QTWO · Q2 Holdings, Inc. · Shareholders & Ownership

$62.22 +0.29 (+0.47%) At close · Oct 19

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.88B

62.35M

Volume · Oct 19 480.53K Avg daily vol (3M) 726.56K

Every disclosed holder of QTWO 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 QTWO

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)	338	65,720,619	105.40%	Yes
Insiders (Forms 3, 4, 5)	15	2,006,778	3.22%	Yes
13D/G-only blocks	1	2,116,062	3.39%	Yes
Remaining	—	7,488,764	-12.01%	Negative
Registered funds (N-PORT, not summed)	379	36,576,201	58.66%	No

Shares outstanding: 62,354,695, 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 QTWO

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	10,431,842	16.73%	+395,680	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	3,771,799	6.05%	+28,548	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,631,872	2.62%	+108,120	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	586,881	0.94%	+80,176	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	354,273	0.57%	+15,447	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	320,361	0.51%	+42,372	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	4,969,943	7.97%	+111,104	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,718,267	4.36%	+18,005	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	2,630,263	4.22%	+134,427	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	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	576,070	0.92%	+11,595	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	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	220,960	0.35%	+13,585	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	124,068	0.20%	+3,821	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	66,622	0.11%	+8,188	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	40,206	0.06%	-30,858	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	WASATCH ADVISORS LP 13G CIK 814133 · Registered investment adviser · Dec 31, 2024 Rule 13d-1(b), qualified institution	2,116,062	3.39%	—	Dec 31, 2024	Rule 13d-1(b), qualified institution
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,888,225	3.03%	-9,927	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	TREMBLANT CAPITAL GROUP 13F CIK 1353312 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,842,165	2.95%	+139,189	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Tremblant Global ETF Fund S000084649 · Registered fund · Jun 30, 2026 Managed Portfolio Series, not summed	91,013	0.15%	+1,264	Jun 30, 2026	Managed Portfolio Series, not summed
8	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,807,416	2.90%	+1,000,867	Jun 30, 2026	carried, not yet filed for the newest quarter
9	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,633,414	2.62%	+402,574	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	620,945	1.00%	-26,478	May 29, 2026	Delaware Group Equity Funds V, not summed
9.2	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	268,416	0.43%	+110,554	Jun 30, 2026	IVY FUNDS, not summed
9.3	Nomura Smid Cap Core Fund Fund S000024831 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	60,909	0.10%	+20,185	Jun 30, 2026	IVY FUNDS, not summed
9.4	Nomura VIP Small Cap Growth Series Fund S000006233 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	52,428	0.08%	+22,751	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
9.5	Optimum Small-Mid Cap Growth Fund Fund S000002424 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	42,107	0.07%	-1,615	Jun 30, 2026	Optimum Fund 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	1,585,911	2.54%	+97,707	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,566,407	2.51%	+5,510	May 31, 2026	VANGUARD WORLD FUND, not summed
12	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,480,035	2.37%	-140,373	Jun 30, 2026	carried, not yet filed for the newest quarter
13	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	1,441,575	2.31%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
14	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,433,131	2.30%	+1,255,848	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	251,258	0.40%	—	Jun 30, 2026	Victory Portfolios, not summed
14.2	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	62,861	0.10%	—	Jun 30, 2026	Victory Portfolios, not summed
14.3	VictoryShares Small Cap Free Cash Flow ETF Fund S000080690 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	54,346	0.09%	—	Jun 30, 2026	Victory Portfolios II, not summed
14.4	Victory RS Small Cap Growth Fund Fund S000053581 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	45,250	0.07%	-14,290	Jun 30, 2026	Victory Portfolios, not summed
14.5	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	40,332	0.06%	+32,487	Jul 31, 2026	Victory Portfolios III, not summed
15	Conestoga Capital Advisors, LLC 13F CIK 1163744 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,393,275	2.23%	-389,440	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	CONESTOGA SMALL CAP FUND Fund S000004756 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	555,870	0.89%	-231,991	Jun 30, 2026	Conestoga Funds, not summed
15.2	CONESTOGA SMID CAP FUND Fund S000043859 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	170,000	0.27%	-28,250	Jun 30, 2026	Conestoga Funds, not summed
15.3	CONESTOGA DISCOVERY FUND Fund S000074583 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	2,735	0.00%	-225	Jun 30, 2026	Conestoga Funds, not summed
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,365,916	2.19%	-2,457	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	VANGUARD MID-CAP GROWTH FUND Fund S000004408 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	1,364,825	2.19%	+135,557	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,288,201	2.07%	+594,507	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	44,020	0.07%	+18,534	Jul 31, 2026	Goldman Sachs Trust, not summed
18.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	24,850	0.04%	+1,452	Jul 31, 2026	Goldman Sachs Trust, not summed
18.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,796	0.02%	+169	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	8,742	0.01%	+6,413	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
18.5	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	4,981	0.01%	+382	May 31, 2026	Goldman Sachs ETF Trust, not summed
19	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,202,730	1.93%	+164,418	Jun 30, 2026	carried, not yet filed for the newest quarter
20	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,129,697	1.81%	+22,596	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	829,570	1.33%	+10,651	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
20.2	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	14,670	0.02%	0	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
20.3	Disciplined Growth Fund Fund S000005976 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	2,043	0.00%	—	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
21	ALGEBRIS (UK) LTD 13F CIK 1700286 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,070,545	1.72%	+374,952	Jun 30, 2026	carried, not yet filed for the newest quarter
