UCTT · Ultra Clean Holdings, Inc. · Shareholders & Ownership

$51.57 -1.23 (-2.33%) At close · Oct 20

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.33B

45.28M

Volume · Oct 20 943.22K Avg daily vol (3M) 1.14M

Every disclosed holder of UCTT 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 UCTT

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)	429	45,982,352	101.56%	Yes
Insiders (Forms 3, 4, 5)	19	917,428	2.03%	Yes
13D/G-only blocks	3	5,242,347	11.58%	Yes
Remaining	—	6,865,098	-15.16%	Negative
Registered funds (N-PORT, not summed)	341	25,512,409	56.35%	No

Shares outstanding: 45,277,029, 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 UCTT

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	6,919,992	15.28%	+87,373	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,700,683	5.96%	-24,301	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,154,845	2.55%	+62,060	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	415,331	0.92%	+389,496	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	385,912	0.85%	-57,111	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	82,949	0.18%	+9,701	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,124,839	6.90%	+1,464,890	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Invesco Ltd. 13G CIK 914208 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,145,489	6.95%	-254,345	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,820,179	4.02%	+386,218	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
2.3	Invesco Semiconductors ETF Fund S000003032 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	869,554	1.92%	-230,393	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
2.4	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	172,812	0.38%	—	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
2.5	Invesco Dorsey Wright Technology Momentum ETF Fund S000013110 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	145,499	0.32%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,757,438	6.09%	-44,812	Jun 30, 2026	carried, not yet filed for the newest quarter
4	FRONTIER CAPITAL MANAGEMENT CO.,LLC 13G CIK 1216488 · Investment adviser · Jun 30, 2025 Rule 13d-1(b), qualified institution	2,754,163	6.08%	+575,979	Jun 30, 2025	Rule 13d-1(b), qualified institution
5	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,580,132	5.70%	+2,580,132	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Capital World Investors 13G CIK 1422849 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,580,132	5.70%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	2,381,374	5.26%	—	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,909,026	4.22%	-7,475	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	2,248,424	4.97%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,802,261	3.98%	-35,563	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	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	410,759	0.91%	+313	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	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	232,219	0.51%	-5,477	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	31,206	0.07%	-88,821	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	15,898	0.04%	+400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	7,864	0.02%	+120	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,360,211	3.00%	-108,667	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,350,679	2.98%	-13,866	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,317,631	2.91%	+176,851	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,309,202	2.89%	+246,826	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	167,279	0.37%	+42,291	Jun 30, 2026	Driehaus Mutual Funds, not summed
12.2	Driehaus Micro Cap Growth Fund Fund S000042829 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	81,440	0.18%	+14,609	Jun 30, 2026	Driehaus Mutual Funds, not summed
13	SHAPIRO CAPITAL MANAGEMENT LLC 13G CIK 1177244 · Registered investment adviser · Dec 31, 2025 Rule 13d-1(b), qualified institution	1,276,967	2.82%	-2,806,437	Dec 31, 2025	Rule 13d-1(b), qualified institution
14	Swedbank Robur Fonder AB 13G CIK 1547676 · Non-US institution · Sep 30, 2024 Rule 13d-1(b), qualified institution	1,211,217	2.68%	-1,223,007	Sep 30, 2024	Rule 13d-1(b), qualified institution
15	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,135,268	2.51%	+3,909	May 31, 2026	VANGUARD WORLD FUND, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	949,354	2.10%	-62,424	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	166,252	0.37%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	147,335	0.33%	+9,820	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	143,892	0.32%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
16.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	82,257	0.18%	+9,342	Jul 31, 2026	Dimensional ETF Trust, not summed
16.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	75,045	0.17%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	793,936	1.75%	+736,754	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	AB Small Cap Growth Portfolio Fund S000010309 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	333,840	0.74%	+230,400	Jun 30, 2026	AB CAP FUND, INC., not summed
17.2	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	44,692	0.10%	—	Jun 30, 2026	Bernstein Fund Inc, not summed
17.3	AB Small Cap Growth Portfolio Fund S000010435 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	6,406	0.01%	—	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	739,967	1.63%	-100,489	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	271,850	0.60%	-43,732	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	218,433	0.48%	-1,249	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	109,015	0.24%	+11,063	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	58,767	0.13%	-13,448	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	28,390	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	667,532	1.47%	-1,119,919	Jun 30, 2026	carried, not yet filed for the newest quarter
20	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	666,496	1.47%	-93,001	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	150,035	0.33%	+31,886	Jun 30, 2026	ROYCE FUND, not summed
20.2	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	87,360	0.19%	-44,400	Jun 30, 2026	ROYCE FUND, not summed
20.3	Royce Micro-Cap Fund Fund S000009506 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	51,555	0.11%	-27,096	Jun 30, 2026	ROYCE FUND, not summed
20.4	Royce Capital Fund - Micro-Cap Portfolio Fund S000009496 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	17,089	0.04%	-8,074	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
21	OBERWEIS ASSET MANAGEMENT INC/ 13F CIK 937886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	647,276	1.43%	+6,800	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Oberweis Micro-Cap Fund Fund S000010231 · Registered fund · Jun 30, 2026 OBERWEIS FUNDS, not summed	621,300	1.37%	+8,000	Jun 30, 2026	OBERWEIS FUNDS, not summed
