VCTR · Victory Capital Holdings, Inc. · Shareholders & Ownership

$109.19 +0.74 (+0.68%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$6.62B

61.51M

Volume · Oct 20 450.12K Avg daily vol (3M) 643.59K

Every disclosed holder of VCTR 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 VCTR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	364	48,764,095	79.28%	Yes
Insiders (Forms 3, 4, 5)	11	6,493,074	10.56%	Yes
13D/G-only blocks	1	1,234,795	2.01%	Yes
Remaining	—	5,017,608	8.16%	Rest
Registered funds (N-PORT, not summed)	314	22,331,169	36.31%	No

Shares outstanding: 61,509,572, the issuer's latest cover-page count restated onto today's split basis.

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 VCTR

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	6,961,189	11.32%	-5,785	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	2,787,905	4.53%	-62,148	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,105,448	1.80%	-245	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	282,121	0.46%	—	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	270,285	0.44%	+4,169	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	139,398	0.23%	-22,855	Jun 30, 2026	iShares Trust, not summed
2	BAHL & GAYNOR INC 13F CIK 872259 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,044,278	4.95%	+340,047	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Bahl & Gaynor Small/Mid Cap Income Growth ETF Fund S000072560 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	745,032	1.21%	-67,142	Jun 30, 2026	ETF Series Solutions, not summed
2.2	Bahl & Gaynor Dividend ETF Fund S000089194 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	277,837	0.45%	+26,474	Jun 30, 2026	ETF Series Solutions, not summed
2.3	Bahl & Gaynor Small Cap Dividend ETF Fund S000089193 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	78,377	0.13%	-7,266	Jun 30, 2026	ETF Series Solutions, not summed
3	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,960,024	4.81%	-94,900	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Amundi Insider CIK 1330387 · Mar 18, 2026 Director, 10% Owner, issuer-wide, not summed	2,954,924	4.80%	-100,000	Mar 18, 2026	Director, 10% Owner, issuer-wide, not summed
4	Crestview Partners II GP, L.P. Insider CIK 1505639 · Oct 12, 2026 Director, issuer-wide, not summed	2,490,519	4.05%	+259	Oct 12, 2026	Director, issuer-wide, not summed
4.1	Crestview Partners II GP, L.P. 13G CIK 1505639 · Unknown · Jun 30, 2026 Rule 13d-1(d), exempt investor, not summed	1,996,158	3.25%	-2,098,848	Jun 30, 2026	Rule 13d-1(d), exempt investor, not summed
4.2	Crestview Partners II GP, L.P. 13F CIK 1505639 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,995,847	3.24%	-2,099,576	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Brown David Craig Insider CIK 1730370 · Aug 13, 2026 Director, issuer-wide	2,442,311	3.97%	+89,473	Aug 13, 2026	Director, issuer-wide
5.1	David C. Brown (In his capacity as a member of the Employee Shareholders Committee) 13D CIK 1730370 · Jul 8, 2024 not summed	8,641,631	14.05%	-671,045	Jul 8, 2024	not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,204,819	3.58%	-39,706	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,972,454	3.21%	-15,095	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,951,467	3.17%	-466,197	Jun 30, 2026	carried, not yet filed for the newest quarter
9	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,893,368	3.08%	+149,903	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	265,034	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	247,583	0.40%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	208,089	0.34%	+5,813	Jul 31, 2026	Dimensional ETF Trust, not summed
9.4	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	199,188	0.32%	+15,301	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	167,018	0.27%	+7,009	Jul 31, 2026	Dimensional ETF Trust, not summed
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,890,321	3.07%	+45,918	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	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	426,082	0.69%	-3,377	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	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	172,904	0.28%	+10,079	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	83,626	0.14%	-2,858	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.4	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	76,086	0.12%	-22,161	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	15,700	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,588,783	2.58%	-41,247	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	1,466,900	2.38%	-529,409	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
13	Policarpo Michael Dennis Insider CIK 1730118 · Aug 13, 2026 President, CFO & CAO, issuer-wide	1,274,887	2.07%	+40,310	Aug 13, 2026	President, CFO & CAO, issuer-wide
14	RCP Opp Fund I GP, L.P. 13G CIK 1621530 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	1,234,795	2.01%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
15	Van Berkom & Associates Inc. 13F CIK 1524408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,224,567	1.99%	-330,291	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	1,197,499	1.95%	+30,510	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Granahan Investment Management, LLC 13F CIK 1026710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,015,343	1.65%	-71,972	Jun 30, 2026	carried, not yet filed for the newest quarter
18	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,008,893	1.64%	+193,489	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	470,388	0.76%	+25,150	Jul 31, 2026	Fidelity Salem Street Trust, not summed
18.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	245,777	0.40%	-5,206	May 31, 2026	Fidelity Concord Street Trust, not summed
18.3	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	161,480	0.26%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
18.4	Fidelity Small Cap Stock Fund Fund S000055369 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	120,500	0.20%	+6,000	Jul 31, 2026	Fidelity Concord Street Trust, not summed
18.5	Fidelity Advisor Value Strategies Fund Fund S000005117 · Registered fund · May 31, 2026 Fidelity Advisor Series I, not summed	96,100	0.16%	—	May 31, 2026	Fidelity Advisor Series I, not summed
19	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,001,129	1.63%	+679,865	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	1,788	0.00%	-86	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
20	DEMARTINI RICHARD M Insider CIK 1189874 · Oct 12, 2026 Director, issuer-wide	919,573	1.50%	—	Oct 12, 2026	Director, issuer-wide
21	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	892,215	1.45%	-100,962	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	315,963	0.51%	-151,076	Jul 31, 2026	Franklin Value Investors Trust, not summed
21.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	122,807	0.20%	-14,063	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
