KTB · Kontoor Brands, Inc. · Shareholders & Ownership

$75.07 +0.05 (+0.07%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.10B

54.65M

Volume · Oct 21 545.43K Avg daily vol (3M) 723.08K

Every disclosed holder of KTB 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 KTB

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)	431	59,505,503	108.88%	Yes
Insiders (Forms 3, 4, 5)	16	988,154	1.81%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	5,840,037	-10.69%	Negative
Registered funds (N-PORT, not summed)	379	30,304,083	55.45%	No

Shares outstanding: 54,653,620, 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 KTB

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	8,095,318	14.81%	+233,774	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,063,618	5.61%	-7,454	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,443,646	2.64%	+96,655	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	512,955	0.94%	+150,127	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	246,757	0.45%	+8,740	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	201,394	0.37%	-28,330	Jun 30, 2026	iShares Trust, not summed
2	PNC FINANCIAL SERVICES GROUP, INC. 13F CIK 713676 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,747,095	10.52%	-269,553	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,393,984	6.21%	+70,190	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,440,592	4.47%	-1,757	Jun 30, 2026	carried, not yet filed for the newest quarter
5	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,369,912	4.34%	-204,406	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	2,120,450	3.88%	+74,234	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	465,122	0.85%	+2,323	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	154,541	0.28%	+8,862	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	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	121,125	0.22%	-1,201	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	18,916	0.03%	-100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.5	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	9,368	0.02%	+120	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,967,832	3.60%	+107,558	Jun 30, 2026	carried, not yet filed for the newest quarter
8	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,832,840	3.35%	-183,587	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	725,577	1.33%	+109,200	Jul 31, 2026	Fidelity Capital Trust, not summed
8.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	607,494	1.11%	+62,265	Jul 31, 2026	Fidelity Salem Street Trust, not summed
8.3	Fidelity Series Small Cap Opportunities Fund Fund S000015587 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	390,210	0.71%	-51,100	Jul 31, 2026	Fidelity Securities Fund, not summed
8.4	Fidelity Advisor Small Cap Fund Fund S000005115 · Registered fund · May 31, 2026 Fidelity Advisor Series I, not summed	303,600	0.56%	+69,300	May 31, 2026	Fidelity Advisor Series I, not summed
8.5	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	264,739	0.48%	-1,979	May 31, 2026	Fidelity Concord Street Trust, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,755,490	3.21%	-14,520	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,603,623	2.93%	+378,252	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,435,765	2.63%	+282,275	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	379,640	0.69%	+117,277	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
11.2	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	211,434	0.39%	+73,090	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
11.3	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	149,547	0.27%	0	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
11.4	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	72,144	0.13%	-1,178	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	52,886	0.10%	+5,900	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,343,680	2.46%	+66,127	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,310,807	2.40%	+34,397	Jun 30, 2026	carried, not yet filed for the newest quarter
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,296,966	2.37%	+28,630	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	242,048	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	205,389	0.38%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	177,823	0.33%	+11,510	Jul 31, 2026	Dimensional ETF Trust, not summed
14.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	104,998	0.19%	+892	Jul 31, 2026	Dimensional ETF Trust, not summed
14.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	75,557	0.14%	-500	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,292,664	2.37%	+417,195	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	684,002	1.25%	-38,940	May 29, 2026	Delaware Group Equity Funds V, not summed
15.2	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	291,578	0.53%	—	Jun 30, 2026	IVY FUNDS, not summed
15.3	Nomura VIP Small Cap Growth Series Fund S000006233 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	57,075	0.10%	—	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
16	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	1,276,410	2.34%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,268,249	2.32%	-13,488	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,124,639	2.06%	-21,958	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	43	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,012,063	1.85%	+42,814	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	28,097	0.05%	+2,724	Jun 30, 2026	Northern Funds, not summed
19.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	11,060	0.02%	+7,647	Jul 31, 2026	FlexShares Trust, not summed
19.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,842	0.01%	-138	Jun 30, 2026	Northern Funds, not summed
20	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	892,280	1.63%	+28,821	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	106,061	0.19%	+4,516	Jun 30, 2026	Victory Portfolios II, not summed
20.2	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	105,700	0.19%	-3,500	Jun 30, 2026	Victory Portfolios, not summed
20.3	VictoryShares Small Cap Free Cash Flow ETF Fund S000080690 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	41,570	0.08%	+2,882	Jun 30, 2026	Victory Portfolios II, not summed
20.4	Victory Integrity Mid-Cap Value Fund Fund S000046397 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	36,000	0.07%	0	Jun 30, 2026	Victory Portfolios, not summed
20.5	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	35,415	0.06%	+125	Jun 30, 2026	Victory Portfolios, not summed
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	871,322	1.59%	-26,377	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	57,198	0.10%	+9,842	May 31, 2026	Goldman Sachs Trust, not summed
21.2	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	46,863	0.09%	-3,313	May 31, 2026	Goldman Sachs Trust, not summed
21.3	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	33,589	0.06%	+16,853	May 31, 2026	Goldman Sachs ETF Trust, not summed
21.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	17,084	0.03%	-845	May 31, 2026	Goldman Sachs ETF Trust, not summed
21.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,561	0.00%	+2,240	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
22	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	802,982	1.47%	-13,291	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	758,737	1.39%	+457,268	Jun 30, 2026	carried, not yet filed for the newest quarter
