CART · Maplebear Inc. · Shareholders & Ownership

$50.76 +0.85 (+1.70%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$11.56B

231.50M

Volume · Oct 20 2.49M Avg daily vol (3M) 3.87M

Every disclosed holder of CART 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 CART

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)	500	193,945,224	83.78%	Yes
Insiders (Forms 3, 4, 5)	17	53,249,552	23.00%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	15,694,709	-6.78%	Negative
Registered funds (N-PORT, not summed)	467	54,120,802	23.38%	No

Shares outstanding: 231,500,067, 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 CART

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	Sundheim Daniel S. Insider CIK 1621588 · May 22, 2026 Director, 10% Owner, issuer-wide	26,711,408	11.54%	+6,048	May 22, 2026	Director, 10% Owner, issuer-wide
2	D1 Capital Partners L.P. 13F CIK 1747057 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,564,435	9.75%	+6,180	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Apoorva Mehta 13G CIK 1991547 · Unknown · Jun 30, 2025 Rule 13d-1(d), exempt investor, not summed	22,280,677	9.62%	-6,000,000	Jun 30, 2025	Rule 13d-1(d), exempt investor, not summed
3.1	Mehta Apoorva Insider CIK 1991547 · Apr 4, 2025 10% Owner, issuer-wide	17,413,892	7.52%	-5,000,000	Apr 4, 2025	10% Owner, issuer-wide
4	SC US (TTGP), LTD. 13D CIK 1607841 · Unknown · Aug 13, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands not summed	18,596,961	8.03%	-3,315,000	Aug 13, 2026	not summed
4.1	SC US (TTGP), LTD. 13F CIK 1607841 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	27,928,385	12.06%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
4.2	SC US (TTGP), LTD. Insider CIK 1607841 · Aug 10, 2026 10% Owner, issuer-wide, not summed	1,389	0.00%	—	Aug 10, 2026	10% Owner, issuer-wide, not summed
5	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	15,849,574	6.85%	-1,042,625	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,630,559	2.43%	-453,927	Jun 30, 2026	iShares Trust, not summed
5.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	824,221	0.36%	-109,802	Jun 30, 2026	iShares Trust, not summed
5.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	628,890	0.27%	-33,483	Jun 30, 2026	iShares Trust, not summed
5.4	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	421,812	0.18%	—	Jun 30, 2026	iShares Trust, not summed
5.5	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	272,686	0.12%	—	Jun 30, 2026	iShares Trust, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,199,334	3.54%	-85,875	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	7,814,967	3.38%	+81,026	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,597,941	2.42%	+243,283	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,211,833	2.25%	-299,508	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	832,766	0.36%	-64,806	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	252,705	0.11%	-30,252	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	State Street(R) SPDR(R) S&P(R) Retail ETF Fund S000012322 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	124,969	0.05%	+40,143	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	54,300	0.02%	-5,900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9.5	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	32,399	0.01%	+482	Jun 30, 2026	SPDR SERIES TRUST, not summed
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,814,545	2.08%	-167,415	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	584,608	0.25%	+71,920	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	534,643	0.23%	+86,423	Jul 31, 2026	Dimensional ETF Trust, not summed
10.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	447,651	0.19%	+4,917	Jul 31, 2026	Dimensional ETF Trust, not summed
10.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	334,521	0.14%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	216,014	0.09%	-423,987	Jul 31, 2026	Dimensional ETF Trust, not summed
11	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,533,815	1.96%	+3,786,818	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	129,300	0.06%	—	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
11.2	LSV Disciplined Value ETF Fund S000089218 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	111,800	0.05%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
11.3	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	8,700	0.00%	—	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
12	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,218,846	1.82%	+2,365,398	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	317	0.00%	+175	Jul 31, 2026	E Trade Trust, not summed
13	GCM Grosvenor Holdings, LLC 13F CIK 1939480 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,140,924	1.79%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Grosvenor Capital Management, L.P. Insider CIK 1403169 · Jul 25, 2025 Insider, issuer-wide, not summed	4,140,924	1.79%	-4,864,272	Jul 25, 2025	Insider, issuer-wide, not summed
14	GCM Grosvenor Inc. Insider CIK 1819796 · Jul 25, 2025 Director, issuer-wide	4,140,924	1.79%	-4,864,272	Jul 25, 2025	Director, issuer-wide
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,043,992	1.75%	+160,553	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,862,064	1.67%	-2,157,863	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Fidelity Enhanced Mid Cap Core ETF Fund S000081803 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	1,021,605	0.44%	+142,906	Jun 30, 2026	Fidelity Covington Trust, not summed
16.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	945,606	0.41%	-16,161	May 31, 2026	Fidelity Concord Street Trust, not summed
16.3	VIP Contrafund Portfolio Fund S000007724 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund II, not summed	822,100	0.36%	-30,100	Jun 30, 2026	Variable Insurance Products Fund II, not summed
16.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	580,256	0.25%	-57,989	Jul 31, 2026	Fidelity Salem Street Trust, not summed
16.5	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	375,735	0.16%	-3,224	May 31, 2026	Fidelity Rutland Square Trust II, not summed
17	Contour Asset Management LLC 13F CIK 1510669 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,851,511	1.66%	-42,562	Jun 30, 2026	carried, not yet filed for the newest quarter
18	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,702,878	1.60%	-204,475	Jun 30, 2026	carried, not yet filed for the newest quarter
19	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,145,270	1.36%	+513,832	Jun 30, 2026	carried, not yet filed for the newest quarter
20	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,096,207	1.34%	-318,523	Jun 30, 2026	carried, not yet filed for the newest quarter
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,807,677	1.21%	+578,019	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	10,142	0.00%	-17,298	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
21.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	5,887	0.00%	+30	May 31, 2026	Goldman Sachs ETF Trust II, not summed
21.3	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	2,069	0.00%	-144	May 31, 2026	Goldman Sachs ETF Trust, not summed
