PBH · Prestige Consumer Healthcare Inc. · Shareholders & Ownership

$49.25 -0.11 (-0.22%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.34B

47.37M

Volume · Oct 20 536.75K Avg daily vol (3M) 554.89K

Every disclosed holder of PBH 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 PBH

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)	319	53,920,647	113.82%	Yes
Insiders (Forms 3, 4, 5)	13	699,477	1.48%	Yes
13D/G-only blocks	1	2,309,017	4.87%	Yes
Remaining	—	9,554,619	-20.17%	Negative
Registered funds (N-PORT, not summed)	325	28,495,986	60.15%	No

Shares outstanding: 47,374,522, 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 PBH

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	7,831,333	16.53%	+442,843	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	2,854,520	6.03%	+13,567	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,250,186	2.64%	+76,995	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	444,861	0.94%	+108,277	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	407,851	0.86%	-54,023	Jun 30, 2026	iShares Trust, not summed
1.5	iShares U.S. Pharmaceuticals ETF Fund S000009417 · Registered fund · Jun 30, 2026 iShares Trust, not summed	122,984	0.26%	-9,273	Jun 30, 2026	iShares Trust, not summed
2	ARIEL INVESTMENTS, LLC 13F CIK 936753 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,868,711	10.28%	+594,385	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	ARIEL INVESTMENTS, LLC 13G CIK 936753 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,868,711	10.28%	+766,214	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Ariel Fund Fund S000005024 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	1,703,532	3.60%	+438,694	Jun 30, 2026	Ariel Investment Trust, not summed
2.3	Ariel Appreciation Fund Fund S000005025 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	405,584	0.86%	0	Jun 30, 2026	Ariel Investment Trust, not summed
2.4	Ariel Focus Fund Fund S000005026 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	67,373	0.14%	0	Jun 30, 2026	Ariel Investment 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	2,825,340	5.96%	+21,512	Jun 30, 2026	carried, not yet filed for the newest quarter
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,661,291	5.62%	-11,486	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	635,265	1.34%	+46,156	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	285,192	0.60%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	254,874	0.54%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.4	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	243,980	0.52%	+4,266	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	196,959	0.42%	-14,057	Jul 31, 2026	Dimensional ETF Trust, not summed
5	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,331,821	4.92%	+2,331,821	Jun 30, 2026	carried, not yet filed for the newest quarter
6	MACQUARIE GROUP LTD 13G CIK 1418333 · Unknown · Dec 31, 2024 Rule 13d-1(b), qualified institution	2,309,017	4.87%	—	Dec 31, 2024	Rule 13d-1(b), qualified institution
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,136,944	4.51%	+43,951	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,116,513	4.47%	+145,532	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	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	435,698	0.92%	+7,750	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	245,750	0.52%	-2,075	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S&P(R) Pharmaceuticals ETF Fund S000012321 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	133,070	0.28%	+41,981	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	17,143	0.04%	+500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	11,333	0.02%	+449	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	BRANDES INVESTMENT PARTNERS, LP 13F CIK 1015079 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,051,060	4.33%	+1,196,941	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Brandes Small Cap Value Fund Fund S000084888 · Registered fund · Jun 30, 2026 Datum One Series Trust, not summed	421,675	0.89%	+168,014	Jun 30, 2026	Datum One Series Trust, not summed
9.2	Brandes U.S. Small-Mid Cap Value ETF Fund S000081643 · Registered fund · Jun 30, 2026 2023 ETF Series Trust, not summed	33,407	0.07%	+7,944	Jun 30, 2026	2023 ETF Series Trust, not summed
10	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,872,023	3.95%	-330,583	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	1,862,014	3.93%	—	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,571,742	3.32%	+111,707	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,509,368	3.19%	+29,853	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,271,950	2.68%	-286,154	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	812,042	1.71%	-161,287	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
14.2	Allspring Special Global Small Cap Fund Fund S000029113 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	16,555	0.03%	-568	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
15	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,243,931	2.63%	-113,539	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	56	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,085,728	2.29%	-6,461	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	828,628	1.75%	+229,253	Jun 30, 2026	carried, not yet filed for the newest quarter
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	773,449	1.63%	+23,144	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	48,247	0.10%	0	Jun 30, 2026	Northern Funds, not summed
18.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	24,266	0.05%	+1,801	Jun 30, 2026	Northern Funds, not summed
18.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,380	0.02%	-210	Jun 30, 2026	Northern Funds, not summed
18.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,004	0.01%	+142	Jul 31, 2026	FlexShares Trust, not summed
19	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	750,445	1.58%	-369,270	Jun 30, 2026	carried, not yet filed for the newest quarter
20	RICE HALL JAMES & ASSOCIATES, LLC 13F CIK 1230765 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	689,692	1.46%	+168,070	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	688,211	1.45%	-6,564	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	658,659	1.39%	+185,508	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Small Cap Core Fund Fund S000043450 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	457,253	0.97%	+109,594	Jul 31, 2026	John Hancock Investment Trust, not summed
22.2	John Hancock Multifactor Small Cap ETF Fund S000059464 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	13,150	0.03%	-1,224	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	654,174	1.38%	-87,975	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	226,753	0.48%	-7,267	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	130,638	0.28%	+297	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	116,601	0.25%	+11,220	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	43,147	0.09%	+8,516	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	28,315	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	638,605	1.35%	+246,396	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	629,836	1.33%	+31,810	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	408,647	0.86%	+4,209	May 31, 2026	MFS SERIES TRUST XIII, not summed
