WT · WisdomTree, Inc. · Shareholders & Ownership

$21.08 -0.14 (-0.64%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.21B

151.51M

Volume · Oct 23 622.05K Avg daily vol (3M) 2.61M

Every disclosed holder of WT 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 WT

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)	314	160,021,626	105.62%	Yes
Insiders (Forms 3, 4, 5)	19	26,592,808	17.55%	Yes
13D/G-only blocks	1	5,206,144	3.44%	Yes
Remaining	—	40,308,467	-26.60%	Negative
Registered funds (N-PORT, not summed)	335	89,052,006	58.78%	No

Shares outstanding: 151,512,111, 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 WT

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	19,274,687	12.72%	+1,617,234	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	7,569,425	5.00%	+674,885	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,463,856	2.29%	+424,851	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	1,245,596	0.82%	+238,699	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	1,133,547	0.75%	+145,216	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	248,034	0.16%	+43,287	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,975,256	6.58%	+4,162,041	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Invesco Ltd. 13G CIK 914208 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	10,184,084	6.72%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	3,878,557	2.56%	+2,065,332	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
2.3	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	2,277,798	1.50%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
2.4	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,251,770	0.83%	+254,329	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
2.5	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	474,707	0.31%	—	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
3	Steinberg Jonathan L Insider CIK 934992 · Jan 27, 2026 Director, Chief Executive Officer, issuer-wide	9,764,116	6.44%	+9,763,318	Jan 27, 2026	Director, Chief Executive Officer, issuer-wide
4	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,407,113	5.55%	-2,178,846	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,407,113	5.55%	-3,185,102	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,123,363	5.36%	+75,721	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,547,094	4.98%	+736,035	Jun 30, 2026	carried, not yet filed for the newest quarter
7	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	7,341,485	4.85%	+530,426	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
8	Azora Capital LP 13F CIK 1700272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,180,510	4.08%	+192,905	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,066,366	4.00%	+513,168	Jun 30, 2026	carried, not yet filed for the newest quarter
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,610,044	3.70%	+560,892	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	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	1,157,432	0.76%	+121,019	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	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	723,981	0.48%	+117,891	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	398,543	0.26%	-25,636	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.4	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	43,955	0.03%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	43,799	0.03%	+900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11	ETFS Capital Limited. 13G CIK 1520619 · Unknown · Aug 20, 2025 Rule 13d-1(c), passive investor, not summed	5,250,000	3.47%	-4,000,000	Aug 20, 2025	Rule 13d-1(c), passive investor, not summed
11.1	ETFS Capital Limited. Insider CIK 1520619 · Dec 2, 2024 Insider, issuer-wide	12,250,000	8.09%	-3,000,000	Dec 2, 2024	Insider, issuer-wide
12	Michael Steinhardt 13G CIK 315246 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	5,206,144	3.44%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
13	FMR LLC 13G CIK 315066 · Holding company · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,928,707	3.25%	-8,421,058	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
13.1	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	13,565,042	8.95%	+842,143	Jun 30, 2026	carried, not yet filed for the newest quarter
13.2	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	1,586,800	1.05%	0	Jun 30, 2026	Variable Insurance Products Fund III, not summed
13.3	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,535,738	1.01%	+655,780	Jul 31, 2026	Fidelity Securities Fund, not summed
13.4	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,488,441	0.98%	+266,513	Jul 31, 2026	Fidelity Salem Street Trust, not summed
13.5	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	1,364,588	0.90%	+64,743	Jun 30, 2026	Fidelity Covington Trust, not summed
14	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,702,705	3.10%	+3,058,463	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	645,233	0.43%	—	Jun 30, 2026	Driehaus Mutual Funds, not summed
14.2	Driehaus Micro Cap Growth Fund Fund S000042829 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	260,493	0.17%	-1,785	Jun 30, 2026	Driehaus Mutual Funds, not summed
