PL · Planet Labs PBC · Shareholders & Ownership

$13.77 +0.18 (+1.32%)

Russell 1000 member Rebalance outlook locked

Market Cap

$4.94B

363.85M

Volume · Oct 20 1.8M Avg daily vol (3M) 9.22M

Every disclosed holder of PL 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 PL

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)	480	255,954,429	70.35%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	3	40,550,946	11.15%	Yes
Remaining	—	67,342,614	18.51%	Rest
Registered funds (N-PORT, not summed)	293	82,018,839	22.54%	No

Shares outstanding: 363,847,989, 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 PL

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	Alphabet Inc. 13F CIK 1652044 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	35,248,893	9.69%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	18,482,539	5.08%	-6,984,267	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	14,179,036	3.90%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,648,072	0.45%	—	Jun 30, 2026	iShares Trust, not summed
2.3	BlackRock Mid-Cap Growth Equity Portfolio Fund S000001505 · Registered fund · May 29, 2026 BlackRock Funds, not summed	1,321,913	0.36%	-691,523	May 29, 2026	BlackRock Funds, not summed
2.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,145,660	0.31%	—	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,065,406	0.29%	—	Jun 30, 2026	iShares Trust, not summed
3	VANGUARD GROUP INC 13G CIK 102909 · Registered investment adviser · Dec 29, 2023 Rule 13d-1(b), qualified institution	18,276,242	5.02%	—	Dec 29, 2023	Rule 13d-1(b), qualified institution
4	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	14,399,902	3.96%	+8,586,144	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Ultra Fund Fund S000006195 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	10,058,000	2.76%	+5,184,000	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,869,821	3.54%	+682,852	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,947,031	3.28%	-257,134	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,915,458	2.73%	+1,633,382	Jun 30, 2026	carried, not yet filed for the newest quarter
8	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	9,747,600	2.68%	+1,776,052	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	8,983,648	2.47%	+411,123	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,721,154	1.85%	-1,197,539	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	842,700	0.23%	+7,983	Jun 30, 2026	Driehaus Mutual Funds, not summed
10.2	Driehaus Micro Cap Growth Fund Fund S000042829 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	211,201	0.06%	-89,825	Jun 30, 2026	Driehaus Mutual Funds, not summed
10.3	Driehaus Small/Mid Cap Growth Fund Fund S000068519 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	46,202	0.01%	-9,423	Jun 30, 2026	Driehaus Mutual Funds, not summed
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,491,568	1.78%	+266,937	Jun 30, 2026	VANGUARD INDEX 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	6,315,701	1.74%	-242,498	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Timothy C. Draper 13G CIK 1451794 · Unknown · Jun 30, 2025 Rule 13d-1(c), passive investor	5,537,458	1.52%	-11,790,881	Jun 30, 2025	Rule 13d-1(c), passive investor
14	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,493,544	1.51%	-1,388,265	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	248,527	0.07%	-213,716	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.2	State Street(R) SPDR(R) S&P Kensho Final Frontiers ETF Fund S000063361 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	246,326	0.07%	+68,561	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	95,700	0.03%	+900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14.4	State Street(R) SPDR(R) S&P Kensho Future Security ETF Fund S000059702 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	62,582	0.02%	-54,535	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	11,840	0.00%	+4,180	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
15	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,545,864	1.25%	+928,839	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,263,633	1.17%	+985,781	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Invesco Aerospace & Defense ETF Fund S000003039 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,354,265	0.65%	+76,351	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.2	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	981,446	0.27%	—	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
16.3	Invesco Dorsey Wright SmallCap Momentum ETF Fund S000037586 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	172,146	0.05%	-68,079	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
16.4	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	139,304	0.04%	—	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
16.5	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	86,537	0.02%	+68,998	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,045,141	1.11%	-2,180,491	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 · May 31, 2026 Goldman Sachs ETF Trust, not summed	63,186	0.02%	-8,308	May 31, 2026	Goldman Sachs ETF Trust, not summed
17.2	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	60,683	0.02%	—	May 31, 2026	Goldman Sachs Trust, not summed
17.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	22,850	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
17.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	9,283	0.00%	—	May 31, 2026	Goldman Sachs ETF Trust II, not summed
17.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	6,521	0.00%	-944	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
18	Capricorn Investment Group LLC 13F CIK 1536261 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,016,886	1.10%	-1,338,961	Jun 30, 2026	carried, not yet filed for the newest quarter
19	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,845,545	1.06%	+1,369,926	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	LORD ABBETT BOND DEBENTURE FUND INC Fund S000006820 · Registered fund · Jun 30, 2026 LORD ABBETT BOND DEBENTURE FUND INC, not summed	820,107	0.23%	—	Jun 30, 2026	LORD ABBETT BOND DEBENTURE FUND INC, not summed
19.2	Lord Abbett Growth Opportunities Fund Fund S000006999 · Registered fund · May 31, 2026 LORD ABBETT RESEARCH FUND INC, not summed	145,899	0.04%	—	May 31, 2026	LORD ABBETT RESEARCH FUND INC, not summed
19.3	LORD ABBETT DEVELOPING GROWTH FUND INC Fund S000006834 · Registered fund · Jul 31, 2026 LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed	116,169	0.03%	-819,668	Jul 31, 2026	LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed
19.4	Bond-Debenture Portfolio Fund S000007299 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	41,658	0.01%	—	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
19.5	Developing Growth Portfolio Fund S000028719 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	28,371	0.01%	-383	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
20	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,833,796	1.05%	-203,999	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	AB DISCOVERY GROWTH FUND, INC. Fund S000010117 · Registered fund · Jun 30, 2026 AB DISCOVERY GROWTH FUND, INC., not summed	1,010,754	0.28%	-72,954	Jun 30, 2026	AB DISCOVERY GROWTH FUND, INC., not summed
20.2	AB Small Cap Growth Portfolio Fund S000010309 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	867,603	0.24%	-409,481	Jun 30, 2026	AB CAP FUND, INC., not summed
20.3	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	76,243	0.02%	—	Jun 30, 2026	Bernstein Fund Inc, not summed
20.4	AB Small Cap Growth Portfolio Fund S000010435 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	16,807	0.00%	-3,132	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
