SPXC · SPX Technologies, Inc. · Shareholders & Ownership

$153.47 -9.98 (-6.11%) At close · Nov 4 Play latest call Q3 2026 earnings call transcript

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$7.68B

50.10M

Volume · Nov 4 715.7K Avg daily vol (3M) 572.15K

Every disclosed holder of SPXC 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 SPXC

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	521	47,463,804	94.73%	Yes
Insiders (Forms 3, 4, 5)	19	1,257,601	2.51%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,380,612	2.76%	Rest
Registered funds (N-PORT, not summed)	469	25,964,184	51.82%	No

Shares outstanding: 50,102,017, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SPXC

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	4,851,185	9.68%	-1,379,949	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,476,578	8.93%	-1,270,830	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,713,302	3.42%	+63,252	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	299,516	0.60%	-3,716	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	199,721	0.40%	—	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	107,784	0.22%	—	Jun 30, 2026	iShares Trust, not summed
2	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,566,361	5.12%	-326,886	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,337,050	4.66%	+591,563	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,265,508	4.52%	-223,980	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,271,592	4.53%	-260,396	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,259,240	4.51%	+26,235	Jun 30, 2026	carried, not yet filed for the newest quarter
6	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	2,246,107	4.48%	+590,444	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
7	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,898,958	3.79%	+1,133,713	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	44,219	0.09%	—	Jun 30, 2026	Janus Aspen Series, not summed
8	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,594,937	3.18%	-314,483	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Invesco Discovery Fund Fund S000064618 · Registered fund · Aug 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	500,309	1.00%	+115,358	Aug 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
8.2	Invesco S&P MidCap Momentum ETF Fund S000003056 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	283,337	0.57%	+34,908	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8.3	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	237,348	0.47%	-74,669	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
8.4	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	106,640	0.21%	-7,442	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
8.5	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	49,713	0.10%	0	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,590,079	3.17%	+3,217	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,557,133	3.11%	-225,768	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	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	253,436	0.51%	+9,997	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	77,579	0.15%	+1,876	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	16,581	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.4	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	13,637	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
10.5	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	9,138	0.02%	+120	Jun 30, 2026	SPDR SERIES TRUST, not summed
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,147,409	2.29%	-2,634	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,019,010	2.03%	+36,227	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	243,805	0.49%	-12,669	Aug 31, 2026	Fidelity Concord Street Trust, not summed
12.2	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	193,978	0.39%	-121,325	Jul 31, 2026	Fidelity Capital Trust, not summed
12.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	185,588	0.37%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
12.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	182,076	0.36%	+80,000	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
12.5	Fidelity Advisor Small Cap Fund Fund S000005115 · Registered fund · Aug 31, 2026 Fidelity Advisor Series I, not summed	121,400	0.24%	-20,300	Aug 31, 2026	Fidelity Advisor Series I, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	945,160	1.89%	-310,572	Jun 30, 2026	carried, not yet filed for the newest quarter
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	890,984	1.78%	+30,816	Sep 30, 2026
14.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	210,060	0.42%	+720	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	138,002	0.28%	+4,816	Jul 31, 2026	Dimensional ETF Trust, not summed
14.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	86,091	0.17%	+8,875	Jul 31, 2026	Dimensional ETF Trust, not summed
14.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	61,906	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	54,810	0.11%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	837,393	1.67%	-525,478	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	12,603	0.03%	+3,524	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
15.2	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	11,231	0.02%	+943	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
15.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	3,374	0.01%	+544	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
16	New Economy Fund Fund S000009598 · Registered fund · Aug 31, 2026 New Economy Fund, not summed	833,923	1.66%	+377,071	Aug 31, 2026	New Economy Fund, not summed
17	Lowe Eugene Joseph III Insider CIK 1629083 · Mar 3, 2026 Director, issuer-wide	824,747	1.65%	+18,740	Mar 3, 2026	Director, issuer-wide
18	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	789,654	1.58%	-523,003	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
19	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	766,555	1.53%	+764,220	Jun 30, 2026	carried, not yet filed for the newest quarter
20	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	713,791	1.42%	+38,649	Jun 30, 2026	carried, not yet filed for the newest quarter
21	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	667,845	1.33%	-163,317	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Nomura Mid Cap Growth Fund Fund S000006293 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	264,065	0.53%	-57,046	Jun 30, 2026	IVY FUNDS, not summed
21.2	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · Aug 31, 2026 Delaware Group Equity Funds V, not summed	115,953	0.23%	-66,668	Aug 31, 2026	Delaware Group Equity Funds V, not summed
21.3	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	71,956	0.14%	-2,414	Jun 30, 2026	IVY FUNDS, not summed
21.4	Nomura VIP Mid Cap Growth Series Fund S000006228 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	33,173	0.07%	-2,343	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
21.5	Optimum Small-Mid Cap Growth Fund Fund S000002424 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	28,133	0.06%	-1,079	Jun 30, 2026	Optimum Fund Trust, not summed
22	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	661,625	1.32%	+17,668	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	629,191	1.26%	-590,314	Jun 30, 2026	American Funds Fundamental Investors, not summed
24	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	607,048	1.21%	-25,314	Jun 30, 2026	carried, not yet filed for the newest quarter