15	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,378,531	2.89%	+352,824	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,754,933	2.48%	+130,537	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	656,042	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	644,705	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	503,464	0.33%	+51,428	Jul 31, 2026	Dimensional ETF Trust, not summed
16.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	338,314	0.22%	+43,876	Jul 31, 2026	Dimensional ETF Trust, not summed
16.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	278,008	0.18%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,290,623	2.17%	+441,270	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,149,597	2.08%	+211,614	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Simcoe Capital Management, LLC 13F CIK 1633362 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,674,045	1.76%	-1,991,940	Jun 30, 2026	carried, not yet filed for the newest quarter
20	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,658,995	1.76%	+2,250,994	Jun 30, 2026	carried, not yet filed for the newest quarter
21	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,275,955	1.50%	+266,399	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	732,135	0.48%	+62,236	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
21.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	92,708	0.06%	+2,400	Jul 31, 2026	Principal Funds, Inc, not summed
21.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	11,813	0.01%	+4,004	Jul 31, 2026	Principal Funds, Inc, not summed
22	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,190,641	1.45%	+527,818	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	1,185,037	0.78%	+254,319	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
23	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,107,798	1.39%	-135,722	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	919,609	0.61%	-195,316	Jun 30, 2026	IVY FUNDS, not summed
23.2	Optimum Small-Mid Cap Growth Fund Fund S000002424 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	743,056	0.49%	+177,494	Jun 30, 2026	Optimum Fund Trust, not summed
23.3	Nomura VIP Small Cap Growth Series Fund S000006233 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	181,381	0.12%	-25,101	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
24	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,003,391	1.32%	-496,731	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	195	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
25	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,999,703	1.32%	+128,545	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,991,898	1.31%	-335,491	Jun 30, 2026	carried, not yet filed for the newest quarter
27	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,971,158	1.30%	-2,607,432	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	285,999	0.19%	-20,109	May 31, 2026	Goldman Sachs Trust, not summed
27.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	92,393	0.06%	+11,712	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	52,692	0.03%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
27.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	21,790	0.01%	+7,849	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
27.5	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	11,015	0.01%	-32	May 31, 2026	Goldman Sachs ETF Trust, not summed
28	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,792,735	1.18%	+1,792,735	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	LORD ABBETT DEVELOPING GROWTH FUND INC Fund S000006834 · Registered fund · Jul 31, 2026 LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed	1,248,491	0.82%	—	Jul 31, 2026	LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed
28.2	Lord Abbett Micro-Cap Growth Fund Fund S000007142 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	138,762	0.09%	+50,953	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
28.3	Developing Growth Portfolio Fund S000028719 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	28,792	0.02%	—	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,686,776	1.11%	+243,366	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	551,392	0.36%	-8,815	May 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	331,253	0.22%	+59,434	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.3	Schwab Crypto Thematic ETF Fund S000076371 · Registered fund · Jun 30, 2026 SCHWAB STRATEGIC TRUST, not summed	234,972	0.16%	+52,413	Jun 30, 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	70,575	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.5	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	69,488	0.05%	—	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,453,084	0.96%	-289,405	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	1,140,143	0.75%	-335,972	Jun 30, 2026	Janus Investment Fund, not summed
30.2	Janus Henderson Small-Mid Cap Value Fund Fund S000035097 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	75,148	0.05%	-18,491	Jun 30, 2026	Janus Investment Fund, not summed
