BGC · BGC Group, Inc. · Shareholders & Ownership

$10.93 +0.45 (+4.29%) Play latest call Q3 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.98B

475.47M

Volume · Nov 9 320.4K Avg daily vol (3M) 3.28M

Every disclosed holder of BGC 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 BGC

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)	376	312,461,720	65.72%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	2	104,457,580	21.97%	Yes
Remaining	—	58,547,222	12.31%	Rest
Registered funds (N-PORT, not summed)	313	157,072,248	33.04%	No

Shares outstanding: 475,466,522, 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.

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 BGC

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	Lutnick Brandon Insider CIK 2048880 · Oct 6, 2025 Director, 10% Owner, issuer-wide, not summed	211,825,472	44.55%	+205,723,214	Oct 6, 2025	Director, 10% Owner, issuer-wide, not summed
2	CF GROUP MANAGEMENT INC Insider CIK 1251145 · Oct 6, 2025 Director, 10% Owner, issuer-wide, not summed	105,286,722	22.14%	+8,973,721	Oct 6, 2025	Director, 10% Owner, issuer-wide, not summed
3	CANTOR FITZGERALD, L. P. 13D CIK 1024896 · Unknown · Oct 6, 2025	102,314,198	21.52%	+8,973,721	Oct 6, 2025
3.1	CANTOR FITZGERALD, L. P. Insider CIK 1024896 · Oct 6, 2025 Director, 10% Owner, issuer-wide, not summed	102,314,198	21.52%	+8,973,721	Oct 6, 2025	Director, 10% Owner, issuer-wide, not summed
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	57,478,652	12.09%	+2,880,456	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	22,231,507	4.68%	+424,748	Jun 30, 2026	iShares Trust, not summed
4.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	9,689,169	2.04%	+776,176	Jun 30, 2026	iShares Trust, not summed
4.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,484,815	0.73%	+527,298	Jun 30, 2026	iShares Trust, not summed
4.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,959,616	0.41%	+112,012	Jun 30, 2026	iShares Trust, not summed
4.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,302,290	0.27%	-151,715	Jun 30, 2026	iShares Trust, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,739,608	5.41%	+1,195,417	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Rubric Capital Management LP 13F CIK 1687509 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,800,000	5.01%	+500,000	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,647,701	3.50%	+332,041	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	15,344,534	3.23%	+862,574	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	3,381,675	0.71%	+82,188	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	1,253,541	0.26%	+123,227	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	799,118	0.17%	+24,569	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	602,685	0.13%	-126,207	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	128,200	0.03%	+2,400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	11,748,437	2.47%	+151,358	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,600,823	2.23%	+1,954,237	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	4,119,686	0.87%	+541,015	Jul 31, 2026	Fidelity Salem Street Trust, not summed
10.2	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	3,590,800	0.76%	-600,199	Jul 31, 2026	Fidelity Capital Trust, not summed
10.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	2,022,482	0.43%	+205,985	Jun 30, 2026	Fidelity Covington Trust, not summed
10.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	1,798,175	0.38%	-78,849	Aug 31, 2026	Fidelity Concord Street Trust, not summed
10.5	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,090,640	0.23%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	9,638,849	2.03%	-86,114	Sep 30, 2026
12	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	9,255,272	1.95%	+62,883	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	4,184,541	0.88%	-32,975	Jun 30, 2026	College Retirement Equities Fund, not summed
12.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	1,660,890	0.35%	-32,880	Jul 31, 2026	TIAA-CREF Funds, not summed
12.3	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	732,730	0.15%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
12.4	Nuveen Small Cap Value Opportunities Fund Fund S000000606 · Registered fund · Jun 30, 2026 Nuveen Investment Trust, not summed	654,096	0.14%	0	Jun 30, 2026	Nuveen Investment Trust, not summed
12.5	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	488,219	0.10%	+57,939	Jul 31, 2026	TIAA-CREF Funds, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,479,566	1.78%	+111,820	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	8,375,295	1.76%	+124,545	Sep 30, 2026
14.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,574,312	0.33%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,148,722	0.24%	+28,085	Jul 31, 2026	Dimensional ETF Trust, not summed
14.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,016,280	0.21%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	800,402	0.17%	+119,414	Jul 31, 2026	Dimensional ETF Trust, not summed
14.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	571,261	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,226,432	1.52%	-59,509	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,412,111	1.35%	-450,757	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	2,101,644	0.44%	-270,479	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
16.2	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	1,161,784	0.24%	-89,563	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
16.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	379,220	0.08%	+20,909	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
16.4	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	292,824	0.06%	-26,979	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.5	Invesco Dorsey Wright Financial Momentum ETF Fund S000013102 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	92,819	0.02%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,171,804	1.30%	+4,649,638	Jun 30, 2026	carried, not yet filed for the newest quarter
18	LAZARD ASSET MANAGEMENT LLC 13F CIK 1207017 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,415,536	1.14%	+5,098,922	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,369,512	1.13%	+37,003	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,000,038	1.05%	+245,430	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,761,420	0.37%	+16,137	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	917,731	0.19%	+123,328	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	622,475	0.13%	+33,974	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.4	Schwab Crypto Thematic ETF Fund S000076371 · Registered fund · Jun 30, 2026 SCHWAB STRATEGIC TRUST, not summed	376,451	0.08%	+121,120	Jun 30, 2026	SCHWAB STRATEGIC TRUST, not summed
