CBT · Cabot Corp · Shareholders & Ownership

$73.78 +0.16 (+0.22%) At close · Oct 21

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.81B

51.63M

Volume · Oct 21 411.11K Avg daily vol (3M) 409.41K

Every disclosed holder of CBT 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 CBT

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)	392	53,691,531	103.99%	Yes
Insiders (Forms 3, 4, 5)	20	932,068	1.81%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,992,592	-5.80%	Negative
Registered funds (N-PORT, not summed)	367	26,718,234	51.75%	No

Shares outstanding: 51,631,007, 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 CBT

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	6,973,153	13.51%	+357,102	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,764,880	3.42%	+35,931	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,341,378	2.60%	+56,973	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	489,271	0.95%	+459,378	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	258,583	0.50%	-6,656	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	121,219	0.23%	-7,410	Jul 31, 2026	iShares Trust, not summed
2	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,345,689	6.48%	+187,072	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,076,935	5.96%	-44,407	Jun 30, 2026	carried, not yet filed for the newest quarter
4	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,768,176	5.36%	+530,685	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	American Century Investment Management, Inc. 13G CIK 52388 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,768,176	5.36%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	8,856	0.02%	—	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
5	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,416,471	4.68%	-1,149,701	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,416,471	4.68%	-1,819,494	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,321,142	4.50%	-3,165	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	2,180,536	4.22%	+353,640	May 31, 2026	American Century ETF Trust, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,165,434	4.19%	+138,098	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	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	261,293	0.51%	+5,928	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	160,039	0.31%	+58,675	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	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	79,091	0.15%	-1,087	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	17,330	0.03%	-600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	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	11,434	0.02%	+120	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,003,514	3.88%	-44,746	Jun 30, 2026	carried, not yet filed for the newest quarter
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,926,205	3.73%	+183,423	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	334,865	0.65%	+86,668	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	278,819	0.54%	+85,984	Jul 31, 2026	Dimensional ETF Trust, not summed
10.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	265,626	0.51%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	178,940	0.35%	+5,085	Jul 31, 2026	Dimensional ETF Trust, not summed
10.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	105,328	0.20%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,778,678	3.45%	+423,987	Jun 30, 2026	carried, not yet filed for the newest quarter
12	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,660,122	3.22%	+143,944	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,635,657	3.17%	-12,875	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	1,619,961	3.14%	-60,600	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
15	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,560,741	3.02%	+197,316	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	571,448	1.11%	+54,027	Jul 31, 2026	Fidelity Salem Street Trust, not summed
15.2	Fidelity Series Value Discovery Fund Fund S000039216 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	490,600	0.95%	+48,600	Jul 31, 2026	Fidelity Devonshire Trust, not summed
15.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	418,900	0.81%	+105,700	May 31, 2026	Fidelity Rutland Square Trust II, not summed
15.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	269,893	0.52%	-8,609	May 31, 2026	Fidelity Concord Street Trust, not summed
15.5	Fidelity Value Discovery Fund Fund S000007154 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	116,800	0.23%	+6,400	Jul 31, 2026	Fidelity Puritan Trust, not summed
16	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,403,988	2.72%	+427,717	Jun 30, 2026	carried, not yet filed for the newest quarter
17	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,203,052	2.33%	+151,474	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	SIIT SMALL/MID CAP FUND Fund S000006770 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	15,600	0.03%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
17.2	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	8,132	0.02%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
17.3	SIIT SMALL CAP II FUND Fund S000036633 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	6,943	0.01%	-754	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
17.4	SIIT SMALL CAP FUND Fund S000006772 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	3,700	0.01%	—	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
17.5	Catholic Values Equity Fund Fund S000048320 · Registered fund · May 31, 2026 SEI CATHOLIC VALUES TRUST, not summed	1,164	0.00%	0	May 31, 2026	SEI CATHOLIC VALUES TRUST, not summed
18	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,184,225	2.29%	-19,838	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	1,056,891	2.05%	-250,970	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
20	SNYDER CAPITAL MANAGEMENT L P 13F CIK 1050477 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	900,275	1.74%	-25,048	Jun 30, 2026	carried, not yet filed for the newest quarter
21	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	870,098	1.69%	+18,885	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	19,053	0.04%	+1	Jun 30, 2026	AQR Funds, not summed
21.2	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	9,726	0.02%	-1	Jun 30, 2026	AQR Funds, not summed
21.3	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,783	0.01%	—	Jun 30, 2026	AQR Funds, not summed
21.4	AQR CVX Fusion Fund Fund S000093172 · Registered fund · Jun 30, 2026 AQR Funds, not summed	102	0.00%	0	Jun 30, 2026	AQR Funds, not summed
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	837,068	1.62%	+39,655	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	132	0.00%	+106	Jul 31, 2026	E Trade Trust, not summed
23	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	824,468	1.60%	+339,481	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	702,124	1.36%	+233,547	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
23.2	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	331,010	0.64%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
