CAVA · Cava Group, Inc. · Shareholders & Ownership

$53.19 -1.49 (-2.72%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$6.39B

116.81M

Volume · Oct 23 345.88K Avg daily vol (3M) 3.37M

Every disclosed holder of CAVA 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 CAVA

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)	532	104,427,636	89.40%	Yes
Insiders (Forms 3, 4, 5)	17	2,130,374	1.82%	Yes
13D/G-only blocks	2	11,653,246	9.98%	Yes
Remaining	—	1,405,058	-1.20%	Negative
Registered funds (N-PORT, not summed)	401	48,452,292	41.48%	No

Shares outstanding: 116,806,198, 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 CAVA

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	Ronald M. Shaich 13G CIK 1978531 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	11,649,899	9.97%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,645,932	8.26%	+77,945	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,426,144	2.93%	+123,653	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	590,559	0.51%	-78,257	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	412,265	0.35%	+31,541	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	383,386	0.33%	-18,958	Jun 30, 2026	iShares Trust, not summed
2.5	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	290,880	0.25%	-2,992	Jun 30, 2026	iShares Trust, not summed
3	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,642,936	5.69%	-2,543,018	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	ALLIANCEBERNSTEIN L.P. 13G CIK 1109448 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,642,936	5.69%	-2,543,018	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	AB LARGE CAP GROWTH FUND INC Fund S000010251 · Registered fund · Jun 30, 2026 AB LARGE CAP GROWTH FUND INC, not summed	1,194,336	1.02%	0	Jun 30, 2026	AB LARGE CAP GROWTH FUND INC, not summed
3.3	AB DISCOVERY GROWTH FUND, INC. Fund S000010117 · Registered fund · Jun 30, 2026 AB DISCOVERY GROWTH FUND, INC., not summed	575,210	0.49%	+99,593	Jun 30, 2026	AB DISCOVERY GROWTH FUND, INC., not summed
3.4	AB Small Cap Growth Portfolio Fund S000010309 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	465,126	0.40%	+103,219	Jun 30, 2026	AB CAP FUND, INC., not summed
3.5	AB Growth Fund Fund S000010509 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	148,460	0.13%	-28,400	Jun 30, 2026	AB PORTFOLIOS, not summed
4	Artal Group S.A. 13F CIK 1053906 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,507,990	5.57%	-3,000,000	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Artal International S.C.A. Insider CIK 1218180 · Nov 18, 2024 Director, 10% Owner, issuer-wide, not summed	9,507,990	8.14%	-8,000,000	Nov 18, 2024	Director, 10% Owner, issuer-wide, not summed
4.2	Artal Participations S.a r.l 13G CIK 1218180 · Unknown · Jun 30, 2026 Rule 13d-1(d), exempt investor, not summed	6,507,990	5.57%	-3,000,000	Jun 30, 2026	Rule 13d-1(d), exempt investor, not summed
4.3	Artal Participations S.a r.l. Insider CIK 2048403 · Jun 15, 2026 Director, 10% Owner, issuer-wide, not summed	6,507,990	5.57%	-3,000,000	Jun 15, 2026	Director, 10% Owner, issuer-wide, not summed
5	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,528,752	4.73%	-383,015	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	589,656	0.50%	+166,160	Jul 31, 2026	Fidelity Securities Fund, not summed
5.2	Fidelity Puritan Fund Fund S000007153 · Registered fund · May 31, 2026 Fidelity Puritan Trust, not summed	539,448	0.46%	+313,900	May 31, 2026	Fidelity Puritan Trust, not summed
5.3	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	526,891	0.45%	+61,300	Jul 31, 2026	Fidelity Securities Fund, not summed
5.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	514,270	0.44%	-7,548	May 31, 2026	Fidelity Concord Street Trust, not summed
5.5	VIP Contrafund Portfolio Fund S000007724 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund II, not summed	404,758	0.35%	+15,600	Jun 30, 2026	Variable Insurance Products Fund II, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,486,095	3.84%	+40,711	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,213,225	3.61%	+20,526	Jun 30, 2026	carried, not yet filed for the newest quarter
8	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	3,754,919	3.21%	-2,053,229	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,145,286	2.69%	+2,656	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,098,230	2.65%	+92,626	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	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	506,750	0.43%	+19,517	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	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	88,967	0.08%	+88	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	64,990	0.06%	+1,200	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	35,300	0.03%	-100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	22,800	0.02%	+2,300	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
11	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,034,360	2.60%	-631,239	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	T. Rowe Price All-Cap Opportunities Fund Fund S000002104 · Registered fund · Jun 30, 2026 T. Rowe Price All-Cap Opportunities Fund, Inc., not summed	797,651	0.68%	-570,600	Jun 30, 2026	T. Rowe Price All-Cap Opportunities Fund, Inc., not summed
11.2	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	599,006	0.51%	-232,384	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
11.3	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	204,946	0.18%	+99,530	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
11.4	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	129,707	0.11%	+86,328	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
11.5	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	87,500	0.07%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
12	1832 Asset Management L.P. 13F CIK 944388 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,525,500	2.16%	+1,006,300	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,271,180	1.94%	-9,705	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,127,156	1.82%	+276,546	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	148	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
