MD · Pediatrix Medical Group, Inc. · Shareholders & Ownership

$31.57 +0.28 (+0.89%) Play latest call Q3 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.44B

78.12M

Volume · Nov 9 34.22K Avg daily vol (3M) 753.2K

Every disclosed holder of MD 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 MD

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)	317	84,410,621	108.05%	Yes
Insiders (Forms 3, 4, 5)	13	1,261,284	1.61%	Yes
13D/G-only blocks	2	7,025,042	8.99%	Yes
Remaining	—	14,572,231	-18.65%	Negative
Registered funds (N-PORT, not summed)	326	46,615,726	59.67%	No

Shares outstanding: 78,124,716, 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 MD

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	13,714,275	17.55%	+139,902	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	4,832,166	6.19%	-219,878	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,177,631	2.79%	+86,793	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	776,149	0.99%	+43,249	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	720,488	0.92%	-7,453	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · Aug 31, 2026 BlackRock Funds, not summed	300,188	0.38%	+34,746	Aug 31, 2026	BlackRock Funds, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,985,147	7.66%	-168,979	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	4,405,903	5.64%	+185,592	Sep 30, 2026
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	686,570	0.88%	+159,972	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	525,595	0.67%	+22,183	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	512,663	0.66%	+46,344	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	369,648	0.47%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	319,561	0.41%	+6,955	Jul 31, 2026	Dimensional ETF Trust, not summed
4	EARNEST PARTNERS LLC 13G CIK 1102578 · Registered investment adviser · May 31, 2024 Rule 13d-1(b), qualified institution, unconfirmed, last confirmed May 31, 2024	3,876,602	4.96%	-941,488	May 31, 2024	Rule 13d-1(b), qualified institution, unconfirmed, last confirmed May 31, 2024
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,620,040	4.63%	-36,281	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	3,533,248	4.52%	+154,748	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	737,259	0.94%	-22,340	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	452,289	0.58%	+8,254	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S&P(R) Health Care Services ETF Fund S000012331 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	95,947	0.12%	+12,022	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	60,279	0.08%	+26,911	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	30,274	0.04%	+400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,416,913	4.37%	-425,020	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	2,270,000	2.91%	-360,000	Jun 30, 2026	Victory Portfolios, not summed
7.2	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	217,530	0.28%	+26,433	Jun 30, 2026	Victory Portfolios II, not summed
7.3	VictoryShares Small Cap Free Cash Flow ETF Fund S000080690 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	121,766	0.16%	+30,427	Jun 30, 2026	Victory Portfolios II, not summed
7.4	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	68,887	0.09%	0	Jul 31, 2026	Victory Portfolios III, not summed
7.5	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · Aug 31, 2026 Victory Portfolios III, not summed	10,163	0.01%	0	Aug 31, 2026	Victory Portfolios III, not summed
8	Rubric Capital Management LP 13G CIK 1687509 · Registered investment adviser · Dec 31, 2024 Rule 13d-1(b), qualified institution	3,148,440	4.03%	-5,126,560	Dec 31, 2024	Rule 13d-1(b), qualified institution
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,616,995	3.35%	-10,845	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	2,219,261	2.84%	-279,623	Sep 30, 2026
10.1	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Sep 30, 2026 WASATCH FUNDS TRUST, not summed	849,088	1.09%	-141,652	Sep 30, 2026	WASATCH FUNDS TRUST, not summed
10.2	Wasatch Long/Short Alpha Fund Fund S000073482 · Registered fund · Sep 30, 2026 WASATCH FUNDS TRUST, not summed	13,741	0.02%	-10,321	Sep 30, 2026	WASATCH FUNDS TRUST, not summed
11	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,192,017	2.81%	-1,733,349	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Small Cap Value Fund Fund S000005781 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	1,110,000	1.42%	-135,000	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
11.2	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	15,818	0.02%	0	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
12	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Sep 30, 2026	2,070,961	2.65%	+452,051	Sep 30, 2026
12.1	Allspring SMID Core ETF Fund S000093515 · Registered fund · Jun 30, 2026 ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed	79,434	0.10%	+28,270	Jun 30, 2026	ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed
12.2	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	74,586	0.10%	—	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
12.3	Allspring Special Global Small Cap Fund Fund S000029113 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	31,515	0.04%	-1,175	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
