MLKN · Millerknoll, Inc. · Shareholders & Ownership

$21.14 -0.54 (-2.49%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.45B

68.80M

Volume · Oct 23 359.46K Avg daily vol (3M) 604.57K

Every disclosed holder of MLKN 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 MLKN

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)	248	66,253,270	96.30%	Yes
Insiders (Forms 3, 4, 5)	20	1,215,808	1.77%	Yes
13D/G-only blocks	1	4,810,050	6.99%	Yes
Remaining	—	3,479,333	-5.06%	Negative
Registered funds (N-PORT, not summed)	270	36,572,983	53.16%	No

Shares outstanding: 68,799,795, 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 MLKN

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	10,413,184	15.14%	-132,807	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,120,301	5.99%	+26,074	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,813,845	2.64%	+130,327	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	650,879	0.95%	+62,974	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	588,568	0.86%	-78,051	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	128,856	0.19%	+15,131	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,163,036	7.50%	+102,284	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Scharf Investments, LLC 13G CIK 1463746 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(b), qualified institution	4,810,050	6.99%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,577,277	5.20%	-33,499	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	820,134	1.19%	-117,083	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	458,338	0.67%	+284,952	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	395,275	0.57%	-14,087	Jul 31, 2026	Dimensional ETF Trust, not summed
4.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	340,582	0.50%	-26,314	Jul 31, 2026	Dimensional ETF Trust, not summed
4.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	266,436	0.39%	+19,109	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,071,770	4.46%	-9,160	Jun 30, 2026	carried, not yet filed for the newest quarter
6	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,032,700	4.41%	+1,036,963	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Pzena Small Cap Value Fund Fund S000053713 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	116,307	0.17%	—	May 31, 2026	Advisors Series Trust, not summed
7	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,858,346	4.15%	-116,278	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,771,380	4.03%	-60,019	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	627,399	0.91%	-3,271	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	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	350,519	0.51%	-4,728	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	23,734	0.03%	-100	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	13,052	0.02%	+160	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	4,077	0.01%	+708	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	2,558,344	3.72%	-79,367	Sep 30, 2026
10	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	2,364,447	3.44%	-88,600	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,169,967	3.15%	-28,000	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,092,428	3.04%	-1,547,753	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,092,428	3.04%	-1,547,753	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
12.2	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,806,360	2.63%	+230,100	Jul 31, 2026	Fidelity Securities Fund, not summed
12.3	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	755,601	1.10%	+76,175	Jul 31, 2026	Fidelity Salem Street Trust, not summed
12.4	Fidelity Mid Cap Value Fund Fund S000006068 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	416,177	0.60%	0	Jul 31, 2026	Fidelity Devonshire Trust, not summed
12.5	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	221,662	0.32%	-137,685	May 31, 2026	Fidelity Concord Street Trust, not summed
13	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,961,206	2.85%	+139,811	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,289,536	1.87%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
13.2	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	217,282	0.32%	-42,726	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13.3	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	163,866	0.24%	+2,824	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.4	Invesco S&P SmallCap High Dividend Low Volatility ETF Fund S000055539 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	47,172	0.07%	+2,223	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13.5	Invesco S&P SmallCap Industrials ETF Fund S000028300 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	41,086	0.06%	-2,917	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,797,667	2.61%	+83,724	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,568,232	2.28%	-6,807	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	Forager Capital Management, LLC 13F CIK 1802986 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,561,841	2.27%	+90,000	Jun 30, 2026	carried, not yet filed for the newest quarter
17	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,390,128	2.02%	+157,355	Jun 30, 2026	carried, not yet filed for the newest quarter
18	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,358,746	1.97%	-38,900	Jun 30, 2026	carried, not yet filed for the newest quarter
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,308,848	1.90%	+49,460	Jun 30, 2026	carried, not yet filed for the newest quarter
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,263,574	1.84%	-282,234	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	615,399	0.89%	-189,285	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	331,546	0.48%	-2,111	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	167,570	0.24%	+17,389	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	137,967	0.20%	-26,430	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	43,667	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	993,331	1.44%	-9,023	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	901,516	1.31%	-10,998	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	244,810	0.36%	+191,479	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
22.2	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	239,024	0.35%	-9,976	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
22.3	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	64,718	0.09%	+4,847	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
22.4	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	12,346	0.02%	+2,989	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
