CBU · Community Financial System, Inc. · Shareholders & Ownership

$62.37 +1.63 (+2.68%) At close · Oct 22

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.28B

52.62M

Volume · Oct 22 165.52K Avg daily vol (3M) 249.39K

Every disclosed holder of CBU 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 CBU

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)	279	40,890,429	77.72%	Yes
Insiders (Forms 3, 4, 5)	20	479,182	0.91%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	11,246,294	21.37%	Rest
Registered funds (N-PORT, not summed)	281	25,355,739	48.19%	No

Shares outstanding: 52,615,905, 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 CBU

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	7,556,770	14.36%	+42,948	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	3,162,717	6.01%	+1,977	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,360,967	2.59%	+83,138	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	355,404	0.68%	+3,202	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	241,260	0.46%	+9,284	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	221,486	0.42%	-31,518	Jun 30, 2026	iShares Trust, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,678,108	6.99%	+651,736	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,678,107	6.99%	+651,735	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	815,855	1.55%	+310,011	Jul 31, 2026	Fidelity Capital Trust, not summed
2.3	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	586,344	1.11%	+61,838	Jul 31, 2026	Fidelity Salem Street Trust, not summed
2.4	Fidelity Series Small Cap Opportunities Fund Fund S000015587 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	451,308	0.86%	+72,967	Jul 31, 2026	Fidelity Securities Fund, not summed
2.5	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	336,700	0.64%	0	Jun 30, 2026	Variable Insurance Products Fund III, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,549,062	6.75%	+23,302	Jun 30, 2026	carried, not yet filed for the newest quarter
4	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,456,640	6.57%	-258,785	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	2,028,575	3.86%	-172,689	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
4.2	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	73,952	0.14%	+654	May 31, 2026	Neuberger Berman ETF Trust, not summed
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,313,651	6.30%	+163,311	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	506,742	0.96%	+40,112	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	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	480,003	0.91%	+3,434	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	355,484	0.68%	+23,898	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	212,622	0.40%	-8,578	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	150,923	0.29%	+9,221	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,364,665	4.49%	-9,474	Jun 30, 2026	carried, not yet filed for the newest quarter
7	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,843,474	3.50%	+25,079	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	283,076	0.54%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	257,110	0.49%	-537	Jul 31, 2026	Dimensional ETF Trust, not summed
7.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	233,459	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	183,967	0.35%	+12,006	Jul 31, 2026	Dimensional ETF Trust, not summed
7.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	163,390	0.31%	+7,877	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,682,284	3.20%	-178,802	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,673,706	3.18%	-23,228	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,359,907	2.58%	+62,166	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,206,557	2.29%	-9,588	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	763,505	1.45%	-10,024	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	738,531	1.40%	-16,270	Jun 30, 2026	carried, not yet filed for the newest quarter
14	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	657,590	1.25%	+37,078	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	52,162	0.10%	0	Jun 30, 2026	Northern Funds, not summed
14.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	27,037	0.05%	+2,703	Jun 30, 2026	Northern Funds, not summed
14.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,686	0.01%	-162	Jun 30, 2026	Northern Funds, not summed
14.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,844	0.01%	-654	Jul 31, 2026	FlexShares Trust, not summed
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	635,278	1.21%	-3,733	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	253,609	0.48%	-1,864	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	129,807	0.25%	+13,658	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	105,976	0.20%	-12,990	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	31,802	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	30,925	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	601,982	1.14%	+15,484	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	Calvert Small Cap Fund Fund S000008714 · Registered fund · Jun 30, 2026 Calvert Impact Fund, Inc., not summed	597,494	1.14%	-264,289	Jun 30, 2026	Calvert Impact Fund, Inc., not summed
18	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	567,244	1.08%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	544,140	1.03%	+13,238	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,882	0.00%	-64	Jul 31, 2026	BNY Mellon ETF Trust, not summed
20	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	450,410	0.86%	+450,410	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	5,388	0.01%	—	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
20.2	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	724	0.00%	—	Jul 31, 2026	MFS Series Trust XV, not summed
21	Riggs Asset Managment Co. Inc. 13F CIK 1601348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	411,432	0.78%	-5,724	Jun 30, 2026	carried, not yet filed for the newest quarter
