GTM · ZoomInfo Technologies Inc. · Shareholders & Ownership

$4.35 +0.04 (+0.93%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.27B

291.11M

Volume · Oct 23 3.01M Avg daily vol (3M) 5.8M

Every disclosed holder of GTM 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 GTM

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)	336	262,677,611	90.23%	Yes
Insiders (Forms 3, 4, 5)	16	35,054,830	12.04%	Yes
13D/G-only blocks	5	55,804,583	19.17%	Yes
Remaining	—	62,426,978	-21.44%	Negative
Registered funds (N-PORT, not summed)	251	103,391,645	35.52%	No

Shares outstanding: 291,110,046, 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 GTM

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	41,915,944	14.40%	+9,072,391	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	38,673,337	13.28%	+7,206,604	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	15,628,664	5.37%	-493,603	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,321,428	2.17%	—	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,292,052	0.79%	—	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,357,718	0.47%	+18,793	Jun 30, 2026	iShares Trust, not summed
2	Ahmet H. Okumus 13G CIK 1127685 · Holding company · Jan 12, 2026 Rule 13d-1(c), passive investor	21,605,149	7.42%	—	Jan 12, 2026	Rule 13d-1(c), passive investor
3	Schuck Henry Insider CIK 1813217 · Oct 1, 2026 Director, Chief Executive Officer, issuer-wide	17,439,348	5.99%	+9,189	Oct 1, 2026	Director, Chief Executive Officer, issuer-wide
3.1	Schuck Henry 13G CIK 1813217 · Unknown · Dec 31, 2024 Rule 13d-1(d), exempt investor, not summed	28,844,952	9.91%	+1,805,702	Dec 31, 2024	Rule 13d-1(d), exempt investor, not summed
4	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,341,468	5.61%	+6,878,262	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	16,341,468	5.61%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	583,127	0.20%	—	Jun 30, 2026	AQR Funds, not summed
5	Brown Kirk Norman Insider CIK 1814058 · Mar 3, 2025 10% Owner, issuer-wide	15,054,161	5.17%	-700	Mar 3, 2025	10% Owner, issuer-wide
6	Stier Jennifer 13D CIK 1799787 · Unknown · Jun 12, 2026 Item 4 purpose: Passive investment	14,479,835	4.97%	0	Jun 12, 2026
7	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,540,534	4.65%	-1,560,141	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	13,540,534	4.65%	-1,560,141	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	3,508,308	1.21%	-482,431	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.3	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,635,782	0.56%	+86,275	Jul 31, 2026	Dimensional ETF Trust, not summed
7.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,379,465	0.47%	-527,070	Jul 31, 2026	Dimensional ETF Trust, not summed
7.5	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	684,707	0.24%	-1,584,800	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,886,295	4.43%	-75,867	Jun 30, 2026	carried, not yet filed for the newest quarter
9	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,827,919	4.41%	+581,357	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	161,800	0.06%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
9.2	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	36,600	0.01%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
9.3	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	26,800	0.01%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
10	Carlyle Group Inc. 13G CIK 1527166 · Registered investment adviser · Sep 30, 2024 Rule 13d-1(d), exempt investor	11,665,307	4.01%	-23,579,167	Sep 30, 2024	Rule 13d-1(d), exempt investor
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,248,736	3.86%	+2,100,170	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	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	2,373,273	0.82%	-51,558	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.2	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	900,107	0.31%	+78,090	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.3	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	607,499	0.21%	+18,724	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	85,700	0.03%	-7,500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11.5	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	54,879	0.02%	+722	Jun 30, 2026	SPDR SERIES TRUST, not summed
12	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,420,138	3.58%	-335,061	Jun 30, 2026	carried, not yet filed for the newest quarter
13	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,106,774	2.78%	+943,449	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,437,900	2.56%	+2,011,496	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,993,025	2.40%	-308,956	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,882,728	2.36%	-9,061,469	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Select Software and IT Services Portfolio Fund S000007483 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	9,273,069	3.19%	-111,600	May 31, 2026	Fidelity Select Portfolios, not summed
16.2	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,882,728	2.36%	-9,061,469	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
16.3	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	2,695,120	0.93%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
16.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,413,069	0.49%	-22,995	May 31, 2026	Fidelity Concord Street Trust, not summed
16.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	515,870	0.18%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
17	Dragoneer Investment Group, LLC 13G CIK 1602189 · Registered investment adviser · Dec 31, 2024 Rule 13d-1(b), qualified institution	6,323,331	2.17%	-15,796,734	Dec 31, 2024	Rule 13d-1(b), qualified institution
18	RPD Fund Management LLC 13F CIK 1832568 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,131,391	2.11%	-11,067,718	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	RPD Fund Management LLC 13G CIK 1832568 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,006,502	2.41%	-10,192,607	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
19	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,876,526	2.02%	+5,141,209	Jun 30, 2026	carried, not yet filed for the newest quarter
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,572,615	1.91%	+1,197,249	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	206	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,384,638	1.85%	+2,747,295	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	10,937	0.00%	+4,247	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
