PLXS · Plexus Corp · Shareholders & Ownership

$216.98 -3.80 (-1.72%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.88B

26.65M

Volume · Oct 23 332.84K Avg daily vol (3M) 263.68K

Every disclosed holder of PLXS 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 PLXS

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	463	26,938,019	101.07%	Yes
Insiders (Forms 3, 4, 5)	16	370,557	1.39%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	656,477	-2.46%	Negative
Registered funds (N-PORT, not summed)	389	15,213,721	57.08%	No

Shares outstanding: 26,652,099, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of PLXS

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	4,362,360	16.37%	+87,096	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	1,611,840	6.05%	+3,158	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	695,772	2.61%	+44,936	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	250,221	0.94%	+48,600	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	128,989	0.48%	-17,745	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	105,705	0.40%	+4,020	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	2,110,343	7.92%	-144,414	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DISCIPLINED GROWTH INVESTORS INC /MN 13F CIK 1050442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,440,935	5.41%	-53,684	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Disciplined Growth Investors Fund Fund S000033265 · Registered fund · Apr 30, 2025 FINANCIAL INVESTORS TRUST, not summed	127,102	0.48%	0	Apr 30, 2025	FINANCIAL INVESTORS TRUST, not summed
3.2	The Disciplined Growth Investors Fund Fund S000093392 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	107,744	0.40%	-2,199	Jul 31, 2026	Elevation Series 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	1,206,653	4.53%	+8,452	Jun 30, 2026	carried, not yet filed for the newest quarter
5	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,184,217	4.44%	-378,214	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	American Century Investment Management, Inc. 13G CIK 52388 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,184,217	4.44%	-376,405	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	316,368	1.19%	-46,877	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
5.3	Global Small Cap Fund Fund S000053103 · Registered fund · May 31, 2026 American Century World Mutual Funds, Inc., not summed	2,499	0.01%	-458	May 31, 2026	American Century World Mutual Funds, Inc., not summed
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,095,217	4.11%	+47,382	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	245,481	0.92%	+2,923	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	78,095	0.29%	-415	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	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	67,559	0.25%	+5,427	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	10,473	0.04%	-1,995	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	9,400	0.04%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	850,614	3.19%	-575	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	832,842	3.12%	-286,529	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	175,122	0.66%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	140,129	0.53%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	87,663	0.33%	+4,017	Jul 31, 2026	Dimensional ETF Trust, not summed
8.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	48,279	0.18%	+119	Jul 31, 2026	Dimensional ETF Trust, not summed
8.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	45,539	0.17%	-94,640	Jul 31, 2026	Dimensional ETF Trust, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	801,518	3.01%	+121,486	Jun 30, 2026	carried, not yet filed for the newest quarter
10	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	761,926	2.86%	-154,829	Jun 30, 2026	carried, not yet filed for the newest quarter
11	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	732,397	2.75%	+143,619	Jun 30, 2026	carried, not yet filed for the newest quarter
12	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	699,848	2.63%	+137,497	Jun 30, 2026	Capitol Series Trust, not summed
13	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	698,672	2.62%	-171,882	May 31, 2026	American Century ETF Trust, not summed
14	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	628,196	2.36%	-24,242	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	613,857	2.30%	-3,767	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	586,898	2.20%	+508,075	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	157,000	0.59%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
16.2	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	132,356	0.50%	+100,456	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
16.3	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	65,326	0.25%	+16,186	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
16.4	T. Rowe Price Science & Technology Fund, Inc. Fund S000002119 · Registered fund · Jun 30, 2026 T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC., not summed	52,300	0.20%	—	Jun 30, 2026	T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC., not summed
16.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	4,246	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
17	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	572,992	2.15%	-56,793	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	120,238	0.45%	-2,435	Jun 30, 2026	AB TRUST, not summed
17.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	36,253	0.14%	-4,939	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
17.3	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	28,137	0.11%	-3,018	Jun 30, 2026	AB CAP FUND, INC., not summed
17.4	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	19,590	0.07%	-4,998	Jun 30, 2026	Bernstein Fund Inc, not summed
17.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	1,219	0.00%	-110	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
18	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	562,222	2.11%	-115,216	May 31, 2026	VANGUARD WORLD FUND, not summed
19	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	445,648	1.67%	+293,812	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	388,711	1.46%	-4,597	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	372,118	1.40%	-13,986	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	128,612	0.48%	-2,310	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	90,083	0.34%	-14,643	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	65,842	0.25%	+7,498	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	22,391	0.08%	-1,564	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	16,386	0.06%	+779	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	368,366	1.38%	+5,873	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	178,254	0.67%	+26,423	Jun 30, 2026	College Retirement Equities Fund, not summed
22.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	46,550	0.17%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
22.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	35,378	0.13%	+3,431	Jul 31, 2026	TIAA-CREF Funds, not summed
22.4	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	25,840	0.10%	-1,416	Jul 31, 2026	NuShares ETF Trust, not summed
22.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	22,178	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
23	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	348,725	1.31%	-79,212	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	36	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	327,551	1.23%	+10,905	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,703	0.05%	+1,308	Jun 30, 2026	Northern Funds, not summed
