P · Everpure, Inc. · Shareholders & Ownership

$129.50 +2.41 (+1.90%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$42.35B

333.23M

Volume · Oct 20 2.72M Avg daily vol (3M) 4.76M

Every disclosed holder of P 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 P

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)	840	277,137,499	83.17%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	56,089,752	16.83%	Rest
Registered funds (N-PORT, not summed)	548	118,356,490	35.52%	No

Shares outstanding: 333,227,251, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 P

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	49,860,715	14.96%	+291,576	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	17,078,817	5.13%	+883,133	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
1.2	Fidelity Growth Company K6 Fund Fund S000065696 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	4,708,823	1.41%	-15,037	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
1.3	Fidelity Series Growth Company Fund Fund S000042626 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	4,226,009	1.27%	-166,000	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
1.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,618,236	0.49%	-17,045	May 31, 2026	Fidelity Concord Street Trust, not summed
1.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,181,872	0.35%	+16,817	Jul 31, 2026	Fidelity Salem Street Trust, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	34,716,084	10.42%	-1,552,871	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	10,798,606	3.24%	+406,917	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	1,887,694	0.57%	-19,268	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,586,568	0.48%	-223,889	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,280,930	0.38%	+77,408	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,027,603	0.31%	-59,623	Jun 30, 2026	iShares 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	17,024,424	5.11%	+34,122	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,260,444	4.28%	+198,400	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,697,292	3.51%	+424,336	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	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	1,597,238	0.48%	+64,803	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	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	488,755	0.15%	+12,106	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	108,714	0.03%	-2,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.4	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	59,081	0.02%	+800	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	40,300	0.01%	+7,600	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,020,934	3.01%	+70,350	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,470,557	2.54%	+350,207	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,235,234	2.17%	+2,898	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Colgrove John Insider CIK 1651902 · Oct 13, 2026 Director, Chief Visionary Officer, issuer-wide, not summed	5,493,309	1.65%	—	Oct 13, 2026	Director, Chief Visionary Officer, issuer-wide, not summed
10	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,385,469	1.62%	-571,191	Jun 30, 2026	carried, not yet filed for the newest quarter
11	DISCIPLINED GROWTH INVESTORS INC /MN 13F CIK 1050442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,646,725	1.39%	-20,052	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Disciplined Growth Investors Fund Fund S000033265 · Registered fund · Apr 30, 2025 FINANCIAL INVESTORS TRUST, not summed	404,911	0.12%	0	Apr 30, 2025	FINANCIAL INVESTORS TRUST, not summed
11.2	The Disciplined Growth Investors Fund Fund S000093392 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	365,542	0.11%	-8,168	Jul 31, 2026	Elevation Series Trust, not summed
12	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,172,791	1.25%	+125,434	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,164,334	1.25%	+794,136	Jun 30, 2026	carried, not yet filed for the newest quarter
14	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,859,029	1.16%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
15	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,655,134	1.10%	-104,700	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,618,547	1.09%	+118,138	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,455,381	1.04%	+573,900	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	428,500	0.13%	+86,400	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
17.2	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	57,258	0.02%	+21,902	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
17.3	William Blair Growth Fund Fund S000008594 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	25,660	0.01%	-12,412	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,300,234	0.99%	-510,288	Jun 30, 2026	carried, not yet filed for the newest quarter
19	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	3,135,796	0.94%	+368,807	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	UBS Engage For Impact Fund Fund S000063381 · Registered fund · Mar 31, 2026 UBS FUNDS, not summed	6,934	0.00%	—	Mar 31, 2026	UBS FUNDS, not summed
20	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	3,054,618	0.92%	+10,980	May 31, 2026	VANGUARD WORLD FUND, not summed
21	BLAIR WILLIAM & CO/IL 13F CIK 902367 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,048,094	0.91%	+130,048	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,031,361	0.91%	+2,328,921	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,312,434	0.69%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.2	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	54,382	0.02%	+1,192	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
22.3	Invesco S&P Midcap 400 Pure Growth ETF Fund S000060795 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	42,375	0.01%	-2,137	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.4	Invesco S&P Midcap 400 QVM Multi-Factor ETF Fund S000072319 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	40,318	0.01%	-9,045	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
22.5	Invesco AI and Next Gen Software ETF Fund S000003033 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	33,575	0.01%	+42	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,975,038	0.89%	-31,608	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	205,110	0.06%	+7,777	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	8,362	0.00%	+406	Jul 31, 2026	FlexShares Trust, not summed
24	Mariner, LLC 13F CIK 1373442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,814,800	0.84%	+23,300	Jun 30, 2026	carried, not yet filed for the newest quarter
25	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	2,427,845	0.73%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
25.1	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	32,594	0.01%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
26	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,394,839	0.72%	-473,369	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Franklin Small-Mid Cap Growth Fund Fund S000006888 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	647,101	0.19%	+142,560	Jul 31, 2026	Franklin Strategic Series, not summed
26.2	Franklin Small-Mid Cap Growth VIP Fund Fund S000007314 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	74,151	0.02%	+27,219	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
26.3	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	19,995	0.01%	-283	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
26.4	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	15,572	0.00%	-218	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
26.5	Franklin U.S. Equity Index ETF Fund S000053154 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	9,696	0.00%	+1,072	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,200,704	0.66%	-179,836	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Global Stars Portfolio Fund S000041864 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	6,804	0.00%	—	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
