MRCY · Mercury Systems Inc · Shareholders & Ownership

$71.58 -0.18 (-0.25%) Play latest call Q4 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.83B

60.14M

Volume · Nov 4 1.08M Avg daily vol (3M) 681.36K

Every disclosed holder of MRCY 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 MRCY

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)	387	65,272,699	108.54%	Yes
Insiders (Forms 3, 4, 5)	13	885,675	1.47%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	6,022,241	-10.01%	Negative
Registered funds (N-PORT, not summed)	411	35,707,576	59.38%	No

Shares outstanding: 60,136,133, 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 MRCY

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	9,370,902	15.58%	+450,577	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,619,527	14.33%	+647,274	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,183,204	5.29%	+11,789	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,447,349	2.41%	+118,347	Jun 30, 2026	iShares Trust, not summed
1.4	iShares U.S. Aerospace & Defense ETF Fund S000009423 · Registered fund · Jun 30, 2026 iShares Trust, not summed	535,892	0.89%	-64,401	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	520,535	0.87%	+418,278	Jun 30, 2026	iShares Trust, not summed
2	JANA Partners Management, LP 13F CIK 1998597 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,958,849	6.58%	-148,575	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	JANA Partners Management, LP Insider CIK 1998597 · Mar 4, 2026 Director, 10% Owner, issuer-wide, not summed	8,498,783	14.13%	+3,932,108	Mar 4, 2026	Director, 10% Owner, issuer-wide, not summed
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,418,290	5.68%	-447,429	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF Fund S000012318 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,188,665	1.98%	-539,280	Jun 30, 2026	SPDR SERIES TRUST, 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	484,356	0.81%	+6,317	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	302,576	0.50%	+23,989	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	40,432	0.07%	-21,730	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	19,600	0.03%	+700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,038,957	5.05%	-47,185	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,031,459	5.04%	+120,555	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,669,450	4.44%	+227,872	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Invesco Discovery Fund Fund S000064618 · Registered fund · Aug 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	1,283,326	2.13%	+160,006	Aug 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
5.2	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	679,443	1.13%	+137,942	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
5.3	Invesco Aerospace & Defense ETF Fund S000003039 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	459,197	0.76%	+11,746	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
5.4	Invesco Dorsey Wright Industrials Momentum ETF Fund S000013105 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	66,912	0.11%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
5.5	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	58,498	0.10%	-12,583	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,422,629	4.03%	+18,811	Jun 30, 2026	carried, not yet filed for the newest quarter
7	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,842,103	3.06%	+938,435	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	616,583	1.03%	+78,325	Jul 31, 2026	Fidelity Salem Street Trust, not summed
7.2	Select Defense and Aerospace Portfolio Fund S000007456 · Registered fund · Aug 31, 2026 Fidelity Select Portfolios, not summed	391,500	0.65%	-266,500	Aug 31, 2026	Fidelity Select Portfolios, not summed
7.3	Fidelity Growth Strategies Fund Fund S000007118 · Registered fund · Aug 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	386,700	0.64%	—	Aug 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
7.4	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	337,922	0.56%	+110,650	Jul 31, 2026	Fidelity Securities Fund, not summed
7.5	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	257,627	0.43%	-12,628	Aug 31, 2026	Fidelity Concord Street Trust, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,716,224	2.85%	-683	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,595,711	2.65%	+15,879	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,575,727	2.62%	+374,615	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	72,580	0.12%	-36,199	Aug 31, 2026	Goldman Sachs Trust, not summed
10.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	51,432	0.09%	+25,962	Jul 31, 2026	Goldman Sachs Trust, not summed
10.3	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	46,586	0.08%	+12,692	Jul 31, 2026	Goldman Sachs Trust, not summed
10.4	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	39,642	0.07%	+523	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
10.5	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	27,166	0.05%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,459,574	2.43%	-66,142	Jun 30, 2026	carried, not yet filed for the newest quarter
12	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,298,957	2.16%	+138,182	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	First Trust Indxx Aerospace & Defense ETF Fund S000077603 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	50,038	0.08%	-63,054	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
12.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	33,680	0.06%	+21,230	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
12.3	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	30,013	0.05%	+11,205	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
12.4	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	9,011	0.02%	+3,833	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
12.5	First Trust Multi-Manager Small Cap Opportunities ETF Fund S000073489 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	1,689	0.00%	—	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
13	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,285,569	2.14%	+256,960	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	776,269	1.29%	+142,916	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
13.2	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	443,339	0.74%	+6,734	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
