POWL · Powell Industries Inc · Shareholders & Ownership

$164.94 -0.82 (-0.49%) At close · Oct 20

S&P 600 member Russell 1000 member Rebalance outlook locked

Market Cap

$6.04B

36.43M

Volume · Oct 20 837.89K Avg daily vol (3M) 628.41K

Every disclosed holder of POWL 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 POWL

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)	577	27,386,449	75.17%	Yes
Insiders (Forms 3, 4, 5)	21	3,143,297	8.63%	Yes
13D/G-only blocks	2	1,665,347	4.57%	Yes
Remaining	—	4,237,471	11.63%	Rest
Registered funds (N-PORT, not summed)	393	13,675,716	37.54%	No

Shares outstanding: 36,432,564, 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 POWL

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	3,608,659	9.91%	-609,560	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,517,738	9.66%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,711,301	4.70%	+4,997	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	255,364	0.70%	+10,231	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	170,659	0.47%	—	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	118,635	0.33%	—	Jun 30, 2026	iShares Trust, not summed
2	POWELL THOMAS W Insider CIK 1219199 · Jun 25, 2026 10% Owner, issuer-wide	2,188,064	6.01%	—	Jun 25, 2026	10% Owner, issuer-wide
2.1	Thomas W. Powell 13D CIK 1219199 · Unknown · Oct 8, 2024 not summed	7,003,779	19.22%	-359,052	Oct 8, 2024	not summed
3	First Trust Portfolios L.P. 13G CIK 1184765 · Unknown · Jun 30, 2026 Rule 13d-1(b), qualified institution	1,658,087	4.55%	-488,728	Jun 30, 2026	Rule 13d-1(b), qualified institution
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,557,700	4.28%	+406,903	Jun 30, 2026	carried, not yet filed for the newest quarter
5	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,426,981	3.92%	-122,672	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	26,386	0.07%	-19,309	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
5.2	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	23,216	0.06%	—	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
5.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	14,388	0.04%	-5,790	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
5.4	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	12,821	0.04%	-6,187	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
5.5	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	3,849	0.01%	-1,378	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,282,082	3.52%	+8,255	Jun 30, 2026	carried, not yet filed for the newest quarter
7	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	996,272	2.73%	+144,485	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	974,940	2.68%	+4,155	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	269,907	0.74%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	149,700	0.41%	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	114,220	0.31%	+7,702	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	74,924	0.21%	+11,294	Jul 31, 2026	Dimensional ETF Trust, not summed
8.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	69,948	0.19%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	955,989	2.62%	-131,322	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	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	260,753	0.72%	+2,444	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.2	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	161,374	0.44%	+11,491	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	10,225	0.03%	+280	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9.4	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	6,728	0.02%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.5	State Street(R) Galaxy Hedged Digital Asset Ecosystem ETF Fund S000087750 · Registered fund · Jul 31, 2026 SSGA Active Trust, not summed	2,775	0.01%	-342	Jul 31, 2026	SSGA Active Trust, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	926,243	2.54%	+707	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	769,537	2.11%	+44,113	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	311,958	0.86%	+13,083	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
11.2	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	255,747	0.70%	+51,992	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.3	Invesco Dorsey Wright Industrials Momentum ETF Fund S000013105 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	46,080	0.13%	+11,829	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.4	Invesco WilderHill Clean Energy ETF Fund S000003053 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	22,867	0.06%	-6,996	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.5	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	17,867	0.05%	+599	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
12	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	768,106	2.11%	-47,882	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	44	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
13	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	731,619	2.01%	-39,126	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	668,799	1.84%	-59,772	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	668,628	1.84%	+332,316	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	562,655	1.54%	+99,452	Jun 30, 2026	carried, not yet filed for the newest quarter
17	COPE BRETT ALAN Insider CIK 1663174 · Oct 1, 2026 Director, President & CEO, issuer-wide	515,034	1.41%	+2,301	Oct 1, 2026	Director, President & CEO, issuer-wide
18	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	441,456	1.21%	+69,636	Jun 30, 2026	carried, not yet filed for the newest quarter
19	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	410,122	1.13%	-191,483	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	384,993	1.06%	+196,968	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	375,292	1.03%	-94,964	Jun 30, 2026	carried, not yet filed for the newest quarter
22	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	367,666	1.01%	-70,760	Jun 30, 2026	carried, not yet filed for the newest quarter
23	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	346,701	0.95%	+120,708	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	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	64,860	0.18%	+5,160	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
23.2	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	56,300	0.15%	—	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
23.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	3,990	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
23.4	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	3,065	0.01%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
23.5	T. Rowe Price Mid-Cap Index Fund Fund S000051326 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	2,561	0.01%	—	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
24	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	334,761	0.92%	-259,164	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
