WAFD · Wafd Inc · Shareholders & Ownership

$29.22 -0.13 (-0.43%) At close · Oct 31 Q4 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.17B

74.00M

Volume · Oct 30 657.86K Avg daily vol (3M) 954.47K

Every disclosed holder of WAFD 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 WAFD

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)	290	63,319,313	85.57%	Yes
Insiders (Forms 3, 4, 5)	18	1,291,232	1.75%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	9,384,693	12.68%	Rest
Registered funds (N-PORT, not summed)	294	39,134,803	52.89%	No

Shares outstanding: 73,995,238, 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 WAFD

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	10,774,309	14.56%	-269,887	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	4,442,626	6.00%	-139,108	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,827,893	2.47%	-44,752	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	645,048	0.87%	-13,300	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	635,493	0.86%	-54,430	Jun 30, 2026	iShares Trust, not summed
1.5	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	122,949	0.17%	+10,441	Jul 31, 2026	iShares Trust, not summed
2	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,964,442	6.71%	+18,918	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,096,927	1.48%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	624,384	0.84%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	537,135	0.73%	-2,696	Jul 31, 2026	Dimensional ETF Trust, not summed
2.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	431,911	0.58%	+7,791	Jul 31, 2026	Dimensional ETF Trust, not summed
2.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	357,660	0.48%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,755,020	6.43%	-65,525	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,345,763	5.87%	+130,140	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	906,893	1.23%	+114,123	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	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	679,859	0.92%	-5,925	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	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	383,942	0.52%	-13,322	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	377,661	0.51%	-38,046	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	24,524	0.03%	-1,900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,807,514	5.15%	+232,940	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	ALLIANCEBERNSTEIN L.P. 13G CIK 1109448 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,807,514	5.15%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	816,622	1.10%	-5,207	Jun 30, 2026	AB TRUST, not summed
5.3	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	248,254	0.34%	+8,820	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
5.4	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	203,385	0.27%	+11,598	Jun 30, 2026	AB CAP FUND, INC., not summed
5.5	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	122,576	0.17%	-21,780	Jun 30, 2026	Bernstein Fund Inc, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,324,356	4.49%	-102,919	Jun 30, 2026	carried, not yet filed for the newest quarter
7	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,142,312	4.25%	-112,275	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	2,561,804	3.46%	-95,900	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
9	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,416,568	3.27%	+206,221	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	2,342,815	3.17%	-97,163	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	2,146,168	2.90%	+273,700	Aug 31, 2026	American Century ETF Trust, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,987,447	2.69%	+35,117	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,692,542	2.29%	-54,800	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,558,139	2.11%	+19,788	Jun 30, 2026	carried, not yet filed for the newest quarter
15	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,094,307	1.48%	+243,460	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	563,639	0.76%	+79,040	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
15.2	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	205,200	0.28%	—	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
15.3	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	105,938	0.14%	-7,308	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
15.4	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	95,696	0.13%	+923	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
15.5	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	133	0.00%	—	Jun 30, 2026	Columbia ETF Trust I, not summed
16	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,073,435	1.45%	-40,403	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,020,988	1.38%	-37,778	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	350,872	0.47%	-12,309	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	257,869	0.35%	+1,835	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	180,809	0.24%	+13,792	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	67,283	0.09%	-995	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	47,546	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	951,677	1.29%	-122,875	Jun 30, 2026	carried, not yet filed for the newest quarter
19	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	903,179	1.22%	-2,684	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	845,477	1.14%	+3,074	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	831,630	1.12%	+46,033	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	37,653	0.05%	+1,946	Jun 30, 2026	Northern Funds, not summed
21.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	16,682	0.02%	+820	Jul 31, 2026	FlexShares Trust, not summed
21.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,942	0.01%	-198	Jun 30, 2026	Northern Funds, not summed
22	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	790,567	1.07%	+238,720	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	759,092	1.03%	+263,308	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	58,332	0.08%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
23.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	14,068	0.02%	+903	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
23.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	5,198	0.01%	+340	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
24	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	736,410	1.00%	-42,160	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	63	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
