DIOD · Diodes Inc · Shareholders & Ownership

$91.72 +3.15 (+3.56%) Q2 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.08B

46.05M

Volume · Oct 28 382.38K Avg daily vol (3M) 585.16K

Every disclosed holder of DIOD 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 DIOD

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)	414	46,022,733	99.94%	Yes
Insiders (Forms 3, 4, 5)	15	1,039,349	2.26%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,010,377	-2.19%	Negative
Registered funds (N-PORT, not summed)	412	27,843,300	60.46%	No

Shares outstanding: 46,051,705, 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 DIOD

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	7,345,758	15.95%	+147,184	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	2,768,037	6.01%	+13,672	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,181,314	2.57%	+55,573	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	395,531	0.86%	-53,258	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	345,734	0.75%	—	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	84,850	0.18%	+9,296	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,380,124	9.51%	-1,307,610	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	4,380,124	9.51%	-1,307,610	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	779,731	1.69%	+44,686	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
2.3	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	670,017	1.45%	-387,919	Jul 31, 2026	Fidelity Puritan Trust, not summed
2.4	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	503,265	1.09%	+49,347	Jul 31, 2026	Fidelity Salem Street Trust, not summed
2.5	Fidelity Small Cap Discovery Fund Fund S000055370 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	340,598	0.74%	+31,500	Jul 31, 2026	Fidelity Concord Street Trust, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,742,338	8.13%	+103,406	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,605,247	5.66%	+323,198	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,605,247	5.66%	+323,198	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	State Street(R) SPDR(R) S&P(R) Semiconductor ETF Fund S000010020 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	729,655	1.58%	+255,143	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	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	420,681	0.91%	+5,727	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	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	239,535	0.52%	-706	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	15,892	0.03%	-100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,200,506	4.78%	-235,853	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,200,506	4.78%	-164,434	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	439,680	0.95%	-105,161	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	278,796	0.61%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	255,555	0.55%	-803	Jul 31, 2026	Dimensional ETF Trust, not summed
5.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	208,280	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP 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	1,994,456	4.33%	+12,290	Jun 30, 2026	carried, not yet filed for the newest quarter
7	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,682,686	3.65%	+1,241,124	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	175,400	0.38%	—	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
7.2	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	131,168	0.28%	-32,495	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
7.3	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	89,380	0.19%	—	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
7.4	William Blair Small-Mid Cap Value Fund Fund S000080810 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	626	0.00%	-152	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,647,832	3.58%	+210,970	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,385,864	3.01%	-6,397	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,166,701	2.53%	+4,109	May 31, 2026	VANGUARD WORLD FUND, not summed
11	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,045,681	2.27%	-618,845	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	136	0.00%	+99	Jul 31, 2026	E Trade Trust, not summed
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,001,262	2.17%	-3,497	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	976,111	2.12%	+923,017	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	380,400	0.83%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
13.2	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	208,800	0.45%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
13.3	T. Rowe Price Science & Technology Fund, Inc. Fund S000002119 · Registered fund · Jun 30, 2026 T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC., not summed	71,900	0.16%	—	Jun 30, 2026	T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC., not summed
13.4	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	6,934	0.02%	+1,349	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
13.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	4,571	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
14	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	964,595	2.09%	-36,840	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	889,222	1.93%	+60,803	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Invesco Semiconductors ETF Fund S000003032 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	702,699	1.53%	+109,693	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.2	Invesco S&P SmallCap Information Technology ETF Fund S000028301 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	92,555	0.20%	+11,906	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	25,930	0.06%	-4,977	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	17,913	0.04%	-2,886	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	7,668	0.02%	+959	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
16	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	806,886	1.75%	+687,921	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	514,414	1.12%	—	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
16.2	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	809	0.00%	—	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	728,885	1.58%	-43,453	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	219,040	0.48%	-1,189	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	211,891	0.46%	-22,121	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	111,513	0.24%	+10,892	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	55,197	0.12%	-7,038	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	28,442	0.06%	+2,032	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18	Global Alpha Capital Management Ltd. 13F CIK 1584691 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	578,999	1.26%	-258,655	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	576,470	1.25%	+14,739	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	574,559	1.25%	+32,350	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	33,638	0.07%	0	Jun 30, 2026	Northern Funds, not summed
20.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	23,277	0.05%	+1,816	Jun 30, 2026	Northern Funds, not summed
20.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,441	0.01%	-155	Jun 30, 2026	Northern Funds, not summed
20.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,134	0.00%	+56	Jul 31, 2026	FlexShares Trust, not summed