21.3	Franklin Mutual Small-Mid Cap Value Fund Fund S000007354 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	19,881	0.03%	-5,773	Jul 31, 2026	Franklin Value Investors Trust, not summed
21.4	Franklin U.S. Small Cap Multifactor Index ETF Fund S000057202 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	1,344	0.00%	—	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
22	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	819,375	1.33%	-188,030	Jun 30, 2026	carried, not yet filed for the newest quarter
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	686,893	1.12%	+138,718	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	39,304	0.06%	-3,341	May 31, 2026	Goldman Sachs Trust, not summed
23.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	11,571	0.02%	-1,442	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,150	0.00%	+534	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
24	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	634,200	1.03%	-115,400	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	63,800	0.10%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
25	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	627,428	1.02%	+525,331	May 31, 2026	American Century ETF Trust, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	583,036	0.95%	-5,415	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	228,469	0.37%	-4,722	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	110,495	0.18%	-1,034	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	104,720	0.17%	+5,976	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	31,590	0.05%	+2,269	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	28,972	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	573,004	0.93%	-17,333	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	530,519	0.86%	+1,461	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	529,249	0.86%	-54,140	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Royce Premier Fund Fund S000009505 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	134,637	0.22%	-15,363	Jun 30, 2026	ROYCE FUND, not summed
29.2	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	121,389	0.20%	+8,711	Jun 30, 2026	ROYCE FUND, not summed
29.3	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	25,645	0.04%	-22,255	Jun 30, 2026	ROYCE FUND, not summed
30	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	525,000	0.85%	-125,000	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Impax Small Cap Fund Fund S000021459 · Registered fund · Jun 30, 2026 IMPAX FUNDS SERIES TRUST I, not summed	525,000	0.85%	-125,000	Jun 30, 2026	IMPAX FUNDS SERIES TRUST I, not summed
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	500,061	0.81%	+5,036	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,640	0.00%	+24	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	496,693	0.81%	+31,379	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	21,758	0.04%	+704	Jun 30, 2026	Northern Funds, not summed
33.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,555	0.02%	—	Jun 30, 2026	Northern Funds, not summed
33.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	9,070	0.01%	+446	Jul 31, 2026	FlexShares Trust, not summed
33.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,644	0.01%	-218	Jun 30, 2026	Northern Funds, not summed
34	Annex Advisory Services, LLC 13F CIK 1542287 · Registered investment adviser · Sep 30, 2026	466,622	0.76%	-115,362	Sep 30, 2026
35	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	458,978	0.75%	+153,654	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	29	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
36	Rappaport Alan Insider CIK 1495443 · Oct 12, 2026 Director, issuer-wide	456,262	0.74%	+597	Oct 12, 2026	Director, issuer-wide
37	HURST ROBERT J/NY Insider CIK 1090366 · Jul 10, 2025 Director, issuer-wide	444,830	0.72%	+10	Jul 10, 2025	Director, issuer-wide
38	TimesSquare Capital Management, LLC 13F CIK 1313816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	443,189	0.72%	-83,422	Jun 30, 2026	carried, not yet filed for the newest quarter
39	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	441,803	0.72%	+62,116	Jun 30, 2026	carried, not yet filed for the newest quarter
40	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	393,900	0.64%	-178,495	Jun 30, 2026	carried, not yet filed for the newest quarter
41	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	379,372	0.62%	+14,246	Jun 30, 2026	carried, not yet filed for the newest quarter
42	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	375,703	0.61%	+263,723	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	70,863	0.12%	-5,623	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
42.2	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	14,540	0.02%	-2,136	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
42.3	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	99	0.00%	+8	Jun 30, 2026	Columbia ETF Trust I, not summed
43	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	367,595	0.60%	-41,475	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	164,230	0.27%	-3,260	Jul 31, 2026	TIAA-CREF Funds, not summed
43.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	56,933	0.09%	+3,978	Jul 31, 2026	TIAA-CREF Funds, not summed
43.3	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	43,914	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
43.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	37,467	0.06%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
43.5	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	35,650	0.06%	-22,463	Jun 30, 2026	College Retirement Equities Fund, not summed
44	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	363,375	0.59%	-12,740	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
45	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	362,226	0.59%	+14,700	Jun 30, 2026	Capitol Series Trust, not summed
46	Capital Group U.S. Small and Mid Cap ETF Fund S000088874 · Registered fund · May 31, 2026 Capital Group Equity ETF Trust I, not summed	359,741	0.58%	+51,511	May 31, 2026	Capital Group Equity ETF Trust I, not summed
47	BASSWOOD CAPITAL MANAGEMENT, L.L.C. 13F CIK 1085393 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	338,957	0.55%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Dhillon Mannik S. Insider CIK 2006182 · Aug 13, 2026 President Investment Franchise, issuer-wide	317,624	0.52%	+9,938	Aug 13, 2026	President Investment Franchise, issuer-wide
49	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	316,923	0.52%	-14,386	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	309,891	0.50%	+69,919	Jun 30, 2026	carried, not yet filed for the newest quarter

62 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.

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Key facts CIK 1570827 CUSIP 92645B103 13F (30d) 54 filings 50 filers Visit website Investor relations