23	Vulcan Value Partners, LLC 13F CIK 1556785 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	838,151	1.22%	-486,458	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Vulcan Value Partners Small Cap Fund Fund S000027284 · Registered fund · Jul 31, 2025 FINANCIAL INVESTORS TRUST, not summed	284,517	0.41%	-42,500	Jul 31, 2025	FINANCIAL INVESTORS TRUST, not summed
23.2	Vulcan Value Partners Small Cap Fund Fund S000091566 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	221,423	0.32%	-58,281	Jul 31, 2026	Elevation Series Trust, not summed
24	GENDELL JEFFREY L 13F CIK 1056581 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	801,445	1.16%	+801,445	Jun 30, 2026	carried, not yet filed for the newest quarter
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	789,781	1.15%	+75,406	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	34,925	0.05%	+3,878	Jun 30, 2026	Northern Funds, not summed
25.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	17,841	0.03%	+7,212	Jun 30, 2026	Northern Funds, not summed
25.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,794	0.01%	-6,142	Jul 31, 2026	FlexShares Trust, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	778,690	1.13%	+18,261	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	Front Street Capital Management, Inc. 13F CIK 1683182 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	716,804	1.04%	+14,689	Jun 30, 2026	carried, not yet filed for the newest quarter
28	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	694,383	1.01%	+508,200	Jun 30, 2026	carried, not yet filed for the newest quarter
29	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	684,370	0.99%	-319,142	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	607	0.00%	+585	Jul 31, 2026	E Trade Trust, not summed
30	American Beacon Small Cap Value Fund Fund S000001818 · Registered fund · Jul 31, 2026 AMERICAN BEACON FUNDS, not summed	646,486	0.94%	-92,444	Jul 31, 2026	AMERICAN BEACON FUNDS, not summed
31	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	635,443	0.92%	+308,752	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	121,463	0.18%	—	Jul 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	67,206	0.10%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
31.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	47,012	0.07%	+625	May 31, 2026	Goldman Sachs ETF Trust, not summed
31.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	19,552	0.03%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
31.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	985	0.00%	-1,070	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
32	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	628,427	0.91%	+84,330	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	132,600	0.19%	+63,200	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
32.2	Hotchkis and Wiley Small Cap Value Fund Fund S000006215 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	85,000	0.12%	+3,000	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
33	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	562,012	0.82%	-273,995	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	485,474	0.71%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
35	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	455,739	0.66%	-17,170	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	132,500	0.19%	-25,000	Jun 30, 2026	Bridgeway Funds, Inc., not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	453,931	0.66%	+8,309	Jun 30, 2026	carried, not yet filed for the newest quarter
37	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	442,276	0.64%	+190,717	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Rodgers Brothers Inc. 13F CIK 1397290 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	436,242	0.63%	-1,282	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	MONONGAHELA ALL CAP VALUE FUND Fund S000040732 · Registered fund · Jul 31, 2026 FORUM FUNDS, not summed	65,000	0.09%	+2,500	Jul 31, 2026	FORUM FUNDS, not summed
39	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	425,311	0.62%	+21,401	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	24,242	0.04%	—	Jun 30, 2026	AQR Funds, not summed
40	VANGUARD EXPLORER VALUE FUND Fund S000028087 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	424,594	0.62%	+127,817	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
41	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	416,387	0.61%	+8,823	Jun 30, 2026	carried, not yet filed for the newest quarter
42	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	389,348	0.57%	+367,668	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	384,163	0.56%	+65,071	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
44	VANGUARD STRATEGIC SMALL-CAP EQUITY FUND Fund S000012432 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	381,594	0.55%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
45	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	351,450	0.51%	+12,379	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
46	Tarkio Fund Fund S000031478 · Registered fund · May 31, 2026 Clark Fork Trust, not summed	348,325	0.51%	0	May 31, 2026	Clark Fork Trust, not summed
47	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	344,584	0.50%	-15,061	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	101,881	0.15%	-7,177	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
47.2	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	112	0.00%	-3	Jun 30, 2026	Columbia ETF Trust I, not summed
48	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	335,766	0.49%	+20,357	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	323,239	0.47%	+7,830	Jun 30, 2026	EA Series Trust, not summed
48.2	Sequoia Global Value ETF Fund S000082843 · Registered fund · May 29, 2026 EA Series Trust, not summed	12,542	0.02%	—	May 29, 2026	EA Series Trust, not summed
49	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	330,464	0.48%	-1,292	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	66,375	0.10%	+9,928	Jul 31, 2026	Principal Funds, Inc, not summed
49.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	50,377	0.07%	-3,269	Jul 31, 2026	Principal Funds, Inc, not summed
50	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	305,224	0.44%	-27,825	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	91,774	0.13%	+7,659	Jul 31, 2026	TIAA-CREF Funds, not summed
50.2	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	66,462	0.10%	+2,388	Jul 31, 2026	NuShares ETF Trust, not summed
50.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	57,058	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
50.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,885	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
50.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	1,168	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed

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

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 66382 CUSIP 600544100 13F (30d) 42 filings 42 filers Visit website Investor relations