ECG · Everus Construction Group, Inc. · Shareholders & Ownership

$94.45 -2.60 (-2.68%)

S&P 600 member Russell 1000 member Rebalance outlook locked

Market Cap

$4.96B

51.06M

Volume · Oct 23 700.97K Avg daily vol (3M) 511.88K

Every disclosed holder of ECG 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 ECG

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)	537	43,369,690	84.93%	Yes
Insiders (Forms 3, 4, 5)	15	287,716	0.56%	Yes
13D/G-only blocks	1	1,332,526	2.61%	Yes
Remaining	—	6,073,904	11.89%	Rest
Registered funds (N-PORT, not summed)	394	23,563,606	46.15%	No

Shares outstanding: 51,063,836, 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 ECG

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	6,593,812	12.91%	+502,887	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	3,074,357	6.02%	+10,966	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	458,680	0.90%	+18,605	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	259,289	0.51%	—	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	209,091	0.41%	+13,864	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	167,621	0.33%	—	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,638,646	5.17%	+57,081	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,304,744	4.51%	+13,819	Jun 30, 2026	carried, not yet filed for the newest quarter
4	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	2,071,641	4.06%	+342,718	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,693,806	3.32%	+76,478	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	468,580	0.92%	+4,920	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	290,663	0.57%	+21,602	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	18,659	0.04%	+600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.4	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	10,137	0.02%	+120	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	1,720	0.00%	—	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,621,259	3.18%	-4,043	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,569,546	3.07%	+612,940	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	773,242	1.51%	+261,383	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
7.2	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	87,771	0.17%	—	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
7.3	Invesco Building & Construction ETF Fund S000003040 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	81,511	0.16%	-26,174	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
7.4	Invesco S&P Spin-Off ETF Fund S000060807 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	61,288	0.12%	+12,358	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
7.5	Invesco Dorsey Wright Industrials Momentum ETF Fund S000013105 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	52,211	0.10%	+2,171	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,455,926	2.85%	+280,236	Jun 30, 2026	carried, not yet filed for the newest quarter
9	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13G CIK 313028 · Registered investment adviser · Dec 31, 2025 Rule 13d-1(b), qualified institution	1,332,526	2.61%	-1,332,482	Dec 31, 2025	Rule 13d-1(b), qualified institution
10	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	1,217,366	2.38%	+20,828	Sep 30, 2026
10.1	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	263,850	0.52%	-769,567	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
10.2	Wasatch Small Cap Growth Fund Fund S000000887 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	183,035	0.36%	-134,974	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
10.3	Wasatch Ultra Growth Fund Fund S000000879 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	51,656	0.10%	-13,598	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
10.4	Wasatch Global Opportunities Fund Fund S000022592 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	13,391	0.03%	-4,861	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
10.5	Wasatch Long/Short Alpha Fund Fund S000073482 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	6,318	0.01%	-4,892	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,171,031	2.29%	-5,048	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,099,806	2.15%	-14,805	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	1,048,171	2.05%	-56,885	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	202,572	0.40%	+2,877	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	159,517	0.31%	+10,447	Jul 31, 2026	Dimensional ETF Trust, not summed
13.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	113,068	0.22%	+6,320	Jul 31, 2026	Dimensional ETF Trust, not summed
13.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	99,232	0.19%	-53,989	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	81,928	0.16%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,028,743	2.01%	+414,431	Jun 30, 2026	carried, not yet filed for the newest quarter
15	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	967,686	1.90%	-313,230	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	50,077	0.10%	+37,456	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
15.2	First Trust US Equity Opportunities ETF Fund S000010977 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	38,393	0.08%	+7,156	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
15.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	31,033	0.06%	-7,499	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
15.4	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	27,655	0.05%	-1,384	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
15.5	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	8,304	0.02%	+320	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
16	Forest Avenue Capital Management LP 13F CIK 1944889 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	826,510	1.62%	+111,225	Jun 30, 2026	carried, not yet filed for the newest quarter
17	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	809,387	1.59%	-300,915	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
18	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	808,959	1.58%	+37,148	Jun 30, 2026	carried, not yet filed for the newest quarter
19	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	753,089	1.47%	-208,094	Jun 30, 2026	carried, not yet filed for the newest quarter
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	746,214	1.46%	+80,928	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	76	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	674,678	1.32%	+345,931	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	614,240	1.20%	+238,151	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Goldman Sachs Large Cap Growth Insights Fund Fund S000009328 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	29,517	0.06%	+21,844	Jul 31, 2026	Goldman Sachs Trust, not summed
22.2	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	13,105	0.03%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
22.3	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	12,625	0.02%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
22.4	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	10,755	0.02%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
22.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	4,730	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	585,298	1.15%	+15,933	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	527,721	1.03%	-148,878	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	AB Small Cap Growth Portfolio Fund S000010309 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	233,835	0.46%	-8,308	Jun 30, 2026	AB CAP FUND, INC., not summed
24.2	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	19,400	0.04%	-7,900	Jun 30, 2026	Bernstein Fund Inc, not summed
