SITE · SiteOne Landscape Supply, Inc. · Shareholders & Ownership

$103.02 +5.57 (+5.72%)

Russell 1000 member Rebalance outlook locked

Market Cap

$4.32B

44.31M

Volume · Oct 22 494.85K Avg daily vol (3M) 945.11K

Every disclosed holder of SITE 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 SITE

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)	400	47,261,051	106.66%	Yes
Insiders (Forms 3, 4, 5)	16	751,537	1.70%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,704,359	-8.36%	Negative
Registered funds (N-PORT, not summed)	319	18,672,578	42.14%	No

Shares outstanding: 44,308,229, 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 SITE

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	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,474,072	10.10%	-39,571	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	1,323,547	2.99%	-364,078	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
1.2	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	626,041	1.41%	-11,255	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
1.3	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	460,100	1.04%	-500	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
1.4	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	274,843	0.62%	+52,300	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
1.5	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	250,359	0.57%	0	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
2	59 North Capital Management, LP 13F CIK 1805589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,057,212	4.64%	+1,007,772	Jun 30, 2026	carried, not yet filed for the newest quarter
3	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,048,143	4.62%	-438,575	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G CIK 1021223 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,048,153	4.62%	-620,097	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,028,799	4.58%	-30,277	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	BARON SMALL CAP FUND Fund S000000584 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	919,500	2.08%	-55,500	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
4.2	Baron Real Estate Fund Fund S000027257 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	559,535	1.26%	+55,000	Jun 30, 2026	BARON SELECT FUNDS, not summed
4.3	BARON DISCOVERY FUND Fund S000042178 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	300,000	0.68%	0	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
4.4	Baron SMID Cap ETF Fund S000096483 · Registered fund · Jun 30, 2026 Baron ETF Trust, not summed	4,908	0.01%	+444	Jun 30, 2026	Baron ETF Trust, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,004,438	4.52%	-711	Jun 30, 2026	carried, not yet filed for the newest quarter
6	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,934,754	4.37%	-131,092	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	178,947	0.40%	+8,986	Jun 30, 2026	iShares Trust, not summed
6.2	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	97,526	0.22%	+29,339	Jun 30, 2026	iShares Trust, not summed
6.3	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	67,014	0.15%	+23,116	Jun 30, 2026	iShares Trust, not summed
6.4	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	59,313	0.13%	+1,360	Jun 30, 2026	iShares Trust, not summed
6.5	iShares Russell 1000 ETF Fund S000004347 · Registered fund · Jun 30, 2026 iShares Trust, not summed	31,909	0.07%	-546	Jun 30, 2026	iShares Trust, not summed
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,727,897	3.90%	-39,809	Jun 30, 2026	carried, not yet filed for the newest quarter
8	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,653,067	3.73%	-40,785	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,407,914	3.18%	-13,656	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	1,303,471	2.94%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
11	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	1,269,658	2.87%	-19	Sep 30, 2026
11.1	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	284,534	0.64%	-335,839	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
11.2	Wasatch Small Cap Growth Fund Fund S000000887 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	279,535	0.63%	-105,965	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
11.3	Wasatch Ultra Growth Fund Fund S000000879 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	39,721	0.09%	—	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
12	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,234,583	2.79%	-1,038,242	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,234,583	2.79%	-1,038,242	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
12.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	206,582	0.47%	+3	Jun 30, 2026	AQR Funds, not summed
12.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	33,925	0.08%	-20,704	Jun 30, 2026	AQR Funds, not summed
12.4	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	31,121	0.07%	+31,120	Jun 30, 2026	AQR Funds, not summed
12.5	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	6,305	0.01%	+2,721	Jun 30, 2026	AQR Funds, not summed
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,062,370	2.40%	+257,034	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	156,583	0.35%	—	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	155,550	0.35%	+24,441	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	144,517	0.33%	—	Jul 31, 2026	Dimensional ETF Trust, not summed
13.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	138,523	0.31%	+1,066	Jul 31, 2026	Dimensional ETF Trust, not summed
13.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	89,091	0.20%	+17,515	Jul 31, 2026	Dimensional ETF Trust, not summed
14	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,048,747	2.37%	+344,980	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	KBI GLOBAL INVESTORS AQUARIUS FUND Fund S000063187 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE III, not summed	12,330	0.03%	+5,012	Jul 31, 2026	ADVISORS' INNER CIRCLE III, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,016,494	2.29%	-8,604	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	991,818	2.24%	+30,866	Jun 30, 2026	carried, not yet filed for the newest quarter
17	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	983,646	2.22%	+388,918	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Conestoga Capital Advisors, LLC 13F CIK 1163744 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	960,286	2.17%	-146,415	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	CONESTOGA SMALL CAP FUND Fund S000004756 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	476,530	1.08%	-71,260	Jun 30, 2026	Conestoga Funds, not summed
18.2	CONESTOGA SMID CAP FUND Fund S000043859 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	78,490	0.18%	-9,510	Jun 30, 2026	Conestoga Funds, not summed
19	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	836,410	1.89%	+11,980	Jun 30, 2026	carried, not yet filed for the newest quarter
20	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	793,748	1.79%	+22,879	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	15,433	0.03%	-300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
20.2	State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF Fund S000051789 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,855	0.00%	-459	Jun 30, 2026	SPDR SERIES TRUST, not summed
