PJT · PJT Partners Inc. · Shareholders & Ownership

$148.87 +5.99 (+4.19%) Q2 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.65B

25.56M

Volume · Oct 28 485.54K Avg daily vol (3M) 436K

Every disclosed holder of PJT 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 PJT

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)	427	22,668,071	88.67%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,896,876	11.33%	Rest
Registered funds (N-PORT, not summed)	319	11,990,545	46.90%	No

Shares outstanding: 25,564,947, 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 PJT

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	4,075,374	15.94%	+382,248	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	1,551,776	6.07%	+92,434	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	632,473	2.47%	+64,702	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	232,033	0.91%	+22,319	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	125,763	0.49%	-61,700	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	107,259	0.42%	—	Jun 30, 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	1,370,798	5.36%	+103,430	Jun 30, 2026	carried, not yet filed for the newest quarter
3	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	1,352,809	5.29%	-125,413	Sep 30, 2026
3.1	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	354,339	1.39%	+238,515	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
3.2	Wasatch Small Cap Growth Fund Fund S000000887 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	256,632	1.00%	-26,065	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
3.3	Wasatch Global Opportunities Fund Fund S000022592 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	18,712	0.07%	—	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
3.4	Wasatch U.S. Select Fund Fund S000076417 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	4,129	0.02%	+103	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,118,057	4.37%	+69,971	Jun 30, 2026	carried, not yet filed for the newest quarter
5	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,057,881	4.14%	+354,555	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	268,518	1.05%	+41,884	Jul 31, 2026	Fidelity Salem Street Trust, not summed
5.2	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	194,200	0.76%	—	Jul 31, 2026	Fidelity Capital Trust, not summed
5.3	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	193,406	0.76%	+36,606	Jul 31, 2026	Fidelity Securities Fund, not summed
5.4	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	159,140	0.62%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
5.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	153,378	0.60%	+84,827	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,053,770	4.12%	+87,620	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	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	237,755	0.93%	+17,785	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	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	148,124	0.58%	+19,861	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	42,555	0.17%	-5,781	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	11,500	0.05%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
6.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	8,172	0.03%	+200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	842,197	3.29%	+710,038	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	129,087	0.50%	—	Jun 30, 2026	AB TRUST, not summed
7.2	AB Growth Fund Fund S000010509 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	119,990	0.47%	+12,090	Jun 30, 2026	AB PORTFOLIOS, not summed
7.3	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	38,741	0.15%	—	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
7.4	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	33,427	0.13%	+15,297	Jun 30, 2026	Bernstein Fund Inc, not summed
7.5	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	32,871	0.13%	—	Jun 30, 2026	AB CAP FUND, INC., not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	792,294	3.10%	+41,259	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	779,118	3.05%	+43,195	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	728,580	2.85%	+5,106	Sep 30, 2026
10.1	Congress Small Cap Growth Fund Fund S000058028 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	261,000	1.02%	0	Jul 31, 2026	Professionally Managed Portfolios, not summed
10.2	Congress SMid Growth ETF Fund S000081384 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	64,017	0.25%	+11,463	Jul 31, 2026	Professionally Managed Portfolios, not summed
11	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	614,734	2.40%	-16,569	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	16	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	562,801	2.20%	+33,713	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	409,925	1.60%	-13,093	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Carillon Eagle Small Cap Growth Fund Fund S000008482 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	55,754	0.22%	-1,296	Jun 30, 2026	Carillon Series Trust, not summed
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	406,349	1.59%	+36,972	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	105,347	0.41%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	71,514	0.28%	+6,174	Jul 31, 2026	Dimensional ETF Trust, not summed
14.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	42,437	0.17%	+9,425	Jul 31, 2026	Dimensional ETF Trust, not summed
14.4	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	28,719	0.11%	+19	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	24,696	0.10%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15	Taubman Paul J Insider CIK 1479665 · Nov 7, 2024 Director, Chairman and CEO, issuer-wide, not summed	400,000	1.56%	—	Nov 7, 2024	Director, Chairman and CEO, issuer-wide, not summed
16	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	393,747	1.54%	+17,011	Jun 30, 2026	carried, not yet filed for the newest quarter
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	348,008	1.36%	+60,046	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	12,013	0.05%	-728	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
17.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	4,621	0.02%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
17.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	2,676	0.01%	+455	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
17.4	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	1,387	0.01%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
18	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	324,825	1.27%	+28,716	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Azora Capital LP 13F CIK 1700272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	322,481	1.26%	+322,481	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	301,732	1.18%	+25,981	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	12,448	0.05%	+1,885	Jun 30, 2026	Northern Funds, not summed
20.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,612	0.01%	-75	Jun 30, 2026	Northern Funds, not summed
20.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	501	0.00%	+24	Jul 31, 2026	FlexShares Trust, not summed
