GMED · Globus Medical Inc · Shareholders & Ownership

$78.96 +3.31 (+4.38%) At close · Oct 20

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$10.60B

134.26M

Volume · Oct 20 1.55M Avg daily vol (3M) 1.43M

Every disclosed holder of GMED 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 GMED

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)	605	118,662,176	88.38%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	22,087,897	16.45%	Yes
Remaining	—	6,488,159	-4.83%	Negative
Registered funds (N-PORT, not summed)	480	52,363,474	39.00%	No

Shares outstanding: 134,261,914, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 GMED

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	10,806,724	8.05%	+309,310	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	3,877,935	2.89%	+189,325	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	678,028	0.51%	+266	Jun 30, 2026	iShares Trust, not summed
1.3	iShares U.S. Medical Devices ETF Fund S000009419 · Registered fund · Jun 30, 2026 iShares Trust, not summed	530,636	0.40%	+51,100	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	460,318	0.34%	+30,049	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	250,840	0.19%	-7,272	Jun 30, 2026	iShares Trust, not summed
2	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	8,200,423	6.11%	+577,328	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	187,527	0.14%	+4,757	Jun 30, 2026	Janus Aspen Series, not summed
2.2	Janus Henderson VIT Global Research Portfolio Fund S000010402 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	28,316	0.02%	—	Jun 30, 2026	Janus Aspen Series, not summed
2.3	Janus Henderson VIT Research Portfolio Fund S000010395 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	14,447	0.01%	—	Jun 30, 2026	Janus Aspen Series, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,107,532	3.80%	+74,800	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,994,385	3.72%	+114,926	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,309,771	3.21%	-6,883	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,012,359	0.75%	-928,272	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
5.2	Invesco Value Opportunities Fund Fund S000027840 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	825,032	0.61%	-852,005	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
5.3	Invesco S&P MidCap 400 GARP ETF Fund S000060794 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	118,993	0.09%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
5.4	Invesco Health Care Fund Fund S000000235 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	87,598	0.07%	0	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
5.5	Invesco V.I. American Value Fund Fund S000027881 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	84,978	0.06%	-7,227	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
6	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,279,730	3.19%	+4,279,730	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,714,029	2.77%	+123,657	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	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	574,594	0.43%	+30,383	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	175,269	0.13%	+5,690	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	50,565	0.04%	-11,266	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	39,942	0.03%	+600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF Fund S000012330 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	30,596	0.02%	+3,616	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,595,564	2.68%	+18,428	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Sculptor Capital LP 13F CIK 1054587 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,000,000	2.23%	-58,000	Jun 30, 2026	carried, not yet filed for the newest quarter
10	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,743,850	2.04%	+148,542	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,597,815	1.93%	+851	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,425,491	1.81%	+118,310	Jun 30, 2026	carried, not yet filed for the newest quarter
13	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,380,344	1.77%	+629,512	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	438,920	0.33%	+21,547	Jun 30, 2026	AB TRUST, not summed
13.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	131,725	0.10%	+14,658	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
13.3	AB Global Core Equity Portfolio Fund S000047073 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	100,757	0.08%	—	Jun 30, 2026	AB CAP FUND, INC., not summed
13.4	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	91,395	0.07%	-1,920	Jun 30, 2026	AB CAP FUND, INC., not summed
13.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	4,427	0.00%	+650	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,369,310	1.76%	+599,413	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	388,193	0.29%	+303,251	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	284,148	0.21%	+193,351	Jul 31, 2026	Dimensional ETF Trust, not summed
14.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	255,914	0.19%	+92,210	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	245,718	0.18%	+45,865	Jul 31, 2026	Dimensional ETF Trust, not summed
14.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	205,429	0.15%	+17,276	Jul 31, 2026	Dimensional ETF Trust, not summed
15	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	2,207,141	1.64%	0	Jun 30, 2026	Janus Investment Fund, not summed
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,153,014	1.60%	+40,890	Jun 30, 2026	carried, not yet filed for the newest quarter
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,781,608	1.33%	+649,446	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	166,434	0.12%	+12,010	May 31, 2026	Goldman Sachs Trust, not summed
17.2	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	47,949	0.04%	+20,486	Jul 31, 2026	Goldman Sachs Trust, not summed
17.3	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	46,856	0.03%	-1,989	May 31, 2026	Goldman Sachs Trust, not summed
17.4	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	25,620	0.02%	+13,159	Jul 31, 2026	Goldman Sachs Trust, not summed
17.5	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	25,526	0.02%	+5,530	May 31, 2026	Goldman Sachs Trust, not summed
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,716,621	1.28%	+803,716	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,573,361	1.17%	+318,451	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,571,681	1.17%	+1,143,641	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Allspring Special Mid Cap Value Fund Fund S000007349 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	1,234,495	0.92%	—	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
20.2	Allspring Disciplined U.S. Core Fund Fund S000029104 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	20,462	0.02%	+4,073	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
20.3	Allspring Disciplined Large Cap Portfolio Fund S000061896 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	6,742	0.01%	+2,089	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