15	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,058,240	1.76%	-551,807	Jun 30, 2026	carried, not yet filed for the newest quarter
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,003,627	1.72%	+1,734	Jun 30, 2026	carried, not yet filed for the newest quarter
17	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,605,508	1.37%	+697,699	Jun 30, 2026	carried, not yet filed for the newest quarter
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,515,184	1.30%	+444,050	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	176,243	0.15%	-8,031	May 31, 2026	Goldman Sachs Trust, not summed
18.2	Goldman Sachs Mid Cap Growth Fund Fund S000009321 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	164,372	0.14%	-5,954	May 31, 2026	Goldman Sachs Trust, not summed
18.3	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	48,187	0.04%	+13,221	May 31, 2026	Goldman Sachs Trust, not summed
18.4	Goldman Sachs Large Cap Growth Insights Fund Fund S000009328 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	43,006	0.04%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
18.5	Goldman Sachs Variable Insurance Trust Mid Cap Growth Fund Fund S000009360 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	11,537	0.01%	+445	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
19	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,473,206	1.26%	+662,999	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Columbia Variable Portfolio - Select Mid Cap Growth Fund Fund S000019846 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	104,207	0.09%	+8,202	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
19.2	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	71,246	0.06%	-2,307	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
19.3	Columbia Variable Portfolio - Small Company Growth Fund Fund S000010658 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	36,533	0.03%	—	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
19.4	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	20,764	0.02%	+6,898	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
20	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,444,258	1.24%	-4,693,223	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Capital Research Global Investors 13G CIK 1422848 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,444,258	1.24%	-4,693,223	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
21	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,406,266	1.20%	-37,252	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,406,249	1.20%	+226,808	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	684,518	0.59%	+64,701	Jun 30, 2026	Manager Directed Portfolios, not summed
22.2	Hood River New Opportunities Fund Fund S000086255 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	108,800	0.09%	+34,026	Jun 30, 2026	Manager Directed Portfolios, not summed
23	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,328,728	1.14%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
24	AMCAP Fund Fund S000008817 · Registered fund · May 31, 2026 AMCAP Fund, not summed	1,315,443	1.13%	-2,287,333	May 31, 2026	AMCAP Fund, not summed
25	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,308,132	1.12%	+30,711	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,244,918	1.07%	-7,876	Jun 30, 2026	carried, not yet filed for the newest quarter
27	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,241,232	1.06%	+767,247	Jun 30, 2026	carried, not yet filed for the newest quarter
28	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,184,450	1.01%	-75,800	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	604,450	0.52%	-72,000	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
28.2	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	498,400	0.43%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,148,233	0.98%	+34,652	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,145,019	0.98%	-1,248,952	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	William Blair Large Cap Growth Fund Fund S000008601 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	187,410	0.16%	-52,840	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
31	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,139,942	0.98%	+936,500	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Prime Capital Management Co Ltd 13F CIK 1448793 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,031,630	0.88%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,021,804	0.87%	-1,105,056	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	996,496	0.85%	+149,758	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	130,081	0.11%	+28,996	Jun 30, 2026	Driehaus Mutual Funds, not summed
34.2	Driehaus Small/Mid Cap Growth Fund Fund S000068519 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	12,066	0.01%	+1,843	Jun 30, 2026	Driehaus Mutual Funds, not summed
35	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	974,823	0.83%	+917,923	Jun 30, 2026	carried, not yet filed for the newest quarter
36	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	946,829	0.81%	-83,144	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Franklin Small-Mid Cap Growth Fund Fund S000006888 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	461,336	0.40%	0	Jul 31, 2026	Franklin Strategic Series, not summed
36.2	Franklin Small Cap Growth Fund Fund S000006889 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	267,045	0.23%	-48,519	Jul 31, 2026	Franklin Strategic Series, not summed
36.3	Franklin Small-Mid Cap Growth VIP Fund Fund S000007314 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	51,755	0.04%	-6,103	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
36.4	Putnam VT Sustainable Future Fund Fund S000003881 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	4,424	0.00%	0	Jun 30, 2026	Putnam Variable Trust, not summed
36.5	Putnam Sustainable Future ETF Fund S000071711 · Registered fund · May 29, 2026 Putnam ETF Trust, not summed	610	0.00%	-624	May 29, 2026	Putnam ETF Trust, not summed
