MHO · M/I Homes, Inc. · Shareholders & Ownership

$118.85 -5.21 (-4.20%) Earnings today

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.14B

25.28M

Volume · Oct 20 528.89K Avg daily vol (3M) 222.2K

Every disclosed holder of MHO 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 MHO

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	353	24,725,105	97.79%	Yes
Insiders (Forms 3, 4, 5)	7	400,773	1.59%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	157,153	0.62%	Rest
Registered funds (N-PORT, not summed)	342	13,573,422	53.69%	No

Shares outstanding: 25,283,031, the issuer's latest cover-page count restated onto today's split basis.

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 MHO

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	4,787,460	18.94%	+27,229	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	1,541,737	6.10%	-27,607	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	669,044	2.65%	+28,408	Jun 30, 2026	iShares Trust, not summed
1.3	iShares U.S. Home Construction ETF Fund S000009415 · Registered fund · Jun 30, 2026 iShares Trust, not summed	247,137	0.98%	-6,380	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	242,572	0.96%	+18,253	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	220,303	0.87%	-35,511	Jun 30, 2026	iShares Trust, not summed
2	DONALD SMITH & CO., INC. 13F CIK 814375 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,391,480	5.50%	-98,558	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	DONALD SMITH & CO., INC. 13G CIK 814375 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,391,480	5.50%	-98,558	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,326,840	5.25%	+67,052	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,326,840	5.25%	+67,052	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	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	234,053	0.93%	-2,534	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) S&P(R) Homebuilders ETF Fund S000010019 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	218,463	0.86%	-14,035	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	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	133,180	0.53%	-3,759	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	8,891	0.04%	-200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,230,136	4.87%	+10,087	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	443,589	1.75%	-596	Jul 31, 2026	Fidelity Puritan Trust, not summed
4.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	280,666	1.11%	+22,841	Jul 31, 2026	Fidelity Salem Street Trust, not summed
4.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	150,596	0.60%	+15,075	Jun 30, 2026	Fidelity Covington Trust, not summed
4.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	134,817	0.53%	-12,747	May 31, 2026	Fidelity Concord Street Trust, not summed
4.5	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	125,392	0.50%	-6,180	May 31, 2026	Fidelity Rutland Square Trust II, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,105,880	4.37%	-9,227	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,096,189	4.34%	-18,061	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	1,061,933	4.20%	-6,708	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	362,972	1.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	132,543	0.52%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	119,111	0.47%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	93,871	0.37%	-75	Jul 31, 2026	Dimensional ETF Trust, not summed
7.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	91,152	0.36%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	769,645	3.04%	-9,061	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	682,159	2.70%	+22,621	Jun 30, 2026	carried, not yet filed for the newest quarter
10	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	659,995	2.61%	+179,447	Jun 30, 2026	carried, not yet filed for the newest quarter
11	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	596,306	2.36%	+160,139	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	180,840	0.72%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
11.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	64,494	0.26%	+35,599	Jul 31, 2026	Goldman Sachs Trust, not summed
11.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	42,455	0.17%	+42,156	Jul 31, 2026	Goldman Sachs Trust, not summed
11.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	6,157	0.02%	-513	May 31, 2026	Goldman Sachs ETF Trust, not summed
11.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,021	0.00%	+341	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
12	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	571,029	2.26%	-132,037	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Small Cap Value Fund Fund S000005781 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	45,000	0.18%	-81,156	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
13	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	558,268	2.21%	+93,223	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Franklin Small Cap Growth Fund Fund S000006889 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	190,975	0.76%	-4,595	Jul 31, 2026	Franklin Strategic Series, not summed
13.2	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	141,881	0.56%	+66,410	Jul 31, 2026	Franklin Value Investors Trust, not summed
13.3	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	43,594	0.17%	+21,945	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
13.4	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	4,747	0.02%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
13.5	Franklin Small Cap Enhanced ETF Fund S000097279 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	4,216	0.02%	-516	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
14	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	466,674	1.85%	-74,094	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	431,282	1.71%	-3,753	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	75,804	0.30%	0	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
15.2	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	64,787	0.26%	-4,522	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
15.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	37,772	0.15%	-63	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.4	Invesco V.I. Small Cap Equity Fund Fund S000000188 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	11,760	0.05%	+155	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
15.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	11,323	0.04%	+544	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	398,926	1.58%	-2,702	May 31, 2026	American Century ETF Trust, not summed
17	VANGUARD SELECTED VALUE FUND Fund S000004409 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	388,800	1.54%	-9,570	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
18	SCHOTTENSTEIN ROBERT H Insider CIK 1204731 · Feb 18, 2026 Director, issuer-wide	344,905	1.36%	-3,608	Feb 18, 2026	Director, issuer-wide