12.4	Allspring Disciplined Small Cap Fund Fund S000007342 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	22,422	0.03%	+1,466	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	2,061,783	2.64%	-164,245	Sep 30, 2026
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,881,693	2.41%	-31,526	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Sep 30, 2026	1,729,154	2.21%	+536,841	Sep 30, 2026
15.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	101,500	0.13%	+38,066	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
16	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,721,451	2.20%	+492,020	Jun 30, 2026	carried, not yet filed for the newest quarter
17	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	1,648,328	2.11%	+469,800	Jun 30, 2026	Capitol Series Trust, not summed
18	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,613,100	2.06%	-95,333	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,338,592	1.71%	+576,095	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Rockefeller US Small Cap Core Fund Fund S000080973 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	100,849	0.13%	-34,635	Aug 31, 2026	Trust for Professional Managers, not summed
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,328,477	1.70%	+77,852	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	26	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,294,185	1.66%	-149,206	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	391,343	0.50%	-57,656	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	382,144	0.49%	-22,767	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	202,326	0.26%	+14,594	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	102,158	0.13%	-17,298	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	52,351	0.07%	+443	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,287,300	1.65%	-245,000	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,193,047	1.53%	-25,464	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,173,609	1.50%	+251,432	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	585,842	0.75%	+119,013	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.2	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	197,070	0.25%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	106,582	0.14%	-1,034	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24.4	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	96,912	0.12%	-5,564	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.5	Invesco S&P SmallCap Health Care ETF Fund S000028299 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	75,168	0.10%	+16,203	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	987,860	1.26%	+566,451	Jun 30, 2026	carried, not yet filed for the newest quarter
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	934,307	1.20%	+34,037	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	42,142	0.05%	+2,066	Jun 30, 2026	Northern Funds, not summed
26.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	19,118	0.02%	-1,004	Jul 31, 2026	FlexShares Trust, not summed
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	919,257	1.18%	-17,056	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	914,348	1.17%	+235,578	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Royce Small-Cap Total Return Fund Fund S000009510 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	371,353	0.48%	+28,444	Jun 30, 2026	ROYCE FUND, not summed
28.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	227,529	0.29%	+165,716	Jun 30, 2026	ROYCE FUND, not summed
28.3	Royce Capital Fund - Small-Cap Portfolio Fund S000009497 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	101,590	0.13%	+40,474	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
28.4	Royce Small-Cap Value Fund Fund S000009516 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	60,969	0.08%	+25,497	Jun 30, 2026	ROYCE FUND, not summed
29	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	912,380	1.17%	-58,230	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	868,272	1.11%	-84,827	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	299,153	0.38%	-48,500	Jun 30, 2026	College Retirement Equities Fund, not summed
30.2	Nuveen Small Cap Value Opportunities Fund Fund S000000606 · Registered fund · Jun 30, 2026 Nuveen Investment Trust, not summed	232,532	0.30%	0	Jun 30, 2026	Nuveen Investment Trust, not summed
30.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	110,527	0.14%	+7,973	Jul 31, 2026	TIAA-CREF Funds, not summed
30.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	62,605	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
30.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,877	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
31	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	825,636	1.06%	-25,828	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	118,711	0.15%	—	Aug 31, 2026	Goldman Sachs Trust, not summed
31.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	43,427	0.06%	+2,390	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
31.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	26,900	0.03%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
31.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	6,333	0.01%	-3,232	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
32	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	761,642	0.97%	+9,866	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	265,000	0.34%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
