MGY · Magnolia Oil & Gas Corp · Shareholders & Ownership

$25.36 -0.08 (-0.29%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$6.03B

236.97M

Volume · Oct 22 764.18K Avg daily vol (3M) 4.56M

Every disclosed holder of MGY 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 MGY

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)	412	208,838,017	88.13%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	2	35,614,306	15.03%	Yes
Remaining	—	7,483,731	-3.16%	Negative
Registered funds (N-PORT, not summed)	415	121,032,989	51.08%	No

Shares outstanding: 236,968,592, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 MGY

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	WildFire Energy I LLC 13G CIK 2153177 · Unknown · Sep 10, 2026 Rule 13d-1(c), passive investor	32,203,000	13.59%	—	Sep 10, 2026	Rule 13d-1(c), passive investor
1.1	WildFire Energy I LLC Insider CIK 2153177 · Sep 10, 2026 10% Owner, issuer-wide, not summed	32,203,000	13.59%	—	Sep 10, 2026	10% Owner, issuer-wide, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	31,972,219	13.49%	+2,481,070	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	11,142,411	4.70%	+279,475	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,776,164	2.02%	+350,564	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,717,650	0.72%	+1,420,437	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,592,177	0.67%	-174,798	Jun 30, 2026	iShares Trust, not summed
2.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	817,298	0.34%	+630,460	May 29, 2026	BlackRock Funds, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,341,201	6.47%	+2,357,806	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	15,517,234	6.55%	+2,446,626	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	11,011,458	4.65%	+502,218	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Small Cap Value Fund Fund S000005781 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	1,775,000	0.75%	-325,000	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
4.2	Small Cap Dividend Fund Fund S000075489 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	48,256	0.02%	+2,968	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,941,466	4.20%	+445,191	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF Fund S000012319 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,847,539	1.20%	+1,734	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	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	1,693,525	0.71%	+55,336	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	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	957,691	0.40%	+10,430	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	64,100	0.03%	+1,500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	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	37,127	0.02%	+480	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,663,263	3.23%	+474,839	Jun 30, 2026	carried, not yet filed for the newest quarter
7	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,117,449	3.00%	+88,668	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,273,689	0.54%	+51,732	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,136,528	0.48%	+9,888	Jul 31, 2026	Dimensional ETF Trust, not summed
7.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	767,140	0.32%	+18,757	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	719,063	0.30%	+132,314	Jul 31, 2026	Dimensional ETF Trust, not summed
7.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	445,985	0.19%	-325	Jul 31, 2026	Dimensional ETF Trust, not summed
8	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,427,893	2.71%	+148,257	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	941,959	0.40%	+23,758	Jun 30, 2026	Janus Investment Fund, not summed
8.2	Janus Henderson Small-Mid Cap Value Fund Fund S000035097 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	74,975	0.03%	-1,807	Jun 30, 2026	Janus Investment Fund, not summed
9	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	6,327,650	2.67%	+441,063	May 31, 2026	American Century ETF Trust, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,872,069	2.48%	+369,162	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,463,526	2.31%	-800,282	Jun 30, 2026	carried, not yet filed for the newest quarter
12	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,180,518	2.19%	-13,369	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,802,973	2.03%	+264,861	Jun 30, 2026	carried, not yet filed for the newest quarter
14	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,311,973	1.82%	-660,288	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	2,010,862	0.85%	-187,195	May 29, 2026	Delaware Group Equity Funds V, not summed
14.2	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	1,275,240	0.54%	-285,400	May 29, 2026	Delaware Group Equity Funds V, not summed
14.3	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	566,200	0.24%	-95,000	Jun 30, 2026	Delaware VIP Trust, not summed
15	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,253,346	1.79%	+375,985	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,242,492	1.79%	+281,240	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,122,434	1.74%	-328,808	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	805,472	0.34%	-16,396	Jun 30, 2026	AB TRUST, not summed
17.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	245,176	0.10%	-32,857	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
17.3	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	236,763	0.10%	-25,980	Jun 30, 2026	AB CAP FUND, INC., not summed
17.4	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	198,115	0.08%	+31,255	Jun 30, 2026	Bernstein Fund Inc, not summed
17.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	8,056	0.00%	-950	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
18	TD Asset Management Inc 13F CIK 1056053 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,934,160	1.66%	-1,007,819	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Epoch Investment Partners, Inc. 13F CIK 1305841 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,569,975	1.51%	-705,534	Jun 30, 2026	carried, not yet filed for the newest quarter
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,429,471	1.45%	+401,496	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	126	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21	First Trust Portfolios L.P. 13G CIK 1184765 · Unknown · Mar 31, 2025 Rule 13d-1(b), qualified institution	3,411,306	1.44%	-15,473,395	Mar 31, 2025	Rule 13d-1(b), qualified institution
22	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,982,883	1.26%	-108,170	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,810,000	0.76%	-80,000	Jun 30, 2026	Victory Portfolios, not summed
22.2	VictoryShares Small Cap Free Cash Flow ETF Fund S000080690 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	189,783	0.08%	+41,341	Jun 30, 2026	Victory Portfolios II, not summed
22.3	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	176,645	0.07%	-112,429	Jun 30, 2026	Victory Portfolios II, not summed
22.4	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	88,363	0.04%	-3,125	Jun 30, 2026	Victory Portfolios II, not summed
22.5	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	73,541	0.03%	0	Jul 31, 2026	Victory Portfolios III, not summed
