), exempt investor, not summed
18.1	Verlinvest Beverages SA Insider CIK 1889193 · Sep 17, 2025 Insider, issuer-wide	4,097,161	7.14%	-3,000,000	Sep 17, 2025	Insider, issuer-wide
19	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,001,278	1.74%	-71,371	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	541,785	0.94%	-58,340	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
20	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	927,278	1.62%	+927,278	Jun 30, 2026	carried, not yet filed for the newest quarter
21	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	857,603	1.49%	+456,134	Jun 30, 2026	carried, not yet filed for the newest quarter
22	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	739,487	1.29%	+141,479	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	506,559	0.88%	+169,974	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
22.2	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	7,495	0.01%	+1,748	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
22.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	6,942	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
23	Liran Ira Insider CIK 1886269 · Jun 12, 2026 Director, issuer-wide	712,450	1.24%	-148,074	Jun 12, 2026	Director, issuer-wide
24	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	690,799	1.20%	+571,286	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	136,458	0.24%	—	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
24.2	Invesco S&P SmallCap Consumer Staples ETF Fund S000028296 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	35,894	0.06%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	19,275	0.03%	-1,982	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.4	Invesco S&P Smallcap 600 Pure Growth ETF Fund S000060799 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	17,368	0.03%	+595	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.5	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	1,371	0.00%	-2,550	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
25	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	673,665	1.17%	+131,619	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	67,832	0.12%	-4,006	May 31, 2026	Goldman Sachs Trust, not summed
25.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	25,170	0.04%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
25.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	18,866	0.03%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
25.4	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	12,153	0.02%	-1,439	Jul 31, 2026	Goldman Sachs Trust II, not summed
25.5	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	9,934	0.02%	+132	May 31, 2026	Goldman Sachs ETF Trust, not summed
26	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	653,666	1.14%	+98,535	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	LORD ABBETT DEVELOPING GROWTH FUND INC Fund S000006834 · Registered fund · Jul 31, 2026 LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed	377,004	0.66%	+17,012	Jul 31, 2026	LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed
26.2	Lord Abbett Micro-Cap Growth Fund Fund S000007142 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	42,477	0.07%	-14,957	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
26.3	Developing Growth Portfolio Fund S000028719 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	10,979	0.02%	+3,256	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
27	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	648,091	1.13%	+195,906	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Harbor Small Cap Growth Fund Fund S000000686 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	641,418	1.12%	+112,780	Jul 31, 2026	HARBOR FUNDS, not summed
29	Sadowsky Kenneth Insider CIK 1886372 · Jun 17, 2026 Director, issuer-wide	580,296	1.01%	-3,900	Jun 17, 2026	Director, issuer-wide
30	Columbia Small Cap Growth Fund Fund S000012073 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	579,012	1.01%	-320,961	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
31	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	528,872	0.92%	-8,308	Jun 30, 2026	carried, not yet filed for the newest quarter
32	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	512,696	0.89%	+40,298	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	24,845	0.04%	+2,823	Jun 30, 2026	Northern Funds, not summed
32.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,840	0.01%	-167	Jun 30, 2026	Northern Funds, not summed
32.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,002	0.01%	-386	Jul 31, 2026	FlexShares Trust, not summed
33	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	504,203	0.88%	+14,510	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	449,443	0.78%	+3,540	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	48	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
35	Reignwood International Investment (Group) Company Limited 13G CIK 2017197 · Dec 31, 2023 Rule 13d-1(d), exempt investor	444,410	0.77%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
36	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	439,293	0.77%	-814,647	Jun 30, 2026	carried, not yet filed for the newest quarter
37	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	421,793	0.73%	+36,825	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	210,143	0.37%	-3,132	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	119,354	0.21%	+14,684	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.3	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	30,669	0.05%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	26,499	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	25,281	0.04%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38	VANGUARD CONSUMER STAPLES INDEX FUND Fund S000004447 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	421,507	0.73%	+7,324	May 31, 2026	VANGUARD WORLD FUND, not summed
39	Artisan Partners Limited Partnership 13F CIK 1466153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	417,923	0.73%	-663,888	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Artisan Small Cap Fund Fund S000006498 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	183,708	0.32%	-218,174	Jun 30, 2026	Artisan Partners Funds Inc., not summed
40	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	386,501	0.67%	+28,612	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	First Trust US Equity Opportunities ETF Fund S000010977 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	245,479	0.43%	+70,688	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
40.2	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	106,148	0.18%	+34,406	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
40.3	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	52,757	0.09%	+9,400	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
40.4	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	9,617	0.02%	+2,927	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
40.5	First Trust Multi-Manager Small Cap Opportunities ETF Fund S000073489 · Registered fund · May 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	3,022	0.01%	—	May 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
41	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	358,730	0.63%	+9,201	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	195,870	0.34%	-3,880	Jul 31, 2026	TIAA-CREF Funds, not summed
41.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	63,235	0.11%	+5,522	Jul 31, 2026	TIAA-CREF Funds, not summed
41.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	47,257	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
41.4	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	4,072	0.01%	-101	Jun 30, 2026	TIAA-CREF Life Funds, not summed
41.5	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	3,274	0.01%	-54,346	Jun 30, 2026	College Retirement Equities Fund, not summed
42	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	346,306	0.60%	-60,413	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	54,192	0.09%	+3,894	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
42.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	32,400	0.06%	-2,067	Jul 31, 2026	Principal Funds, Inc, not summed
42.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	4,240	0.01%	+1,257	Jul 31, 2026	Principal Funds, Inc, not summed
43	Roper Martin Insider CIK 1206513 · Apr 29, 2026 Director, issuer-wide	339,684	0.59%	—	Apr 29, 2026	Director, issuer-wide
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	323,270	0.56%	+11,884	Jun 30, 2026	carried, not yet filed for the newest quarter
45	STANSBERRY ASSET MANAGEMENT, LLC 13F CIK 1725910 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	317,619	0.55%	-79,583	Jun 30, 2026	carried, not yet filed for the newest quarter
46	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	308,389	0.54%	-96,752	Jun 30, 2026	carried, not yet filed for the newest quarter
47	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	297,948	0.52%	-13,684	Jun 30, 2026	carried, not yet filed for the newest quarter
48	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	296,102	0.52%	+77,191	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	263,403	0.46%	+199,864	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	258,836	0.45%	+5,474	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,534	0.00%	+70	Jul 31, 2026	BNY Mellon ETF Trust, not summed

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Key facts CIK 1482981 CUSIP 92846Q107 13F (30d) 42 filings 42 filers Visit website Investor relations