URBN · Urban Outfitters Inc · Shareholders & Ownership

$87.33 -0.96 (-1.09%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$7.48B

85.66M

Volume · Oct 23 38.9K Avg daily vol (3M) 1.08M

Every disclosed holder of URBN 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 URBN

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)	425	62,816,684	73.33%	Yes
Insiders (Forms 3, 4, 5)	15	47,855,433	55.87%	Yes
13D/G-only blocks	3	6,964,994	8.13%	Yes
Remaining	—	31,976,930	-37.33%	Negative
Registered funds (N-PORT, not summed)	406	31,697,642	37.00%	No

Shares outstanding: 85,660,181, 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 URBN

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	Hayne Margaret Insider CIK 1426604 · Oct 7, 2026 Director, Co-President & CCO, issuer-wide	23,353,007	27.26%	-91,407	Oct 7, 2026	Director, Co-President & CCO, issuer-wide
1.1	Margaret A. Hayne 13G CIK 1426604 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor, not summed	6,170,117	7.20%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor, not summed
2	HAYNE RICHARD A Insider CIK 940569 · Oct 7, 2026 Director, CEO & Chairman of the Board, 10% Owner, issuer-wide	23,353,007	27.26%	-472	Oct 7, 2026	Director, CEO & Chairman of the Board, 10% Owner, issuer-wide
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,681,345	10.13%	-563,202	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,094,439	3.61%	-136,372	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,491,510	1.74%	-102,798	Jun 30, 2026	iShares Trust, not summed
3.3	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	461,349	0.54%	-2,886	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	336,451	0.39%	-27,955	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	205,101	0.24%	+18,832	Jun 30, 2026	iShares Trust, not summed
4	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,688,302	5.47%	+318,309	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	634,761	0.74%	-11,099	Jul 31, 2026	Fidelity Salem Street Trust, not summed
4.2	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	462,645	0.54%	-86,500	Jul 31, 2026	Fidelity Securities Fund, not summed
4.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	370,361	0.43%	-8,786	Jun 30, 2026	Fidelity Covington Trust, not summed
4.4	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	360,759	0.42%	+20,437	Jun 30, 2026	Fidelity Contrafund, not summed
4.5	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	358,425	0.42%	+59,900	Jul 31, 2026	Fidelity Concord Street Trust, not summed
5	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,573,363	5.34%	+259,425	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,573,363	5.34%	+186,352	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	695,610	0.81%	+69,674	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	639,975	0.75%	+55,652	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	580,115	0.68%	0	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	538,630	0.63%	+58,467	Jul 31, 2026	Dimensional ETF Trust, not summed
6	David A. Hayne 13D CIK 1679099 · Unknown · Dec 10, 2025	4,521,587	5.28%	—	Dec 10, 2025
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,515,756	4.10%	-85,547	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,676,486	3.12%	-37,059	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	469,433	0.55%	-17,503	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	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	294,693	0.34%	+10,836	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S&P(R) Retail ETF Fund S000012322 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	70,848	0.08%	+22,674	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	20,150	0.02%	-2,500	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	13,129	0.02%	+162	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,658,806	3.10%	+387,630	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,605,350	3.04%	-107,491	Jun 30, 2026	carried, not yet filed for the newest quarter
11	TURTLE CREEK ASSET MANAGEMENT INC. 13G CIK 1484148 · Non-US institution · Dec 31, 2023 Rule 13d-1(b), qualified institution	2,347,401	2.74%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
12	ABRAMS BISON INVESTMENTS, LLC 13F CIK 1317588 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,230,873	2.60%	+4,873	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	2,055,522	2.40%	+293,433	May 31, 2026	American Century ETF Trust, not summed
14	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,903,069	2.22%	-93,810	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,633,242	1.91%	-48,673	Jun 30, 2026	carried, not yet filed for the newest quarter
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,524,308	1.78%	-39,633	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	1,374,660	1.60%	-72,778	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,092,629	1.28%	-5,127	Jun 30, 2026	carried, not yet filed for the newest quarter
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,014,179	1.18%	-77,633	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	258,839	0.30%	-2,144	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	254,274	0.30%	-31,570	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	145,984	0.17%	+402	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.4	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	141,291	0.16%	-1,701	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	69,787	0.08%	+2,205	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	982,065	1.15%	+621,875	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	409,351	0.48%	+292,200	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
20.2	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	359,657	0.42%	-1,754	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
20.3	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	173,034	0.20%	-187	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
20.4	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	93,855	0.11%	0	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
20.5	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	80,524	0.09%	+4,861	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	870,515	1.02%	-51,215	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	870,414	1.02%	-449	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Global Endurance Portfolio Fund S000063049 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	7,086	0.01%	+929	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
