CG · Carlyle Group Inc. · Shareholders & Ownership

$37.24 +0.68 (+1.86%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$13.03B

356.33M

Volume · Oct 20 1.44M Avg daily vol (3M) 3.62M

Every disclosed holder of CG 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 CG

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)	586	219,492,587	61.60%	Yes
Insiders (Forms 3, 4, 5)	21	99,590,285	27.95%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	37,249,926	10.45%	Rest
Registered funds (N-PORT, not summed)	391	99,653,385	27.97%	No

Shares outstanding: 356,332,798, 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 CG

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	Daniel A. D'Aniello 13G CIK 1543846 · Unknown · Mar 31, 2025 Rule 13d-1(d), exempt investor, not summed	32,504,102	9.12%	—	Mar 31, 2025	Rule 13d-1(d), exempt investor, not summed
1.1	D'Aniello Daniel A. Insider CIK 1543846 · Nov 12, 2024 Director, issuer-wide	32,504,102	9.12%	-495,542	Nov 12, 2024	Director, issuer-wide
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	31,984,053	8.98%	+959,608	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	26,522,385	7.44%	+4,675,878	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	8,869,711	2.49%	+278,173	Jun 30, 2026	iShares Trust, not summed
2.3	BlackRock Equity Dividend Fund Fund S000002243 · Registered fund · Jul 31, 2026 BlackRock Equity Dividend Fund, not summed	1,759,830	0.49%	-84,150	Jul 31, 2026	BlackRock Equity Dividend Fund, not summed
2.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,089,731	0.31%	+92,406	Jun 30, 2026	iShares Trust, not summed
2.5	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	792,072	0.22%	-12,303	Jun 30, 2026	iShares Trust, not summed
3	CONWAY WILLIAM E JR Insider CIK 1196635 · Sep 3, 2025 Director, issuer-wide	26,999,644	7.58%	-2,000,000	Sep 3, 2025	Director, issuer-wide
3.1	William E. Conway, Jr. 13G CIK 1196635 · Unknown · Mar 31, 2025 Rule 13d-1(d), exempt investor, not summed	29,999,644	8.42%	—	Mar 31, 2025	Rule 13d-1(d), exempt investor, not summed
4	Rubenstein David M. Insider CIK 1543895 · Sep 11, 2026 Director, issuer-wide	26,899,644	7.55%	-500,000	Sep 11, 2026	Director, issuer-wide
4.1	David M. Rubenstein 13G CIK 1543895 · Unknown · Mar 31, 2025 Rule 13d-1(d), exempt investor, not summed	29,249,644	8.21%	—	Mar 31, 2025	Rule 13d-1(d), exempt investor, not summed
5	HARRIS ASSOCIATES L P 13F CIK 813917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,661,625	4.96%	+1,077,718	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Oakmark Fund Fund S000002758 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	7,162,200	2.01%	+446,000	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,830,112	3.32%	+10,562	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,813,798	3.32%	-6,013,418	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,464,474	3.22%	+70,803	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Income Fund of America Fund S000008814 · Registered fund · Jul 31, 2026 Income Fund of America, not summed	11,348,299	3.18%	0	Jul 31, 2026	Income Fund of America, not summed
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,993,408	2.80%	-179,037	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	731	0.00%	-64	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
10.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	384	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
10.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	370	0.00%	+150	Jul 31, 2026	E Trade Trust, not summed
10.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	96	0.00%	-13	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,891,982	2.78%	+211,112	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	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	1,311,912	0.37%	+44,242	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.2	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	243,070	0.07%	-860	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	156,351	0.04%	+2,270	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.4	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	151,551	0.04%	+10,334	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	93,512	0.03%	+200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,003,225	2.25%	-12,984	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,739,524	2.17%	+90,515	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	3,643,320	1.02%	-16,880	May 31, 2026	MFS Series Trust IV, not summed
13.2	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	1,653,035	0.46%	-19,797	Jun 30, 2026	MFS SERIES TRUST XI, not summed
13.3	MFS Mid Cap Growth Series Fund S000002678 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	93,027	0.03%	+1,811	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
13.4	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	61,624	0.02%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
13.5	MFS Global New Discovery Fund Fund S000035048 · Registered fund · May 31, 2026 MFS SERIES TRUST IV, not summed	15,709	0.00%	+823	May 31, 2026	MFS SERIES TRUST IV, not summed
14	ALKEON CAPITAL MANAGEMENT LLC 13F CIK 1230239 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,941,316	1.67%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
15	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,914,905	1.66%	-386,204	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	William Blair Large Cap Growth Fund Fund S000008601 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	535,347	0.15%	-52,310	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
15.2	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	315,593	0.09%	-1,900	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
15.3	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	69,317	0.02%	-35	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
15.4	William Blair Growth Fund Fund S000008594 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	53,152	0.01%	-21,491	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
15.5	William Blair Small-Mid Cap Value Fund Fund S000080810 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	1,034	0.00%	0	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,780,713	1.62%	-36,699	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	SCHWARTZ HARVEY M Insider CIK 1566418 · Aug 26, 2026 Director, Chief Executive Officer, issuer-wide	5,273,362	1.48%	+19,240	Aug 26, 2026	Director, Chief Executive Officer, issuer-wide
18	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,224,555	1.47%	+75,432	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	5,148,929	1.45%	0	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
20	ARIEL INVESTMENTS, LLC 13F CIK 936753 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,548,683	1.28%	+566,926	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Ariel Fund Fund S000005024 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	1,996,288	0.56%	+275,017	Jun 30, 2026	Ariel Investment Trust, not summed
20.2	Ariel Appreciation Fund Fund S000005025 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	434,354	0.12%	+40,221	Jun 30, 2026	Ariel Investment Trust, not summed
21	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,358,455	1.22%	+653,865	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,338,760	0.38%	-21,313	May 31, 2026	Fidelity Concord Street Trust, not summed
