ENS · EnerSys · Shareholders & Ownership

$171.17 +2.12 (+1.25%)

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$6.10B

36.07M

Volume · Oct 20 284.45K Avg daily vol (3M) 532.29K

Every disclosed holder of ENS 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 ENS

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)	552	36,749,084	101.90%	Yes
Insiders (Forms 3, 4, 5)	16	570,164	1.58%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,254,024	-3.48%	Negative
Registered funds (N-PORT, not summed)	501	17,849,716	49.49%	No

Shares outstanding: 36,065,224, 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 ENS

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	5,223,912	14.48%	+147,709	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,261,109	3.50%	+40,980	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	955,933	2.65%	+55,883	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	321,046	0.89%	+303,784	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	220,535	0.61%	-3,191	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	132,337	0.37%	-30,662	May 29, 2026	BlackRock Funds, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,346,138	6.51%	-29,625	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	1,648,383	4.57%	-5,617	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	1,514,758	4.20%	+43,542	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	186,520	0.52%	+6,319	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	57,176	0.16%	+1,240	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	12,641	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.4	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	8,609	0.02%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	4,541	0.01%	-219	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
5	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,233,243	3.42%	-277,598	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	172,200	0.48%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	165,875	0.46%	-60,545	Jul 31, 2026	Dimensional ETF Trust, not summed
5.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	149,484	0.41%	-92,960	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	118,185	0.33%	+1,850	Jul 31, 2026	Dimensional ETF Trust, not summed
5.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	65,693	0.18%	+105	Jul 31, 2026	Dimensional ETF Trust, not summed
6	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,207,260	3.35%	+48,722	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Invesco S&P MidCap Momentum ETF Fund S000003056 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	378,536	1.05%	+46,739	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
6.2	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	371,496	1.03%	-205,468	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
6.3	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	85,552	0.24%	—	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
6.4	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	58,761	0.16%	0	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
6.5	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	47,548	0.13%	—	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,158,705	3.21%	-16,548	Jun 30, 2026	VANGUARD INDEX 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	1,117,453	3.10%	+154,867	Jun 30, 2026	carried, not yet filed for the newest quarter
9	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	942,145	2.61%	+827,600	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	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	283,276	0.79%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
9.2	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	203,194	0.56%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
9.3	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	144,370	0.40%	-148,497	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
9.4	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	50,944	0.14%	+17,219	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
9.5	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	29,422	0.08%	+1,776	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
10	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	905,348	2.51%	+13,501	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	88,893	0.25%	-1	Jun 30, 2026	AQR Funds, not summed
10.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	37,141	0.10%	-2	Jun 30, 2026	AQR Funds, not summed
10.3	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	19,203	0.05%	+333	Jun 30, 2026	AQR Funds, not summed
10.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	5,785	0.02%	+238	Jun 30, 2026	AQR Funds, not summed
10.5	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	5,624	0.02%	0	Jun 30, 2026	AQR Funds, not summed
11	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	896,981	2.49%	-48,584	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	837,751	2.32%	-11,901	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	827,150	2.29%	-60,257	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	First Trust NASDAQ Clean Edge Green Energy Index Fund Fund S000015169 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	90,448	0.25%	+12,586	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
13.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	49,057	0.14%	-7,872	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
13.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	22,026	0.06%	-4,160	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
13.4	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	19,628	0.05%	-107	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
13.5	FT Energy Income Partners Enhanced Income ETF Fund S000083823 · Registered fund · May 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	15,480	0.04%	-14,680	May 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
14	NEW SOUTH CAPITAL MANAGEMENT INC 13F CIK 1044797 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	733,708	2.03%	-51,453	Jun 30, 2026	carried, not yet filed for the newest quarter
15	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	631,500	1.75%	-87,649	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	47,800	0.13%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
15.2	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	21,900	0.06%	-14,829	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
16	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	622,371	1.73%	-117,369	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
17	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	542,924	1.51%	-5,068	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	113,240	0.31%	—	Jun 30, 2026	Putnam Funds Trust, not summed
17.2	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	106,564	0.30%	-262,641	Jul 31, 2026	Franklin Value Investors Trust, not summed
17.3	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	57,479	0.16%	-34,598	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
17.4	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	5,452	0.02%	-588	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
17.5	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	3,722	0.01%	-406	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	530,522	1.47%	-10,574	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	514,640	1.43%	-36,405	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	154,707	0.43%	-15,500	Jul 31, 2026	Principal Funds, Inc, not summed
19.2	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	59,501	0.17%	+5,099	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
19.3	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	14,109	0.04%	-1,100	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
19.4	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	14,089	0.04%	-9	Jul 31, 2026	Principal Funds, Inc, not summed