25	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	327,667	0.90%	-347,231	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Janus Henderson Small/Mid Cap Growth Alpha ETF Fund S000052564 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	50,349	0.14%	-10,314	Jul 31, 2026	Janus Detroit Street Trust, not summed
25.2	Janus Henderson Mid Cap Growth Alpha ETF Fund S000087757 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	670	0.00%	—	Jul 31, 2026	Janus Detroit Street Trust, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	325,819	0.89%	+8,542	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	308,450	0.85%	-70,915	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Goldman Sachs Large Cap Growth Insights Fund Fund S000009328 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	36,562	0.10%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
27.2	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	8,587	0.02%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
27.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	4,965	0.01%	+1,839	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,141	0.00%	+589	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
27.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	960	0.00%	—	May 31, 2026	Goldman Sachs ETF Trust II, not summed
28	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	297,517	0.82%	-2,234	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	295,225	0.81%	+7,684	Jun 30, 2026	carried, not yet filed for the newest quarter
30	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	292,087	0.80%	+11,167	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	268,116	0.74%	+17,844	May 31, 2026	GLOBAL X FUNDS, not summed
31	Tema ETFs LLC 13F CIK 2056807 · Registered investment adviser · Sep 30, 2026	288,007	0.79%	+19,315	Sep 30, 2026
31.1	Tema Electrification ETF Fund S000088946 · Registered fund · May 31, 2026 Tema ETF Trust, not summed	204,843	0.56%	+43,227	May 31, 2026	Tema ETF Trust, not summed
31.2	Tema U.S. Manufacturing & Reshoring ETF Fund S000078298 · Registered fund · May 31, 2026 Tema ETF Trust, not summed	75,229	0.21%	-25,550	May 31, 2026	Tema ETF Trust, not summed
32	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	287,541	0.79%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
33	Tidal Investments LLC 13F CIK 1600064 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	282,483	0.78%	+19,554	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	VistaShares Electrification Supercycle ETF Fund S000087830 · Registered fund · May 31, 2026 Tidal Trust III, not summed	14,833	0.04%	+7,858	May 31, 2026	Tidal Trust III, not summed
33.2	Intech S&P Small-Mid Cap Diversified Alpha ETF Fund S000090661 · Registered fund · Jul 31, 2026 Tidal Trust III, not summed	2,547	0.01%	+681	Jul 31, 2026	Tidal Trust III, not summed
34	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	263,908	0.72%	+137,338	Jun 30, 2026	carried, not yet filed for the newest quarter
35	TCW GROUP INC 13F CIK 850401 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	252,633	0.69%	+56,541	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	TCW Transform Systems ETF Fund S000072458 · Registered fund · Jul 31, 2026 TCW ETF Trust, not summed	280,824	0.77%	+48,655	Jul 31, 2026	TCW ETF Trust, not summed
36	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	247,010	0.68%	-17,671	Jun 30, 2026	carried, not yet filed for the newest quarter
37	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	223,352	0.61%	-57,904	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	136,568	0.37%	-364	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	17,343	0.05%	+738	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	17,149	0.05%	+760	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.4	Schwab U.S. Mid-Cap Index Fund Fund S000059733 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	5,845	0.02%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.5	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	5,088	0.01%	-4,453	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	210,886	0.58%	-8,891	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,449	0.01%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
39	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	208,165	0.57%	-129,083	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	972	0.00%	+48	Jul 31, 2026	FlexShares Trust, not summed
40	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	199,659	0.55%	-27,831	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Carillon Eagle Small Cap Growth Fund Fund S000008482 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	17,647	0.05%	-5,258	Jun 30, 2026	Carillon Series Trust, not summed
40.2	Carillon Chartwell Small Cap Fund Fund S000058964 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	13,257	0.04%	-3,483	Jun 30, 2026	Carillon Series Trust, not summed
40.3	Carillon Chartwell Small Cap Growth Fund Fund S000075963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	10,285	0.03%	-599	Jun 30, 2026	Carillon Series Trust, not summed
41	Baird Financial Group, Inc. 13F CIK 1648711 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	199,087	0.55%	+6,337	Jun 30, 2026	carried, not yet filed for the newest quarter
42	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	198,724	0.55%	+3,571	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	LargeCap Growth Fund I Fund S000007077 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	70,750	0.19%	—	Jul 31, 2026	Principal Funds, Inc, not summed
42.2	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	61,282	0.17%	+5,152	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
42.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	20,937	0.06%	-1,397	Jul 31, 2026	Principal Funds, Inc, not summed
42.4	LargeCap Growth Account I Fund S000007682 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	2,640	0.01%	—	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
43	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	198,405	0.54%	+177,858	Jun 30, 2026	carried, not yet filed for the newest quarter
44	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	189,745	0.52%	-82,646	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	184,482	0.51%	-14,136	Jun 30, 2026	carried, not yet filed for the newest quarter
46	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	181,385	0.50%	+161,675	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	179,694	0.49%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
48	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	179,521	0.49%	+77,050	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Oberweis Micro-Cap Fund Fund S000010231 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	173,300	0.48%	+74,900	Jun 30, 2026	OBERWEIS FUNDS, not summed
49	Encompass Capital Advisors LLC 13F CIK 1541901 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	158,899	0.44%	+38,899	Jun 30, 2026	carried, not yet filed for the newest quarter
50	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	153,728	0.42%	+63,497	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 80420 CUSIP 739128106 13F (30d) 65 filings 63 filers Visit website Investor relations