32.2	Small-Cap Value Fund Fund S000004427 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	75,000	0.10%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
33	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	761,010	0.97%	-9,705	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	149,393	0.19%	-16,092	Jun 30, 2026	AB CAP FUND, INC., not summed
34	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	749,810	0.96%	-47,841	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
35	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	741,386	0.95%	-1,526,048	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	910,853	1.17%	+65,970	Jul 31, 2026	Fidelity Salem Street Trust, not summed
35.2	Select Health Care Services Portfolio Fund S000007472 · Registered fund · Aug 31, 2026 Fidelity Select Portfolios, not summed	670,100	0.86%	-24,900	Aug 31, 2026	Fidelity Select Portfolios, not summed
35.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	391,769	0.50%	-43,985	Aug 31, 2026	Fidelity Concord Street Trust, not summed
35.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	152,722	0.20%	-6,046	Aug 31, 2026	Fidelity Concord Street Trust, not summed
35.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	124,165	0.16%	-5,150	Aug 31, 2026	Fidelity Concord Street Trust, not summed
36	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	663,400	0.85%	-3,709	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	300,646	0.38%	-2,500	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
36.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	114,971	0.15%	-10,692	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
36.3	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	138	0.00%	+8	Jun 30, 2026	Columbia ETF Trust I, not summed
37	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	646,307	0.83%	-1,567	Jun 30, 2026	Bridge Builder Trust, not summed
38	Dana Investment Advisors, Inc. 13F CIK 1427514 · Registered investment adviser · Sep 30, 2026	634,260	0.81%	-47,488	Sep 30, 2026
39	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	623,087	0.80%	-78,000	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Oberweis Micro-Cap Fund Fund S000010231 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	601,700	0.77%	-70,900	Jun 30, 2026	OBERWEIS FUNDS, not summed
40	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	619,935	0.79%	+75,763	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Tidal Investments LLC 13F CIK 1600064 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	616,048	0.79%	+441,959	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Rockefeller U.S. Small-Mid Cap ETF Fund S000086716 · Registered fund · Jul 31, 2026 Tidal Trust III, not summed	482,362	0.62%	—	Jul 31, 2026	Tidal Trust III, not summed
41.2	Even Herd Long Short ETF Fund S000084434 · Registered fund · Jun 30, 2026 Tidal Trust II, not summed	14,999	0.02%	-264	Jun 30, 2026	Tidal Trust II, not summed
41.3	Intech S&P Small-Mid Cap Diversified Alpha ETF Fund S000090661 · Registered fund · Jul 31, 2026 Tidal Trust III, not summed	7,591	0.01%	+1,516	Jul 31, 2026	Tidal Trust III, not summed
41.4	Adasina Social Justice All Cap Global ETF Fund S000069950 · Registered fund · Aug 31, 2026 Tidal Trust I, not summed	3,570	0.00%	—	Aug 31, 2026	Tidal Trust I, not summed
42	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	563,461	0.72%	+108,715	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	547,506	0.70%	-16,913	Sep 30, 2026
44	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	542,433	0.69%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	533,800	0.68%	-11,800	Jun 30, 2026	carried, not yet filed for the newest quarter
46	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	504,348	0.65%	+43,014	Sep 30, 2026
46.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	72,885	0.09%	+5,192	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
46.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	59,081	0.08%	-7,087	Jul 31, 2026	Principal Funds, Inc, not summed
46.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	5,529	0.01%	+2,778	Jul 31, 2026	Principal Funds, Inc, not summed
47	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	500,118	0.64%	-95,392	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	421,642	0.54%	+9,866	Jun 30, 2026	EA Series Trust, not summed
47.2	Euclidean Fundamental Value ETF Fund S000079847 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	75,004	0.10%	+12,561	Jun 30, 2026	EA Series Trust, not summed
48	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	495,616	0.63%	+47,182	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	317,511	0.41%	+4,298	Jun 30, 2026	PIMCO Equity Series, not summed
49	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	477,344	0.61%	+38,497	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
50	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	471,289	0.60%	-89,280	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	53,328	0.07%	+9,568	Jun 30, 2026	AQR Funds, not summed
50.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	9,568	0.01%	—	Mar 31, 2026	AQR Funds, not summed

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

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Key facts CIK 893949 CUSIP 58502B106 13F (30d) 149 filings 128 filers Visit website Investor relations