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,443,984	0.95%	+161,721	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,408,925	0.93%	-187,457	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	605,383	0.40%	-109,900	Jun 30, 2026	College Retirement Equities Fund, not summed
32.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	314,550	0.21%	-135,500	Jul 31, 2026	TIAA-CREF Funds, not summed
32.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	180,359	0.12%	+33,391	Jul 31, 2026	TIAA-CREF Funds, not summed
32.4	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	108,631	0.07%	-1,952	Jul 31, 2026	NuShares ETF Trust, not summed
32.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	102,039	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
33	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,392,555	0.92%	+176,758	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	68,924	0.05%	+12,099	Jun 30, 2026	Northern Funds, not summed
33.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,434	0.01%	-447	Jun 30, 2026	Northern Funds, not summed
33.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	171	0.00%	+8	Jul 31, 2026	FlexShares Trust, not summed
34	Tidal Investments LLC 13F CIK 1600064 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,360,856	0.90%	+23,566	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Intech S&P Small-Mid Cap Diversified Alpha ETF Fund S000090661 · Registered fund · Jul 31, 2026 Tidal Trust III, not summed	16,935	0.01%	+8,729	Jul 31, 2026	Tidal Trust III, not summed
35	Amplify Blockchain Technology ETF Fund S000061158 · Registered fund · Jun 30, 2026 Amplify ETF Trust, not summed	1,318,384	0.87%	-3,553	Jun 30, 2026	Amplify ETF Trust, not summed
36	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,256,855	0.83%	-87,317	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	MFS New Discovery Fund Fund S000000765 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	916,031	0.60%	-187,308	May 31, 2026	MFS SERIES TRUST I, not summed
36.2	MFS New Discovery Series Fund S000002680 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	331,257	0.22%	-23,807	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
36.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	2,428	0.00%	-475	Jul 31, 2026	MFS Series Trust XV, not summed
37	Junto Capital Management LP 13F CIK 1595880 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,171,066	0.77%	+1,171,066	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Lilien R Jarrett Insider CIK 1197950 · Sep 9, 2026 President and COO, issuer-wide	1,080,245	0.71%	-30,000	Sep 9, 2026	President and COO, issuer-wide
39	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,074,956	0.71%	+2,888	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,046,226	0.69%	+60,715	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	921,040	0.61%	+103,803	Jun 30, 2026	carried, not yet filed for the newest quarter
42	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	897,561	0.59%	+96,257	Jun 30, 2026	carried, not yet filed for the newest quarter
43	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	894,454	0.59%	+893,316	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	238,198	0.16%	—	Jul 31, 2026	Old Westbury Funds Inc, not summed
43.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	36,190	0.02%	—	Jul 31, 2026	Old Westbury Funds Inc, not summed
44	Ziemba Peter M Insider CIK 1064674 · May 19, 2026 Chief Administrative Officer, issuer-wide	885,686	0.58%	-100,000	May 19, 2026	Chief Administrative Officer, issuer-wide
45	KORNITZER CAPITAL MANAGEMENT INC /KS 13F CIK 898358 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	865,117	0.57%	-85,910	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Buffalo Small Cap Growth Fund Fund S000022453 · Registered fund · Jun 30, 2026 Buffalo Funds, not summed	754,930	0.50%	-86,900	Jun 30, 2026	Buffalo Funds, not summed
45.2	Buffalo Early Stage Growth Fund Fund S000006555 · Registered fund · Jun 30, 2026 Buffalo Funds, not summed	105,158	0.07%	-3,560	Jun 30, 2026	Buffalo Funds, not summed
46	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	767,085	0.51%	+245,579	Jun 30, 2026	carried, not yet filed for the newest quarter
47	ArrowMark Colorado Holdings LLC 13F CIK 1483859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	764,927	0.50%	-1,279,003	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Meridian Growth Fund Fund S000001462 · Registered fund · Jun 30, 2026 Meridian Fund Inc, not summed	335,975	0.22%	-38,805	Jun 30, 2026	Meridian Fund Inc, not summed
47.2	Meridian Small Cap Growth Fund Fund S000042770 · Registered fund · Jun 30, 2026 Meridian Fund Inc, not summed	169,829	0.11%	0	Jun 30, 2026	Meridian Fund Inc, not summed
48	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	726,654	0.48%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
49	DANSKE BANK A/S 13F CIK 800177 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	668,432	0.44%	-24,207	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Bossone Anthony Insider CIK 1526062 · Jun 17, 2026 Director, issuer-wide	650,898	0.43%	+5,509	Jun 17, 2026	Director, issuer-wide

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Key facts CIK 880631 CUSIP 97717P104 13F (30d) 45 filings 42 filers Visit website Investor relations