CAKE · Cheesecake Factory Inc · Shareholders & Ownership

$116.43 +0.25 (+0.22%) At close · Oct 20

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.79B

49.76M

Volume · Oct 20 880.96K Avg daily vol (3M) 1.59M

Every disclosed holder of CAKE 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 CAKE

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)	350	51,103,139	102.70%	Yes
Insiders (Forms 3, 4, 5)	12	3,733,804	7.50%	Yes
13D/G-only blocks	1	2,175,310	4.37%	Yes
Remaining	—	7,251,619	-14.57%	Negative
Registered funds (N-PORT, not summed)	284	24,897,489	50.03%	No

Shares outstanding: 49,760,634, 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 CAKE

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	6,977,100	14.02%	+303,250	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	2,754,033	5.53%	+1,143	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,215,231	2.44%	+81,821	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	437,108	0.88%	+59,181	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	217,656	0.44%	+7,679	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	184,977	0.37%	-25,486	Jun 30, 2026	iShares Trust, not summed
2	OVERTON DAVID Insider CIK 902162 · Aug 5, 2026 Director, CHAIRMAN AND C.E.O., issuer-wide	3,494,660	7.02%	—	Aug 5, 2026	Director, CHAIRMAN AND C.E.O., issuer-wide
2.1	David Overton 13G CIK 902162 · Unknown · Mar 31, 2025 Rule 13d-1(d), exempt investor, not summed	3,462,516	6.96%	-355,302	Mar 31, 2025	Rule 13d-1(d), exempt investor, not summed
3	FMR LLC 13G CIK 315066 · Holding company · Jul 31, 2026 Rule 13d-1(b), qualified institution, not summed	3,474,051	6.98%	-2,714,854	Jul 31, 2026	Rule 13d-1(b), qualified institution, not summed
3.1	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,097,542	12.25%	+181,260	Jun 30, 2026	carried, not yet filed for the newest quarter
3.2	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	836,701	1.68%	-397,655	Jul 31, 2026	Fidelity Puritan Trust, not summed
3.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	707,000	1.42%	+11,600	May 31, 2026	Fidelity Rutland Square Trust II, not summed
3.4	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	617,458	1.24%	-57,730	Jul 31, 2026	Fidelity Securities Fund, not summed
3.5	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	517,151	1.04%	+59,678	Jul 31, 2026	Fidelity Salem Street 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	2,852,204	5.73%	+78,740	Jun 30, 2026	carried, not yet filed for the newest quarter
5	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Sep 30, 2025 Rule 13d-1(b), qualified institution	2,175,310	4.37%	-870,395	Sep 30, 2025	Rule 13d-1(b), qualified institution
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,027,468	4.07%	+5,758	Jun 30, 2026	carried, not yet filed for the newest quarter
7	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,012,694	4.04%	-75,924	Jun 30, 2026	carried, not yet filed for the newest quarter
8	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,004,441	4.03%	+230,742	Jun 30, 2026	carried, not yet filed for the newest quarter
9	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,999,424	4.02%	+735,632	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	1,867,389	3.75%	+66,909	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	417,644	0.84%	+3,027	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	135,930	0.27%	+7,731	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	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	111,159	0.22%	-1,050	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.4	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	21,588	0.04%	-6,219	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, 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	16,355	0.03%	-300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,792,513	3.60%	-199,562	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,647,006	3.31%	+1,205,373	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	125,131	0.25%	—	Jun 30, 2026	Goldman Sachs Trust, not summed
12.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	77,836	0.16%	+54,877	Jul 31, 2026	Goldman Sachs Trust, not summed
12.3	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	76,115	0.15%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
12.4	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	33,384	0.07%	+10,901	Jul 31, 2026	Goldman Sachs Trust, not summed
12.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	18,119	0.04%	+16,786	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
13	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,642,794	3.30%	-367,410	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	487,600	0.98%	-99,233	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
13.2	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	270,997	0.54%	-38,304	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
13.3	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	199,993	0.40%	0	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
13.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	68,875	0.14%	-17,586	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13.5	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	45,755	0.09%	-3,508	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,590,973	3.20%	+146,073	May 31, 2026	American Century ETF Trust, not summed
15	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,420,438	2.85%	-10,480	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	1,262,468	2.54%	+20,325	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	225,175	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	163,668	0.33%	+6,134	Jul 31, 2026	Dimensional ETF Trust, not summed
16.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	154,068	0.31%	+132	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	115,029	0.23%	+531	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	113,900	0.23%	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	1,219,196	2.45%	+69,641	Jun 30, 2026	carried, not yet filed for the newest quarter