20.3	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	1,379	0.00%	—	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
20.4	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	389	0.00%	+51	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
20.5	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	300	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
21	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	756,823	1.71%	-28,822	Jun 30, 2026	carried, not yet filed for the newest quarter
22	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	711,289	1.61%	+175,563	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	310,606	0.70%	-22,664	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
23	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	630,595	1.42%	+487,354	Jun 30, 2026	carried, not yet filed for the newest quarter
24	BLACK DOUG Insider CIK 1672083 · Aug 26, 2026 Director, CEO, issuer-wide	602,427	1.36%	+5,000	Aug 26, 2026	Director, CEO, issuer-wide
25	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	586,979	1.32%	+12,498	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	586,976	1.32%	-1,359	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	213,476	0.48%	-2,841	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	119,860	0.27%	-542	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	118,068	0.27%	-8,478	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	36,000	0.08%	+4,544	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	27,250	0.06%	+1,200	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	520,229	1.17%	+109,375	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	508,557	1.15%	+13,257	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	502,344	1.13%	+66,346	Jun 30, 2026	carried, not yet filed for the newest quarter
30	GENEVA CAPITAL MANAGEMENT LLC 13F CIK 1009232 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	481,402	1.09%	-145,882	Jun 30, 2026	carried, not yet filed for the newest quarter
31	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	471,553	1.06%	-35,211	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	456,856	1.03%	+456,856	Jun 30, 2026	carried, not yet filed for the newest quarter
33	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	440,385	0.99%	+47,451	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	288,543	0.65%	0	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
34	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	428,517	0.97%	+148,313	Jun 30, 2026	carried, not yet filed for the newest quarter
35	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	403,430	0.91%	+397,486	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	MFS New Discovery Series Fund S000002680 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	70,385	0.16%	—	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
35.2	MFS Core Equity Portfolio Fund S000002656 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST II, not summed	5,755	0.01%	—	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST II, not summed
35.3	MFS Active Mid Cap ETF Fund S000094824 · Registered fund · May 31, 2026 MFS Active Exchange Traded Funds Trust, not summed	3,302	0.01%	+348	May 31, 2026	MFS Active Exchange Traded Funds Trust, not summed
35.4	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	1,900	0.00%	-74	May 31, 2026	MFS SERIES TRUST X, not summed
35.5	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	1,115	0.00%	—	Jul 31, 2026	MFS Series Trust XV, not summed
36	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	402,979	0.91%	-267,527	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Columbia Variable Portfolio - Small Company Growth Fund Fund S000010658 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	20,529	0.05%	-2,366	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
37	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	383,667	0.87%	-338,711	Jun 30, 2026	carried, not yet filed for the newest quarter
38	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	363,716	0.82%	+11,047	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Brown Advisory Small-Cap Growth Fund Fund S000038483 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	51,673	0.12%	0	Jun 30, 2026	Brown Advisory Funds, not summed
38.2	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	13,263	0.03%	+1,726	Jun 30, 2026	Brown Advisory Funds, not summed
38.3	Brown Advisory Mid-Cap Growth Fund Fund S000058723 · Registered fund · Mar 31, 2026 Brown Advisory Funds, not summed	844	0.00%	—	Mar 31, 2026	Brown Advisory Funds, not summed
39	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	360,721	0.81%	+10,721	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	347,668	0.78%	+101,089	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
41	ACK Asset Management LLC 13F CIK 1510940 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	330,000	0.74%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
42	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	327,030	0.74%	-40,171	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Southpoint Capital Advisors LP 13F CIK 1319998 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	300,000	0.68%	+300,000	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	280,522	0.63%	+2,249	Jun 30, 2026	carried, not yet filed for the newest quarter
45	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	263,320	0.59%	+19,279	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,216	0.01%	+1,687	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
45.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	1,870	0.00%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
45.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	1,510	0.00%	+6	May 31, 2026	Goldman Sachs ETF Trust II, not summed
45.4	Goldman Sachs JUST U.S. Large Cap Equity ETF Fund S000061377 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	508	0.00%	-40	May 31, 2026	Goldman Sachs ETF Trust, not summed
45.5	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	405	0.00%	-26	May 31, 2026	Goldman Sachs ETF Trust, not summed
46	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	259,787	0.59%	+41,908	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	38	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
47	GILDER GAGNON HOWE & CO LLC 13F CIK 902464 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	255,521	0.58%	+15,121	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Janus Henderson Triton Fund Fund S000010485 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	255,359	0.58%	+53,076	Jun 30, 2026	Janus Investment Fund, not summed
49	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	245,162	0.55%	+569	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	790	0.00%	-750	Jul 31, 2026	FlexShares Trust, not summed
50	DF DENT & CO INC 13F CIK 934999 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	219,910	0.50%	-16,238	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	DF DENT MIDCAP GROWTH FUND Fund S000033130 · Registered fund · Jun 30, 2026 FORUM FUNDS, not summed	29,952	0.07%	-7,051	Jun 30, 2026	FORUM FUNDS, not summed
50.2	DF DENT SMALL CAP GROWTH FUND Fund S000037552 · Registered fund · Jun 30, 2026 FORUM FUNDS, not summed	18,365	0.04%	-338	Jun 30, 2026	FORUM FUNDS, not summed

55 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 1650729 CUSIP 82982L103 13F (30d) 50 filings 50 filers Visit website Investor relations