OSIS · Osi Systems Inc · Shareholders & Ownership

$198.04 +1.11 (+0.56%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.14B

15.94M

Volume · Oct 22 63.54K Avg daily vol (3M) 227.48K

Every disclosed holder of OSIS 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 OSIS

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)	363	18,919,152	118.68%	Yes
Insiders (Forms 3, 4, 5)	16	964,430	6.05%	Yes
13D/G-only blocks	1	803,602	5.04%	Yes
Remaining	—	4,745,216	-29.77%	Negative
Registered funds (N-PORT, not summed)	339	10,866,714	68.16%	No

Shares outstanding: 15,941,968, 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 OSIS

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	2,552,027	16.01%	+22,404	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	933,522	5.86%	+3,585	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	415,570	2.61%	+30,660	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	148,045	0.93%	+19,812	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	139,109	0.87%	+5,512	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Defense Industrials Active ETF Fund S000092375 · Registered fund · Jul 31, 2026 BlackRock ETF Trust, not summed	49,170	0.31%	+21,762	Jul 31, 2026	BlackRock ETF Trust, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,738,166	10.90%	-228,922	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,784,216	11.19%	-300,198	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	267,042	1.68%	-6,156	Jul 31, 2026	Fidelity Securities Fund, not summed
2.3	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	261,400	1.64%	+91,400	Jul 31, 2026	Fidelity Securities Fund, not summed
2.4	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	175,207	1.10%	+19,700	Jul 31, 2026	Fidelity Salem Street Trust, not summed
2.5	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	154,102	0.97%	+27,900	Jul 31, 2026	Fidelity Capital Trust, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,272,016	7.98%	+22,268	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	905,925	5.68%	+133,611	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	JANUS HENDERSON GROUP PLC 13G CIK 1274173 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	905,925	5.68%	+133,611	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	Mawer Investment Management Ltd. 13G CIK 1538449 · Registered investment adviser · Dec 31, 2025 Rule 13d-1(b), qualified institution	803,602	5.04%	-52,781	Dec 31, 2025	Rule 13d-1(b), qualified institution
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	703,070	4.41%	+3,817	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	824,510	5.17%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	674,053	4.23%	+11,912	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	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	142,585	0.89%	+2,331	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	88,955	0.56%	+7,299	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	33,000	0.21%	-20,113	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street(R) SPDR(R) S&P Kensho Future Security ETF Fund S000059702 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	8,821	0.06%	+3,056	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	5,559	0.03%	+20	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	596,331	3.74%	-23,148	Jun 30, 2026	carried, not yet filed for the newest quarter
9	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	580,137	3.64%	-94,206	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	496,472	3.11%	-1,722	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	463,787	2.91%	+23,064	Jun 30, 2026	carried, not yet filed for the newest quarter
12	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	452,547	2.84%	+21,986	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Channing Capital Management, LLC 13F CIK 1302404 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	432,851	2.72%	+165,967	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	CHANNING INTRINSIC VALUE SMALL-CAP FUND Fund S000071821 · Registered fund · Jul 31, 2026 Valued Advisers Trust, not summed	1,130	0.01%	+276	Jul 31, 2026	Valued Advisers Trust, not summed
14	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	414,304	2.60%	+42,230	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	275,111	1.73%	+33,308	Jun 30, 2026	Manager Directed Portfolios, not summed
15	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	414,034	2.60%	+18,606	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	77,783	0.49%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	61,580	0.39%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	55,245	0.35%	+4,599	Jul 31, 2026	Dimensional ETF Trust, not summed
15.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	32,638	0.20%	-60	Jul 31, 2026	Dimensional ETF Trust, not summed
15.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	25,265	0.16%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16	Janus Henderson Triton Fund Fund S000010485 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	412,315	2.59%	+60,281	Jun 30, 2026	Janus Investment Fund, not summed
17	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	400,415	2.51%	+878	May 31, 2026	VANGUARD WORLD FUND, not summed
18	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	379,351	2.38%	+207,684	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	91,980	0.58%	+53,030	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
18.2	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	15,147	0.10%	+7,318	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
19	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	359,266	2.25%	-1,540	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	324,715	2.04%	+20,792	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Neuberger Intrinsic Value Fund Fund S000028676 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	66,446	0.42%	-51	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
21	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	314,717	1.97%	+55,172	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	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	177,008	1.11%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
21.2	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	45,303	0.28%	—	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
21.3	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	24,377	0.15%	—	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
21.4	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	13,153	0.08%	+794	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
21.5	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	2,419	0.02%	+538	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
22	EDRICK ALAN I Insider CIK 1195340 · Aug 24, 2026 Director, issuer-wide	306,538	1.92%	+2,494	Aug 24, 2026	Director, issuer-wide
