MEDP · Medpace Holdings, Inc. · Shareholders & Ownership

$656.90 +34.47 (+5.54%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$17.37B

27.91M

Volume · Oct 21 660.03K Avg daily vol (3M) 274.28K

Every disclosed holder of MEDP 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 MEDP

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)	711	24,576,754	88.05%	Yes
Insiders (Forms 3, 4, 5)	10	5,238,047	18.77%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,903,146	-6.82%	Negative
Registered funds (N-PORT, not summed)	539	9,960,686	35.69%	No

Shares outstanding: 27,911,655, 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 MEDP

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	Troendle August J. Insider CIK 1622058 · Sep 30, 2026 Director, CEO, 10% Owner, issuer-wide	5,071,244	18.17%	-48,667	Sep 30, 2026	Director, CEO, 10% Owner, issuer-wide
1.1	August J. Troendle 13D CIK 1622058 · Unknown · Sep 24, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands not summed	5,396,508	19.33%	-286,426	Sep 24, 2026	not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,498,248	8.95%	+27,808	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	772,113	2.77%	+31,374	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Biotechnology ETF Fund S000004350 · Registered fund · Jun 30, 2026 iShares Trust, not summed	163,042	0.58%	-6,880	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	135,882	0.49%	-14,225	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	134,962	0.48%	-1,466	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	95,813	0.34%	+10,179	Jun 30, 2026	iShares Trust, not summed
3	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,069,677	7.42%	+1,780,170	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	PRICE T ROWE ASSOCIATES INC /MD/ 13G CIK 80255 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,069,679	7.42%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	T. Rowe Price Large-Cap Growth Fund Fund S000002095 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	376,363	1.35%	—	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
3.3	T. Rowe Price Health Sciences Fund, Inc. Fund S000002088 · Registered fund · Jun 30, 2026 T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed	84,145	0.30%	+61,213	Jun 30, 2026	T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
3.4	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	61,427	0.22%	+7,840	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
3.5	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	34,766	0.12%	-34	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
4	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,278,935	4.58%	-74,902	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	61,966	0.22%	-7,988	Jun 30, 2026	AQR Funds, not summed
4.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	49,377	0.18%	+9,915	Jun 30, 2026	AQR Funds, not summed
4.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	23,207	0.08%	-5,524	Jun 30, 2026	AQR Funds, not summed
4.4	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	15,003	0.05%	—	Jun 30, 2026	AQR Funds, not summed
4.5	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	10,302	0.04%	-1,558	Jun 30, 2026	AQR Funds, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,133,357	4.06%	+11,668	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,026,820	3.68%	+15,749	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	724,942	2.60%	+6,848	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	710,895	2.55%	+28,666	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	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	114,206	0.41%	+4,689	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	34,962	0.13%	+928	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	8,001	0.03%	+160	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.4	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	4,760	0.02%	+40	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF Fund S000033831 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	145	0.00%	-38	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	710,465	2.55%	-34,641	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	579,241	2.08%	+1,667	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	295,760	1.06%	-18,749	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.2	Invesco S&P MidCap Momentum ETF Fund S000003056 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	122,494	0.44%	+15,150	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.3	Invesco Summit Fund Fund S000022173 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	27,000	0.10%	—	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
10.4	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	24,338	0.09%	+5,773	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.5	Invesco S&P MidCap 400 GARP ETF Fund S000060794 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	18,969	0.07%	+1,784	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	523,659	1.88%	+122	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	473,211	1.70%	-29,980	Jun 30, 2026	carried, not yet filed for the newest quarter
13	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	465,944	1.67%	-170,651	Sep 30, 2026
13.1	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	136,556	0.49%	-24,748	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
13.2	Wasatch Small Cap Growth Fund Fund S000000887 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	79,841	0.29%	-10,408	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
