YOU · Clear Secure, Inc. · Shareholders & Ownership

$45.62 +0.48 (+1.06%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$6.14B

135.29M

Volume · Oct 22 780.76K Avg daily vol (3M) 1.76M

Every disclosed holder of YOU 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 YOU

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)	462	100,216,737	74.08%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	5	41,099,832	30.38%	Yes
Remaining	—	6,028,487	-4.46%	Negative
Registered funds (N-PORT, not summed)	404	47,341,455	34.99%	No

Shares outstanding: 135,288,082, 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 YOU

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	Seidman Becker Caryn Insider CIK 1466453 · Aug 6, 2026 Director, issuer-wide, not summed	18,761,136	13.87%	—	Aug 6, 2026	Director, issuer-wide, not summed
2	Alclear Investments, LLC Insider CIK 1869246 · Aug 6, 2026 Director, 10% Owner, issuer-wide, not summed	17,958,129	13.27%	-323,904	Aug 6, 2026	Director, 10% Owner, issuer-wide, not summed
2.1	Caryn Seidman-Becker 13G CIK 1869246 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	20,461,968	15.12%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	15,909,242	11.76%	+787,162	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,515,938	4.08%	+191,609	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,449,214	1.81%	+293,071	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	880,859	0.65%	+159,188	Jun 30, 2026	iShares Trust, not summed
3.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	822,761	0.61%	+57,800	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Cybersecurity and Tech ETF Fund S000065015 · Registered fund · Jul 31, 2026 iShares Trust, not summed	708,487	0.52%	-229,914	Jul 31, 2026	iShares Trust, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,772,024	5.74%	+655,007	Jun 30, 2026	carried, not yet filed for the newest quarter
5	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Dec 31, 2023	7,169,489	5.30%	—	Dec 31, 2023
6	William H. Miller III Living Trust dated April 17, 2017 13G CIK 1783044 · Unknown · Apr 16, 2025 Rule 13d-1(c), passive investor	6,050,000	4.47%	+874,690	Apr 16, 2025	Rule 13d-1(c), passive investor
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,257,501	3.15%	+251,855	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Cornick Kenneth L. Insider CIK 1868811 · May 28, 2025 Director, issuer-wide, not summed	4,040,360	2.99%	—	May 28, 2025	Director, issuer-wide, not summed
9	Alclear Investments II, LLC 13G CIK 1869245 · Unknown · Jun 30, 2025 Rule 13d-1(d), exempt investor	3,956,826	2.92%	-1,585,065	Jun 30, 2025	Rule 13d-1(d), exempt investor
9.1	Alclear Investments II, LLC Insider CIK 1869245 · May 28, 2025 Director, 10% Owner, issuer-wide, not summed	4,199,071	3.10%	0	May 28, 2025	Director, 10% Owner, issuer-wide, not summed
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,699,884	2.73%	+292,051	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	841,044	0.62%	+38,332	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	524,801	0.39%	+57,113	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	56,519	0.04%	-9,242	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	31,100	0.02%	+500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.5	State Street(R) SPDR(R) FactSet Innovative Technology ETF Fund S000051577 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	15,960	0.01%	-115	Jun 30, 2026	SPDR SERIES TRUST, not summed
11	Durable Capital Partners LP 13G CIK 1798849 · Investment adviser · Dec 31, 2025 Rule 13d-1(b), qualified institution	3,461,549	2.56%	-2,904,818	Dec 31, 2025	Rule 13d-1(b), qualified institution
12	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,276,617	2.42%	-76,100	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,034,266	2.24%	+178,951	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,990,057	2.21%	+326,645	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	2,837,559	2.10%	-8,504	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	59,719	0.04%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
15.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	41,745	0.03%	+25,234	Jul 31, 2026	Goldman Sachs Trust, not summed
15.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	25,942	0.02%	+13,348	Jul 31, 2026	Goldman Sachs Trust, not summed
15.4	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	15,845	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
15.5	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	13,698	0.01%	-2,165	May 31, 2026	Goldman Sachs ETF Trust, not summed
16	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,683,493	1.98%	+2,551	Jun 30, 2026	carried, not yet filed for the newest quarter
17	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,588,606	1.91%	-268,773	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	170,719	0.13%	-20,586	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
17.2	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	92,693	0.07%	-27,728	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
17.3	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	46,958	0.03%	-24,748	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
17.4	First Trust Long/Short Equity ETF Fund S000045700 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund III, not summed	45,057	0.03%	—	Jul 31, 2026	First Trust Exchange-Traded Fund III, not summed
17.5	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	8,396	0.01%	-2,840	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,565,860	1.90%	-35,351	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	200	0.00%	+139	Jul 31, 2026	E Trade Trust, not summed
19	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,443,976	1.81%	+989,745	Jun 30, 2026	carried, not yet filed for the newest quarter
20	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,367,330	1.75%	+1,179,154	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,043,257	0.77%	+170,013	Jul 31, 2026	Fidelity Salem Street Trust, not summed
20.2	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	736,680	0.54%	+332,370	Jul 31, 2026	Fidelity Securities Fund, not summed
20.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	612,952	0.45%	+115,302	Jun 30, 2026	Fidelity Covington Trust, not summed
20.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	456,568	0.34%	-12,525	May 31, 2026	Fidelity Concord Street Trust, not summed
20.5	Fidelity Small Cap Growth K6 Fund Fund S000057285 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	374,870	0.28%	+171,400	Jul 31, 2026	Fidelity Securities Fund, not summed
21	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,192,787	1.62%	+139,587	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	2,165,826	1.60%	-320,311	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
