HAE · Haemonetics Corp · Shareholders & Ownership

$119.09 +0.36 (+0.30%)

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.40B

45.50M

Volume · Oct 19 392.26K Avg daily vol (3M) 726.28K

Every disclosed holder of HAE 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 HAE

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)	331	49,661,481	109.15%	Yes
Insiders (Forms 3, 4, 5)	16	854,805	1.88%	Yes
13D/G-only blocks	3	9,837,555	21.62%	Yes
Remaining	—	14,856,790	-32.65%	Negative
Registered funds (N-PORT, not summed)	376	22,841,381	50.20%	No

Shares outstanding: 45,497,051, 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 HAE

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. 13G CIK 1364742 · Unknown · Dec 31, 2023 Rule 13d-1(b), qualified institution	6,056,881	13.31%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,909,258	12.99%	+289,279	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,588,817	3.49%	+50,222	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,226,767	2.70%	+78,298	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	410,879	0.90%	+26,971	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	166,511	0.37%	-2,899	Jun 30, 2026	iShares Trust, not summed
2.5	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	93,542	0.21%	-1,736	Jun 30, 2026	iShares Trust, not summed
3	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,179,443	9.19%	+618,525	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	1,491,533	3.28%	+202,506	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
3.2	Neuberger Intrinsic Value Fund Fund S000028676 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	364,147	0.80%	-279	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
3.3	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	61,981	0.14%	+14,867	May 31, 2026	Neuberger Berman ETF Trust, not summed
3.4	Mid Cap Intrinsic Value Portfolio Fund S000008201 · Registered fund · Jun 30, 2026 NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed	19,862	0.04%	0	Jun 30, 2026	NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed
3.5	Neuberger Mid Cap Intrinsic Value Fund Fund S000007846 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	9,610	0.02%	-101	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,546,394	5.60%	-12,922	Jun 30, 2026	carried, not yet filed for the newest quarter
5	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,266,489	4.98%	-1,090,054	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,266,489	4.98%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2025 Rule 13d-1(b), qualified institution	2,203,351	4.84%	-485,135	Jun 30, 2025	Rule 13d-1(b), qualified institution
7	ARIEL INVESTMENTS, LLC 13F CIK 936753 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,060,966	4.53%	+2,060,966	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Ariel Fund Fund S000005024 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	573,665	1.26%	—	Jun 30, 2026	Ariel Investment Trust, not summed
7.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	222,776	0.49%	-4,968	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
7.3	Ariel Appreciation Fund Fund S000005025 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	195,810	0.43%	—	Jun 30, 2026	Ariel Investment Trust, not summed
7.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	126,817	0.28%	-3,221	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
7.5	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	114,753	0.25%	+11,690	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,059,578	4.53%	-30,811	Jun 30, 2026	carried, not yet filed for the newest quarter
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,818,186	4.00%	+45,288	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	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	235,216	0.52%	+7,977	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.2	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	43,093	0.09%	+592	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF Fund S000012330 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	31,395	0.07%	-7,402	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.4	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	28,326	0.06%	-99	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	16,093	0.04%	-100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,585,222	3.48%	+259,165	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	202,247	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	173,703	0.38%	+68,502	Jul 31, 2026	Dimensional ETF Trust, not summed
10.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	161,715	0.36%	+38,923	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	156,908	0.34%	+1,304	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	150,472	0.33%	-9,265	Jul 31, 2026	Dimensional ETF Trust, not summed
11	Capital Research Global Investors 13G CIK 1422848 · Investment adviser · Mar 31, 2025 Rule 13d-1(b), qualified institution	1,577,323	3.47%	—	Mar 31, 2025	Rule 13d-1(b), qualified institution
12	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,510,120	3.32%	+1,251,967	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,441,654	3.17%	-45,721	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,287,240	2.83%	+68,262	Jun 30, 2026	carried, not yet filed for the newest quarter
15	River Road Asset Management, LLC 13F CIK 1341401 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,285,602	2.83%	-42,387	Jun 30, 2026	carried, not yet filed for the newest quarter
16	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,155,351	2.54%	-227,653	Jun 30, 2026	carried, not yet filed for the newest quarter
17	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,101,371	2.42%	+504,216	Jun 30, 2026	carried, not yet filed for the newest quarter
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,046,019	2.30%	+93,199	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	35,168	0.08%	—	Jun 30, 2026	Goldman Sachs Trust, not summed
18.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	33,324	0.07%	-3,320	Jul 31, 2026	Goldman Sachs Trust, not summed
18.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	21,359	0.05%	-2,585	Jul 31, 2026	Goldman Sachs Trust, not summed
18.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	7,753	0.02%	-1,418	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
18.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	7,540	0.02%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
19	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,041,356	2.29%	-31,306	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	983,378	2.16%	+456,761	Jun 30, 2026	carried, not yet filed for the newest quarter
21	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	780,248	1.71%	-77,717	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	765,120	1.68%	-125,104	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	432,331	0.95%	-98,800	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
