ROAD · Construction Partners, Inc. · Shareholders & Ownership

$84.94 +0.56 (+0.66%) At close · Oct 21

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.79B

56.76M

Volume · Oct 21 550.45K Avg daily vol (3M) 665.06K

Every disclosed holder of ROAD 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 ROAD

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)	360	49,475,178	87.17%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	2	8,144,484	14.35%	Yes
Remaining	—	864,107	-1.52%	Negative
Registered funds (N-PORT, not summed)	350	27,390,922	48.26%	No

Shares outstanding: 56,755,555, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 ROAD

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	Ned N. Fleming, III 13G CIK 1833038 · Unknown · Sep 30, 2025 Rule 13d-1(d), exempt investor	7,623,635	13.43%	+1,428,911	Sep 30, 2025	Rule 13d-1(d), exempt investor
1.1	SunTx Capital II Management Corp. Insider CIK 1833038 · Dec 9, 2024 Director, 10% Owner, issuer-wide, not summed	17,000	0.03%	-336,689	Dec 9, 2024	Director, 10% Owner, issuer-wide, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,145,671	12.59%	+27,102	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,036,738	1.83%	+301,756	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.2	Fidelity Trend Fund Fund S000007496 · Registered fund · Jun 30, 2026 Fidelity Trend Fund, not summed	546,900	0.96%	0	Jun 30, 2026	Fidelity Trend Fund, not summed
2.3	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	529,027	0.93%	+57,185	Jul 31, 2026	Fidelity Salem Street Trust, not summed
2.4	Fidelity Growth Strategies Fund Fund S000007118 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	528,072	0.93%	+64,822	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
2.5	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	462,545	0.82%	-12,100	Jul 31, 2026	Fidelity Capital Trust, not summed
3	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jul 31, 2026 Rule 13d-1(b), qualified institution, not summed	7,100,031	12.51%	+3,636,920	Jul 31, 2026	Rule 13d-1(b), qualified institution, not summed
3.1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,878,562	6.83%	+105,254	Jun 30, 2026	carried, not yet filed for the newest quarter
3.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,242,162	2.19%	+78,231	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	446,756	0.79%	+57,438	Jun 30, 2026	iShares Trust, not summed
3.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	89,225	0.16%	+11,957	Jun 30, 2026	Quantitative Master Series LLC, not summed
3.5	iShares U.S. Infrastructure ETF Fund S000061314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	76,384	0.13%	+3,382	Jun 30, 2026	iShares 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	2,005,206	3.53%	+15,533	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,966,436	3.46%	+53,834	Jun 30, 2026	carried, not yet filed for the newest quarter
6	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,525,495	2.69%	-145,626	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,372,533	2.42%	-221	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	Conestoga Capital Advisors, LLC 13F CIK 1163744 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,358,962	2.39%	-295,140	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	CONESTOGA SMALL CAP FUND Fund S000004756 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	578,700	1.02%	-116,450	Jun 30, 2026	Conestoga Funds, not summed
8.2	CONESTOGA SMID CAP FUND Fund S000043859 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	159,595	0.28%	-4,620	Jun 30, 2026	Conestoga Funds, not summed
8.3	CONESTOGA DISCOVERY FUND Fund S000074583 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	1,303	0.00%	-120	Jun 30, 2026	Conestoga Funds, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,280,636	2.26%	+71,274	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GENEVA CAPITAL MANAGEMENT LLC 13F CIK 1009232 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,243,976	2.19%	-317,075	Jun 30, 2026	carried, not yet filed for the newest quarter
11	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,221,338	2.15%	+190,960	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	30,913	0.05%	+61	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
11.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	26,016	0.05%	-6,736	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
11.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	9,280	0.02%	+798	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
11.4	First Trust Multi-Manager Small Cap Opportunities ETF Fund S000073489 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	1,259	0.00%	-398	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,174,019	2.07%	+80,131	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	16,898	0.03%	+300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,191	0.00%	+66	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
12.3	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	260	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,154,207	2.03%	-230,766	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	664,466	1.17%	-61,856	May 29, 2026	Delaware Group Equity Funds V, not summed
13.2	Nomura Mid Cap Growth Fund Fund S000006293 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	221,529	0.39%	+19,415	Jun 30, 2026	IVY FUNDS, not summed
13.3	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	101,235	0.18%	-40,117	Jun 30, 2026	IVY FUNDS, not summed
13.4	Optimum Small-Mid Cap Growth Fund Fund S000002424 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	35,810	0.06%	+1,526	Jun 30, 2026	Optimum Fund Trust, not summed
13.5	Nomura VIP Mid Cap Growth Series Fund S000006228 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	27,339	0.05%	+5,228	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
