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TEX · Terex Corp · Shareholders & Ownership

$53.07 +0.43 (+0.82%)

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$6.08B

114.30M

Volume · Oct 21 1.1M Avg daily vol (3M) 1.29M

Every disclosed holder of TEX 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 TEX

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)	478	117,276,624	102.60%	Yes
Insiders (Forms 3, 4, 5)	25	1,925,900	1.69%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,902,524	-4.29%	Negative
Registered funds (N-PORT, not summed)	471	63,651,771	55.69%	No

Shares outstanding: 114,300,000, 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 TEX

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	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	17,098,462	14.96%	+44,982	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	1,891,608	1.66%	-2,540	Jul 31, 2026	Fidelity Puritan Trust, not summed
1.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,788,076	1.56%	+837,809	May 31, 2026	Fidelity Rutland Square Trust II, not summed
1.3	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,388,906	1.22%	-134,400	Jul 31, 2026	Fidelity Securities Fund, not summed
1.4	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,259,905	1.10%	+150,712	Jul 31, 2026	Fidelity Salem Street Trust, not summed
1.5	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	1,116,594	0.98%	-68,500	Jul 31, 2026	Fidelity Capital Trust, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	14,691,820	12.85%	+657,303	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,908,217	3.42%	+143,766	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,957,360	2.59%	+213,487	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,077,835	0.94%	+524,140	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	573,378	0.50%	-4,171	Jun 30, 2026	iShares Trust, not summed
2.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	212,419	0.19%	+30,193	Jun 30, 2026	Quantitative Master Series LLC, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,738,176	5.02%	-74,477	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,960,237	4.34%	-125,311	Jun 30, 2026	carried, not yet filed for the newest quarter
5	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,412,985	3.86%	-29,450	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	516,993	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	502,528	0.44%	+28,368	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	422,739	0.37%	-92,127	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	404,029	0.35%	-6,263	Jul 31, 2026	Dimensional ETF Trust, not summed
5.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	368,652	0.32%	+20,007	Jul 31, 2026	Dimensional ETF Trust, not summed
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,374,529	3.83%	+257,148	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	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	578,045	0.51%	+22,063	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	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	175,401	0.15%	+387	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	38,784	0.03%	+300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.4	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	14,783	0.01%	+280	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	4,731	0.00%	-227	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,446,626	3.02%	-165,088	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,337,162	2.92%	-411,282	Jun 30, 2026	carried, not yet filed for the newest quarter
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,147,094	2.75%	+282,179	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,489,047	2.18%	-132,445	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,089,710	1.83%	-38,685	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	434,730	0.38%	-8,804	Jun 30, 2026	AB TRUST, not summed
11.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	131,077	0.11%	-4,310	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
11.3	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	99,491	0.09%	-10,610	Jun 30, 2026	AB CAP FUND, INC., not summed
11.4	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	4,397	0.00%	-20	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
11.5	Overlay A Portfolio Fund S000027647 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	1,798	0.00%	0	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,874,736	1.64%	+100,288	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	939,704	0.82%	-11,254	Jun 30, 2026	MFS SERIES TRUST XI, not summed
12.2	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	316,530	0.28%	—	May 31, 2026	MFS SERIES TRUST XIII, not summed
12.3	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	51,658	0.05%	—	May 31, 2026	MFS SERIES TRUST X, not summed
12.4	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	35,003	0.03%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
12.5	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	27,042	0.02%	—	May 31, 2026	MFS Series Trust X, not summed
13	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,852,309	1.62%	+752,830	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	802,148	0.70%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
13.2	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	270,765	0.24%	—	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
13.3	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	150,485	0.13%	—	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
13.4	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	90,320	0.08%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.5	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	58,244	0.05%	+293	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,840,626	1.61%	-54,668	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,830,451	1.60%	-446,645	May 31, 2026	American Century ETF Trust, not summed
16	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,620,296	1.42%	-1,054,153	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Freestone Grove Partners LP 13F CIK 2007591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,610,140	1.41%	+549,823	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,576,116	1.38%	-93,351	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,525,158	1.33%	-85,662	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	547,219	0.48%	-3,156	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	473,634	0.41%	-131,801	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	279,818	0.24%	+33,933	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	116,767	0.10%	-9,363	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	69,976	0.06%	+3,534	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,513,133	1.32%	+155,770	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	245,993	0.22%	+135,276	May 31, 2026	Goldman Sachs Trust, not summed
20.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	57,943	0.05%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
20.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	37,757	0.03%	-378	May 31, 2026	Goldman Sachs ETF Trust, not summed
20.4	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	9,592	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
20.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,579	0.00%	+1,766	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,480,780	1.30%	+87,069	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	74,236	0.06%	+2,742	Jun 30, 2026	Northern Funds, not summed
21.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	58,257	0.05%	+6,234	Jun 30, 2026	Northern Funds, not summed