21.2	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	3,562	0.00%	-234	May 31, 2026	Goldman Sachs ETF Trust, not summed
22	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,064,557	1.74%	-221,918	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,996,717	1.72%	+4,182,385	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	1,488,626	0.51%	+1,024,244	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
23.2	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	407,856	0.14%	+261,674	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
23.3	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	70,534	0.02%	+47,937	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
24	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,844,725	1.66%	+3,339,833	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Gotham Neutral Fund Fund S000041944 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	11,084	0.00%	—	Jun 30, 2026	FundVantage Trust, not summed
25	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,324,554	1.49%	+3,103,513	Jun 30, 2026	carried, not yet filed for the newest quarter
26	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,000,000	1.37%	-750,000	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Cerity Partners LLC 13F CIK 1566475 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,934,850	1.35%	+3,120,796	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,296,959	1.13%	+1,902,440	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	VictoryShares Small Cap Free Cash Flow ETF Fund S000080690 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	2,232,193	0.77%	+1,509,257	Jun 30, 2026	Victory Portfolios II, not summed
28.2	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	1,026,790	0.35%	+435,668	Jun 30, 2026	Victory Portfolios II, not summed
28.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	26,634	0.01%	-763	Jul 31, 2026	Victory Portfolios III, not summed
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,251,111	1.12%	+511,945	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,293,526	0.44%	-40,093	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	748,816	0.26%	+132,817	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	596,104	0.20%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.4	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	324,614	0.11%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	259,451	0.09%	+60,453	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,211,172	1.10%	-151,701	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,980,379	1.02%	-11,306	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,726,531	0.94%	+955,330	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	124,806	0.04%	—	Jun 30, 2026	Northern Funds, not summed
32.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	103,496	0.04%	+48,879	Jun 30, 2026	Northern Funds, not summed
32.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	8,216	0.00%	-42,296	Jul 31, 2026	FlexShares Trust, not summed
33	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,391,957	0.82%	+799,365	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,356,025	0.81%	-1,521,640	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Pacer US Small Cap Cash Cows 100 ETF Fund S000055468 · Registered fund · Jul 31, 2026 Pacer Funds Trust, not summed	2,301,984	0.79%	+138,125	Jul 31, 2026	Pacer Funds Trust, not summed
36	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,273,890	0.78%	+429,599	Jun 30, 2026	carried, not yet filed for the newest quarter
37	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,034,854	0.70%	-7,066,005	Jun 30, 2026	carried, not yet filed for the newest quarter
38	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,930,210	0.66%	+1,679,995	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,879,052	0.65%	+254,869	Jun 30, 2026	carried, not yet filed for the newest quarter
40	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,797,135	0.62%	+214,627	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,761,510	0.61%	+340,378	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	644,541	0.22%	+58,900	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
41.2	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	255,988	0.09%	+53,728	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
41.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	220,756	0.08%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
41.4	Invesco Russell 1000 Equal Weight ETF Fund S000047524 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	82,503	0.03%	+34,425	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
41.5	Invesco S&P SmallCap Utilities & Communication Services ETF Fund S000028295 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	46,287	0.02%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
42	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Sep 30, 2024 Rule 13d-1(b), qualified institution	1,730,961	0.59%	-24,063,575	Sep 30, 2024	Rule 13d-1(b), qualified institution
43	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,719,156	0.59%	-179,795	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,694,578	0.58%	+36,953	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,548,057	0.53%	+1,533,080	Jun 30, 2026	carried, not yet filed for the newest quarter
46	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,546,997	0.53%	+1,546,997	Jun 30, 2026	carried, not yet filed for the newest quarter
47	BW Gestao de Investimentos Ltda. 13F CIK 1568280 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,399,267	0.48%	+1,399,267	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Sep 30, 2026	1,390,451	0.48%	+226,857	Sep 30, 2026
49	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,253,147	0.43%	-48,223	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	191,084	0.07%	-20,092	Jul 31, 2026	Principal Funds, Inc, not summed
49.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	16,307	0.01%	—	Jul 31, 2026	Principal Funds, Inc, not summed
50	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,183,552	0.41%	-2,041,412	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,171,252	0.40%	-2,041,412	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
50.2	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	12,300	0.00%	0	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed

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

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1794515 CUSIP 98980F104 13F (30d) 50 filings 49 filers Visit website Investor relations