ZWS · Zurn Elkay Water Solutions Corp · Shareholders & Ownership

$47.71 +0.59 (+1.25%) At close · Oct 20

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$7.89B

166.87M

Volume · Oct 20 673.43K Avg daily vol (3M) 887.41K

Every disclosed holder of ZWS 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 ZWS

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)	439	148,462,241	88.97%	Yes
Insiders (Forms 3, 4, 5)	24	49,092,059	29.42%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	30,682,387	-18.39%	Negative
Registered funds (N-PORT, not summed)	415	74,173,057	44.45%	No

Shares outstanding: 166,871,913, 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 ZWS

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	24,566,503	14.72%	+540,082	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	8,956,957	5.37%	+41,242	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,883,392	2.33%	+215,755	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	1,401,561	0.84%	+175,307	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	1,335,379	0.80%	+54,591	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	278,941	0.17%	+34,528	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	Aimee Katz 13G CIK 1938013 · Unknown · Feb 13, 2025 Rule 13d-1(c), passive investor, not summed	15,259,985	9.14%	-8,200,857	Feb 13, 2025	Rule 13d-1(c), passive investor, not summed
2.1	Ice Mountain LLC Insider CIK 1938013 · Feb 13, 2025 Insider, issuer-wide	15,002,819	8.99%	-8,451,345	Feb 13, 2025	Insider, issuer-wide
3	Katz Aimee Insider CIK 2019124 · Feb 13, 2025 Insider, issuer-wide	15,009,497	8.99%	—	Feb 13, 2025	Insider, issuer-wide
4	Jalazo April Insider CIK 2019121 · Feb 13, 2025 Insider, issuer-wide	15,002,819	8.99%	—	Feb 13, 2025	Insider, issuer-wide
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,988,098	5.39%	+131,792	Jun 30, 2026	carried, not yet filed for the newest quarter
6	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,892,334	5.33%	-1,958,233	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G CIK 1021223 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,892,394	5.33%	-3,415,611	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,014,394	4.20%	+27,024	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	5,986,944	3.59%	+350,569	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	1,363,349	0.82%	+17,965	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	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	843,329	0.51%	+60,250	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	51,890	0.03%	-700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.4	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	22,106	0.01%	+400	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	3,731	0.00%	+158	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
9	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,504,857	3.30%	-115,942	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,036,936	3.02%	-18,931	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,649,274	2.79%	+45,656	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	867,465	0.52%	+87,132	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
11.2	Invesco S&P Global Water Index ETF Fund S000060819 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	525,883	0.32%	+34,728	Jul 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.3	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	482,941	0.29%	+71,463	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
11.4	Invesco Water Resources ETF Fund S000003048 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	469,021	0.28%	-244,074	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.5	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	321,292	0.19%	-22,415	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,842,182	2.30%	+196,110	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,636,350	2.18%	-17,879	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	BECK MACK & OLIVER LLC 13F CIK 10742 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,431,406	2.06%	-66,584	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	BECK, MACK & OLIVER PARTNERS FUND Fund S000026940 · Registered fund · Jun 30, 2026 FORUM FUNDS, not summed	80,000	0.05%	0	Jun 30, 2026	FORUM FUNDS, not summed
15	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,409,405	2.04%	+106,112	Jun 30, 2026	carried, not yet filed for the newest quarter
16	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,179,833	1.91%	+101,609	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	First Trust Water ETF Fund S000017178 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	754,427	0.45%	-13,223	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
16.2	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	54,494	0.03%	+8,619	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
16.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	40,769	0.02%	+284	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
16.4	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	36,396	0.02%	+1,826	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
16.5	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	16,363	0.01%	+3,747	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
17	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,045,939	1.83%	-149,924	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	AB Small Cap Growth Portfolio Fund S000010309 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	765,133	0.46%	-8,255	Jun 30, 2026	AB CAP FUND, INC., not summed
17.2	AB DISCOVERY GROWTH FUND, INC. Fund S000010117 · Registered fund · Jun 30, 2026 AB DISCOVERY GROWTH FUND, INC., not summed	689,544	0.41%	-11,632	Jun 30, 2026	AB DISCOVERY GROWTH FUND, INC., not summed
17.3	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	57,140	0.03%	-24,530	Jun 30, 2026	Bernstein Fund Inc, not summed
17.4	AB Small Cap Growth Portfolio Fund S000010435 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	13,824	0.01%	-1,256	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
17.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	4,792	0.00%	0	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
18	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,756,245	1.65%	-159,842	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	1,171,887	0.70%	-581,061	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
18.2	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	587,700	0.35%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
18.3	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	477,614	0.29%	-181,442	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
18.4	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	22,818	0.01%	+4,810	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
18.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	16,859	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
19	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,633,758	1.58%	+24,616	Jun 30, 2026	carried, not yet filed for the newest quarter
20	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,593,197	1.55%	+30,166	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	496,367	0.30%	+2,656	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	414,684	0.25%	+15,815	Jul 31, 2026	Dimensional ETF Trust, not summed
20.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	286,149	0.17%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
20.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	196,055	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.5	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	116,877	0.07%	+173	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21	Crescent Grove Advisors, LLC 13F CIK 1713520 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,349,563	1.41%	+1,014,788	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,303,063	1.38%	-23,576	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,284,516	1.37%	-521,854	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	1,251,955	0.75%	-116,546	May 29, 2026	Delaware Group Equity Funds V, not summed
