LBRT · Liberty Energy Inc. · Shareholders & Ownership

$17.03 +0.45 (+2.71%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.71B

163.19M

Volume · Oct 21 3.11M Avg daily vol (3M) 4.49M

Every disclosed holder of LBRT 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 LBRT

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)	403	181,518,550	111.23%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	18,327,134	-11.23%	Negative
Registered funds (N-PORT, not summed)	399	95,264,167	58.38%	No

Shares outstanding: 163,191,416, 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 LBRT

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	27,552,623	16.88%	+1,843,116	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	9,831,853	6.02%	+100,037	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,145,392	2.54%	+279,536	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,404,892	0.86%	-178,731	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,351,582	0.83%	—	Jun 30, 2026	iShares Trust, not summed
1.5	iShares U.S. Oil Equipment & Services ETF Fund S000009416 · Registered fund · Jun 30, 2026 iShares Trust, not summed	348,379	0.21%	-11,312	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,155,633	6.84%	+633,765	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,422,892	5.77%	+189,224	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,066,428	1.27%	+39,668	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,402,702	0.86%	+110,711	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,213,202	0.74%	+57,972	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	807,582	0.49%	+47,031	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	731,958	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,074,089	4.33%	+197,282	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	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	1,493,439	0.92%	+25,970	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	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	850,230	0.52%	+1,587	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF Fund S000012334 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	660,900	0.41%	+68,631	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	56,000	0.03%	+1,200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.5	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	31,365	0.02%	+440	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,071,270	4.33%	+78,468	Jun 30, 2026	carried, not yet filed for the newest quarter
6	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,927,445	4.25%	-771,887	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Small Cap Value Fund Fund S000005781 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	295,000	0.18%	-260,000	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
6.2	Small Cap Dividend Fund Fund S000075489 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	10,386	0.01%	-14,786	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
7	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	5,400,866	3.31%	-185,005	May 31, 2026	American Century ETF Trust, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,910,883	3.01%	+12,785	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,598,972	2.82%	+686,527	Jun 30, 2026	carried, not yet filed for the newest quarter
10	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,234,025	2.59%	+267,003	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Franklin Small Cap Growth Fund Fund S000006889 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	1,024,365	0.63%	-130,904	Jul 31, 2026	Franklin Strategic Series, not summed
10.2	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	925,128	0.57%	—	Jun 30, 2026	Putnam Funds Trust, not summed
10.3	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	648,432	0.40%	-664,758	Jul 31, 2026	Franklin Value Investors Trust, not summed
10.4	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	199,711	0.12%	-220,278	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
10.5	Franklin Natural Resources Fund Fund S000006887 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	174,600	0.11%	+40,000	Jul 31, 2026	Franklin Strategic Series, not summed
11	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,720,666	2.28%	+1,226,444	Jun 30, 2026	carried, not yet filed for the newest quarter
12	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,648,861	2.24%	+245,550	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	871,637	0.53%	-81,141	May 29, 2026	Delaware Group Equity Funds V, not summed
12.2	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	833,618	0.51%	+56,650	May 29, 2026	Delaware Group Equity Funds V, not summed
12.3	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	429,750	0.26%	-10,700	Jun 30, 2026	Delaware VIP Trust, not summed
12.4	Nomura Smid Cap Core Fund Fund S000024831 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	218,591	0.13%	+26,980	Jun 30, 2026	IVY FUNDS, not summed
12.5	Nomura VIP Smid Cap Core Series Fund S000006234 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	120,363	0.07%	+14,793	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,556,719	2.18%	+6,926	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,457,265	2.12%	+2,237,641	Jun 30, 2026	carried, not yet filed for the newest quarter
15	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,440,087	2.11%	-366,146	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,159,074	1.94%	-143,772	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	VanEck Oil Services ETF Fund S000034408 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	2,777,551	1.70%	-105,718	Jun 30, 2026	VanEck ETF Trust, not summed
17	Wright Christopher A Insider CIK 1292100 · Feb 3, 2025 Director, Chairman of the Board and CEO, issuer-wide, not summed	2,678,080	1.64%	+179,267	Feb 3, 2025	Director, Chairman of the Board and CEO, issuer-wide, not summed
18	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,613,776	1.60%	+1,136,561	Jun 30, 2026	carried, not yet filed for the newest quarter
19	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,564,227	1.57%	+86,209	Jun 30, 2026	carried, not yet filed for the newest quarter
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,548,436	1.56%	-479,653	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	979,604	0.60%	-424,415	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	780,393	0.48%	-5,353	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	391,312	0.24%	+44,454	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	173,941	0.11%	-86,739	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	97,540	0.06%	+1,437	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,432,588	1.49%	+676,292	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	DWS Small Cap Core Fund Fund S000005709 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	450,000	0.28%	+100,000	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
21.2	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	25,058	0.02%	+2,933	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
22	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,422,323	1.48%	+1,296,225	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	1,389,408	0.85%	—	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
22.2	Invesco S&P SmallCap Energy ETF Fund S000028297 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	206,026	0.13%	+11,306	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
