LSTR · Landstar System Inc · Shareholders & Ownership

$148.02 +0.71 (+0.48%) At close · Nov 12 Play latest call Q3 2026 earnings call transcript

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$4.99B

33.71M

Volume · Nov 12 297.56K Avg daily vol (3M) 387.36K

Every disclosed holder of LSTR 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 LSTR

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)	539	35,382,116	104.96%	Yes
Insiders (Forms 3, 4, 5)	21	312,842	0.93%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,986,015	-5.89%	Negative
Registered funds (N-PORT, not summed)	470	15,111,606	44.83%	No

Shares outstanding: 33,708,943, 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 LSTR

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	3,378,380	10.02%	+145,195	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,161,320	3.45%	+33,631	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	170,418	0.51%	-2,568	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	138,548	0.41%	+8,563	Jun 30, 2026	iShares Trust, not summed
1.4	iShares U.S. Transportation ETF Fund S000004331 · Registered fund · Jul 31, 2026 iShares Trust, not summed	96,792	0.29%	-2,057	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	64,795	0.19%	—	Jun 30, 2026	iShares Trust, not summed
2	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,087,226	9.16%	-345,017	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G CIK 1021223 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,087,534	9.16%	-677,127	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,122,575	6.30%	+286,971	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	146,837	0.44%	+19	Jun 30, 2026	AQR Funds, not summed
3.2	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	55,305	0.16%	+12,262	Jun 30, 2026	AQR Funds, not summed
3.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	35,094	0.10%	+3	Jun 30, 2026	AQR Funds, not summed
3.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	33,950	0.10%	+6,667	Jun 30, 2026	AQR Funds, not summed
3.5	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	32,009	0.10%	+6,274	Jun 30, 2026	AQR 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	1,796,040	5.33%	+43,329	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,536,660	4.56%	+4,760	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Boston Partners 13F CIK 1386060 · Registered investment adviser · Sep 30, 2026	1,439,947	4.27%	+1,641	Sep 30, 2026
7	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	1,172,920	3.48%	+30,569	Sep 30, 2026
7.1	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	171,754	0.51%	+5,225	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	52,122	0.15%	-185	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S&P(R) Transportation ETF Fund S000012324 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	41,298	0.12%	-3,928	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	11,358	0.03%	-600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	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	7,428	0.02%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,077,810	3.20%	-3,111	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	1,038,519	3.08%	+49,792	Sep 30, 2026
10	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Sep 30, 2026	915,875	2.72%	+78,957	Sep 30, 2026
10.1	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	32,145	0.10%	—	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
10.2	First Trust Nasdaq Transportation ETF Fund S000053948 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	31,124	0.09%	+2,647	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
10.3	First Trust Active Factor Mid Cap ETF Fund S000066789 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	2,061	0.01%	+441	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
11	LOS ANGELES CAPITAL MANAGEMENT LLC 13F CIK 1177206 · Registered investment adviser · Sep 30, 2026	783,058	2.32%	+576,843	Sep 30, 2026
12	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	779,051	2.31%	-55,853	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	778,346	2.31%	-7,025	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	742,490	2.20%	-2,738	Jun 30, 2026	carried, not yet filed for the newest quarter
15	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	698,921	2.07%	-22,409	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	22,051	0.07%	+594	Jun 30, 2026	Northern Funds, not summed
15.2	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,054	0.04%	-147	Jul 31, 2026	FlexShares Trust, not summed
15.3	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,460	0.02%	-3,367	Jul 31, 2026	FlexShares Trust, not summed
15.4	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,637	0.01%	+52	Jun 30, 2026	Northern Funds, not summed
15.5	Large Cap Value Fund Fund S000001271 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,329	0.00%	-23	Jun 30, 2026	Northern Funds, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	691,727	2.05%	+36,639	Sep 30, 2026
16.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	115,497	0.34%	+611	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	106,091	0.31%	+11,074	Jul 31, 2026	Dimensional ETF Trust, not summed
16.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	76,198	0.23%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	56,527	0.17%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	44,215	0.13%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
17	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	607,415	1.80%	+125,320	Jun 30, 2026	carried, not yet filed for the newest quarter