23	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,971,719	1.46%	+6,780	May 31, 2026	VANGUARD WORLD FUND, not summed
24	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	1,879,457	1.39%	+1,879,457	Sep 30, 2026
25	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	1,761,051	1.30%	+78,553	Sep 30, 2026
26	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,746,182	1.29%	+34,891	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	359,737	0.27%	+1,808	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
26.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	282,302	0.21%	+37,975	Jul 31, 2026	Dimensional ETF Trust, not summed
26.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	161,831	0.12%	+6,220	Jul 31, 2026	Dimensional ETF Trust, not summed
26.4	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	119,910	0.09%	+45	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
26.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	93,610	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
27	WEDGE CAPITAL MANAGEMENT L L P/NC 13F CIK 1015308 · Unknown · Sep 30, 2026	1,737,662	1.28%	+256,558	Sep 30, 2026
28	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,309,808	0.97%	+244,884	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,266,034	0.94%	+118,303	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,256,456	0.93%	-35,210	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	110,653	0.08%	-160,607	Jul 31, 2026	FlexShares Trust, not summed
30.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	48,204	0.04%	+7,296	Jun 30, 2026	Northern Funds, not summed
30.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,596	0.01%	+4,988	Jun 30, 2026	Northern Funds, not summed
30.4	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,546	0.01%	-998	Jul 31, 2026	FlexShares Trust, not summed
30.5	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,186	0.00%	+150	Jul 31, 2026	FlexShares Trust, not summed
31	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,150,625	0.85%	-40,348	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	582,168	0.43%	+118,284	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
31.2	Invesco S&P SmallCap Information Technology ETF Fund S000028301 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	178,887	0.13%	+24,727	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
31.3	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	121,660	0.09%	+4,241	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
31.4	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	84,941	0.06%	+20,728	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
31.5	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	53,467	0.04%	+43,856	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
32	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,096,810	0.81%	-330,257	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,049,568	0.78%	+59,364	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,038,992	0.77%	-118,367	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,026,670	0.76%	+87,508	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	272,010	0.20%	+36,210	Jul 31, 2026	TIAA-CREF Funds, not summed
35.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	256,230	0.19%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
35.3	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	218,333	0.16%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
35.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	124,460	0.09%	+19,616	Jul 31, 2026	TIAA-CREF Funds, not summed
35.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	71,763	0.05%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
36	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,022,936	0.76%	+768,745	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	377,900	0.28%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
36.2	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	287,155	0.21%	+186,155	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
36.3	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	14,390	0.01%	+3,829	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
36.4	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	13,657	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
37	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	895,454	0.66%	+64,501	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	425,609	0.31%	-4,793	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	231,742	0.17%	+37,868	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	56,518	0.04%	+3,931	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	52,192	0.04%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.5	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	5,283	0.00%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	856,307	0.63%	+70,430	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,342	0.00%	+180	Jul 31, 2026	BNY Mellon ETF Trust, not summed
39	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	822,121	0.61%	+822,121	Jun 30, 2026	carried, not yet filed for the newest quarter
40	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	800,000	0.59%	—	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
41	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	769,257	0.57%	+20,634	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
42	Ribbit Management Company, LLC 13F CIK 1836733 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	747,978	0.55%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
43	No Street GP LP 13F CIK 1765774 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	716,090	0.53%	-120,000	Jun 30, 2026	carried, not yet filed for the newest quarter
44	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	700,413	0.52%	-27,639	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	683,209	0.51%	-78,315	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	662,635	0.49%	+46,275	Jun 30, 2026	carried, not yet filed for the newest quarter
47	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	624,147	0.46%	+32,360	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	174,295	0.13%	+16,213	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
47.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	67,457	0.05%	-2,235	Jul 31, 2026	Principal Funds, Inc, not summed
47.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	8,234	0.01%	+2,653	Jul 31, 2026	Principal Funds, Inc, not summed
48	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	617,992	0.46%	+75,460	Jun 30, 2026	carried, not yet filed for the newest quarter
49	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	610,105	0.45%	+23	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	606,651	0.45%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed

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Key facts CIK 1856314 CUSIP 18467V109 13F (30d) 66 filings 66 filers Visit website Investor relations