CGON · CG Oncology, Inc. · Shareholders & Ownership

$62.24 +0.31 (+0.50%) At close · Oct 21

Russell 2000 member Rebalance outlook locked

Market Cap

$5.52B

88.64M

Volume · Oct 21 530.15K Avg daily vol (3M) 872.01K

Every disclosed holder of CGON 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 CGON

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	230	93,822,623	105.85%	Yes
Insiders (Forms 3, 4, 5)	3	3,286,062	3.71%	Yes
13D/G-only blocks	7	26,808,537	30.24%	Yes
Remaining	—	35,276,847	-39.80%	Negative
Registered funds (N-PORT, not summed)	324	36,269,693	40.92%	No

Shares outstanding: 88,640,375, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 CGON

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	RTW INVESTMENTS, LP 13F CIK 1493215 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,514,590	9.61%	+1,529,782	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	RTW INVESTMENTS, LP 13G CIK 1493215 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,514,590	9.61%	+1,529,782	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,616,899	7.46%	-103,490	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Decheng Capital LLC 13F CIK 2010850 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,371,669	7.19%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Xiangmin Cui 13G CIK 1834150 · Unknown · Dec 31, 2024 Rule 13d-1(c), passive investor	6,371,669	7.19%	+912,859	Dec 31, 2024	Rule 13d-1(c), passive investor
5	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,256,288	7.06%	+1,192,108	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,023,696	6.80%	+2,452,769	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,894,091	2.14%	+450,385	Jun 30, 2026	iShares Trust, not summed
5.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	681,220	0.77%	+198,008	Jun 30, 2026	iShares Trust, not summed
5.4	iShares Biotechnology ETF Fund S000004350 · Registered fund · Jun 30, 2026 iShares Trust, not summed	407,369	0.46%	+28,074	Jun 30, 2026	iShares Trust, not summed
5.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	136,050	0.15%	+39,949	Jun 30, 2026	Quantitative Master Series LLC, not summed
6	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,324,751	6.01%	-46,481	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,324,751	6.01%	-188,028	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6.2	VANGUARD HEALTH CARE FUND Fund S000002922 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	2,860,428	3.23%	+271,180	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
7	James B. Tananbaum 13G CIK 1792204 · Unknown · Jun 30, 2026 Rule 13d-1(c), passive investor	4,306,174	4.86%	—	Jun 30, 2026	Rule 13d-1(c), passive investor
8	SONG, Hong Fang 13G CIK 1991263 · Unknown · Dec 31, 2024 Rule 13d-1(d), exempt investor	4,211,341	4.75%	-1,343,955	Dec 31, 2024	Rule 13d-1(d), exempt investor
9	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,161,493	4.69%	+396,649	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	806,808	0.91%	+221,972	Jul 31, 2026	Fidelity Salem Street Trust, not summed
9.2	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	797,441	0.90%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
9.3	Select Health Care Portfolio Fund S000007466 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	500,000	0.56%	-300,000	May 31, 2026	Fidelity Select Portfolios, not summed
9.4	Fidelity Small Cap Growth K6 Fund Fund S000057285 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	480,339	0.54%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
9.5	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	363,530	0.41%	+17,700	May 31, 2026	Fidelity Rutland Square Trust II, not summed
10	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,805,010	4.29%	+152,030	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	T. Rowe Price Capital Appreciation Fund Fund S000002070 · Registered fund · Jun 30, 2026 T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed	2,574,868	2.90%	0	Jun 30, 2026	T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed
10.2	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	1,114,695	1.26%	+372,367	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
10.3	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	744,793	0.84%	-502	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
10.4	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	658,981	0.74%	+27,200	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
10.5	T. Rowe Price Health Sciences Fund, Inc. Fund S000002088 · Registered fund · Jun 30, 2026 T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed	437,973	0.49%	-670,600	Jun 30, 2026	T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
11	TCG Crossover GP I, LLC 13G CIK 1839947 · Unknown · Mar 31, 2025 Rule 13d-1(c), passive investor	3,670,206	4.14%	+100,000	Mar 31, 2025	Rule 13d-1(c), passive investor
12	TCG Crossover Management, LLC 13F CIK 1839948 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,670,206	4.14%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Kissei Pharmaceutical Co., Ltd. 13G CIK 1532923 · Jan 29, 2024 Rule 13d-1(d), exempt investor	3,543,533	4.00%	—	Jan 29, 2024	Rule 13d-1(d), exempt investor
14	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,465,197	3.91%	+370,099	Jun 30, 2026	carried, not yet filed for the newest quarter
15	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,437,590	3.88%	+790,536	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	State Street(R) SPDR(R) S&P(R) Biotech ETF Fund S000010018 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,812,932	2.05%	+536,012	Jun 30, 2026	SPDR SERIES TRUST, not summed
15.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	23,400	0.03%	+2,900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
15.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,813	0.00%	+408	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
15.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	377	0.00%	+98	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
16	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,316,793	3.74%	+283,168	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Longitude Capital Partners IV, LLC 13D CIK 1829169 · Unknown · Sep 11, 2025	3,190,463	3.60%	-1,471,818	Sep 11, 2025
18	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,383,134	2.69%	+188,916	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Foresite Capital Management VI LLC 13F CIK 2013341 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,369,574	2.67%	+148,100	Jun 30, 2026	carried, not yet filed for the newest quarter
20	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,153,277	2.43%	+556,413	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Liu Brian Guan-Chyun Insider CIK 2007835 · Jun 25, 2026 Director, issuer-wide	1,886,236	2.13%	+371,085	Jun 25, 2026	Director, issuer-wide
