PACS · PACS Group, Inc. · Shareholders & Ownership

$48.41 +0.91 (+1.92%)

Russell 2000 member Rebalance outlook locked

Market Cap

$7.52B

158.34M

Volume · Oct 23 245.34K Avg daily vol (3M) 789.09K

Every disclosed holder of PACS 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 PACS

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)	242	49,643,099	31.35%	Yes
Insiders (Forms 3, 4, 5)	15	114,656,854	72.41%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	5,964,341	-3.77%	Negative
Registered funds (N-PORT, not summed)	261	27,254,521	17.21%	No

Shares outstanding: 158,335,612, 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 PACS

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	Murray Jason Hulse Insider CIK 2014386 · Oct 21, 2026 Director, Co-Founder, CEO & Chairman, 10% Owner, issuer-wide	54,270,813	34.28%	-45,707	Oct 21, 2026	Director, Co-Founder, CEO & Chairman, 10% Owner, issuer-wide
1.1	Jason Hulse Murray 13G CIK 2014386 · Unknown · Dec 31, 2024 Rule 13d-1(d), exempt investor, not summed	54,626,199	34.50%	0	Dec 31, 2024	Rule 13d-1(d), exempt investor, not summed
2	Hancock Mark Insider CIK 2014361 · Sep 15, 2026 Director, Co Fndr; Int CFO; Exec V Chair, 10% Owner, issuer-wide	53,518,884	33.80%	-300,000	Sep 15, 2026	Director, Co Fndr; Int CFO; Exec V Chair, 10% Owner, issuer-wide
2.1	Mark Hancock 13G CIK 2014361 · Unknown · Dec 31, 2024 Rule 13d-1(d), exempt investor, not summed	54,626,199	34.50%	0	Dec 31, 2024	Rule 13d-1(d), exempt investor, not summed
3	COHEN & STEERS, INC. 13G CIK 1284812 · Investment adviser · Jul 31, 2026 Rule 13d-1(b), qualified institution, not summed	7,396,136	4.67%	-2,242,319	Jul 31, 2026	Rule 13d-1(b), qualified institution, not summed
3.1	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,343,381	5.27%	-779,755	Jun 30, 2026	carried, not yet filed for the newest quarter
3.2	Cohen & Steers Real Estate Securities Fund Fund S000001225 · Registered fund · Jun 30, 2026 COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed	2,659,979	1.68%	-358,851	Jun 30, 2026	COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed
3.3	Cohen & Steers Institutional Realty Shares Fund S000011976 · Registered fund · Jun 30, 2026 COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed	1,302,947	0.82%	-42,580	Jun 30, 2026	COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed
3.4	Cohen & Steers Realty Shares Fund S000011975 · Registered fund · Jun 30, 2026 COHEN & STEERS REALTY SHARES INC, not summed	1,218,658	0.77%	0	Jun 30, 2026	COHEN & STEERS REALTY SHARES INC, not summed
3.5	Cohen & Steers Global Realty Shares, Inc. Fund S000001226 · Registered fund · Jun 30, 2026 COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed	218,274	0.14%	+15,042	Jun 30, 2026	COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed
4	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,207,375	3.92%	+959,483	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	1,776,814	1.12%	-256,700	Jul 31, 2026	Fidelity Capital Trust, not summed
4.2	Fidelity Mid Cap Value Fund Fund S000006068 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	1,046,230	0.66%	+23,300	Jul 31, 2026	Fidelity Devonshire Trust, not summed
4.3	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	508,871	0.32%	+73,204	Jul 31, 2026	Fidelity Salem Street Trust, not summed
4.4	Fidelity Small Cap Discovery Fund Fund S000055370 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	417,333	0.26%	+53,333	Jul 31, 2026	Fidelity Concord Street Trust, not summed
4.5	Fidelity Advisor Value Strategies Fund Fund S000005117 · Registered fund · May 31, 2026 Fidelity Advisor Series I, not summed	416,900	0.26%	—	May 31, 2026	Fidelity Advisor Series I, not summed
5	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,155,408	2.62%	+380,118	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,215,385	0.77%	+138,009	Jun 30, 2026	iShares Trust, not summed
5.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	429,728	0.27%	+94,621	Jun 30, 2026	iShares Trust, not summed
5.3	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	117,770	0.07%	-1,453	May 29, 2026	BlackRock Funds, not summed
5.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	84,206	0.05%	+10,792	Jun 30, 2026	Quantitative Master Series LLC, not summed
5.5	iShares U.S. Healthcare Providers ETF Fund S000009418 · Registered fund · Jun 30, 2026 iShares Trust, not summed	79,619	0.05%	+28,188	Jun 30, 2026	iShares Trust, not summed
6	Crewe Advisors LLC 13F CIK 1730033 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,307,188	2.09%	+553,009	Jun 30, 2026	carried, not yet filed for the newest quarter
7	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,108,196	1.96%	+1,298,565	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	871,287	0.55%	+154,580	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
7.2	Global Small Cap Fund Fund S000053103 · Registered fund · May 31, 2026 American Century World Mutual Funds, Inc., not summed	4,282	0.00%	—	May 31, 2026	American Century World Mutual Funds, Inc., not summed
7.3	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	3,588	0.00%	—	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
8	Jergensen Joshua Insider CIK 2014275 · Oct 14, 2026 President & COO, issuer-wide	2,456,320	1.55%	-40,000	Oct 14, 2026	President & COO, issuer-wide
9	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,995,116	1.26%	+873,727	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	583,718	0.37%	+35,400	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
