LGND · Ligand Pharmaceuticals Inc · Shareholders & Ownership

$314.78 +8.38 (+2.73%) At close · Oct 21

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$6.28B

19.94M

Volume · Oct 21 222.76K Avg daily vol (3M) 245.45K

Every disclosed holder of LGND 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 LGND

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)	422	22,640,641	113.57%	Yes
Insiders (Forms 3, 4, 5)	10	494,556	2.48%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,199,588	-16.05%	Negative
Registered funds (N-PORT, not summed)	390	12,653,372	63.47%	No

Shares outstanding: 19,935,609, 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 LGND

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	3,100,996	15.56%	+139,073	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	1,207,351	6.06%	+25,423	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	515,565	2.59%	+41,457	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	185,411	0.93%	+167,000	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	180,095	0.90%	+10,284	Jun 30, 2026	iShares Trust, not summed
1.5	iShares U.S. Pharmaceuticals ETF Fund S000009417 · Registered fund · Jun 30, 2026 iShares Trust, not summed	52,070	0.26%	-2,941	Jun 30, 2026	iShares Trust, not summed
2	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,201,644	6.03%	+378,040	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Invesco Ltd. 13G CIK 914208 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,218,846	6.11%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	519,159	2.60%	+212,292	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
2.3	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	198,119	0.99%	+40,208	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
2.4	Invesco Pharmaceuticals ETF Fund S000003031 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	52,490	0.26%	+788	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
2.5	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	51,656	0.26%	—	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,138,316	5.71%	+38,049	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,040,578	5.22%	+30,687	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	23,020	0.12%	0	Jun 30, 2026	Janus Investment Fund, not summed
4.2	Janus Henderson Small Cap Growth Alpha ETF Fund S000052563 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	7,791	0.04%	—	Jul 31, 2026	Janus Detroit Street 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	870,950	4.37%	+22,861	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	826,539	4.15%	+47,683	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	183,833	0.92%	+5,657	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	113,753	0.57%	+9,969	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S&P(R) Pharmaceuticals ETF Fund S000012321 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	26,334	0.13%	-350	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	6,836	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	4,156	0.02%	+2,362	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
7	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	762,827	3.83%	+166,700	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	325,665	1.63%	-65,000	Jul 31, 2026	Fidelity Securities Fund, not summed
7.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	219,513	1.10%	+27,844	Jul 31, 2026	Fidelity Salem Street Trust, not summed
7.3	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	139,080	0.70%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
7.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	101,760	0.51%	-756	May 31, 2026	Fidelity Concord Street Trust, not summed
7.5	Fidelity Small Cap Stock Fund Fund S000055369 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	72,900	0.37%	-10,700	Jul 31, 2026	Fidelity Concord Street Trust, not summed
8	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	752,044	3.77%	+178,867	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Franklin Dynatech Fund Fund S000006754 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	550,000	2.76%	+25,000	Jun 30, 2026	Franklin Custodian Funds, not summed
8.2	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	65,388	0.33%	—	Jun 30, 2026	Putnam Funds Trust, not summed
8.3	Franklin Genomic Advancements ETF Fund S000067393 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	4,085	0.02%	+291	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
8.4	Franklin DynaTech VIP Fund Fund S000007312 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	3,732	0.02%	+182	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
8.5	Putnam VT Global Health Care Fund Fund S000003874 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	2,700	0.01%	—	Jun 30, 2026	Putnam Variable Trust, not summed
9	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	658,556	3.30%	-1,355	Sep 30, 2026
9.1	Congress Small Cap Growth Fund Fund S000058028 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	271,577	1.36%	-343	Jul 31, 2026	Professionally Managed Portfolios, not summed
9.2	Congress SMid Growth ETF Fund S000081384 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	41,620	0.21%	—	Jul 31, 2026	Professionally Managed Portfolios, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	605,720	3.04%	+11,065	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	589,020	2.95%	+30,086	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	568,371	2.85%	-4,941	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	385,274	1.93%	-21,935	May 29, 2026	Delaware Group Equity Funds V, not summed
