WGO · Winnebago Industries Inc · Shareholders & Ownership

$28.10 +2.46 (+9.59%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$788.33M

28.44M

Volume · Oct 22 1.81M Avg daily vol (3M) 628.58K

Every disclosed holder of WGO 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 WGO

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)	246	29,710,031	104.45%	Yes
Insiders (Forms 3, 4, 5)	17	1,431,302	5.03%	Yes
13D/G-only blocks	2	568,935	2.00%	Yes
Remaining	—	3,266,126	-11.48%	Negative
Registered funds (N-PORT, not summed)	263	12,233,372	43.01%	No

Shares outstanding: 28,444,142, 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 WGO

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	4,870,704	17.12%	+232,019	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	1,703,296	5.99%	+10,648	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	734,511	2.58%	+68,298	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	271,039	0.95%	+38,654	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	242,419	0.85%	-33,230	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	105,451	0.37%	-1,351	May 29, 2026	BlackRock Funds, not summed
2	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,709,531	6.01%	+716,237	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	PZENA INVESTMENT MANAGEMENT LLC 13G CIK 1027796 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,709,531	6.01%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Pzena Small Cap Value Fund Fund S000053713 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	61,962	0.22%	+21,098	May 31, 2026	Advisors Series Trust, not summed
3	Maple Rock Capital Partners Inc. 13F CIK 1658363 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,559,231	5.48%	+389,400	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Maple Rock Capital Partners Inc. 13G CIK 1658363 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,559,231	5.48%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,195,586	4.20%	+5,615	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	1,111,638	3.91%	+8,110	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	258,361	0.91%	-1,346	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	151,677	0.53%	+4,661	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	8,000	0.03%	-1,300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.4	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	6,543	0.02%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF Fund S000033831 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,690	0.01%	+295	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,054,042	3.71%	-526,026	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,054,042	3.71%	-396,798	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	167,020	0.59%	-2,429	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	125,071	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.4	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	104,199	0.37%	-278,018	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	90,103	0.32%	-2,769	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7	COOKE & BIELER LP 13F CIK 24386 · Registered investment adviser · Sep 30, 2026	1,037,909	3.65%	-238,754	Sep 30, 2026
8	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	874,687	3.08%	+23,862	Jun 30, 2026	carried, not yet filed for the newest quarter
9	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	850,825	2.99%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	846,507	2.98%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	728,773	2.56%	-137,638	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	424,965	1.49%	-105,665	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
11.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	135,752	0.48%	-2,180	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
11.3	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	98,485	0.35%	-14,815	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
11.4	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	67,992	0.24%	+8,428	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
11.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	17,781	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
12	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	727,215	2.56%	+212,849	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	69	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	724,502	2.55%	+42,359	Jun 30, 2026	carried, not yet filed for the newest quarter
14	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	669,091	2.35%	+19,299	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	665,173	2.34%	+386,634	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	34,688	0.12%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
15.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,676	0.04%	+168	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,554	0.01%	+1,530	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
16	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	654,571	2.30%	+50,032	Jun 30, 2026	carried, not yet filed for the newest quarter
17	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	582,128	2.05%	-189,790	Sep 30, 2026
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	541,507	1.90%	-123,131	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Fisher Asset Management, LLC 13G CIK 850529 · Investment adviser · Oct 20, 2023 Rule 13d-1(b), qualified institution	539,157	1.90%	—	Oct 20, 2023	Rule 13d-1(b), qualified institution
20	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	454,403	1.60%	+144,580	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	111,800	0.39%	+37,100	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
21	Clark Donald Jeff Insider CIK 1689704 · Oct 10, 2026 GROUP PRESIDENT, issuer-wide	449,844	1.58%	-2,782	Oct 10, 2026	GROUP PRESIDENT, issuer-wide
22	Happe Michael J Insider CIK 1382452 · Oct 15, 2026 Director, PRESIDENT & CEO, issuer-wide	424,989	1.49%	-5,347	Oct 15, 2026	Director, PRESIDENT & CEO, issuer-wide
23	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	351,608	1.24%	+248,408	Jun 30, 2026	carried, not yet filed for the newest quarter
24	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	337,203	1.19%	-77,901	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	332,521	1.17%	+14,481	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,227	0.05%	0	Jun 30, 2026	Northern Funds, not summed
25.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,154	0.05%	+1,139	Jun 30, 2026	Northern Funds, not summed