25	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	690,969	0.93%	-73,173	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	690,349	0.93%	+14,515	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,906	0.00%	+181	Jul 31, 2026	BNY Mellon ETF Trust, not summed
27	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	566,391	0.77%	+14,690	Jun 30, 2026	carried, not yet filed for the newest quarter
28	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	556,257	0.75%	+348,330	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	538,891	0.73%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
30	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	538,077	0.73%	+13,926	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	192,252	0.26%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
31	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	533,521	0.72%	+1,520	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	103,134	0.14%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
31.2	Hotchkis and Wiley Small Cap Value Fund Fund S000006215 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	41,498	0.06%	+1,400	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
31.3	Hotchkis & Wiley SMID Cap Diversified Value Fund Fund S000091359 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	319	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
32	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	521,358	0.70%	+28,328	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	243,767	0.33%	+13,000	Jun 30, 2026	Victory Portfolios II, not summed
32.2	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	232,497	0.31%	+10,254	Jun 30, 2026	Victory Portfolios II, not summed
32.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	8,401	0.01%	-138	Jul 31, 2026	Victory Portfolios III, not summed
33	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	510,281	0.69%	+5,752	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	151,440	0.20%	+15,799	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
33.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	67,531	0.09%	+2,453	Jul 31, 2026	Principal Funds, Inc, not summed
33.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	54,439	0.07%	-5,191	Jul 31, 2026	Principal Funds, Inc, not summed
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	488,806	0.66%	-1,344	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	460,195	0.62%	+446,261	Jun 30, 2026	carried, not yet filed for the newest quarter
36	MetLife Investment Management, LLC 13F CIK 1529735 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	441,753	0.60%	-91,036	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	427,104	0.58%	+35,781	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
38	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	400,242	0.54%	+124,203	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	142,799	0.19%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
38.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	77,157	0.10%	-6,404	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
38.3	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	57,399	0.08%	+2,913	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
38.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	49,031	0.07%	-1,481	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
38.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	11,822	0.02%	-566	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
39	BEARDALL BRENT J Insider CIK 1200836 · Dec 29, 2025 Director, President & CEO, issuer-wide	372,891	0.50%	-1,233	Dec 29, 2025	Director, President & CEO, issuer-wide
40	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	357,200	0.48%	+58,400	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	110,400	0.15%	+52,500	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
41	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	348,477	0.47%	+13,926	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	345,825	0.47%	+13,926	Jun 30, 2026	EA Series Trust, not summed
41.2	Strive Small-Cap ETF Fund S000078019 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	2,652	0.00%	+48	Jun 30, 2026	EA Series Trust, not summed
42	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	338,027	0.46%	+60,135	Sep 30, 2026
43	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	290,358	0.39%	-6,484	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
44	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Sep 30, 2026	278,026	0.38%	+85,120	Sep 30, 2026
44.1	ProShares Russell 2000 Dividend Growers ETF Fund S000047885 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	191,796	0.26%	—	Aug 31, 2026	ProShares Trust, not summed
44.2	ProShares Russell 2000 High Income ETF Fund S000087688 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	4,260	0.01%	+676	Aug 31, 2026	ProShares Trust, not summed
44.3	ProShares UltraPro Russell2000 Fund S000024921 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	3,027	0.00%	+194	Aug 31, 2026	ProShares Trust, not summed
44.4	ProShares Ultra Russell2000 Fund S000014248 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	2,338	0.00%	-466	Aug 31, 2026	ProShares Trust, not summed
44.5	ProShares Ultra SmallCap600 Fund S000014259 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	884	0.00%	-25	Aug 31, 2026	ProShares Trust, not summed
45	DAVIDSON INVESTMENT ADVISORS 13F CIK 1140771 · Registered investment adviser · Sep 30, 2026	277,398	0.37%	-5,441	Sep 30, 2026
45.1	Davidson Multi-Cap Equity Fund Fund S000022607 · Registered fund · Jun 30, 2026 Advisors Series Trust, not summed	29,056	0.04%	-3,569	Jun 30, 2026	Advisors Series Trust, not summed
46	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · Aug 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	266,580	0.36%	+3,914	Aug 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
47	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	253,855	0.34%	-17,526	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	226,818	0.31%	+34,697	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	95,312	0.13%	+3,410	Jul 31, 2026	TIAA-CREF Funds, not summed
48.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	90,062	0.12%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
48.3	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,049	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
48.4	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	741	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
49	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	220,498	0.30%	+220,498	Jun 30, 2026	carried, not yet filed for the newest quarter
50	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	211,299	0.29%	-331,334	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 936528 CUSIP 938824109 13F (30d) 70 filings 65 filers Visit website Investor relations