TDOC · Teladoc Health, Inc. · Shareholders & Ownership

$6.01 +0.28 (+4.80%)

Russell 2000 member Rebalance outlook locked

Market Cap

$1.04B

181.68M

Volume · Oct 20 972.03K Avg daily vol (3M) 4.26M

Every disclosed holder of TDOC 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 TDOC

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)	342	153,859,310	84.69%	Yes
Insiders (Forms 3, 4, 5)	12	1,266,245	0.70%	Yes
13D/G-only blocks	4	49,161,664	27.06%	Yes
Remaining	—	22,603,198	-12.44%	Negative
Registered funds (N-PORT, not summed)	236	62,220,981	34.25%	No

Shares outstanding: 181,684,021, 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 TDOC

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	VANGUARD GROUP INC 13G CIK 102909 · Registered investment adviser · Jun 30, 2025 Rule 13d-1(b), qualified institution	21,018,995	11.57%	+3,504,091	Jun 30, 2025	Rule 13d-1(b), qualified institution
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	16,223,134	8.93%	+1,609,578	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,763,533	2.62%	+385,764	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,707,565	0.94%	+470,239	Jun 30, 2026	iShares Trust, not summed
2.3	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	587,828	0.32%	+46,606	Jul 31, 2026	iShares Trust, not summed
2.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	340,504	0.19%	+40,950	Jun 30, 2026	Quantitative Master Series LLC, not summed
2.5	iShares U.S. Healthcare Providers ETF Fund S000009418 · Registered fund · Jun 30, 2026 iShares Trust, not summed	318,793	0.18%	+110,666	Jun 30, 2026	iShares Trust, not summed
3	BlackRock Inc. 13G CIK 1364742 · Unknown · Dec 31, 2023 Rule 13d-1(b), qualified institution	13,203,121	7.27%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,685,592	6.98%	+390,498	Jun 30, 2026	carried, not yet filed for the newest quarter
5	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	9,100,047	5.01%	—	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.1	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,371,699	4.06%	+1,073,294	Jun 30, 2026	carried, not yet filed for the newest quarter
5.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,403,089	1.32%	+133,782	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,038,485	0.57%	+117,743	Jul 31, 2026	Dimensional ETF Trust, not summed
5.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	771,644	0.42%	+147,700	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	528,876	0.29%	+243,857	Jul 31, 2026	Dimensional ETF Trust, not summed
6	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,239,927	4.54%	+518,432	Jun 30, 2026	carried, not yet filed for the newest quarter
7	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,072,842	4.44%	-12,700	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Voss Capital, LP 13F CIK 1730145 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	8,046,679	4.43%	+3,846,679	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,955,032	4.38%	+97,863	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Sumitomo Mitsui Trust Group, Inc. 13G CIK 1475365 · Bank · Dec 31, 2023 Rule 13d-1(b), qualified institution	7,474,674	4.11%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
11	Amova Asset Management Americas, Inc. 13G CIK 1480751 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(b), qualified institution	7,464,874	4.11%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,687,282	3.13%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,962,382	2.73%	+602,631	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	433,345	0.24%	+261,326	Jun 30, 2026	SPDR SERIES TRUST, not summed
13.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	63,104	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13.3	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	16,590	0.01%	+1,989	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
13.4	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	4,598	0.00%	+453	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
13.5	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	1,085	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,894,504	2.69%	+1,438,120	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	99,763	0.05%	+35,778	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
15	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,666,596	2.57%	-124,767	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	3,012,372	1.66%	-347,130	Jun 30, 2026	PIMCO Equity Series, not summed
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,653,834	2.56%	+473,350	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,143,156	2.28%	+20,357	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,822,284	2.10%	+1,115,949	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	261,035	0.14%	+48,057	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.2	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	21,242	0.01%	-4,453	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,761	0.00%	-1,920	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
19	Monaco Asset Management SAM 13F CIK 1803593 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,167,979	1.74%	-862,177	Jun 30, 2026	carried, not yet filed for the newest quarter
20	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,109,714	1.71%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,063,252	1.69%	+25,278	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	978,669	0.54%	+225,483	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	858,463	0.47%	+2,172	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	442,468	0.24%	+53,896	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	286,325	0.16%	+26,275	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.5	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	193,482	0.11%	+73,570	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	2,910,344	1.60%	+376,305	May 31, 2026	American Century ETF Trust, not summed
23	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,818,917	1.55%	+197,539	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,622,420	1.44%	+1,312,322	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	2,144,017	1.18%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