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	296,293	1.16%	+25,018	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	282,233	1.10%	-33,778	Jun 30, 2026	carried, not yet filed for the newest quarter
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	277,001	1.08%	+14,452	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	122,924	0.48%	+5,926	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	59,828	0.23%	+9,457	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	29,459	0.12%	+4,425	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	15,921	0.06%	+1,374	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	15,805	0.06%	+1,398	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	275,858	1.08%	-19,726	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	149,227	0.58%	-16,098	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
25	ClearBridge Small Cap Growth Fund Fund S000016663 · Registered fund · Jul 31, 2026 Legg Mason Partners Investment Trust, not summed	258,394	1.01%	-5,900	Jul 31, 2026	Legg Mason Partners Investment Trust, not summed
26	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	216,633	0.85%	-74,013	Jun 30, 2026	carried, not yet filed for the newest quarter
27	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	202,842	0.79%	+14,068	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	76,428	0.30%	+6,498	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
27.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	19,028	0.07%	-79	Jul 31, 2026	Principal Funds, Inc, not summed
27.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,176	0.00%	-273	Jul 31, 2026	Principal Funds, Inc, not summed
27.4	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	716	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed
28	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	198,348	0.78%	-1,154	Jun 30, 2026	carried, not yet filed for the newest quarter
29	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	194,401	0.76%	-35,961	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	MFS New Discovery Fund Fund S000000765 · Registered fund · Aug 31, 2026 MFS SERIES TRUST I, not summed	130,755	0.51%	-35,202	Aug 31, 2026	MFS SERIES TRUST I, not summed
29.2	MFS New Discovery Series Fund S000002680 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	48,274	0.19%	-11,835	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
29.3	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · Aug 31, 2026 MFS SERIES TRUST X, not summed	9,066	0.04%	+6,657	Aug 31, 2026	MFS SERIES TRUST X, not summed
29.4	MFS Blended Research Small Cap Equity Portfolio Fund S000008071 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	2,399	0.01%	+1,746	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
29.5	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	373	0.00%	-156	Jul 31, 2026	MFS Series Trust XV, not summed
30	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	190,644	0.75%	+8,664	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	188,135	0.74%	+8,739	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	887	0.00%	+215	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	Champlain Investment Partners, LLC 13F CIK 1315478 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	183,009	0.72%	-32,232	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Champlain Small Company Fund Fund S000005803 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	73,000	0.29%	-25,000	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
33	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	180,160	0.70%	-5,919	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	176,625	0.69%	+9,705	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	157,151	0.61%	+135,294	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	150,465	0.59%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
37	Aberdeen Group plc 13F CIK 1716774 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	138,593	0.54%	+7,203	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	abrdn U.S. Small Cap Equity Fund Fund S000020297 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	52,683	0.21%	-1,643	Jul 31, 2026	abrdn Funds, not summed
37.2	abrdn Focused U.S. Small Cap Active ETF Fund S000088604 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	1,472	0.01%	-153	Jul 31, 2026	abrdn Funds, not summed
38	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	132,271	0.52%	+74,988	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	SEI Select Small Cap ETF Fund S000085976 · Registered fund · Jun 30, 2026 SEI EXCHANGE TRADED FUNDS, not summed	5,022	0.02%	+664	Jun 30, 2026	SEI EXCHANGE TRADED FUNDS, not summed
38.2	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	3,400	0.01%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
39	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	130,859	0.51%	-4,646	Jun 30, 2026	carried, not yet filed for the newest quarter
40	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	127,531	0.50%	-997	Jun 30, 2026	carried, not yet filed for the newest quarter
41	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	125,000	0.49%	+77,300	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	120,955	0.47%	+1,785	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Tidal Investments LLC 13F CIK 1600064 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	119,193	0.47%	+4,147	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Rockefeller U.S. Small-Mid Cap ETF Fund S000086716 · Registered fund · Jul 31, 2026 Tidal Trust III, not summed	111,037	0.43%	-1,360	Jul 31, 2026	Tidal Trust III, not summed
43.2	Adasina Social Justice All Cap Global ETF Fund S000069950 · Registered fund · Aug 31, 2026 Tidal Trust I, not summed	1,769	0.01%	—	Aug 31, 2026	Tidal Trust I, not summed
44	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	118,935	0.47%	-11,567	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	118,093	0.46%	+4,190	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
46	TimesSquare Capital Management, LLC 13F CIK 1313816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	103,838	0.41%	-21,696	Jun 30, 2026	carried, not yet filed for the newest quarter
47	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	101,163	0.40%	+101,163	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Prospect Capital Advisors, LLC 13F CIK 1632368 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	98,230	0.38%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
49	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	92,148	0.36%	+12,787	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	91,543	0.36%	+2,125	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	33,621	0.13%	+1,168	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
50.2	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	13,872	0.05%	+3,390	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
50.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	12,929	0.05%	+98	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
50.4	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	7,318	0.03%	+5,668	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
50.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	4,024	0.02%	+219	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed

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Key facts CIK 1626115 CUSIP 69343T107 13F (30d) 95 filings 91 filers Visit website Investor relations