20.5	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	311,156	0.07%	+35,360	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,646,397	0.98%	-446,845	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	501	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
22	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	4,489,125	0.94%	+1,094,267	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
23	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,307,540	0.91%	+798,761	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,233,837	0.89%	+179,413	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	Private Capital Management, LLC 13F CIK 1588456 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,215,222	0.89%	+76,800	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Private Capital Management Value Fund Fund S000028203 · Registered fund · Jul 31, 2026 FundVantage Trust, not summed	318,070	0.07%	0	Jul 31, 2026	FundVantage Trust, not summed
26	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,963,378	0.83%	+3,525,049	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	1,434,700	0.30%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
26.2	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	57,572	0.01%	+14,236	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
26.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	49,221	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
26.4	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	33,456	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
27	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,887,941	0.82%	+385,774	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	190,897	0.04%	+23,433	Jun 30, 2026	Northern Funds, not summed
27.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	59,408	0.01%	+34,897	Jul 31, 2026	FlexShares Trust, not summed
27.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	44,916	0.01%	+12,523	Jun 30, 2026	Northern Funds, not summed
28	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	3,539,645	0.74%	+1,668,443	Sep 30, 2026
28.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	272,314	0.06%	-13,154	Jul 31, 2026	Principal Funds, Inc, not summed
28.2	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	32,653	0.01%	+9,760	Jul 31, 2026	Principal Funds, Inc, not summed
29	SOROS FUND MANAGEMENT LLC 13F CIK 1029160 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,481,891	0.73%	-717,822	Jun 30, 2026	carried, not yet filed for the newest quarter
30	AltraVue Capital, LLC 13F CIK 1740837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,344,270	0.70%	-149,620	Jun 30, 2026	carried, not yet filed for the newest quarter
31	PRIVATE MANAGEMENT GROUP INC 13F CIK 1142031 · Registered investment adviser · Sep 30, 2026	3,299,377	0.69%	+1,290	Sep 30, 2026
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,008,749	0.63%	+376,855	Jun 30, 2026	carried, not yet filed for the newest quarter
33	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,985,375	0.63%	+1,255,620	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	2,805,194	0.59%	-43,742	Sep 30, 2026
34.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	13,618	0.00%	+1,312	Jul 31, 2026	BNY Mellon ETF Trust, not summed
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,670,144	0.56%	+152,037	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	2,431,199	0.51%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
37	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,373,055	0.50%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
38	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,320,440	0.49%	+986,054	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	2,162,571	0.45%	+299,600	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
40	MILLENNIUM MANAGEMENT LLC 13G CIK 1273087 · Registered investment adviser · Mar 14, 2024 Rule 13d-1(c), passive investor, unconfirmed, last confirmed Mar 14, 2024	2,143,382	0.45%	—	Mar 14, 2024	Rule 13d-1(c), passive investor, unconfirmed, last confirmed Mar 14, 2024
41	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,126,219	0.45%	-140,716	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	111,820	0.02%	-16,003	Jul 31, 2026	Goldman Sachs Trust, not summed
41.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	88,462	0.02%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
41.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	48,168	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
41.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	39,493	0.01%	-6,159	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
41.5	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	31,071	0.01%	-2,430	Jul 31, 2026	Goldman Sachs Trust II, not summed
42	O'Keefe Stevens Advisory, Inc. 13F CIK 1780565 · Registered investment adviser · Sep 30, 2026	1,893,192	0.40%	+59,261	Sep 30, 2026
43	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Sep 30, 2026	1,737,769	0.37%	-70,769	Sep 30, 2026
43.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	296,615	0.06%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
43.2	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	141,259	0.03%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
43.3	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	113,556	0.02%	-225	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
43.4	Multi-Strategy Income Fund Fund S000048356 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	49,736	0.01%	-99	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
43.5	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	35,124	0.01%	-2,647	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
44	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,631,075	0.34%	+290,794	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
45	MUHLENKAMP & CO INC 13F CIK 1133219 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,447,070	0.30%	+3,129	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Muhlenkamp Fund Fund S000046566 · Registered fund · Jun 30, 2026 Managed Portfolio Series, not summed	840,161	0.18%	0	Jun 30, 2026	Managed Portfolio Series, not summed
46	Column Small Cap Select Fund Fund S000082920 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	1,446,315	0.30%	+159,937	Aug 31, 2026	Trust for Professional Managers, not summed
47	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,435,491	0.30%	+197,120	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · Aug 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	1,331,279	0.28%	+75,085	Aug 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
49	SG Americas Securities, LLC 13F CIK 1313360 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,302,903	0.27%	-605,904	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,269,834	0.27%	-29,411	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1094831 CUSIP 088929104 13F (30d) 172 filings 153 filers Visit website Investor relations