CCNE · Cnb Financial Corp/Pa · Shareholders & Ownership

$34.58 +0.59 (+1.74%)

Russell 2000 member Rebalance outlook locked

Market Cap

$1.02B

29.62M

Volume · Oct 20 62.15K Avg daily vol (3M) 145.57K

Every disclosed holder of CCNE 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 CCNE

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)	169	19,599,714	66.17%	Yes
Insiders (Forms 3, 4, 5)	26	893,555	3.02%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	9,127,616	30.81%	Rest
Registered funds (N-PORT, not summed)	206	8,457,039	28.55%	No

Shares outstanding: 29,620,885, 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 CCNE

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	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,424,759	8.19%	-87,448	Jun 30, 2026	carried, not yet filed for the newest quarter
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,314,194	7.81%	+225,091	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	807,573	2.73%	+97,520	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	291,488	0.98%	+37,753	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	99,126	0.33%	+25,224	Jun 30, 2026	iShares Trust, not summed
2.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	55,321	0.19%	+8,610	Jun 30, 2026	Quantitative Master Series LLC, not summed
2.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	42,506	0.14%	+1,088	Jun 30, 2026	iShares Trust, not summed
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,562,773	5.28%	+56,780	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	391,135	1.32%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	157,363	0.53%	+5,373	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	139,315	0.47%	+2,325	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	127,994	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	109,012	0.37%	+403	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,258,510	4.25%	-28,184	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Davis Asset Management, L.P. 13F CIK 1945894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	950,000	3.21%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
6	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	942,210	3.18%	+135,086	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	909,863	3.07%	+292,071	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	197,001	0.67%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	28,060	0.09%	-5,907	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	10,578	0.04%	+200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.4	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	695	0.00%	+17	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
7.5	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	153	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	892,306	3.01%	-39,510	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	819,910	2.77%	+210,544	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	605,244	2.04%	+121,750	May 31, 2026	American Century ETF Trust, not summed
11	Stieven Capital Advisors, L.P. 13F CIK 1388279 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	434,673	1.47%	-23,900	Jun 30, 2026	carried, not yet filed for the newest quarter
12	MALTESE CAPITAL MANAGEMENT LLC 13F CIK 1040762 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	422,100	1.43%	-27,372	Jun 30, 2026	carried, not yet filed for the newest quarter
13	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	421,190	1.42%	+45,352	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	272,761	0.92%	+16,600	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
13.2	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	49,340	0.17%	-1,700	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
13.3	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	52	0.00%	—	Jun 30, 2026	Columbia ETF Trust I, not summed
14	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	338,156	1.14%	+14,291	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	337,695	1.14%	+1,550	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	85,600	0.29%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
16	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	281,628	0.95%	+57,897	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	163,108	0.55%	+40,728	Jun 30, 2026	ROYCE FUND, not summed
16.2	Royce Capital Fund - Small-Cap Portfolio Fund S000009497 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	71,005	0.24%	+8,796	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
16.3	Royce Small-Cap Value Fund Fund S000009516 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	42,303	0.14%	+6,436	Jun 30, 2026	ROYCE FUND, not summed
17	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	280,129	0.95%	+33,455	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,945	0.05%	+1,801	Jun 30, 2026	Northern Funds, not summed
17.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,661	0.02%	-156	Jun 30, 2026	Northern Funds, not summed
17.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,536	0.02%	+224	Jul 31, 2026	FlexShares Trust, not summed
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	272,853	0.92%	-19,220	Jun 30, 2026	carried, not yet filed for the newest quarter
19	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	259,753	0.88%	-16,971	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	256,530	0.87%	+28,425	Jun 30, 2026	carried, not yet filed for the newest quarter
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	249,432	0.84%	+12,510	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	138,695	0.47%	-2,180	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	71,935	0.24%	+8,047	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	21,576	0.07%	+7,143	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	17,211	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	248,411	0.84%	+8,446	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	102,505	0.35%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