24.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,721	0.01%	-106	Jun 30, 2026	Northern Funds, not summed
24.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	680	0.00%	+32	Jul 31, 2026	FlexShares Trust, not summed
25	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	321,808	1.21%	-62,685	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	315,669	1.18%	-97,961	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	163,000	0.61%	-17,000	Jun 30, 2026	Victory Portfolios, not summed
26.2	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	29,700	0.11%	-22,300	Jun 30, 2026	Victory Portfolios, not summed
26.3	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	19,442	0.07%	-3,955	Jun 30, 2026	Victory Portfolios II, not summed
26.4	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	4,876	0.02%	-3,324	Jul 31, 2026	Victory Portfolios III, not summed
26.5	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	3,049	0.01%	+29	Jul 31, 2026	Victory Portfolios III, not summed
27	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	315,396	1.18%	+211,663	Sep 30, 2026
27.1	Congress SMid Growth ETF Fund S000081384 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	33,300	0.12%	—	Jul 31, 2026	Professionally Managed Portfolios, not summed
28	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	308,539	1.16%	+40,415	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	186,841	0.70%	+37,931	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.2	Invesco S&P SmallCap Information Technology ETF Fund S000028301 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	54,045	0.20%	+7,125	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
28.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	23,534	0.09%	-4,354	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
28.4	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	13,353	0.05%	+461	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
28.5	Invesco Dorsey Wright SmallCap Momentum ETF Fund S000037586 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	6,678	0.03%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	306,779	1.15%	+7,947	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	289,990	1.09%	-2,753	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	184,532	0.69%	-2,325	Jul 31, 2026	Thrivent Mutual Funds, not summed
30.2	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	61,018	0.23%	+235	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
30.3	THRIVENT SMALL CAP INDEX PORTFOLIO Fund S000001446 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	17,570	0.07%	-309	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
30.4	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	5,876	0.02%	+324	Jul 31, 2026	Thrivent Mutual Funds, not summed
30.5	THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Fund S000001347 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	2,806	0.01%	+156	Jul 31, 2026	Thrivent Mutual Funds, not summed
31	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	276,664	1.04%	-113,381	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Cartenna Capital, LP 13F CIK 1808928 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	265,000	0.99%	+150,000	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Harbor Small Cap Value Fund Fund S000000689 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	239,341	0.90%	-8,547	Jul 31, 2026	HARBOR FUNDS, not summed
34	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	232,959	0.87%	+232,959	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Brown Advisory Small-Cap Growth Fund Fund S000038483 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	38,183	0.14%	—	Jun 30, 2026	Brown Advisory Funds, not summed
35	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	226,383	0.85%	+36,082	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	18,718	0.07%	-1,355	May 31, 2026	Goldman Sachs Trust, not summed
35.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	10,043	0.04%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
35.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	9,852	0.04%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
35.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,985	0.03%	-254	May 31, 2026	Goldman Sachs ETF Trust, not summed
35.5	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	7,522	0.03%	+5,926	Jul 31, 2026	Goldman Sachs Trust, not summed
36	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	208,024	0.78%	-88,455	Jun 30, 2026	carried, not yet filed for the newest quarter
37	EMERALD ADVISERS, LLC 13F CIK 1015083 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	207,712	0.78%	+41,180	Jun 30, 2026	carried, not yet filed for the newest quarter
38	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	200,488	0.75%	+24,656	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	192,212	0.72%	+6,471	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	184,672	0.69%	+4,012	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	984	0.00%	+38	Jul 31, 2026	BNY Mellon ETF Trust, not summed
41	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	169,407	0.64%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
42	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	163,203	0.61%	+30,333	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	296,201	1.11%	+33,170	Jul 31, 2026	Fidelity Salem Street Trust, not summed
42.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	137,802	0.52%	+26,442	Jun 30, 2026	Fidelity Covington Trust, not summed
42.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	137,476	0.52%	-4,724	May 31, 2026	Fidelity Concord Street Trust, not summed
42.4	Fidelity SAI Small-Mid Cap Momentum Index Fund Fund S000050321 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	81,834	0.31%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
42.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	75,178	0.28%	+51,292	May 31, 2026	Fidelity Rutland Square Trust II, not summed
43	Harbor Small Cap Growth Fund Fund S000000686 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	158,260	0.59%	-16,380	Jul 31, 2026	HARBOR FUNDS, not summed
44	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	156,071	0.59%	+2,679	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	95,672	0.36%	+27,081	Jul 31, 2026	Principal Funds, Inc, not summed
44.2	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	24,967	0.09%	+2,505	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
44.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	19,714	0.07%	-1,341	Jul 31, 2026	Principal Funds, Inc, not summed
45	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	136,671	0.51%	+3,466	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
46	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	135,656	0.51%	+52,478	Jun 30, 2026	carried, not yet filed for the newest quarter
47	EMERALD MUTUAL FUND ADVISERS TRUST 13F CIK 1352895 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	134,746	0.51%	+32,468	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Emerald Growth Fund Fund S000036390 · Registered fund · Apr 30, 2026 FINANCIAL INVESTORS TRUST, not summed	65,377	0.25%	+51,445	Apr 30, 2026	FINANCIAL INVESTORS TRUST, not summed
48	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	118,917	0.45%	+33,443	Jun 30, 2026	carried, not yet filed for the newest quarter
49	FOATE DEAN A Insider CIK 1223189 · Feb 6, 2026 Director, issuer-wide	114,429	0.43%	-10,000	Feb 6, 2026	Director, issuer-wide
50	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	112,359	0.42%	+28,935	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 785786 CUSIP 729132100 13F (30d) 83 filings 82 filers Visit website Investor relations