CFR · Cullen/Frost Bankers, Inc. · Shareholders & Ownership

$158.17 +0.36 (+0.23%) At close · Nov 13 Play latest call Q2 2026 earnings call transcript

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$9.84B

62.18M

Volume · Nov 13 400.56K Avg daily vol (3M) 472.03K

Every disclosed holder of CFR 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 CFR

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)	596	58,610,225	94.26%	Yes
Insiders (Forms 3, 4, 5)	15	717,599	1.15%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,852,701	4.59%	Rest
Registered funds (N-PORT, not summed)	416	25,597,908	41.17%	No

Shares outstanding: 62,180,525, 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 CFR

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 · Sep 30, 2026	6,691,112	10.76%	-644,207	Sep 30, 2026
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,149,041	3.46%	+56,436	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	242,398	0.39%	+14,431	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	188,216	0.30%	-3,674	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	158,221	0.25%	+811	Jul 31, 2026	iShares Trust, not summed
1.5	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	157,435	0.25%	-3,140	Jun 30, 2026	iShares Trust, not summed
2	Aristotle Capital Management, LLC 13F CIK 860644 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,465,464	7.18%	-299,545	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Sep 30, 2026	3,186,070	5.12%	-15,244	Sep 30, 2026
4	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	2,929,733	4.71%	-288,516	Sep 30, 2026
4.1	STATE STREET CORP 13G CIK 93751 · Bank · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,930,133	4.71%	-288,743	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	624,044	1.00%	+65,618	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	414,582	0.67%	+9,827	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	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	317,847	0.51%	+9,148	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	95,520	0.15%	-24	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Sep 30, 2026	2,839,523	4.57%	+61,865	Sep 30, 2026
5.1	First Eagle Global Fund Fund S000011211 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	1,961,373	3.15%	+219,014	Jul 31, 2026	First Eagle Funds, not summed
5.2	First Eagle U.S. Fund Fund S000011213 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	65,453	0.11%	+7,194	Jul 31, 2026	First Eagle Funds, not summed
5.3	First Eagle Global Balanced Fund Fund S000035750 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	45,719	0.07%	0	Jul 31, 2026	First Eagle Funds, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Sep 30, 2026	2,669,349	4.29%	-46,316	Sep 30, 2026
7	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Sep 30, 2026	2,110,160	3.39%	-123,138	Sep 30, 2026
8	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Sep 30, 2026	1,919,009	3.09%	+1,909,449	Sep 30, 2026
8.1	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	6,800	0.01%	+56	Jul 31, 2026	Victory Portfolios III, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,891,166	3.04%	-7,373	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	1,723,180	2.77%	+70,360	Sep 30, 2026
10.1	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	223,844	0.36%	+662	Jul 31, 2026	Dimensional ETF Trust, not summed
10.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	218,000	0.35%	+38,172	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	190,410	0.31%	+1,513	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	171,530	0.28%	+8,255	Jul 31, 2026	Dimensional ETF Trust, not summed
10.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	124,407	0.20%	+6,508	Jul 31, 2026	Dimensional ETF Trust, not summed
11	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	1,577,000	2.54%	0	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,367,388	2.20%	-17,160	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	1,258,750	2.02%	-78,950	Sep 30, 2026
14	KING LUTHER CAPITAL MANAGEMENT CORP 13F CIK 310051 · Registered investment adviser · Sep 30, 2026	1,164,981	1.87%	-81,094	Sep 30, 2026
14.1	LKCM Small Cap Equity Fund Fund S000004604 · Registered fund · Jun 30, 2026 LKCM Funds, not summed	29,615	0.05%	0	Jun 30, 2026	LKCM Funds, not summed
14.2	LKCM Balanced Fund Fund S000004605 · Registered fund · Jun 30, 2026 LKCM Funds, not summed	8,300	0.01%	0	Jun 30, 2026	LKCM Funds, not summed
15	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,144,332	1.84%	+484,393	Jun 30, 2026	carried, not yet filed for the newest quarter
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Sep 30, 2026	1,002,922	1.61%	+160,292	Sep 30, 2026
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	48	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	962,310	1.55%	-248,412	Jun 30, 2026	carried, not yet filed for the newest quarter
