OPLN · OPENLANE, Inc. · Shareholders & Ownership

$37.71 +0.72 (+1.95%) At close · Oct 20

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.54B

122.80M

Volume · Oct 20 684.31K Avg daily vol (3M) 1.25M

Every disclosed holder of OPLN 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 OPLN

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)	353	107,429,371	87.49%	Yes
Insiders (Forms 3, 4, 5)	13	8,789,989	7.16%	Yes
13D/G-only blocks	4	23,818,658	19.40%	Yes
Remaining	—	17,240,563	-14.04%	Negative
Registered funds (N-PORT, not summed)	336	49,663,920	40.44%	No

Shares outstanding: 122,797,455, 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 OPLN

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	16,005,588	13.03%	+523,290	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	6,382,930	5.20%	+3,179	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,742,300	2.23%	+165,456	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	952,065	0.78%	+35,257	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	603,213	0.49%	-300,794	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	396,129	0.32%	—	Jun 30, 2026	iShares Trust, not summed
2	Ignition Acquisition Holdings GP LLC 13D CIK 1816546 · Unknown · Aug 11, 2026 Item 4 purpose: Other	8,424,728	6.86%	-8,000,000	Aug 11, 2026
3	Ignition Acquisition Holdings LP Insider CIK 1816556 · Aug 13, 2026 10% Owner, issuer-wide	8,424,728	6.86%	-8,000,000	Aug 13, 2026	10% Owner, issuer-wide
4	Burgundy Asset Management Ltd. 13G CIK 1315868 · Registered investment adviser · Dec 31, 2025 Rule 13d-1(b), qualified institution	7,244,000	5.90%	-1,446,866	Dec 31, 2025	Rule 13d-1(b), qualified institution
5	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,213,448	5.06%	-845,939	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.1	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,534,272	5.32%	-193,678	Jun 30, 2026	carried, not yet filed for the newest quarter
5.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,016,889	0.83%	-255,415	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	855,583	0.70%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	788,830	0.64%	-2,552	Jul 31, 2026	Dimensional ETF Trust, not summed
5.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	528,534	0.43%	-1,459	Jul 31, 2026	Dimensional ETF Trust, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,039,351	4.92%	-49,879	Jun 30, 2026	carried, not yet filed for the newest quarter
7	HAWK RIDGE CAPITAL MANAGEMENT LP 13F CIK 1609074 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,967,144	4.05%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
8	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,784,044	3.90%	-1,631,572	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	BANK OF MONTREAL /CAN/ 13G CIK 927971 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,797,585	3.91%	-2,688,083	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,774,009	3.89%	-5,607	Jun 30, 2026	carried, not yet filed for the newest quarter
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,251,435	3.46%	+173,837	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	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	969,638	0.79%	+8,512	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	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	607,723	0.49%	+47,131	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	37,192	0.03%	+600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.4	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	24,866	0.02%	+280	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	10,226	0.01%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
11	SNYDER CAPITAL MANAGEMENT L P 13G CIK 1050477 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(b), qualified institution	4,074,965	3.32%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
12	Snyder Capital Management, L.P. 13G CIK 884109 · Unknown · Dec 31, 2023 Rule 13d-1(b), qualified institution	4,074,965	3.32%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
13	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,745,361	3.05%	+223,805	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Neuberger Intrinsic Value Fund Fund S000028676 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	836,343	0.68%	-640	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
14	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,366,940	2.74%	-39,134	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,711,088	2.21%	+134,621	Jun 30, 2026	carried, not yet filed for the newest quarter
16	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,673,690	2.18%	+43,382	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	107,972	0.09%	-1,696,095	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,430,769	1.98%	-19,991	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,019,137	1.64%	-148,168	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Brown Advisory Small-Cap Growth Fund Fund S000038483 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	301,376	0.25%	-21,464	Jun 30, 2026	Brown Advisory Funds, not summed
18.2	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	68,873	0.06%	+7,944	Jun 30, 2026	Brown Advisory Funds, not summed
18.3	Brown Advisory Mid-Cap Growth Fund Fund S000058723 · Registered fund · Mar 31, 2026 Brown Advisory Funds, not summed	3,705	0.00%	—	Mar 31, 2026	Brown Advisory Funds, not summed
19	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,870,693	1.52%	+183,375	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	873,535	0.71%	+177,503	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.2	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	366,100	0.30%	0	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
19.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	114,134	0.09%	-7,351	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	76,529	0.06%	-1,440	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
19.5	Invesco S&P SmallCap Industrials ETF Fund S000028300 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	64,359	0.05%	-3,889	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
20	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,839,340	1.50%	+224,803	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,166,428	0.95%	+127,426	Jul 31, 2026	Fidelity Salem Street Trust, not summed
20.2	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	870,234	0.71%	+24,500	Jul 31, 2026	Fidelity Concord Street Trust, not summed
20.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	651,336	0.53%	+152,382	Jun 30, 2026	Fidelity Covington Trust, not summed
20.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	550,948	0.45%	-1,069	May 31, 2026	Fidelity Concord Street Trust, not summed
