WHD · Cactus, Inc. · Shareholders & Ownership

$69.67 +5.33 (+8.28%) Earnings today Q2 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.21B

80.18M

Volume · Oct 29 116.28K Avg daily vol (3M) 725.21K

Every disclosed holder of WHD 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 WHD

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)	359	76,254,909	95.11%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	9,879,915	12.32%	Yes
Remaining	—	5,955,407	-7.43%	Negative
Registered funds (N-PORT, not summed)	385	46,064,025	57.45%	No

Shares outstanding: 80,179,417, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 WHD

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	10,664,798	13.30%	+460,144	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	4,182,444	5.22%	+49,440	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,831,449	2.28%	+156,850	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	651,438	0.81%	+93,001	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	393,233	0.49%	+19,291	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	220,987	0.28%	-27,739	Jun 30, 2026	iShares Trust, not summed
2	Bender Scott Insider CIK 1701688 · Oct 1, 2026 Director, Chairman and CEO, 10% Owner, issuer-wide, not summed	9,181,776	11.45%	-100,000	Oct 1, 2026	Director, Chairman and CEO, 10% Owner, issuer-wide, not summed
3	Bender Joel Insider CIK 1701689 · Oct 1, 2026 Director, President, 10% Owner, issuer-wide, not summed	9,102,768	11.35%	-100,000	Oct 1, 2026	Director, President, 10% Owner, issuer-wide, not summed
4	Cactus WH Enterprises, LLC Insider CIK 1701768 · Oct 1, 2026 10% Owner, issuer-wide, not summed	9,061,249	11.30%	-100,000	Oct 1, 2026	10% Owner, issuer-wide, not summed
4.1	Joel Bender 13G CIK 1701768 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor	9,879,915	12.32%	-437,030	Dec 31, 2025	Rule 13d-1(d), exempt investor
5	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	4,778,129	5.96%	+788,478	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
6	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,589,743	5.72%	+4,589,743	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Boston Partners 13G CIK 1386060 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,470,225	5.58%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,264,459	5.32%	+101,066	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,151,022	3.93%	+108,713	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	639,060	0.80%	+16,310	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF Fund S000012334 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	321,232	0.40%	-43,813	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	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	251,536	0.31%	+22,766	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	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	136,828	0.17%	+4,196	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	65,826	0.08%	+5,334	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,123,681	3.90%	+48,283	Jun 30, 2026	carried, not yet filed for the newest quarter
10	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,615,629	3.26%	-249,797	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,202,449	2.75%	+13,797	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,163,233	2.70%	+185,375	Jun 30, 2026	carried, not yet filed for the newest quarter
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,879,844	2.34%	+58,702	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	302,552	0.38%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	223,946	0.28%	+9,416	Jul 31, 2026	Dimensional ETF Trust, not summed
13.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	171,304	0.21%	+6,906	Jul 31, 2026	Dimensional ETF Trust, not summed
13.4	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	149,863	0.19%	+12,984	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	133,717	0.17%	+1,569	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,820,732	2.27%	+78,281	Jun 30, 2026	carried, not yet filed for the newest quarter
15	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,798,184	2.24%	-894,090	Jun 30, 2026	carried, not yet filed for the newest quarter
16	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,778,442	2.22%	+64,741	Jun 30, 2026	carried, not yet filed for the newest quarter
17	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,767,266	2.20%	+47,948	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,754,155	2.19%	+124,249	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,708,915	2.13%	+44,451	Jun 30, 2026	carried, not yet filed for the newest quarter
20	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,606,150	2.00%	-484,469	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	FT Energy Income Partners Strategy ETF Fund S000077877 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	121,512	0.15%	-2,082	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
20.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	117,907	0.15%	-31,094	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
20.3	FT Energy Income Partners Enhanced Income ETF Fund S000083823 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	85,372	0.11%	+968	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
20.4	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	17,028	0.02%	-12,206	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
20.5	First Trust Nasdaq Oil & Gas ETF Fund S000053944 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	17,008	0.02%	+2,435	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
21	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,593,365	1.99%	+4,651	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,495,878	1.87%	-440,558	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
23	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,380,554	1.72%	+720,775	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,244,998	1.55%	-72,633	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	VanEck Oil Services ETF Fund S000034408 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	1,094,639	1.37%	-92,331	Jun 30, 2026	VanEck ETF Trust, not summed
25	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	917,343	1.14%	+29,506	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	904,154	1.13%	+387,350	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	898,019	1.12%	+111,900	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
28	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	869,238	1.08%	+6,119	Sep 30, 2026
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	840,656	1.05%	+16,171	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	330,278	0.41%	-730	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	171,704	0.21%	+21,453	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	135,582	0.17%	+12,969	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	41,380	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	41,174	0.05%	+443	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	811,224	1.01%	+118,741	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	BNY Mellon Innovators ETF Fund S000080183 · Registered fund · Aug 29, 2025 BNY Mellon ETF Trust, not summed	4,275	0.01%	0	Aug 29, 2025	BNY Mellon ETF Trust, not summed
