MXL · Maxlinear, Inc · Shareholders & Ownership

$76.50 -0.61 (-0.79%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$6.99B

90.69M

Volume · Oct 20 2.38M Avg daily vol (3M) 3.1M

Every disclosed holder of MXL 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 MXL

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	436	74,440,974	82.08%	Yes
Insiders (Forms 3, 4, 5)	12	1,842,902	2.03%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	14,409,315	15.89%	Rest
Registered funds (N-PORT, not summed)	366	40,333,399	44.47%	No

Shares outstanding: 90,693,191, the issuer's latest cover-page count restated onto today's split basis.

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 MXL

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	13,700,399	15.11%	+295,662	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	5,069,077	5.59%	+193,289	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,224,093	2.45%	+220,077	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	799,875	0.88%	+715,991	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	413,041	0.46%	-38,293	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	325,000	0.36%	+25,264	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	6,923,428	7.63%	-2,239,787	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,008,350	7.73%	-2,150,065	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,325,471	4.77%	-742,126	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,325,471	4.77%	-257,983	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	State Street(R) SPDR(R) S&P(R) Semiconductor ETF Fund S000010020 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,018,527	1.12%	-1,016,469	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	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	771,896	0.85%	+39,406	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	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	248,374	0.27%	+6,935	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	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	207,847	0.23%	+23,534	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,822,902	4.22%	+167,826	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,480,681	4.94%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,700,991	2.98%	+93,287	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,229,675	2.46%	+2,134,463	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	458,200	0.51%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
6.2	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	273,200	0.30%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
6.3	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	249,918	0.28%	—	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
6.4	T. Rowe Price Science & Technology Fund, Inc. Fund S000002119 · Registered fund · Jun 30, 2026 T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC., not summed	243,800	0.27%	—	Jun 30, 2026	T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC., not summed
6.5	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	134,626	0.15%	—	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,225,731	2.45%	+148,300	Jun 30, 2026	carried, not yet filed for the newest quarter
8	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,164,757	2.39%	+1,867,244	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	2,063,210	2.27%	+7,186	May 31, 2026	VANGUARD WORLD FUND, not summed
10	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,050,213	2.26%	-453,234	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Invesco Semiconductors ETF Fund S000003032 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	791,322	0.87%	-1,460,135	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.2	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	315,775	0.35%	—	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
10.3	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	175,499	0.19%	—	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
10.4	Invesco S&P SmallCap Information Technology ETF Fund S000028301 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	163,952	0.18%	+21,147	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
10.5	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	143,565	0.16%	-62,308	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,044,128	2.25%	+1,606,954	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	1,951,585	2.15%	+57,210	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,861,351	2.05%	+1,835,443	Jun 30, 2026	carried, not yet filed for the newest quarter
14	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,650,824	1.82%	-3,611,846	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,650,823	1.82%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
14.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	947,222	1.04%	+139,283	Jul 31, 2026	Fidelity Salem Street Trust, not summed
14.3	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	825,110	0.91%	+685,510	Jul 31, 2026	Fidelity Securities Fund, not summed
14.4	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	431,851	0.48%	-628,284	Jun 30, 2026	Fidelity Covington Trust, not summed
14.5	Fidelity Small Cap Growth K6 Fund Fund S000057285 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	430,530	0.47%	+359,400	Jul 31, 2026	Fidelity Securities Fund, not summed
15	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,290,485	1.42%	-1,706,765	Jun 30, 2026	carried, not yet filed for the newest quarter
16	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,282,533	1.41%	+1,282,533	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,124,387	1.24%	+65,720	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,068,197	1.18%	-72,206	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	391,021	0.43%	-6,030	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	270,860	0.30%	-41,736	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	210,694	0.23%	+31,529	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	54,224	0.06%	-17,860	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	51,446	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	998,223	1.10%	+120,153	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	117	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	965,124	1.06%	+57,509	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	SEENDRIPU KISHORE Insider CIK 1478340 · Aug 17, 2026 Director, Chairman, President and CEO, 10% Owner, issuer-wide	924,083	1.02%	—	Aug 17, 2026	Director, Chairman, President and CEO, 10% Owner, issuer-wide
21.1	Kishore V. Seendripu, Ph.D. 13G CIK 1478340 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor, not summed	5,512,862	6.08%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor, not summed
22	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	919,249	1.01%	-525,824	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	23,467	0.03%	-13,454	Jul 31, 2026	Goldman Sachs Trust, not summed
22.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	15,276	0.02%	+8,027	Jul 31, 2026	Goldman Sachs Trust, not summed
22.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,085	0.01%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