20.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	201,242	0.16%	+3,627	May 31, 2026	Fidelity Concord Street Trust, not summed
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,718,880	1.40%	-158,239	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	245	0.00%	+166	Jul 31, 2026	E Trade Trust, not summed
22	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,539,160	1.25%	-21,580	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	ADVISORY RESEARCH INC 13F CIK 902584 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,533,557	1.25%	+251,945	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,533,198	1.25%	+819,921	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	446,130	0.36%	+286,790	Jun 30, 2026	College Retirement Equities Fund, not summed
24.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	404,490	0.33%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
24.3	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	231,120	0.19%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
24.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	138,058	0.11%	+11,663	Jul 31, 2026	TIAA-CREF Funds, not summed
24.5	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	102,865	0.08%	-7,595	Jul 31, 2026	NuShares ETF Trust, not summed
25	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,515,210	1.23%	+947,011	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	151,831	0.12%	—	Jun 30, 2026	Driehaus Mutual Funds, not summed
25.2	Driehaus Micro Cap Growth Fund Fund S000042829 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	125,452	0.10%	+34,704	Jun 30, 2026	Driehaus Mutual Funds, not summed
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,466,906	1.19%	-16,317	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	54,030	0.04%	+5,666	Jun 30, 2026	Northern Funds, not summed
26.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,897	0.01%	-453	Jun 30, 2026	Northern Funds, not summed
26.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,058	0.00%	+142	Jul 31, 2026	FlexShares Trust, not summed
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,441,429	1.17%	-59,424	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	511,191	0.42%	-5,056	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	348,368	0.28%	-81,347	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	259,789	0.21%	+28,859	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	85,048	0.07%	-7,709	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	65,609	0.05%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28	No Street GP LP 13F CIK 1765774 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,350,000	1.10%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
29	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,252,540	1.02%	+927,585	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,214,909	0.99%	+28,488	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,167,458	0.95%	-640,162	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Park West Asset Management LLC 13F CIK 1386928 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,124,348	0.92%	-121,515	Jun 30, 2026	carried, not yet filed for the newest quarter
33	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,063,762	0.87%	+1,063,762	Jun 30, 2026	carried, not yet filed for the newest quarter
34	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,024,960	0.83%	+904,116	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	542,500	0.44%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
34.2	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	16,113	0.01%	+3,461	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
34.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	14,363	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
35	Mawer Investment Management Ltd. 13F CIK 1538449 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,000,262	0.81%	-84,413	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Fiera Capital Corp 13F CIK 1505817 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	942,799	0.77%	+942,799	Jun 30, 2026	carried, not yet filed for the newest quarter
37	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	870,149	0.71%	+105,898	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	792,138	0.65%	-1,046	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	3,919	0.00%	+147	Jul 31, 2026	BNY Mellon ETF Trust, not summed
39	TFJ Management, LLC 13F CIK 2056069 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	786,153	0.64%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	781,452	0.64%	-48,955	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Kimelman & Baird, LLC 13F CIK 1318103 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	762,535	0.62%	-17,349	Jun 30, 2026	carried, not yet filed for the newest quarter
42	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	728,111	0.59%	+63,576	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	347,480	0.28%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
42.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	158,626	0.13%	-10,516	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
42.3	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	20,378	0.02%	-495	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
42.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	147	0.00%	-29	Jun 30, 2026	Columbia ETF Trust I, not summed
43	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	726,075	0.59%	+40,277	Jun 30, 2026	carried, not yet filed for the newest quarter
44	FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Fund S000060086 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	700,000	0.57%	—	Jun 30, 2026	Capitol Series Trust, not summed
45	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	692,264	0.56%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
46	Paradice Investment Management LLC 13F CIK 1620275 · Registered investment adviser · Sep 30, 2026	688,195	0.56%	-475	Sep 30, 2026
47	LONE PEAK GLOBAL INVESTORS LLC 13F CIK 1730467 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	668,706	0.54%	-188,323	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	LONE PEAK VALUE FUND Fund S000052714 · Registered fund · Jun 30, 2026 World Funds Trust, not summed	155,800	0.13%	-45,900	Jun 30, 2026	World Funds Trust, not summed
48	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	665,872	0.54%	-215,341	Jun 30, 2026	carried, not yet filed for the newest quarter
49	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	651,739	0.53%	-599,508	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	569,547	0.46%	-259,933	Jun 30, 2026	carried, not yet filed for the newest quarter

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

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1395942 CUSIP 48238T109 13F (30d) 37 filings 37 filers Visit website Investor relations