22	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	392,351	0.75%	+39,201	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	SBH SMALL CAP VALUE FUND Fund S000065432 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	83,638	0.16%	+5,636	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
23	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	356,833	0.68%	+11,196	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	328,057	0.62%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
25	BASSWOOD CAPITAL MANAGEMENT, L.L.C. 13F CIK 1085393 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	321,017	0.61%	+321,017	Jun 30, 2026	carried, not yet filed for the newest quarter
26	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	313,905	0.60%	-54,219	Sep 30, 2026
27	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	297,416	0.57%	+1,645	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
28	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	272,098	0.52%	+9,658	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
29	NFJ INVESTMENT GROUP, LLC 13F CIK 1862664 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	260,075	0.49%	-419,881	Jun 30, 2026	carried, not yet filed for the newest quarter
30	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	259,422	0.49%	+107,266	Jun 30, 2026	carried, not yet filed for the newest quarter
31	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	254,722	0.48%	-1,668	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	38,721	0.07%	-2,688	Jul 31, 2026	Principal Funds, Inc, not summed
31.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,706	0.01%	+1,369	Jul 31, 2026	Principal Funds, Inc, not summed
31.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,124	0.00%	+401	Jul 31, 2026	Principal Funds, Inc, not summed
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	246,960	0.47%	-351,826	Jun 30, 2026	carried, not yet filed for the newest quarter
33	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	236,766	0.45%	+160,000	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	210,419	0.40%	+4,160	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
35	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	203,518	0.39%	-321,043	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	119,652	0.23%	+11,330	May 31, 2026	Goldman Sachs Trust, not summed
35.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,844	0.01%	-1,283	May 31, 2026	Goldman Sachs ETF Trust, not summed
35.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,528	0.00%	+814	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
36	Neuberger Berman Genesis Portfolio Fund S000006535 · Registered fund · Jun 30, 2026 Brighthouse Funds Trust II, not summed	196,929	0.37%	-18,993	Jun 30, 2026	Brighthouse Funds Trust II, not summed
37	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	191,639	0.36%	+95,274	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	182,178	0.35%	+1,885	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
39	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	180,584	0.34%	-7,898	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Virtus NFJ Mid-Cap Value Fund Fund S000007968 · Registered fund · Jun 30, 2026 Virtus Investment Trust, not summed	174,260	0.33%	-13,688	Jun 30, 2026	Virtus Investment Trust, not summed
41	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	163,080	0.31%	+144,569	Jun 30, 2026	Bridge Builder Trust, not summed
42	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	152,535	0.29%	+21,050	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	70,492	0.13%	+7,599	Jul 31, 2026	TIAA-CREF Funds, not summed
42.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	61,055	0.12%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
42.3	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	978	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
42.4	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	719	0.00%	-290	Jun 30, 2026	TIAA-CREF Life Funds, not summed
43	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	143,338	0.27%	-3,374	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	34,290	0.07%	-5,801	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
43.2	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	30,069	0.06%	+2,539	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
43.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	19,498	0.04%	+972	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
43.4	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	8,547	0.02%	+323	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
43.5	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	4,533	0.01%	+425	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
44	SG Americas Securities, LLC 13F CIK 1313360 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	136,416	0.26%	+15,160	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	133,785	0.25%	+133,785	Jun 30, 2026	carried, not yet filed for the newest quarter
46	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	132,330	0.25%	-14,957	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Bolus Mark J. Insider CIK 1486056 · Jun 25, 2026 Director, issuer-wide	125,942	0.24%	-12,190	Jun 25, 2026	Director, issuer-wide
48	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	124,793	0.24%	+133	Jun 30, 2026	carried, not yet filed for the newest quarter
49	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	124,496	0.24%	-2,844	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	78,642	0.15%	-5,180	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
49.2	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	39,689	0.08%	+1,673	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
50	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	123,878	0.24%	-3,580	Jun 30, 2026	carried, not yet filed for the newest quarter

59 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 723188 CUSIP 203607106 13F (30d) 47 filings 47 filers Visit website Investor relations