PLUS · Eplus Inc · Shareholders & Ownership

$94.08 +2.45 (+2.67%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.39B

26.09M

Volume · Oct 20 266.78K Avg daily vol (3M) 233.32K

Every disclosed holder of PLUS 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 PLUS

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)	292	25,199,246	96.58%	Yes
Insiders (Forms 3, 4, 5)	12	542,358	2.08%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	348,814	1.34%	Rest
Registered funds (N-PORT, not summed)	285	13,788,239	52.85%	No

Shares outstanding: 26,090,418, the issuer's latest cover-page count restated onto today's split basis.

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 PLUS

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	4,060,186	15.56%	+56,745	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	1,575,544	6.04%	+6,166	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	680,971	2.61%	+27,098	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	252,847	0.97%	+24,836	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	147,659	0.57%	+5,543	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	83,840	0.32%	-11,385	Jun 30, 2026	iShares Trust, not summed
2	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,368,044	5.24%	+57,666	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,368,044	5.24%	+49,153	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	232,516	0.89%	+32,335	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	194,991	0.75%	+1,637	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	154,114	0.59%	+3,746	Jul 31, 2026	Dimensional ETF Trust, not summed
2.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	118,361	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3	River Road Asset Management, LLC 13G CIK 1341401 · Registered investment adviser · Jul 31, 2026 Rule 13d-1(b), qualified institution, not summed	1,162,635	4.46%	-224,218	Jul 31, 2026	Rule 13d-1(b), qualified institution, not summed
3.1	River Road Asset Management, LLC 13F CIK 1341401 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,582,148	6.06%	-42,524	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,160,310	4.45%	-5,598	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,142,862	4.38%	+42,415	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,066,916	4.09%	+53,187	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	240,472	0.92%	+4,233	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	92,182	0.35%	+5,238	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	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	49,454	0.19%	-2,603	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	9,236	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	6,196	0.02%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	920,085	3.53%	+341,038	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	66,157	0.25%	+25,126	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
7.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	31,444	0.12%	+3,768	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
7.3	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	5,743	0.02%	-29	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
7.4	FT Vest Technology Dividend Target Income ETF Fund S000081278 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	1,976	0.01%	+1,114	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
7.5	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	993	0.00%	+95	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
8	AltraVue Capital, LLC 13F CIK 1740837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	910,893	3.49%	-15,760	Jun 30, 2026	carried, not yet filed for the newest quarter
9	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	839,321	3.22%	+306,240	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	833,700	3.20%	-12,470	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	791,462	3.03%	+26,165	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	289,965	1.11%	+29,134	Jul 31, 2026	Fidelity Salem Street Trust, not summed
11.2	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	263,349	1.01%	+6,900	Jul 31, 2026	Fidelity Capital Trust, not summed
11.3	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	176,761	0.68%	0	May 31, 2026	Fidelity Rutland Square Trust II, not summed
11.4	Fidelity Series Small Cap Opportunities Fund Fund S000015587 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	155,190	0.59%	-13,200	Jul 31, 2026	Fidelity Securities Fund, not summed
11.5	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	135,268	0.52%	-346	May 31, 2026	Fidelity Concord Street Trust, not summed
12	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	758,251	2.91%	-217,958	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	729,583	2.80%	+37,890	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	710,011	2.72%	-138,770	May 31, 2026	American Century ETF Trust, not summed
15	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	666,858	2.56%	+2,239	May 31, 2026	VANGUARD WORLD FUND, not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	659,994	2.53%	-61,711	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	27	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17	GENEVA CAPITAL MANAGEMENT LLC 13F CIK 1009232 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	595,827	2.28%	-163,690	Jun 30, 2026	carried, not yet filed for the newest quarter
18	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	444,397	1.70%	-31,418	Jun 30, 2026	carried, not yet filed for the newest quarter
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	395,081	1.51%	-23,085	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,401	0.05%	+1,010	Jun 30, 2026	Northern Funds, not summed
19.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,976	0.03%	0	Jun 30, 2026	Northern Funds, not summed
19.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,481	0.02%	-185	Jun 30, 2026	Northern Funds, not summed
19.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,106	0.01%	+104	Jul 31, 2026	FlexShares Trust, not summed
20	Ophir Asset Management Pty Ltd 13F CIK 1844640 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	382,904	1.47%	+382,904	Jun 30, 2026	carried, not yet filed for the newest quarter
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	362,480	1.39%	-24,290	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	125,567	0.48%	-2,215	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	98,507	0.38%	-28,539	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	64,392	0.25%	+6,406	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	22,816	0.09%	-3,493	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	15,417	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22	Bragg Financial Advisors, Inc 13F CIK 1327055 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	311,913	1.20%	+3,258	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	299,884	1.15%	+8,574	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	FPA Queens Road Small Cap Value Fund Fund S000080694 · Registered fund · May 31, 2026 Investment Managers Series Trust III, not summed	297,244	1.14%	+65,073	May 31, 2026	Investment Managers Series Trust III, not summed