23	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	298,480	1.87%	+254,870	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	263,207	1.65%	-110,067	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Invesco Aerospace & Defense ETF Fund S000003039 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	92,609	0.58%	+3,635	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.2	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	83,008	0.52%	+16,841	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.3	Invesco S&P SmallCap Information Technology ETF Fund S000028301 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	31,241	0.20%	+3,489	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24.4	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	16,532	0.10%	-555	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	7,158	0.04%	-428	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25	Janus Henderson Venture Fund Fund S000010488 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	262,977	1.65%	+40,529	Jun 30, 2026	Janus Investment Fund, not summed
26	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	258,180	1.62%	+13,520	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	174,580	1.10%	+3,320	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
26.2	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	65,500	0.41%	+14,000	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
27	CHOPRA DEEPAK Insider CIK 1047058 · Aug 24, 2026 Director, issuer-wide	250,194	1.57%	-3,621	Aug 24, 2026	Director, issuer-wide
28	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	227,486	1.43%	-2,289	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	223,142	1.40%	+172,148	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	140,655	0.88%	—	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
29.2	Global Small Cap Fund Fund S000053103 · Registered fund · May 31, 2026 American Century World Mutual Funds, Inc., not summed	1,510	0.01%	-457	May 31, 2026	American Century World Mutual Funds, Inc., not summed
30	NEUMEIER POMA INVESTMENT COUNSEL LLC 13F CIK 1044936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	222,515	1.40%	+31,085	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Clark Capital Management Group, Inc. 13F CIK 1352187 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	218,913	1.37%	-51,507	Jun 30, 2026	carried, not yet filed for the newest quarter
32	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	216,098	1.36%	-3,143	Jun 30, 2026	carried, not yet filed for the newest quarter
33	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	210,866	1.32%	+74,905	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	199,636	1.25%	+11,456	Jun 30, 2026	carried, not yet filed for the newest quarter
35	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	197,990	1.24%	-12,387	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	27	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
36	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	193,801	1.22%	-7,185	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	74,606	0.47%	-2,760	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	38,862	0.24%	+4,429	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
36.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	27,168	0.17%	-3,198	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	9,360	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	9,287	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	192,062	1.20%	-40,435	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Global X Defense Tech ETF Fund S000081193 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	214,927	1.35%	+32,440	May 31, 2026	GLOBAL X FUNDS, not summed
37.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	7,679	0.05%	+849	Jul 31, 2026	GLOBAL X FUNDS, not summed
38	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	189,751	1.19%	+16,997	Jun 30, 2026	carried, not yet filed for the newest quarter
39	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	185,377	1.16%	+91,267	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	23,115	0.15%	-2,288	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
39.2	Columbia Variable Portfolio - Small Company Growth Fund Fund S000010658 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	8,456	0.05%	+5,202	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
39.3	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	7,335	0.05%	-673	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
40	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	181,359	1.14%	+10,504	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	8,111	0.05%	+774	Jun 30, 2026	Northern Funds, not summed
40.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,244	0.02%	-92	Jun 30, 2026	Northern Funds, not summed
40.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	510	0.00%	+24	Jul 31, 2026	FlexShares Trust, not summed
41	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	177,767	1.12%	+5,027	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
42	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	177,616	1.11%	+83,862	Jun 30, 2026	carried, not yet filed for the newest quarter
43	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	137,340	0.86%	-129,035	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	135,261	0.85%	-28,337	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	125,194	0.79%	+116,098	Jun 30, 2026	carried, not yet filed for the newest quarter
46	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	119,675	0.75%	+44,555	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	3,875	0.02%	-443	May 31, 2026	Goldman Sachs ETF Trust, not summed
46.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	1,495	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
46.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	1,008	0.01%	-77	Jul 31, 2026	Goldman Sachs Trust II, not summed
46.4	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	662	0.00%	-61	May 31, 2026	Goldman Sachs ETF Trust, not summed
46.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	228	0.00%	-303	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
47	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	116,736	0.73%	-44,756	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	78,766	0.49%	-31,519	Jun 30, 2026	IVY FUNDS, not summed
47.2	Nomura VIP Small Cap Growth Series Fund S000006233 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	15,403	0.10%	-5,089	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
48	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	116,150	0.73%	-1,590	Jun 30, 2026	carried, not yet filed for the newest quarter
49	MEHRA AJAY Insider CIK 1047059 · Aug 24, 2026 Director, PRESIDENT AND CEO, issuer-wide	115,578	0.73%	+87	Aug 24, 2026	Director, PRESIDENT AND CEO, issuer-wide
50	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	111,720	0.70%	+4,068	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1039065 CUSIP 671044105 13F (30d) 41 filings 41 filers Visit website Investor relations