19	Junto Capital Management LP 13F CIK 1595880 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	338,298	1.34%	+10,047	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	320,582	1.27%	+12,180	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	23,906	0.09%	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	13,003	0.05%	+1,003	Jun 30, 2026	Northern Funds, not summed
20.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,508	0.02%	+272	Jul 31, 2026	FlexShares Trust, not summed
20.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,674	0.01%	-76	Jun 30, 2026	Northern Funds, not summed
21	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	316,385	1.25%	-52,871	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	102,596	0.41%	-9,063	Jun 30, 2026	ROYCE FUND, not summed
21.2	Royce Capital Fund - Small-Cap Portfolio Fund S000009497 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	27,985	0.11%	+3,873	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
21.3	Royce Small-Cap Value Fund Fund S000009516 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	16,709	0.07%	+2,705	Jun 30, 2026	ROYCE FUND, not summed
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	309,075	1.22%	-10,755	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	125,822	0.50%	-1,002	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	62,481	0.25%	+5,249	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	34,478	0.14%	-243	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	18,484	0.07%	+1,056	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	16,006	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	296,161	1.17%	-8,140	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	190,738	0.75%	-10,100	May 29, 2026	Delaware Group Equity Funds V, not summed
23.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	101,100	0.40%	+2,000	Jun 30, 2026	Delaware VIP Trust, not summed
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	293,292	1.16%	+2,359	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	284,506	1.13%	+41,553	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	159,927	0.63%	-16,235	May 31, 2026	MFS SERIES TRUST XIII, not summed
25.2	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	3,414	0.01%	+470	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
25.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	451	0.00%	+37	Jul 31, 2026	MFS Series Trust XV, not summed
26	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	278,543	1.10%	-3,630	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	271,728	1.07%	-24,196	Jun 30, 2026	carried, not yet filed for the newest quarter
28	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	262,230	1.04%	+6,118	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	13	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
29	GRS Advisors, LLC 13F CIK 1544554 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	257,646	1.02%	+257,646	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	231,676	0.92%	+71,139	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	84,300	0.33%	+25,877	Jun 30, 2026	Victory Portfolios, not summed
30.2	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	13,440	0.05%	+2,940	Jul 31, 2026	Victory Portfolios III, not summed
30.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	2,866	0.01%	+15	Jul 31, 2026	Victory Portfolios III, not summed
30.4	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	1,498	0.01%	0	May 31, 2026	Victory Portfolios III, not summed
31	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	196,284	0.78%	+49,931	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	186,778	0.74%	+815	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,018	0.00%	+84	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	183,326	0.73%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
34	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	176,590	0.70%	-3,084	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	169,086	0.67%	+1,127	Jun 30, 2026	carried, not yet filed for the newest quarter
36	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	157,703	0.62%	+13,005	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	141,643	0.56%	-59,689	Jun 30, 2026	carried, not yet filed for the newest quarter
38	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	141,141	0.56%	+46,067	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	140,330	0.56%	-15,469	Jun 30, 2026	carried, not yet filed for the newest quarter
40	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	139,175	0.55%	-2,182	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	18,855	0.07%	-1,699	Jul 31, 2026	Principal Funds, Inc, not summed
40.2	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	15,324	0.06%	+1,062	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
40.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	5,696	0.02%	+847	Jul 31, 2026	Principal Funds, Inc, not summed
41	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	137,872	0.55%	+24,517	Sep 30, 2026
42	BASSWOOD CAPITAL MANAGEMENT, L.L.C. 13F CIK 1085393 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	136,364	0.54%	-742	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	134,048	0.53%	+4,736	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
44	Gradient Investments LLC 13F CIK 1542265 · Unknown · Sep 30, 2026	129,757	0.51%	+7,846	Sep 30, 2026
45	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	128,812	0.51%	-41,082	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	128,800	0.51%	+35,412	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	117,117	0.46%	+35,408	Jun 30, 2026	Janus Investment Fund, not summed
47	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	122,870	0.49%	+27,772	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	57,454	0.23%	+21,788	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
48	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	113,071	0.45%	+1,084	Jun 30, 2026	Bridge Builder Trust, not summed
49	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	106,821	0.42%	+4,733	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	33,885	0.13%	+2,588	Jul 31, 2026	TIAA-CREF Funds, not summed
49.2	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	31,210	0.12%	+4,660	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
49.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	21,334	0.08%	+11,005	Jul 31, 2026	TIAA-CREF Funds, not summed
49.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	489	0.00%	-354	Jun 30, 2026	TIAA Separate Account VA-1, not summed
49.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	301	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
50	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	106,580	0.42%	-3,528	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 799292 CUSIP 55305B101 13F (30d) 36 filings 32 filers Visit website Investor relations