23.3	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	76,751	0.15%	—	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
23.4	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	55,060	0.11%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
23.5	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	7,874	0.02%	+1,628	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
24	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	800,484	1.55%	+207,784	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	39,900	0.08%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
24.2	LSV U.S. Managed Volatility Fund Fund S000045798 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	1,300	0.00%	—	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
25	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	749,944	1.45%	-16,836	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	701,255	1.36%	-44,532	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	250,744	0.49%	-7,136	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	220,736	0.43%	-30,971	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	126,914	0.25%	+12,507	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	55,340	0.11%	-3,406	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	31,487	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	649,836	1.26%	+18,242	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	33,606	0.07%	+236	Jun 30, 2026	Northern Funds, not summed
27.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	26,427	0.05%	+2,024	Jun 30, 2026	Northern Funds, not summed
27.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	10,366	0.02%	+510	Jul 31, 2026	FlexShares Trust, not summed
27.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,935	0.01%	-198	Jun 30, 2026	Northern Funds, not summed
28	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	632,518	1.23%	-1,708	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,985	0.00%	+124	Jul 31, 2026	BNY Mellon ETF Trust, not summed
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	591,751	1.15%	+9,497	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	574,305	1.11%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Fiduciary Trust Co 13F CIK 35442 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	531,539	1.03%	-5,130	Jun 30, 2026	carried, not yet filed for the newest quarter
32	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	511,514	0.99%	+259,999	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	21,477	0.04%	—	May 31, 2026	Goldman Sachs Trust, not summed
32.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,974	0.03%	+588	May 31, 2026	Goldman Sachs ETF Trust, not summed
32.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	7,503	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
32.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,649	0.00%	+287	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
33	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	489,254	0.95%	+479,838	Jun 30, 2026	carried, not yet filed for the newest quarter
34	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	487,308	0.94%	+199,855	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	425,829	0.82%	-36,862	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Harbor Small Cap Value Fund Fund S000000689 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	418,644	0.81%	-14,950	Jul 31, 2026	HARBOR FUNDS, not summed
37	Keohane Sean D Insider CIK 1435737 · Aug 28, 2026 Director, issuer-wide	418,397	0.81%	+115,261	Aug 28, 2026	Director, issuer-wide
38	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	414,462	0.80%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
39	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	397,180	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
39.1	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	5,426	0.01%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
40	Lightrock Netherlands B.V. 13F CIK 2041485 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	382,779	0.74%	-39,500	Jun 30, 2026	carried, not yet filed for the newest quarter
41	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	373,175	0.72%	+6,854	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	ProShares S&P MidCap 400 Dividend Aristocrats ETF Fund S000047884 · Registered fund · May 31, 2026 ProShares Trust, not summed	346,594	0.67%	-7,140	May 31, 2026	ProShares Trust, not summed
41.2	ProShares Nanotechnology ETF Fund S000073421 · Registered fund · May 31, 2026 ProShares Trust, not summed	4,436	0.01%	+954	May 31, 2026	ProShares Trust, not summed
41.3	ProShares Russell 2000 High Income ETF Fund S000087688 · Registered fund · May 31, 2026 ProShares Trust, not summed	2,460	0.00%	+155	May 31, 2026	ProShares Trust, not summed
41.4	ProShares UltraPro Russell2000 Fund S000024921 · Registered fund · May 31, 2026 ProShares Trust, not summed	1,946	0.00%	-1,338	May 31, 2026	ProShares Trust, not summed
41.5	ProShares Ultra Russell2000 Fund S000014248 · Registered fund · May 31, 2026 ProShares Trust, not summed	1,924	0.00%	-1,372	May 31, 2026	ProShares Trust, not summed
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	343,921	0.67%	-19,511	Jun 30, 2026	carried, not yet filed for the newest quarter
43	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	336,585	0.65%	-1,500	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	299,570	0.58%	-340,530	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	25,171	0.05%	+286	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
44.2	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	19,378	0.04%	+98	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
44.3	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	16,839	0.03%	+299	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
44.4	Invesco Dorsey Wright Basic Materials Momentum ETF Fund S000013127 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	12,963	0.03%	-2,217	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
44.5	Invesco S&P Midcap 400 QVM Multi-Factor ETF Fund S000072319 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	7,456	0.01%	+1,068	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
45	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	297,529	0.58%	+69,068	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	292,091	0.57%	-775	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
47	JONES FINANCIAL COMPANIES LLLP 13F CIK 815917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	285,527	0.55%	+70,697	Jun 30, 2026	carried, not yet filed for the newest quarter
48	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 13F CIK 932974 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	283,684	0.55%	-2,360	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	268,442	0.52%	+4,669	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
50	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	252,655	0.49%	+31,156	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 16040 CUSIP 127055101 13F (30d) 54 filings 51 filers Visit website Investor relations