TCBI · Texas Capital Bancshares Inc · Shareholders & Ownership

$93.49 +2.43 (+2.67%) At close · Oct 21

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.96B

43.47M

Volume · Oct 21 580.28K Avg daily vol (3M) 504.72K

Every disclosed holder of TCBI 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 TCBI

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)	372	46,854,774	107.78%	Yes
Insiders (Forms 3, 4, 5)	19	1,358,599	3.13%	Yes
13D/G-only blocks	1	1,984,977	4.57%	Yes
Remaining	—	6,723,981	-15.47%	Negative
Registered funds (N-PORT, not summed)	415	23,994,859	55.19%	No

Shares outstanding: 43,474,369, 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 TCBI

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	5,598,956	12.88%	+146,959	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	1,495,695	3.44%	+33,075	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,124,897	2.59%	+35,985	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	353,933	0.81%	+24,970	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	127,803	0.29%	-3,649	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	112,394	0.26%	-2,095	Jun 30, 2026	iShares Trust, not summed
2	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,387,009	7.79%	-7,124	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,873,655	6.61%	+14,319	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	619,014	1.42%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	389,879	0.90%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	348,813	0.80%	-1,039	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	233,520	0.54%	+6,826	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	207,340	0.48%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,661,695	6.12%	+216,583	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	322,701	0.74%	+2	Jun 30, 2026	AQR Funds, not summed
4.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	124,688	0.29%	-2	Jun 30, 2026	AQR Funds, not summed
4.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	47,133	0.11%	-1,379	Jun 30, 2026	AQR Funds, not summed
4.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	38,414	0.09%	+4,325	Jun 30, 2026	AQR Funds, not summed
4.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	5,610	0.01%	+2,307	Jun 30, 2026	AQR Funds, not summed
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,481,455	5.71%	+60,768	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	597,963	1.38%	+4,084	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	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	221,068	0.51%	+5,051	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	137,775	0.32%	-2,409	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	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	34,449	0.08%	-122	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	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	33,119	0.08%	+176	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,142,045	4.93%	+10,044	Jun 30, 2026	carried, not yet filed for the newest quarter
7	North Reef Capital Management LP 13G CIK 1867831 · Registered investment adviser · Jun 30, 2025 Rule 13d-1(b), qualified institution	1,984,977	4.57%	-592,280	Jun 30, 2025	Rule 13d-1(b), qualified institution
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,961,904	4.51%	-16,149	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	1,383,459	3.18%	-22,355	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,369,120	3.15%	+50,614	Jun 30, 2026	carried, not yet filed for the newest quarter
11	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,202,117	2.77%	+326,450	Jun 30, 2026	carried, not yet filed for the newest quarter
12	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,181,779	2.72%	-36,074	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	251,733	0.58%	-5,074	Jun 30, 2026	AB TRUST, not summed
12.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	75,363	0.17%	-4,049	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
12.3	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	51,896	0.12%	-5,355	Jun 30, 2026	AB CAP FUND, INC., not summed
12.4	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	47,092	0.11%	0	Jun 30, 2026	Bernstein Fund Inc, not summed
12.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	2,552	0.01%	-12	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,001,905	2.30%	-16,510	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	998,679	2.30%	+753,322	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	286,972	0.66%	—	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
14.2	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	82,587	0.19%	—	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
14.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	57,529	0.13%	-6,406	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14.4	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	52,229	0.12%	+2,665	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14.5	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	45,900	0.11%	—	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
15	STALLINGS ROBERT W Insider CIK 900764 · Apr 22, 2026 Director, issuer-wide	981,000	2.26%	+1,670	Apr 22, 2026	Director, issuer-wide
16	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	959,772	2.21%	+49,663	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Neuberger Intrinsic Value Fund Fund S000028676 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	231,739	0.53%	-177	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
17	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	901,979	2.07%	+255,328	May 31, 2026	American Century ETF Trust, not summed
18	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	730,479	1.68%	-137,113	Jun 30, 2026	carried, not yet filed for the newest quarter
19	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	689,017	1.58%	+396,748	Jun 30, 2026	carried, not yet filed for the newest quarter
20	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	685,743	1.58%	-48,945	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	297,624	0.68%	-6,215	May 31, 2026	MFS Series Trust X, not summed
20.2	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	239,310	0.55%	-24,293	May 31, 2026	MFS SERIES TRUST XIII, not summed
20.3	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	17,694	0.04%	-28,532	May 31, 2026	MFS SERIES TRUST X, not summed
20.4	MFS Blended Research Small Cap Equity Portfolio Fund S000008071 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	4,458	0.01%	-7,584	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
20.5	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	4,174	0.01%	-257	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	634,440	1.46%	-14,210	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	588,139	1.35%	+14,910	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	28,396	0.07%	+256	Jun 30, 2026	Northern Funds, not summed
22.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	25,649	0.06%	0	Jun 30, 2026	Northern Funds, not summed
22.3	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	22,140	0.05%	+1,664	Jun 30, 2026	Northern Funds, not summed
22.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,268	0.02%	-278	Jul 31, 2026	FlexShares Trust, not summed
22.5	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,344	0.01%	-153	Jun 30, 2026	Northern Funds, not summed