22	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,047,134	1.68%	+106,223	Jun 30, 2026	carried, not yet filed for the newest quarter
23	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,011,060	1.62%	+1,287	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	235,647	0.38%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	175,786	0.28%	-19,643	Jul 31, 2026	Dimensional ETF Trust, not summed
23.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	159,972	0.26%	-5,584	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	71,536	0.11%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
23.5	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	59,377	0.10%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	997,526	1.60%	+298,833	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Small Cap Core Fund Fund S000043450 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	639,480	1.03%	+114,444	Jul 31, 2026	John Hancock Investment Trust, not summed
24.2	John Hancock Multifactor Small Cap ETF Fund S000059464 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	9,692	0.02%	-947	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
25	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	875,851	1.40%	+359,605	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Tensile Capital Management LP 13F CIK 1598843 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	868,767	1.39%	-21,000	Jun 30, 2026	carried, not yet filed for the newest quarter
27	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	830,714	1.33%	+528,580	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	283,004	0.45%	+178,820	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
28	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	824,009	1.32%	+603,409	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Brown Advisory Small-Cap Growth Fund Fund S000038483 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	113,317	0.18%	+77,892	Jun 30, 2026	Brown Advisory Funds, not summed
28.2	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	31,379	0.05%	—	Jun 30, 2026	Brown Advisory Funds, not summed
29	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	810,573	1.30%	+156,479	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	248,275	0.40%	-11,058	Jun 30, 2026	College Retirement Equities Fund, not summed
29.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	168,460	0.27%	+61,460	Jul 31, 2026	TIAA-CREF Funds, not summed
29.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	84,090	0.13%	+9,310	Jul 31, 2026	TIAA-CREF Funds, not summed
29.4	Nuveen Small Cap Select Fund Fund S000005569 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	81,840	0.13%	+27,631	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
29.5	Nuveen Small Cap Growth Opportunities Fund Fund S000005567 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	64,569	0.10%	+15,202	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
30	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	801,053	1.28%	-93,696	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	788,472	1.26%	+24,428	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	718,116	1.15%	+21,626	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	693,494	1.11%	+41,768	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Flake Matthew P Insider CIK 1597592 · Mar 11, 2026 Director, Chief Executive Officer, issuer-wide	675,918	1.08%	+192,716	Mar 11, 2026	Director, Chief Executive Officer, issuer-wide
35	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	588,828	0.94%	+5,175	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	571,923	0.92%	+273	Jun 30, 2026	carried, not yet filed for the newest quarter
37	CYPRESS POINT INVESTMENT MANAGEMENT LP 13F CIK 2058475 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	548,929	0.88%	+58,138	Jun 30, 2026	carried, not yet filed for the newest quarter
38	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	544,376	0.87%	+15,303	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	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	359,399	0.58%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
38.2	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	9,764	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
38.3	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	9,588	0.02%	+2,083	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
39	Touchstone Strategic Trust-Touchstone Small Company Fund Fund S000059011 · Registered fund · Jun 30, 2026 Touchstone Strategic Trust, not summed	517,037	0.83%	+148,113	Jun 30, 2026	Touchstone Strategic Trust, not summed
40	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	485,746	0.78%	-162,943	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	100	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
41	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	456,649	0.73%	+104,955	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Rockefeller US Small Cap Core Fund Fund S000080973 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	28,966	0.05%	+3,019	Aug 31, 2026	Trust for Professional Managers, not summed
42	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	449,747	0.72%	-44,172	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	447,933	0.72%	+15,198	Jun 30, 2026	carried, not yet filed for the newest quarter
44	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13F CIK 1009016 · Unknown · Sep 30, 2026	446,380	0.72%	-241,837	Sep 30, 2026
45	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	428,420	0.69%	+79,098	Jun 30, 2026	carried, not yet filed for the newest quarter
46	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	410,409	0.66%	+15,780	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Oberweis Small-Cap Opportunities Fund Fund S000010232 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	322,800	0.52%	0	Jun 30, 2026	OBERWEIS FUNDS, not summed
46.2	Oberweis Global Opportunities Fund Fund S000010230 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	23,900	0.04%	+12,600	Jun 30, 2026	OBERWEIS FUNDS, not summed
47	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	408,295	0.65%	-22,267	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,318	0.00%	+84	Jul 31, 2026	BNY Mellon ETF Trust, not summed
48	MetLife Investment Management, LLC 13F CIK 1529735 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	397,499	0.64%	+362,834	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	MetLife Small Company Equity Fund Fund S000063587 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	2,227	0.00%	—	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
49	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	385,170	0.62%	+261,257	Jun 30, 2026	carried, not yet filed for the newest quarter
50	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	380,700	0.61%	-6,868	Jun 30, 2026	carried, not yet filed for the newest quarter

47 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 1410384 CUSIP 74736L109 13F (30d) 38 filings 38 filers Visit website Investor relations