CNO · CNO Financial Group, Inc. · Shareholders & Ownership

$55.41 +0.55 (+1.00%) At close · Oct 21

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.13B

92.52M

Volume · Oct 21 1.41M Avg daily vol (3M) 915.77K

Every disclosed holder of CNO 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 CNO

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)	388	87,969,315	95.08%	Yes
Insiders (Forms 3, 4, 5)	21	3,001,090	3.24%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,550,966	1.68%	Rest
Registered funds (N-PORT, not summed)	376	48,353,779	52.26%	No

Shares outstanding: 92,521,371, 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 CNO

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	13,386,295	14.47%	+331,648	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	3,201,508	3.46%	+72,679	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,386,854	2.58%	+17,232	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	874,779	0.95%	+67,378	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	468,441	0.51%	-11,580	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	173,164	0.19%	+19,841	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,735,592	7.28%	+814	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,156,957	4.49%	+142,827	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	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	472,518	0.51%	+10,441	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	State Street(R) SPDR(R) S&P(R) Insurance ETF Fund S000006979 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	165,028	0.18%	-29,146	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	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	143,062	0.15%	-2,022	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	32,379	0.04%	-100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
3.5	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	26,149	0.03%	+240	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,081,392	4.41%	-23,090	Jun 30, 2026	carried, not yet filed for the newest quarter
5	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,872,719	4.19%	-56,718	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	1,989,764	2.15%	-201,157	Jul 31, 2026	Franklin Value Investors Trust, not summed
5.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	652,954	0.71%	0	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
5.3	Franklin Mutual Small-Mid Cap Value Fund Fund S000007354 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	55,505	0.06%	-15,214	Jul 31, 2026	Franklin Value Investors Trust, not summed
5.4	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	18,355	0.02%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
5.5	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	12,367	0.01%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
6	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,755,956	4.06%	+172,666	Jun 30, 2026	carried, not yet filed for the newest quarter
7	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,551,078	3.84%	-201,914	Jun 30, 2026	carried, not yet filed for the newest quarter
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,387,446	3.66%	-8,283	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	721,123	0.78%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	611,474	0.66%	-420	Jul 31, 2026	Dimensional ETF Trust, not summed
8.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	440,893	0.48%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	253,838	0.27%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
8.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	189,721	0.21%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
9	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	3,075,607	3.32%	+49,986	May 31, 2026	American Century ETF Trust, not summed
10	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,060,132	3.31%	-94,900	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	159,400	0.17%	—	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
10.2	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	137,800	0.15%	—	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
11	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	2,856,710	3.09%	-221,400	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,821,506	3.05%	-37,045	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,695,882	2.91%	+1,175,283	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	187,380	0.20%	+87,551	Jun 30, 2026	AQR Funds, not summed
13.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	149,069	0.16%	0	Jun 30, 2026	AQR Funds, not summed
13.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	68,107	0.07%	0	Jun 30, 2026	AQR Funds, not summed
13.4	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	67,971	0.07%	+9,188	Jun 30, 2026	AQR Funds, not summed
13.5	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	36,501	0.04%	+14,864	Jun 30, 2026	AQR Funds, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,623,422	2.84%	+115,701	Jun 30, 2026	carried, not yet filed for the newest quarter
15	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,441,665	2.64%	-29,256	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Pzena Small Cap Value Fund Fund S000053713 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	50,694	0.05%	-2,714	May 31, 2026	Advisors Series Trust, not summed
15.2	Pzena Mid Cap Value Fund Fund S000044707 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	43,621	0.05%	0	May 31, 2026	Advisors Series Trust, not summed
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,034,725	2.20%	-29,065	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,648,544	1.78%	-80,838	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	189	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,581,066	1.71%	+361,808	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	205,781	0.22%	+112,496	Jul 31, 2026	Goldman Sachs Trust, not summed
18.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	60,389	0.07%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
18.3	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	41,281	0.04%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
18.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	34,174	0.04%	-8,783	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	17,561	0.02%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
19	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,562,268	1.69%	+69,771	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	479,566	0.52%	+50,000	Jul 31, 2026	Principal Funds, Inc, not summed
19.2	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	164,415	0.18%	+15,754	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
19.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	55,874	0.06%	+3,170	Jul 31, 2026	Principal Funds, Inc, not summed
19.4	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	43,271	0.05%	+4,800	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
19.5	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	35,690	0.04%	-462	Jul 31, 2026	Principal Funds, Inc, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,501,643	1.62%	+10,587	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	167,578	0.18%	-12,286	Jun 30, 2026	Northern Funds, not summed
20.2	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	60,714	0.07%	+954	Jun 30, 2026	Northern Funds, not summed
20.3	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	47,532	0.05%	+3,498	Jun 30, 2026	Northern Funds, not summed