18	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,210,580	2.43%	+28,525	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,025,739	2.06%	-9,974	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	859,373	1.73%	-179,571	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Inception Portfolio Fund S000002825 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	21,924	0.04%	-42,341	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
20.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	32	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	689,030	1.38%	-616,831	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	649,635	1.31%	-9,211	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	HENNESSY ADVISORS INC 13F CIK 1145255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	646,700	1.30%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Hennessy Cornerstone Mid Cap 30 Fund Fund S000044801 · Registered fund · Jul 31, 2026 Hennessy Funds Trust, not summed	646,700	1.30%	0	Jul 31, 2026	Hennessy Funds Trust, not summed
24	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	623,808	1.25%	+573,057	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	373,300	0.75%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
24.2	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	7,222	0.01%	+1,661	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
24.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	5,840	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
25	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	622,554	1.25%	-747,188	Jun 30, 2026	carried, not yet filed for the newest quarter
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	619,981	1.25%	+5,676	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	219,595	0.44%	-2,543	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	114,978	0.23%	+13,489	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	95,807	0.19%	-5,446	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.4	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	28,675	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	27,421	0.06%	+2,007	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27	Harbor Small Cap Value Fund Fund S000000689 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	618,719	1.24%	-165,840	Jul 31, 2026	HARBOR FUNDS, not summed
28	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	562,400	1.13%	+562,400	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	544,893	1.10%	+41,687	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	23,937	0.05%	+2,593	Jun 30, 2026	Northern Funds, not summed
29.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,442	0.01%	-127	Jun 30, 2026	Northern Funds, not summed
29.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,058	0.01%	+142	Jul 31, 2026	FlexShares Trust, not summed
30	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	524,189	1.05%	+14,109	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	477,999	0.96%	+4,775	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,747	0.00%	+93	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	468,472	0.94%	-23,058	Jun 30, 2026	carried, not yet filed for the newest quarter
33	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	450,000	0.90%	-550,037	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	BARON SMALL CAP FUND Fund S000000584 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	450,000	0.90%	-550,000	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
34	Virtus KAR Small-Cap Value Fund Fund S000021181 · Registered fund · Jun 30, 2026 Virtus Equity Trust, not summed	395,789	0.80%	-34,200	Jun 30, 2026	Virtus Equity Trust, not summed
35	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	332,912	0.67%	+8,555	Jun 30, 2026	carried, not yet filed for the newest quarter
36	JONES FINANCIAL COMPANIES LLLP 13F CIK 815917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	328,760	0.66%	+11,080	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	328,383	0.66%	+10,340	Jun 30, 2026	carried, not yet filed for the newest quarter
38	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	316,750	0.64%	+9,821	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	92,072	0.19%	+9,497	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
38.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	33,678	0.07%	-2,364	Jul 31, 2026	Principal Funds, Inc, not summed
38.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	4,085	0.01%	+1,191	Jul 31, 2026	Principal Funds, Inc, not summed
39	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	311,672	0.63%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
40	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	307,500	0.62%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
41	1290 VT GAMCO Small Company Value Portfolio Fund S000009151 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	304,500	0.61%	0	Jun 30, 2026	EQ Advisors Trust, not summed
42	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	296,634	0.60%	+12,146	Jun 30, 2026	carried, not yet filed for the newest quarter
43	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	287,727	0.58%	-68,182	Jun 30, 2026	carried, not yet filed for the newest quarter
44	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	254,975	0.51%	-24,006	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Aequim Alternative Investments LP 13F CIK 1728201 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	243,875	0.49%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	237,657	0.48%	+8,463	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
47	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	225,456	0.45%	-23,477	Jun 30, 2026	carried, not yet filed for the newest quarter
48	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	224,994	0.45%	-55,737	Jun 30, 2026	carried, not yet filed for the newest quarter
49	GAGNON SECURITIES LLC 13F CIK 1125725 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	221,792	0.45%	-3,256	Jun 30, 2026	carried, not yet filed for the newest quarter
50	ExodusPoint Capital Management, LP 13F CIK 1736225 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	216,138	0.43%	+107,499	Jun 30, 2026	carried, not yet filed for the newest quarter

65 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 887596 CUSIP 163072101 13F (30d) 45 filings 42 filers Visit website Investor relations