MWA · Mueller Water Products, Inc. · Shareholders & Ownership

$21.75 -0.24 (-1.09%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.43B

156.13M

Volume · Oct 21 481.11K Avg daily vol (3M) 1.25M

Every disclosed holder of MWA 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 MWA

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)	424	149,867,781	95.99%	Yes
Insiders (Forms 3, 4, 5)	22	1,083,238	0.69%	Yes
13D/G-only blocks	2	9,737,626	6.24%	Yes
Remaining	—	4,562,966	-2.92%	Negative
Registered funds (N-PORT, not summed)	361	86,061,083	55.12%	No

Shares outstanding: 156,125,679, 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 MWA

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	25,686,966	16.45%	+551,943	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	9,427,063	6.04%	+36,070	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,079,417	2.61%	+272,180	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,452,021	0.93%	+176,917	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	915,013	0.59%	+38,002	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	471,542	0.30%	-62,899	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,572,350	7.41%	+223,219	Jun 30, 2026	carried, not yet filed for the newest quarter
3	First Trust Portfolios L.P. 13G CIK 1184765 · Unknown · Mar 31, 2026 Rule 13d-1(b), qualified institution	7,904,409	5.06%	—	Mar 31, 2026	Rule 13d-1(b), qualified institution
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,033,404	4.51%	+15,681	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,330,173	4.05%	+98,002	Jun 30, 2026	carried, not yet filed for the newest quarter
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	1,431,262	0.92%	+15,426	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	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	570,222	0.37%	+33,967	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	281,061	0.18%	-3,640	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	81,662	0.05%	-226,984	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	53,422	0.03%	-800	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,103,655	3.91%	+66,976	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	First Trust Water ETF Fund S000017178 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	1,285,021	0.82%	-22,523	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
6.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	210,557	0.13%	+81,594	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
6.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	119,631	0.08%	+53,594	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
6.4	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	25,088	0.02%	+14,048	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
6.5	First Trust SMID Capital Strength ETF Fund S000058147 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	20,130	0.01%	-2,414	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
7	FIDUCIARY MANAGEMENT INC /WI/ 13F CIK 764532 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,902,018	3.78%	+1,745,819	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	FMI Common Stock Fund Fund S000043149 · Registered fund · Jun 30, 2026 FMI Funds Inc, not summed	2,900,000	1.86%	+840,000	Jun 30, 2026	FMI Funds Inc, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,029,693	3.22%	+371,086	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,964,330	3.18%	-32,471	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,905,739	3.14%	-261,937	Jun 30, 2026	carried, not yet filed for the newest quarter
11	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,771,990	3.06%	+1,395,015	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	2,805,981	1.80%	+1,011,414	Jul 31, 2026	Franklin Value Investors Trust, not summed
11.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	861,842	0.55%	+251,544	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
11.3	Franklin Mutual Small-Mid Cap Value Fund Fund S000007354 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	105,306	0.07%	+79,426	Jul 31, 2026	Franklin Value Investors Trust, not summed
11.4	Franklin U.S. Small Cap Multifactor Index ETF Fund S000057202 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	9,093	0.01%	-235	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
11.5	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	6,325	0.00%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
12	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	4,684,439	3.00%	-246,900	Jun 30, 2026	Capitol Series Trust, not summed
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,749,755	2.40%	+146,215	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	696,762	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	576,931	0.37%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	503,193	0.32%	+24,857	Jul 31, 2026	Dimensional ETF Trust, not summed
13.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	287,878	0.18%	+26,682	Jul 31, 2026	Dimensional ETF Trust, not summed
13.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	236,332	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,590,753	2.30%	-14,826	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,967,471	1.90%	+19,190	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,873,433	1.84%	+611,798	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	KBI GLOBAL INVESTORS AQUARIUS FUND Fund S000063187 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE III, not summed	26,737	0.02%	+6,833	Jul 31, 2026	ADVISORS' INNER CIRCLE III, not summed
17	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,701,300	1.73%	-171,658	Jun 30, 2026	carried, not yet filed for the newest quarter
18	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	2,671,300	1.71%	+995,440	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
19	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,662,926	1.71%	-157,171	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	779,400	0.50%	-33,500	Jul 31, 2026	Principal Funds, Inc, not summed
19.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	115,284	0.07%	-7,640	Jul 31, 2026	Principal Funds, Inc, not summed
19.3	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	71,200	0.05%	-1,800	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
19.4	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	13,622	0.01%	-56,639	Jul 31, 2026	Principal Funds, Inc, not summed
20	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	2,545,137	1.63%	+791,269	May 31, 2026	American Century ETF Trust, not summed
21	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,538,072	1.63%	-11,395	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,348,904	1.50%	+535,930	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	885,294	0.57%	+259,420	Jun 30, 2026	College Retirement Equities Fund, not summed
