MBIN · Merchants Bancorp · Shareholders & Ownership

$48.97 -0.09 (-0.17%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.25B

45.94M

Volume · Oct 23 115.48K Avg daily vol (3M) 185.24K

Every disclosed holder of MBIN 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 MBIN

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)	197	45,270,903	98.55%	Yes
Insiders (Forms 3, 4, 5)	21	17,412,652	37.90%	Yes
13D/G-only blocks	1	3,775,767	8.22%	Yes
Remaining	—	20,521,247	-44.67%	Negative
Registered funds (N-PORT, not summed)	220	11,233,583	24.45%	No

Shares outstanding: 45,938,075, 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 MBIN

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	Elser Financial Planning, Inc 13F CIK 2028202 · Registered investment adviser · Sep 30, 2026	26,797,327	58.33%	-11,298	Sep 30, 2026
2	Petrie Michael F. Insider CIK 1718348 · Jul 30, 2026 Director, Chairman and CEO, 10% Owner, issuer-wide	12,562,409	27.35%	-9,000	Jul 30, 2026	Director, Chairman and CEO, 10% Owner, issuer-wide
2.1	Michael F. Petrie 13G CIK 1718348 · Unknown · Feb 26, 2026 Rule 13d-1(d), exempt investor, not summed	12,575,375	27.37%	-75,266	Feb 26, 2026	Rule 13d-1(d), exempt investor, not summed
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,105,193	8.94%	+54,275	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,771,556	3.86%	+9,595	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	673,363	1.47%	+34,686	Jun 30, 2026	iShares Trust, not summed
3.3	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	253,129	0.55%	-33,689	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	162,486	0.35%	-62,109	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	82,982	0.18%	—	Jun 30, 2026	iShares Trust, not summed
4	Randall D. Rogers, Jr. 13G CIK 1718506 · Unknown · Feb 9, 2026 Rule 13d-1(d), exempt investor	3,775,767	8.22%	-22,334	Feb 9, 2026	Rule 13d-1(d), exempt investor
5	Rogers Randall D. Jr. Insider CIK 2135838 · May 21, 2026 Director, issuer-wide	3,775,361	8.22%	—	May 21, 2026	Director, issuer-wide
6	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,827,144	3.98%	+68,159	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	218,543	0.48%	+8,778	Jul 31, 2026	Dimensional ETF Trust, not summed
6.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	214,544	0.47%	+5,133	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	195,598	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	190,480	0.41%	+8,774	Jul 31, 2026	Dimensional ETF Trust, not summed
6.5	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	180,083	0.39%	+5,012	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,066,972	2.32%	+32,340	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	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	270,069	0.59%	+504	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	150,894	0.33%	-1,950	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	9,450	0.02%	+500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.4	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	5,756	0.01%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	2,957	0.01%	+357	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
8	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,044,992	2.27%	-48,012	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	672,733	1.46%	-49,200	May 29, 2026	Delaware Group Equity Funds V, not summed
8.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	356,950	0.78%	+1,800	Jun 30, 2026	Delaware VIP Trust, not summed
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,015,813	2.21%	+15,037	Jun 30, 2026	carried, not yet filed for the newest quarter
10	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	837,052	1.82%	+94,417	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Doma Perpetual Capital Management LLC 13F CIK 1962221 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	810,082	1.76%	-305,512	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	740,326	1.61%	+14,891	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	674,095	1.47%	+80,004	May 31, 2026	American Century ETF Trust, not summed
14	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	657,690	1.43%	+9,400	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	527,047	1.15%	-40,220	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Royce Small-Cap Total Return Fund Fund S000009510 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	301,617	0.66%	-38,445	Jun 30, 2026	ROYCE FUND, not summed
15.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	88,768	0.19%	0	Jun 30, 2026	ROYCE FUND, not summed
15.3	Royce SMid-Cap Total Return Fund Fund S000009522 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	10,960	0.02%	-727	Jun 30, 2026	ROYCE FUND, not summed
16	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	488,221	1.06%	+23,558	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	337,422	0.73%	+9,570	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	O'Brien Patrick D. Insider CIK 1719805 · Aug 20, 2026 Director, issuer-wide	323,749	0.70%	+328	Aug 20, 2026	Director, issuer-wide
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	308,775	0.67%	+10,715	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	11	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	301,802	0.66%	+14,709	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	34,539	0.08%	0	Jun 30, 2026	Northern Funds, not summed
20.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	12,801	0.03%	+915	Jun 30, 2026	Northern Funds, not summed
20.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,101	0.01%	-164	Jun 30, 2026	Northern Funds, not summed
20.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,888	0.01%	+192	Jul 31, 2026	FlexShares Trust, not summed
21	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	298,438	0.65%	-3,970	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	75,900	0.17%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
22	BANC FUNDS CO LLC 13F CIK 1029311 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	285,062	0.62%	+4,000	Jun 30, 2026	carried, not yet filed for the newest quarter