22.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	148,952	0.09%	-71,407	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
22.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	75,875	0.05%	-10,959	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.5	Invesco Dorsey Wright SmallCap Momentum ETF Fund S000037586 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	42,783	0.03%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
23	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,336,206	1.43%	+568,719	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	5,816	0.00%	+88	Jul 31, 2026	BNY Mellon ETF Trust, not summed
24	EVENTIDE ASSET MANAGEMENT, LLC 13F CIK 1442891 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,314,729	1.42%	-88,369	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Eventide Gilead Fund Fund S000022598 · Registered fund · Jun 30, 2026 MUTUAL FUND SERIES TRUST, not summed	1,479,224	0.91%	0	Jun 30, 2026	MUTUAL FUND SERIES TRUST, not summed
24.2	Eventide Dividend Opportunities Fund Fund S000059102 · Registered fund · Jun 30, 2026 MUTUAL FUND SERIES TRUST, not summed	573,033	0.35%	-48,745	Jun 30, 2026	MUTUAL FUND SERIES TRUST, not summed
24.3	Eventide Exponential Technologies Fund Fund S000068813 · Registered fund · Jun 30, 2026 MUTUAL FUND SERIES TRUST, not summed	79,163	0.05%	0	Jun 30, 2026	MUTUAL FUND SERIES TRUST, not summed
24.4	Eventide Balanced Fund Fund S000049985 · Registered fund · Jun 30, 2026 MUTUAL FUND SERIES TRUST, not summed	56,456	0.03%	-48,990	Jun 30, 2026	MUTUAL FUND SERIES TRUST, not summed
24.5	Eventide Small Cap ETF Fund S000095403 · Registered fund · Jul 31, 2026 Strategy Shares, not summed	8,220	0.01%	+2,265	Jul 31, 2026	Strategy Shares, not summed
25	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,303,700	1.41%	-174,339	Jun 30, 2026	carried, not yet filed for the newest quarter
26	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,238,514	1.37%	+269,886	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	171	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
27	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,181,667	1.34%	+556,951	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	241,906	0.15%	-15,902	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
27.2	Columbia Variable Portfolio - Small Company Growth Fund Fund S000010658 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	111,490	0.07%	+24,947	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
27.3	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	233	0.00%	-3	Jun 30, 2026	Columbia ETF Trust I, not summed
28	Ensign Peak Advisors, Inc 13F CIK 1454984 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,133,689	1.31%	-572,387	Jun 30, 2026	carried, not yet filed for the newest quarter
29	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,108,368	1.29%	-149,169	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,047,410	1.25%	+1,053,518	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,927,892	1.18%	+872,195	Jun 30, 2026	carried, not yet filed for the newest quarter
32	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,915,536	1.17%	+626,297	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,871,099	1.15%	+64,231	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,779,982	1.09%	+895,890	Jun 30, 2026	carried, not yet filed for the newest quarter
35	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,688,119	1.03%	+77,816	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	81,660	0.05%	+8,026	Jun 30, 2026	Northern Funds, not summed
35.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,794	0.01%	-450	Jun 30, 2026	Northern Funds, not summed
35.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	9,070	0.01%	+446	Jul 31, 2026	FlexShares Trust, not summed
36	FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Fund S000060086 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	1,654,800	1.01%	+55,600	Jun 30, 2026	Capitol Series Trust, not summed
37	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,644,939	1.01%	+14,225	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	280,390	0.17%	+92,345	May 31, 2026	Goldman Sachs Trust, not summed
37.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	53,969	0.03%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
37.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	35,634	0.02%	-1,962	May 31, 2026	Goldman Sachs ETF Trust, not summed
37.4	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	24,852	0.02%	—	May 31, 2026	Goldman Sachs Trust, not summed
37.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	7,960	0.00%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
38	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,610,427	0.99%	+512,086	Jun 30, 2026	carried, not yet filed for the newest quarter
39	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,402,311	0.86%	+909,868	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,401,121	0.86%	+1,079,306	Jun 30, 2026	carried, not yet filed for the newest quarter
41	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,379,512	0.85%	-114,219	Jun 30, 2026	carried, not yet filed for the newest quarter
42	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,371,608	0.84%	+536,170	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Small Cap Core Fund Fund S000043450 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	936,565	0.57%	+356,681	Jul 31, 2026	John Hancock Investment Trust, not summed
42.2	John Hancock Multifactor Small Cap ETF Fund S000059464 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	37,998	0.02%	-3,609	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
43	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,294,068	0.79%	-3,137,057	Jun 30, 2026	carried, not yet filed for the newest quarter
44	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,182,397	0.72%	+460,536	Jun 30, 2026	carried, not yet filed for the newest quarter
45	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,182,111	0.72%	+40,263	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	380,992	0.23%	+27,022	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
45.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	120,235	0.07%	-7,143	Jul 31, 2026	Principal Funds, Inc, not summed
45.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	12,683	0.01%	—	Jul 31, 2026	Principal Funds, Inc, not summed
45.4	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	984	0.00%	-4,181	Jul 31, 2026	Principal Funds, Inc, not summed
46	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,151,703	0.71%	+109,526	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Column Small Cap Select Fund Fund S000082920 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	1,135,291	0.70%	+744,847	Aug 31, 2026	Trust for Professional Managers, not summed
48	Columbia Small Cap Growth Fund Fund S000012073 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	1,058,067	0.65%	-117,136	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
49	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,051,488	0.64%	+219,539	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Gusek Ron Insider CIK 1705083 · Apr 1, 2026 Director, CEO and President, issuer-wide, not summed	1,043,702	0.64%	+643,702	Apr 1, 2026	Director, CEO and President, issuer-wide, not summed

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

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Key facts CIK 1694028 CUSIP 53115L104 13F (30d) 32 filings 32 filers Visit website Investor relations