22.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	504,790	0.32%	-9,990	Jul 31, 2026	TIAA-CREF Funds, not summed
22.3	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	323,460	0.21%	+40,400	Jul 31, 2026	TIAA-CREF Funds, not summed
22.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	203,066	0.13%	+19,569	Jul 31, 2026	TIAA-CREF Funds, not summed
22.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	125,719	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
23	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,273,797	1.46%	+106,095	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	125	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
24	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,205,138	1.41%	+270,325	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,067,148	1.32%	+51,467	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,874,750	1.20%	+18,398	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	750,118	0.48%	-7,435	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	382,008	0.24%	+40,434	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	280,220	0.18%	-24,514	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	93,001	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	92,167	0.06%	+1,437	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,854,992	1.19%	-929,000	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
28	NUANCE INVESTMENTS, LLC 13G CIK 1473182 · Registered investment adviser · Sep 30, 2024 Rule 13d-1(b), qualified institution	1,833,217	1.17%	-11,328,440	Sep 30, 2024	Rule 13d-1(b), qualified institution
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,793,722	1.15%	+49,635	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,693,743	1.08%	+106,778	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	79,440	0.05%	+7,238	Jun 30, 2026	Northern Funds, not summed
30.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	20,304	0.01%	-579	Jun 30, 2026	Northern Funds, not summed
30.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,970	0.00%	+238	Jul 31, 2026	FlexShares Trust, not summed
31	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,671,887	1.07%	+208,738	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,657,446	1.06%	-368,327	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Invesco Water Resources ETF Fund S000003048 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	556,664	0.36%	-316,000	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.2	Invesco S&P Global Water Index ETF Fund S000060819 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	554,149	0.35%	+36,571	Jul 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	142,764	0.09%	-11,067	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.4	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	97,783	0.06%	+3,417	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32.5	Invesco S&P SmallCap Industrials ETF Fund S000028300 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	94,710	0.06%	-5,693	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
33	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,631,597	1.05%	+120,828	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	1,389,043	0.89%	+92,139	May 31, 2026	GLOBAL X FUNDS, not summed
33.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	75,309	0.05%	+7,780	Jul 31, 2026	GLOBAL X FUNDS, not summed
33.3	Global X Clean Water ETF Fund S000071326 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	21,999	0.01%	-9,328	May 31, 2026	GLOBAL X FUNDS, not summed
34	1290 VT GAMCO Small Company Value Portfolio Fund S000009151 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	1,278,000	0.82%	0	Jun 30, 2026	EQ Advisors Trust, not summed
35	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,241,898	0.80%	+315,247	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,126,719	0.72%	+38,018	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,125,631	0.72%	+52,244	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,103,205	0.71%	+26,052	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	5,808	0.00%	+252	Jul 31, 2026	BNY Mellon ETF Trust, not summed
39	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,074,917	0.69%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
40	Triodos Investment Management BV 13F CIK 1748729 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,043,000	0.67%	+35,000	Jun 30, 2026	carried, not yet filed for the newest quarter
41	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,008,521	0.65%	+162,006	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	1,005,971	0.64%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
43	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	989,118	0.63%	-178,140	Jun 30, 2026	carried, not yet filed for the newest quarter
44	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	920,144	0.59%	-44,623	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,717,099	1.10%	+175,056	Jul 31, 2026	Fidelity Salem Street Trust, not summed
44.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	807,679	0.52%	-10,332	May 31, 2026	Fidelity Concord Street Trust, not summed
44.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	737,334	0.47%	+37,559	May 31, 2026	Fidelity Rutland Square Trust II, not summed
44.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	359,415	0.23%	+23,182	May 31, 2026	Fidelity Rutland Square Trust II, not summed
44.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	295,089	0.19%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
45	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	885,430	0.57%	+7,345	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
46	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	801,622	0.51%	+28,451	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
47	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	781,877	0.50%	-119,945	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	34,220	0.02%	-2,231	May 31, 2026	Goldman Sachs ETF Trust, not summed
47.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	6,262	0.00%	+2,652	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
47.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	2,546	0.00%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
48	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	772,712	0.49%	+33,878	Jun 30, 2026	carried, not yet filed for the newest quarter
49	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	747,596	0.48%	-141,379	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Federated Hermes MDT Small Cap Core Fund Fund S000012972 · Registered fund · Jul 31, 2026 Federated Hermes MDT Series, not summed	731,889	0.47%	+147,176	Jul 31, 2026	Federated Hermes MDT Series, not summed

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Key facts CIK 1350593 CUSIP 624758108 13F (30d) 44 filings 40 filers Visit website Investor relations