22	Seven Fleet Capital Management LP 13F CIK 2092021 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,886,236	2.13%	+1,810,478	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,720,068	1.94%	+139,157	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	Seven Fleet Partners LP 13D CIK 2059170 · Unknown · Sep 11, 2025	1,515,151	1.71%	—	Sep 11, 2025
25	EcoR1 Capital, LLC 13F CIK 1587114 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,494,300	1.69%	+392,300	Jun 30, 2026	carried, not yet filed for the newest quarter
26	DV Trading LLC 13F CIK 1721757 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,439,393	1.62%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Avidity Partners Management LP 13F CIK 1791827 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,398,948	1.58%	+110,000	Jun 30, 2026	carried, not yet filed for the newest quarter
28	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,374,149	1.55%	+84,062	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	AB Small Cap Growth Portfolio Fund S000010309 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	356,146	0.40%	+41,662	Jun 30, 2026	AB CAP FUND, INC., not summed
28.2	AB DISCOVERY GROWTH FUND, INC. Fund S000010117 · Registered fund · Jun 30, 2026 AB DISCOVERY GROWTH FUND, INC., not summed	279,127	0.31%	+12,399	Jun 30, 2026	AB DISCOVERY GROWTH FUND, INC., not summed
28.3	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	64,690	0.07%	0	Jun 30, 2026	Bernstein Fund Inc, not summed
28.4	AB Small Cap Growth Portfolio Fund S000010435 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	6,890	0.01%	+902	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
28.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	1,934	0.00%	+264	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
29	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,312,880	1.48%	-194,125	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	204,363	0.23%	+31,882	Jun 30, 2026	Putnam Funds Trust, not summed
29.2	Franklin Small-Mid Cap Growth Fund Fund S000006888 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	200,480	0.23%	0	Jul 31, 2026	Franklin Strategic Series, not summed
29.3	Franklin Small Cap Growth Fund Fund S000006889 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	192,634	0.22%	-10,327	Jul 31, 2026	Franklin Strategic Series, not summed
29.4	Franklin Biotechnology Discovery Fund Fund S000006882 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	174,532	0.20%	-13,708	Jul 31, 2026	Franklin Strategic Series, not summed
29.5	Franklin Small-Mid Cap Growth VIP Fund Fund S000007314 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	22,492	0.03%	-12,652	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
30	Song Hong Fang Insider CIK 2008157 · Sep 3, 2025 Director, issuer-wide	1,200,910	1.35%	—	Sep 3, 2025	Director, issuer-wide
31	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,177,109	1.33%	+656,896	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	59	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
32	ACORN CAPITAL ADVISORS, LLC 13F CIK 2054410 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,131,500	1.28%	+999	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Foresite Capital Management V, LLC 13F CIK 1792206 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,079,050	1.22%	+75,000	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Logos Global Management LP 13F CIK 1792126 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,000,000	1.13%	+425,000	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	984,918	1.11%	-464,446	Jun 30, 2026	carried, not yet filed for the newest quarter
36	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	977,695	1.10%	-334,283	Jun 30, 2026	carried, not yet filed for the newest quarter
37	ORBIMED ADVISORS LLC 13F CIK 1055951 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	972,800	1.10%	+24,533	Jun 30, 2026	carried, not yet filed for the newest quarter
38	SG Americas Securities, LLC 13F CIK 1313360 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	867,465	0.98%	+842,833	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	860,026	0.97%	+95,227	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
40	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	857,713	0.97%	-301,526	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	85,246	0.10%	-1,773	May 31, 2026	Goldman Sachs Trust, not summed
40.2	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	53,002	0.06%	-19,606	May 31, 2026	Goldman Sachs Trust, not summed
40.3	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	27,423	0.03%	-22,507	May 31, 2026	Goldman Sachs Trust, not summed
40.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,511	0.01%	+99	May 31, 2026	Goldman Sachs ETF Trust, not summed
40.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	5,000	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
41	Jefferies Financial Group Inc. 13F CIK 96223 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	769,947	0.87%	+769,947	Jun 30, 2026	carried, not yet filed for the newest quarter
42	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	761,807	0.86%	-303,159	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	735,736	0.83%	+5,453	Jun 30, 2026	carried, not yet filed for the newest quarter
44	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	726,154	0.82%	+721,247	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	554,416	0.63%	+263,654	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
45	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	677,912	0.76%	+158,243	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	37,303	0.04%	+10,081	Jun 30, 2026	Northern Funds, not summed
45.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,725	0.01%	—	Jun 30, 2026	Northern Funds, not summed
45.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,718	0.00%	+126	Jul 31, 2026	FlexShares Trust, not summed
46	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	627,185	0.71%	+84,807	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	329,010	0.37%	-3,426	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
46.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	179,343	0.20%	+49,864	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
46.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	48,363	0.05%	+7,291	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
46.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	39,404	0.04%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
47	JNL/T. Rowe Price Capital Appreciation Fund Fund S000068115 · Registered fund · Jun 30, 2026 JNL Series Trust, not summed	593,262	0.67%	+23,411	Jun 30, 2026	JNL Series Trust, not summed
48	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	544,588	0.61%	-462,175	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
49	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	538,289	0.61%	+68,032	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	496,371	0.56%	—	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed

67 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 1991792 CUSIP 156944100 13F (30d) 19 filings 19 filers Visit website Investor relations