CALM · Cal-Maine Foods Inc · Shareholders & Ownership

$62.99 +0.39 (+0.62%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.92B

46.71M

Volume · Oct 26 385.83K Avg daily vol (3M) 1.11M

Every disclosed holder of CALM 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 CALM

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)	448	44,368,694	94.99%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	1,466,568	3.14%	Yes
Remaining	—	875,351	1.87%	Rest
Registered funds (N-PORT, not summed)	359	25,129,942	53.80%	No

Shares outstanding: 46,710,613, 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 CALM

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	6,915,828	14.81%	-32,515	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	2,683,200	5.74%	-6,532	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,123,599	2.41%	+59,113	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	410,944	0.88%	—	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	399,926	0.86%	+13,449	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	80,360	0.17%	+9,654	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,921,735	6.26%	+402,252	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.1	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,742,643	5.87%	+223,160	Jun 30, 2026	carried, not yet filed for the newest quarter
2.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	513,237	1.10%	+30,769	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	407,172	0.87%	+8,631	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	350,055	0.75%	+11,462	Jul 31, 2026	Dimensional ETF Trust, not summed
2.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	254,056	0.54%	+12,995	Jul 31, 2026	Dimensional ETF Trust, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,842,908	6.09%	+91,147	Jun 30, 2026	carried, not yet filed for the newest quarter
4	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,520,562	5.40%	+511,602	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	American Century Investment Management, Inc. 13G CIK 52388 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,520,562	5.40%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	2,024,869	4.33%	+340,035	May 31, 2026	American Century ETF Trust, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,895,306	4.06%	+11,018	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,783,398	3.82%	+72,115	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	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	409,935	0.88%	+4,523	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	251,732	0.54%	+15,436	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	14,750	0.03%	-300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.4	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	7,544	0.02%	+120	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	6,351	0.01%	-2,053	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	River Road Asset Management, LLC 13F CIK 1341401 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,655,409	3.54%	+285,887	Jun 30, 2026	carried, not yet filed for the newest quarter
9	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,569,268	3.36%	-209,200	Jun 30, 2026	carried, not yet filed for the newest quarter
10	BAKER ADOLPHUS B Insider CIK 1036241 · Jan 13, 2026 Director, issuer-wide, not summed	1,503,964	3.22%	+648	Jan 13, 2026	Director, issuer-wide, not summed
10.1	BAKER ADOLPHUS B 13D CIK 1036241 · Unknown · Aug 4, 2025 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands	1,466,568	3.14%	+106	Aug 4, 2025
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,308,172	2.80%	-663	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,274,076	2.73%	-278,221	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	First Trust BuyWrite Income ETF Fund S000040302 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	70,085	0.15%	-20,883	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
12.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	58,100	0.12%	-12,886	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
12.3	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	54,143	0.12%	+10,285	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
12.4	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	14,834	0.03%	+1,028	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
12.5	First Trust Active Factor Mid Cap ETF Fund S000066789 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	10,187	0.02%	+2,159	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
13	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,266,304	2.71%	+52,227	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,220,110	2.61%	+77,802	Jun 30, 2026	carried, not yet filed for the newest quarter
15	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,072,670	2.30%	-42,418	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	119	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	945,856	2.02%	-3,913	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	926,148	1.98%	-33,999	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	FlexShares Morningstar Global Upstream Natural Resources Index Fund Fund S000033315 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	279,871	0.60%	-20,539	Jul 31, 2026	FlexShares Trust, not summed
17.2	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	31,995	0.07%	—	Jun 30, 2026	Northern Funds, not summed
17.3	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	27,060	0.06%	-579	Jul 31, 2026	FlexShares Trust, not summed
17.4	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	22,143	0.05%	+2,121	Jun 30, 2026	Northern Funds, not summed
17.5	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,516	0.03%	-1,134	Jul 31, 2026	FlexShares Trust, not summed
18	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	758,596	1.62%	-58,279	Jun 30, 2026	carried, not yet filed for the newest quarter
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	743,541	1.59%	+38,417	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	215,552	0.46%	-5,528	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	176,882	0.38%	+23,156	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	106,062	0.23%	+10,761	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	61,699	0.13%	+14,676	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	26,767	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	737,116	1.58%	-185,531	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
21	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	720,051	1.54%	+506,478	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	718,648	1.54%	+20,921	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,689	0.00%	-31	Jul 31, 2026	BNY Mellon ETF Trust, not summed