30.2	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,575	0.00%	+83	Jul 31, 2026	BNY Mellon ETF Trust, not summed
31	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	810,622	1.01%	-127,864	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	796,271	0.99%	+27,894	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	787,533	0.98%	-56,160	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	426,091	0.53%	-45,840	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
34	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	750,566	0.94%	+750,566	Jun 30, 2026	carried, not yet filed for the newest quarter
35	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	735,007	0.92%	-234,268	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	148	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
36	Encompass Capital Advisors LLC 13F CIK 1541901 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	726,675	0.91%	-38,839	Jun 30, 2026	carried, not yet filed for the newest quarter
37	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	720,035	0.90%	-1,683,351	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	771,798	0.96%	+93,381	Jul 31, 2026	Fidelity Salem Street Trust, not summed
37.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	338,741	0.42%	-17,622	Aug 31, 2026	Fidelity Concord Street Trust, not summed
37.3	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	313,292	0.39%	+169,076	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
37.4	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	294,924	0.37%	-258,400	Jul 31, 2026	Fidelity Capital Trust, not summed
37.5	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	238,072	0.30%	-34,684	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	718,324	0.90%	+56,856	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	35,678	0.04%	+4,154	Jun 30, 2026	Northern Funds, not summed
38.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,704	0.01%	-191	Jun 30, 2026	Northern Funds, not summed
38.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,108	0.01%	-666	Jul 31, 2026	FlexShares Trust, not summed
39	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	714,772	0.89%	-319,191	Sep 30, 2026
39.1	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	403,409	0.50%	-143,763	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
40	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	682,271	0.85%	+74,471	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Franklin Small Cap Growth Fund Fund S000006889 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	684,666	0.85%	+263,320	Jul 31, 2026	Franklin Strategic Series, not summed
40.2	Franklin Natural Resources Fund Fund S000006887 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	47,000	0.06%	-4,800	Jul 31, 2026	Franklin Strategic Series, not summed
41	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	666,382	0.83%	+6,493	Jun 30, 2026	carried, not yet filed for the newest quarter
42	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	643,249	0.80%	+44,448	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	AB RELATIVE VALUE FUND, INC. Fund S000010080 · Registered fund · Jun 30, 2026 AB RELATIVE VALUE FUND, INC., not summed	252,600	0.32%	+32,720	Jun 30, 2026	AB RELATIVE VALUE FUND, INC., not summed
42.2	AB Relative Value Portfolio Fund S000010448 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	149,287	0.19%	+20,400	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
42.3	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	48,496	0.06%	-31,630	Jun 30, 2026	Bernstein Fund Inc, not summed
43	Champlain Investment Partners, LLC 13F CIK 1315478 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	633,419	0.79%	-13,070	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Champlain Small Company Fund Fund S000005803 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	249,000	0.31%	-51,000	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
44	ClearBridge Small Cap Growth Fund Fund S000016663 · Registered fund · Jul 31, 2026 Legg Mason Partners Investment Trust, not summed	605,520	0.76%	0	Jul 31, 2026	Legg Mason Partners Investment Trust, not summed
45	PGIM Jennison Small Company Fund Fund S000004629 · Registered fund · Jun 30, 2026 Prudential Jennison Small Co Fund, Inc., not summed	579,866	0.72%	-16,809	Jun 30, 2026	Prudential Jennison Small Co Fund, Inc., not summed
46	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	568,969	0.71%	-3,130	Jun 30, 2026	carried, not yet filed for the newest quarter
47	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	562,365	0.70%	-233,717	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Small Cap Value Fund Fund S000005781 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	235,000	0.29%	-145,000	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
48	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	561,483	0.70%	+73,769	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	26,734	0.03%	-11,288	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
48.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	18,172	0.02%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
48.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	16,847	0.02%	+5,558	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
48.4	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	13,518	0.02%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
48.5	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	4,942	0.01%	+419	Jul 31, 2026	Goldman Sachs Trust II, not summed
49	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	558,217	0.70%	+61,265	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Royce Small-Cap Total Return Fund Fund S000009510 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	201,789	0.25%	-4,051	Jun 30, 2026	ROYCE FUND, not summed
49.2	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	134,339	0.17%	+21,395	Jun 30, 2026	ROYCE FUND, not summed
49.3	Royce SMid-Cap Total Return Fund Fund S000009522 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	11,100	0.01%	+1,258	Jun 30, 2026	ROYCE FUND, not summed
50	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	531,939	0.66%	-27,962	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	277,846	0.35%	-18,511	Jul 31, 2026	Old Westbury Funds Inc, not summed
50.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	13,509	0.02%	-2,809	Jul 31, 2026	Old Westbury Funds Inc, not summed

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Key facts CIK 1699136 CUSIP 127203107 13F (30d) 93 filings 90 filers Visit website Investor relations