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	732,263	1.34%	-1,412	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	246,207	0.45%	-2,127	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	159,983	0.29%	+6,093	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	134,942	0.25%	+14,242	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	47,625	0.09%	+5,065	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	30,584	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	724,510	1.33%	+37,574	Jun 30, 2026	carried, not yet filed for the newest quarter
26	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	721,671	1.32%	+438,211	Jun 30, 2026	Capitol Series Trust, not summed
27	JPMorgan Large Cap Value Fund Fund S000003857 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	630,028	1.15%	-23,378	Jun 30, 2026	JPMorgan Trust II, not summed
28	PGIM Jennison Small Company Fund Fund S000004629 · Registered fund · Jun 30, 2026 Prudential Jennison Small Co Fund, Inc., not summed	609,180	1.11%	+109,585	Jun 30, 2026	Prudential Jennison Small Co Fund, Inc., not summed
29	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	584,863	1.07%	+51,608	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	583,442	1.07%	+13,168	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	Baxter Scott H Insider CIK 1509765 · Aug 13, 2026 Director, issuer-wide	581,346	1.06%	+694	Aug 13, 2026	Director, issuer-wide
32	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	566,837	1.04%	+476,240	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Small Cap Value Fund Fund S000005781 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	240,000	0.44%	—	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
32.2	Small Cap Dividend Fund Fund S000075489 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	10,717	0.02%	—	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
33	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	563,343	1.03%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
34	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	548,356	1.00%	-24,629	Jun 30, 2026	carried, not yet filed for the newest quarter
35	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	543,267	0.99%	+461,434	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	539,989	0.99%	-1,992	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,099	0.00%	+119	Jul 31, 2026	BNY Mellon ETF Trust, not summed
37	JPMorgan Value Advantage Fund Fund S000002796 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	498,086	0.91%	-106,390	Jun 30, 2026	JPMorgan Trust I, not summed
38	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	493,735	0.90%	+111,872	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	245,656	0.45%	+95,851	Jun 30, 2026	College Retirement Equities Fund, not summed
38.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	71,851	0.13%	+5,688	Jul 31, 2026	TIAA-CREF Funds, not summed
38.3	Nuveen Small Cap Select Fund Fund S000005569 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	70,956	0.13%	-3,386	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
38.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	46,511	0.09%	-6,836	Jul 31, 2026	TIAA-CREF Funds, not summed
38.5	Nuveen Small Cap Growth Opportunities Fund Fund S000005567 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	31,228	0.06%	—	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
39	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	486,287	0.89%	-32,687	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	145,975	0.27%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
39.2	Columbia Select Small Cap Value Fund Fund S000031375 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	130,386	0.24%	-2,298	May 31, 2026	Columbia Funds Series Trust II, not summed
39.3	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	76,350	0.14%	-5,062	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
39.4	Columbia Variable Portfolio - Select Small Cap Value Fund Fund S000019852 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	41,644	0.08%	+2,256	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
39.5	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	23,785	0.04%	+4,164	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
40	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	460,548	0.84%	-30,134	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Baird Financial Group, Inc. 13F CIK 1648711 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	412,093	0.75%	-38,401	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Baird Mid Cap Growth Fund Fund S000000759 · Registered fund · Jun 30, 2026 Baird Funds Inc, not summed	175,933	0.32%	-43,018	Jun 30, 2026	Baird Funds Inc, not summed
41.2	Baird Small/Mid Cap Growth Fund Fund S000063403 · Registered fund · Jun 30, 2026 Baird Funds Inc, not summed	20,408	0.04%	+2,871	Jun 30, 2026	Baird Funds Inc, not summed
42	JPMorgan Active Value ETF Fund S000072931 · Registered fund · Jun 30, 2026 J.P. Morgan Exchange-Traded Fund Trust, not summed	407,395	0.75%	+15,150	Jun 30, 2026	J.P. Morgan Exchange-Traded Fund Trust, not summed
43	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	385,141	0.70%	+87,069	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Allspring SMID Core ETF Fund S000093515 · Registered fund · Jun 30, 2026 ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed	21,953	0.04%	+7,809	Jun 30, 2026	ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed
43.2	Allspring Disciplined Small Cap Fund Fund S000007342 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	12,854	0.02%	+843	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	372,620	0.68%	+14,202	Jun 30, 2026	carried, not yet filed for the newest quarter
45	MetLife Investment Management, LLC 13F CIK 1529735 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	359,764	0.66%	+5,109	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	MetLife Small Company Equity Fund Fund S000063587 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	1,898	0.00%	0	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
46	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	333,730	0.61%	-4,844	Jun 30, 2026	carried, not yet filed for the newest quarter
47	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	330,040	0.60%	-35,386	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	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	457,793	0.84%	-2,233	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
47.2	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	370,869	0.68%	+134,435	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
47.3	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	183,508	0.34%	+53,649	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
47.4	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	139,503	0.26%	-51,700	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
47.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	8,450	0.02%	+1,694	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
48	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	329,797	0.60%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
49	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	323,482	0.59%	-169,043	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Verition Fund Management LLC 13F CIK 1454027 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	321,829	0.59%	+231,829	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1760965 CUSIP 50050N103 13F (30d) 62 filings 51 filers Visit website Investor relations