21.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,005,459	0.28%	+36,734	Jul 31, 2026	Fidelity Salem Street Trust, not summed
21.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	936,400	0.26%	+148,600	May 31, 2026	Fidelity Rutland Square Trust II, not summed
21.4	Fidelity Balanced Fund Fund S000007151 · Registered fund · May 31, 2026 Fidelity Puritan Trust, not summed	741,200	0.21%	+133,100	May 31, 2026	Fidelity Puritan Trust, not summed
21.5	Fidelity Equity Dividend Income Fund Fund S000006970 · Registered fund · May 31, 2026 Fidelity Financial Trust, not summed	502,500	0.14%	—	May 31, 2026	Fidelity Financial Trust, not summed
22	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,870,443	1.09%	+368,111	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,660,731	1.03%	-43,640	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,646,300	1.02%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,406,001	0.96%	+2,749,781	Jun 30, 2026	carried, not yet filed for the newest quarter
26	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,995,510	0.84%	-50,468	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	510,924	0.14%	+15,394	Jul 31, 2026	Dimensional ETF Trust, not summed
26.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	280,636	0.08%	+41,580	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
26.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	273,674	0.08%	+5,811	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
26.4	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	170,141	0.05%	-4,746	Jul 31, 2026	Dimensional ETF Trust, not summed
26.5	U.S. Sustainability Core 1 Portfolio Fund S000020422 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	95,367	0.03%	-24,911	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,972,439	0.83%	+75,653	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,576,558	0.72%	+76,762	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	168,477	0.05%	+5,085	Jun 30, 2026	Northern Funds, not summed
28.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,950	0.00%	-915	Jul 31, 2026	FlexShares Trust, not summed
29	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,504,918	0.70%	-397,470	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,184,854	0.61%	+1,981,854	Jun 30, 2026	carried, not yet filed for the newest quarter
31	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,029,610	0.57%	+1,145,931	Jun 30, 2026	carried, not yet filed for the newest quarter
32	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,026,772	0.57%	-694,821	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Columbia Select Mid Cap Value Fund Fund S000010792 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	1,281,769	0.36%	+290,000	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
32.2	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	185,348	0.05%	-6,001	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
32.3	Columbia Variable Portfolio - Select Mid Cap Value Fund Fund S000019847 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	111,079	0.03%	+12,000	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,007,599	0.56%	-40,051	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	19,589	0.01%	+20	Jul 31, 2026	BNY Mellon ETF Trust, not summed
34	ALGEBRIS (UK) LTD 13F CIK 1700286 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,923,159	0.54%	+628,125	Jun 30, 2026	carried, not yet filed for the newest quarter
35	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,886,490	0.53%	+547,683	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Redett John C. Insider CIK 1620605 · Aug 26, 2026 Co-President, issuer-wide	1,752,000	0.49%	+8,302	Aug 26, 2026	Co-President, issuer-wide
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,640,080	0.46%	+33,241	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Nedelman Jeffrey Insider CIK 1962643 · Aug 26, 2026 Co-President, issuer-wide	1,609,479	0.45%	+6,615	Aug 26, 2026	Co-President, issuer-wide
39	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,602,700	0.45%	+86,089	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	1,574,143	0.44%	-50,226	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	68,255	0.02%	+13,602	May 31, 2026	Goldman Sachs ETF Trust, not summed
40.2	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	23,400	0.01%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
40.3	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	8,471	0.00%	+1,124	May 31, 2026	Goldman Sachs ETF Trust, not summed
40.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	7,733	0.00%	+36	May 31, 2026	Goldman Sachs ETF Trust II, not summed
40.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	5,514	0.00%	+3,312	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
41	Jenkins Mark David Insider CIK 1810761 · Aug 26, 2026 Co-President, issuer-wide	1,415,478	0.40%	+6,264	Aug 26, 2026	Co-President, issuer-wide
42	Markel Group Inc. 13F CIK 1096343 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,327,000	0.37%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Beutel, Goodman & Co Ltd. 13F CIK 1361974 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,270,059	0.36%	-248,933	Jun 30, 2026	carried, not yet filed for the newest quarter
44	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,218,238	0.34%	+820,832	Jun 30, 2026	carried, not yet filed for the newest quarter
45	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,140,809	0.32%	+12,825	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	274,151	0.08%	+6,985	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
45.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	158,023	0.04%	+5,087	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
45.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	153,852	0.04%	+2,395	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
45.4	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	130,519	0.04%	-6,300	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
45.5	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	124,420	0.03%	+3,263	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
46	Davis Asset Management, L.P. 13F CIK 1945894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,131,000	0.32%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
47	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,071,394	0.30%	-105,019	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	1,067,985	0.30%	+38,409	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
49	Walleye Capital LLC 13F CIK 1758720 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,060,746	0.30%	+688,791	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,049,820	0.29%	+113,362	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Tax-Managed U.S. Large Cap Fund Fund S000001570 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	606,257	0.17%	-35,479	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50.2	U.S. Strategic Equity Fund Fund S000037466 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	125,454	0.04%	-29,967	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50.3	U.S. Strategic Equity Fund Fund S000006863 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	33,672	0.01%	+5,029	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed

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Key facts CIK 1527166 CUSIP 14316J108 13F (30d) 90 filings 83 filers Visit website Investor relations