POWI · Power Integrations Inc · Shareholders & Ownership

$48.24 +1.27 (+2.70%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.62B

55.87M

Volume · Oct 21 363.57K Avg daily vol (3M) 744.47K

Every disclosed holder of POWI 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 POWI

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)	373	62,335,635	111.57%	Yes
Insiders (Forms 3, 4, 5)	19	1,078,962	1.93%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	7,541,299	-13.50%	Negative
Registered funds (N-PORT, not summed)	341	33,409,913	59.80%	No

Shares outstanding: 55,873,298, 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 POWI

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	8,722,053	15.61%	+200,304	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	3,356,984	6.01%	+24,811	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,439,277	2.58%	+89,288	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	517,645	0.93%	+68,449	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	479,687	0.86%	-62,104	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	103,340	0.19%	+12,111	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,190,284	9.29%	+214,425	Jun 30, 2026	carried, not yet filed for the newest quarter
3	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,595,855	6.44%	+239,702	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,194,155	5.72%	+116,312	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) S&P(R) Semiconductor ETF Fund S000010020 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	982,120	1.76%	+19,117	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	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	509,891	0.91%	+8,020	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	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	290,313	0.52%	-322	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	18,922	0.03%	-500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.5	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	10,588	0.02%	+160	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,511,196	4.49%	+4,277	Jun 30, 2026	carried, not yet filed for the newest quarter
6	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,382,007	4.26%	+1,330	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	247,714	0.44%	+27,200	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
6.2	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	176,045	0.32%	-19,940	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
6.3	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	36,177	0.06%	-8,048	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
7	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,020,390	3.62%	-1,912,709	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	1,389,273	2.49%	-970,881	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
7.2	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	53,757	0.10%	-18,190	May 31, 2026	Neuberger Berman ETF Trust, not summed
8	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,924,939	3.45%	+528,456	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	1,010,551	1.81%	+384,409	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
8.2	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	185,100	0.33%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
8.3	T. Rowe Price Science & Technology Fund, Inc. Fund S000002119 · Registered fund · Jun 30, 2026 T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC., not summed	74,000	0.13%	—	Jun 30, 2026	T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC., not summed
8.4	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	8,457	0.02%	+1,708	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
8.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	6,700	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
9	DISCIPLINED GROWTH INVESTORS INC /MN 13F CIK 1050442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,891,864	3.39%	-67,308	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Disciplined Growth Investors Fund Fund S000033265 · Registered fund · Apr 30, 2025 FINANCIAL INVESTORS TRUST, not summed	159,247	0.29%	0	Apr 30, 2025	FINANCIAL INVESTORS TRUST, not summed
9.2	The Disciplined Growth Investors Fund Fund S000093392 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	133,195	0.24%	-31,966	Jul 31, 2026	Elevation Series Trust, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,803,038	3.23%	+128,213	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,769,227	3.17%	-20,197	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	SNYDER CAPITAL MANAGEMENT L P 13F CIK 1050477 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,766,507	3.16%	-337,556	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,413,079	2.53%	+5,023	May 31, 2026	VANGUARD WORLD FUND, not summed
14	Robeco Schweiz AG 13F CIK 1418427 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,340,404	2.40%	+470,234	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	1,278,352	2.29%	-2,719	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,192,455	2.13%	-309,505	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	41	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,183,746	2.12%	+71,356	Jun 30, 2026	carried, not yet filed for the newest quarter
18	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	1,151,148	2.06%	+38,758	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
19	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	1,143,891	2.05%	-423,076	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
20	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,085,077	1.94%	+27,922	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	251,163	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	178,988	0.32%	+1,751	Jul 31, 2026	Dimensional ETF Trust, not summed
20.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	145,670	0.26%	+295	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	100,802	0.18%	+19,093	Jul 31, 2026	Dimensional ETF Trust, not summed
20.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	84,908	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,020,059	1.83%	-28,094	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	355,069	0.64%	-27,068	Jun 30, 2026	College Retirement Equities Fund, not summed
21.2	Nuveen Multi Cap Value Fund Fund S000000605 · Registered fund · Jun 30, 2026 Nuveen Investment Trust, not summed	259,133	0.46%	+4,063	Jun 30, 2026	Nuveen Investment Trust, not summed
21.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	72,498	0.13%	+6,065	Jul 31, 2026	TIAA-CREF Funds, not summed
21.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	47,228	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
21.5	Nuveen Small Cap Value Opportunities Fund Fund S000000606 · Registered fund · Jun 30, 2026 Nuveen Investment Trust, not summed	44,811	0.08%	-26,734	Jun 30, 2026	Nuveen Investment Trust, not summed
22	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	914,069	1.64%	-15,990	Sep 30, 2026
22.1	Congress Small Cap Growth Fund Fund S000058028 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	730,000	1.31%	—	Jul 31, 2026	Professionally Managed Portfolios, not summed
