WMS · Advanced Drainage Systems, Inc. · Shareholders & Ownership

$130.92 +0.92 (+0.71%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$9.90B

75.41M

Volume · Oct 22 850.13K Avg daily vol (3M) 727.27K

Every disclosed holder of WMS 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 WMS

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)	566	69,555,872	92.24%	Yes
Insiders (Forms 3, 4, 5)	20	904,281	1.20%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,945,189	6.56%	Rest
Registered funds (N-PORT, not summed)	429	28,233,419	37.44%	No

Shares outstanding: 75,405,342, 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 WMS

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	7,469,940	9.91%	+47,211	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,452,492	3.25%	+79,829	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	301,420	0.40%	+30,533	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	240,394	0.32%	-4,041	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	161,062	0.21%	-1,715	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	158,532	0.21%	-1,626	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	3,705,538	4.91%	+89,851	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,397,037	4.51%	-26,666	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	2,693,665	3.57%	+204,134	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) S&P(R) Homebuilders ETF Fund S000010019 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	373,270	0.50%	+28,816	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	362,763	0.48%	+12,691	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	62,086	0.08%	+980	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	48,454	0.06%	-172	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	25,086	0.03%	+200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,660,753	3.53%	+616,696	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	First Trust Water ETF Fund S000017178 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	392,822	0.52%	-6,885	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
5.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	34,810	0.05%	-12,079	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
5.3	First Trust Long/Short Equity ETF Fund S000045700 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund III, not summed	26,136	0.03%	+9,762	Jul 31, 2026	First Trust Exchange-Traded Fund III, not summed
5.4	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	21,178	0.03%	-11,512	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
5.5	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	13,126	0.02%	+6,508	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,431,878	3.23%	-45,620	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,346,623	3.11%	-103,500	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	4,806	0.01%	-77	May 31, 2026	UBS INVESTMENT TRUST, not summed
7.2	UBS Engage For Impact Fund Fund S000063381 · Registered fund · Mar 31, 2026 UBS FUNDS, not summed	4,102	0.01%	—	Mar 31, 2026	UBS FUNDS, not summed
7.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	1,612	0.00%	-57	Jun 30, 2026	UBS FUNDS, not summed
8	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,845,942	2.45%	-81,568	Jun 30, 2026	carried, not yet filed for the newest quarter
9	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,835,297	2.43%	-212,052	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,755,643	2.33%	-40,485	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,677,118	2.22%	+740,454	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
12	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,634,302	2.17%	-23,451	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Ultra Fund Fund S000006195 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	977,000	1.30%	0	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
13	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,393,836	1.85%	+60,496	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	75	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,367,443	1.81%	+22,648	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,354,610	1.80%	+65,938	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	KBI GLOBAL INVESTORS AQUARIUS FUND Fund S000063187 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE III, not summed	7,370	0.01%	+328	Jul 31, 2026	ADVISORS' INNER CIRCLE III, not summed
16	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,303,735	1.73%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
17	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,277,818	1.69%	+86,040	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	197,747	0.26%	+13,126	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	188,989	0.25%	+26,259	Jul 31, 2026	Dimensional ETF Trust, not summed
17.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	156,423	0.21%	+20,419	Jul 31, 2026	Dimensional ETF Trust, not summed
17.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	119,804	0.16%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	119,635	0.16%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,127,974	1.50%	-1,076,827	Jun 30, 2026	carried, not yet filed for the newest quarter
19	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,035,255	1.37%	-71,168	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,012,102	1.34%	+6,653	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	KBC Group NV 13F CIK 1411133 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	923,696	1.23%	+6,715	Jun 30, 2026	carried, not yet filed for the newest quarter
22	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	884,282	1.17%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
23	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	840,488	1.11%	-222,743	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	839,820	1.11%	+293,414	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	835,672	1.11%	-146,856	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Invesco Water Resources ETF Fund S000003048 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	410,998	0.55%	-42,514	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.2	Invesco S&P Global Water Index ETF Fund S000060819 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	253,753	0.34%	+16,639	Jul 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.3	Invesco MSCI Sustainable Future ETF Fund S000013122 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	13,813	0.02%	-2,537	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.4	Invesco S&P Midcap 400 QVM Multi-Factor ETF Fund S000072319 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	10,401	0.01%	+811	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	10,311	0.01%	+532	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	821,587	1.09%	+21,894	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	Impactive Capital LP 13F CIK 1786767 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	782,790	1.04%	-73,702	Jun 30, 2026	carried, not yet filed for the newest quarter