13.3	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	60,092	0.22%	-14,192	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
13.4	Wasatch Ultra Growth Fund Fund S000000879 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	8,639	0.03%	—	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
13.5	Wasatch Global Opportunities Fund Fund S000022592 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	6,659	0.02%	+1,393	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	429,012	1.54%	+33,243	Jun 30, 2026	carried, not yet filed for the newest quarter
15	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	415,588	1.49%	-89,080	Jun 30, 2026	carried, not yet filed for the newest quarter
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	397,500	1.42%	+49,015	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	67,896	0.24%	+3,460	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	53,017	0.19%	+12,936	Jul 31, 2026	Dimensional ETF Trust, not summed
16.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	41,624	0.15%	+3,082	Jul 31, 2026	Dimensional ETF Trust, not summed
16.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	34,137	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.5	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	27,467	0.10%	+3,526	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	317,548	1.14%	+29,126	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	39	0.00%	+12	Jul 31, 2026	E Trade Trust, not summed
18	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	303,926	1.09%	-36,507	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	302,065	1.08%	+9,019	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	282,897	1.01%	-2,534	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	53,010	0.19%	-950	Jul 31, 2026	Old Westbury Funds Inc, not summed
20.2	Old Westbury All Cap Core Fund Fund S000001859 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	30,513	0.11%	0	Jul 31, 2026	Old Westbury Funds Inc, not summed
20.3	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	4,081	0.01%	+396	Jul 31, 2026	Old Westbury Funds Inc, not summed
21	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	269,615	0.97%	+56,266	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
22	Mawer Investment Management Ltd. 13F CIK 1538449 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	267,175	0.96%	-178,929	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Epoch Investment Partners, Inc. 13F CIK 1305841 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	266,547	0.96%	+125,588	Jun 30, 2026	carried, not yet filed for the newest quarter
24	TD Asset Management Inc 13F CIK 1056053 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	263,872	0.95%	+130,819	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	258,774	0.93%	+8,605	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	256,341	0.92%	+24,849	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	THRIVENT MID CAP STOCK FUND Fund S000001345 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	62,073	0.22%	+545	Jul 31, 2026	Thrivent Mutual Funds, not summed
26.2	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	61,752	0.22%	-777	Jul 31, 2026	Thrivent Mutual Funds, not summed
26.3	THRIVENT MID CAP STOCK PORTFOLIO Fund S000001420 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	47,587	0.17%	+9,454	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
26.4	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	20,580	0.07%	+79	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
26.5	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	6,985	0.03%	+178	Jul 31, 2026	Thrivent Mutual Funds, not summed
27	Giverny Capital Inc. 13F CIK 1641864 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	253,931	0.91%	-2,150	Jun 30, 2026	carried, not yet filed for the newest quarter
28	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	250,781	0.90%	+82,294	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	34,200	0.12%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
28.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,321	0.00%	+574	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
28.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	764	0.00%	+6	May 31, 2026	Goldman Sachs ETF Trust II, not summed
28.4	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	652	0.00%	-508	Jul 31, 2026	Goldman Sachs Trust II, not summed
28.5	Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Fund S000083005 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	395	0.00%	+24	May 31, 2026	Goldman Sachs ETF Trust, not summed
29	Madison Asset Management, LLC 13F CIK 1299351 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	243,502	0.87%	-18,791	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Madison Mid Cap Fund Fund S000020651 · Registered fund · Jul 31, 2026 MADISON FUNDS, not summed	111,036	0.40%	-14,659	Jul 31, 2026	MADISON FUNDS, not summed
29.2	Mid Cap Fund Fund S000019983 · Registered fund · Jun 30, 2026 ULTRA SERIES FUND, not summed	6,655	0.02%	-608	Jun 30, 2026	ULTRA SERIES FUND, not summed
29.3	Madison Small Cap Fund Fund S000020659 · Registered fund · Jul 31, 2026 MADISON FUNDS, not summed	2,921	0.01%	-2,431	Jul 31, 2026	MADISON FUNDS, not summed
30	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	234,537	0.84%	-198,065	Jun 30, 2026	carried, not yet filed for the newest quarter
31	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	230,555	0.83%	+156,900	Jun 30, 2026	carried, not yet filed for the newest quarter