25.2	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	25,137	0.05%	-15,411	May 31, 2026	MFS SERIES TRUST X, not summed
25.3	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	7,094	0.02%	+291	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
25.4	MFS Blended Research Small Cap Equity Portfolio Fund S000008071 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	6,335	0.01%	-468	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
25.5	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	1,059	0.00%	-22	Jul 31, 2026	MFS Series Trust XV, not summed
26	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	609,949	1.29%	-33,391	Jun 30, 2026	carried, not yet filed for the newest quarter
27	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	586,536	1.24%	+128,918	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	21,588	0.05%	+288	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,300	0.00%	+482	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
28	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	564,157	1.19%	+380,717	Jun 30, 2026	carried, not yet filed for the newest quarter
29	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	555,894	1.17%	+8,452	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	544,274	1.15%	+15,686	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	464,353	0.98%	-92,107	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Leeward Investments, LLC - MA 13F CIK 1923173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	437,916	0.92%	+61,108	Jun 30, 2026	carried, not yet filed for the newest quarter
33	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	421,440	0.89%	-58,968	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	406,370	0.86%	-189,628	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Invesco Pharmaceuticals ETF Fund S000003031 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	257,185	0.54%	+115,077	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
34.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	63,277	0.13%	+1,210	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
34.3	Invesco S&P SmallCap Health Care ETF Fund S000028299 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	33,145	0.07%	-6,881	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
34.4	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	32,005	0.07%	+4,917	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
34.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	18,949	0.04%	-1,342	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
35	Lombardi Ronald M. Insider CIK 1507111 · May 7, 2026 Director, issuer-wide	373,465	0.79%	-2,543	May 7, 2026	Director, issuer-wide
36	Virtus KAR Small-Cap Value Fund Fund S000021181 · Registered fund · Jun 30, 2026 Virtus Equity Trust, not summed	368,886	0.78%	0	Jun 30, 2026	Virtus Equity Trust, not summed
37	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	359,721	0.76%	+85,778	Jun 30, 2026	carried, not yet filed for the newest quarter
38	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	346,543	0.73%	-199,666	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	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	262,737	0.55%	-82,139	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
38.2	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	94,563	0.20%	+63,916	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
38.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	8,539	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
38.4	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	7,231	0.02%	+1,496	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
38.5	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	4,411	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
39	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	345,061	0.73%	+18,396	Jun 30, 2026	Bridge Builder Trust, not summed
40	ARMISTICE CAPITAL, LLC 13F CIK 1601086 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	336,000	0.71%	+336,000	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	325,275	0.69%	+13,934	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,747	0.00%	+17	Jul 31, 2026	BNY Mellon ETF Trust, not summed
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	313,887	0.66%	+3,363	Jun 30, 2026	carried, not yet filed for the newest quarter
43	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	313,778	0.66%	-67,255	Jun 30, 2026	carried, not yet filed for the newest quarter
44	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	308,962	0.65%	+8,829	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	299,256	0.63%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
46	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	296,434	0.63%	+27,042	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	63,952	0.14%	+8,138	Jul 31, 2026	TIAA-CREF Funds, not summed
46.2	Nuveen Small Cap Value Opportunities Fund Fund S000000606 · Registered fund · Jun 30, 2026 Nuveen Investment Trust, not summed	60,869	0.13%	+9,474	Jun 30, 2026	Nuveen Investment Trust, not summed
46.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	60,610	0.13%	+8,902	Jun 30, 2026	College Retirement Equities Fund, not summed
46.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	39,622	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
46.5	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	38,786	0.08%	0	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
47	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	268,684	0.57%	+2,004	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	39,219	0.08%	+2,832	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
47.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	36,875	0.08%	+14,795	Jul 31, 2026	Principal Funds, Inc, not summed
47.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	34,902	0.07%	-2,291	Jul 31, 2026	Principal Funds, Inc, not summed
48	Tributary Capital Management, LLC 13F CIK 1441888 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	252,984	0.53%	-7,478	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	TRIBUTARY SMALL COMPANY FUND Fund S000022139 · Registered fund · Jun 30, 2026 TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed	149,611	0.32%	-5,820	Jun 30, 2026	TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed
49	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	247,474	0.52%	-3,691	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	246,759	0.52%	+1,586	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed

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

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Key facts CIK 1295947 CUSIP 74112D101 13F (30d) 37 filings 36 filers Visit website Investor relations