26	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,127,008	1.17%	+422,482	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,084,821	1.15%	+104,584	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,052,026	1.13%	+325,203	Jun 30, 2026	carried, not yet filed for the newest quarter
29	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,040,051	1.12%	+2,040,051	Jun 30, 2026	carried, not yet filed for the newest quarter
30	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,004,550	1.10%	+188,620	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	1,385,290	0.76%	+84,400	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
30.2	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	250,600	0.14%	+27,620	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
30.3	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	301	0.00%	+31	Jun 30, 2026	Columbia ETF Trust I, not summed
31	Pale Fire Capital SE 13F CIK 1922318 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,973,762	1.09%	-1,424,729	Jun 30, 2026	carried, not yet filed for the newest quarter
32	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,775,668	0.98%	+1,484,287	Jun 30, 2026	carried, not yet filed for the newest quarter
33	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,775,398	0.98%	-25,802	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	92,318	0.05%	+12,051	Jun 30, 2026	Northern Funds, not summed
33.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	21,330	0.01%	-12,704	Jul 31, 2026	FlexShares Trust, not summed
33.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,813	0.01%	-709	Jun 30, 2026	Northern Funds, not summed
34	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,751,878	0.96%	+728,342	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	73,670	0.04%	—	Jun 30, 2026	AQR Funds, not summed
35	Counterpoint Mutual Funds LLC 13F CIK 1698461 · Registered investment adviser · Sep 30, 2026	1,650,165	0.91%	+1,502,488	Sep 30, 2026
35.1	Counterpoint Tactical Equity Fund Fund S000051248 · Registered fund · Jun 30, 2026 NORTHERN LIGHTS FUND TRUST III, not summed	147,677	0.08%	+44,820	Jun 30, 2026	NORTHERN LIGHTS FUND TRUST III, not summed
36	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,338,291	0.74%	+190,930	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	408,500	0.22%	-100,000	Jun 30, 2026	Bridgeway Funds, Inc., not summed
36.2	Small-Cap Value Fund Fund S000004427 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	250,001	0.14%	—	Jun 30, 2026	Bridgeway Funds, Inc., not summed
37	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,324,231	0.73%	+438,705	Jun 30, 2026	carried, not yet filed for the newest quarter
38	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,303,670	0.72%	-34,973	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	293	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,193,405	0.66%	+26,339	Jun 30, 2026	carried, not yet filed for the newest quarter
40	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,155,283	0.64%	-294,603	Jun 30, 2026	carried, not yet filed for the newest quarter
41	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,145,099	0.63%	+517,682	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	119,341	0.07%	-8,111	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
41.2	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	81,459	0.04%	-6,131	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
41.3	Putnam Dynamic Asset Allocation Conservative Fund Fund S000000779 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	12,861	0.01%	-870	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
41.4	Putnam Dynamic Asset Allocation Equity Fund Fund S000024760 · Registered fund · May 31, 2026 Putnam Funds Trust, not summed	8,429	0.00%	—	May 31, 2026	Putnam Funds Trust, not summed
41.5	Putnam Multi-Asset Income Fund Fund S000067964 · Registered fund · May 31, 2026 Putnam Asset Allocation Funds, not summed	8,138	0.00%	0	May 31, 2026	Putnam Asset Allocation Funds, not summed
42	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	991,742	0.55%	+715,073	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	644,098	0.35%	+311,087	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
43	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	915,062	0.50%	+32,209	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
44	Freestone Grove Partners LP 13F CIK 2007591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	865,349	0.48%	-644,605	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	811,385	0.45%	-2,210,165	Jun 30, 2026	carried, not yet filed for the newest quarter
46	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	805,172	0.44%	+86,460	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	792,261	0.44%	+83,168	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
46.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	12,121	0.01%	+7,453	Jul 31, 2026	Principal Funds, Inc, not summed
47	Union Square Park Capital Management, LLC 13F CIK 1666231 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	800,000	0.44%	+800,000	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	775,333	0.43%	0	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
49	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	770,294	0.42%	+182,611	Jun 30, 2026	carried, not yet filed for the newest quarter
50	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	760,504	0.42%	+730,381	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,989,339	1.09%	+232,511	Jul 31, 2026	Fidelity Salem Street Trust, not summed
50.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	943,731	0.52%	+438,717	May 31, 2026	Fidelity Concord Street Trust, not summed
50.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	722,440	0.40%	+33,818	Jun 30, 2026	Fidelity Covington Trust, not summed
50.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	328,461	0.18%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
50.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	270,096	0.15%	+12,346	May 31, 2026	Fidelity Concord Street Trust, not summed

43 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 474 holders

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

Key facts CIK 1477449 CUSIP 87918A105 13F (30d) 38 filings 37 filers Visit website Investor relations