23	BASSWOOD CAPITAL MANAGEMENT, L.L.C. 13F CIK 1085393 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	273,747	0.60%	0	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	252,548	0.55%	+4,466	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	140,657	0.31%	-2,180	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	61,382	0.13%	+4,539	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	17,882	0.04%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	17,502	0.04%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	240,395	0.52%	+85,328	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	92,999	0.20%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.2	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	36,293	0.08%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.3	Invesco Dorsey Wright SmallCap Momentum ETF Fund S000037586 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	32,232	0.07%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.4	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	29,714	0.06%	+512	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.5	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	24,015	0.05%	-2,305	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	234,378	0.51%	-1,768	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Valeo Financial Advisors, LLC 13F CIK 1722641 · Registered investment adviser · Sep 30, 2026	222,274	0.48%	-4,724	Sep 30, 2026
28	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	220,641	0.48%	+7,789	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Dunlap Michael J. Insider CIK 1718495 · Feb 1, 2026 Director, President, COO, issuer-wide	212,196	0.46%	-7,766	Feb 1, 2026	Director, President, COO, issuer-wide
30	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	190,624	0.42%	+8,748	Jun 30, 2026	carried, not yet filed for the newest quarter
31	DENALI ADVISORS LLC 13F CIK 1142941 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	174,576	0.38%	-20,134	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Dury Michael R. Insider CIK 1718356 · Aug 5, 2026 CEO of Merchants Capital, issuer-wide	168,902	0.37%	-3,700	Aug 5, 2026	CEO of Merchants Capital, issuer-wide
33	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	142,476	0.31%	-140	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	47,827	0.10%	+254	Jul 31, 2026	Principal Funds, Inc, not summed
33.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	21,659	0.05%	-1,427	Jul 31, 2026	Principal Funds, Inc, not summed
33.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	753	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed
34	Ballast Asset Management, LP 13F CIK 1998389 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	135,270	0.29%	-1,316	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	133,176	0.29%	+4,647	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
36	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	127,174	0.28%	+127,174	Sep 30, 2026
37	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	121,142	0.26%	+14,785	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	117,459	0.26%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
39	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	112,021	0.24%	+26,179	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	48,465	0.11%	-6,286	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
40	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	109,777	0.24%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
41	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	105,673	0.23%	+2,715	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	DWS Global Small Cap Fund Fund S000005468 · Registered fund · Jul 31, 2026 DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed	35,983	0.08%	+546	Jul 31, 2026	DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed
41.2	DWS Global Small Cap VIP Fund S000006246 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES I, not summed	13,784	0.03%	-284	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES I, not summed
41.3	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	3,980	0.01%	+349	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
42	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	101,685	0.22%	+1,089	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
43	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	100,916	0.22%	-15,439	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	52,340	0.11%	-12,378	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
43.2	First Trust NASDAQ ABA Community Bank Index Fund Fund S000026211 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	16,192	0.04%	-13	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
43.3	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	14,070	0.03%	-923	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
43.4	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	2,433	0.01%	+116	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
44	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	100,763	0.22%	-4,294	Jun 30, 2026	carried, not yet filed for the newest quarter
45	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	98,874	0.22%	-8,697	Jun 30, 2026	carried, not yet filed for the newest quarter
46	BALLAST SMALL/MID CAP ETF Fund S000070046 · Registered fund · Jun 30, 2026 Unified Series Trust, not summed	92,817	0.20%	-1,316	Jun 30, 2026	Unified Series Trust, not summed
47	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	71,239	0.16%	-55,322	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	17,927	0.04%	-2,561	May 31, 2026	Goldman Sachs ETF Trust, not summed
47.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,986	0.00%	+476	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
48	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	70,459	0.15%	-2,293	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	43,845	0.10%	-2,903	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
48.2	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	35	0.00%	-1	Jun 30, 2026	Columbia ETF Trust I, not summed
49	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	66,756	0.15%	-10,678	Jun 30, 2026	carried, not yet filed for the newest quarter
50	XTX Topco Ltd 13F CIK 1828301 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	64,985	0.14%	+45,338	Jun 30, 2026	carried, not yet filed for the newest quarter

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

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1629019 CUSIP 58844R108 13F (30d) 36 filings 36 filers Visit website Investor relations