23	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	227,448	0.77%	-1,709	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	122,545	0.41%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
24	BANC FUNDS CO LLC 13F CIK 1029311 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	222,375	0.75%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	208,008	0.70%	-12,577	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	67	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
26	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	198,676	0.67%	+91,940	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	41,588	0.14%	-27,000	Jun 30, 2026	College Retirement Equities Fund, not summed
26.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	39,226	0.13%	+2,579	Jul 31, 2026	TIAA-CREF Funds, not summed
26.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	8,009	0.03%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
26.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	496	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
26.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	420	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
27	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	193,380	0.65%	+4,109	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Petiole USA ltd 13F CIK 1600202 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	189,241	0.64%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
29	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	181,638	0.61%	+36,239	Jun 30, 2026	carried, not yet filed for the newest quarter
30	CSM Advisors, LLC 13F CIK 1863523 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	178,940	0.60%	+178,940	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Oppenheimer & Close, LLC 13F CIK 1591377 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	166,253	0.56%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
32	GLOBEFLEX CAPITAL L P 13F CIK 921531 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	160,083	0.54%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	156,808	0.53%	+9,611	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	150,048	0.51%	+5,029	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
35	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	145,906	0.49%	+8,787	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	145,906	0.49%	+8,787	Jun 30, 2026	EA Series Trust, not summed
36	POWELL JEFFREY S Insider CIK 1195252 · Jan 30, 2026 Director, issuer-wide	143,058	0.48%	+1,805	Jan 30, 2026	Director, issuer-wide
37	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	139,945	0.47%	-48,500	Jun 30, 2026	carried, not yet filed for the newest quarter
38	CNB Bank 13F CIK 1732074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	131,750	0.44%	-2,801	Jun 30, 2026	carried, not yet filed for the newest quarter
39	EJF Capital LP 13F CIK 1353254 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	109,058	0.37%	-4,085	Jun 30, 2026	carried, not yet filed for the newest quarter
40	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	108,525	0.37%	-130,403	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	8,404	0.03%	+111	May 31, 2026	Goldman Sachs ETF Trust, not summed
40.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	7,063	0.02%	+1,383	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
41	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	107,938	0.36%	+4,438	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	First Trust Dow Jones Select MicroCap Index Fund Fund S000010772 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	97,306	0.33%	+4,386	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
41.2	First Trust NASDAQ ABA Community Bank Index Fund Fund S000026211 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	10,444	0.04%	+52	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
42	Olson Gary S Insider CIK 1392628 · Feb 4, 2026 Director, issuer-wide	100,172	0.34%	—	Feb 4, 2026	Director, issuer-wide
43	Siena Capital Partners GP, LLC 13F CIK 1694886 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	100,000	0.34%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
44	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	93,524	0.32%	-1,054	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	5,285	0.02%	0	Jun 30, 2026	AQR Funds, not summed
45	Selig Robert C Jr Insider CIK 1392626 · Jan 30, 2026 Director, issuer-wide	92,690	0.31%	+1,888	Jan 30, 2026	Director, issuer-wide
46	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	89,955	0.30%	+9,372	Jun 30, 2026	carried, not yet filed for the newest quarter
47	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	88,776	0.30%	-29,550	Jun 30, 2026	carried, not yet filed for the newest quarter
48	John Hancock Financial Opportunities Fund Fund · Registered fund · Jun 30, 2026 John Hancock Financial Opportunities Fund, not summed	80,835	0.27%	—	Jun 30, 2026	John Hancock Financial Opportunities Fund, not summed
49	JPMorgan Small Cap Value Fund Fund S000003899 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	74,616	0.25%	-4,550	Jun 30, 2026	JPMorgan Trust II, not summed
50	MARTINGALE ASSET MANAGEMENT L P 13F CIK 936944 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	70,061	0.24%	+7,200	Jun 30, 2026	carried, not yet filed for the newest quarter

23 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 736772 CUSIP 126128107 13F (30d) 19 filings 19 filers Visit website Investor relations