SAIA · Saia Inc · Shareholders & Ownership

$356.58 +1.71 (+0.48%) Q3 2026 earnings call transcript

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$9.51B

26.68M

Volume · Nov 3 123.04K Avg daily vol (3M) 393.87K

Every disclosed holder of SAIA 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 SAIA

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)	517	28,100,758	105.32%	Yes
Insiders (Forms 3, 4, 5)	15	81,537	0.31%	Yes
13D/G-only blocks	1	1,088,582	4.08%	Yes
Remaining	—	2,590,510	-9.71%	Negative
Registered funds (N-PORT, not summed)	527	14,095,872	52.83%	No

Shares outstanding: 26,680,367, 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 SAIA

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	2,545,731	9.54%	+156,628	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	912,801	3.42%	+30,689	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	133,901	0.50%	-1,475	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	109,551	0.41%	+7,662	Jun 30, 2026	iShares Trust, not summed
1.4	iShares U.S. Transportation ETF Fund S000004331 · Registered fund · Jul 31, 2026 iShares Trust, not summed	76,077	0.29%	-1,258	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	59,695	0.22%	-1,718	Jun 30, 2026	iShares Trust, not summed
2	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,226,821	8.35%	-272,509	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	AB LARGE CAP GROWTH FUND INC Fund S000010251 · Registered fund · Jun 30, 2026 AB LARGE CAP GROWTH FUND INC, not summed	463,979	1.74%	0	Jun 30, 2026	AB LARGE CAP GROWTH FUND INC, not summed
2.2	AB Small Cap Growth Portfolio Fund S000010309 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	87,792	0.33%	+7,867	Jun 30, 2026	AB CAP FUND, INC., not summed
2.3	AB DISCOVERY GROWTH FUND, INC. Fund S000010117 · Registered fund · Jun 30, 2026 AB DISCOVERY GROWTH FUND, INC., not summed	84,791	0.32%	+3,820	Jun 30, 2026	AB DISCOVERY GROWTH FUND, INC., not summed
2.4	AB Growth Fund Fund S000010509 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	45,820	0.17%	0	Jun 30, 2026	AB PORTFOLIOS, not summed
2.5	AB Large Cap Growth Portfolio Fund S000010432 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	21,330	0.08%	0	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
3	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,137,033	8.01%	-183,647	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	416,788	1.56%	-42,622	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
3.2	T. Rowe Price All-Cap Opportunities Fund Fund S000002104 · Registered fund · Jun 30, 2026 T. Rowe Price All-Cap Opportunities Fund, Inc., not summed	389,560	1.46%	0	Jun 30, 2026	T. Rowe Price All-Cap Opportunities Fund, Inc., not summed
3.3	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	110,234	0.41%	-538	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
3.4	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	84,510	0.32%	-22,702	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
3.5	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	71,425	0.27%	-37,000	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,203,860	4.51%	+8,171	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	1,106,068	4.15%	+8,848	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VIKING GLOBAL INVESTORS LP 13G CIK 1103804 · Registered investment adviser · Dec 31, 2025 Rule 13d-1(c), passive investor	1,088,582	4.08%	-248,774	Dec 31, 2025	Rule 13d-1(c), passive investor
7	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,023,332	3.84%	+219,048	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	First Trust Nasdaq Transportation ETF Fund S000053948 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	18,564	0.07%	+1,575	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
7.2	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	3,944	0.01%	-4,540	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
7.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	2,446	0.01%	-137	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
8	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	964,038	3.61%	+207,903	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	854,398	3.20%	+28,397	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	135,010	0.51%	+4,880	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	40,863	0.15%	-183	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	State Street(R) SPDR(R) S&P(R) Transportation ETF Fund S000012324 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	19,457	0.07%	-240	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	9,375	0.04%	-40	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9.5	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	5,526	0.02%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	846,262	3.17%	-1,181	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	813,962	3.05%	-172,859	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	802,608	3.01%	+112,886	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	304,511	1.14%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
12.2	Invesco Value Opportunities Fund Fund S000027840 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	232,998	0.87%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
12.3	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	67,350	0.25%	+22,683	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
12.4	Invesco V.I. American Value Fund Fund S000027881 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	11,648	0.04%	-568	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
12.5	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	3,781	0.01%	-698	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	767,744	2.88%	-77,564	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	669,140	2.51%	-138,591	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	36	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	611,263	2.29%	-3,696	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	518,243	1.94%	+4,853	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	501,422	1.88%	-53,930	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	490,907	1.84%	+328,266	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	475,860	1.78%	+88,359	Jun 30, 2026	carried, not yet filed for the newest quarter
20	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	441,628	1.66%	+1,792	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	103,240	0.39%	-801	Jul 31, 2026	Old Westbury Funds Inc, not summed
20.2	Old Westbury All Cap Core Fund Fund S000001859 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	40,082	0.15%	0	Jul 31, 2026	Old Westbury Funds Inc, not summed
20.3	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	7,395	0.03%	+772	Jul 31, 2026	Old Westbury Funds Inc, not summed
21	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	412,606	1.55%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
22	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	393,972	1.48%	-61,014	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	59,922	0.22%	+2,385	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	56,403	0.21%	+5,908	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	45,114	0.17%	+4,549	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	26,299	0.10%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
22.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	23,194	0.09%	+3,150	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23	Eaton Vance Atlanta Capital SMID-Cap Fund Fund S000005198 · Registered fund · Jun 30, 2026 Eaton Vance Growth Trust, not summed	373,843	1.40%	-119,159	Jun 30, 2026	Eaton Vance Growth Trust, not summed
24	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	357,231	1.34%	+178,842	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	7,423	0.03%	-269	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