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	526,203	1.56%	+77,294	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs Rising Dividend Growth Fund Fund S000036119 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	8,100	0.02%	-1,770	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
18.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	2,341	0.01%	+824	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
18.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	1,834	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
18.4	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	1,387	0.00%	+99	Jul 31, 2026	Goldman Sachs Trust II, not summed
18.5	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	255	0.00%	-199	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	509,919	1.51%	-146,199	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	47	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
20	Fenimore Asset Management Inc 13F CIK 884566 · Unknown · Sep 30, 2026	508,778	1.51%	+2,193	Sep 30, 2026
21	Virtus KAR Small-Cap Core Fund Fund S000021172 · Registered fund · Jun 30, 2026 Virtus Equity Trust, not summed	443,232	1.31%	-29,500	Jun 30, 2026	Virtus Equity Trust, not summed
22	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	432,264	1.28%	+82,870	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	LORD ABBETT MID CAP STOCK FUND INC Fund S000001450 · Registered fund · Jun 30, 2026 LORD ABBETT MID CAP STOCK FUND INC, not summed	143,162	0.42%	-1,850	Jun 30, 2026	LORD ABBETT MID CAP STOCK FUND INC, not summed
22.2	Lord Abbett Value Opportunities Fund Fund S000007144 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	101,255	0.30%	-1,264	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
22.3	LORD ABBETT DEVELOPING GROWTH FUND INC Fund S000006834 · Registered fund · Jul 31, 2026 LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed	63,689	0.19%	—	Jul 31, 2026	LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed
22.4	Small-Cap Value Series Fund S000007001 · Registered fund · Aug 31, 2026 LORD ABBETT RESEARCH FUND INC, not summed	43,627	0.13%	-3,345	Aug 31, 2026	LORD ABBETT RESEARCH FUND INC, not summed
22.5	Mid Cap Stock Portfolio Fund S000007304 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	30,740	0.09%	-490	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
23	REINHART PARTNERS, LLC. 13F CIK 1080298 · Registered investment adviser · Sep 30, 2026	424,055	1.26%	-145,035	Sep 30, 2026
23.1	Reinhart Genesis PMV Fund Fund S000055903 · Registered fund · Aug 31, 2026 Managed Portfolio Series, not summed	67,000	0.20%	-46,000	Aug 31, 2026	Managed Portfolio Series, not summed
23.2	Reinhart Mid Cap PMV Fund Fund S000037193 · Registered fund · Aug 31, 2026 Managed Portfolio Series, not summed	7,000	0.02%	-3,715	Aug 31, 2026	Managed Portfolio Series, not summed
24	FMR LLC 13F CIK 315066 · Holding company · Sep 30, 2026	407,233	1.21%	+170,551	Sep 30, 2026
24.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	171,136	0.51%	+65,664	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
24.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	164,946	0.49%	-9,738	Aug 31, 2026	Fidelity Concord Street Trust, not summed
24.3	Fidelity Advisor Stock Selector Mid Cap Fund Fund S000005114 · Registered fund · Aug 31, 2026 Fidelity Advisor Series I, not summed	138,611	0.41%	+12,500	Aug 31, 2026	Fidelity Advisor Series I, not summed
24.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	127,833	0.38%	+1,645	Jul 31, 2026	Fidelity Salem Street Trust, not summed
24.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	93,802	0.28%	+13,422	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
25	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	391,307	1.16%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	389,164	1.15%	+9,155	Jun 30, 2026	VANGUARD INDEX FUNDS, 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	381,210	1.13%	-2,477	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	161,506	0.48%	-2,117	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	93,849	0.28%	+1,761	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	50,271	0.15%	+2,242	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	24,523	0.07%	+595	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	20,456	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	349,350	1.04%	+901	Jun 30, 2026	carried, not yet filed for the newest quarter
29	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	344,795	1.02%	-28,068	Jun 30, 2026	PIMCO Equity Series, not summed
30	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	340,739	1.01%	+20,761	Sep 30, 2026
31	Invesco Ltd. 13F CIK 914208 · Investment adviser · Sep 30, 2026	331,451	0.98%	+24,480	Sep 30, 2026
31.1	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	225,113	0.67%	+23,322	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
31.2	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	14,024	0.04%	-351	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
31.3	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	11,736	0.03%	-3,319	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
31.4	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	11,421	0.03%	+8,226	Aug 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
31.5	Invesco S&P Midcap 400 QVM Multi-Factor ETF Fund S000072319 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	4,300	0.01%	-394	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	309,869	0.92%	-21,386	Sep 30, 2026
32.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,311	0.00%	+79	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Sep 30, 2026	307,640	0.91%	+197,404	Sep 30, 2026