37	Liontrust Investment Partners LLP 13F CIK 1544204 · Registered fund · Jun 30, 2026 carried, not yet filed for the newest quarter	911,654	0.78%	+55,597	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	898,048	0.77%	+429,604	Jun 30, 2026	carried, not yet filed for the newest quarter
39	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	885,112	0.76%	+192,852	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	420,100	0.36%	+299,800	Jul 31, 2026	Principal Funds, Inc, not summed
39.2	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	126,610	0.11%	+23,900	Jul 31, 2026	Principal Funds, Inc, not summed
39.3	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	38,275	0.03%	+116	Jul 31, 2026	Principal Funds, Inc, not summed
39.4	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	18,500	0.02%	+7,800	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
40	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	880,853	0.75%	+102,760	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	280,080	0.24%	+4,186	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
40.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	223,097	0.19%	+15,625	Jul 31, 2026	Dimensional ETF Trust, not summed
40.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	60,058	0.05%	+20,272	Jul 31, 2026	Dimensional ETF Trust, not summed
40.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	36,967	0.03%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
40.5	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	25,285	0.02%	-101	Jul 31, 2026	Dimensional ETF Trust, not summed
41	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	866,060	0.74%	+53,203	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	269,470	0.23%	-534	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	216,401	0.19%	+22,857	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	105,090	0.09%	+2,794	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	61,791	0.05%	+3,087	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
41.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	59,406	0.05%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
42	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	820,026	0.70%	+3,045	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	65,077	0.06%	+2,354	Jun 30, 2026	Northern Funds, not summed
42.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,888	0.00%	+192	Jul 31, 2026	FlexShares Trust, not summed
43	Schulman Brett Insider CIK 1966359 · Jun 15, 2026 Director, CEO and President, issuer-wide	798,819	0.68%	—	Jun 15, 2026	Director, CEO and President, issuer-wide
44	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	770,296	0.66%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
44.1	Liberty All-Star Growth Fund Fund · Registered fund · Jun 30, 2026 LIBERTY ALL STAR GROWTH FUND INC., not summed	35,525	0.03%	—	Jun 30, 2026	LIBERTY ALL STAR GROWTH FUND INC., not summed
44.2	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	2,628	0.00%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
45	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	722,476	0.62%	-80,381	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Carillon Eagle Mid Cap Growth Fund Fund S000008481 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	397,443	0.34%	-130,626	Jun 30, 2026	Carillon Series Trust, not summed
45.2	Carillon Eagle Small Cap Growth Fund Fund S000008482 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	32,615	0.03%	—	Jun 30, 2026	Carillon Series Trust, not summed
46	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	719,356	0.62%	+191,408	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	LORD ABBETT DEVELOPING GROWTH FUND INC Fund S000006834 · Registered fund · Jul 31, 2026 LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed	169,772	0.15%	-161,090	Jul 31, 2026	LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed
46.2	Lord Abbett Growth Opportunities Fund Fund S000006999 · Registered fund · May 31, 2026 LORD ABBETT RESEARCH FUND INC, not summed	102,041	0.09%	—	May 31, 2026	LORD ABBETT RESEARCH FUND INC, not summed
46.3	Developing Growth Portfolio Fund S000028719 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	13,557	0.01%	+3,363	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
46.4	Growth Opportunities Portfolio Fund S000007301 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	10,573	0.01%	+4,513	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
47	Champlain Investment Partners, LLC 13F CIK 1315478 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	701,117	0.60%	-696,264	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Champlain MidCap Fund Fund S000022606 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	212,000	0.18%	-159,000	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
47.2	Champlain Small Company Fund Fund S000005803 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	150,900	0.13%	-29,100	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
48	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	682,636	0.58%	-4,951	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Allspring Growth Fund Fund S000007267 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	259,897	0.22%	-8,674	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
48.2	Allspring SMID Cap Growth Fund Fund S000007345 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	122,772	0.11%	-13,702	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
48.3	Allspring VT Discovery SMID Cap Growth Fund Fund S000007218 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	23,818	0.02%	+2,075	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
48.4	Allspring VT Discovery All Cap Growth Fund Fund S000029416 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	4,433	0.00%	0	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
49	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	672,329	0.58%	+52,867	Jun 30, 2026	carried, not yet filed for the newest quarter
50	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	663,601	0.57%	+146,531	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1639438 CUSIP 148929102 13F (30d) 72 filings 72 filers Visit website Investor relations