TDC · Teradata Corp · Shareholders & Ownership

$33.45 +1.00 (+3.08%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.03B

93.00M

Volume · Oct 21 2.09M Avg daily vol (3M) 2.24M

Every disclosed holder of TDC 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 TDC

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)	474	121,944,293	131.12%	Yes
Insiders (Forms 3, 4, 5)	22	3,165,655	3.40%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	32,109,948	-34.53%	Negative
Registered funds (N-PORT, not summed)	383	52,493,898	56.45%	No

Shares outstanding: 93,000,000, 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 TDC

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	16,392,455	17.63%	+3,841,339	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	15,077,980	16.21%	+2,304,173	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,669,720	6.10%	+74,667	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,456,853	2.64%	—	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	622,941	0.67%	—	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	481,786	0.52%	+67,372	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,864,883	10.61%	+657,910	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	9,989,653	10.74%	+719,023	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	Lynrock Lake LP 13D CIK 1734341 · Registered investment adviser · Jul 6, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands not summed	6,212,370	6.68%	-977,031	Jul 6, 2026	not summed
3.1	Lynrock Lake LP Insider CIK 1734341 · Feb 11, 2026 10% Owner, issuer-wide, not summed	9,354,676	10.06%	-61,990	Feb 11, 2026	10% Owner, issuer-wide, not summed
3.2	Lynrock Lake LP 13F CIK 1734341 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,349,030	6.83%	-3,005,646	Jun 30, 2026	carried, not yet filed for the newest quarter
4	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,785,857	5.15%	+2,426,944	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,785,857	5.15%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	346,863	0.37%	+100,664	Jun 30, 2026	AQR Funds, not summed
4.3	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	264,655	0.28%	+156,781	Jun 30, 2026	AQR Funds, not summed
4.4	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	88,345	0.10%	+29,738	Jun 30, 2026	AQR Funds, not summed
4.5	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	17,493	0.02%	—	Jun 30, 2026	AQR Funds, not summed
5	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,538,286	4.88%	+1,112,451	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	135,400	0.15%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
5.2	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	13,300	0.01%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
6	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,517,198	4.86%	+360,270	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Columbia Select Large Cap Value Fund Fund S000031373 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	516,374	0.56%	0	May 31, 2026	Columbia Funds Series Trust II, not summed
6.2	Columbia Variable Portfolio - Select Large Cap Value Fund Fund S000019845 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	322,320	0.35%	-161,543	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
6.3	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	286,665	0.31%	—	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
6.4	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	139,126	0.15%	-9,224	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
6.5	Multi-Manager Large Cap Growth Strategies Fund Fund S000091548 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	131,372	0.14%	+33,004	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,094,143	4.40%	+74,738	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,818,462	5.18%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,976,086	4.28%	+1,432,667	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	84	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,967,865	4.27%	+627,158	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	866,039	0.93%	+23,345	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	309,439	0.33%	+29,196	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	215,234	0.23%	+6,606	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.4	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	88,822	0.10%	-19,104	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	33,202	0.04%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,413,072	3.67%	+872,992	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,077,553	3.31%	-140,109	Jun 30, 2026	carried, not yet filed for the newest quarter
12	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,982,116	3.21%	+1,580,663	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,840,303	3.05%	+28,732	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,377,892	2.56%	+84,224	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,264,260	2.43%	+969,758	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	2,146,259	2.31%	+11,479	May 31, 2026	VANGUARD WORLD FUND, not summed
17	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,143,888	2.31%	+46,801	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,371,231	1.47%	-97,533	Jun 30, 2026	PIMCO Equity Series, not summed
17.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	3,425	0.00%	+456	Jun 30, 2026	PIMCO Equity Series, not summed
18	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,047,898	2.20%	+4,211	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Defiance ETFs, LLC 13F CIK 1732541 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,011,280	2.16%	+682,337	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Defiance Quantum ETF Fund S000062478 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	2,011,280	2.16%	+682,337	Jun 30, 2026	ETF Series Solutions, not summed
20	Penserra Capital Management LLC 13F CIK 1593324 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,011,280	2.16%	+682,337	Jun 30, 2026	carried, not yet filed for the newest quarter
21	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,973,845	2.12%	+67,624	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	402,374	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	302,811	0.33%	-1,083	Jul 31, 2026	Dimensional ETF Trust, not summed
21.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	291,935	0.31%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	170,758	0.18%	+9,916	Jul 31, 2026	Dimensional ETF Trust, not summed
21.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	109,083	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
22	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,787,588	1.92%	+418,588	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	334,618	0.36%	+114,717	Jun 30, 2026	Victory Portfolios, not summed
22.2	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	96,473	0.10%	+9,676	Jun 30, 2026	Victory Portfolios, not summed
22.3	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	53,646	0.06%	+18,852	Jul 31, 2026	Victory Portfolios III, not summed
22.4	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	10,512	0.01%	+269	Jul 31, 2026	Victory Portfolios III, not summed
23	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,693,332	1.82%	+477,159	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	477,690	0.51%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
23.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	464,348	0.50%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
23.3	Nuveen Multi Cap Value Fund Fund S000000605 · Registered fund · Jun 30, 2026 Nuveen Investment Trust, not summed	402,641	0.43%	+6,313	Jun 30, 2026	Nuveen Investment Trust, not summed
23.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	126,613	0.14%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
