MMS · Maximus, Inc. · Shareholders & Ownership

$61.09 -0.24 (-0.39%) At close · Oct 20

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.21B

52.36M

Volume · Oct 20 637.54K Avg daily vol (3M) 661.68K

Every disclosed holder of MMS 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 MMS

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)	359	55,664,102	106.31%	Yes
Insiders (Forms 3, 4, 5)	14	970,361	1.85%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,276,700	-8.17%	Negative
Registered funds (N-PORT, not summed)	407	28,118,452	53.70%	No

Shares outstanding: 52,357,763, 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 MMS

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	7,443,930	14.22%	-75,697	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,796,367	3.43%	-9,608	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,413,465	2.70%	+76,357	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	451,505	0.86%	—	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	169,435	0.32%	-9,498	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	121,066	0.23%	-6,424	Jun 30, 2026	iShares Trust, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,544,432	10.59%	-2,633,941	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,544,431	10.59%	-2,944,225	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	1,374,019	2.62%	-1,845	Jul 31, 2026	Fidelity Puritan Trust, not summed
2.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,102,039	2.10%	-690,547	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.4	Fidelity Series Value Discovery Fund Fund S000039216 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	712,877	1.36%	0	Jul 31, 2026	Fidelity Devonshire Trust, not summed
2.5	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	602,369	1.15%	+62,246	Jul 31, 2026	Fidelity Salem Street Trust, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,388,533	6.47%	-83,103	Jun 30, 2026	carried, not yet filed for the newest quarter
4	FULLER & THALER ASSET MANAGEMENT, INC. 13G CIK 1082327 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,702,709	5.16%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.1	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,702,710	5.16%	+621,244	Jun 30, 2026	carried, not yet filed for the newest quarter
5	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,666,222	5.09%	—	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.1	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,354,118	4.50%	+246,840	Jun 30, 2026	carried, not yet filed for the newest quarter
5.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	426,760	0.82%	+24,344	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	361,363	0.69%	+17,834	Jul 31, 2026	Dimensional ETF Trust, not summed
5.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	224,041	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	193,122	0.37%	+13,460	Jul 31, 2026	Dimensional ETF Trust, not summed
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,566,033	4.90%	+107,141	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	265,951	0.51%	-771	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	43,879	0.08%	-988	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	37,247	0.07%	-1,142	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	18,107	0.03%	-800	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.5	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	12,493	0.02%	+162	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,366,161	4.52%	-71,475	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	2,199,625	4.20%	+629,901	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
9	REINHART PARTNERS, LLC. 13F CIK 1080298 · Registered investment adviser · Sep 30, 2026	1,901,996	3.63%	-80,419	Sep 30, 2026
9.1	Reinhart Genesis PMV Fund Fund S000055903 · Registered fund · May 31, 2026 Managed Portfolio Series, not summed	291,000	0.56%	+170,000	May 31, 2026	Managed Portfolio Series, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,668,873	3.19%	-61,083	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,577,117	3.01%	+79,438	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,206,393	2.30%	-51,262	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Van Berkom & Associates Inc. 13F CIK 1524408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,088,046	2.08%	-84,144	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	910,040	1.74%	+240,987	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	854,785	1.63%	+138,396	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	782,546	1.49%	+384,427	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	763,293	1.46%	-37,643	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	River Road Asset Management, LLC 13F CIK 1341401 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	759,899	1.45%	-66,325	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Sio Capital Management, LLC 13F CIK 1482416 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	715,267	1.37%	-53,558	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	703,314	1.34%	-13,606	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	262,739	0.50%	-11,247	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	147,459	0.28%	-4,695	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	133,472	0.25%	+13,950	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.4	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	57,035	0.11%	+1,300	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	33,447	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	699,692	1.34%	+6,664	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	34,175	0.07%	-682	Jun 30, 2026	Northern Funds, not summed
21.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	27,867	0.05%	+2,540	Jun 30, 2026	Northern Funds, not summed
21.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	8,690	0.02%	-2,398	Jul 31, 2026	FlexShares Trust, not summed
21.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,169	0.01%	-176	Jun 30, 2026	Northern Funds, not summed
21.5	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,198	0.01%	—	Jul 31, 2026	FlexShares Trust, not summed
22	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	695,683	1.33%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	685,151	1.31%	-209,778	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	357,940	0.68%	+9,893	Jun 30, 2026	PIMCO Equity Series, not summed
23.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,393	0.00%	+186	Jun 30, 2026	PIMCO Equity Series, not summed
24	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	683,912	1.31%	+662,785	Jun 30, 2026	carried, not yet filed for the newest quarter
