EFOR · Everforth Inc · Shareholders & Ownership

$43.59 +2.59 (+6.32%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.79B

41.00M

Volume · Oct 23 849.03K Avg daily vol (3M) 768.28K

Every disclosed holder of EFOR 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 EFOR

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)	261	43,278,779	105.56%	Yes
Insiders (Forms 3, 4, 5)	16	1,686,563	4.11%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,965,342	-9.67%	Negative
Registered funds (N-PORT, not summed)	293	21,708,456	52.95%	No

Shares outstanding: 41,000,000, 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 EFOR

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	7,461,705	18.20%	+792,558	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	2,470,665	6.03%	-91,618	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,094,079	2.67%	+51,788	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	381,816	0.93%	+20,146	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	351,251	0.86%	-65,645	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Defense Industrials Active ETF Fund S000092375 · Registered fund · Jul 31, 2026 BlackRock ETF Trust, not summed	250,284	0.61%	—	Jul 31, 2026	BlackRock ETF 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	3,289,850	8.02%	+6,204	Jun 30, 2026	carried, not yet filed for the newest quarter
3	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,114,423	5.16%	-416,227	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	400,068	0.98%	+4	Jun 30, 2026	AQR Funds, not summed
3.2	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	125,738	0.31%	+72,558	Jun 30, 2026	AQR Funds, not summed
3.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	64,680	0.16%	-75,996	Jun 30, 2026	AQR Funds, not summed
3.4	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	16,804	0.04%	—	Jun 30, 2026	AQR Funds, not summed
3.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	6,566	0.02%	—	Jun 30, 2026	AQR Funds, not summed
4	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,923,057	4.69%	+1,345,207	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,845,006	4.50%	+102,297	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	375,643	0.92%	-9,657	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	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	209,813	0.51%	-12,324	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	144,558	0.35%	+68,217	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	14,235	0.03%	-300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	12,648	0.03%	+6,651	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,770,787	4.32%	+14,219	Jun 30, 2026	carried, not yet filed for the newest quarter
7	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,626,085	3.97%	-269,038	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	206,306	0.50%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
7.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	195,433	0.48%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	168,130	0.41%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	167,407	0.41%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
7.5	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	159,376	0.39%	-195,276	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,373,422	3.35%	+2,158	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Pathstone Holdings, LLC 13F CIK 2011612 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,280,177	3.12%	+77,944	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,228,711	3.00%	+21,514	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,146,390	2.80%	+254,422	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	152,874	0.37%	+127,251	Jul 31, 2026	Goldman Sachs Trust, not summed
11.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	98,241	0.24%	+91,398	Jul 31, 2026	Goldman Sachs Trust, not summed
11.3	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	21,414	0.05%	+9,846	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
11.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	19,915	0.05%	+266	May 31, 2026	Goldman Sachs ETF Trust, not summed
11.5	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	4,422	0.01%	+2,021	May 31, 2026	Goldman Sachs ETF Trust, not summed
12	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,092,568	2.66%	-6,809	May 31, 2026	VANGUARD WORLD FUND, not summed
13	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	910,800	2.22%	-150,000	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	BARON SMALL CAP FUND Fund S000000584 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	850,000	2.07%	-150,000	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
14	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	896,710	2.19%	+352,172	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	487,609	1.19%	+29,600	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
14.2	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	88,215	0.22%	+23,320	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
14.3	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	63,741	0.16%	—	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
14.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	76	0.00%	+12	Jun 30, 2026	Columbia ETF Trust I, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	892,321	2.18%	-12,537	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	817,919	1.99%	+131,790	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Hotchkis and Wiley Small Cap Value Fund Fund S000006215 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	143,000	0.35%	+9,400	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
16.2	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	56,800	0.14%	-7,600	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
16.3	Hotchkis & Wiley SMID Cap Diversified Value Fund Fund S000091359 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	186	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
17	NEW SOUTH CAPITAL MANAGEMENT INC 13F CIK 1044797 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	792,624	1.93%	+792,624	Jun 30, 2026	carried, not yet filed for the newest quarter
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	768,988	1.88%	+72,562	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	41	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
19	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	711,516	1.74%	+166,933	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	660,144	1.61%	+146,164	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	426,657	1.04%	+68,042	Jun 30, 2026	PIMCO Equity Series, not summed
21	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	584,996	1.43%	+584,996	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Small Cap Equity Portfolio Fund S000006383 · Registered fund · Jul 31, 2026 GLENMEDE FUND INC, not summed	576,315	1.41%	+135,059	Jul 31, 2026	GLENMEDE FUND INC, not summed