24.2	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	4,533	0.02%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
24.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	2,233	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
24.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	900	0.00%	-9	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
24.5	Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Fund S000009352 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	502	0.00%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
25	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	352,481	1.32%	+8,639	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	350,138	1.31%	-97,516	Jun 30, 2026	carried, not yet filed for the newest quarter
27	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	342,076	1.28%	-148,320	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	334,749	1.25%	+12,352	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Janus Henderson Mid Cap Value Fund Fund S000010471 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	40,885	0.15%	0	Jun 30, 2026	Janus Investment Fund, not summed
28.2	Janus Henderson Small-Mid Cap Value Fund Fund S000035097 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	3,565	0.01%	-191	Jun 30, 2026	Janus Investment Fund, not summed
28.3	Janus Henderson VIT Mid Cap Value Portfolio Fund S000010397 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	2,360	0.01%	0	Jun 30, 2026	Janus Aspen Series, not summed
29	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	326,955	1.23%	+274,997	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	305,898	1.15%	+8,386	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	294,845	1.11%	+6,003	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	73,772	0.28%	+1,728	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	64,353	0.24%	+8,811	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	61,709	0.23%	+590	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	28,399	0.11%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	16,129	0.06%	+470	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	291,674	1.09%	-91,743	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · Aug 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	168,361	0.63%	-9,167	Aug 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
32.2	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · Aug 31, 2026 Neuberger Berman ETF Trust, not summed	3,054	0.01%	-3,420	Aug 31, 2026	Neuberger Berman ETF Trust, not summed
33	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	264,432	0.99%	+156,174	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	25,792	0.10%	—	Jun 30, 2026	AQR Funds, not summed
33.2	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	17,164	0.06%	-821	Jun 30, 2026	AQR Funds, not summed
33.3	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	9,939	0.04%	-2,558	Jun 30, 2026	AQR Funds, not summed
33.4	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	6,337	0.02%	—	Jun 30, 2026	AQR Funds, not summed
33.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,245	0.00%	-141	Jun 30, 2026	AQR Funds, not summed
34	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	262,626	0.98%	+34,849	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · Aug 31, 2026 Delaware Group Equity Funds V, not summed	50,753	0.19%	0	Aug 31, 2026	Delaware Group Equity Funds V, not summed
34.2	Nomura Asset Strategy Fund Fund S000006283 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	47,967	0.18%	-3,678	Jun 30, 2026	IVY FUNDS, not summed
34.3	Nomura Global Growth Fund Fund S000024824 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	37,470	0.14%	-3,282	Jun 30, 2026	IVY FUNDS, not summed
34.4	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	27,350	0.10%	+1,000	Jun 30, 2026	Delaware VIP Trust, not summed
34.5	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	26,283	0.10%	—	Jun 30, 2026	IVY FUNDS, not summed
35	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	262,043	0.98%	+4,080	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	38,399	0.14%	+3,753	Jun 30, 2026	Driehaus Mutual Funds, not summed
35.2	Driehaus Small/Mid Cap Growth Fund Fund S000068519 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	2,665	0.01%	+121	Jun 30, 2026	Driehaus Mutual Funds, not summed
36	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	259,020	0.97%	+88,875	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	40,000	0.15%	+15,000	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
37	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	241,550	0.91%	+5,697	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	17,336	0.07%	+571	Jun 30, 2026	Northern Funds, not summed
37.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,134	0.00%	+56	Jul 31, 2026	FlexShares Trust, not summed
38	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	226,048	0.85%	+47,609	Jun 30, 2026	carried, not yet filed for the newest quarter
39	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	220,432	0.83%	-162,068	Jun 30, 2026	carried, not yet filed for the newest quarter
40	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	205,206	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
40.1	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	16,763	0.06%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
40.2	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	5,150	0.02%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
40.3	Nuveen S&P 500 Buy-Write Income Fund Fund · Registered fund · Dec 31, 2025 Nuveen S&P 500 Buy-Write Income Fund, not summed	4,763	0.02%	—	Dec 31, 2025	Nuveen S&P 500 Buy-Write Income Fund, not summed
41	Growth Fund of America Fund S000009228 · Registered fund · Aug 31, 2026 Growth Fund of America, not summed	193,850	0.73%	+37,442	Aug 31, 2026	Growth Fund of America, not summed
42	Janus Henderson Triton Fund Fund S000010485 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	187,133	0.70%	+3,055	Jun 30, 2026	Janus Investment Fund, not summed
43	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	182,753	0.69%	-114,625	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	169,039	0.63%	+3,414	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	163,785	0.61%	-7,805	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,356	0.02%	+156	Jul 31, 2026	BNY Mellon ETF Trust, not summed
46	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	162,665	0.61%	+40,973	Jun 30, 2026	carried, not yet filed for the newest quarter
47	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	162,355	0.61%	-180,418	Sep 30, 2026
47.1	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	85,516	0.32%	-140,743	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
47.2	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	51,470	0.19%	-18,533	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
47.3	Wasatch Global Opportunities Fund Fund S000022592 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	3,492	0.01%	-3,177	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
47.4	Wasatch Long/Short Alpha Fund Fund S000073482 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	2,238	0.01%	-1,066	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
47.5	Wasatch U.S. Select Fund Fund S000076417 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	1,120	0.00%	-746	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
48	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	161,359	0.60%	+20,033	Jun 30, 2026	carried, not yet filed for the newest quarter
49	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	153,571	0.58%	-2,029	Jun 30, 2026	carried, not yet filed for the newest quarter
50	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	151,477	0.57%	-31,015	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1177702 CUSIP 78709Y105 13F (30d) 154 filings 132 filers Visit website Investor relations