ESE · Esco Technologies Inc · Shareholders & Ownership

$232.99 -14.54 (-5.87%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$6.41B

25.91M

Volume · Oct 22 290.67K Avg daily vol (3M) 233.59K

Every disclosed holder of ESE 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 ESE

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)	450	25,923,797	100.06%	Yes
Insiders (Forms 3, 4, 5)	10	5,237,104	20.21%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	5,253,334	-20.28%	Negative
Registered funds (N-PORT, not summed)	448	15,703,911	60.62%	No

Shares outstanding: 25,907,567, 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 ESE

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	TBG AG Insider CIK 2142863 · Oct 1, 2026 Director, 10% Owner, issuer-wide	5,100,000	19.69%	—	Oct 1, 2026	Director, 10% Owner, issuer-wide
1.1	TBG AG 13D CIK 2142863 · Unknown · Oct 1, 2026 Item 4 purpose: Control or board seats, Other not summed	5,100,000	19.69%	—	Oct 1, 2026	not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,094,472	15.80%	+117,374	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,560,197	6.02%	+4,880	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	680,247	2.63%	+45,459	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	244,663	0.94%	+32,565	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	232,809	0.90%	+9,385	Jun 30, 2026	iShares Trust, not summed
2.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	48,864	0.19%	+6,593	Jun 30, 2026	Quantitative Master Series LLC, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,587,483	6.13%	+47,419	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,505,723	5.81%	+249,158	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Invesco Ltd. 13G CIK 914208 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,505,723	5.81%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	440,778	1.70%	+18,485	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
4.3	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	285,421	1.10%	+57,927	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
4.4	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	217,323	0.84%	+78,902	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
4.5	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	115,533	0.45%	-8,060	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,168,130	4.51%	+6,386	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,088,666	4.20%	+51,834	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	237,674	0.92%	+3,070	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	147,578	0.57%	+10,985	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S&P Kensho Final Frontiers ETF Fund S000063361 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	24,914	0.10%	+13,564	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	16,998	0.07%	-12,876	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	9,208	0.04%	+180	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	823,252	3.18%	-2,682	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	754,650	2.91%	+121,431	Jun 30, 2026	carried, not yet filed for the newest quarter
9	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	703,524	2.72%	+375,389	Jun 30, 2026	carried, not yet filed for the newest quarter
10	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	662,465	2.56%	-287,647	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
11	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	604,176	2.33%	-32,329	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	153,497	0.59%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	81,134	0.31%	+5,125	Jul 31, 2026	Dimensional ETF Trust, not summed
11.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	46,781	0.18%	+627	Jul 31, 2026	Dimensional ETF Trust, not summed
11.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	44,193	0.17%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	43,587	0.17%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	594,346	2.29%	-2,749	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	548,711	2.12%	+320,133	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	257,716	0.99%	+184,484	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
13.2	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	219,971	0.85%	+84,971	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
13.3	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	138,818	0.54%	+99,155	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
13.4	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	98,760	0.38%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
13.5	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	61,874	0.24%	-20,995	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
14	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	474,911	1.83%	-275,201	Jun 30, 2026	carried, not yet filed for the newest quarter
15	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	461,292	1.78%	-16,395	Sep 30, 2026
15.1	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	161,087	0.62%	+106,484	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
15.2	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	82,672	0.32%	+5,350	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	454,821	1.76%	-11,570	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	45	0.00%	+24	Jul 31, 2026	E Trade Trust, not summed
17	GENEVA CAPITAL MANAGEMENT LLC 13F CIK 1009232 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	449,149	1.73%	-177,347	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Conestoga Capital Advisors, LLC 13F CIK 1163744 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	447,077	1.73%	-94,704	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	CONESTOGA SMALL CAP FUND Fund S000004756 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	277,000	1.07%	-62,875	Jun 30, 2026	Conestoga Funds, not summed
19	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	353,125	1.36%	-273,362	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	203,503	0.79%	-188,751	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
19.2	Neuberger Small Cap Growth Fund Fund S000007839 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	34,018	0.13%	+5,106	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
20	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	343,856	1.33%	-62,404	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	342,329	1.32%	+7,830	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	340,594	1.31%	-32,666	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	AB Small Cap Growth Portfolio Fund S000010309 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	147,714	0.57%	-6,219	Jun 30, 2026	AB CAP FUND, INC., not summed
22.2	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	17,719	0.07%	0	Jun 30, 2026	Bernstein Fund Inc, not summed
22.3	AB Small Cap Growth Portfolio Fund S000010435 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	2,665	0.01%	-332	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
23	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	334,828	1.29%	+327,855	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	247,992	0.96%	—	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
24	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	330,297	1.27%	+26,157	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	156,851	0.61%	0	Jun 30, 2026	Manager Directed Portfolios, not summed
24.2	Hood River New Opportunities Fund Fund S000086255 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	29,131	0.11%	+9,569	Jun 30, 2026	Manager Directed Portfolios, not summed
25	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	313,925	1.21%	-48,760	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	84,935	0.33%	-35,803	Jun 30, 2026	College Retirement Equities Fund, not summed
25.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	79,950	0.31%	-1,590	Jul 31, 2026	TIAA-CREF Funds, not summed
25.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	34,586	0.13%	+3,736	Jul 31, 2026	TIAA-CREF Funds, not summed