22	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,528,945	1.09%	-1,382,927	Jun 30, 2026	carried, not yet filed for the newest quarter
23	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,433,358	1.05%	-941,599	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	2,329,246	1.01%	+153,212	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	ANTIPODES PARTNERS Ltd 13F CIK 1652442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,140,349	0.92%	-219,224	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,887,367	0.82%	-164,729	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,826,026	0.79%	-100,098	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	229,426	0.10%	-1,400	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
27.2	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	47,447	0.02%	-25	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
28	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,735,181	0.75%	+807,958	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,139,620	0.49%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.2	Invesco Leisure and Entertainment ETF Fund S000003028 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	158,950	0.07%	-24,701	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.3	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	92,578	0.04%	+43,981	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
28.4	Invesco Food & Beverage ETF Fund S000003027 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	73,181	0.03%	+1,685	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.5	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	47,991	0.02%	+9,619	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
29	Schonfeld Strategic Advisors LLC 13F CIK 1665241 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,610,938	0.70%	+1,543,098	Jun 30, 2026	carried, not yet filed for the newest quarter
30	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,558,618	0.67%	-511,039	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	5,632	0.00%	+871	May 29, 2026	DBX ETF Trust, not summed
30.2	Xtrackers Russell 1000 US Quality at a Reasonable Price ETF Fund S000060057 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	391	0.00%	-9	May 29, 2026	DBX ETF Trust, not summed
31	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,515,326	0.65%	+1,479,170	Jun 30, 2026	carried, not yet filed for the newest quarter
32	GOODNOW INVESTMENT GROUP, LLC 13F CIK 1362255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,476,191	0.64%	+92,440	Jun 30, 2026	carried, not yet filed for the newest quarter
33	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,452,054	0.63%	-115,000	Jun 30, 2026	carried, not yet filed for the newest quarter
34	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,315,048	0.57%	-105,017	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	106,944	0.05%	-8,805	Jun 30, 2026	Northern Funds, not summed
34.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,994	0.00%	+342	Jul 31, 2026	FlexShares Trust, not summed
35	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,307,810	0.56%	+1,025,529	Jun 30, 2026	carried, not yet filed for the newest quarter
36	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,303,033	0.56%	+1,117,011	Jun 30, 2026	carried, not yet filed for the newest quarter
37	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,290,788	0.56%	-35,206	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	496,335	0.21%	-834	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	191,823	0.08%	+4,191	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	143,864	0.06%	+62,390	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	109,186	0.05%	+1,437	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	99,951	0.04%	-7,880	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38	SHAPIRO CAPITAL MANAGEMENT LLC 13F CIK 1177244 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,260,770	0.54%	-29,400	Jun 30, 2026	carried, not yet filed for the newest quarter
39	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,212,089	0.52%	-350,008	Jun 30, 2026	carried, not yet filed for the newest quarter
40	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,113,413	0.48%	-270,389	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,059,704	0.46%	-69,990	Jun 30, 2026	carried, not yet filed for the newest quarter
42	MORITZ MICHAEL J Insider CIK 1201045 · May 22, 2025 Director, issuer-wide	1,049,799	0.45%	+1,022,175	May 22, 2025	Director, issuer-wide
43	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,041,103	0.45%	+429,801	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	First Trust US Equity Opportunities ETF Fund S000010977 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	378,823	0.16%	+315,670	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
43.2	First Trust Technology AlphaDEX Fund Fund S000017703 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	359,211	0.16%	+19,657	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
43.3	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	77,539	0.03%	+22,627	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
43.4	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	65,260	0.03%	+41,030	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
43.5	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	23,282	0.01%	+8,180	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
44	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,035,821	0.45%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	955,410	0.41%	-131,225	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	26,344	0.01%	-2,631	Jul 31, 2026	BNY Mellon ETF Trust, not summed
46	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	936,808	0.40%	+259,164	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Tax-Managed U.S. Large Cap Fund Fund S000001570 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	337,004	0.15%	+88,162	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
46.2	U.S. Strategic Equity Fund Fund S000037466 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	124,869	0.05%	+16,162	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
46.3	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	33,156	0.01%	-1,061	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
46.4	U.S. Strategic Equity Fund Fund S000006863 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	27,351	0.01%	+1,536	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
46.5	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	8,083	0.00%	-203	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
47	Rogers Chris Insider CIK 2082930 · Aug 19, 2026 Director, President and CEO, issuer-wide	916,636	0.40%	-7,606	Aug 19, 2026	Director, President and CEO, issuer-wide
48	VANGUARD CONSUMER STAPLES INDEX FUND Fund S000004447 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	911,387	0.39%	+105,613	May 31, 2026	VANGUARD WORLD FUND, not summed
49	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	858,765	0.37%	-57,727	Jun 30, 2026	carried, not yet filed for the newest quarter
50	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	850,859	0.37%	+393,274	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1579091 CUSIP 565394103 13F (30d) 44 filings 43 filers Visit website Investor relations