OLLI · Ollie's Bargain Outlet Holdings, Inc. · Shareholders & Ownership

$89.91 -2.72 (-2.94%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$5.50B

59.40M

Volume · Oct 23 93.51K Avg daily vol (3M) 1.67M

Every disclosed holder of OLLI 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 OLLI

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)	453	71,601,741	120.54%	Yes
Insiders (Forms 3, 4, 5)	15	208,568	0.35%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	12,407,906	-20.89%	Negative
Registered funds (N-PORT, not summed)	436	34,704,724	58.42%	No

Shares outstanding: 59,402,403, 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 OLLI

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	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,762,326	14.75%	+1,997,151	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,762,325	14.75%	+1,997,150	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	2,291,235	3.86%	+39,500	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
1.3	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	783,051	1.32%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
1.4	Fidelity Growth Company K6 Fund Fund S000065696 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	639,873	1.08%	+751	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
1.5	Fidelity Series Growth Company Fund Fund S000042626 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	534,137	0.90%	-26,200	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,595,790	9.42%	-11,133	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,077,237	3.50%	+46,557	Jun 30, 2026	iShares Trust, not summed
2.2	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	363,669	0.61%	-8,828	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	248,865	0.42%	+13,828	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	135,640	0.23%	-3,758	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	92,795	0.16%	+4,719	Jun 30, 2026	iShares Trust, not summed
3	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	5,135,660	8.65%	+773,593	Sep 30, 2026
3.1	WASATCH ADVISORS LP 13G CIK 814133 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,135,660	8.65%	+773,593	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	999,461	1.68%	+394,199	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
3.3	Wasatch Small Cap Growth Fund Fund S000000887 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	377,149	0.63%	-18,802	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
3.4	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	298,780	0.50%	+60,796	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
3.5	Wasatch Ultra Growth Fund Fund S000000879 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	103,911	0.17%	+13,982	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
4	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	3,890,005	6.55%	+1,140,637	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,734,735	4.60%	-19,360	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,545,897	4.29%	+8,113	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,422,774	4.08%	+1,055,023	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,986,882	3.34%	+77,888	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	307,034	0.52%	+7,130	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	93,846	0.16%	+492	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S&P(R) Retail ETF Fund S000012322 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	65,774	0.11%	+35,501	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	21,569	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	11,124	0.02%	+160	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,923,198	3.24%	-30,427	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,734,053	2.92%	+461,747	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	275,451	0.46%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	254,848	0.43%	+218,069	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	224,824	0.38%	+200,726	Jul 31, 2026	Dimensional ETF Trust, not summed
10.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	192,349	0.32%	-1,554	Jul 31, 2026	Dimensional ETF Trust, not summed
10.5	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	180,018	0.30%	—	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11	Summit Trail Advisors, LLC 13F CIK 1698478 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,612,868	2.72%	+10,718	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,511,974	2.55%	+469,091	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,391,729	2.34%	-22,496	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,385,647	2.33%	+259,392	Jun 30, 2026	carried, not yet filed for the newest quarter
15	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,315,156	2.21%	+1,306,674	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	340,603	0.57%	—	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,217,562	2.05%	-1,521	Jun 30, 2026	carried, not yet filed for the newest quarter
17	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,136,771	1.91%	+1,013,713	Jun 30, 2026	carried, not yet filed for the newest quarter
18	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,123,589	1.89%	-539,406	Jun 30, 2026	carried, not yet filed for the newest quarter
19	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	974,837	1.64%	-2,313,460	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G CIK 1021223 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	974,819	1.64%	-2,699,335	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
20	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	875,890	1.47%	+359,300	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	622,360	1.05%	+276,100	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
20.2	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	285,930	0.48%	+168,200	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
20.3	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	153,300	0.26%	+109,900	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
21	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	858,876	1.45%	+96,026	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	804,008	1.35%	+13,396	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	800,387	1.35%	-1,626,581	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	67,387	0.11%	-3,044	May 31, 2026	Goldman Sachs Trust, not summed