23.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	86,504	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,605,774	1.73%	+108,385	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	447,254	0.48%	-6,790	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	447,021	0.48%	-80,270	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	232,105	0.25%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.4	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	134,757	0.14%	-9,393	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	118,422	0.13%	-683	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,574,768	1.69%	+257,167	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Gotham Absolute Return Fund Fund S000038174 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	85,764	0.09%	+31,717	Jun 30, 2026	FundVantage Trust, not summed
25.2	Gotham Enhanced Return Fund Fund S000040832 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	23,642	0.03%	+9,514	Jun 30, 2026	FundVantage Trust, not summed
25.3	Gotham Neutral Fund Fund S000041944 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	14,337	0.02%	+3,212	Jun 30, 2026	FundVantage Trust, not summed
26	FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Fund S000060086 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	1,534,214	1.65%	+51,500	Jun 30, 2026	Capitol Series Trust, not summed
27	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,298,708	1.40%	-1,251	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,294,933	1.39%	-25,720	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,283,460	1.38%	+1,283,460	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,240,006	1.33%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
31	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,187,448	1.28%	-131,698	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	9,203	0.01%	+3,729	Jul 31, 2026	Goldman Sachs Trust II, not summed
31.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	8,323	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
31.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,591	0.00%	+4,003	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
31.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	890	0.00%	-54	May 31, 2026	Goldman Sachs ETF Trust, not summed
31.5	Goldman Sachs JUST U.S. Large Cap Equity ETF Fund S000061377 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	860	0.00%	-183	May 31, 2026	Goldman Sachs ETF Trust, not summed
32	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,146,018	1.23%	+396,132	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	48,411	0.05%	—	Jun 30, 2026	Northern Funds, not summed
32.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,489	0.01%	-299	Jun 30, 2026	Northern Funds, not summed
32.3	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	8,218	0.01%	-155	Jun 30, 2026	Northern Funds, not summed
32.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,471	0.00%	+120	Jul 31, 2026	FlexShares Trust, not summed
33	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,076,948	1.16%	+36,172	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,012,617	1.09%	+146,062	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	149,092	0.16%	+57,968	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
34.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	75,526	0.08%	+21,498	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
34.3	First Trust Active Factor Mid Cap ETF Fund S000066789 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	32,485	0.03%	+6,874	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
34.4	First Trust Active Factor Small Cap ETF Fund S000066790 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	15,160	0.02%	+2,871	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
34.5	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	13,504	0.01%	+5,009	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
35	Column Small Cap Select Fund Fund S000082920 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	921,138	0.99%	+210,645	Aug 31, 2026	Trust for Professional Managers, not summed
36	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	915,156	0.98%	+67,404	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Global X Artificial Intelligence & Technology ETF Fund S000061326 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	853,386	0.92%	+33,920	May 31, 2026	GLOBAL X FUNDS, not summed
36.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	45,824	0.05%	—	Jul 31, 2026	GLOBAL X FUNDS, not summed
36.3	Global X U.S. Cash Flow Kings 100 ETF Fund S000080575 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	1,650	0.00%	-540	May 31, 2026	GLOBAL X FUNDS, not summed
37	MCMILLAN STEPHEN Insider CIK 1719723 · Sep 15, 2026 Director, issuer-wide	752,446	0.81%	-10,000	Sep 15, 2026	Director, issuer-wide
38	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	739,744	0.80%	-3,261	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	39,855	0.04%	-1,750	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
38.2	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	31,469	0.03%	-733	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
38.3	Putnam Dynamic Asset Allocation Conservative Fund Fund S000000779 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	6,426	0.01%	-96	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
38.4	Franklin U.S. Small Cap Multifactor Index ETF Fund S000057202 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	3,465	0.00%	—	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
38.5	Putnam Dynamic Asset Allocation Equity Fund Fund S000024760 · Registered fund · May 31, 2026 Putnam Funds Trust, not summed	3,247	0.00%	-55	May 31, 2026	Putnam Funds Trust, not summed
39	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	738,457	0.79%	+289,113	Jun 30, 2026	carried, not yet filed for the newest quarter
40	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	737,431	0.79%	-662,021	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Pacer US Small Cap Cash Cows 100 ETF Fund S000055468 · Registered fund · Jul 31, 2026 Pacer Funds Trust, not summed	719,586	0.77%	+300,212	Jul 31, 2026	Pacer Funds Trust, not summed
42	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	713,658	0.77%	+117,258	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,536	0.00%	+161	Jul 31, 2026	BNY Mellon ETF Trust, not summed
43	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	684,529	0.74%	+137,500	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Impax Small Cap Fund Fund S000021459 · Registered fund · Jun 30, 2026 IMPAX FUNDS SERIES TRUST I, not summed	684,529	0.74%	+137,500	Jun 30, 2026	IMPAX FUNDS SERIES TRUST I, not summed
45	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Sep 30, 2026	673,618	0.72%	-105,931	Sep 30, 2026
46	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	663,517	0.71%	-66,958	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	PACE Small/Medium Co Value Equity Investments Fund S000002973 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	39,500	0.04%	+3,200	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
47	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	656,536	0.71%	+2,981	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	63,087	0.07%	-7,774	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
47.2	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	62,125	0.07%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
47.3	Multi-Strategy Income Fund Fund S000048356 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	27,631	0.03%	-3,405	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
47.4	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	13,941	0.02%	0	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
47.5	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	4,315	0.00%	+1,405	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
48	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	656,086	0.71%	+79,649	Jun 30, 2026	carried, not yet filed for the newest quarter
49	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	653,901	0.70%	+512,907	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	627,057	0.67%	0	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed

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Key facts CIK 816761 CUSIP 88076W103 13F (30d) 59 filings 55 filers Visit website Investor relations