MIAX · Miami International Holdings, Inc. · Shareholders & Ownership

$33.32 -0.66 (-1.94%)

Russell 2000 member Rebalance outlook locked

Market Cap

$3.37B

99.23M

Volume · Oct 26 350.09K Avg daily vol (3M) 1.57M

Every disclosed holder of MIAX 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 MIAX

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)	210	71,850,514	72.41%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	4,036,237	4.07%	Yes
Remaining	—	23,344,147	23.53%	Rest
Registered funds (N-PORT, not summed)	246	28,481,787	28.70%	No

Shares outstanding: 99,230,898, 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.

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 MIAX

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	HORIZON KINETICS ASSET MANAGEMENT LLC 13F CIK 1056823 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,842,173	7.90%	+4,390,624	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	HORIZON KINETICS ASSET MANAGEMENT LLC Insider CIK 1056823 · May 19, 2026 10% Owner, issuer-wide, not summed	2,170,898	2.19%	—	May 19, 2026	10% Owner, issuer-wide, not summed
1.2	Horizon Kinetics Inflation Beneficiaries ETF Fund S000070458 · Registered fund · Jun 30, 2026 Listed Funds Trust, not summed	946,258	0.95%	+36,000	Jun 30, 2026	Listed Funds Trust, not summed
1.3	Horizon Kinetics Blockchain Development ETF Fund S000076848 · Registered fund · Jun 30, 2026 Listed Funds Trust, not summed	19,705	0.02%	+1,358	Jun 30, 2026	Listed Funds Trust, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,071,754	5.11%	+2,839,074	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,949,990	4.99%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,994,266	2.01%	+1,389,678	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	706,919	0.71%	+598,209	Jun 30, 2026	iShares Trust, not summed
2.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	140,013	0.14%	+100,144	Jun 30, 2026	Quantitative Master Series LLC, not summed
2.5	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	82,657	0.08%	+6,902	Jul 31, 2026	iShares Trust, not summed
3	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,032,970	5.07%	+887,352	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,032,970	5.07%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	STAHL MURRAY Insider CIK 1207097 · Mar 5, 2026 Director, CEO and CIO, 10% Owner, issuer-wide, not summed	4,633,842	4.67%	+7,200	Mar 5, 2026	Director, CEO and CIO, 10% Owner, issuer-wide, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,786,418	3.82%	+2,411,472	Jun 30, 2026	carried, not yet filed for the newest quarter
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,355,043	3.38%	+58,697	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,165,686	3.19%	+1,750,707	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,711,012	2.73%	+1,668,934	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Gallagher Thomas P. Insider CIK 2080477 · Sep 3, 2026 Director, Chairman & CEO, issuer-wide, not summed	2,209,817	2.23%	+786,542	Sep 3, 2026	Director, Chairman & CEO, issuer-wide, not summed
9.1	Thomas P. Gallagher 13D CIK 2080477 · Unknown · Aug 26, 2025 Item 4 purpose: Passive investment	4,036,237	4.07%	-190,220	Aug 26, 2025
10	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,020,650	2.04%	+435,647	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	538,855	0.54%	+129,510	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
10.2	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	314,296	0.32%	0	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
10.3	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	301,478	0.30%	+87,558	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
10.4	Invesco V.I. Small Cap Equity Fund Fund S000000188 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	48,822	0.05%	+641	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
10.5	Invesco Global Small Cap Equity Fund Fund S000000212 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	28,389	0.03%	-320	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,958,309	1.97%	+1,206,310	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	J Digital 6 LLC 13F CIK 2090663 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,807,234	1.82%	+1,807,234	Jun 30, 2026	carried, not yet filed for the newest quarter
13	BLAIR WILLIAM & CO/IL 13F CIK 902367 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,769,432	1.78%	+1,103,651	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,682,924	1.70%	+1,682,924	Jun 30, 2026	carried, not yet filed for the newest quarter
15	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,587,196	1.60%	+365,711	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	1,353,482	1.36%	+623,584	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
15.2	Global Small Cap Fund Fund S000053103 · Registered fund · May 31, 2026 American Century World Mutual Funds, Inc., not summed	7,710	0.01%	-914	May 31, 2026	American Century World Mutual Funds, Inc., not summed
16	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,432,894	1.44%	+720,565	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	163,871	0.17%	-4,425	Jun 30, 2026	SPDR SERIES TRUST, not summed
16.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	17,900	0.02%	+9,500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