20.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	25,725	0.03%	-734	Jun 30, 2026	Northern Funds, not summed
20.5	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	20,382	0.02%	-100	Jul 31, 2026	FlexShares Trust, not summed
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,288,335	1.39%	-26,729	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,259,956	1.36%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
23	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,151,061	1.24%	-738,163	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	1,342,278	1.45%	-124,956	May 29, 2026	Delaware Group Equity Funds V, not summed
23.2	Optimum Small-Mid Cap Value Fund Fund S000002425 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	101,700	0.11%	0	Jun 30, 2026	Optimum Fund Trust, not summed
24	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,132,877	1.22%	+58,815	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	568,663	0.61%	-27,761	Jun 30, 2026	PIMCO Equity Series, not summed
24.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,689	0.00%	+222	Jun 30, 2026	PIMCO Equity Series, not summed
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,069,023	1.16%	+15,701	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,057,157	1.14%	+73,401	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,023,944	1.11%	+92,892	Jul 31, 2026	Fidelity Salem Street Trust, not summed
26.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	475,049	0.51%	-25,001	May 31, 2026	Fidelity Concord Street Trust, not summed
26.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	203,137	0.22%	+20,382	Jun 30, 2026	Fidelity Covington Trust, not summed
26.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	182,109	0.20%	+1,250	May 31, 2026	Fidelity Concord Street Trust, not summed
26.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	145,203	0.16%	+3,273	May 31, 2026	Fidelity Concord Street Trust, not summed
27	VANGUARD SELECTED VALUE FUND Fund S000004409 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	1,054,296	1.14%	0	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, 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	1,022,405	1.11%	-38,438	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	453,662	0.49%	-8,502	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	228,108	0.25%	+21,536	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	120,205	0.13%	-866	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	61,780	0.07%	+2,564	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	55,506	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	981,444	1.06%	-6,619	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	942,548	1.02%	+283,792	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	413,710	0.45%	+239,730	Jun 30, 2026	College Retirement Equities Fund, not summed
30.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	133,830	0.14%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
30.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	124,332	0.13%	+13,469	Jul 31, 2026	TIAA-CREF Funds, not summed
30.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	97,827	0.11%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
30.5	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	78,836	0.09%	0	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	873,457	0.94%	-28,055	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,486	0.00%	+52	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	855,405	0.92%	+60,240	Sep 30, 2026
33	Bhojwani Gary C. Insider CIK 1614708 · Jun 30, 2026 Director, issuer-wide	825,453	0.89%	-41,798	Jun 30, 2026	Director, issuer-wide
34	Bragg Financial Advisors, Inc 13F CIK 1327055 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	774,053	0.84%	+40,407	Jun 30, 2026	carried, not yet filed for the newest quarter
35	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	718,239	0.78%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
36	Johnson Eric R. Insider CIK 1263874 · Mar 25, 2026 Chief Investment Officer, issuer-wide	693,188	0.75%	-692,050	Mar 25, 2026	Chief Investment Officer, issuer-wide
37	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	685,793	0.74%	-140,906	Jun 30, 2026	carried, not yet filed for the newest quarter
38	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	680,052	0.74%	-104,356	Jun 30, 2026	carried, not yet filed for the newest quarter
39	FPA Queens Road Small Cap Value Fund Fund S000080694 · Registered fund · May 31, 2026 Investment Managers Series Trust III, not summed	675,283	0.73%	0	May 31, 2026	Investment Managers Series Trust III, not summed
40	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	629,354	0.68%	+136,035	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	182,460	0.20%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
40.2	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	102,392	0.11%	-32,941	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
40.3	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	87,591	0.09%	+17,355	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
40.4	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	53,190	0.06%	+2,971	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
40.5	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	47,536	0.05%	+240	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	616,783	0.67%	+9,711	Jun 30, 2026	carried, not yet filed for the newest quarter
42	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	534,651	0.58%	+13,271	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	528,197	0.57%	-2,745	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
44	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	484,446	0.52%	+7,478	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
45	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	461,229	0.50%	+1,565	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Columbia Select Small Cap Value Fund Fund S000031375 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	193,308	0.21%	-3,408	May 31, 2026	Columbia Funds Series Trust II, not summed
45.2	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	67,498	0.07%	-2,815	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
45.3	Columbia Variable Portfolio - Select Small Cap Value Fund Fund S000019852 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	65,541	0.07%	+3,551	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
45.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	166	0.00%	+2	Jun 30, 2026	Columbia ETF Trust I, not summed
46	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13F CIK 1535845 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	454,959	0.49%	+121,136	Jun 30, 2026	carried, not yet filed for the newest quarter
47	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	431,639	0.47%	+316,458	Jun 30, 2026	carried, not yet filed for the newest quarter
48	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	413,540	0.45%	-15,985	Jun 30, 2026	carried, not yet filed for the newest quarter
49	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	395,368	0.43%	+98,548	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Clark Capital Management Group, Inc. 13F CIK 1352187 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	394,109	0.43%	+32,553	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1224608 CUSIP 12621E103 13F (30d) 54 filings 50 filers Visit website Investor relations