25	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	287,417	1.10%	-169,199	Jun 30, 2026	carried, not yet filed for the newest quarter
26	NEUMEIER POMA INVESTMENT COUNSEL LLC 13F CIK 1044936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	275,000	1.05%	+1,930	Jun 30, 2026	carried, not yet filed for the newest quarter
27	LONDON CO OF VIRGINIA 13F CIK 1259887 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	259,518	0.99%	-10,487	Jun 30, 2026	carried, not yet filed for the newest quarter
28	AMG River Road Small Cap Value Fund Fund S000001130 · Registered fund · Jul 31, 2026 AMG Funds IV, not summed	257,637	0.99%	-129,973	Jul 31, 2026	AMG Funds IV, not summed
29	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	246,655	0.95%	+246,655	Jun 30, 2026	carried, not yet filed for the newest quarter
30	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	234,774	0.90%	-43,862	Jun 30, 2026	carried, not yet filed for the newest quarter
31	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	230,878	0.88%	+9,741	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	230,270	0.88%	+66,851	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Invesco S&P SmallCap Information Technology ETF Fund S000028301 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	52,754	0.20%	+7,214	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32.2	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	51,378	0.20%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	34,368	0.13%	+6,921	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32.4	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	22,337	0.09%	-3,942	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.5	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	16,556	0.06%	+591	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
33	MARRON MARK P Insider CIK 1240888 · Jul 2, 2026 Director, Chief Executive Officer, issuer-wide	226,073	0.87%	0	Jul 2, 2026	Director, Chief Executive Officer, issuer-wide
34	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	218,797	0.84%	+6,156	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	200,000	0.77%	-140,000	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Tributary Capital Management, LLC 13F CIK 1441888 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	191,890	0.74%	+8,892	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	TRIBUTARY SMALL COMPANY FUND Fund S000022139 · Registered fund · Jun 30, 2026 TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed	113,298	0.43%	+4,136	Jun 30, 2026	TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed
37	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	187,383	0.72%	+49,416	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Rockefeller US Small Cap Core Fund Fund S000080973 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	29,422	0.11%	+5,269	Aug 31, 2026	Trust for Professional Managers, not summed
38	Nationwide Geneva Small Cap Growth Fund Fund S000041104 · Registered fund · Jul 31, 2026 Nationwide Mutual Funds, not summed	182,976	0.70%	-35,088	Jul 31, 2026	Nationwide Mutual Funds, not summed
39	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	179,152	0.69%	0	Jun 30, 2026	Bridge Builder Trust, not summed
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	173,775	0.67%	+4,492	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	168,377	0.65%	+120,380	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	165,358	0.63%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
43	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	163,196	0.63%	+1,000	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	41,300	0.16%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
43.2	Hotchkis & Wiley SMID Cap Diversified Value Fund Fund S000091359 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	127	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
44	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	155,145	0.59%	+1,573	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	28,453	0.11%	+2,006	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
44.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	26,893	0.10%	+890	Jul 31, 2026	Principal Funds, Inc, not summed
44.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	19,264	0.07%	-1,288	Jul 31, 2026	Principal Funds, Inc, not summed
45	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	150,998	0.58%	+13,500	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Oberweis Micro-Cap Fund Fund S000010231 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	145,598	0.56%	+13,800	Jun 30, 2026	OBERWEIS FUNDS, not summed
46	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	135,565	0.52%	+4,809	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
47	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	130,540	0.50%	+12,149	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	62,367	0.24%	+6,121	Jun 30, 2026	ROYCE FUND, not summed
47.2	Royce Capital Fund - Small-Cap Portfolio Fund S000009497 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	27,650	0.11%	+4,986	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
47.3	Royce Small-Cap Value Fund Fund S000009516 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	16,557	0.06%	+3,403	Jun 30, 2026	ROYCE FUND, not summed
48	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	126,385	0.48%	-24,604	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	66,070	0.25%	-1,300	Jul 31, 2026	TIAA-CREF Funds, not summed
48.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	35,088	0.13%	+3,905	Jul 31, 2026	TIAA-CREF Funds, not summed
48.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	19,890	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
48.4	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	1,376	0.01%	-34	Jun 30, 2026	TIAA-CREF Life Funds, not summed
48.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	468	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
49	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	122,468	0.47%	-71,150	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	117,693	0.45%	-17,546	Jun 30, 2026	carried, not yet filed for the newest quarter

58 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.

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Key facts CIK 1022408 CUSIP 294268107 13F (30d) 29 filings 29 filers Visit website Investor relations