CARG · CarGurus, Inc. · Shareholders & Ownership

$31.19 -0.47 (-1.48%) At close · Oct 21

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.78B

89.07M

Volume · Oct 21 1.21M Avg daily vol (3M) 1.18M

Every disclosed holder of CARG 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 CARG

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)	378	79,910,506	89.71%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	3	18,444,669	20.71%	Yes
Remaining	—	9,281,697	-10.42%	Negative
Registered funds (N-PORT, not summed)	364	36,398,668	40.86%	No

Shares outstanding: 89,073,478, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CARG

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	11,803,358	13.25%	-209,237	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	4,577,708	5.14%	-299,595	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,964,066	2.21%	+25,450	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	695,599	0.78%	+52,637	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	340,400	0.38%	-10,508	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	326,781	0.37%	-69,857	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,715,273	5.29%	+80,572	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Foxhaven Asset Management, LP 13G CIK 1590531 · Registered investment adviser · Sep 30, 2024 Rule 13d-1(c), passive investor	3,792,087	4.26%	-1,222,845	Sep 30, 2024	Rule 13d-1(c), passive investor
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,302,216	3.71%	-194,860	Jun 30, 2026	carried, not yet filed for the newest quarter
5	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,255,283	3.65%	-2,690,687	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,255,283	3.65%	-2,690,687	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,110,647	3.49%	+1,413,801	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Fundamental All Cap Core Fund Fund S000032685 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	183,359	0.21%	+51,450	May 31, 2026	John Hancock Funds II, not summed
6.2	John Hancock Multifactor Small Cap ETF Fund S000059464 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	18,909	0.02%	-1,866	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
6.3	John Hancock Fundamental All Cap Core ETF Fund S000082342 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	1,631	0.00%	+676	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,021,044	3.39%	-73,478	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	698,737	0.78%	-35,974	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	213,136	0.24%	-1,169	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	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	195,509	0.22%	-15,824	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	25,700	0.03%	-2,800	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	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	17,430	0.02%	+200	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	Prevatt Capital Ltd 13F CIK 2009520 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,575,000	2.89%	+100,000	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Orbis Allan Gray Ltd 13F CIK 1663865 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,407,398	2.70%	+74,139	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	2,296,413	2.58%	-156,146	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	2,125,686	2.39%	+149,338	Sep 30, 2026
11.1	Congress Small Cap Growth Fund Fund S000058028 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	866,437	0.97%	-318,563	Jul 31, 2026	Professionally Managed Portfolios, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,093,962	2.35%	-7,074	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Dragoneer Investment Group, LLC 13G CIK 1602189 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(b), qualified institution	1,837,399	2.06%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,822,639	2.05%	+35,191	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	382,981	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	322,909	0.36%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	263,583	0.30%	+874	Jul 31, 2026	Dimensional ETF Trust, not summed
14.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	148,244	0.17%	-1,122	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	139,163	0.16%	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	1,705,214	1.91%	+51,713	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,653,945	1.86%	-117,851	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,573,354	1.77%	+207,712	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	64	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
18	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,319,331	1.48%	+30,575	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	297,902	0.33%	-20,784	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
18.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	122,628	0.14%	-4,363	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.3	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	80,926	0.09%	+2,833	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
18.4	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	76,716	0.09%	+17,676	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	33,247	0.04%	+5,209	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
19	Fundamental All Cap Core Trust Fund S000008296 · Registered fund · Jun 30, 2026 John Hancock Variable Insurance Trust, not summed	1,118,194	1.26%	+491,496	Jun 30, 2026	John Hancock Variable Insurance Trust, 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	1,058,779	1.19%	-7,595	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	392,591	0.44%	-2,192	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	212,114	0.24%	+16,433	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	183,005	0.21%	+9,677	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	62,187	0.07%	+5,919	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	50,868	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21	Steinert Langley Insider CIK 1719138 · Oct 1, 2026 Director, Executive Chair, 10% Owner, issuer-wide, not summed	959,483	1.08%	-12,653	Oct 1, 2026	Director, Executive Chair, 10% Owner, issuer-wide, not summed
21.1	Langley Steinert 13G CIK 1719138 · Unknown · Jun 30, 2025 Rule 13d-1(d), exempt investor	12,815,183	14.39%	-452,130	Jun 30, 2025	Rule 13d-1(d), exempt investor
22	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	951,875	1.07%	+759,286	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	949,416	1.07%	-43,073	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	943,303	1.06%	+96,446	Jun 30, 2026	carried, not yet filed for the newest quarter
25	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	919,306	1.03%	+136,146	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	59,412	0.07%	+5,422	May 31, 2026	Goldman Sachs ETF Trust, not summed
25.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	48,396	0.05%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
25.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	12,452	0.01%	-973	Jul 31, 2026	Goldman Sachs Trust II, not summed
25.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	5,568	0.01%	+4,029	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