25.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,441	0.02%	-155	Jun 30, 2026	Northern Funds, not summed
25.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,580	0.01%	-2,424	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	322,293	1.13%	+6,738	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	GENDELL JEFFREY L 13F CIK 1056581 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	321,564	1.13%	+157,880	Jun 30, 2026	carried, not yet filed for the newest quarter
28	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	320,281	1.13%	-166,576	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	55,423	0.19%	-6,084	Jun 30, 2026	AB CAP FUND, INC., not summed
28.2	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	41,766	0.15%	0	Jun 30, 2026	Bernstein Fund Inc, not summed
29	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	309,043	1.09%	+67,056	Jun 30, 2026	carried, not yet filed for the newest quarter
30	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	305,530	1.07%	-81,571	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	141,630	0.50%	-2,282	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
30.2	William Blair Small-Mid Cap Value Fund Fund S000080810 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	461	0.00%	0	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
31	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	274,224	0.96%	+79,363	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	132,153	0.46%	+54,219	Jun 30, 2026	Victory Portfolios II, not summed
31.2	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	96,040	0.34%	+4,087	Jun 30, 2026	Victory Portfolios II, not summed
31.3	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	35,537	0.12%	+20,171	Jul 31, 2026	Victory Portfolios III, not summed
31.4	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	4,775	0.02%	0	May 31, 2026	Victory Portfolios III, not summed
31.5	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	3,132	0.01%	+39	Jul 31, 2026	Victory Portfolios III, not summed
32	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	259,602	0.91%	+22,515	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	254,524	0.89%	+28,236	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	93,149	0.33%	+15,176	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
33.2	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	64,782	0.23%	+1,116	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
33.3	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	34,237	0.12%	+1,095	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
33.4	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	5,068	0.02%	+950	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
33.5	Invesco S&P SmallCap Consumer Discretionary ETF Fund S000028294 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	2,733	0.01%	-593	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
34	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	222,992	0.78%	-88,528	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	32,962	0.12%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
34.2	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	25,538	0.09%	-2,016	Jul 31, 2026	NuShares ETF Trust, not summed
34.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	23,965	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
34.4	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	2,570	0.01%	-1,954	Jun 30, 2026	TIAA-CREF Life Funds, not summed
34.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	486	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
35	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	219,000	0.77%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	216,004	0.76%	+23,522	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	139,274	0.49%	+5,055	Jun 30, 2026	PIMCO Equity Series, not summed
36.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,384	0.00%	+186	Jun 30, 2026	PIMCO Equity Series, not summed
37	American Beacon Small Cap Value Fund Fund S000001818 · Registered fund · Jul 31, 2026 AMERICAN BEACON FUNDS, not summed	198,715	0.70%	-17,243	Jul 31, 2026	AMERICAN BEACON FUNDS, not summed
38	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	190,286	0.67%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
39	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	189,393	0.67%	-19,804	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	56,000	0.20%	-23,000	Jun 30, 2026	Bridgeway Funds, Inc., not summed
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	188,240	0.66%	+3,419	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	185,746	0.65%	+2,268	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Jump Financial, LLC 13F CIK 1831577 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	181,029	0.64%	+166,041	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	179,571	0.63%	+10,822	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	74,841	0.26%	-6,169	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
43.2	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	16,759	0.06%	+1,426	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
43.3	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	3,048	0.01%	+735	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
44	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	177,404	0.62%	+170,200	Jun 30, 2026	carried, not yet filed for the newest quarter
45	De Lisle Partners LLP 13F CIK 2011184 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	172,411	0.61%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	172,003	0.60%	-18,316	Jun 30, 2026	carried, not yet filed for the newest quarter
47	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	171,200	0.60%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
48	1290 VT GAMCO Small Company Value Portfolio Fund S000009151 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	166,000	0.58%	0	Jun 30, 2026	EQ Advisors Trust, not summed
49	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	156,802	0.55%	+156,802	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	139,618	0.49%	+27,607	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
49.2	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	38,252	0.13%	+2,993	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
49.3	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	6,616	0.02%	+1,166	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
50	LHM, INC. 13F CIK 2009224 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	153,707	0.54%	0	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 107687 CUSIP 974637100 13F (30d) 31 filings 31 filers Visit website Investor relations