MRTN · Marten Transport Ltd · Shareholders & Ownership

$11.93 -0.08 (-0.67%) At close · Nov 12

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$974.22M

81.66M

Volume · Nov 12 339.33K Avg daily vol (3M) 700.86K

Every disclosed holder of MRTN 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 MRTN

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)	232	59,880,072	73.33%	Yes
Insiders (Forms 3, 4, 5)	12	18,798,728	23.02%	Yes
13D/G-only blocks	1	3,184,814	3.90%	Yes
Remaining	—	201,945	-0.25%	Negative
Registered funds (N-PORT, not summed)	249	33,392,986	40.89%	No

Shares outstanding: 81,661,669, 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 MRTN

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	MARTEN RANDOLPH L Insider CIK 1253979 · Jul 30, 2026 Director, Chairman of the Board and CEO, 10% Owner, issuer-wide	17,742,900	21.73%	-1,200	Jul 30, 2026	Director, Chairman of the Board and CEO, 10% Owner, issuer-wide
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,058,930	12.32%	+298,912	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,490,741	4.27%	+18,296	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,523,253	1.87%	+124,794	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	564,730	0.69%	+68,586	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	497,460	0.61%	-66,765	Jun 30, 2026	iShares Trust, not summed
2.5	iShares U.S. Transportation ETF Fund S000004331 · Registered fund · Jul 31, 2026 iShares Trust, not summed	164,887	0.20%	-2,790	Jul 31, 2026	iShares Trust, not summed
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	5,063,435	6.20%	+64,279	Sep 30, 2026
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,202,018	1.47%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	533,416	0.65%	-3,053	Jul 31, 2026	Dimensional ETF Trust, not summed
3.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	513,914	0.63%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	492,344	0.60%	+28,389	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	485,438	0.59%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	VICTORY CAPITAL MANAGEMENT INC 13G CIK 1040188 · Registered investment adviser · Jun 30, 2025 Rule 13d-1(b), qualified institution	3,184,814	3.90%	-886,754	Jun 30, 2025	Rule 13d-1(b), qualified institution
5	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	2,549,072	3.12%	-174,530	Sep 30, 2026
5.1	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	527,698	0.65%	-4,063	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) S&P(R) Transportation ETF Fund S000012324 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	340,097	0.42%	+47,692	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	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	311,576	0.38%	+9,568	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	53,255	0.07%	-8,150	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	20,448	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT 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	2,524,859	3.09%	+28,174	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	2,356,852	2.89%	-37,371	Aug 31, 2026	American Century ETF Trust, not summed
8	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Sep 30, 2026	2,326,505	2.85%	-474,358	Sep 30, 2026
8.1	Small Cap Dividend Fund Fund S000075489 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	33,386	0.04%	-11,961	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
9	FMR LLC 13F CIK 315066 · Holding company · Sep 30, 2026	2,118,503	2.59%	-583,875	Sep 30, 2026
9.1	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,208,298	1.48%	-124,728	Jul 31, 2026	Fidelity Securities Fund, not summed
9.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	713,749	0.87%	+71,761	Jun 30, 2026	Fidelity Covington Trust, not summed
9.3	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	649,434	0.80%	+72,236	Jul 31, 2026	Fidelity Salem Street Trust, not summed
9.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	289,804	0.35%	-12,940	Aug 31, 2026	Fidelity Concord Street Trust, not summed
9.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	107,438	0.13%	-85	Aug 31, 2026	Fidelity Concord Street Trust, not summed
10	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,101,794	2.57%	+1,481,660	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	425,018	0.52%	+195,734	Jul 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	243,901	0.30%	+182,004	Jul 31, 2026	Goldman Sachs Trust, not summed
10.3	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	53,688	0.07%	+52,214	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
10.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	19,580	0.02%	+1,245	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
10.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	9,972	0.01%	-3,744	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
11	Nuveen, LLC 13F CIK 1871926 · Unknown · Sep 30, 2026	1,881,493	2.30%	-63,750	Sep 30, 2026
11.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,011,391	1.24%	+488,340	Jun 30, 2026	College Retirement Equities Fund, not summed
11.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	523,830	0.64%	+56,621	Jul 31, 2026	TIAA-CREF Funds, not summed
11.3	Nuveen Small Cap Select Fund Fund S000005569 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	251,808	0.31%	—	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
11.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	77,845	0.10%	+8,514	Jul 31, 2026	TIAA-CREF Funds, not summed
11.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	47,385	0.06%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
12	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,830,565	2.24%	+401,084	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,802,645	2.21%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	1,584,847	1.94%	+30,789	Sep 30, 2026
15	CRAMER ROSENTHAL MCGLYNN LLC 13F CIK 820743 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,523,757	1.87%	+1,523,757	Jun 30, 2026	carried, not yet filed for the newest quarter
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,353,069	1.66%	+58,926	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	566	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Sep 30, 2026	1,339,903	1.64%	-54,987	Sep 30, 2026
17.1	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	424,203	0.52%	+78,832	Jun 30, 2026	ROYCE FUND, not summed
17.2	Royce Micro-Cap Fund Fund S000009506 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	136,310	0.17%	+52,636	Jun 30, 2026	ROYCE FUND, not summed
17.3	Royce Capital Fund - Micro-Cap Portfolio Fund S000009496 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	44,925	0.06%	+18,156	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
18	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,218,980	1.49%	+105,153	Jun 30, 2026	carried, not yet filed for the newest quarter
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,198,050	1.47%	-76,337	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	461,463	0.57%	-11,966	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	274,776	0.34%	-2,460	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	144,251	0.18%	+17,347	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	120,283	0.15%	-5,493	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	38,680	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,081,606	1.32%	+111,626	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	673,370	0.82%	+40,900	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
