CHE · Chemed Corp · Shareholders & Ownership

$511.37 -4.70 (-0.91%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$6.75B

13.07M

Volume · Oct 21 115.73K Avg daily vol (3M) 155.97K

Every disclosed holder of CHE 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 CHE

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)	536	13,529,936	103.52%	Yes
Insiders (Forms 3, 4, 5)	13	143,725	1.10%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	603,700	-4.62%	Negative
Registered funds (N-PORT, not summed)	434	5,518,640	42.22%	No

Shares outstanding: 13,069,961, 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 CHE

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	1,484,282	11.36%	+147,592	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	454,441	3.48%	-14,541	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	53,471	0.41%	-40	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	39,111	0.30%	-3,063	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	33,905	0.26%	-2,764	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	29,114	0.22%	+147	Jun 30, 2026	iShares Trust, not summed
2	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	972,474	7.44%	+556,862	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	972,474	7.44%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	97,263	0.74%	+49,149	Jun 30, 2026	AQR Funds, not summed
2.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	34,455	0.26%	+14,488	Jun 30, 2026	AQR Funds, not summed
2.4	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	11,723	0.09%	+2,952	Jun 30, 2026	AQR Funds, not summed
2.5	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,633	0.07%	+5,613	Jun 30, 2026	AQR Funds, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	787,068	6.02%	-28,631	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	604,420	4.62%	-31,650	Jun 30, 2026	carried, not yet filed for the newest quarter
5	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	453,238	3.47%	+146,352	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	444,716	3.40%	-17,454	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	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	67,175	0.51%	-2,089	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	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	10,445	0.08%	-725	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	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	10,059	0.08%	-433	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) S&P(R) Health Care Services ETF Fund S000012331 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	5,207	0.04%	+1,082	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	4,554	0.03%	-320	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	426,035	3.26%	-25,111	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	413,942	3.17%	+2,896	Jun 30, 2026	carried, not yet filed for the newest quarter
9	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	403,395	3.09%	-97,592	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	307,739	2.35%	-18,839	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	280,684	2.15%	+280,684	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Epoch Investment Partners, Inc. 13F CIK 1305841 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	267,290	2.05%	+17,167	Jun 30, 2026	carried, not yet filed for the newest quarter
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	260,561	1.99%	+12,711	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	50,232	0.38%	+715	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	42,762	0.33%	+3,855	Jul 31, 2026	Dimensional ETF Trust, not summed
13.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	27,938	0.21%	+1,445	Jul 31, 2026	Dimensional ETF Trust, not summed
13.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	25,852	0.20%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.5	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	18,069	0.14%	-440	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14	TD Asset Management Inc 13F CIK 1056053 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	256,263	1.96%	-23,438	Jun 30, 2026	carried, not yet filed for the newest quarter
15	River Road Asset Management, LLC 13F CIK 1341401 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	237,927	1.82%	+166,159	Jun 30, 2026	carried, not yet filed for the newest quarter
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	232,302	1.78%	+5,253	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	18	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	219,988	1.68%	+92,595	Jun 30, 2026	carried, not yet filed for the newest quarter
18	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	219,788	1.68%	-16,604	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	First Trust Health Care AlphaDEX Fund Fund S000017700 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	19,021	0.15%	-21,055	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
18.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	12,478	0.10%	-2,006	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
18.3	First Trust/Dow Jones Dividend & Income Allocation Portfolio Fund S000036417 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	6,456	0.05%	+624	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
18.4	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	2,210	0.02%	-2,596	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
18.5	First Trust Active Factor Mid Cap ETF Fund S000066789 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	1,214	0.01%	+264	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
19	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	210,584	1.61%	+88,680	Jun 30, 2026	Capitol Series Trust, not summed
20	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	201,275	1.54%	-3,922	Jun 30, 2026	carried, not yet filed for the newest quarter
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	199,148	1.52%	+24,482	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	8,628	0.07%	-294	Jun 30, 2026	Northern Funds, not summed
21.2	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,680	0.01%	-1,050	Jul 31, 2026	FlexShares Trust, not summed
21.3	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,536	0.01%	+42	Jul 31, 2026	FlexShares Trust, not summed
21.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	316	0.00%	-300	Jul 31, 2026	FlexShares Trust, not summed
22	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	183,938	1.41%	+45,939	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	7,418	0.06%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
22.2	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	1,739	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
22.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	915	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
22.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	737	0.01%	+397	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