23	Corient Private Wealth LLC 13F CIK 1948780 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	640,662	1.37%	-8,873	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	545,227	1.17%	+13,940	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	510,488	1.09%	+10,425	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	396,376	0.85%	+42,625	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Janus Henderson Mid Cap Value Fund Fund S000010471 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	193,018	0.41%	+24,149	Jun 30, 2026	Janus Investment Fund, not summed
26.2	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	146,327	0.31%	+14,776	Jun 30, 2026	Janus Investment Fund, not summed
26.3	Janus Henderson VIT Mid Cap Value Portfolio Fund S000010397 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	12,227	0.03%	+1,462	Jun 30, 2026	Janus Aspen Series, not summed
27	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	360,232	0.77%	+61,817	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	19,137	0.04%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
27.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	18,533	0.04%	-523	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	2,669	0.01%	-2,068	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
28	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	350,096	0.75%	+81,923	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	100,197	0.21%	+41,938	Jun 30, 2026	Victory Portfolios II, not summed
28.2	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	90,311	0.19%	+15,352	Jun 30, 2026	Victory Portfolios II, not summed
28.3	VictoryShares Small Cap Free Cash Flow ETF Fund S000080690 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	76,450	0.16%	+33,839	Jun 30, 2026	Victory Portfolios II, not summed
28.4	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	34,815	0.07%	+2,817	Jul 31, 2026	Victory Portfolios III, not summed
28.5	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	24,123	0.05%	-870	Jun 30, 2026	Victory Portfolios II, not summed
29	HENNESSY ADVISORS INC 13F CIK 1145255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	346,800	0.74%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Hennessy Cornerstone Mid Cap 30 Fund Fund S000044801 · Registered fund · Jul 31, 2026 Hennessy Funds Trust, not summed	346,800	0.74%	0	Jul 31, 2026	Hennessy Funds Trust, not summed
30	SPROTT INC. 13F CIK 1512920 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	342,780	0.73%	+25,000	Jun 30, 2026	carried, not yet filed for the newest quarter
31	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	336,618	0.72%	+323,465	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	330,975	0.71%	-33,135	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Pacer US Small Cap Cash Cows 100 ETF Fund S000055468 · Registered fund · Jul 31, 2026 Pacer Funds Trust, not summed	328,965	0.70%	-30,538	Jul 31, 2026	Pacer Funds Trust, not summed
34	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	319,462	0.68%	+8,226	Jun 30, 2026	carried, not yet filed for the newest quarter
35	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	315,337	0.68%	+6,757	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	98,978	0.21%	+9,454	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
35.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	32,812	0.07%	-2,397	Jul 31, 2026	Principal Funds, Inc, not summed
35.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,899	0.01%	—	Jul 31, 2026	Principal Funds, Inc, not summed
36	VANGUARD CONSUMER STAPLES INDEX FUND Fund S000004447 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	311,433	0.67%	+30,777	May 31, 2026	VANGUARD WORLD FUND, not summed
37	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	300,748	0.64%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	291,980	0.63%	-15,737	Jun 30, 2026	carried, not yet filed for the newest quarter
39	AMG River Road Small Cap Value Fund Fund S000001130 · Registered fund · Jul 31, 2026 AMG Funds IV, not summed	275,505	0.59%	+28,356	Jul 31, 2026	AMG Funds IV, not summed
40	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	265,741	0.57%	+41,812	Jun 30, 2026	carried, not yet filed for the newest quarter
41	First Trust Dow Jones Global Select Dividend Index Fund Fund S000019507 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund II, not summed	264,110	0.57%	+27,683	Jun 30, 2026	First Trust Exchange-Traded Fund II, not summed
42	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	252,844	0.54%	+226,522	Jun 30, 2026	carried, not yet filed for the newest quarter
43	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	240,273	0.51%	+2,203	Jun 30, 2026	WisdomTree Trust, not summed
44	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	223,458	0.48%	+4,143	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
45	Twin Lions Management LLC 13F CIK 2055318 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	221,544	0.47%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	218,267	0.47%	-108,447	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	53,173	0.11%	-5,101	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
46.2	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	34,164	0.07%	+1,189	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
46.3	Invesco S&P SmallCap Consumer Staples ETF Fund S000028296 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	31,151	0.07%	-10,156	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
46.4	Invesco S&P SmallCap High Dividend Low Volatility ETF Fund S000055539 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	29,592	0.06%	+1,424	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
46.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	15,078	0.03%	+2,831	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
47	JNL Multi-Manager Small Cap Value Fund Fund S000001798 · Registered fund · Jun 30, 2026 JNL Series Trust, not summed	210,042	0.45%	+75,377	Jun 30, 2026	JNL Series Trust, not summed
48	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	202,936	0.43%	+27,328	Sep 30, 2026
49	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	188,735	0.40%	+54,641	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Baird Financial Group, Inc. 13F CIK 1648711 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	187,732	0.40%	+6,923	Jun 30, 2026	carried, not yet filed for the newest quarter

53 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.

Showing 1–50 of 619 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 16160 CUSIP 128030202 13F (30d) 71 filings 71 filers Visit website Investor relations