25.5	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	1,310	0.00%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
26	Trevisan Jason Insider CIK 1718636 · Oct 1, 2026 Director, Chief Executive Officer, issuer-wide, not summed	903,253	1.01%	—	Oct 1, 2026	Director, Chief Executive Officer, issuer-wide, not summed
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	871,218	0.98%	-34,343	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	ALTA FOX CAPITAL MANAGEMENT, LLC 13F CIK 1858353 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	843,546	0.95%	-743,800	Jun 30, 2026	carried, not yet filed for the newest quarter
29	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	826,385	0.93%	-308,694	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	121,268	0.14%	-8,040	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
29.2	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	59,975	0.07%	-1,455	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
29.3	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	110	0.00%	-9	Jun 30, 2026	Columbia ETF Trust I, not summed
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	823,662	0.92%	+8,798	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	38,230	0.04%	+1,244	Jun 30, 2026	Northern Funds, not summed
30.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,551	0.01%	-272	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	5,688	0.01%	+1,957	Jul 31, 2026	FlexShares Trust, not summed
31	Touchstone Strategic Trust-Touchstone Small Company Fund Fund S000059011 · Registered fund · Jun 30, 2026 Touchstone Strategic Trust, not summed	810,773	0.91%	-14,151	Jun 30, 2026	Touchstone Strategic Trust, not summed
32	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	793,696	0.89%	-683,749	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	730,183	0.82%	+259,862	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	343,390	0.39%	+257,870	Jul 31, 2026	TIAA-CREF Funds, not summed
33.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	225,100	0.25%	+123,700	Jul 31, 2026	TIAA-CREF Funds, not summed
33.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	216,960	0.24%	+134,760	Jun 30, 2026	College Retirement Equities Fund, not summed
33.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	99,483	0.11%	+4,706	Jul 31, 2026	TIAA-CREF Funds, not summed
33.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	74,154	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
34	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13F CIK 1009016 · Unknown · Sep 30, 2026	718,447	0.81%	-350,633	Sep 30, 2026
35	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	690,517	0.78%	+303,186	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	229,900	0.26%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
35.2	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	14,001	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
35.3	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	11,494	0.01%	+2,064	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
36	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	673,827	0.76%	+330,100	Jun 30, 2026	carried, not yet filed for the newest quarter
37	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	647,021	0.73%	+7,288	Jun 30, 2026	carried, not yet filed for the newest quarter
38	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	620,360	0.70%	+546,662	Jun 30, 2026	carried, not yet filed for the newest quarter
39	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	617,874	0.69%	-5,276	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	606,281	0.68%	+147,015	Jun 30, 2026	carried, not yet filed for the newest quarter
41	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	575,621	0.65%	+540,908	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	823,299	0.92%	+42,679	Jul 31, 2026	Fidelity Salem Street Trust, not summed
41.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	491,963	0.55%	—	Jun 30, 2026	Fidelity Covington Trust, not summed
41.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	423,574	0.48%	-18,737	May 31, 2026	Fidelity Concord Street Trust, not summed
41.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	154,199	0.17%	+4,079	May 31, 2026	Fidelity Concord Street Trust, not summed
41.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	124,814	0.14%	+4,291	May 31, 2026	Fidelity Concord Street Trust, not summed
42	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	572,846	0.64%	-151,453	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	264,657	0.30%	-4,253	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
42.2	William Blair Small-Mid Cap Value Fund Fund S000080810 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	1,346	0.00%	0	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
43	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	568,330	0.64%	-5,076	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	194,782	0.22%	+18,682	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
43.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	55,973	0.06%	-7,881	Jul 31, 2026	Principal Funds, Inc, not summed
43.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	6,539	0.01%	+1,576	Jul 31, 2026	Principal Funds, Inc, not summed
44	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	565,241	0.63%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	539,610	0.61%	-19,169	Jun 30, 2026	carried, not yet filed for the newest quarter
46	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	488,426	0.55%	-97,920	Jun 30, 2026	carried, not yet filed for the newest quarter
47	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	468,534	0.53%	+70,300	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Disciplined Core Equity Fund Fund S000005977 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	58,242	0.07%	-2,323	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
47.2	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	24,900	0.03%	+2,228	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
47.3	Disciplined Value Fund Fund S000005979 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	17,979	0.02%	-91,049	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
47.4	Disciplined Growth Fund Fund S000005976 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	6,104	0.01%	-5,078	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
48	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	467,013	0.52%	-707,456	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Aberdeen Group plc 13F CIK 1716774 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	462,097	0.52%	+75,956	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	abrdn U.S. Small Cap Equity Fund Fund S000020297 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	175,837	0.20%	+36,641	Jul 31, 2026	abrdn Funds, not summed
49.2	abrdn Focused U.S. Small Cap Active ETF Fund S000088604 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	4,537	0.01%	-497	Jul 31, 2026	abrdn Funds, not summed
50	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	458,514	0.51%	-31,885	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,818	0.00%	+128	Jul 31, 2026	BNY Mellon ETF Trust, not summed

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Key facts CIK 1494259 CUSIP 141788109 13F (30d) 58 filings 55 filers Visit website Investor relations