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	947,465	1.52%	+1,486	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	80,114	0.13%	+6,854	Jul 31, 2026	FlexShares Trust, not summed
18.2	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	40,812	0.07%	+1,135	Jun 30, 2026	Northern Funds, not summed
18.3	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	17,958	0.03%	-468	Jul 31, 2026	FlexShares Trust, not summed
18.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,634	0.02%	+622	Jul 31, 2026	FlexShares Trust, not summed
18.5	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,360	0.01%	-143	Jun 30, 2026	Northern Funds, not summed
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	866,685	1.39%	-14,922	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	747,202	1.20%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	719,565	1.16%	+14,488	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	651,588	1.05%	-50,083	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	76,523	0.12%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
22.2	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	11,346	0.02%	—	Aug 31, 2026	Goldman Sachs Trust, not summed
22.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	2,752	0.00%	+368	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
22.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	1,955	0.00%	-65	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
22.5	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	654	0.00%	-55	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
23	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Sep 30, 2026	631,874	1.02%	-100,457	Sep 30, 2026
24	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	628,681	1.01%	-25,754	Sep 30, 2026
24.1	Small-MidCap Dividend Income Fund Fund S000032942 · Registered fund · Aug 31, 2026 Principal Funds, Inc, not summed	158,271	0.25%	-57,135	Aug 31, 2026	Principal Funds, Inc, not summed
24.2	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	58,007	0.09%	+57,136	Jul 31, 2026	Principal Funds, Inc, not summed
24.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	52,720	0.08%	-7,310	Jul 31, 2026	Principal Funds, Inc, not summed
24.4	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	24,009	0.04%	-170	Jul 31, 2026	Principal Funds, Inc, not summed
25	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	610,241	0.98%	-36,994	Jun 30, 2026	carried, not yet filed for the newest quarter
26	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	590,515	0.95%	-153,213	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Janus Henderson Contrarian Fund Fund S000010475 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	582,776	0.94%	-37,063	Jun 30, 2026	Janus Investment Fund, not summed
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	550,371	0.89%	-2,566	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	173,700	0.28%	+2,918	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	124,450	0.20%	+13,076	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	65,984	0.11%	+285	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	38,199	0.06%	+443	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	37,761	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29	Invesco Ltd. 13F CIK 914208 · Investment adviser · Sep 30, 2026	538,535	0.87%	+355,098	Sep 30, 2026
29.1	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	52,781	0.08%	-6,081	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
29.2	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	29,589	0.05%	-2,332	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
29.3	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	10,919	0.02%	+663	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
29.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	10,574	0.02%	+315	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
29.5	Invesco S&P Midcap 400 QVM Multi-Factor ETF Fund S000072319 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	7,912	0.01%	-372	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
30	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	527,167	0.85%	-141,000	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	524,562	0.84%	+7,827	Sep 30, 2026
31.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	9,039	0.01%	-376	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	Artemis Investment Management LLP 13F CIK 1535385 · Non-US institution · Sep 30, 2026	521,810	0.84%	+85,267	Sep 30, 2026
33	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Sep 30, 2026	520,348	0.84%	-75,910	Sep 30, 2026
34	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Sep 30, 2026	499,740	0.80%	-18,812	Sep 30, 2026
34.1	Small Cap Core Fund Fund S000043450 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	222,194	0.36%	-13,458	Jul 31, 2026	John Hancock Investment Trust, not summed
34.2	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	87,810	0.14%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