21.3	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	46,811	0.04%	+21,120	Jun 30, 2026	Northern Funds, not summed
21.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	21,378	0.02%	+1,050	Jul 31, 2026	FlexShares Trust, not summed
21.5	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,133	0.01%	-319	Jun 30, 2026	Northern Funds, not summed
22	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,436,164	1.26%	-52,262	Jun 30, 2026	carried, not yet filed for the newest quarter
23	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,381,341	1.21%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,341,176	1.17%	-137,810	Jun 30, 2026	carried, not yet filed for the newest quarter
25	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,330,026	1.16%	+219,773	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	856,365	0.75%	+128,650	May 29, 2026	Delaware Group Equity Funds V, not summed
25.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	453,800	0.40%	+87,900	Jun 30, 2026	Delaware VIP Trust, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,310,008	1.15%	+42,129	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,306,958	1.14%	+95,652	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	150	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
28	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,294,226	1.13%	-1,138,559	Jun 30, 2026	carried, not yet filed for the newest quarter
29	COOPER CREEK PARTNERS MANAGEMENT LLC 13F CIK 1512162 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,262,489	1.10%	+602,720	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	1,166,751	1.02%	-43,700	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
31	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,130,750	0.99%	+90,810	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	161,231	0.14%	+30,381	Jun 30, 2026	Victory Portfolios, not summed
31.2	Victory RS Partners Fund Fund S000053561 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	126,940	0.11%	+8,310	Jun 30, 2026	Victory Portfolios, not summed
31.3	Victory Pioneer Mid Cap Value Fund Fund S000089757 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	82,545	0.07%	—	Jul 31, 2026	Victory Portfolios IV, not summed
31.4	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	77,359	0.07%	-19,237	Jul 31, 2026	Victory Portfolios III, not summed
31.5	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	44,253	0.04%	-707	Jun 30, 2026	Victory Portfolios, not summed
32	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,039,431	0.91%	+877,600	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	518,550	0.45%	—	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
32.2	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	152,401	0.13%	—	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
32.3	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	82,770	0.07%	—	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
32.4	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	81,212	0.07%	-2,463	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
32.5	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	54,489	0.05%	0	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
33	Schonfeld Strategic Advisors LLC 13F CIK 1665241 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,007,093	0.88%	+293,150	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	942,174	0.82%	+8,129	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,300	0.00%	+268	Jul 31, 2026	BNY Mellon ETF Trust, not summed
35	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	924,613	0.81%	+70,995	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	216,910	0.19%	+54,490	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
35.2	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	35,730	0.03%	-18	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
35.3	William Blair Growth Fund Fund S000008594 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	13,064	0.01%	-3,598	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
36	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	889,977	0.78%	+247,554	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	187,976	0.16%	+63,165	Jun 30, 2026	Driehaus Mutual Funds, not summed
37	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	878,670	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
38	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	808,901	0.71%	+224,764	Jun 30, 2026	carried, not yet filed for the newest quarter
39	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	795,783	0.70%	-6,790	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	SBH SMALL CAP VALUE FUND Fund S000065432 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	111,801	0.10%	0	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
39.2	SBH SMALL CAP CORE FUND Fund S000067438 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	14,315	0.01%	0	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
40	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	779,895	0.68%	+537,337	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	774,856	0.68%	+148,733	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	773,349	0.68%	-331,122	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	755,919	0.66%	-3,318	Jun 30, 2026	carried, not yet filed for the newest quarter
44	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	752,939	0.66%	-245,998	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
45	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	712,117	0.62%	+51,916	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	605,427	0.53%	+38,634	May 31, 2026	GLOBAL X FUNDS, not summed
45.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	55,162	0.05%	+6,569	Jul 31, 2026	GLOBAL X FUNDS, not summed
46	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	675,980	0.59%	+86,201	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	251,575	0.22%	+158,090	Jun 30, 2026	College Retirement Equities Fund, not summed
46.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	150,367	0.13%	+17,730	Jul 31, 2026	TIAA-CREF Funds, not summed
46.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	99,925	0.09%	-5,261	Jul 31, 2026	TIAA-CREF Funds, not summed
46.4	Nuveen Small Cap Select Fund Fund S000005569 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	94,144	0.08%	—	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
46.5	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	44,711	0.04%	—	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
47	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	658,738	0.58%	+81,288	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Kennedy Capital ESG SMID Cap Fund Fund S000063803 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	14,118	0.01%	0	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
47.2	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	5,873	0.01%	+215	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
47.3	Kennedy Capital Small Cap Growth Fund Fund S000076117 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	228	0.00%	+89	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
48	Minneapolis Portfolio Management Group, LLC 13F CIK 1317253 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	637,576	0.56%	-9,222	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	576,025	0.50%	+20,487	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
50	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	567,528	0.50%	+73,617	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 97216 CUSIP 880779103 13F (30d) 60 filings 55 filers Visit website Investor relations