16.3	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	5,490	0.01%	—	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
16.4	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,933	0.00%	+1,383	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
16.5	State Street Small-Cap Equity V.I.S. Fund Fund S000001636 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	235	0.00%	—	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
17	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,427,881	1.44%	+189,875	Jun 30, 2026	carried, not yet filed for the newest quarter
18	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,395,680	1.41%	+615,898	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,240,908	1.25%	+762,506	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,143,920	1.15%	-103,079	Jun 30, 2026	carried, not yet filed for the newest quarter
21	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13F CIK 1535845 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,039,449	1.05%	+799,449	Jun 30, 2026	carried, not yet filed for the newest quarter
22	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,000,866	1.01%	+140,179	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	LORD ABBETT DEVELOPING GROWTH FUND INC Fund S000006834 · Registered fund · Jul 31, 2026 LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed	426,462	0.43%	-46,192	Jul 31, 2026	LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed
22.2	Lord Abbett Micro-Cap Growth Fund Fund S000007142 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	59,920	0.06%	+3,132	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
22.3	Developing Growth Portfolio Fund S000028719 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	17,347	0.02%	+2,594	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
23	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	950,593	0.96%	-196,363	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	115	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
24	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	888,109	0.90%	-5,609	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	857,682	0.86%	-254,579	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Allspring SMID Cap Growth Fund Fund S000007345 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	223,554	0.23%	-103,424	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
25.2	Allspring Emerging Growth Fund Fund S000015703 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	106,577	0.11%	-4,433	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
25.3	Allspring VT Small Cap Growth Fund Fund S000007228 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	103,946	0.10%	0	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
25.4	Allspring VT Discovery SMID Cap Growth Fund Fund S000007218 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	43,813	0.04%	-8,013	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
26	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	856,980	0.86%	-43,902	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	848,750	0.86%	-598,704	Jun 30, 2026	carried, not yet filed for the newest quarter
28	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	844,464	0.85%	+685,278	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	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	1,462,157	1.47%	+53,753	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
28.2	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	778,478	0.78%	+13,292	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
28.3	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	715,840	0.72%	+425,750	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
28.4	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	247,000	0.25%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
28.5	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	210,800	0.21%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
29	Comly Barbara J. Insider CIK 2080878 · Sep 2, 2026 EVP, GC & Corporate Secretary, issuer-wide, not summed	839,564	0.85%	0	Sep 2, 2026	EVP, GC & Corporate Secretary, issuer-wide, not summed
30	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	784,799	0.79%	+216,625	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Franklin Small Cap Growth Fund Fund S000006889 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	848,300	0.85%	+342,315	Jul 31, 2026	Franklin Strategic Series, not summed
30.2	Franklin Small Cap Enhanced ETF Fund S000097279 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	2,668	0.00%	-327	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
31	Walleye Capital LLC 13F CIK 1758720 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	728,034	0.73%	+689,512	Jun 30, 2026	carried, not yet filed for the newest quarter
32	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	700,741	0.71%	+700,741	Jun 30, 2026	carried, not yet filed for the newest quarter
33	NewEdge Advisors, LLC 13F CIK 1633516 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	681,610	0.69%	+642,585	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	668,115	0.67%	+436,207	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	323,754	0.33%	+173,954	Jun 30, 2026	College Retirement Equities Fund, not summed