12.2	Nomura Smid Cap Core Fund Fund S000024831 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	23,328	0.12%	+1,907	Jun 30, 2026	IVY FUNDS, not summed
12.3	Nomura VIP Smid Cap Core Series Fund S000006234 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	12,845	0.06%	+980	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
12.4	Nomura VIP Opportunity Series Fund S000065938 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	5,114	0.03%	+531	Jun 30, 2026	Delaware VIP Trust, not summed
13	Chicago Capital, LLC 13F CIK 1740053 · Registered investment adviser · Sep 30, 2026	551,225	2.77%	-2,210	Sep 30, 2026
14	Janus Henderson Triton Fund Fund S000010485 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	494,252	2.48%	+8,068	Jun 30, 2026	Janus Investment Fund, not summed
15	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	475,609	2.39%	-19,061	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	436,817	2.19%	+5,751	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	429,314	2.15%	+4,084	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	81,750	0.41%	+328	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	77,487	0.39%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	63,276	0.32%	+2,841	Jul 31, 2026	Dimensional ETF Trust, not summed
17.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	42,028	0.21%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
17.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	31,885	0.16%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	375,762	1.88%	-35,781	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	MFS New Discovery Fund Fund S000000765 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	175,886	0.88%	-64,744	May 31, 2026	MFS SERIES TRUST I, not summed
18.2	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	112,676	0.57%	-11,437	May 31, 2026	MFS SERIES TRUST XIII, not summed
18.3	MFS New Discovery Series Fund S000002680 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	63,950	0.32%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
18.4	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	1,617	0.01%	-455	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
18.5	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	732	0.00%	-124	Jul 31, 2026	MFS Series Trust XV, not summed
19	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	323,245	1.62%	-57,866	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	21,430	0.11%	-940	May 31, 2026	Goldman Sachs Trust, not summed
19.2	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	19,562	0.10%	-832	May 31, 2026	Goldman Sachs Trust, not summed
19.3	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	14,453	0.07%	-989	May 31, 2026	Goldman Sachs Trust, not summed
19.4	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	11,355	0.06%	+4,609	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.5	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,952	0.04%	-202	May 31, 2026	Goldman Sachs ETF Trust, not summed
20	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	291,805	1.46%	-61,404	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	157,885	0.79%	-39,650	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	276,594	1.39%	+2,056	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	Janus Henderson Venture Fund Fund S000010488 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	275,579	1.38%	+9,517	Jun 30, 2026	Janus Investment Fund, not summed
23	RICE HALL JAMES & ASSOCIATES, LLC 13F CIK 1230765 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	270,052	1.35%	-13,515	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Ranger Investment Management, L.P. 13F CIK 1319691 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	257,596	1.29%	-10,347	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Ranger Micro Cap Fund Fund S000033850 · Registered fund · Jul 31, 2026 SPEND LIFE WISELY FUNDS INVESTMENT TRUST, not summed	2,270	0.01%	0	Jul 31, 2026	SPEND LIFE WISELY FUNDS INVESTMENT TRUST, not summed
24.2	Ranger Small Cap Fund Fund S000033849 · Registered fund · Jul 31, 2026 SPEND LIFE WISELY FUNDS INVESTMENT TRUST, not summed	1,931	0.01%	-1,644	Jul 31, 2026	SPEND LIFE WISELY FUNDS INVESTMENT TRUST, not summed
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	257,389	1.29%	+3,231	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,154	0.05%	+1,136	Jun 30, 2026	Northern Funds, not summed
25.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,893	0.01%	-82	Jun 30, 2026	Northern Funds, not summed
25.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	632	0.00%	+308	Jul 31, 2026	FlexShares Trust, not summed
26	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	253,764	1.27%	-49,460	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	205,000	1.03%	+5,000	Jun 30, 2026	Victory Portfolios, not summed
26.2	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	24,452	0.12%	-1,918	Jun 30, 2026	Victory Portfolios II, not summed
26.3	Victory RS Small Cap Growth Fund Fund S000053581 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	16,710	0.08%	—	Jun 30, 2026	Victory Portfolios, not summed
26.4	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	11,682	0.06%	+5,762	Jul 31, 2026	Victory Portfolios III, not summed
26.5	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	2,262	0.01%	+39	Jul 31, 2026	Victory Portfolios III, not summed
27	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	249,611	1.25%	-56,500	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	DWS Small Cap Core Fund Fund S000005709 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	200,000	1.00%	-60,000	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