14	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,112,678	1.96%	+153,524	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,062,342	1.87%	+264,106	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	66,744	0.12%	+25,247	Jul 31, 2026	Goldman Sachs Trust, not summed
15.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	45,715	0.08%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
15.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	27,281	0.05%	+7,472	Jul 31, 2026	Goldman Sachs Trust, not summed
15.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	12,753	0.02%	+1,441	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
15.5	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,789	0.01%	+105	May 31, 2026	Goldman Sachs ETF Trust, not summed
16	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	1,059,115	1.87%	+50,641	Sep 30, 2026
16.1	Wasatch Small Cap Growth Fund Fund S000000887 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	335,462	0.59%	+19,942	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
16.2	Wasatch Ultra Growth Fund Fund S000000879 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	58,404	0.10%	—	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
16.3	Wasatch Global Opportunities Fund Fund S000022592 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	14,412	0.03%	+3,264	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
16.4	Wasatch Long/Short Alpha Fund Fund S000073482 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	5,115	0.01%	—	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	990,699	1.75%	-4,710	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	988,838	1.74%	+132,142	Jun 30, 2026	carried, not yet filed for the newest quarter
19	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	963,105	1.70%	+106,409	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
20	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	912,417	1.61%	+69,750	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	876,775	1.54%	-90,575	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Allspring Growth Fund Fund S000007267 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	246,305	0.43%	-8,221	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
21.2	Allspring SMID Cap Growth Fund Fund S000007345 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	125,913	0.22%	-34,017	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
21.3	Allspring Mid Cap Growth Fund Fund S000007346 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	87,015	0.15%	0	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
21.4	Allspring Emerging Growth Fund Fund S000015703 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	67,285	0.12%	-696	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
21.5	Allspring VT Small Cap Growth Fund Fund S000007228 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	63,655	0.11%	0	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
22	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	717,522	1.26%	+130,045	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	149,610	0.26%	+13,933	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
22.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	149,520	0.26%	+65,757	Jul 31, 2026	Dimensional ETF Trust, not summed
22.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	77,292	0.14%	+13,553	Jul 31, 2026	Dimensional ETF Trust, not summed
22.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	51,821	0.09%	-1,332	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
22.5	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	48,950	0.09%	+4,621	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	681,616	1.20%	-340,474	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	754,046	1.33%	+31,625	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
23.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	16,951	0.03%	-2,187	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
23.3	Invesco Dorsey Wright SmallCap Momentum ETF Fund S000037586 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	14,007	0.02%	-15,976	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
23.4	Invesco S&P Smallcap 600 Pure Growth ETF Fund S000060799 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	9,761	0.02%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	671,232	1.18%	+72,078	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	658,818	1.16%	+79,061	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,811	0.00%	+109	Jul 31, 2026	BNY Mellon ETF Trust, not summed
26	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	641,417	1.13%	-153,047	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	67,324	0.12%	-24,520	Jun 30, 2026	Driehaus Mutual Funds, not summed
26.2	Driehaus Micro Cap Growth Fund Fund S000042829 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	33,151	0.06%	-347	Jun 30, 2026	Driehaus Mutual Funds, not summed
26.3	Driehaus Small/Mid Cap Growth Fund Fund S000068519 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	3,721	0.01%	+170	Jun 30, 2026	Driehaus Mutual Funds, not summed
27	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	613,346	1.08%	-91,737	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	20,673	0.04%	-1,898	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
27.2	Columbia Variable Portfolio - Small Company Growth Fund Fund S000010658 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	13,006	0.02%	-125	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
27.3	Columbia Global Opportunities Fund Fund S000031367 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	1,518	0.00%	+119	Jul 31, 2026	Columbia Funds Series Trust II, not summed
27.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	78	0.00%	—	Jun 30, 2026	Columbia ETF Trust I, not summed