22	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	624,028	1.38%	+211,329	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	398,169	0.88%	—	May 29, 2026	Delaware Group Equity Funds V, not summed
23	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	619,802	1.37%	-563,455	Jun 30, 2026	carried, not yet filed for the newest quarter
24	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	609,851	1.35%	+28,720	Jun 30, 2026	carried, not yet filed for the newest quarter
25	PARADIGM CAPITAL MANAGEMENT INC/NY 13F CIK 1037792 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	608,200	1.34%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
26	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	549,240	1.21%	-362,460	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	136	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	513,913	1.14%	+7,152	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	492,608	1.09%	+17,535	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	491,504	1.09%	+33,362	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	22,755	0.05%	+1,923	Jun 30, 2026	Northern Funds, not summed
29.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,644	0.02%	-218	Jun 30, 2026	Northern Funds, not summed
29.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,528	0.01%	-398	Jul 31, 2026	FlexShares Trust, not summed
30	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	425,191	0.94%	-28,829	Jun 30, 2026	carried, not yet filed for the newest quarter
31	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	388,205	0.86%	-297,231	Jun 30, 2026	carried, not yet filed for the newest quarter
32	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	373,497	0.82%	+49,621	Jun 30, 2026	carried, not yet filed for the newest quarter
33	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	356,678	0.79%	+339,734	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	200,497	0.44%	—	Jun 30, 2026	Putnam Funds Trust, not summed
33.2	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	3,075	0.01%	—	Jun 30, 2026	Putnam Variable Trust, not summed
34	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	348,875	0.77%	+177,273	Jun 30, 2026	carried, not yet filed for the newest quarter
35	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	347,930	0.77%	-86,170	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	108,156	0.24%	-203,354	Jul 31, 2026	First Eagle Funds, not summed
35.2	First Eagle US Smid Cap Opportunity Fund Fund S000077255 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	5,000	0.01%	-15,000	Jul 31, 2026	First Eagle Funds, not summed
36	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	346,319	0.76%	-50,793	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
37	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	345,842	0.76%	-157,486	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	58,673	0.13%	-8,380	May 31, 2026	Goldman Sachs Trust, not summed
37.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	17,624	0.04%	+3,737	Jul 31, 2026	Goldman Sachs Trust, not summed
37.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	16,136	0.04%	-890	May 31, 2026	Goldman Sachs ETF Trust, not summed
37.4	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	14,548	0.03%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
37.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	4,822	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
38	Column Small Cap Select Fund Fund S000082920 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	342,687	0.76%	-19,575	Aug 31, 2026	Trust for Professional Managers, not summed
39	PINNACLE ASSOCIATES LTD 13F CIK 743127 · Registered investment adviser · Sep 30, 2026	329,131	0.73%	-70,803	Sep 30, 2026
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	318,922	0.70%	+26,132	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	315,916	0.70%	+157,660	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Allspring Opportunity Fund Fund S000007344 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	127,028	0.28%	-2,292	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
41.2	Allspring Emerging Growth Fund Fund S000015703 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	24,074	0.05%	—	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
41.3	Allspring VT Small Cap Growth Fund Fund S000007228 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	15,453	0.03%	—	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
41.4	Allspring Disciplined Small Cap Fund Fund S000007342 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	11,762	0.03%	+771	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
41.5	Allspring VT Opportunity Fund Fund S000007227 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	10,835	0.02%	-233	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
42	FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Fund S000060086 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	308,400	0.68%	+2,000	Jun 30, 2026	Capitol Series Trust, not summed
43	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	304,604	0.67%	-3,699	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
44	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	303,078	0.67%	-56,867	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	31,318	0.07%	-7,727	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
44.2	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	27,054	0.06%	-4,048	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
44.3	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	24,816	0.05%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
44.4	Multi-Strategy Income Fund Fund S000048356 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	10,943	0.02%	-1,773	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
44.5	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	7,546	0.02%	-2,600	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
45	ION Fund Management Ltd 13F CIK 2105906 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	298,000	0.66%	-51,852	Jun 30, 2026	carried, not yet filed for the newest quarter
46	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	293,674	0.65%	-57,622	Jun 30, 2026	carried, not yet filed for the newest quarter
47	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	283,667	0.63%	+283,667	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	270,278	0.60%	-173,375	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,673	0.00%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
49	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	238,610	0.53%	-39,556	Sep 30, 2026
50	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	229,463	0.51%	+8,145	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed

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Key facts CIK 1275014 CUSIP 90385V107 13F (30d) 41 filings 41 filers Visit website Investor relations