24.3	AB Small Cap Growth Portfolio Fund S000010435 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	4,222	0.01%	-1,489	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
25	FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Fund S000060086 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	523,800	1.03%	+16,200	Jun 30, 2026	Capitol Series Trust, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	506,719	0.99%	-39,499	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	245,453	0.48%	-2,667	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	117,131	0.23%	-37,655	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	31,366	0.06%	+1,431	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	29,739	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	25,197	0.05%	-5,943	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	455,361	0.89%	+383,162	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	450,760	0.88%	+450,760	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	176,745	0.35%	-34,600	May 29, 2026	Delaware Group Equity Funds V, not summed
28.2	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	118,184	0.23%	-84,656	Jun 30, 2026	IVY FUNDS, not summed
28.3	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	89,975	0.18%	-12,951	Jun 30, 2026	Delaware VIP Trust, not summed
28.4	Nomura VIP Small Cap Growth Series Fund S000006233 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	22,985	0.05%	-15,157	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
28.5	Optimum Large Cap Growth Fund Fund S000002422 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	12,781	0.03%	—	Jun 30, 2026	Optimum Fund Trust, not summed
29	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	440,285	0.86%	+34,866	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	404,987	0.79%	+26,125	May 31, 2026	GLOBAL X FUNDS, not summed
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	433,853	0.85%	+23,532	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,503	0.00%	+72	Jul 31, 2026	FlexShares Trust, not summed
31	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	401,870	0.79%	-28,678	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	217,440	0.43%	-23,446	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
32	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	397,696	0.78%	-24,010	Jun 30, 2026	carried, not yet filed for the newest quarter
33	US BANCORP \DE\ 13F CIK 36104 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	383,036	0.75%	-9,374	Jun 30, 2026	carried, not yet filed for the newest quarter
34	De Lisle Partners LLP 13F CIK 2011184 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	361,159	0.71%	-6,271	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	360,544	0.71%	-155,225	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	51,902	0.10%	-15,153	Jun 30, 2026	Driehaus Mutual Funds, not summed
35.2	Driehaus Small/Mid Cap Growth Fund Fund S000068519 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	3,817	0.01%	-1,629	Jun 30, 2026	Driehaus Mutual Funds, not summed
36	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	343,681	0.67%	+295,614	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	25,100	0.05%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
36.2	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	15,848	0.03%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
36.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	7,573	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
36.4	T. Rowe Price Mid-Cap Index Fund Fund S000051326 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	4,515	0.01%	+315	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
37	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	334,503	0.66%	-301,504	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	332,471	0.65%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	328,865	0.64%	+11,625	Jun 30, 2026	carried, not yet filed for the newest quarter
40	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	328,183	0.64%	+1,650	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Oberweis Small-Cap Opportunities Fund Fund S000010232 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	289,500	0.57%	0	Jun 30, 2026	OBERWEIS FUNDS, not summed
41	Harbor Small Cap Value Fund Fund S000000689 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	288,095	0.56%	-77,059	Jul 31, 2026	HARBOR FUNDS, not summed
42	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	278,463	0.55%	+2,597	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,809	0.00%	+65	Jul 31, 2026	BNY Mellon ETF Trust, not summed
43	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	270,820	0.53%	+75,267	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	60,593	0.12%	+11,607	Jun 30, 2026	College Retirement Equities Fund, not summed
43.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	47,690	0.09%	+13,800	Jul 31, 2026	TIAA-CREF Funds, not summed
43.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	45,018	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
43.4	Nuveen Quant Mid Cap Growth Fund Fund S000005384 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	34,710	0.07%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
43.5	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	27,615	0.05%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
44	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	248,720	0.49%	+78,928	Jun 30, 2026	carried, not yet filed for the newest quarter
45	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	245,690	0.48%	-1,470	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	LargeCap Growth Fund I Fund S000007077 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	102,222	0.20%	—	Jul 31, 2026	Principal Funds, Inc, not summed
45.2	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	67,172	0.13%	-1,590	Jul 31, 2026	Principal Funds, Inc, not summed
45.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	37,608	0.07%	-2,485	Jul 31, 2026	Principal Funds, Inc, not summed
45.4	LargeCap Growth Account I Fund S000007682 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	11,200	0.02%	—	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
45.5	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	182	0.00%	-568	Jul 31, 2026	Principal Funds, Inc, not summed
46	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	239,733	0.47%	+95,009	Jun 30, 2026	carried, not yet filed for the newest quarter
47	HAWK RIDGE CAPITAL MANAGEMENT LP 13F CIK 1609074 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	237,860	0.47%	+209,860	Jun 30, 2026	carried, not yet filed for the newest quarter
48	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	221,067	0.43%	+221,067	Jun 30, 2026	carried, not yet filed for the newest quarter
49	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	219,076	0.43%	-52,284	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	218,203	0.43%	+48,230	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Gotham Absolute Return Fund Fund S000038174 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	19,627	0.04%	—	Jun 30, 2026	FundVantage Trust, not summed
50.2	Gotham Neutral Fund Fund S000041944 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	3,579	0.01%	—	Jun 30, 2026	FundVantage Trust, not summed
50.3	Gotham Enhanced Return Fund Fund S000040832 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	764	0.00%	—	Jun 30, 2026	FundVantage Trust, not summed

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

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Key facts CIK 2015845 CUSIP 300426103 13F (30d) 91 filings 87 filers Visit website Investor relations