WDFC · Wd 40 Co · Shareholders & Ownership

$214.40 +1.69 (+0.79%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.85B

13.42M

Volume · Oct 26 49.05K Avg daily vol (3M) 123.81K

Every disclosed holder of WDFC 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 WDFC

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)	378	11,752,386	87.57%	Yes
Insiders (Forms 3, 4, 5)	18	124,764	0.93%	Yes
13D/G-only blocks	1	324,004	2.41%	Yes
Remaining	—	1,219,942	9.09%	Rest
Registered funds (N-PORT, not summed)	305	6,382,169	47.55%	No

Shares outstanding: 13,421,096, 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 WDFC

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	2,075,743	15.47%	+55,768	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	810,662	6.04%	+1,008	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	354,102	2.64%	+23,917	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	126,545	0.94%	+15,322	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	71,325	0.53%	+2,813	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	47,486	0.35%	-6,515	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,075,929	8.02%	+37,790	Jun 30, 2026	carried, not yet filed for the newest quarter
3	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	629,021	4.69%	-5,313	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	604,460	4.50%	-1,194	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	549,199	4.09%	+22,797	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	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	123,829	0.92%	+1,790	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	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	44,487	0.33%	+2,540	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	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	28,324	0.21%	-476	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	4,653	0.03%	-100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	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	2,884	0.02%	+40	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	441,406	3.29%	+33,935	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	426,054	3.17%	-4,528	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	377,541	2.81%	-91,995	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	74,503	0.56%	-1,547	Jun 30, 2026	AB TRUST, not summed
8.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	22,463	0.17%	-7,921	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
8.3	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	22,397	0.17%	-2,470	Jun 30, 2026	AB CAP FUND, INC., not summed
8.4	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	17,925	0.13%	+3,455	Jun 30, 2026	Bernstein Fund Inc, not summed
8.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	730	0.01%	-254	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
9	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	348,519	2.60%	-62,793	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	25,068	0.19%	-4,973	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
9.2	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	14,409	0.11%	+2,957	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
9.3	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	3,581	0.03%	+183	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
9.4	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	1,306	0.01%	+239	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
9.5	First Trust Horizon Managed Volatility Small/Mid ETF Fund S000068212 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund III, not summed	1,149	0.01%	+133	Jul 31, 2026	First Trust Exchange-Traded Fund III, not summed
10	APG Asset Management US Inc. 13G CIK 1323255 · Registered investment adviser · Mar 31, 2025 Rule 13d-1(b), qualified institution	324,004	2.41%	-696,269	Mar 31, 2025	Rule 13d-1(b), qualified institution
11	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	318,011	2.37%	-72,270	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
12	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	311,574	2.32%	+17,297	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	60,239	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	47,334	0.35%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	44,261	0.33%	+1,793	Jul 31, 2026	Dimensional ETF Trust, not summed
12.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	29,431	0.22%	+5,827	Jul 31, 2026	Dimensional ETF Trust, not summed
12.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	20,432	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	308,898	2.30%	-2,408	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	298,710	2.23%	+52,891	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Columbia Acorn Fund Fund S000009184 · Registered fund · Jun 30, 2026 COLUMBIA ACORN TRUST, not summed	135,349	1.01%	-11,003	Jun 30, 2026	COLUMBIA ACORN TRUST, not summed
14.2	Columbia Variable Portfolio - Acorn Fund Fund S000008981 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed	26,135	0.19%	-2,009	Jun 30, 2026	COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed
14.3	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	20,131	0.15%	-1,402	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
14.4	Columbia Global Opportunities Fund Fund S000031367 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	255	0.00%	—	Jul 31, 2026	Columbia Funds Series Trust II, not summed
14.5	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	20	0.00%	+2	Jun 30, 2026	Columbia ETF Trust I, not summed
15	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	275,985	2.06%	-477	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	THRIVENT MID CAP STOCK FUND Fund S000001345 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	131,322	0.98%	-25,122	Jul 31, 2026	Thrivent Mutual Funds, not summed
15.2	THRIVENT MID CAP STOCK PORTFOLIO Fund S000001420 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	95,144	0.71%	-234	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
15.3	THRIVENT SMALL CAP INDEX PORTFOLIO Fund S000001446 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	8,835	0.07%	-167	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
15.4	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	4,245	0.03%	-448	Jul 31, 2026	Thrivent Mutual Funds, not summed
15.5	THRIVENT MODERATE ALLOCATION PORTFOLIO Fund S000001438 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	1,055	0.01%	+51	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	252,684	1.88%	-52,100	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	10	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	237,838	1.77%	+151,500	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	11,662	0.09%	+10,829	Jul 31, 2026	Goldman Sachs Trust, not summed
17.2	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	9,676	0.07%	—	Jun 30, 2026	Goldman Sachs Trust, not summed
17.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	9,483	0.07%	+6,419	Jul 31, 2026	Goldman Sachs Trust, not summed
17.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	6,675	0.05%	-107	May 31, 2026	Goldman Sachs ETF Trust, not summed
17.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	2,964	0.02%	+667	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