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	696,500	0.92%	-6,150	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	193,569	0.26%	+424	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	151,961	0.20%	+14,616	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	100,554	0.13%	-55,991	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	75,318	0.10%	+1,397	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.5	Schwab Select Large Cap Growth Fund Fund S000025589 · Registered fund · Jun 30, 2026 LAUDUS TRUST, not summed	45,455	0.06%	-3,020	Jun 30, 2026	LAUDUS TRUST, not summed
29	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	680,431	0.90%	+389,279	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Baron Real Estate Fund Fund S000027257 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	343,700	0.46%	+57,300	Jun 30, 2026	BARON SELECT FUNDS, not summed
29.2	BARON DISCOVERY FUND Fund S000042178 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	225,000	0.30%	—	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
29.3	Baron SMID Cap ETF Fund S000096483 · Registered fund · Jun 30, 2026 Baron ETF Trust, not summed	3,871	0.01%	—	Jun 30, 2026	Baron ETF Trust, not summed
30	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	657,285	0.87%	+18,264	Jun 30, 2026	carried, not yet filed for the newest quarter
31	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	641,404	0.85%	+189,641	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,871	0.00%	+1,943	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
31.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	2,276	0.00%	+6	May 31, 2026	Goldman Sachs ETF Trust II, not summed
31.3	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,800	0.00%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
31.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	853	0.00%	-54	May 31, 2026	Goldman Sachs ETF Trust, not summed
31.5	Goldman Sachs JUST U.S. Large Cap Equity ETF Fund S000061377 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	744	0.00%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
32	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	634,269	0.84%	+48,297	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	570,452	0.76%	+36,055	May 31, 2026	GLOBAL X FUNDS, not summed
32.2	Global X Clean Water ETF Fund S000071326 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	6,880	0.01%	-5,535	May 31, 2026	GLOBAL X FUNDS, not summed
33	Mirova US LLC 13F CIK 1802900 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	619,117	0.82%	-9,726	Jun 30, 2026	carried, not yet filed for the newest quarter
34	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	594,404	0.79%	+5,218	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	46,586	0.06%	+1,518	Jun 30, 2026	Northern Funds, not summed
34.2	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,635	0.00%	0	Jun 30, 2026	Northern Funds, not summed
34.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,212	0.00%	-406	Jul 31, 2026	FlexShares Trust, not summed
35	Liontrust Investment Partners LLP 13F CIK 1544204 · Registered fund · Jun 30, 2026 carried, not yet filed for the newest quarter	558,705	0.74%	+33,923	Jun 30, 2026	carried, not yet filed for the newest quarter
36	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	551,815	0.73%	+26,028	Jun 30, 2026	carried, not yet filed for the newest quarter
37	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	551,392	0.73%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
37.1	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	3,858	0.01%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
38	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	528,473	0.70%	+169,525	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	51,187	0.07%	-1,568	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
38.2	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	34,519	0.05%	+970	May 31, 2026	Columbia Funds Series Trust II, not summed
38.3	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	30,641	0.04%	+6,745	Jul 31, 2026	Columbia ETF Trust I, not summed
38.4	Columbia Research Enhanced Value ETF Fund S000066077 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	2,573	0.00%	+151	Jul 31, 2026	Columbia ETF Trust I, not summed
38.5	Columbia Research Enhanced Mid Cap ETF Fund S000095312 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	58	0.00%	—	Jun 30, 2026	Columbia ETF Trust I, not summed
39	Triodos Investment Management BV 13F CIK 1748729 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	528,311	0.70%	-8,400	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Eaton Vance Atlanta Capital SMID-Cap Fund Fund S000005198 · Registered fund · Jun 30, 2026 Eaton Vance Growth Trust, not summed	491,850	0.65%	+93,851	Jun 30, 2026	Eaton Vance Growth Trust, not summed
41	Hill City Capital, LP 13F CIK 1837343 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	480,000	0.64%	+110,000	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	472,119	0.63%	-47,123	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	10,536	0.01%	-515	Jul 31, 2026	BNY Mellon ETF Trust, not summed
43	Schonfeld Strategic Advisors LLC 13F CIK 1665241 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	460,060	0.61%	-29,247	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	457,355	0.61%	+7,706	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Interval Partners, LP 13F CIK 1590228 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	452,250	0.60%	+63,375	Jun 30, 2026	carried, not yet filed for the newest quarter
46	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	441,638	0.59%	-167,545	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
47	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	425,647	0.56%	+221,678	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	146,306	0.19%	-1,844	Jul 31, 2026	Thrivent Mutual Funds, not summed
47.2	Thrivent Small-Mid Cap Equity ETF Fund S000075337 · Registered fund · Jun 30, 2026 Thrivent ETF Trust, not summed	66,350	0.09%	-1,386	Jun 30, 2026	Thrivent ETF Trust, not summed
47.3	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	48,598	0.06%	—	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
47.4	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	23,525	0.03%	+3,587	Jul 31, 2026	Thrivent Mutual Funds, not summed
47.5	THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Fund S000001427 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	21,542	0.03%	+4,554	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
48	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	410,660	0.54%	+245,699	Jun 30, 2026	carried, not yet filed for the newest quarter
49	BROWN BROTHERS HARRIMAN & CO 13F CIK 14661 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	405,502	0.54%	-50,112	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	405,477	0.54%	+3,025	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed

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Key facts CIK 1604028 CUSIP 00790R104 13F (30d) 89 filings 87 filers Visit website Investor relations