13.3	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	301,717	0.50%	+4,960	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
13.4	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	239,806	0.40%	+2,192	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
13.5	T. Rowe Price Spectrum Moderate Growth Allocation Fund Fund S000002138 · Registered fund · Aug 31, 2026 T. ROWE PRICE SPECTRUM FUNDS II, INC., not summed	13,923	0.02%	-450	Aug 31, 2026	T. ROWE PRICE SPECTRUM FUNDS II, INC., not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,239,792	2.06%	-5,465	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	Conestoga Capital Advisors, LLC 13F CIK 1163744 · Investment adviser · Sep 30, 2026	1,190,557	1.98%	-296,634	Sep 30, 2026
15.1	CONESTOGA SMALL CAP FUND Fund S000004756 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	684,463	1.14%	-188,820	Jun 30, 2026	Conestoga Funds, not summed
15.2	CONESTOGA SMID CAP FUND Fund S000043859 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	152,500	0.25%	-46,655	Jun 30, 2026	Conestoga Funds, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	1,174,552	1.95%	+17,870	Sep 30, 2026
16.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	260,896	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	191,739	0.32%	+7,775	Jul 31, 2026	Dimensional ETF Trust, not summed
16.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	130,717	0.22%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
16.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	108,146	0.18%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	90,092	0.15%	-803	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,168,563	1.94%	+209,257	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
18	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,029,491	1.71%	+94,667	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	SBH SMALL CAP VALUE FUND Fund S000065432 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	187,852	0.31%	+18,689	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
18.2	SBH SMALL CAP GROWTH FUND Fund S000043443 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	38,477	0.06%	-2,260	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
19	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	944,069	1.57%	-36,298	Jun 30, 2026	carried, not yet filed for the newest quarter
20	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	846,732	1.41%	+393,099	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	429,833	0.71%	+202,999	Jun 30, 2026	Putnam Funds Trust, not summed
20.2	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	6,580	0.01%	+3,465	Jun 30, 2026	Putnam Variable Trust, not summed
20.3	Franklin Multi-Asset Income Fund Fund S000067964 · Registered fund · Aug 31, 2026 Putnam Asset Allocation Funds, not summed	215	0.00%	—	Aug 31, 2026	Putnam Asset Allocation Funds, not summed
20.4	Franklin Dynamic Asset Allocation Equity Fund Fund S000024760 · Registered fund · Aug 31, 2026 Putnam Funds Trust, not summed	197	0.00%	—	Aug 31, 2026	Putnam Funds Trust, not summed
21	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	841,556	1.40%	-68,862	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Neuberger Intrinsic Value Fund Fund S000028676 · Registered fund · Aug 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	199,804	0.33%	-33,091	Aug 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	811,565	1.35%	+140,234	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	143	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
23	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	775,502	1.29%	+19,977	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	762,994	1.27%	-88,151	Jun 30, 2026	carried, not yet filed for the newest quarter
25	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	748,808	1.25%	-45,221	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Carillon Eagle Small Cap Growth Fund Fund S000008482 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	67,397	0.11%	-5,688	Jun 30, 2026	Carillon Series Trust, not summed
26	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	715,977	1.19%	-143,470	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Global X Defense Tech ETF Fund S000081193 · Registered fund · Aug 31, 2026 GLOBAL X FUNDS, not summed	627,928	1.04%	-178,746	Aug 31, 2026	GLOBAL X FUNDS, not summed
26.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	26,998	0.04%	+3,420	Jul 31, 2026	GLOBAL X FUNDS, not summed
27	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	714,893	1.19%	+17,512	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	681,142	1.13%	+35,210	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	368,578	0.61%	+7,203	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
29	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	664,960	1.11%	+82,065	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Select Fund Fund S000006194 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	627,700	1.04%	0	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
30	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	661,714	1.10%	+19,248	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	LORD ABBETT DEVELOPING GROWTH FUND INC Fund S000006834 · Registered fund · Jul 31, 2026 LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed	340,655	0.57%	+15,371	Jul 31, 2026	LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed
30.2	Lord Abbett Micro-Cap Growth Fund Fund S000007142 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	22,872	0.04%	-17,700	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
30.3	Lord Abbett Growth Opportunities Fund Fund S000006999 · Registered fund · Aug 31, 2026 LORD ABBETT RESEARCH FUND INC, not summed	10,849	0.02%	-45,544	Aug 31, 2026	LORD ABBETT RESEARCH FUND INC, not summed
30.4	Developing Growth Portfolio Fund S000028719 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	9,926	0.02%	-134	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
30.5	Growth Opportunities Portfolio Fund S000007301 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	5,743	0.01%	+2,251	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
31	EMERALD ADVISERS, LLC 13F CIK 1015083 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	638,682	1.06%	+43,368	Jun 30, 2026	carried, not yet filed for the newest quarter
