CERT · Certara, Inc. · Shareholders & Ownership

$10.09 -0.09 (-0.88%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.55B

152.54M

Volume · Oct 22 2.36M Avg daily vol (3M) 3.01M

Every disclosed holder of CERT 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 CERT

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)	240	132,453,184	86.83%	Yes
Insiders (Forms 3, 4, 5)	17	4,084,342	2.68%	Yes
13D/G-only blocks	2	11,368,350	7.45%	Yes
Remaining	—	4,632,904	3.04%	Rest
Registered funds (N-PORT, not summed)	218	53,011,422	34.75%	No

Shares outstanding: 152,538,780, 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 CERT

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	18,818,180	12.34%	+4,510,302	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	18,032,062	11.82%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,030,811	4.61%	-133,962	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,014,141	1.98%	—	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,100,618	0.72%	—	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	537,076	0.35%	+7,949	Jun 30, 2026	iShares Trust, not summed
2	Deerfield Management Company, L.P. 13G CIK 1352546 · Unknown · Nov 25, 2025 Rule 13d-1(c), passive investor	7,808,605	5.12%	-2,202,395	Nov 25, 2025	Rule 13d-1(c), passive investor
3	DEERFIELD MANAGEMENT COMPANY, L.P. 13F CIK 1009258 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,512,928	4.93%	-295,677	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Haveli Investment Management LLC 13F CIK 2022286 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,400,000	4.85%	+7,400,000	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Jefferies Financial Group Inc. 13F CIK 96223 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,091,051	4.65%	+232,842	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,056,106	4.63%	+1,086,910	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	6,022,686	3.95%	-2,539,822	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,022,686	3.95%	-2,329,595	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,722,913	1.13%	-301,425	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,175,902	0.77%	-6,546	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,027,341	0.67%	-15,410	Jul 31, 2026	Dimensional ETF Trust, not summed
7.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	880,090	0.58%	+98,741	Jul 31, 2026	Dimensional ETF Trust, not summed
8	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	5,523,922	3.62%	+1,225,097	Sep 30, 2026
8.1	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	1,814,406	1.19%	+446,230	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,283,180	3.46%	-77,249	Jun 30, 2026	carried, not yet filed for the newest quarter
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,821,805	3.16%	+881,310	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	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	1,067,798	0.70%	-19,868	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	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	316,463	0.21%	-4,886	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	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	301,347	0.20%	-22,093	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	43,100	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.5	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	21,437	0.01%	+320	Jun 30, 2026	SPDR SERIES TRUST, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,721,805	2.44%	-87,200	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Arsenal Capital Partners III LP 13D CIK 1541125 · Unknown · Apr 14, 2025	3,559,745	2.33%	—	Apr 14, 2025
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,141,689	2.06%	+1,027,133	Jun 30, 2026	carried, not yet filed for the newest quarter
14	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,756,026	1.81%	+1,540,975	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	495,393	0.32%	+256,035	Jun 30, 2026	ROYCE FUND, not summed
14.2	Royce Micro-Cap Fund Fund S000009506 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	450,686	0.30%	+257,220	Jun 30, 2026	ROYCE FUND, not summed
14.3	Royce Capital Fund - Micro-Cap Portfolio Fund S000009496 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	148,536	0.10%	+86,741	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,673,186	1.75%	-90,319	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,666,456	1.75%	-754,176	Jun 30, 2026	carried, not yet filed for the newest quarter
17	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,555,126	1.68%	+1,299,182	Jun 30, 2026	carried, not yet filed for the newest quarter
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,551,111	1.67%	-689,106	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	33	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
19	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,424,222	1.59%	+1,508,738	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	266,362	0.17%	+23,419	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
19.2	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	35,801	0.02%	-40,396	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
19.3	First Trust Active Factor Small Cap ETF Fund S000066790 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	25,818	0.02%	+4,887	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
19.4	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	6,190	0.00%	-5,663	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
20	Feehery William F Insider CIK 1543193 · Nov 11, 2025 Director, issuer-wide	2,360,769	1.55%	+24,096	Nov 11, 2025	Director, issuer-wide
21	Touchstone Strategic Trust-Touchstone Small Company Fund Fund S000059011 · Registered fund · Jun 30, 2026 Touchstone Strategic Trust, not summed	2,195,407	1.44%	+177,634	Jun 30, 2026	Touchstone Strategic Trust, not summed
22	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,160,167	1.42%	+1,589,441	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	136,617	0.09%	—	Jun 30, 2026	AQR Funds, not summed