20.2	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	121,850	0.15%	-4,200	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
20.3	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	83,056	0.10%	-3,367	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
21	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Sep 30, 2026	971,483	1.19%	+367,117	Sep 30, 2026
22	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	919,740	1.13%	+243,156	Jun 30, 2026	carried, not yet filed for the newest quarter
23	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Sep 30, 2026	903,688	1.11%	+30,169	Sep 30, 2026
23.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	230,378	0.28%	—	Jul 31, 2026	Old Westbury Funds Inc, not summed
23.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	34,883	0.04%	—	Jul 31, 2026	Old Westbury Funds Inc, not summed
24	NUANCE INVESTMENTS, LLC 13F CIK 1473182 · Registered investment adviser · Sep 30, 2026	882,942	1.08%	+336,071	Sep 30, 2026
24.1	Nuance Mid Cap Value Fund Fund S000043170 · Registered fund · Jul 31, 2026 Managed Portfolio Series, not summed	198,465	0.24%	-912,742	Jul 31, 2026	Managed Portfolio Series, not summed
24.2	Nuance Concentrated Value Fund Fund S000031968 · Registered fund · Jul 31, 2026 Managed Portfolio Series, not summed	28,335	0.03%	-152,698	Jul 31, 2026	Managed Portfolio Series, not summed
25	LONDON CO OF VIRGINIA 13F CIK 1259887 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	853,969	1.05%	-35,304	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Sep 30, 2026	828,731	1.01%	-93,712	Sep 30, 2026
26.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	316,662	0.39%	-30,223	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
26.2	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	77,299	0.09%	-8,328	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
26.3	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	31,099	0.04%	-21,460	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
26.4	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	15,468	0.02%	+3,381	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
26.5	Multi-Strategy Income Fund Fund S000048356 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	13,621	0.02%	-9,399	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
27	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	794,530	0.97%	+52,168	Sep 30, 2026
28	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	722,251	0.88%	+52,908	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NEXT CENTURY GROWTH INVESTORS LLC 13F CIK 1134007 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	699,305	0.86%	+280,934	Jun 30, 2026	carried, not yet filed for the newest quarter
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	667,681	0.82%	+41,361	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	29,959	0.04%	+2,229	Jun 30, 2026	Northern Funds, not summed
30.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,900	0.01%	-2,264	Jul 31, 2026	FlexShares Trust, not summed
30.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,629	0.01%	-313	Jun 30, 2026	Northern Funds, not summed
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	664,210	0.81%	+21,751	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	CRM LONG/SHORT OPPORTUNITIES Fund S000054584 · Registered fund · Jul 31, 2026 CRM Mutual Fund Trust, not summed	620,414	0.76%	+436,277	Jul 31, 2026	CRM Mutual Fund Trust, not summed
33	12th Street Asset Management Company, LLC 13F CIK 1633703 · Registered investment adviser · Sep 30, 2026	546,058	0.67%	-212,576	Sep 30, 2026
34	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	486,041	0.60%	-71,055	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Creative Planning 13F CIK 1540235 · Registered investment adviser · Sep 30, 2026	476,367	0.58%	+56,998	Sep 30, 2026
36	JPMorgan Small Cap Blend Fund Fund S000002767 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	453,902	0.56%	+19,507	Jun 30, 2026	JPMorgan Trust I, not summed
37	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Sep 30, 2026	407,950	0.50%	+407,950	Sep 30, 2026
38	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	395,125	0.48%	+49,338	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	6,964	0.01%	—	Jun 30, 2026	AQR Funds, not summed
38.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	4,629	0.01%	—	Mar 31, 2026	AQR Funds, not summed
39	Stanley-Laman Group, Ltd. 13F CIK 1601489 · Unknown · Sep 30, 2026	390,996	0.48%	+120,551	Sep 30, 2026
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	384,638	0.47%	+4,581	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	384,564	0.47%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
42	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	379,000	0.46%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
43	TEACHER RETIREMENT SYSTEM OF TEXAS 13F CIK 796848 · Pension or benefit plan · Sep 30, 2026	363,027	0.44%	0	Sep 30, 2026
44	Invesco Ltd. 13F CIK 914208 · Investment adviser · Sep 30, 2026	357,824	0.44%	+34,625	Sep 30, 2026
44.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	100,959	0.12%	+2,905	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
44.2	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	67,145	0.08%	+1,156	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
44.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	63,361	0.08%	-18,039	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
44.4	Invesco S&P SmallCap Industrials ETF Fund S000028300 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	34,091	0.04%	-761	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
44.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	9,006	0.01%	-949	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
45	Column Small Cap Select Fund Fund S000082920 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	353,716	0.43%	-236,064	Aug 31, 2026	Trust for Professional Managers, not summed
46	HEARTLAND ADVISORS INC 13F CIK 937394 · Registered investment adviser · Sep 30, 2026	350,000	0.43%	0	Sep 30, 2026
46.1	Heartland Value Fund Fund S000003523 · Registered fund · Sep 30, 2026 HEARTLAND GROUP INC., not summed	350,000	0.43%	0	Sep 30, 2026	HEARTLAND GROUP INC., not summed
47	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	339,563	0.42%	+39,784	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
48	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	327,908	0.40%	-1,760	Sep 30, 2026
49	UBS Group AG 13F CIK 1610520 · Bank · Sep 30, 2026	316,566	0.39%	+65,686	Sep 30, 2026
50	ROYCE MICRO-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE MICRO-CAP TRUST, INC., not summed	315,819	0.39%	—	Jun 30, 2026	ROYCE MICRO-CAP TRUST, INC., not summed

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

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Key facts CIK 799167 CUSIP 573075108 13F (30d) 154 filings 137 filers Visit website Investor relations