PECO · Phillips Edison & Company, Inc. · Shareholders & Ownership

$38.36 +0.07 (+0.18%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.94B

128.70M

Volume · Oct 23 1.31M Avg daily vol (3M) 1.04M

Every disclosed holder of PECO 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 PECO

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)	448	115,081,099	89.42%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	3,087,214	2.40%	Yes
Remaining	—	10,531,687	8.18%	Rest
Registered funds (N-PORT, not summed)	329	59,169,479	45.97%	No

Shares outstanding: 128,700,000, 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 PECO

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	23,307,528	18.11%	+1,256,516	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	7,590,943	5.90%	+36,394	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,304,957	2.57%	+199,459	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	1,205,066	0.94%	+311,604	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	656,721	0.51%	+27,208	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core U.S. REIT ETF Fund S000015627 · Registered fund · Jul 31, 2026 iShares Trust, not summed	471,036	0.37%	+64,571	Jul 31, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,398,478	11.19%	+511,118	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,290,689	5.66%	+161,064	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	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	1,154,540	0.90%	+15,504	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	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	419,758	0.33%	+34,864	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	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	274,499	0.21%	-2,175	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	218,383	0.17%	-8,855	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF Fund S000021764 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	92,379	0.07%	+700	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,728,291	4.45%	+32,997	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	4,791,586	3.72%	+121,119	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,220,531	3.28%	+87,939	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,413,918	1.10%	+159,535	Jul 31, 2026	Fidelity Salem Street Trust, not summed
6.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	889,342	0.69%	+141,026	Jun 30, 2026	Fidelity Covington Trust, not summed
6.3	Fidelity Real Estate Investment Portfolio Fund S000039313 · Registered fund · Jul 31, 2026 Fidelity Select Portfolios, not summed	652,226	0.51%	-47,800	Jul 31, 2026	Fidelity Select Portfolios, not summed
6.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	635,547	0.49%	-19,399	May 31, 2026	Fidelity Concord Street Trust, not summed
6.5	Fidelity SAI Real Estate Fund Fund S000085735 · Registered fund · Jul 31, 2026 Fidelity Summer Street Trust, not summed	605,292	0.47%	+21,000	Jul 31, 2026	Fidelity Summer Street Trust, not summed
7	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,011,362	3.12%	-1,200,733	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,995,993	3.10%	-6,251	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,767,699	2.93%	+222,607	Jun 30, 2026	carried, not yet filed for the newest quarter
10	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,351,653	2.60%	+54,980	Jun 30, 2026	carried, not yet filed for the newest quarter
11	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13G CIK 912938 · Registered investment adviser · Dec 29, 2023 Rule 13d-1(b), qualified institution	3,087,214	2.40%	—	Dec 29, 2023	Rule 13d-1(b), qualified institution
12	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,939,127	2.28%	+1,235,955	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	505,909	0.39%	—	Jun 30, 2026	Goldman Sachs Trust, not summed
12.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	262,949	0.20%	+54,004	Jul 31, 2026	Goldman Sachs Trust, not summed
12.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	158,747	0.12%	+48,108	Jul 31, 2026	Goldman Sachs Trust, not summed
12.4	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	44,751	0.03%	+32,305	Jul 31, 2026	Goldman Sachs Trust, not summed
12.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	36,242	0.03%	+2,932	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,890,560	2.25%	-9,688	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,468,884	1.92%	+105,405	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	889,634	0.69%	+19,169	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	605,004	0.47%	-4,480	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	312,652	0.24%	+35,341	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
14.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	212,767	0.17%	-16,598	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	77,441	0.06%	+5,369	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,346,911	1.82%	+856,424	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	64,886	0.05%	+5,997	Jun 30, 2026	Northern Funds, not summed
15.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	55,725	0.04%	0	Jun 30, 2026	Northern Funds, not summed
15.3	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	48,377	0.04%	+6,608	Jun 30, 2026	Northern Funds, not summed
15.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,137	0.01%	-374	Jun 30, 2026	Northern Funds, not summed
15.5	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,243	0.00%	+160	Jul 31, 2026	FlexShares Trust, not summed
16	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	2,096,687	1.63%	-885,760	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
17	DUFF & PHELPS INVESTMENT MANAGEMENT CO 13F CIK 765443 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,006,105	1.56%	+204,589	Jun 30, 2026	carried, not yet filed for the newest quarter
18	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,928,640	1.50%	+136,992	Jun 30, 2026	carried, not yet filed for the newest quarter
19	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,917,053	1.49%	+17,839	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	682,541	0.53%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	461,587	0.36%	-16,413	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	236,901	0.18%	+14,112	Jul 31, 2026	Dimensional ETF Trust, not summed