22.2	Allspring Common Stock Fund Fund S000007339 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	148,810	0.33%	+45,865	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
23	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	636,797	1.40%	+216,522	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	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	288,927	0.64%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
23.2	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	282,939	0.62%	—	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
23.3	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	7,115	0.02%	+1,508	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
23.4	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	6,774	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
24	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	631,663	1.39%	+272,781	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	DWS Small Cap Growth Fund Fund S000031150 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	13,754	0.03%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
24.2	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	7,319	0.02%	+747	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
24.3	DWS Small Mid Cap Growth VIP Fund S000006260 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES II, not summed	1,353	0.00%	0	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES II, not summed
24.4	Xtrackers S&P MidCap 400 Scored & Screened ETF Fund S000070348 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	63	0.00%	-18	May 29, 2026	DBX ETF Trust, not summed
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	631,542	1.39%	+52,236	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Touchstone Strategic Trust-Touchstone Small Company Fund Fund S000059011 · Registered fund · Jun 30, 2026 Touchstone Strategic Trust, not summed	614,824	1.35%	+1,864	Jun 30, 2026	Touchstone Strategic Trust, not summed
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	591,423	1.30%	+19,323	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	585,148	1.29%	+83,263	Jun 30, 2026	carried, not yet filed for the newest quarter
29	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	570,413	1.25%	+560,629	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	550,195	1.21%	+545,673	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	533,213	1.17%	+14,102	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	493,796	1.09%	+2,049	Jun 30, 2026	carried, not yet filed for the newest quarter
33	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	466,149	1.02%	+172,710	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	27	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
34	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	453,579	1.00%	+418,470	Sep 30, 2026
35	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13F CIK 1009016 · Unknown · Sep 30, 2026	450,936	0.99%	-379,989	Sep 30, 2026
36	Simon, Christopher Insider CIK 1674993 · May 15, 2026 Director, President & CEO, issuer-wide	444,704	0.98%	+69,160	May 15, 2026	Director, President & CEO, issuer-wide
37	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	444,351	0.98%	-67,832	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	405,892	0.89%	-150,787	Jun 30, 2026	carried, not yet filed for the newest quarter
39	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	357,553	0.79%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
39.1	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	70,244	0.15%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
39.2	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	2,466	0.01%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
40	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	347,479	0.76%	-53,438	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Franklin Small Cap Growth Fund Fund S000006889 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	309,605	0.68%	-5,760	Jul 31, 2026	Franklin Strategic Series, not summed
40.2	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	2,458	0.01%	+253	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
40.3	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	1,699	0.00%	+173	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
40.4	Franklin Small Cap Enhanced ETF Fund S000097279 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	1,453	0.00%	-178	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
40.5	Putnam Dynamic Asset Allocation Conservative Fund Fund S000000779 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	266	0.00%	+27	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
41	North Peak Capital Management, LLC 13F CIK 1747888 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	343,077	0.75%	-655,876	Jun 30, 2026	carried, not yet filed for the newest quarter
42	LONDON CO OF VIRGINIA 13F CIK 1259887 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	340,574	0.75%	-12,233	Jun 30, 2026	carried, not yet filed for the newest quarter
43	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	332,075	0.73%	+332,075	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	153,625	0.34%	—	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
43.2	William Blair Small-Mid Cap Value Fund Fund S000080810 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	625	0.00%	—	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	330,398	0.73%	+6,813	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	330,114	0.73%	-11,140	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
46	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	320,037	0.70%	+68,115	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	308,872	0.68%	+153,673	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
48	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	298,911	0.66%	-397	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
49	Aristotle Capital Boston, LLC 13F CIK 1633911 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	289,624	0.64%	-56,762	Jun 30, 2026	carried, not yet filed for the newest quarter
50	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	288,054	0.63%	-987,832	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	515,269	1.13%	+50,987	Jul 31, 2026	Fidelity Salem Street Trust, not summed
50.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	269,118	0.59%	+49,400	May 31, 2026	Fidelity Rutland Square Trust II, not summed
50.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	240,357	0.53%	-5,777	May 31, 2026	Fidelity Concord Street Trust, not summed
50.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	169,057	0.37%	+27,540	May 31, 2026	Fidelity Rutland Square Trust II, not summed
50.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	87,997	0.19%	0	May 31, 2026	Fidelity Concord Street Trust, not summed

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

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Key facts CIK 313143 CUSIP 405024100 13F (30d) 24 filings 24 filers Visit website Investor relations