27.2	DWS Small Cap Growth Fund Fund S000031150 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	19,157	0.10%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
27.3	DWS Small Mid Cap Value VIP Fund S000006269 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES II, not summed	4,631	0.02%	0	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES II, not summed
27.4	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	3,117	0.02%	+400	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
27.5	DWS Small Mid Cap Growth VIP Fund S000006260 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES II, not summed	2,672	0.01%	0	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES II, not summed
28	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	248,355	1.25%	+246,893	Jun 30, 2026	carried, not yet filed for the newest quarter
29	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	246,883	1.24%	+97,382	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	234,250	1.18%	-26,089	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	229,869	1.15%	+10,359	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	210,427	1.06%	-2,461	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	PACE Small/Medium Co Growth Equity Investments Fund S000002974 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	5,195	0.03%	0	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
32.2	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	403	0.00%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
33	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	200,699	1.01%	+33,470	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	48	0.00%	+33	Jul 31, 2026	E Trade Trust, not summed
34	Davis Todd C Insider CIK 1392029 · Jun 30, 2026 Director, Chief Executive Officer, issuer-wide	199,513	1.00%	+132	Jun 30, 2026	Director, Chief Executive Officer, issuer-wide
35	NEXT CENTURY GROWTH INVESTORS LLC 13F CIK 1134007 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	198,542	1.00%	+102,666	Jun 30, 2026	carried, not yet filed for the newest quarter
36	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	193,238	0.97%	+10,351	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	94,556	0.47%	-991	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	48,811	0.24%	+6,355	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
36.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	11,943	0.06%	-9	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	11,899	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
36.5	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	2,087	0.01%	-2,001	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37	Aberdeen Group plc 13F CIK 1716774 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	172,480	0.87%	+82,436	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	abrdn U.S. Small Cap Equity Fund Fund S000020297 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	26,920	0.14%	-2,049	Jul 31, 2026	abrdn Funds, not summed
37.2	abrdn Focused U.S. Small Cap Active ETF Fund S000088604 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	753	0.00%	-286	Jul 31, 2026	abrdn Funds, not summed
38	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	170,349	0.85%	+12,484	Jun 30, 2026	carried, not yet filed for the newest quarter
39	ASHFORD CAPITAL MANAGEMENT INC 13F CIK 897070 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	170,236	0.85%	-37,329	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Private Capital Management, LLC 13F CIK 1588456 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	166,016	0.83%	-35,365	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Private Capital Management Value Fund Fund S000028203 · Registered fund · Jul 31, 2026 FundVantage Trust, not summed	9,220	0.05%	-3,480	Jul 31, 2026	FundVantage Trust, not summed
41	VILLERE ST DENIS J & CO LLC 13F CIK 1113629 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	155,506	0.78%	-33,368	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Impax Small Cap Fund Fund S000021459 · Registered fund · Jun 30, 2026 IMPAX FUNDS SERIES TRUST I, not summed	152,444	0.76%	0	Jun 30, 2026	IMPAX FUNDS SERIES TRUST I, not summed
43	Granahan Investment Management, LLC 13F CIK 1026710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	147,231	0.74%	+123,066	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	142,926	0.72%	+15,027	Jun 30, 2026	carried, not yet filed for the newest quarter
45	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	141,449	0.71%	+33,590	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	68,596	0.34%	+4,650	Jul 31, 2026	Old Westbury Funds Inc, not summed
45.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	3,644	0.02%	+742	Jul 31, 2026	Old Westbury Funds Inc, not summed
46	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	137,258	0.69%	+17,419	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	131,068	0.66%	+11,665	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	763	0.00%	+61	Jul 31, 2026	BNY Mellon ETF Trust, not summed
48	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	130,000	0.65%	-22,444	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	127,071	0.64%	+123,715	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	125,112	0.63%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed

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

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Key facts CIK 886163 CUSIP 53220K504 13F (30d) 68 filings 67 filers Visit website Investor relations