22.2	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	37,628	0.02%	+30,966	Jun 30, 2026	AQR Funds, not summed
23	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,030,844	1.33%	-217,015	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	1,279,300	0.84%	+77,900	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
23.2	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	231,440	0.15%	+54,850	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
23.3	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	178,318	0.12%	-11,822	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
23.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	184	0.00%	—	Jun 30, 2026	Columbia ETF Trust I, not summed
24	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,998,373	1.31%	+660,746	Jun 30, 2026	carried, not yet filed for the newest quarter
25	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,892,050	1.24%	+1,892,050	Jun 30, 2026	carried, not yet filed for the newest quarter
26	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,798,449	1.18%	-244,497	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,694,983	1.11%	+818,489	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,683,885	1.10%	+1,683,885	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Dixon Mitchell Investment Counsel Inc. 13F CIK 1993485 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,545,956	1.01%	+8,080	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Kopion Asset Management, LLC 13F CIK 1728689 · Registered investment adviser · Sep 30, 2026	1,532,364	1.00%	-326,175	Sep 30, 2026
31	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,463,251	0.96%	+474,261	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	1,384,426	0.91%	+499,216	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	5,670	0.00%	+2,750	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
32.2	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,272	0.00%	-90	May 31, 2026	Goldman Sachs ETF Trust, not summed
33	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,351,135	0.89%	+15,951	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	Tejara Capital Ltd 13F CIK 1879713 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,292,721	0.85%	+500,600	Jun 30, 2026	carried, not yet filed for the newest quarter
35	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,210,449	0.79%	+366,307	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	58,496	0.04%	—	Jun 30, 2026	Northern Funds, not summed
35.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,324	0.01%	+12,016	Jul 31, 2026	FlexShares Trust, not summed
35.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,772	0.01%	-561	Jun 30, 2026	Northern Funds, not summed
36	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,104,605	0.72%	+1,041,872	Jun 30, 2026	carried, not yet filed for the newest quarter
37	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,093,243	0.72%	-3,452,605	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Column Small Cap Select Fund Fund S000082920 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	1,070,403	0.70%	—	Aug 31, 2026	Trust for Professional Managers, not summed
39	ROYCE MICRO-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE MICRO-CAP TRUST, INC., not summed	1,051,418	0.69%	—	Jun 30, 2026	ROYCE MICRO-CAP TRUST, INC., not summed
40	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,047,292	0.69%	-367,487	Jun 30, 2026	carried, not yet filed for the newest quarter
41	ArrowMark Colorado Holdings LLC 13F CIK 1483859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,001,592	0.66%	-3,591,115	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Meridian Growth Fund Fund S000001462 · Registered fund · Jun 30, 2026 Meridian Fund Inc, not summed	445,947	0.29%	-339,223	Jun 30, 2026	Meridian Fund Inc, not summed
41.2	Meridian Small Cap Growth Fund Fund S000042770 · Registered fund · Jun 30, 2026 Meridian Fund Inc, not summed	223,669	0.15%	-160,363	Jun 30, 2026	Meridian Fund Inc, not summed
42	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	981,498	0.64%	+750,094	Jun 30, 2026	carried, not yet filed for the newest quarter
43	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	977,909	0.64%	+97,706	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	577,263	0.38%	-7,716	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	282,529	0.19%	—	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
43.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	74,790	0.05%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	41,727	0.03%	-28,273	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
44	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	867,767	0.57%	-141,322	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	772,426	0.51%	+29,171	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Rathbones Group PLC 13F CIK 1351991 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	756,990	0.50%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	741,168	0.49%	+729,167	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	126,679	0.08%	—	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
47.2	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	116,078	0.08%	—	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
47.3	Multi-Strategy Income Fund Fund S000048356 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	50,841	0.03%	—	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
47.4	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	22,588	0.01%	—	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
48	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	731,012	0.48%	+82,482	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	685,993	0.45%	+207,895	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
50	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	684,700	0.45%	+330,200	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.

Showing 1–50 of 364 holders

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Key facts CIK 1827090 CUSIP 15687V109 13F (30d) 21 filings 21 filers Visit website Investor relations