23	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	559,206	1.29%	+42,240	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	268,405	0.62%	-3,051	Jun 30, 2026	Manager Directed Portfolios, not summed
23.2	Hood River New Opportunities Fund Fund S000086255 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	50,366	0.12%	+17,316	Jun 30, 2026	Manager Directed Portfolios, not summed
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	500,008	1.15%	+7,617	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	494,085	1.14%	-9,931	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	211,900	0.49%	-10,178	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	106,406	0.24%	+9,989	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	84,140	0.19%	-13,599	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	26,971	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	25,772	0.06%	-1,000	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	483,210	1.11%	+155,201	Jun 30, 2026	carried, not yet filed for the newest quarter
27	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	464,813	1.07%	+86,298	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	448,983	1.03%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	418,787	0.96%	+35,229	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,590	0.00%	-32	Jul 31, 2026	BNY Mellon ETF Trust, not summed
30	Azora Capital LP 13F CIK 1700272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	407,750	0.94%	+7,750	Jun 30, 2026	carried, not yet filed for the newest quarter
31	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	406,461	0.93%	-7,130	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	39	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
32	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	393,039	0.90%	+112,898	Jun 30, 2026	carried, not yet filed for the newest quarter
33	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	388,231	0.89%	-14,164	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	SBH SMALL CAP VALUE FUND Fund S000065432 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	72,257	0.17%	0	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
34	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	355,991	0.82%	+73,218	Jun 30, 2026	carried, not yet filed for the newest quarter
35	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	349,629	0.80%	+284,273	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	477,322	1.10%	+44,751	Jul 31, 2026	Fidelity Salem Street Trust, not summed
35.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	239,577	0.55%	+186,730	Jun 30, 2026	Fidelity Covington Trust, not summed
35.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	228,408	0.53%	-11,011	May 31, 2026	Fidelity Concord Street Trust, not summed
35.4	Fidelity SAI Small-Mid Cap Momentum Index Fund Fund S000050321 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	116,713	0.27%	-1,002	Jul 31, 2026	Fidelity Salem Street Trust, not summed
35.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	108,941	0.25%	+13,208	May 31, 2026	Fidelity Rutland Square Trust II, not summed
36	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	343,969	0.79%	-12,282	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	144,755	0.33%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
36.2	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	56,574	0.13%	-4,923	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
36.3	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	31,554	0.07%	-2,103	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
36.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	78	0.00%	-2	Jun 30, 2026	Columbia ETF Trust I, not summed
37	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	343,890	0.79%	+122,915	Jun 30, 2026	carried, not yet filed for the newest quarter
38	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	311,195	0.72%	-268,036	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	11,157	0.03%	+481	May 31, 2026	Goldman Sachs ETF Trust, not summed
38.2	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	8,098	0.02%	+2,501	Jul 31, 2026	Goldman Sachs Trust II, not summed
38.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,488	0.01%	+1,575	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
39	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	308,781	0.71%	+26,099	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	102,246	0.24%	+8,845	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
39.2	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	16,697	0.04%	-205	Jul 31, 2026	Principal Funds, Inc, not summed
39.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,503	0.01%	+1,268	Jul 31, 2026	Principal Funds, Inc, not summed
39.4	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	503	0.00%	+124	Jul 31, 2026	Principal Funds, Inc, not summed
40	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	304,940	0.70%	+169,413	Jun 30, 2026	carried, not yet filed for the newest quarter
41	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	302,365	0.70%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	293,814	0.68%	+4,813	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Texas Capital Bank Wealth Management Services Inc 13F CIK 1802655 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	286,782	0.66%	-92,724	Jun 30, 2026	carried, not yet filed for the newest quarter
44	HEARTLAND ADVISORS INC 13F CIK 937394 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	280,763	0.65%	-52,512	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Heartland Value Fund Fund S000003523 · Registered fund · Jun 30, 2026 HEARTLAND GROUP INC., not summed	222,888	0.51%	-52,112	Jun 30, 2026	HEARTLAND GROUP INC., not summed
44.2	Heartland Mid Cap Value Fund Fund S000047207 · Registered fund · Jun 30, 2026 HEARTLAND GROUP INC., not summed	56,381	0.13%	0	Jun 30, 2026	HEARTLAND GROUP INC., not summed
45	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	263,636	0.61%	-38,263	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	257,394	0.59%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
47	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	237,886	0.55%	+237,886	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Loomis Sayles Small/Mid Cap Growth Fund Fund S000049859 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	31,704	0.07%	—	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
48	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	225,416	0.52%	-96	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
49	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	222,425	0.51%	+4,725	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	113,691	0.26%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
49.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	56,638	0.13%	+3,842	Jul 31, 2026	TIAA-CREF Funds, not summed
49.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	39,429	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
49.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	947	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
49.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	611	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
50	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	218,727	0.50%	+125,505	Jun 30, 2026	carried, not yet filed for the newest quarter

78 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.

Showing 1–50 of 556 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1077428 CUSIP 88224Q107 13F (30d) 39 filings 39 filers Visit website Investor relations