19.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	168,276	0.13%	+3,035	Jul 31, 2026	Dimensional ETF Trust, not summed
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,652,337	1.28%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,442,550	1.12%	+39,006	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,123,351	0.87%	+569,574	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	998,094	0.78%	+55,482	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,862	0.00%	+277	Jul 31, 2026	BNY Mellon ETF Trust, not summed
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	994,906	0.77%	+511,598	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	969,995	0.75%	+912,698	Jun 30, 2026	carried, not yet filed for the newest quarter
26	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	946,006	0.74%	-1,315	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	442,240	0.34%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
26.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	187,790	0.15%	-12,450	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
26.3	Columbia Real Estate Equity Fund Fund S000012072 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	12,260	0.01%	-1,870	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
26.4	Columbia Adaptive Risk Allocation Fund Fund S000037262 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	11,080	0.01%	-8,212	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
26.5	Columbia Research Enhanced Real Estate ETF Fund S000079833 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	404	0.00%	-5	Jun 30, 2026	Columbia ETF Trust I, not summed
27	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	915,249	0.71%	-8,260	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	901,192	0.70%	-44,935	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	127	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
29	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	841,838	0.65%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
30	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	840,947	0.65%	+12,779	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
31	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	840,299	0.65%	+14,672	Jun 30, 2026	carried, not yet filed for the newest quarter
32	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	836,830	0.65%	+834,250	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	834,306	0.65%	+21,130	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	805,923	0.63%	-186,930	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	230,870	0.18%	-183,370	Jul 31, 2026	TIAA-CREF Funds, not summed
34.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	225,974	0.18%	-45,690	Jun 30, 2026	College Retirement Equities Fund, not summed
34.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	167,081	0.13%	+16,653	Jul 31, 2026	TIAA-CREF Funds, not summed
34.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	116,898	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
34.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	4,801	0.00%	-3,850	Jun 30, 2026	TIAA-CREF Life Funds, not summed
35	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	770,034	0.60%	+770,034	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	755,971	0.59%	+177,916	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
37	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	750,049	0.58%	-61,659	Jun 30, 2026	carried, not yet filed for the newest quarter
38	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	681,402	0.53%	+288,400	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	648,854	0.50%	+22,963	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
40	Cetera Investment Advisers 13F CIK 1666741 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	641,969	0.50%	-15,048	Jun 30, 2026	carried, not yet filed for the newest quarter
41	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	635,548	0.49%	-343,777	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	719,028	0.56%	-66,933	May 29, 2026	Delaware Group Equity Funds V, not summed
42	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	615,054	0.48%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	560,470	0.44%	0	Jun 30, 2026	Janus Investment Fund, not summed
43	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	609,014	0.47%	-3,115	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	92,834	0.07%	-6,049	Jul 31, 2026	Principal Funds, Inc, not summed
43.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	8,560	0.01%	+5,175	Jul 31, 2026	Principal Funds, Inc, not summed
44	Hudson Bay Capital Management LP 13F CIK 1393825 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	598,996	0.47%	-311,033	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	563,639	0.44%	-140,983	Jun 30, 2026	carried, not yet filed for the newest quarter
46	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	560,089	0.44%	-399,769	Jun 30, 2026	carried, not yet filed for the newest quarter
47	JPMorgan Small Cap Growth Fund Fund S000003859 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	532,172	0.41%	+69,634	Jun 30, 2026	JPMorgan Trust II, not summed
48	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	509,030	0.40%	+24,120	Jun 30, 2026	carried, not yet filed for the newest quarter
49	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	481,848	0.37%	-14,861	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	17,270	0.01%	+535	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
50	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	456,216	0.35%	-6,299	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	122,734	0.10%	-15,296	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
50.2	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	73,447	0.06%	-1,973	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
50.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	21,219	0.02%	-1,903	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
50.4	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	19,875	0.02%	-1,389	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
50.5	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	15,140	0.01%	+10,029	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed

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

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Key facts CIK 1476204 CUSIP 71844V201 13F (30d) 79 filings 79 filers Visit website Investor relations