34	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	306,637	0.91%	+133,275	Jun 30, 2026	carried, not yet filed for the newest quarter
35	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Sep 30, 2026	297,017	0.88%	-22,827	Sep 30, 2026
35.1	Carillon Eagle Small Cap Growth Fund Fund S000008482 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	20,993	0.06%	-3,012	Jun 30, 2026	Carillon Series Trust, not summed
36	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	281,597	0.84%	+5,191	Jun 30, 2026	carried, not yet filed for the newest quarter
37	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Sep 30, 2026	280,908	0.83%	+195,631	Sep 30, 2026
37.1	SIIT SMALL/MID CAP FUND Fund S000006770 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	6,892	0.02%	-2,791	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
37.2	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	5,244	0.02%	-300	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
37.3	SIIT SMALL CAP II FUND Fund S000036633 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	3,158	0.01%	-108	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
37.4	SIIT SMALL CAP FUND Fund S000006772 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	2,122	0.01%	+65	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
37.5	SIIT LARGE CAP INDEX FUND Fund S000006768 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	1,065	0.00%	0	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
38	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	261,038	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
39	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	252,380	0.75%	-207,228	Jun 30, 2026	carried, not yet filed for the newest quarter
40	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	248,247	0.74%	-1,865	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	246,452	0.73%	-3,583	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
42	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Sep 30, 2026	241,911	0.72%	-13,514	Sep 30, 2026
43	UBS Group AG 13F CIK 1610520 · Bank · Sep 30, 2026	230,495	0.68%	-159,880	Sep 30, 2026
44	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Sep 30, 2026	225,034	0.67%	-5,934	Sep 30, 2026
44.1	Royce Premier Fund Fund S000009505 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	106,988	0.32%	0	Jun 30, 2026	ROYCE FUND, not summed
44.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	37,042	0.11%	+1,638	Jun 30, 2026	ROYCE FUND, not summed
45	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	224,253	0.67%	+4,448	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
46	Corient Private Wealth LLC 13F CIK 1948780 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	218,495	0.65%	-85,919	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Sep 30, 2026	217,940	0.65%	+16,892	Sep 30, 2026
47.1	Tax-Managed U.S. Large Cap Fund Fund S000001570 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	70,061	0.21%	+17,391	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
47.2	U.S. Strategic Equity Fund Fund S000037466 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	33,659	0.10%	+1,961	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
47.3	U.S. Strategic Equity Fund Fund S000006863 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	7,186	0.02%	-226	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
47.4	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	6,047	0.02%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
47.5	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	4,596	0.01%	-104	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
48	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	216,078	0.64%	+4,169	Jun 30, 2026	carried, not yet filed for the newest quarter
49	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	215,115	0.64%	-125,491	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	AB RELATIVE VALUE FUND, INC. Fund S000010080 · Registered fund · Jun 30, 2026 AB RELATIVE VALUE FUND, INC., not summed	80,160	0.24%	-21,670	Jun 30, 2026	AB RELATIVE VALUE FUND, INC., not summed
49.2	AB Relative Value Portfolio Fund S000010448 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	47,430	0.14%	-36,460	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
50	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	213,694	0.63%	+46,710	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Janus Henderson Mid Cap Value Fund Fund S000010471 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	146,544	0.43%	+33,246	Jun 30, 2026	Janus Investment Fund, not summed
50.2	Janus Henderson Small/Mid Cap Growth Alpha ETF Fund S000052564 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	88,017	0.26%	—	Jul 31, 2026	Janus Detroit Street Trust, not summed
50.3	Janus Henderson VIT Mid Cap Value Portfolio Fund S000010397 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	8,686	0.03%	+1,644	Jun 30, 2026	Janus Aspen Series, not summed
50.4	Janus Henderson Small-Mid Cap Value Fund Fund S000035097 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	7,477	0.02%	-459	Jun 30, 2026	Janus Investment Fund, not summed
50.5	Janus Henderson Mid Cap Growth Alpha ETF Fund S000087757 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	1,329	0.00%	—	Jul 31, 2026	Janus Detroit Street Trust, not summed

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

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Key facts CIK 853816 CUSIP 515098101 13F (30d) 348 filings 323 filers Visit website Investor relations