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	526,661	1.14%	+14,961	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	507,594	1.10%	-284,042	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	62,040	0.13%	-77,460	Jun 30, 2026	Victory Portfolios, not summed
22.2	Victory RS Partners Fund Fund S000053561 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	58,060	0.13%	—	Jun 30, 2026	Victory Portfolios, not summed
22.3	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	33,227	0.07%	-14,633	Jun 30, 2026	Victory Portfolios II, not summed
22.4	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	23,750	0.05%	-12,327	Jun 30, 2026	Victory Portfolios, not summed
22.5	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	17,959	0.04%	-41,664	Jul 31, 2026	Victory Portfolios III, not summed
23	LU KEH SHEW Insider CIK 1196531 · May 26, 2026 Director, issuer-wide	506,288	1.10%	-51,970	May 26, 2026	Director, issuer-wide
24	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	480,789	1.04%	-101,447	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	315,031	0.68%	-68,400	May 29, 2026	Delaware Group Equity Funds V, not summed
24.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	158,750	0.34%	-31,700	Jun 30, 2026	Delaware VIP Trust, not summed
25	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	460,743	1.00%	+16,203	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	237,611	0.52%	-4,398	Jul 31, 2026	Old Westbury Funds Inc, not summed
25.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	10,620	0.02%	-675	Jul 31, 2026	Old Westbury Funds Inc, not summed
26	Artemis Investment Management LLP 13F CIK 1535385 · Non-US institution · Sep 30, 2026	450,633	0.98%	+99,286	Sep 30, 2026
27	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	443,716	0.96%	+15,546	Jun 30, 2026	carried, not yet filed for the newest quarter
28	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	413,750	0.90%	+189,450	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Oberweis Micro-Cap Fund Fund S000010231 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	399,400	0.87%	+184,100	Jun 30, 2026	OBERWEIS FUNDS, not summed
29	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	378,480	0.82%	+94,245	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,747	0.00%	+98	Jul 31, 2026	BNY Mellon ETF Trust, not summed
30	Harbor Small Cap Value Fund Fund S000000689 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	367,875	0.80%	-13,137	Jul 31, 2026	HARBOR FUNDS, not summed
31	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	358,368	0.78%	+188,902	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	357,679	0.78%	+14,648	Jun 30, 2026	carried, not yet filed for the newest quarter
33	EMERALD ADVISERS, LLC 13F CIK 1015083 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	345,473	0.75%	+164,420	Jun 30, 2026	carried, not yet filed for the newest quarter
34	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	338,980	0.74%	-592,151	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	29,905	0.06%	—	Aug 31, 2026	Goldman Sachs Trust, not summed
34.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	22,345	0.05%	-32,519	Jul 31, 2026	Goldman Sachs Trust, not summed
34.3	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	20,665	0.04%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
34.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	14,620	0.03%	+672	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
34.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	6,306	0.01%	-12,648	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
35	Tributary Capital Management, LLC 13F CIK 1441888 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	328,249	0.71%	-12,978	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	TRIBUTARY SMALL COMPANY FUND Fund S000022139 · Registered fund · Jun 30, 2026 TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed	186,221	0.40%	-7,244	Jun 30, 2026	TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed
35.2	TRIBUTARY SMALL/MID CAP FUND Fund S000059580 · Registered fund · Jun 30, 2026 TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed	7,624	0.02%	-2,188	Jun 30, 2026	TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	323,459	0.70%	+29,430	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	309,016	0.67%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
38	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	308,948	0.67%	-134,175	Jun 30, 2026	carried, not yet filed for the newest quarter
39	FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Fund S000060086 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	283,600	0.62%	+1,900	Jun 30, 2026	Capitol Series Trust, not summed
40	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	246,161	0.53%	-113,977	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	235,822	0.51%	+8,373	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
42	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	233,396	0.51%	-28,803	Jun 30, 2026	carried, not yet filed for the newest quarter
43	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	224,127	0.49%	+1,164	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	89,467	0.19%	+35,136	Jul 31, 2026	Principal Funds, Inc, not summed
43.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	33,852	0.07%	-2,209	Jul 31, 2026	Principal Funds, Inc, not summed
43.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	555	0.00%	-942	Jul 31, 2026	Principal Funds, Inc, not summed
44	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	223,146	0.48%	-110,278	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	94,790	0.21%	-66,920	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
44.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	68,484	0.15%	-5,349	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
44.3	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	29,726	0.06%	-7,731	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
44.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	87	0.00%	+14	Jun 30, 2026	Columbia ETF Trust I, not summed
45	EMERALD MUTUAL FUND ADVISERS TRUST 13F CIK 1352895 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	221,380	0.48%	+107,283	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Emerald Growth Fund Fund S000036390 · Registered fund · Apr 30, 2026 FINANCIAL INVESTORS TRUST, not summed	83,538	0.18%	—	Apr 30, 2026	FINANCIAL INVESTORS TRUST, not summed
46	Calvert Small Cap Fund Fund S000008714 · Registered fund · Jun 30, 2026 Calvert Impact Fund, Inc., not summed	204,306	0.44%	-423,450	Jun 30, 2026	Calvert Impact Fund, Inc., not summed
47	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	195,305	0.42%	-195,502	Jun 30, 2026	carried, not yet filed for the newest quarter
48	GLENMEDE TRUST CO NA 13F CIK 314949 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	180,071	0.39%	-7,458	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	178,514	0.39%	-75,653	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	123,281	0.27%	-59,119	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
49.2	Allspring Disciplined Small Cap Fund Fund S000007342 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	2,187	0.00%	—	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
50	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	172,253	0.37%	-16,119	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,213	0.01%	+1,379	Jun 30, 2026	AQR Funds, not summed
50.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	1,023	0.00%	—	Mar 31, 2026	AQR Funds, not summed

87 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 29002 CUSIP 254543101 13F (30d) 92 filings 90 filers Visit website Investor relations