23	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	882,471	1.58%	+304,866	Jun 30, 2026	carried, not yet filed for the newest quarter
24	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	879,254	1.57%	-414,121	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	870,396	1.56%	+589,710	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Invesco Dorsey Wright Technology Momentum ETF Fund S000013110 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	160,859	0.29%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.2	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	151,330	0.27%	—	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
25.3	Invesco S&P SmallCap Information Technology ETF Fund S000028301 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	111,986	0.20%	+15,771	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.4	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	96,792	0.17%	-8,147	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.5	Invesco Global Small Cap Equity Fund Fund S000000212 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	27,574	0.05%	—	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
26	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	856,776	1.53%	-26,034	Sep 30, 2026
27	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	781,675	1.40%	+755,107	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	528,684	0.95%	—	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
27.2	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	4,444	0.01%	—	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
28	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	767,672	1.37%	+767,672	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	552,571	0.99%	—	May 31, 2026	MFS Series Trust IV, not summed
28.2	MFS Mid Cap Growth Series Fund S000002678 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	14,131	0.03%	—	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	764,474	1.37%	-77,077	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	28,370	0.05%	+3,039	Jun 30, 2026	Northern Funds, not summed
29.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,159	0.01%	-176	Jun 30, 2026	Northern Funds, not summed
29.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,944	0.00%	+96	Jul 31, 2026	FlexShares Trust, not summed
30	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	755,549	1.35%	+10,380	Jun 30, 2026	carried, not yet filed for the newest quarter
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	753,514	1.35%	-4,479	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	266,892	0.48%	-2,702	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	177,959	0.32%	-3,186	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	135,866	0.24%	+14,784	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	47,979	0.09%	+621	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	33,739	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	714,227	1.28%	-158,808	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	638,922	1.14%	+19,539	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	502,006	0.90%	-136,204	Jun 30, 2026	carried, not yet filed for the newest quarter
35	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	477,227	0.85%	-209,607	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Brown Advisory Small-Cap Growth Fund Fund S000038483 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	62,011	0.11%	-49,372	Jun 30, 2026	Brown Advisory Funds, not summed
35.2	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	31,513	0.06%	-2,301	Jun 30, 2026	Brown Advisory Funds, not summed
36	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	466,513	0.83%	+11,448	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,041	0.00%	+104	Jul 31, 2026	BNY Mellon ETF Trust, not summed
37	JPMorgan Small Cap Equity Fund Fund S000002794 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	432,007	0.77%	-147,148	Jun 30, 2026	JPMorgan Trust I, not summed
38	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	409,271	0.73%	+126,328	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	404,743	0.72%	-2,842	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	400,845	0.72%	+15,636	Jun 30, 2026	carried, not yet filed for the newest quarter
41	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	381,535	0.68%	-219,933	Jun 30, 2026	carried, not yet filed for the newest quarter
42	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	379,264	0.68%	+43,517	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Goldman Sachs Rising Dividend Growth Fund Fund S000036119 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	29,563	0.05%	-603	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
42.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	8,111	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
42.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	6,623	0.01%	+88	May 31, 2026	Goldman Sachs ETF Trust, not summed
42.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	312	0.00%	+40	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
43	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	373,054	0.67%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
44	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	370,174	0.66%	+276,542	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	82,855	0.15%	-5,225	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
44.2	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	106	0.00%	+20	Jun 30, 2026	Columbia ETF Trust I, not summed
45	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	369,286	0.66%	+11,381	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
46	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	359,770	0.64%	-264,739	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Tributary Capital Management, LLC 13F CIK 1441888 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	332,001	0.59%	+6,568	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	TRIBUTARY SMALL COMPANY FUND Fund S000022139 · Registered fund · Jun 30, 2026 TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed	188,352	0.34%	+12,242	Jun 30, 2026	TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed
47.2	TRIBUTARY SMALL/MID CAP FUND Fund S000059580 · Registered fund · Jun 30, 2026 TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed	7,542	0.01%	-2,199	Jun 30, 2026	TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed
48	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	315,298	0.56%	+3,711	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
49	Aperture Investors, LLC 13F CIK 1787596 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	307,841	0.55%	+307,841	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	283,661	0.51%	+6,356	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed

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

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Key facts CIK 833640 CUSIP 739276103 13F (30d) 42 filings 42 filers Visit website Investor relations