22.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	6,216	0.01%	-25,618	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
22.5	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	2,381	0.00%	-4,514	May 31, 2026	Goldman Sachs ETF Trust, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	912,511	1.01%	+101,682	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	43,818	0.05%	+5,946	Jun 30, 2026	Northern Funds, not summed
23.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,686	0.00%	+2,581	Jul 31, 2026	FlexShares Trust, not summed
24	FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Fund S000060086 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	836,000	0.92%	—	Jun 30, 2026	Capitol Series Trust, not summed
25	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	830,096	0.92%	+830,096	Jun 30, 2026	carried, not yet filed for the newest quarter
26	AIGH Capital Management LLC 13F CIK 1835943 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	818,000	0.90%	+818,000	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	808,262	0.89%	-331,696	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	181,610	0.20%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
27.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	149,353	0.16%	-164,366	Jun 30, 2026	College Retirement Equities Fund, not summed
27.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	113,008	0.12%	+14,794	Jul 31, 2026	TIAA-CREF Funds, not summed
27.4	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	82,000	0.09%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
27.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	67,413	0.07%	+12,663	Jul 31, 2026	TIAA-CREF Funds, not summed
28	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	807,872	0.89%	—	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
29	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	795,749	0.88%	+795,749	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	633,102	0.70%	+491,220	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	605,678	0.67%	+75,409	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	587,095	0.65%	+71,419	Jun 30, 2026	carried, not yet filed for the newest quarter
33	HighTower Advisors, LLC 13F CIK 1462245 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	573,420	0.63%	-71,938	Jun 30, 2026	carried, not yet filed for the newest quarter
34	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	572,991	0.63%	+483,301	Jun 30, 2026	carried, not yet filed for the newest quarter
35	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	537,390	0.59%	-1,152,302	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	278,557	0.31%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
35.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	137,281	0.15%	-136,826	Jul 31, 2026	Dimensional ETF Trust, not summed
35.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	81,601	0.09%	-72,362	Jul 31, 2026	Dimensional ETF Trust, not summed
35.4	Dimensional US Core Equity 1 ETF Fund S000081780 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	8,900	0.01%	-4,837	Jul 31, 2026	Dimensional ETF Trust, not summed
35.5	Dimensional US Sustainability Core 1 ETF Fund S000076639 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	5,211	0.01%	-2,433	Jul 31, 2026	Dimensional ETF Trust, not summed
36	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	523,773	0.58%	+523,773	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	513,051	0.57%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
38	Defiance ETFs, LLC 13F CIK 1732541 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	511,031	0.56%	-13,571	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Defiance Connective Technologies ETF Fund S000064804 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	511,031	0.56%	-13,571	Jun 30, 2026	ETF Series Solutions, not summed
39	Penserra Capital Management LLC 13F CIK 1593324 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	511,031	0.56%	-13,571	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	509,357	0.56%	+38,914	Jun 30, 2026	carried, not yet filed for the newest quarter
41	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	493,125	0.54%	+353,400	Jun 30, 2026	carried, not yet filed for the newest quarter
42	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	488,032	0.54%	+265,826	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	266,854	0.29%	—	Jun 30, 2026	Putnam Funds Trust, not summed
42.2	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	12,393	0.01%	+2,342	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
42.3	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	8,459	0.01%	+1,249	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
42.4	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	4,085	0.00%	—	Jun 30, 2026	Putnam Variable Trust, not summed
42.5	Putnam Dynamic Asset Allocation Conservative Fund Fund S000000779 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	1,335	0.00%	+252	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
43	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	474,155	0.52%	+459,182	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	68,542	0.08%	-199,634	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
43.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	34,068	0.04%	-85,697	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
43.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	6,211	0.01%	-18,811	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
43.4	First Trust Nasdaq BuyWrite Income ETF Fund S000040305 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	6,026	0.01%	—	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
43.5	First Trust Active Factor Small Cap ETF Fund S000066790 · Registered fund · May 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	2,202	0.00%	—	May 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
44	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	470,478	0.52%	+175,922	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	447,916	0.49%	-845,601	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
46	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	438,020	0.48%	+438,020	Jun 30, 2026	carried, not yet filed for the newest quarter
47	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	436,513	0.48%	-9,400	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	419,684	0.46%	+10,561	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
49	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	411,658	0.45%	+16,341	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	193,824	0.21%	+193,155	Jul 31, 2026	Principal Funds, Inc, not summed
49.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	62,016	0.07%	-1,859	Jul 31, 2026	Principal Funds, Inc, not summed
50	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	353,835	0.39%	-59,106	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	14,206	0.02%	—	Jun 30, 2026	AQR Funds, not summed

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

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Key facts CIK 1288469 CUSIP 57776J100 13F (30d) 38 filings 38 filers Visit website Investor relations