20.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	7,013	0.00%	+1,198	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
21	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,738,691	1.03%	+253,328	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,706,569	1.02%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,502,075	0.96%	-511,112	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	775,067	0.21%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
23.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	611,445	0.17%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
23.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	502,402	0.14%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	225,420	0.06%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.5	U.S. Sustainability Core 1 Portfolio Fund S000020422 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	160,562	0.04%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,499,298	0.96%	+3,499,298	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,442,105	0.95%	+3,314,962	Jun 30, 2026	carried, not yet filed for the newest quarter
26	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,428,007	0.94%	+1,790,966	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Tema Space Innovators ETF Fund S000102192 · Registered fund · May 31, 2026 Tema ETF Trust, not summed	3,398,140	0.93%	—	May 31, 2026	Tema ETF Trust, not summed
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,359,488	0.92%	+239,650	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,267,191	0.90%	-3,492,654	Jun 30, 2026	carried, not yet filed for the newest quarter
30	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,089,347	0.85%	+1,156,966	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Mirae Asset Global Investments Co., Ltd. 13F CIK 1569395 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,682,192	0.74%	+2,583,152	Jun 30, 2026	carried, not yet filed for the newest quarter
32	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,640,676	0.73%	+2,344,121	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Marshall William Spencer Insider CIK 1898468 · Sep 18, 2026 Director, Co-Founder and CEO, issuer-wide, not summed	2,488,473	0.68%	-80,000	Sep 18, 2026	Director, Co-Founder and CEO, issuer-wide, not summed
33.1	William Marshall 13D CIK 1898468 · Unknown · Jan 13, 2026	16,737,246	4.60%	—	Jan 13, 2026
34	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,463,974	0.68%	+986,079	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	330	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
35	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,394,982	0.66%	-787,554	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,442,363	0.40%	+119,598	May 31, 2026	Fidelity Concord Street Trust, not summed
35.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,064,401	0.29%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
35.3	Fidelity SAI Small-Mid Cap Momentum Index Fund Fund S000050321 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	853,853	0.23%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
35.4	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	697,170	0.19%	-690,250	Jul 31, 2026	Fidelity Securities Fund, not summed
35.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	529,084	0.15%	+57,638	May 31, 2026	Fidelity Concord Street Trust, not summed
36	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,081,495	0.57%	+1,840,181	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Penserra Capital Management LLC 13F CIK 1593324 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,964,738	0.54%	+638,402	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,964,082	0.54%	+238,419	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,881,142	0.52%	-48,934	Jun 30, 2026	carried, not yet filed for the newest quarter
40	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,841,945	0.51%	-437,451	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,342,926	0.37%	+116,848	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40.2	Schwab Select Large Cap Growth Fund Fund S000025589 · Registered fund · Jun 30, 2026 LAUDUS TRUST, not summed	476,515	0.13%	+280,314	Jun 30, 2026	LAUDUS TRUST, not summed
40.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	178,114	0.05%	+13,604	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
40.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	166,781	0.05%	+20,604	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40.5	Schwab U.S. Mid-Cap Index Fund Fund S000059733 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	56,330	0.02%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
41	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,623,004	0.45%	+405,265	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Neuberger Small Cap Growth Fund Fund S000007839 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	191,756	0.05%	+2,489	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
42	Tidal Investments LLC 13F CIK 1600064 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,591,020	0.44%	+1,561,769	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Johnson Ashley F. Insider CIK 1572854 · Sep 17, 2026 President & CFO, issuer-wide, not summed	1,555,585	0.43%	-138,019	Sep 17, 2026	President & CFO, issuer-wide, not summed
44	BANK OF NOVA SCOTIA 13F CIK 9631 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,532,666	0.42%	+212,202	Jun 30, 2026	carried, not yet filed for the newest quarter
45	OPPENHEIMER & CO INC 13F CIK 822581 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,501,240	0.41%	-460,924	Jun 30, 2026	carried, not yet filed for the newest quarter
46	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,447,669	0.40%	-862,256	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,800	0.00%	+628	Jul 31, 2026	FlexShares Trust, not summed
47	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,416,999	0.39%	+565,669	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	324,700	0.09%	—	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
47.2	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	39,729	0.01%	+800	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
47.3	T. Rowe Price Mid-Cap Index Fund Fund S000051326 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	24,737	0.01%	—	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
48	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,397,487	0.38%	-1,313,687	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	225,384	0.06%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
48.2	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	157,216	0.04%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
48.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	134,446	0.04%	-741,991	Jun 30, 2026	College Retirement Equities Fund, not summed
48.4	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	82,830	0.02%	-256,200	Jul 31, 2026	TIAA-CREF Funds, not summed
48.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	11,916	0.00%	-5,490	Jun 30, 2026	TIAA-CREF Life Funds, not summed
49	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	1,392,320	0.38%	+211,799	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
50	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13F CIK 1535845 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,367,000	0.38%	+1,367,000	Jun 30, 2026	carried, not yet filed for the newest quarter

64 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 607 holders

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

Key facts CIK 1836833 CUSIP 72703X106 13F (30d) 38 filings 37 filers Visit website Investor relations