32	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	226,954	0.81%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	226,104	0.81%	+50,138	Jun 30, 2026	carried, not yet filed for the newest quarter
34	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	225,430	0.81%	-850	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,666	0.05%	+578	Jun 30, 2026	Northern Funds, not summed
34.2	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,376	0.02%	+336	Jul 31, 2026	FlexShares Trust, not summed
34.3	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,666	0.01%	-2,139	Jun 30, 2026	Northern Funds, not summed
34.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	948	0.00%	+486	Jul 31, 2026	FlexShares Trust, not summed
35	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	220,720	0.79%	+8,537	Jun 30, 2026	carried, not yet filed for the newest quarter
36	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	214,912	0.77%	+61,306	Jun 30, 2026	carried, not yet filed for the newest quarter
37	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	211,847	0.76%	+15,334	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	60,580	0.22%	+393	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	47,527	0.17%	+4,852	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	23,437	0.08%	+614	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	13,732	0.05%	+483	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.5	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	13,374	0.05%	-628	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38	AMERICAN CAPITAL MANAGEMENT INC 13F CIK 1320168 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	210,217	0.75%	-7,730	Jun 30, 2026	carried, not yet filed for the newest quarter
39	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	195,579	0.70%	+20,864	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Gateway Fund Fund S000019169 · Registered fund · Jun 30, 2026 Gateway Trust, not summed	11,559	0.04%	—	Jun 30, 2026	Gateway Trust, not summed
39.2	Natixis Gateway Quality Income ETF Fund S000083143 · Registered fund · Jun 30, 2026 Natixis ETF Trust, not summed	2,696	0.01%	—	Jun 30, 2026	Natixis ETF Trust, not summed
40	JONES FINANCIAL COMPANIES LLLP 13F CIK 815917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	191,268	0.69%	+23,073	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	185,522	0.66%	+22,725	Jun 30, 2026	carried, not yet filed for the newest quarter
42	RIVERBRIDGE PARTNERS LLC 13F CIK 1112325 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	183,941	0.66%	-53,466	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Riverbridge Growth Fund Fund S000039554 · Registered fund · May 31, 2026 INVESTMENT MANAGERS SERIES TRUST, not summed	4,699	0.02%	-923	May 31, 2026	INVESTMENT MANAGERS SERIES TRUST, not summed
43	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	180,531	0.65%	-21,180	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	81,101	0.29%	-2,199	Jun 30, 2026	Putnam Funds Trust, not summed
43.2	Franklin U.S. Mid Cap Multifactor Index ETF Fund S000057201 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	8,480	0.03%	+1,792	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
43.3	Franklin U.S. Large Cap Multifactor Index ETF Fund S000057200 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	4,696	0.02%	+784	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
43.4	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	3,079	0.01%	+455	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
43.5	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	2,431	0.01%	+388	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
44	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	173,049	0.62%	+130,695	Jun 30, 2026	Capitol Series Trust, not summed
45	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	172,696	0.62%	-10,076	Jun 30, 2026	carried, not yet filed for the newest quarter
46	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	170,034	0.61%	+67,616	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Columbia Acorn Fund Fund S000009184 · Registered fund · Jun 30, 2026 COLUMBIA ACORN TRUST, not summed	26,078	0.09%	—	Jun 30, 2026	COLUMBIA ACORN TRUST, not summed
46.2	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	16,014	0.06%	-395	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
46.3	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	11,348	0.04%	+1,337	Jul 31, 2026	Columbia ETF Trust I, not summed
46.4	Columbia Variable Portfolio - Acorn Fund Fund S000008981 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed	5,046	0.02%	—	Jun 30, 2026	COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed
46.5	Columbia Disciplined Growth Fund Fund S000031351 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	3,856	0.01%	-2,468	Jul 31, 2026	Columbia Funds Series Trust II, not summed
47	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	155,517	0.56%	+14,907	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Caisse de depot et placement du Quebec 13F CIK 898286 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	152,908	0.55%	+22,659	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	146,588	0.53%	-12,652	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,564	0.01%	+47	Jul 31, 2026	BNY Mellon ETF Trust, not summed
50	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	145,906	0.52%	+3,371	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1668397 CUSIP 58506Q109 13F (30d) 112 filings 109 filers Visit website Investor relations