23	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	2,917,675	1.23%	+1,524,702	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
24	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,917,419	1.23%	-163,845	Jun 30, 2026	carried, not yet filed for the newest quarter
25	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,777,352	1.17%	-35,926	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,667,136	1.13%	-31,868	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	1,650,717	0.70%	-25,135	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
26.2	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	250,965	0.11%	+14,534	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
27	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,642,440	1.12%	+1,051,870	Jun 30, 2026	carried, not yet filed for the newest quarter
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,618,204	1.10%	+4,726	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	868,484	0.37%	-22,911	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	654,057	0.28%	-45,907	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	564,787	0.24%	+167,600	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	186,564	0.08%	+12,555	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	139,579	0.06%	+32,018	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29	Janus Henderson Triton Fund Fund S000010485 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	2,609,112	1.10%	+42,593	Jun 30, 2026	Janus Investment Fund, not summed
30	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,537,333	1.07%	-129,315	Jun 30, 2026	carried, not yet filed for the newest quarter
31	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,406,168	1.02%	-725,180	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	270,155	0.11%	-34,619	May 31, 2026	Goldman Sachs Trust, not summed
31.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	168,449	0.07%	+10,226	Jul 31, 2026	Goldman Sachs Trust, not summed
31.3	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	154,220	0.07%	-121,868	Jul 31, 2026	Goldman Sachs Trust, not summed
31.4	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	75,957	0.03%	+54,843	Jul 31, 2026	Goldman Sachs Trust, not summed
31.5	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	48,597	0.02%	+647	May 31, 2026	Goldman Sachs ETF Trust, not summed
32	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,384,760	1.01%	-843,146	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,228,804	0.94%	-24,264	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	493,760	0.21%	-9,780	Jul 31, 2026	TIAA-CREF Funds, not summed
33.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	491,583	0.21%	-41,250	Jun 30, 2026	College Retirement Equities Fund, not summed
33.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	303,152	0.13%	+88,094	Jul 31, 2026	TIAA-CREF Funds, not summed
33.4	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	262,080	0.11%	-44,400	Jul 31, 2026	TIAA-CREF Funds, not summed
33.5	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	193,183	0.08%	0	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
34	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,219,966	0.94%	+47,846	Jun 30, 2026	carried, not yet filed for the newest quarter
35	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	2,115,127	0.89%	+2,115,127	Sep 30, 2026
36	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,065,051	0.87%	-114,593	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	717,570	0.30%	-77,306	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
36.2	Loomis Sayles Small/Mid Cap Growth Fund Fund S000049859 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	98,316	0.04%	-9,730	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
37	Reaves Utility Income Fund Fund · Registered fund · Jul 31, 2026 Reaves Utility Income Fund, not summed	2,025,000	0.85%	—	Jul 31, 2026	Reaves Utility Income Fund, not summed
37.1	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	8,505	0.00%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
38	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,944,363	0.82%	+777	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	7,233	0.00%	+724	Jul 31, 2026	BNY Mellon ETF Trust, not summed
39	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,894,970	0.80%	-237,130	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	93,869	0.04%	+9,531	Jun 30, 2026	Northern Funds, not summed
39.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	47,874	0.02%	+15,380	Jul 31, 2026	FlexShares Trust, not summed
39.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	18,841	0.01%	-538	Jun 30, 2026	Northern Funds, not summed
40	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,857,192	0.78%	+322,820	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Small Cap Core Fund Fund S000043450 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	1,280,550	0.54%	+341,480	Jul 31, 2026	John Hancock Investment Trust, not summed
40.2	John Hancock Multifactor Small Cap ETF Fund S000059464 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	71,392	0.03%	-6,763	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
41	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,713,122	0.72%	+1,468,803	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	2,191,474	0.92%	-10,692	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
41.2	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	946,800	0.40%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
41.3	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	520,165	0.22%	+5,265	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
41.4	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	271,243	0.11%	-9,907	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
41.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	28,971	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
42	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13F CIK 1009016 · Unknown · Sep 30, 2026	1,711,173	0.72%	+840,275	Sep 30, 2026
43	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,503,941	0.63%	+333,732	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,432,736	0.60%	+103,145	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
45	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	1,421,183	0.60%	+271,967	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
46	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,416,670	0.60%	-277,125	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,343,441	0.57%	+81,916	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
48	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,334,098	0.56%	+79,657	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	870,210	0.37%	+53,430	Jul 31, 2026	Old Westbury Funds Inc, not summed
48.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	35,987	0.02%	+8,212	Jul 31, 2026	Old Westbury Funds Inc, not summed
49	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,330,499	0.56%	+148,575	Jun 30, 2026	carried, not yet filed for the newest quarter
50	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,296,902	0.55%	-404,900	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1698990 CUSIP 559663109 13F (30d) 47 filings 47 filers Visit website Investor relations