CATY · Cathay General Bancorp · Shareholders & Ownership

$64.30 +0.06 (+0.09%) At close · Oct 23

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.29B

66.71M

Volume · Oct 23 644.52K Avg daily vol (3M) 445.05K

Every disclosed holder of CATY 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 CATY

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)	313	51,552,873	77.27%	Yes
Insiders (Forms 3, 4, 5)	19	3,164,312	4.74%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	11,996,635	17.98%	Rest
Registered funds (N-PORT, not summed)	324	32,684,971	48.99%	No

Shares outstanding: 66,713,820, the issuer's latest cover-page count restated onto today's split basis.

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 CATY

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	9,753,895	14.62%	+8,312	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	4,033,945	6.05%	-4,356	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,632,736	2.45%	+25,940	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	576,552	0.86%	-35,626	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	565,291	0.85%	+1,300	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	113,371	0.17%	+8,223	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,115,369	6.17%	+44,110	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,069,074	6.10%	+19,067	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	863,702	1.29%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	509,923	0.76%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	478,991	0.72%	-1,176	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	353,596	0.53%	+8,667	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	312,827	0.47%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,530,170	5.29%	+72,358	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	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	613,227	0.92%	+5,208	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	573,735	0.86%	+14,555	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	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	349,051	0.52%	-2,878	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	232,027	0.35%	-34,951	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	22,909	0.03%	+300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,900,714	4.35%	+3,178	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,021,864	3.03%	-14,200	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,990,108	2.98%	+383,222	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,975,959	2.96%	+288,507	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	681,532	1.02%	+68,456	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
8.2	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	378,680	0.57%	+56,118	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
8.3	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	73,000	0.11%	-1,225	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	32,138	0.05%	+1,821	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
8.5	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	31,386	0.05%	-930	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,830,160	2.74%	+90,522	Jun 30, 2026	carried, not yet filed for the newest quarter
10	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,715,706	2.57%	+1,715,706	Jun 30, 2026	carried, not yet filed for the newest quarter
11	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	1,641,805	2.46%	—	Jun 30, 2026	Capitol Series Trust, not summed
12	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,578,202	2.37%	+258,936	May 31, 2026	American Century ETF Trust, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,461,622	2.19%	-9,034	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,041,237	1.56%	-54,156	Jun 30, 2026	carried, not yet filed for the newest quarter
15	TANG ANTHONY M Insider CIK 1185633 · Jun 9, 2026 Director, Vice Chairman, issuer-wide	933,685	1.40%	-5,000	Jun 9, 2026	Director, Vice Chairman, issuer-wide
16	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	925,181	1.39%	-12,188	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	903,542	1.35%	+198,526	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	114,030	0.17%	+49,560	Jul 31, 2026	Goldman Sachs Trust, not summed
17.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	14,705	0.02%	-1,419	May 31, 2026	Goldman Sachs ETF Trust, not summed
17.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	13,969	0.02%	-1,363	Jul 31, 2026	Goldman Sachs Trust II, not summed
17.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	13,473	0.02%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
17.5	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	11,508	0.02%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
18	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	874,002	1.31%	-41,081	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	539,407	0.81%	-54,760	May 31, 2026	MFS SERIES TRUST XIII, not summed
18.2	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	61,818	0.09%	-2,394	May 31, 2026	MFS SERIES TRUST X, not summed
18.3	MFS Blended Research Small Cap Equity Portfolio Fund S000008071 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	15,575	0.02%	-1,154	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
18.4	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	9,319	0.01%	-573	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
18.5	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	1,217	0.00%	-176	Jul 31, 2026	MFS Series Trust XV, not summed
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	873,287	1.31%	-31,915	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	322,841	0.48%	-7,187	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	198,293	0.30%	-43,027	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	159,656	0.24%	+17,884	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	49,041	0.07%	-3,732	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	40,213	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	855,450	1.28%	+45,661	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	89,522	0.13%	0	Jun 30, 2026	Northern Funds, not summed
20.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	33,173	0.05%	+2,937	Jun 30, 2026	Northern Funds, not summed
20.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	13,588	0.02%	-272	Jul 31, 2026	FlexShares Trust, not summed
20.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,590	0.01%	-273	Jun 30, 2026	Northern Funds, not summed