23	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	565,851	1.38%	-10,115	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	GLENMEDE TRUST CO NA 13F CIK 314949 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	555,440	1.35%	+345,632	Jun 30, 2026	carried, not yet filed for the newest quarter
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	538,930	1.31%	-40,717	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	204,762	0.50%	-3,135	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	104,195	0.25%	+11,820	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	99,141	0.24%	+8,349	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	58,592	0.14%	+7,642	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	25,480	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	529,793	1.29%	+25,148	Jun 30, 2026	carried, not yet filed for the newest quarter
27	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	512,563	1.25%	+148,500	Jun 30, 2026	carried, not yet filed for the newest quarter
28	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	502,827	1.23%	+167,034	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	489,856	1.19%	+7,978	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	22,387	0.05%	0	Jun 30, 2026	Northern Funds, not summed
29.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	20,975	0.05%	+1,997	Jun 30, 2026	Northern Funds, not summed
29.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,133	0.02%	-175	Jun 30, 2026	Northern Funds, not summed
29.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,686	0.01%	-6,708	Jul 31, 2026	FlexShares Trust, not summed
30	Hanson Theodore S. Insider CIK 1550337 · Apr 24, 2026 Director, CEO, issuer-wide	476,526	1.16%	+51,965	Apr 24, 2026	Director, CEO, issuer-wide
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	470,938	1.15%	-6,354	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	460,838	1.12%	-1,332,880	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	114,543	0.28%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32.2	Invesco S&P SmallCap Information Technology ETF Fund S000028301 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	86,220	0.21%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32.3	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	50,963	0.12%	+877	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	38,736	0.09%	+4,168	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.5	Invesco Nasdaq Free Cash Flow Achievers ETF Fund S000083070 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,543	0.00%	-244	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
33	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	430,000	1.05%	-36,000	Jun 30, 2026	carried, not yet filed for the newest quarter
34	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	425,847	1.04%	+133,668	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Sheridan Edwin A. Insider CIK 1550340 · Mar 13, 2026 Director, issuer-wide	420,683	1.03%	-250,000	Mar 13, 2026	Director, issuer-wide
36	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	369,436	0.90%	+58,949	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Pacer US Small Cap Cash Cows 100 ETF Fund S000055468 · Registered fund · Jul 31, 2026 Pacer Funds Trust, not summed	365,871	0.89%	+56,391	Jul 31, 2026	Pacer Funds Trust, not summed
38	Callaghan Brian J. Insider CIK 1550338 · Apr 27, 2026 Director, issuer-wide	336,648	0.82%	+5,121	Apr 27, 2026	Director, issuer-wide
39	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	330,562	0.81%	+229,608	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	205,170	0.50%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
39.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	54,380	0.13%	+3,388	Jul 31, 2026	TIAA-CREF Funds, not summed
39.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	43,040	0.11%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
39.4	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	37,350	0.09%	—	Jul 31, 2026	NuShares ETF Trust, not summed
39.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,075	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
40	Aristotle Capital Boston, LLC 13F CIK 1633911 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	325,014	0.79%	-24,404	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Edgestream Partners, L.P. 13F CIK 1535061 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	308,870	0.75%	+308,870	Jun 30, 2026	carried, not yet filed for the newest quarter
42	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	283,885	0.69%	-2,472	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	115,202	0.28%	+59,932	Jul 31, 2026	Principal Funds, Inc, not summed
42.2	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	84,772	0.21%	+6,018	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
42.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	30,207	0.07%	-3,356	Jul 31, 2026	Principal Funds, Inc, not summed
43	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	270,082	0.66%	-4,015	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Creative Planning 13F CIK 1540235 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	269,324	0.66%	+223,723	Jun 30, 2026	carried, not yet filed for the newest quarter
45	INTRINSIC EDGE CAPITAL MANAGEMENT LLC 13F CIK 1671754 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	250,000	0.61%	+250,000	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	237,093	0.58%	+18,837	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
47	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	236,189	0.58%	-14,852	Jun 30, 2026	carried, not yet filed for the newest quarter
48	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	217,633	0.53%	+88,139	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	213,980	0.52%	+7,482	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
50	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	213,437	0.52%	+58,661	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	117,576	0.29%	+25,945	Jun 30, 2026	Victory Portfolios II, not summed
50.2	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	85,904	0.21%	+43,334	Jul 31, 2026	Victory Portfolios III, not summed
50.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	4,549	0.01%	+49	Jul 31, 2026	Victory Portfolios III, not summed
50.4	Victory Cornerstone Aggressive Fund Fund S000037226 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	3,609	0.01%	+1,763	May 31, 2026	Victory Portfolios III, not summed

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

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Key facts CIK 890564 CUSIP 00191U102 13F (30d) 50 filings 50 filers Visit website Investor relations