23.2	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	518,456	0.31%	-14,700	May 29, 2026	Delaware Group Equity Funds V, not summed
23.3	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	270,300	0.16%	+3,050	Jun 30, 2026	Delaware VIP Trust, not summed
23.4	Nomura Smid Cap Core Fund Fund S000024831 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	78,988	0.05%	-3,240	Jun 30, 2026	IVY FUNDS, not summed
23.5	Optimum Small-Mid Cap Growth Fund Fund S000002424 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	56,055	0.03%	-2,150	Jun 30, 2026	Optimum Fund Trust, not summed
24	ADAMS TODD A. Insider CIK 1525211 · Feb 10, 2026 Director, issuer-wide	2,257,884	1.35%	—	Feb 10, 2026	Director, issuer-wide
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,176,223	1.30%	+378,621	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	284	0.00%	+147	Jul 31, 2026	E Trade Trust, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,150,657	1.29%	+64,725	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	713,637	0.43%	-9,270	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	401,042	0.24%	-1,225	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	367,448	0.22%	+37,651	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	173,936	0.10%	-12,385	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	88,664	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,096,197	1.26%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
28	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,826,934	1.09%	-80,228	Jun 30, 2026	carried, not yet filed for the newest quarter
29	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,794,463	1.08%	+20,148	Jun 30, 2026	carried, not yet filed for the newest quarter
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,772,636	1.06%	+95,367	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	76,418	0.05%	+6,978	Jun 30, 2026	Northern Funds, not summed
30.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,619	0.01%	-474	Jun 30, 2026	Northern Funds, not summed
30.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,190	0.00%	+256	Jul 31, 2026	FlexShares Trust, not summed
31	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,755,813	1.05%	+71,705	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
32	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,702,879	1.02%	+45,126	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,450,412	0.87%	+102,773	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	1,227,595	0.74%	+78,112	May 31, 2026	GLOBAL X FUNDS, not summed
33.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	72,438	0.04%	+7,357	Jul 31, 2026	GLOBAL X FUNDS, not summed
33.3	Global X Clean Water ETF Fund S000071326 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	21,083	0.01%	-9,141	May 31, 2026	GLOBAL X FUNDS, not summed
34	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,297,310	0.78%	+598,504	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	419,830	0.25%	+102,190	Jul 31, 2026	TIAA-CREF Funds, not summed
34.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	205,700	0.12%	+68,000	Jul 31, 2026	TIAA-CREF Funds, not summed
34.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	197,557	0.12%	+19,528	Jul 31, 2026	TIAA-CREF Funds, not summed
34.4	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	166,800	0.10%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
34.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	107,634	0.06%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
35	Janus Henderson Triton Fund Fund S000010485 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	1,289,411	0.77%	+21,050	Jun 30, 2026	Janus Investment Fund, not summed
36	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,287,614	0.77%	-197,559	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Carillon Eagle Small Cap Growth Fund Fund S000008482 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	105,578	0.06%	-2,454	Jun 30, 2026	Carillon Series Trust, not summed
37	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,195,815	0.72%	+273,742	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,195,710	0.72%	+298,096	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	172,274	0.10%	+54,211	Jun 30, 2026	Driehaus Mutual Funds, not summed
38.2	Driehaus Small/Mid Cap Growth Fund Fund S000068519 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	12,647	0.01%	+3,382	Jun 30, 2026	Driehaus Mutual Funds, not summed
39	FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Fund S000060086 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	1,172,600	0.70%	+39,400	Jun 30, 2026	Capitol Series Trust, not summed
40	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,130,367	0.68%	-117,052	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	221,602	0.13%	-15,475	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
40.2	Columbia Select Small Cap Value Fund Fund S000031375 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	156,413	0.09%	-2,757	May 31, 2026	Columbia Funds Series Trust II, not summed
40.3	Columbia Variable Portfolio - Select Small Cap Value Fund Fund S000019852 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	60,390	0.04%	+3,273	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
40.4	Columbia Global Opportunities Fund Fund S000031367 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	1,464	0.00%	+43	Jul 31, 2026	Columbia Funds Series Trust II, not summed
40.5	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	246	0.00%	-3	Jun 30, 2026	Columbia ETF Trust I, not summed
41	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,092,566	0.65%	+3,790	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	22,787	0.01%	+363	Jul 31, 2026	BNY Mellon ETF Trust, not summed
42	Virtus KAR Small-Mid Cap Core Fund Fund S000061485 · Registered fund · Jun 30, 2026 Virtus Equity Trust, not summed	1,091,605	0.65%	-388,721	Jun 30, 2026	Virtus Equity Trust, not summed
43	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,073,115	0.64%	+32,767	Jun 30, 2026	carried, not yet filed for the newest quarter
44	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,069,447	0.64%	+398,244	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,651,491	0.99%	+166,134	Jul 31, 2026	Fidelity Salem Street Trust, not summed
44.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	766,588	0.46%	-8,450	May 31, 2026	Fidelity Concord Street Trust, not summed
44.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	362,170	0.22%	+184,755	Jun 30, 2026	Fidelity Covington Trust, not summed
44.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	280,436	0.17%	+2,329	May 31, 2026	Fidelity Concord Street Trust, not summed
44.5	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	238,800	0.14%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
45	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,045,504	0.63%	+141,916	Jun 30, 2026	carried, not yet filed for the newest quarter
46	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,005,759	0.60%	-25,323	Jun 30, 2026	carried, not yet filed for the newest quarter
47	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	976,740	0.59%	-925,195	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	33,173	0.02%	+1,180	May 31, 2026	Goldman Sachs ETF Trust, not summed
47.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	9,796	0.01%	+3,767	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
47.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	5,857	0.00%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
47.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	4,768	0.00%	+24	May 31, 2026	Goldman Sachs ETF Trust II, not summed
47.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	4,365	0.00%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
48	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	915,442	0.55%	-353,761	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	900,775	0.54%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
50	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	862,675	0.52%	-26,757	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1439288 CUSIP 98983L108 13F (30d) 54 filings 54 filers Visit website Investor relations