21	CHENG DUNSON K Insider CIK 1185628 · Jun 26, 2026 Director, Executive Chairman, issuer-wide	837,448	1.26%	0	Jun 26, 2026	Director, Executive Chairman, issuer-wide
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	766,592	1.15%	+18,395	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	743,749	1.11%	+131,297	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	10	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
24	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	678,200	1.02%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	35,800	0.05%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
25	WU PETER Insider CIK 1186026 · May 5, 2026 Director, Vice Chairman, issuer-wide	675,659	1.01%	-20,000	May 5, 2026	Director, Vice Chairman, issuer-wide
26	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	658,156	0.99%	+16,650	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,464	0.00%	+81	Jul 31, 2026	BNY Mellon ETF Trust, not summed
27	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	656,264	0.98%	-8,656	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	612,822	0.92%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	500,057	0.75%	-25,760	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	487,382	0.73%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
31	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	447,002	0.67%	+29,245	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	84,573	0.13%	+6,613	Jul 31, 2026	TIAA-CREF Funds, not summed
31.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	84,199	0.13%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
31.3	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	78,560	0.12%	0	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
31.4	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	68,218	0.10%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
31.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	63,755	0.10%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
32	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	442,582	0.66%	+12,498	Jun 30, 2026	carried, not yet filed for the newest quarter
33	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	420,258	0.63%	-113,190	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	196,644	0.29%	-3,168	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
34	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	410,545	0.62%	+59,350	Jun 30, 2026	carried, not yet filed for the newest quarter
35	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	382,692	0.57%	-69,346	Jun 30, 2026	carried, not yet filed for the newest quarter
36	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	362,195	0.54%	+232,797	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	356,394	0.53%	-826	Jun 30, 2026	Bridge Builder Trust, not summed
38	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	332,311	0.50%	+2,754	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
39	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	324,027	0.49%	-2,535	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	49,390	0.07%	-3,431	Jul 31, 2026	Principal Funds, Inc, not summed
39.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	42,790	0.06%	+2,263	Jul 31, 2026	Principal Funds, Inc, not summed
40	GLENMEDE TRUST CO NA 13F CIK 314949 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	309,987	0.46%	-12,806	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	283,682	0.43%	-177,051	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	282,469	0.42%	-23,879	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Small Cap Equity Portfolio Fund S000006383 · Registered fund · Jul 31, 2026 GLENMEDE FUND INC, not summed	274,284	0.41%	-16,496	Jul 31, 2026	GLENMEDE FUND INC, not summed
44	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	258,755	0.39%	+6,907	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
45	CHAN KELLY L Insider CIK 1185626 · Dec 9, 2024 Director, issuer-wide	256,508	0.38%	-100	Dec 9, 2024	Director, issuer-wide
46	CSM Advisors, LLC 13F CIK 1863523 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	247,985	0.37%	+50,613	Jun 30, 2026	carried, not yet filed for the newest quarter
47	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	244,134	0.37%	+4,512	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	15,590	0.02%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
47.2	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	10,778	0.02%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
47.3	Putnam Dynamic Asset Allocation Conservative Fund Fund S000000779 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	1,680	0.00%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
47.4	Putnam Dynamic Asset Allocation Equity Fund Fund S000024760 · Registered fund · May 31, 2026 Putnam Funds Trust, not summed	1,019	0.00%	—	May 31, 2026	Putnam Funds Trust, not summed
47.5	Putnam Multi-Asset Income Fund Fund S000067964 · Registered fund · May 31, 2026 Putnam Asset Allocation Funds, not summed	988	0.00%	0	May 31, 2026	Putnam Asset Allocation Funds, not summed
48	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	242,170	0.36%	-6,950	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	63,332	0.09%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
48.2	Hotchkis & Wiley SMID Cap Diversified Value Fund Fund S000091359 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	205	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
49	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	232,431	0.35%	-1,069	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
50	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	227,826	0.34%	+13,705	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	143,399	0.21%	+14,591	Jun 30, 2026	Victory Portfolios II, not summed
50.2	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	49,168	0.07%	0	Jul 31, 2026	Victory Portfolios III, not summed
50.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	7,401	0.01%	+69	Jul 31, 2026	Victory Portfolios III, not summed
50.4	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	4,326	0.01%	-3,249	May 31, 2026	Victory Portfolios III, not summed
50.5	Victory Cornerstone Aggressive Fund Fund S000037226 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	2,068	0.00%	+78	May 31, 2026	Victory Portfolios III, not summed

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

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Key facts CIK 861842 CUSIP 149150104 13F (30d) 52 filings 52 filers Visit website Investor relations