23.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	26,065	0.04%	+13,279	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.3	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	24,426	0.04%	-1,710	May 31, 2026	Goldman Sachs Trust, not summed
23.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	2,100	0.00%	+12	May 31, 2026	Goldman Sachs ETF Trust II, not summed
23.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,535	0.00%	-348	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
24	GENEVA CAPITAL MANAGEMENT LLC 13F CIK 1009232 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	770,724	1.30%	-193,605	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	742,353	1.25%	-131,569	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	381,320	0.64%	-94,130	Jun 30, 2026	Manager Directed Portfolios, not summed
25.2	Hood River New Opportunities Fund Fund S000086255 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	52,099	0.09%	+4,183	Jun 30, 2026	Manager Directed Portfolios, 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	738,166	1.24%	+6,090	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	295,347	0.50%	-2,142	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	165,549	0.28%	+93	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	105,180	0.18%	-5,804	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	36,316	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	35,852	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	731,230	1.23%	+310,355	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	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	245,125	0.41%	—	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
27.2	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	209,473	0.35%	+145,973	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
27.3	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	150,051	0.25%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
27.4	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	132,044	0.22%	—	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
27.5	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	122,855	0.21%	+64,655	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
28	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	714,280	1.20%	+18,816	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	695,934	1.17%	+12,015	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	666,405	1.12%	-57,402	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Life Cycle Investment Partners Ltd 13F CIK 2072459 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	623,529	1.05%	+370,795	Jun 30, 2026	carried, not yet filed for the newest quarter
32	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	621,717	1.05%	-398,579	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	43,808	0.07%	-1,401	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
32.2	Columbia Variable Portfolio - Small Company Growth Fund Fund S000010658 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	31,495	0.05%	-698	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
33	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	618,584	1.04%	+115,808	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	142	0.00%	+90	Jul 31, 2026	E Trade Trust, not summed
34	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	580,749	0.98%	+81,555	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
35	J. Goldman & Co LP 13F CIK 1412741 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	539,728	0.91%	+539,728	Jun 30, 2026	carried, not yet filed for the newest quarter
36	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	522,163	0.88%	-30,194	Jun 30, 2026	carried, not yet filed for the newest quarter
37	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	512,395	0.86%	+278,430	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	358,690	0.60%	+198,402	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	510,740	0.86%	+9,140	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	39,442	0.07%	+821	Jun 30, 2026	Northern Funds, not summed
38.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,528	0.00%	-411	Jul 31, 2026	FlexShares Trust, not summed
39	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	501,020	0.84%	+169,314	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	MFS New Discovery Fund Fund S000000765 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	266,895	0.45%	+54,712	May 31, 2026	MFS SERIES TRUST I, not summed
39.2	MFS New Discovery Series Fund S000002680 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	134,556	0.23%	+46,463	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
39.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	486	0.00%	-362	Jul 31, 2026	MFS Series Trust XV, not summed
40	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	466,741	0.79%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
40.1	Liberty All-Star Growth Fund Fund · Registered fund · Jun 30, 2026 LIBERTY ALL STAR GROWTH FUND INC., not summed	31,000	0.05%	—	Jun 30, 2026	LIBERTY ALL STAR GROWTH FUND INC., not summed
40.2	Nuveen Core Equity Alpha Fund Fund · Registered fund · Jun 30, 2026 Nuveen Core Equity Alpha Fund, not summed	2,350	0.00%	—	Jun 30, 2026	Nuveen Core Equity Alpha Fund, not summed
41	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	456,385	0.77%	-62,680	Jun 30, 2026	carried, not yet filed for the newest quarter
42	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	447,387	0.75%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
43	EMERALD ADVISERS, LLC 13F CIK 1015083 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	444,778	0.75%	+97,653	Jun 30, 2026	carried, not yet filed for the newest quarter
44	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	443,728	0.75%	-53,120	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	413,100	0.70%	-24,649	Jun 30, 2026	carried, not yet filed for the newest quarter
46	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	404,101	0.68%	-10,237	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	398,804	0.67%	+198,390	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	384,420	0.65%	+2,826	Jun 30, 2026	carried, not yet filed for the newest quarter
49	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	382,547	0.64%	+124,629	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	377,523	0.64%	-33,711	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,349	0.00%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed

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Key facts CIK 1639300 CUSIP 681116109 13F (30d) 67 filings 64 filers Visit website Investor relations