34.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	141,500	0.14%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
34.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	97,891	0.10%	+68,905	Jul 31, 2026	TIAA-CREF Funds, not summed
34.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	48,146	0.05%	+7,131	Jul 31, 2026	TIAA-CREF Funds, not summed
34.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,458	0.00%	+938	Jun 30, 2026	TIAA Separate Account VA-1, not summed
35	JPMorgan Small Cap Equity Fund Fund S000002794 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	659,513	0.66%	-54,782	Jun 30, 2026	JPMorgan Trust I, not summed
36	Caldwell Investment Management Ltd. 13F CIK 1904373 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	600,000	0.60%	-63,810	Jun 30, 2026	carried, not yet filed for the newest quarter
37	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	567,797	0.57%	+144,392	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	566,052	0.57%	+169,354	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Driehaus Micro Cap Growth Fund Fund S000042829 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	89,175	0.09%	+25,842	Jun 30, 2026	Driehaus Mutual Funds, not summed
39	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	562,337	0.57%	+328,369	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	38,696	0.04%	+26,974	Jun 30, 2026	Northern Funds, not summed
39.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,731	0.01%	-221	Jun 30, 2026	Northern Funds, not summed
39.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,634	0.00%	—	Jul 31, 2026	FlexShares Trust, not summed
40	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	559,485	0.56%	+50,033	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Columbia Acorn Fund Fund S000009184 · Registered fund · Jun 30, 2026 COLUMBIA ACORN TRUST, not summed	467,678	0.47%	+41,201	Jun 30, 2026	COLUMBIA ACORN TRUST, not summed
40.2	Columbia Variable Portfolio - Acorn Fund Fund S000008981 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed	90,833	0.09%	+8,570	Jun 30, 2026	COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed
40.3	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	156	0.00%	—	Jun 30, 2026	Columbia ETF Trust I, not summed
41	SEVEN GRAND MANAGERS, LLC 13F CIK 1909126 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	550,000	0.55%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Alnakib Abdulwahab A Insider CIK 2139054 · Jun 16, 2026 Director, issuer-wide, not summed	534,924	0.54%	—	Jun 16, 2026	Director, issuer-wide, not summed
43	Ghisallo Capital Management LLC 13F CIK 1825214 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	500,000	0.50%	-500,000	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Clearstead Advisors, LLC 13F CIK 842775 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	473,937	0.48%	-29,725	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	452,813	0.46%	+143,537	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	200,002	0.20%	+62,621	Jun 30, 2026	ROYCE FUND, not summed
46	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	427,425	0.43%	+37,855	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Victory Pioneer Select Mid Cap Growth Fund Fund S000089755 · Registered fund · May 31, 2026 Victory Portfolios IV, not summed	394,143	0.40%	+34,380	May 31, 2026	Victory Portfolios IV, not summed
46.2	Victory RS Small Cap Growth Fund Fund S000053581 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	96,980	0.10%	—	Jun 30, 2026	Victory Portfolios, not summed
46.3	Victory Pioneer Select Mid Cap Growth VCT Portfolio Fund S000089715 · Registered fund · Jun 30, 2026 Victory Variable Insurance Funds II, not summed	16,120	0.02%	-6,143	Jun 30, 2026	Victory Variable Insurance Funds II, not summed
46.4	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	9,831	0.01%	+431	Jul 31, 2026	Victory Portfolios III, not summed
47	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	406,274	0.41%	+64,965	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	MFS New Discovery Fund Fund S000000765 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	249,676	0.25%	+48,039	May 31, 2026	MFS SERIES TRUST I, not summed
47.2	MFS New Discovery Series Fund S000002680 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	109,210	0.11%	+37,677	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
47.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	951	0.00%	+152	Jul 31, 2026	MFS Series Trust XV, not summed
48	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	399,844	0.40%	-26,464	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	19,218	0.02%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
48.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	3,589	0.00%	-140	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
49	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	394,688	0.40%	-177,768	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Schafer Douglas M. JR Insider CIK 2079445 · Oct 2, 2026 EVP and CIO, issuer-wide, not summed	387,414	0.39%	0	Oct 2, 2026	EVP and CIO, issuer-wide, not summed

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Key facts CIK 1438472 CUSIP 59356Q108 13F (30d) 22 filings 22 filers Visit website Investor relations