28	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	590,167	1.04%	+206,856	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	LORD ABBETT DEVELOPING GROWTH FUND INC Fund S000006834 · Registered fund · Jul 31, 2026 LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed	287,610	0.51%	+12,978	Jul 31, 2026	LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed
28.2	LORD ABBETT BOND DEBENTURE FUND INC Fund S000006820 · Registered fund · Jun 30, 2026 LORD ABBETT BOND DEBENTURE FUND INC, not summed	199,839	0.35%	—	Jun 30, 2026	LORD ABBETT BOND DEBENTURE FUND INC, not summed
28.3	Bond-Debenture Portfolio Fund S000007299 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	10,161	0.02%	—	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
28.4	Developing Growth Portfolio Fund S000028719 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	8,339	0.01%	-113	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
29	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	583,671	1.03%	-201,659	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	330,687	0.58%	-133,471	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
29.2	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	7,298	0.01%	+1,613	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
29.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	7,124	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
30	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	569,964	1.00%	+13,518	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	557,389	0.98%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	550,703	0.97%	+14,920	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	513,559	0.90%	-33,834	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	329,122	0.58%	+4,226	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
33.2	Global Small Cap Fund Fund S000053103 · Registered fund · May 31, 2026 American Century World Mutual Funds, Inc., not summed	2,617	0.00%	-2,351	May 31, 2026	American Century World Mutual Funds, Inc., not summed
34	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	505,741	0.89%	-36,101	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	273,616	0.48%	-29,463	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
35	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	465,358	0.82%	+6,691	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	230,222	0.41%	-1,012	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	117,360	0.21%	+12,667	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	32,742	0.06%	-7,403	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	29,668	0.05%	+1,961	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	27,706	0.05%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	448,480	0.79%	+73,162	Jun 30, 2026	carried, not yet filed for the newest quarter
37	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	446,649	0.79%	+30,608	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	24,467	0.04%	+2,290	Jun 30, 2026	Northern Funds, not summed
37.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,819	0.01%	-137	Jun 30, 2026	Northern Funds, not summed
37.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,296	0.00%	+64	Jul 31, 2026	FlexShares Trust, not summed
38	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	433,804	0.76%	+8,235	Jun 30, 2026	carried, not yet filed for the newest quarter
39	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	426,490	0.75%	-152,715	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	267,194	0.47%	-103,161	Jun 30, 2026	Putnam Funds Trust, not summed
39.2	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	4,090	0.01%	-1,000	Jun 30, 2026	Putnam Variable Trust, not summed
40	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	421,253	0.74%	+46,649	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	65	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
41	Van Berkom & Associates Inc. 13F CIK 1524408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	416,726	0.73%	+404,162	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F CIK 1021642 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	405,995	0.72%	+3,605	Jun 30, 2026	carried, not yet filed for the newest quarter
43	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	404,966	0.71%	+30,490	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	351,846	0.62%	+23,127	May 31, 2026	GLOBAL X FUNDS, not summed
43.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	23,171	0.04%	+2,531	Jul 31, 2026	GLOBAL X FUNDS, not summed
44	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	380,500	0.67%	+65,100	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
45	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	352,270	0.62%	+346,569	Jun 30, 2026	carried, not yet filed for the newest quarter
46	ClearBridge Small Cap Growth Fund Fund S000016663 · Registered fund · Jul 31, 2026 Legg Mason Partners Investment Trust, not summed	348,311	0.61%	0	Jul 31, 2026	Legg Mason Partners Investment Trust, not summed
47	Nationwide Geneva Small Cap Growth Fund Fund S000041104 · Registered fund · Jul 31, 2026 Nationwide Mutual Funds, not summed	340,354	0.60%	-76,618	Jul 31, 2026	Nationwide Mutual Funds, not summed
48	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	340,235	0.60%	+10,004	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Engle Capital Management, L.P. 13F CIK 1684868 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	298,118	0.53%	+93,118	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Virtus KAR Small-Cap Value Fund Fund S000021181 · Registered fund · Jun 30, 2026 Virtus Equity Trust, not summed	291,830	0.51%	-16,000	Jun 30, 2026	Virtus Equity Trust, not summed

71 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 1718227 CUSIP 21044C107 13F (30d) 44 filings 43 filers Visit website Investor relations