25	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	585,099	1.17%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	574,211	1.15%	+17,777	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	561,063	1.12%	-236,609	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · Aug 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	283,587	0.57%	-127,666	Aug 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	527,457	1.05%	-106,721	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	238,351	0.48%	-1,101	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	138,483	0.28%	+3,858	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	38,359	0.08%	+2,699	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	30,393	0.06%	+443	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	30,218	0.06%	+938	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	525,499	1.05%	+244,067	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Carillon Eagle Mid Cap Growth Fund Fund S000008481 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	221,642	0.44%	—	Jun 30, 2026	Carillon Series Trust, not summed
29.2	Carillon Eagle Small Cap Growth Fund Fund S000008482 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	29,844	0.06%	-5,261	Jun 30, 2026	Carillon Series Trust, not summed
30	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	520,845	1.04%	+60,092	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	59	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
31	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	519,202	1.04%	—	Jun 30, 2026	Janus Investment Fund, not summed
32	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	501,035	1.00%	-4,686	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	76,191	0.15%	-57,211	Aug 31, 2026	Goldman Sachs Trust, not summed
32.2	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	30,821	0.06%	-15,133	Aug 31, 2026	Goldman Sachs Trust, not summed
32.3	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	10,676	0.02%	+2,604	Aug 31, 2026	Goldman Sachs Trust, not summed
32.4	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	5,061	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
32.5	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	4,909	0.01%	-1,392	Jul 31, 2026	Goldman Sachs Trust II, not summed
33	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	475,365	0.95%	+25,895	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Columbia Acorn Fund Fund S000009184 · Registered fund · Jun 30, 2026 COLUMBIA ACORN TRUST, not summed	314,287	0.63%	+34,539	Jun 30, 2026	COLUMBIA ACORN TRUST, not summed
33.2	Columbia Variable Portfolio - Acorn Fund Fund S000008981 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed	60,888	0.12%	+7,079	Jun 30, 2026	COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed
33.3	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	34,008	0.07%	-1,588	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
33.4	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	12,712	0.03%	+2,595	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
34	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	466,371	0.93%	-428,078	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	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	122,128	0.24%	-14,140	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
34.2	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	119,594	0.24%	-97,175	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
34.3	T. Rowe Price Capital Appreciation Equity ETF Fund S000079834 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	111,824	0.22%	+3,178	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
34.4	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	103,822	0.21%	-285,800	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
34.5	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	65,702	0.13%	-9,067	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
35	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	448,492	0.90%	-110,648	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	150,461	0.30%	-31,130	Jun 30, 2026	College Retirement Equities Fund, not summed
35.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	82,460	0.16%	-36,630	Jul 31, 2026	TIAA-CREF Funds, not summed
35.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	41,731	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
35.4	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	37,743	0.08%	-6,000	Jul 31, 2026	TIAA-CREF Funds, not summed
35.5	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	35,698	0.07%	-985	Jul 31, 2026	NuShares ETF Trust, not summed
36	Port Capital LLC 13F CIK 1729212 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	445,236	0.89%	-15,053	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Conestoga Capital Advisors, LLC 13F CIK 1163744 · Investment adviser · Sep 30, 2026	441,629	0.88%	-105,546	Sep 30, 2026
37.1	CONESTOGA SMALL CAP FUND Fund S000004756 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	230,000	0.46%	-51,470	Jun 30, 2026	Conestoga Funds, not summed
37.2	CONESTOGA SMID CAP FUND Fund S000043859 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	69,530	0.14%	-7,030	Jun 30, 2026	Conestoga Funds, not summed
38	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	429,399	0.86%	+258,654	Jun 30, 2026	carried, not yet filed for the newest quarter
39	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	427,696	0.85%	-187,060	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	32,541	0.06%	+1,213	Jun 30, 2026	Northern Funds, not summed
39.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,837	0.00%	+88	Jul 31, 2026	FlexShares Trust, not summed
40	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	415,481	0.83%	-30,439	Jun 30, 2026	carried, not yet filed for the newest quarter
41	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	411,208	0.82%	-70,250	Jun 30, 2026	carried, not yet filed for the newest quarter
42	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	397,257	0.79%	+8,527	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · Aug 31, 2026 GLOBAL X FUNDS, not summed	398,762	0.80%	—	Aug 31, 2026	GLOBAL X FUNDS, not summed
43	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	385,194	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
44	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	384,861	0.77%	+384,861	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Artisan Partners Limited Partnership 13F CIK 1466153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	383,678	0.77%	+103,340	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Artisan Small Cap Fund Fund S000006498 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	121,988	0.24%	+32,748	Jun 30, 2026	Artisan Partners Funds Inc., not summed
46	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	368,561	0.74%	-196,490	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	AB Small Cap Growth Portfolio Fund S000010309 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	142,255	0.28%	-67,931	Jun 30, 2026	AB CAP FUND, INC., not summed
46.2	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	14,421	0.03%	-11,470	Jun 30, 2026	Bernstein Fund Inc, not summed
46.3	AB Small Cap Growth Portfolio Fund S000010435 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	2,772	0.01%	-1,338	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
47	Janus Henderson Triton Fund Fund S000010485 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	362,944	0.72%	+149,005	Jun 30, 2026	Janus Investment Fund, not summed
48	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	352,999	0.70%	+36,116	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	350,111	0.70%	+350,111	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Van Berkom & Associates Inc. 13F CIK 1524408 · Registered investment adviser · Sep 30, 2026	343,103	0.68%	+50,700	Sep 30, 2026

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Key facts CIK 88205 CUSIP 78473E103 13F (30d) 191 filings 173 filers Visit website Investor relations