27.2	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	999	0.00%	-33	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
27.3	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	701	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
27.4	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	508	0.00%	+120	Jul 31, 2026	E Trade Trust, not summed
27.5	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	133	0.00%	-7	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
28	Giancarlo Charles H Insider CIK 1299634 · Oct 12, 2026 Director, issuer-wide, not summed	2,171,149	0.65%	-70,000	Oct 12, 2026	Director, issuer-wide, not summed
29	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,143,555	0.64%	+178,858	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,032,565	0.61%	+46,473	Jun 30, 2026	carried, not yet filed for the newest quarter
31	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,954,941	0.59%	-1,331,342	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	91,867	0.03%	-1,900	Jun 30, 2026	AQR Funds, not summed
31.2	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	7,837	0.00%	-2,246	Jun 30, 2026	AQR Funds, not summed
31.3	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,855	0.00%	-23,224	Jun 30, 2026	AQR Funds, not summed
32	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,914,858	0.57%	+85,215	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	First Trust Technology AlphaDEX Fund Fund S000017703 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	323,808	0.10%	+187,019	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
32.2	First Trust Large Cap Growth AlphaDEX Fund Fund S000017341 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	130,487	0.04%	+62,100	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
32.3	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	71,535	0.02%	+50,727	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
32.4	First Trust BuyWrite Income ETF Fund S000040302 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	52,670	0.02%	+8,426	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
32.5	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	28,359	0.01%	+15,411	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,850,984	0.56%	-315,551	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	27,094	0.01%	+28	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33.2	BNY Mellon Innovators ETF Fund S000080183 · Registered fund · Aug 29, 2025 BNY Mellon ETF Trust, not summed	1,932	0.00%	0	Aug 29, 2025	BNY Mellon ETF Trust, not summed
34	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,838,424	0.55%	-228,310	Jun 30, 2026	carried, not yet filed for the newest quarter
35	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,830,737	0.55%	+79,539	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	433,690	0.13%	-31,493	May 31, 2026	Goldman Sachs ETF Trust, not summed
35.2	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	178,681	0.05%	-7,988	May 31, 2026	Goldman Sachs Trust, not summed
35.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	46,600	0.01%	-1,707	May 31, 2026	Goldman Sachs ETF Trust, not summed
35.4	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	19,856	0.01%	0	May 31, 2026	Goldman Sachs Trust, not summed
35.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	10,583	0.00%	+54	May 31, 2026	Goldman Sachs ETF Trust II, not summed
36	DSM CAPITAL PARTNERS LLC 13F CIK 1214639 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,695,275	0.51%	+520,497	Jun 30, 2026	carried, not yet filed for the newest quarter
37	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,683,982	0.51%	+32,962	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,633,903	0.49%	-249,769	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Victory Pioneer Disciplined Growth Fund Fund S000089766 · Registered fund · May 31, 2026 Victory Portfolios IV, not summed	210,584	0.06%	-241,120	May 31, 2026	Victory Portfolios IV, not summed
38.2	Victory Pioneer Global Equity Fund Fund S000089821 · Registered fund · May 31, 2026 Victory Portfolios IV, not summed	110,650	0.03%	-32,019	May 31, 2026	Victory Portfolios IV, not summed
38.3	Victory Aggressive Growth Fund Fund S000012894 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	85,905	0.03%	—	Jul 31, 2026	Victory Portfolios III, not summed
38.4	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	73,633	0.02%	+48	Jul 31, 2026	Victory Portfolios III, not summed
38.5	VictoryShares Free Cash Flow Growth ETF Fund S000089011 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	52,802	0.02%	+19,221	Jun 30, 2026	Victory Portfolios II, not summed
39	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	1,628,759	0.49%	-159,514	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
40	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,611,958	0.48%	-262,805	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,343,702	0.40%	+1,207,855	Jun 30, 2026	carried, not yet filed for the newest quarter
42	First Trust Cloud Computing ETF Fund S000033237 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund II, not summed	1,341,287	0.40%	-15,069	Jun 30, 2026	First Trust Exchange-Traded Fund II, not summed
43	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,336,881	0.40%	+16,701	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	333,665	0.10%	+8,382	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	192,301	0.06%	+5,559	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
43.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	185,093	0.06%	+2,874	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43.4	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	158,272	0.05%	-6,744	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43.5	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	110,992	0.03%	+5,493	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
44	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,236,813	0.37%	+46,640	Jun 30, 2026	carried, not yet filed for the newest quarter
45	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,187,720	0.36%	+87,589	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	219,289	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
45.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	126,736	0.04%	+13,262	Jul 31, 2026	Dimensional ETF Trust, not summed
45.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	103,915	0.03%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
45.4	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	96,050	0.03%	+4,041	Jul 31, 2026	Dimensional ETF Trust, not summed
45.5	Dimensional US Core Equity Market ETF Fund S000069432 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	49,866	0.02%	+1,272	Jul 31, 2026	Dimensional ETF Trust, not summed
46	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,151,867	0.35%	+70,167	Jun 30, 2026	carried, not yet filed for the newest quarter
47	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,147,336	0.34%	+115,887	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Champlain Investment Partners, LLC 13F CIK 1315478 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,143,316	0.34%	-937,446	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Champlain MidCap Fund Fund S000022606 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	323,000	0.10%	-195,410	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
48.2	Champlain Small Company Fund Fund S000005803 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	250,000	0.08%	-41,000	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
48.3	Champlain Strategic Focus Fund Fund S000082350 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	2,295	0.00%	+170	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
49	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,120,968	0.34%	-398,020	Jun 30, 2026	carried, not yet filed for the newest quarter
50	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,120,040	0.34%	+175,518	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 1474432 CUSIP 74624M102 13F (30d) 137 filings 129 filers Visit website Investor relations