34.3	John Hancock Multifactor Mid Cap ETF Fund S000050079 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	44,612	0.07%	+2,640	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
34.4	John Hancock Multifactor Large Cap ETF Fund S000050077 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	432	0.00%	+6	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
35	FMR LLC 13F CIK 315066 · Holding company · Sep 30, 2026	499,591	0.80%	+197,828	Sep 30, 2026
35.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	302,433	0.49%	-23,687	Aug 31, 2026	Fidelity Concord Street Trust, not summed
35.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	223,652	0.36%	+3,437	Jul 31, 2026	Fidelity Salem Street Trust, not summed
35.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	119,227	0.19%	+787	Aug 31, 2026	Fidelity Concord Street Trust, not summed
35.4	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	108,150	0.17%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
35.5	Fidelity SAI U.S. Low Volatility Index Fund Fund S000049309 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	106,359	0.17%	+2,499	Jul 31, 2026	Fidelity Salem Street Trust, not summed
36	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	483,166	0.78%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
37	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Sep 30, 2026	455,034	0.73%	-176,552	Sep 30, 2026
37.1	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	41,556	0.07%	-9,851	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
37.2	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	21,916	0.04%	-1,335	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
37.3	First Trust/Dow Jones Dividend & Income Allocation Portfolio Fund S000036417 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	17,789	0.03%	-1,920	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
37.4	First Trust Nasdaq Bank ETF Fund S000053942 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	13,579	0.02%	-3,140	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
37.5	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	13,333	0.02%	+91	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
38	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Sep 30, 2026	444,421	0.71%	+9,865	Sep 30, 2026
38.1	Vaughan Nelson Small Cap Fund Fund S000006661 · Registered fund · Jun 30, 2026 Natixis Funds Trust I, not summed	159,397	0.26%	+55,395	Jun 30, 2026	Natixis Funds Trust I, not summed
39	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Sep 30, 2026	402,442	0.65%	-81,623	Sep 30, 2026
39.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	9,005	0.01%	-400	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
39.2	SIIT LARGE CAP INDEX FUND Fund S000006768 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	1,668	0.00%	0	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
39.3	AMT Diversified Equity Fund Fund S000073478 · Registered fund · Jul 31, 2026 ADVISER MANAGED TRUST, not summed	283	0.00%	0	Jul 31, 2026	ADVISER MANAGED TRUST, not summed
39.4	New Covenant Growth Fund Fund S000024941 · Registered fund · Jun 30, 2026 NEW COVENANT FUNDS, not summed	121	0.00%	0	Jun 30, 2026	NEW COVENANT FUNDS, not summed
40	Alberta Investment Management Corp 13F CIK 1463559 · Non-US institution · Sep 30, 2026	400,000	0.64%	0	Sep 30, 2026
41	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	395,367	0.64%	-17,250	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Sep 30, 2026	391,240	0.63%	-2,958	Sep 30, 2026
43	Madison Asset Management, LLC 13F CIK 1299351 · Registered investment adviser · Sep 30, 2026	383,589	0.62%	-19,466	Sep 30, 2026
43.1	Madison Mid Cap Fund Fund S000020651 · Registered fund · Jul 31, 2026 MADISON FUNDS, not summed	188,965	0.30%	+25,089	Jul 31, 2026	MADISON FUNDS, not summed
43.2	Mid Cap Fund Fund S000019983 · Registered fund · Jun 30, 2026 ULTRA SERIES FUND, not summed	11,324	0.02%	+1,854	Jun 30, 2026	ULTRA SERIES FUND, not summed
44	JONES FINANCIAL COMPANIES LLLP 13F CIK 815917 · Unknown · Sep 30, 2026	371,243	0.60%	+21,389	Sep 30, 2026
45	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Sep 30, 2026	370,444	0.60%	+286,576	Sep 30, 2026
46	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Sep 30, 2026	357,730	0.58%	+2,165	Sep 30, 2026
47	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	355,312	0.57%	+539	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
48	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F CIK 1021642 · Registered investment adviser · Sep 30, 2026	349,412	0.56%	-111,025	Sep 30, 2026
49	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	335,048	0.54%	-165,042	Jun 30, 2026	carried, not yet filed for the newest quarter
50	UBS Group AG 13F CIK 1610520 · Bank · Sep 30, 2026	309,956	0.50%	+130,564	Sep 30, 2026

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

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Key facts CIK 39263 CUSIP 229899109 13F (30d) 468 filings 430 filers Visit website Investor relations