19.5	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	3,001	0.01%	+2,876	Jul 31, 2026	Principal Funds, Inc, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	510,918	1.42%	+5,363	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	29,700	0.08%	-9,185	Jun 30, 2026	Northern Funds, not summed
20.2	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	23,953	0.07%	+959	Jun 30, 2026	Northern Funds, not summed
20.3	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	18,822	0.05%	+1,693	Jun 30, 2026	Northern Funds, not summed
20.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,138	0.01%	-146	Jun 30, 2026	Northern Funds, not summed
20.5	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,738	0.00%	-5,192	Jul 31, 2026	FlexShares Trust, not summed
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	509,812	1.41%	-35,896	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	177,121	0.49%	-2,169	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	147,177	0.41%	-32,375	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	90,447	0.25%	+9,765	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	35,355	0.10%	-3,824	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.5	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	29,926	0.08%	-2,545	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	488,201	1.35%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	449,930	1.25%	-61,196	Jun 30, 2026	carried, not yet filed for the newest quarter
24	PARADIGM CAPITAL MANAGEMENT INC/NY 13F CIK 1037792 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	437,300	1.21%	-4,600	Jun 30, 2026	carried, not yet filed for the newest quarter
25	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	435,066	1.21%	+129,522	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	10,804	0.03%	+1,032	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	422,429	1.17%	+11,105	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	386,902	1.07%	-16,265	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	384,151	1.07%	+146,046	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	108,010	0.30%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
28.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	66,610	0.18%	+21,510	Jun 30, 2026	College Retirement Equities Fund, not summed
28.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	48,601	0.13%	+4,471	Jul 31, 2026	TIAA-CREF Funds, not summed
28.4	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	37,752	0.10%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
28.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	34,041	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
29	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	362,239	1.00%	-97,265	Jun 30, 2026	carried, not yet filed for the newest quarter
30	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	359,481	1.00%	+20,627	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,292	0.03%	+1,698	May 31, 2026	Goldman Sachs ETF Trust, not summed
30.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	3,701	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
30.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	2,172	0.01%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
30.4	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	2,036	0.01%	-547	Jul 31, 2026	Goldman Sachs Trust II, not summed
30.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,766	0.00%	+213	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
31	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	347,767	0.96%	+92,393	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	407,001	1.13%	+43,280	Jul 31, 2026	Fidelity Salem Street Trust, not summed
31.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	190,030	0.53%	-2,581	May 31, 2026	Fidelity Concord Street Trust, not summed
31.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	189,253	0.52%	+10,845	Jun 30, 2026	Fidelity Covington Trust, not summed
31.4	Fidelity SAI Small-Mid Cap Momentum Index Fund Fund S000050321 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	112,583	0.31%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
31.5	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	81,360	0.23%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
32	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	326,150	0.90%	-35,226	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
33	Harbor Small Cap Value Fund Fund S000000689 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	309,853	0.86%	-11,065	Jul 31, 2026	HARBOR FUNDS, not summed
34	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	302,855	0.84%	-17,430	Jun 30, 2026	carried, not yet filed for the newest quarter
35	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	300,972	0.83%	-14,034	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	79	0.00%	+35	Jul 31, 2026	E Trade Trust, not summed
36	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	296,758	0.82%	-13,952	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,397	0.00%	+70	Jul 31, 2026	BNY Mellon ETF Trust, not summed
37	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	294,787	0.82%	-254,377	Jun 30, 2026	carried, not yet filed for the newest quarter
38	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	292,588	0.81%	-56,978	Jun 30, 2026	carried, not yet filed for the newest quarter
39	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	290,958	0.81%	+166,849	Jun 30, 2026	carried, not yet filed for the newest quarter
40	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	287,470	0.80%	-57,833	Jun 30, 2026	carried, not yet filed for the newest quarter
41	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	283,524	0.79%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
41.1	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	6,077	0.02%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
42	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	264,760	0.73%	-43,265	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Global X Lithium and Battery Tech ETF Fund S000029441 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	179,714	0.50%	-67,813	Jul 31, 2026	GLOBAL X FUNDS, not summed
42.2	Global X Autonomous & Electric Vehicles ETF Fund S000061415 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	24,839	0.07%	+1,169	May 31, 2026	GLOBAL X FUNDS, not summed
42.3	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	17,831	0.05%	+1,877	Jul 31, 2026	GLOBAL X FUNDS, not summed
42.4	Global X U.S. Electrification ETF Fund S000089023 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	16,756	0.05%	+730	Jul 31, 2026	GLOBAL X FUNDS, not summed
43	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	262,517	0.73%	+22,642	Jun 30, 2026	carried, not yet filed for the newest quarter
44	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	257,812	0.71%	+54,204	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	237,127	0.66%	-1,398	May 31, 2026	American Century ETF Trust, not summed
46	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	215,657	0.60%	+64,029	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	205,531	0.57%	+205,531	Jun 30, 2026	carried, not yet filed for the newest quarter
48	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	200,000	0.55%	—	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
49	Hill City Capital, LP 13F CIK 1837343 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	190,000	0.53%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	188,981	0.52%	+3,937	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed

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

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Key facts CIK 1289308 CUSIP 29275Y102 13F (30d) 55 filings 54 filers Visit website Investor relations