18	GENEVA CAPITAL MANAGEMENT LLC 13F CIK 1009232 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	222,836	1.66%	-59,613	Jun 30, 2026	carried, not yet filed for the newest quarter
19	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	212,756	1.59%	+193,880	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	90,132	0.67%	—	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
20	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	205,314	1.53%	+83,504	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Ophir Asset Management Pty Ltd 13F CIK 1844640 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	202,300	1.51%	+96,545	Jun 30, 2026	carried, not yet filed for the newest quarter
22	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	185,690	1.38%	+4,843	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Royce Premier Fund Fund S000009505 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	47,754	0.36%	+4,817	Jun 30, 2026	ROYCE FUND, not summed
22.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	37,743	0.28%	+1,212	Jun 30, 2026	ROYCE FUND, not summed
23	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	178,017	1.33%	+4,251	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	176,076	1.31%	-27,400	Jun 30, 2026	carried, not yet filed for the newest quarter
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	157,943	1.18%	+11,500	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,936	0.05%	+581	Jun 30, 2026	Northern Funds, not summed
25.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,624	0.01%	-46	Jun 30, 2026	Northern Funds, not summed
25.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	790	0.01%	+328	Jul 31, 2026	FlexShares Trust, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	154,522	1.15%	+4,412	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	154,213	1.15%	+1,954	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	64,736	0.48%	-872	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	33,220	0.25%	+3,360	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	18,452	0.14%	-1,461	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	8,317	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	7,752	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28	Conestoga Capital Advisors, LLC 13F CIK 1163744 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	126,199	0.94%	-64,001	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	CONESTOGA SMALL CAP FUND Fund S000004756 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	70,000	0.52%	-54,076	Jun 30, 2026	Conestoga Funds, not summed
29	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	119,691	0.89%	+1,123	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	521	0.00%	+31	Jul 31, 2026	BNY Mellon ETF Trust, not summed
30	Virtus KAR Small-Cap Value Fund Fund S000021181 · Registered fund · Jun 30, 2026 Virtus Equity Trust, not summed	108,107	0.81%	-6,000	Jun 30, 2026	Virtus Equity Trust, not summed
31	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	103,823	0.77%	+17,678	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	52,270	0.39%	-1,030	Jul 31, 2026	TIAA-CREF Funds, not summed
31.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	18,079	0.13%	+1,606	Jul 31, 2026	TIAA-CREF Funds, not summed
31.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	16,170	0.12%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
31.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	10,576	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
31.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	1,084	0.01%	-27	Jun 30, 2026	TIAA-CREF Life Funds, not summed
32	VANGUARD CONSUMER STAPLES INDEX FUND Fund S000004447 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	101,915	0.76%	+4,401	May 31, 2026	VANGUARD WORLD FUND, not summed
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	96,780	0.72%	+3,001	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	85,295	0.64%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
35	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	80,653	0.60%	+20,216	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	76,102	0.57%	+398	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
37	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	76,079	0.57%	+5,474	Jun 30, 2026	carried, not yet filed for the newest quarter
38	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	75,672	0.56%	+677	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	9,915	0.07%	-686	Jul 31, 2026	Principal Funds, Inc, not summed
38.2	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	9,749	0.07%	+708	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
38.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,184	0.01%	+328	Jul 31, 2026	Principal Funds, Inc, not summed
39	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	75,146	0.56%	+2,651	Jun 30, 2026	carried, not yet filed for the newest quarter
40	JONES FINANCIAL COMPANIES LLLP 13F CIK 815917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	74,740	0.56%	+17,744	Jun 30, 2026	carried, not yet filed for the newest quarter
41	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	71,894	0.54%	+15,629	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	69,937	0.52%	+2,489	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
43	Nationwide Geneva Small Cap Growth Fund Fund S000041104 · Registered fund · Jul 31, 2026 Nationwide Mutual Funds, not summed	69,057	0.51%	-12,972	Jul 31, 2026	Nationwide Mutual Funds, not summed
44	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	55,775	0.42%	-1,132	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	54,431	0.41%	+1,426	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
46	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	52,053	0.39%	-12,747	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	10,608	0.08%	+366	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
46.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	10,537	0.08%	-103	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
46.3	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	8,664	0.06%	+28	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
46.4	Invesco S&P SmallCap Consumer Staples ETF Fund S000028296 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	5,954	0.04%	-6,303	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
46.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	3,034	0.02%	-698	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
47	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	50,592	0.38%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
48	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	46,744	0.35%	+310	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
49	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	46,176	0.34%	-2,070	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Bridge Builder Small/Mid Cap Growth Fund Fund S000048336 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	44,980	0.34%	+156	Jun 30, 2026	Bridge Builder Trust, not summed

48 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 105132 CUSIP 929236107 13F (30d) 61 filings 57 filers Visit website Investor relations