22.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	122	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	780,392	0.91%	+112,368	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	50,439	0.06%	-2,140	May 31, 2026	Goldman Sachs Trust, not summed
23.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	27,795	0.03%	+8,517	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	14,310	0.02%	-1,098	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.4	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	6,425	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
23.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,320	0.01%	+1,271	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	741,351	0.87%	-239,779	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	738,454	0.86%	-310,868	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	787,611	0.92%	-73,319	May 29, 2026	Delaware Group Equity Funds V, not summed
26	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	691,160	0.81%	+462,348	Jun 30, 2026	carried, not yet filed for the newest quarter
27	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	658,139	0.77%	-10,547	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	641,364	0.75%	-9,479	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	29,397	0.03%	-1,071	Jun 30, 2026	Northern Funds, not summed
28.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	12,573	0.01%	0	Jun 30, 2026	Northern Funds, not summed
28.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	10,902	0.01%	-494	Jul 31, 2026	FlexShares Trust, not summed
28.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,267	0.01%	-207	Jun 30, 2026	Northern Funds, not summed
29	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	593,986	0.69%	-426,032	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	589,348	0.69%	-11,190	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	567,856	0.66%	+129,602	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	538,172	0.63%	+153,214	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	38,400	0.04%	-40,887	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
32.2	Allspring SMID Core ETF Fund S000093515 · Registered fund · Jun 30, 2026 ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed	24,850	0.03%	+8,837	Jun 30, 2026	ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed
32.3	Allspring Disciplined Small Cap Fund Fund S000007342 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	12,912	0.02%	+847	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
33	Hook Mill Capital Partners, LP 13F CIK 1943395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	499,553	0.58%	+45,724	Jun 30, 2026	carried, not yet filed for the newest quarter
34	CHERKEN HARRY S JR Insider CIK 1222395 · Oct 15, 2026 Director, issuer-wide	498,715	0.58%	-5,000	Oct 15, 2026	Director, issuer-wide
35	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	484,761	0.57%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	471,551	0.55%	-32,177	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Engineers Gate Manager LP 13F CIK 1620220 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	428,227	0.50%	+290,698	Jun 30, 2026	carried, not yet filed for the newest quarter
38	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	427,528	0.50%	-151,796	Jun 30, 2026	carried, not yet filed for the newest quarter
39	WEDGE CAPITAL MANAGEMENT L L P/NC 13F CIK 1015308 · Unknown · Sep 30, 2026	409,256	0.48%	-78,635	Sep 30, 2026
40	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	392,916	0.46%	+629	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	141,703	0.17%	+12,242	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
40.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	37,842	0.04%	-4,451	Jul 31, 2026	Principal Funds, Inc, not summed
40.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,376	0.00%	+1,001	Jul 31, 2026	Principal Funds, Inc, not summed
40.4	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,917	0.00%	+506	Jul 31, 2026	Principal Funds, Inc, not summed
41	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	370,875	0.43%	-18,948	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,170	0.00%	+136	Jul 31, 2026	BNY Mellon ETF Trust, not summed
42	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13F CIK 1009016 · Unknown · Sep 30, 2026	366,298	0.43%	+46,118	Sep 30, 2026
43	LAZARD ASSET MANAGEMENT LLC 13F CIK 1207017 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	364,474	0.43%	-39,406	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	362,184	0.42%	-8,336	Jun 30, 2026	carried, not yet filed for the newest quarter
45	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	352,441	0.41%	-22,780	Jun 30, 2026	carried, not yet filed for the newest quarter
46	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	350,183	0.41%	+129,115	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	340,309	0.40%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
48	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	338,182	0.39%	-38,723	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	89,860	0.10%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
48.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	80,322	0.09%	-5,343	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
48.3	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	28,029	0.03%	-7,007	May 31, 2026	Columbia Funds Series Trust II, not summed
48.4	Columbia Integrated Small Cap Growth Fund Fund S000074122 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	4,558	0.01%	-27	May 31, 2026	Columbia Funds Series Trust II, not summed
48.5	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	71	0.00%	-2	Jun 30, 2026	Columbia ETF Trust I, not summed
49	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	335,532	0.39%	+32,153	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
50	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	327,574	0.38%	-29,481	Jun 30, 2026	carried, not yet filed for the newest quarter

90 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 602 holders

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Key facts CIK 912615 CUSIP 917047102 13F (30d) 64 filings 64 filers Visit website Investor relations