25	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	657,889	1.26%	+373,189	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	LSV U.S. Managed Volatility Fund Fund S000045798 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	1,700	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
25.2	LSV Global Managed Volatility Fund Fund S000045799 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	800	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	640,595	1.22%	+160,013	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,893	0.02%	-994	May 31, 2026	Goldman Sachs ETF Trust, not summed
26.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	7,373	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
26.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	5,760	0.01%	+691	Jul 31, 2026	Goldman Sachs Trust II, not summed
26.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,732	0.01%	+810	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
27	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	617,787	1.18%	+517,685	Jun 30, 2026	carried, not yet filed for the newest quarter
28	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	608,476	1.16%	+124,055	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	601,904	1.15%	-6,376	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	585,689	1.12%	+22,203	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	532,872	1.02%	+350,964	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	341,337	0.65%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
31.2	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	45,314	0.09%	+10,478	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
31.3	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	34,450	0.07%	+4,719	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
31.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	21,666	0.04%	+2,107	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
31.5	Invesco Zacks Multi-Asset Income ETF Fund S000060805 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	19,485	0.04%	+3,451	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	527,018	1.01%	+154,476	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	191,408	0.37%	+59,509	Jun 30, 2026	ROYCE FUND, not summed
32.2	Royce Capital Fund - Small-Cap Portfolio Fund S000009497 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	51,962	0.10%	+12,760	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
32.3	Royce Small-Cap Value Fund Fund S000009516 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	31,105	0.06%	+8,338	Jun 30, 2026	ROYCE FUND, not summed
33	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	501,918	0.96%	-8,771	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
34	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	488,085	0.93%	-30,619	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,963	0.00%	-74	Jul 31, 2026	BNY Mellon ETF Trust, not summed
35	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	404,238	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
35.1	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	113,052	0.22%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
36	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	398,893	0.76%	-216,300	Jun 30, 2026	carried, not yet filed for the newest quarter
37	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	395,510	0.76%	+101,057	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	28,200	0.05%	—	Jun 30, 2026	AQR Funds, not summed
37.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	24,846	0.05%	-7,473	Jun 30, 2026	AQR Funds, not summed
37.3	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	16,227	0.03%	—	Jun 30, 2026	AQR Funds, not summed
37.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	5,675	0.01%	—	Jun 30, 2026	AQR Funds, not summed
37.5	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,730	0.01%	-2,188	Jun 30, 2026	AQR Funds, not summed
38	Walleye Capital LLC 13F CIK 1758720 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	384,021	0.73%	-44,597	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	373,527	0.71%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	354,935	0.68%	-25,271	Jun 30, 2026	carried, not yet filed for the newest quarter
41	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	333,019	0.64%	+37,734	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Caswell Bruce Insider CIK 1311296 · Feb 10, 2026 Director, CEO & President, issuer-wide	328,013	0.63%	+3,175	Feb 10, 2026	Director, CEO & President, issuer-wide
43	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	328,007	0.63%	+57,294	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	DWS Small Cap Core Fund Fund S000005709 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	175,000	0.33%	+40,000	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
43.2	DWS Small Cap Growth Fund Fund S000031150 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	74,339	0.14%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
43.3	DWS Small Mid Cap Growth VIP Fund S000006260 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES II, not summed	8,556	0.02%	0	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES II, not summed
43.4	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	8,541	0.02%	+901	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
43.5	Xtrackers S&P MidCap 400 Scored & Screened ETF Fund S000070348 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	74	0.00%	-22	May 29, 2026	DBX ETF Trust, not summed
44	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	319,023	0.61%	-35,340	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	94	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
45	RUDDY RAYMOND B Insider CIK 1054997 · Dec 1, 2025 Director, issuer-wide	315,939	0.60%	+694	Dec 1, 2025	Director, issuer-wide
46	JNL Multi-Manager Small Cap Value Fund Fund S000001798 · Registered fund · Jun 30, 2026 JNL Series Trust, not summed	286,883	0.55%	+147,662	Jun 30, 2026	JNL Series Trust, not summed
47	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	280,358	0.54%	-185	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
48	RICE HALL JAMES & ASSOCIATES, LLC 13F CIK 1230765 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	278,910	0.53%	+55,986	Jun 30, 2026	carried, not yet filed for the newest quarter
49	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	273,805	0.52%	+216,284	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Cerity Partners LLC 13F CIK 1566475 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	269,038	0.51%	+140,560	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1032220 CUSIP 577933104 13F (30d) 34 filings 34 filers Visit website Investor relations