32	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	627,581	1.04%	-8,389	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	251,138	0.42%	-2,556	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	137,046	0.23%	+17,904	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	72,964	0.12%	-4,269	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	32,843	0.05%	+443	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	31,401	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	606,919	1.01%	-38,147	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	BARON DISCOVERY FUND Fund S000042178 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	395,939	0.66%	0	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
33.2	Baron SMID Cap ETF Fund S000096483 · Registered fund · Jun 30, 2026 Baron ETF Trust, not summed	6,841	0.01%	+612	Jun 30, 2026	Baron ETF Trust, not summed
34	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	605,908	1.01%	+16,233	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	597,751	0.99%	+49,688	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	28,509	0.05%	+3,224	Jun 30, 2026	Northern Funds, not summed
35.2	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
35.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,754	0.00%	+136	Jul 31, 2026	FlexShares Trust, not summed
36	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	591,802	0.98%	+2,553	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	11,080	0.02%	+344	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
36.2	Kennedy Capital ESG SMID Cap Fund Fund S000063803 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	9,963	0.02%	-1,954	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
36.3	Kennedy Capital Small Cap Growth Fund Fund S000076117 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	147	0.00%	+18	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
37	SNYDER CAPITAL MANAGEMENT L P 13F CIK 1050477 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	566,155	0.94%	-14,499	Jun 30, 2026	carried, not yet filed for the newest quarter
38	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	499,207	0.83%	-492,601	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	89,175	0.15%	+7,512	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
38.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	75,757	0.13%	-3,081	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
38.3	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	22,246	0.04%	-2,043	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
38.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	99	0.00%	-1	Jun 30, 2026	Columbia ETF Trust I, not summed
39	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Sep 30, 2026	496,387	0.83%	+21,521	Sep 30, 2026
39.1	Allspring SMID Cap Growth Fund Fund S000007345 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	129,861	0.22%	-34,311	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
39.2	Allspring Small Company Growth Fund Fund S000007361 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	56,559	0.09%	-1,274	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
39.3	Allspring Emerging Growth Fund Fund S000015703 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	54,756	0.09%	-10,008	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
39.4	Allspring VT Small Cap Growth Fund Fund S000007228 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	53,192	0.09%	-8,651	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
39.5	Allspring VT Discovery SMID Cap Growth Fund Fund S000007218 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	25,222	0.04%	-1,011	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
40	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	487,921	0.81%	+193,293	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Driehaus Micro Cap Growth Fund Fund S000042829 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	46,402	0.08%	-487	Jun 30, 2026	Driehaus Mutual Funds, not summed
41	AMERICAN CAPITAL MANAGEMENT INC 13F CIK 1320168 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	486,064	0.81%	+486,064	Jun 30, 2026	carried, not yet filed for the newest quarter
42	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	456,829	0.76%	+7,140	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	237,967	0.40%	0	Jul 31, 2026	Old Westbury Funds Inc, not summed
42.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	11,965	0.02%	+159	Jul 31, 2026	Old Westbury Funds Inc, not summed
43	EMERALD MUTUAL FUND ADVISERS TRUST 13F CIK 1352895 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	412,354	0.69%	+36,882	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Emerald Growth Fund Fund S000036390 · Registered fund · Apr 30, 2026 FINANCIAL INVESTORS TRUST, not summed	225,094	0.37%	+16,980	Apr 30, 2026	FINANCIAL INVESTORS TRUST, not summed
44	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	410,076	0.68%	-199,180	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	394,081	0.66%	-138,606	Jun 30, 2026	carried, not yet filed for the newest quarter
46	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	392,723	0.65%	+1,700	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Oberweis Small-Cap Opportunities Fund Fund S000010232 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	333,600	0.55%	0	Jun 30, 2026	OBERWEIS FUNDS, not summed
47	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	382,819	0.64%	+33,594	Jun 30, 2026	carried, not yet filed for the newest quarter
48	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	379,732	0.63%	+52,444	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	129,368	0.22%	+16,270	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
49	Artisan Partners Limited Partnership 13F CIK 1466153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	372,818	0.62%	+18,553	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Artisan Small Cap Fund Fund S000006498 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	120,210	0.20%	+1,365	Jun 30, 2026	Artisan Partners Funds Inc., not summed
50	Ballhaus William L Insider CIK 1436044 · Aug 26, 2026 Director, Chairman, President & CEO, issuer-wide	370,291	0.62%	+61,986	Aug 26, 2026	Director, Chairman, President & CEO, issuer-wide

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Key facts CIK 1049521 CUSIP 589378108 13F (30d) 120 filings 115 filers Visit website Investor relations