22.5	Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Fund S000009352 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	661	0.01%	-855	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
23	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	176,971	1.35%	-5,564	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	170,358	1.30%	+6,354	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	39,822	0.30%	+617	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	38,300	0.29%	+49	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.3	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	27,997	0.21%	+630	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	14,411	0.11%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	12,865	0.10%	+2,277	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	166,149	1.27%	+13,680	Jun 30, 2026	carried, not yet filed for the newest quarter
26	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	163,404	1.25%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Van Berkom & Associates Inc. 13F CIK 1524408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	162,809	1.25%	-2,279	Jun 30, 2026	carried, not yet filed for the newest quarter
28	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	158,302	1.21%	-29,974	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
29	DekaBank Deutsche Girozentrale 13F CIK 1456228 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	155,267	1.19%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	152,207	1.16%	-5,768	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	JPMorgan Mid Cap Value Fund Fund S000004475 · Registered fund · Jun 30, 2026 J.P. Morgan Fleming Mutual Fund Group, Inc., not summed	151,234	1.16%	-43,166	Jun 30, 2026	J.P. Morgan Fleming Mutual Fund Group, Inc., not summed
32	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	150,368	1.15%	+11,212	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	110,446	0.85%	+8,211	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.2	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	14,317	0.11%	+13,474	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
32.3	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	14,010	0.11%	+2,888	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	3,131	0.02%	+417	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.5	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	2,948	0.02%	+217	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
33	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	146,833	1.12%	+1,826	Sep 30, 2026
34	SG Americas Securities, LLC 13F CIK 1313360 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	132,350	1.01%	+105,288	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	119,717	0.92%	-9,304	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	82,000	0.63%	-6,000	Jun 30, 2026	Victory Portfolios, not summed
35.2	Victory Value Fund Fund S000012920 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	7,584	0.06%	0	Jul 31, 2026	Victory Portfolios III, not summed
35.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	1,507	0.01%	-40	Jul 31, 2026	Victory Portfolios III, not summed
36	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	106,497	0.81%	-35,400	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	103,610	0.79%	+7,618	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Caisse de depot et placement du Quebec 13F CIK 898286 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	95,136	0.73%	-20,792	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	94,045	0.72%	-14,269	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	554	0.00%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
40	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	93,085	0.71%	+44,392	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Gotham Absolute Return Fund Fund S000038174 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	3,762	0.03%	+3,757	Jun 30, 2026	FundVantage Trust, not summed
40.2	Gotham Neutral Fund Fund S000041944 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	583	0.00%	+418	Jun 30, 2026	FundVantage Trust, not summed
40.3	Gotham Enhanced Return Fund Fund S000040832 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	188	0.00%	—	Jun 30, 2026	FundVantage Trust, not summed
41	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	92,737	0.71%	-14,478	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	50,000	0.38%	-7,100	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
41.2	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	16,278	0.12%	+7,659	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
41.3	Allspring Special Global Small Cap Fund Fund S000029113 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	1,585	0.01%	-43	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
42	VOLORIDGE INVESTMENT MANAGEMENT, LLC 13F CIK 1556921 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	91,789	0.70%	-6,257	Jun 30, 2026	carried, not yet filed for the newest quarter
43	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	91,254	0.70%	+34,295	Jun 30, 2026	carried, not yet filed for the newest quarter
44	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	90,567	0.69%	+27,841	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	83,961	0.64%	-4,258	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	75,100	0.57%	-4,527	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
47	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	74,460	0.57%	+74,460	Jun 30, 2026	carried, not yet filed for the newest quarter
48	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	70,761	0.54%	+13,912	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	ProShares S&P MidCap 400 Dividend Aristocrats ETF Fund S000047884 · Registered fund · May 31, 2026 ProShares Trust, not summed	70,492	0.54%	+13,948	May 31, 2026	ProShares Trust, not summed
48.2	ProShares Ultra MidCap400 Fund S000006825 · Registered fund · May 31, 2026 ProShares Trust, not summed	489	0.00%	+17	May 31, 2026	ProShares Trust, not summed
48.3	ProShares UltraPro MidCap400 Fund S000024920 · Registered fund · May 31, 2026 ProShares Trust, not summed	68	0.00%	-18	May 31, 2026	ProShares Trust, not summed
49	MCNAMARA KEVIN J Insider CIK 1207137 · Sep 28, 2026 Director, president and CEO, issuer-wide	66,418	0.51%	-2,000	Sep 28, 2026	Director, president and CEO, issuer-wide
50	Aptus Capital Advisors, LLC 13F CIK 1664193 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	64,080	0.49%	+2,959	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Opus Small Cap Value ETF Fund S000062252 · Registered fund · Jul 31, 2026 ETF Series Solutions, not summed	28,855	0.22%	+1,642	Jul 31, 2026	ETF Series Solutions, not summed

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

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Key facts CIK 19584 CUSIP 16359R103 13F (30d) 66 filings 65 filers Visit website Investor relations