9.2	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	287,570	0.18%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
9.3	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	105,601	0.07%	-3,700	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
9.4	Columbia Variable Portfolio - Small Company Growth Fund Fund S000010658 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	42,154	0.03%	—	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
9.5	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	80	0.00%	+20	Jun 30, 2026	Columbia ETF Trust I, not summed
10	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,982,621	1.25%	+121,415	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,843,496	1.16%	+38,906	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,539,065	0.97%	-1,463,606	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,364,523	0.86%	+351,073	May 31, 2026	American Century ETF Trust, not summed
14	Sanford Peter Insider CIK 2014359 · Apr 15, 2025 See Remarks, issuer-wide	1,280,872	0.81%	-72,924	Apr 15, 2025	See Remarks, issuer-wide
15	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,256,161	0.79%	+12,500	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,230,728	0.78%	+450,569	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	295,404	0.19%	+141,764	Jul 31, 2026	Dimensional ETF Trust, not summed
16.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	259,244	0.16%	+92,308	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	161,637	0.10%	+64,605	Jul 31, 2026	Dimensional ETF Trust, not summed
16.4	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	137,127	0.09%	+775	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	40,628	0.03%	+19,957	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,208,670	0.76%	+94,927	Jun 30, 2026	carried, not yet filed for the newest quarter
18	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,124,145	0.71%	+101,129	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	State Street(R) SPDR(R) S&P(R) Health Care Services ETF Fund S000012331 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	65,851	0.04%	+17,624	Jun 30, 2026	SPDR SERIES TRUST, not summed
18.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	15,600	0.01%	+400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
18.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,175	0.00%	+134	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
18.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	275	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
19	Apt Derick G Insider CIK 2000710 · Apr 15, 2025 Chief Financial Officer, issuer-wide	1,111,628	0.70%	-72,953	Apr 15, 2025	Chief Financial Officer, issuer-wide
20	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	912,492	0.58%	+4,774	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Royce Small-Cap Total Return Fund Fund S000009510 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	494,949	0.31%	-9,936	Jun 30, 2026	ROYCE FUND, not summed
20.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	177,030	0.11%	0	Jun 30, 2026	ROYCE FUND, not summed
21	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	906,826	0.57%	+3,712	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	MITCHELL JOHN TODD Insider CIK 1584147 · May 18, 2026 Chief Legal Officer & Sec., issuer-wide	803,566	0.51%	-80,152	May 18, 2026	Chief Legal Officer & Sec., issuer-wide
23	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	750,750	0.47%	+96,272	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	37	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
24	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	664,861	0.42%	-19,168	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Lee Joseph Robert Insider CIK 2014676 · Apr 15, 2025 Chief Compliance Officer, issuer-wide	648,122	0.41%	-28,763	Apr 15, 2025	Chief Compliance Officer, issuer-wide
26	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	583,754	0.37%	+235,522	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	511,450	0.32%	+22,307	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Columbia Small Cap Growth Fund Fund S000012073 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	499,179	0.32%	—	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
29	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	452,901	0.29%	+31,773	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	8,724	0.01%	+4,826	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
29.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	5,389	0.00%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
29.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	4,983	0.00%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
29.4	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	1,163	0.00%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	449,052	0.28%	+7,881	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	23,585	0.01%	+3,452	Jun 30, 2026	Northern Funds, not summed
30.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,530	0.01%	-385	Jun 30, 2026	Northern Funds, not summed
30.3	Multi-Manager Global Real Estate Fund Fund S000024145 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,930	0.00%	-1,295	Jun 30, 2026	Northern Funds, not summed
30.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,370	0.00%	-5,946	Jul 31, 2026	FlexShares Trust, not summed
31	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	443,484	0.28%	-128,619	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	243,510	0.15%	-61,020	Jul 31, 2026	TIAA-CREF Funds, not summed
