CBRL · Cracker Barrel Old Country Store, Inc · Shareholders & Ownership

$66.45 +0.70 (+1.06%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.47B

22.35M

Volume · Oct 22 470.2K Avg daily vol (3M) 946.65K

Every disclosed holder of CBRL 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 CBRL

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)	272	22,386,587	100.15%	Yes
Insiders (Forms 3, 4, 5)	25	459,989	2.06%	Yes
13D/G-only blocks	2	9,130	0.04%	Yes
Remaining	—	503,276	-2.25%	Negative
Registered funds (N-PORT, not summed)	216	9,709,617	43.44%	No

Shares outstanding: 22,352,430, 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 CBRL

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	3,554,653	15.90%	+176,211	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	1,346,892	6.03%	+7,705	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	595,891	2.67%	+49,088	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	213,178	0.95%	+72,791	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	192,196	0.86%	-25,843	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	42,488	0.19%	+7,908	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,437,588	6.43%	+1,370,657	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	D. E. Shaw & Co., L.P. 13G CIK 1009268 · Registered investment adviser · Jul 6, 2026 Rule 13d-1(c), passive investor, not summed	1,631,772	7.30%	+494,925	Jul 6, 2026	Rule 13d-1(c), passive investor, not summed
3	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,053,539	4.71%	+81,949	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,041,589	4.66%	-32,208	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	671,976	3.01%	-78,468	Jun 30, 2026	PIMCO Equity Series, not summed
4.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,020	0.00%	+138	Jun 30, 2026	PIMCO Equity Series, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	990,795	4.43%	+11,357	Jun 30, 2026	carried, not yet filed for the newest quarter
6	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	980,280	4.39%	+296,714	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	899,950	4.03%	+42,731	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	205,001	0.92%	+2,137	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	114,386	0.51%	-2,114	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	7,908	0.04%	+300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.4	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	4,637	0.02%	+40	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF Fund S000033831 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,293	0.01%	+236	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	863,862	3.86%	+72,461	May 31, 2026	American Century ETF Trust, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	711,112	3.18%	+9,700	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	682,102	3.05%	+35,545	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	298,212	1.33%	+4,824	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	106,348	0.48%	-1,526	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10.3	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	92,818	0.42%	+13,140	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
10.4	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	55,093	0.25%	+6,878	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
10.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	14,932	0.07%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
11	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	599,454	2.68%	+540,852	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	596,331	2.67%	+37,803	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	569,608	2.55%	+26,107	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GMT Capital Corp 13F CIK 1106191 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	545,200	2.44%	-1,045,500	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	GMT CAPITAL CORP Insider CIK 1106191 · Jan 5, 2026 10% Owner, issuer-wide, not summed	2,197,800	9.83%	-42,400	Jan 5, 2026	10% Owner, issuer-wide, not summed
14.2	GMT Capital Corp 13G CIK 1106191 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	545,200	2.44%	-1,045,500	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
15	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	411,062	1.84%	+342,843	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	208,806	0.93%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
15.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	103,700	0.46%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
15.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	30,144	0.13%	+3,231	Jul 31, 2026	TIAA-CREF Funds, not summed
15.4	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	20,189	0.09%	-297	Jul 31, 2026	NuShares ETF Trust, not summed
15.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	17,349	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	376,252	1.68%	+203,444	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	70,860	0.32%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
16.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	20,834	0.09%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
16.3	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	1,203	0.01%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
16.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	34	0.00%	+4	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
17	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	361,583	1.62%	+297,322	Jun 30, 2026	carried, not yet filed for the newest quarter
18	COMMONWEALTH EQUITY SERVICES, LLC 13F CIK 312272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	348,116	1.56%	+48,221	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	330,292	1.48%	-50,336	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	145,428	0.65%	-1,509	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.2	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	134,254	0.60%	-7,011	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
19.3	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	74,529	0.33%	+1,285	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.4	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	3,996	0.02%	+116	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
19.5	Invesco S&P SmallCap Consumer Discretionary ETF Fund S000028294 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	2,162	0.01%	-465	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
20	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	326,380	1.46%	-40,422	Jun 30, 2026	carried, not yet filed for the newest quarter
21	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	301,136	1.35%	+32,815	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Federated Hermes MDT Small Cap Core Fund Fund S000012972 · Registered fund · Jul 31, 2026 Federated Hermes MDT Series, not summed	295,807	1.32%	—	Jul 31, 2026	Federated Hermes MDT Series, not summed
23	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	295,019	1.32%	+285,915	Jun 30, 2026	carried, not yet filed for the newest quarter
24	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	294,533	1.32%	-107,702	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	44,576	0.20%	+2,023	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	32,280	0.14%	+1,449	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	23,961	0.11%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	21,846	0.10%	-41,101	Jul 31, 2026	Dimensional ETF Trust, not summed
24.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	15,854	0.07%	+10,890	Jul 31, 2026	Dimensional ETF Trust, not summed
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	281,966	1.26%	-45,212	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	9	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	256,426	1.15%	+3,078	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	253,662	1.13%	-176,507	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	241,646	1.08%	+5,127	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,510	0.05%	+1,643	Jun 30, 2026	Northern Funds, not summed
28.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,024	0.01%	-143	Jun 30, 2026	Northern Funds, not summed
29	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	228,463	1.02%	-11,320	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	209,229	0.94%	+28,193	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	208,620	0.93%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
32	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	196,289	0.88%	-390,560	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Simcoe Capital LLC 13F CIK 2109203 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	194,671	0.87%	+78,337	Jun 30, 2026	carried, not yet filed for the newest quarter
34	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	173,845	0.78%	+20,448	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Meros Investment Management, LP 13F CIK 1911372 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	159,326	0.71%	+94,326	Jun 30, 2026	carried, not yet filed for the newest quarter
36	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	152,678	0.68%	+152,678	Jun 30, 2026	carried, not yet filed for the newest quarter
37	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	150,561	0.67%	+150,561	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	149,024	0.67%	+2,930	Jun 30, 2026	carried, not yet filed for the newest quarter
39	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	142,374	0.64%	+6,423	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	51,300	0.23%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	139,654	0.62%	+7,040	Jun 30, 2026	carried, not yet filed for the newest quarter
41	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	138,936	0.62%	-7,694	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Walleye Capital LLC 13F CIK 1758720 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	137,128	0.61%	+125,460	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Federated Hermes MDT Small Cap Growth Fund Fund S000012973 · Registered fund · Jul 31, 2026 Federated Hermes MDT Series, not summed	130,496	0.58%	+31,267	Jul 31, 2026	Federated Hermes MDT Series, not summed
44	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	114,244	0.51%	+4,055	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
45	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	111,000	0.50%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	108,027	0.48%	-686	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	16,467	0.07%	-1,083	Jul 31, 2026	Principal Funds, Inc, not summed
46.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,491	0.01%	+986	Jul 31, 2026	Principal Funds, Inc, not summed
47	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	107,867	0.48%	+5,788	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Bridge Builder Small/Mid Cap Growth Fund Fund S000048336 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	104,163	0.47%	+87,451	Jun 30, 2026	Bridge Builder Trust, not summed
49	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	102,729	0.46%	+14,812	Jun 30, 2026	carried, not yet filed for the newest quarter
50	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	93,214	0.42%	+93,214	Jun 30, 2026	carried, not yet filed for the newest quarter

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

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1067294 CUSIP 22410J106 13F (30d) 30 filings 30 filers Visit website Investor relations