25.4	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	24,937	0.10%	+22,646	Jul 31, 2026	NuShares ETF Trust, not summed
25.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	19,664	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
26	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	311,551	1.20%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
27	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	305,227	1.18%	+262,829	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	289,629	1.12%	+32,442	Jul 31, 2026	Fidelity Salem Street Trust, not summed
27.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	133,212	0.51%	-1,859	May 31, 2026	Fidelity Concord Street Trust, not summed
27.3	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	102,360	0.40%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
27.4	Fidelity SAI Small-Mid Cap Momentum Index Fund Fund S000050321 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	79,115	0.31%	+43,429	Jul 31, 2026	Fidelity Salem Street Trust, not summed
27.5	Fidelity Trend Fund Fund S000007496 · Registered fund · Jun 30, 2026 Fidelity Trend Fund, not summed	57,214	0.22%	—	Jun 30, 2026	Fidelity Trend Fund, not summed
28	HAWK RIDGE CAPITAL MANAGEMENT LP 13F CIK 1609074 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	301,500	1.16%	+132,900	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	300,093	1.16%	+19,691	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,402	0.05%	+1,355	Jun 30, 2026	Northern Funds, not summed
29.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,511	0.01%	-100	Jun 30, 2026	Northern Funds, not summed
29.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	790	0.00%	+154	Jul 31, 2026	FlexShares Trust, not summed
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	299,912	1.16%	+1,167	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	124,499	0.48%	-997	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	64,368	0.25%	+7,330	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	27,322	0.11%	-5,761	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	15,862	0.06%	+759	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	14,956	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	297,094	1.15%	+7,921	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	287,995	1.11%	+102,290	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	48,282	0.19%	+12,202	Jun 30, 2026	Driehaus Mutual Funds, not summed
32.2	Driehaus Small/Mid Cap Growth Fund Fund S000068519 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	1,981	0.01%	—	Jun 30, 2026	Driehaus Mutual Funds, not summed
33	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	272,421	1.05%	+181,696	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Columbia Acorn Fund Fund S000009184 · Registered fund · Jun 30, 2026 COLUMBIA ACORN TRUST, not summed	98,592	0.38%	—	Jun 30, 2026	COLUMBIA ACORN TRUST, not summed
33.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	38,657	0.15%	-2,450	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
33.3	Columbia Variable Portfolio - Acorn Fund Fund S000008981 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed	19,125	0.07%	—	Jun 30, 2026	COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed
33.4	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	9,322	0.04%	-856	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
33.5	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	43	0.00%	-1	Jun 30, 2026	Columbia ETF Trust I, not summed
34	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	271,160	1.05%	-20,541	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	13,755	0.05%	-8,110	May 31, 2026	Goldman Sachs Trust, not summed
34.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,316	0.05%	+3,823	May 31, 2026	Goldman Sachs ETF Trust, not summed
34.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	6,366	0.02%	+245	May 31, 2026	Goldman Sachs ETF Trust, not summed
34.4	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	5,032	0.02%	-1,895	Jul 31, 2026	Goldman Sachs Trust, not summed
34.5	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	4,297	0.02%	-3,397	Jul 31, 2026	Goldman Sachs Trust, not summed
35	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	262,164	1.01%	-79,824	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Royce Premier Fund Fund S000009505 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	92,728	0.36%	-29,645	Jun 30, 2026	ROYCE FUND, not summed
35.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	50,534	0.20%	-7,170	Jun 30, 2026	ROYCE FUND, not summed
36	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	256,813	0.99%	-43,940	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	138,909	0.54%	-29,293	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
37	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	254,481	0.98%	-144,807	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	290,922	1.12%	-27,083	May 29, 2026	Delaware Group Equity Funds V, not summed
37.2	Optimum Small-Mid Cap Growth Fund Fund S000002424 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	17,401	0.07%	-1,257	Jun 30, 2026	Optimum Fund Trust, not summed
38	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	238,029	0.92%	+139	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	205,470	0.79%	+5,470	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	186,184	0.72%	+5,708	Jun 30, 2026	carried, not yet filed for the newest quarter
41	EMERALD ADVISERS, LLC 13F CIK 1015083 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	179,798	0.69%	+17,145	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	175,308	0.68%	+5,726	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,094	0.02%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
43	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	163,778	0.63%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
44	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	151,892	0.59%	+2,659	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	90,029	0.35%	+6,392	Jul 31, 2026	Principal Funds, Inc, not summed
44.2	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	24,920	0.10%	+2,352	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
44.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	19,089	0.07%	-1,266	Jul 31, 2026	Principal Funds, Inc, not summed
45	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	146,461	0.57%	-41,293	Jun 30, 2026	carried, not yet filed for the newest quarter
46	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	138,785	0.54%	-23,170	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	137,044	0.53%	+89,789	Jun 30, 2026	carried, not yet filed for the newest quarter
48	JNL/Invesco Small Cap Growth Fund Fund S000001743 · Registered fund · Jun 30, 2026 JNL Series Trust, not summed	133,634	0.52%	+3,134	Jun 30, 2026	JNL Series Trust, not summed
49	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	133,601	0.52%	+4,739	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
50	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	133,270	0.51%	+97,884	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	71,550	0.28%	—	Jun 30, 2026	Putnam Funds Trust, not summed
50.2	Franklin U.S. Small Cap Multifactor Index ETF Fund S000057202 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	1,617	0.01%	-187	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
50.3	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	1,090	0.00%	—	Jun 30, 2026	Putnam Variable Trust, not summed
50.4	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	938	0.00%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
50.5	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	641	0.00%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed

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

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Key facts CIK 866706 CUSIP 296315104 13F (30d) 63 filings 62 filers Visit website Investor relations