31.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	80,390	0.05%	-28,900	Jun 30, 2026	College Retirement Equities Fund, not summed
31.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	58,585	0.04%	+7,218	Jul 31, 2026	TIAA-CREF Funds, not summed
31.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	36,688	0.02%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
31.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	5,062	0.00%	-1,306	Jun 30, 2026	TIAA-CREF Life Funds, not summed
32	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	428,868	0.27%	+140,150	Jun 30, 2026	carried, not yet filed for the newest quarter
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	385,647	0.24%	-9,349	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	209,576	0.13%	-410	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	113,049	0.07%	+16,153	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	28,000	0.02%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	26,727	0.02%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	366,402	0.23%	+36,951	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	125,392	0.08%	-6,095	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
34.2	Global Real Estate Securities Fund Fund S000006866 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	39,186	0.02%	0	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
34.3	Global Real Estate Securities Fund Fund S000001579 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	10,400	0.01%	-5,878	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
34.4	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	3,576	0.00%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
34.5	Multi-Strategy Income Fund Fund S000048356 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	1,666	0.00%	-681	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
35	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	364,147	0.23%	-6,354	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	7,000	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
35.2	SIIT SMALL CAP II FUND Fund S000036633 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	2,550	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
35.3	SIIT SMALL CAP FUND Fund S000006772 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	2,132	0.00%	-280	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
36	Lewis Michelle Renee Insider CIK 2014293 · Jul 6, 2026 Chief Accounting Officer, issuer-wide	355,338	0.22%	-15,000	Jul 6, 2026	Chief Accounting Officer, issuer-wide
37	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	330,194	0.21%	-64,811	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	314,990	0.20%	+15,803	Jun 30, 2026	carried, not yet filed for the newest quarter
39	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	302,319	0.19%	-237,060	Jun 30, 2026	carried, not yet filed for the newest quarter
40	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	296,715	0.19%	+276,771	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	120,781	0.08%	-20,848	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
40.2	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	107,629	0.07%	+893	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
40.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	32,316	0.02%	+2,973	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
40.4	First Trust Active Factor Small Cap ETF Fund S000066790 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	4,736	0.00%	+896	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
40.5	First Trust Small Cap BuyWrite Income ETF Fund S000090516 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	2,636	0.00%	—	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
41	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	288,879	0.18%	+98,811	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	287,418	0.18%	—	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
43	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	278,522	0.18%	+249,672	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Putnam VT Global Health Care Fund Fund S000003874 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	20,000	0.01%	—	Jun 30, 2026	Putnam Variable Trust, not summed
44	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	276,795	0.17%	+211,707	Jun 30, 2026	carried, not yet filed for the newest quarter
45	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	270,036	0.17%	+52,243	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Clark Capital Management Group, Inc. 13F CIK 1352187 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	264,514	0.17%	+264,514	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	260,341	0.16%	-244,296	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
48	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	226,398	0.14%	+8,121	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
49	Defilade Capital Management, L.P. 13F CIK 2088557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	215,675	0.14%	-388,505	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	192,210	0.12%	+23,059	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	1,715	0.00%	+85	Jul 31, 2026	BNY Mellon ETF Trust, not summed

47 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.

Showing 1–50 of 375 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 2001184 CUSIP 69380Q107 13F (30d) 33 filings 33 filers Visit website Investor relations