21	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,554,990	1.16%	+1,554,990	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,496,500	1.11%	+42,565	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	JPMorgan Mid Cap Value Fund Fund S000004475 · Registered fund · Jun 30, 2026 J.P. Morgan Fleming Mutual Fund Group, Inc., not summed	1,475,978	1.10%	+85,816	Jun 30, 2026	J.P. Morgan Fleming Mutual Fund Group, Inc., not summed
24	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,453,206	1.08%	-41,517	Jun 30, 2026	carried, not yet filed for the newest quarter
25	GENEVA CAPITAL MANAGEMENT LLC 13F CIK 1009232 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,417,067	1.06%	-343,904	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,299,484	0.97%	+55,812	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,284,896	0.96%	-724,867	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	136,495	0.10%	-81,000	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
27.2	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	135,403	0.10%	-45,200	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
27.3	William Blair Small-Mid Cap Value Fund Fund S000080810 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	682	0.00%	0	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
27.4	William Blair Mid Cap Value Fund Fund S000075391 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	430	0.00%	+6	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,246,322	0.93%	+2,707	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	535,955	0.40%	-4,742	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	300,905	0.22%	+75	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	130,279	0.10%	-5,436	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	68,073	0.05%	+2,768	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	66,107	0.05%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,219,098	0.91%	+672,003	Jun 30, 2026	carried, not yet filed for the newest quarter
30	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,127,051	0.84%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
31	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,114,484	0.83%	+12,916	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Janus Henderson Triton Fund Fund S000010485 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	1,111,347	0.83%	+18,142	Jun 30, 2026	Janus Investment Fund, not summed
33	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,094,753	0.82%	+34,253	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	202	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
34	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,072,476	0.80%	-59,802	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Disciplined Value Mid Cap Fund Fund S000028882 · Registered fund · Jun 30, 2026 John Hancock Funds III, not summed	1,030,725	0.77%	—	Jun 30, 2026	John Hancock Funds III, not summed
34.2	Small Cap Core Fund Fund S000043450 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	332,205	0.25%	+122,742	Jul 31, 2026	John Hancock Investment Trust, not summed
34.3	John Hancock Multifactor Mid Cap ETF Fund S000050079 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	96,887	0.07%	+5,845	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
34.4	John Hancock Multifactor Large Cap ETF Fund S000050077 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	2,044	0.00%	+24	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
35	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,027,808	0.77%	-117,732	Jun 30, 2026	carried, not yet filed for the newest quarter
36	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	996,617	0.74%	+668,625	Jun 30, 2026	carried, not yet filed for the newest quarter
37	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	951,956	0.71%	+351,791	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	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	361,777	0.27%	+24,447	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
37.2	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	110,240	0.08%	+85,765	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
37.3	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	44,465	0.03%	+15,057	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
37.4	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	17,173	0.01%	+2,132	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
37.5	T. Rowe Price Mid-Cap Index Fund Fund S000051326 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	9,939	0.01%	+619	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
38	Madison Avenue Partners, LP 13F CIK 1801265 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	935,216	0.70%	+217,740	Jun 30, 2026	carried, not yet filed for the newest quarter
39	ANTIPODES PARTNERS Ltd 13F CIK 1652442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	905,984	0.67%	+8,377	Jun 30, 2026	carried, not yet filed for the newest quarter
40	PARADIGM CAPITAL MANAGEMENT INC/NY 13F CIK 1037792 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	886,499	0.66%	+64,200	Jun 30, 2026	carried, not yet filed for the newest quarter
41	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	880,633	0.66%	+17,900	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	73,650	0.05%	+3,609	Jun 30, 2026	Northern Funds, not summed
41.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,476	0.00%	-682	Jul 31, 2026	FlexShares Trust, not summed
42	Global Alpha Capital Management Ltd. 13F CIK 1584691 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	856,616	0.64%	+162,172	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Vestal Point Capital, LP 13F CIK 1974915 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	850,000	0.63%	+239,480	Jun 30, 2026	carried, not yet filed for the newest quarter
44	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	834,191	0.62%	+291,079	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	775,328	0.58%	+32,777	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	22,533	0.02%	+854	Jul 31, 2026	BNY Mellon ETF Trust, not summed
46	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	768,051	0.57%	+167,595	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	574,565	0.43%	-8,193	May 31, 2026	Fidelity Concord Street Trust, not summed
46.2	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	472,120	0.35%	+98,229	May 31, 2026	Fidelity Rutland Square Trust II, not summed
46.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	424,721	0.32%	+9,371	Jul 31, 2026	Fidelity Salem Street Trust, not summed
46.4	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	258,800	0.19%	—	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
46.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	210,584	0.16%	+2,397	May 31, 2026	Fidelity Concord Street Trust, not summed
47	Janus Henderson Global Life Sciences Fund Fund S000010494 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	744,421	0.55%	-4,183	Jun 30, 2026	Janus Investment Fund, not summed
48	FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Fund S000060086 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	738,600	0.55%	+24,800	Jun 30, 2026	Capitol Series Trust, not summed
49	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	737,113	0.55%	+39,541	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	723,451	0.54%	+8,750	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 1237831 CUSIP 379577208 13F (30d) 100 filings 91 filers Visit website Investor relations