COKE · Coca-Cola Consolidated, Inc. · Shareholders & Ownership

$213.19 +3.27 (+1.56%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$13.97B

66.56M

Volume · Oct 20 450.72K Avg daily vol (3M) 492.8K

Every disclosed holder of COKE 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 COKE

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)	625	41,652,107	62.57%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	3	16,675,410	25.05%	Yes
Remaining	—	8,236,777	12.37%	Rest
Registered funds (N-PORT, not summed)	462	20,594,598	30.94%	No

Shares outstanding: 66,564,294, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 COKE

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	J. Frank Harrison, III 13D CIK 1222737 · Unknown · Feb 18, 2026	10,043,940	15.09%	—	Feb 18, 2026
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,328,834	8.01%	+83,747	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,934,099	2.91%	+61,263	Jun 30, 2026	iShares Trust, not summed
2.2	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	338,110	0.51%	-5,932	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	232,643	0.35%	+16,385	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	111,793	0.17%	-169	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	76,053	0.11%	+5,758	Jun 30, 2026	iShares Trust, not summed
3	Sue Anne Wells 13G CIK 1674446 · Unknown · Dec 31, 2023 Rule 13d-1(b), qualified institution	3,400,680	5.11%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
4	Deborah S. Harrison (Deborah H. Everhart)* 13G CIK 1236731 · Unknown · Dec 31, 2023 Rule 13d-1(b), qualified institution	3,230,790	4.85%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,978,517	4.47%	+19,433	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,555,206	3.84%	+14,003	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,285,642	3.43%	+275,530	Jun 30, 2026	carried, not yet filed for the newest quarter
8	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,954,502	2.94%	-62,866	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	FT Vest Rising Dividend Achievers Target Income ETF Fund S000077479 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	217,802	0.33%	+16,227	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
8.2	First Trust Consumer Staples AlphaDEX Fund Fund S000017697 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	39,088	0.06%	-12,958	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
8.3	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	25,616	0.04%	-11,961	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
8.4	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	24,038	0.04%	+6,158	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
8.5	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	21,580	0.03%	-2,146	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,792,724	2.69%	-6,688	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,789,028	2.69%	+44,864	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	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	286,094	0.43%	+9,753	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	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	87,393	0.13%	+1,256	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	19,720	0.03%	-200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.4	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	8,708	0.01%	+160	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.5	State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF Fund S000051789 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	3,614	0.01%	+840	Jun 30, 2026	SPDR SERIES TRUST, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,685,150	2.53%	+77,491	Jun 30, 2026	carried, not yet filed for the newest quarter
12	First Trust Rising Dividend Achievers ETF Fund S000043486 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,482,286	2.23%	+59,687	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
13	Diversified Trust Co 13F CIK 1479844 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,466,859	2.20%	+3,177	Jun 30, 2026	carried, not yet filed for the newest quarter
14	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,329,808	2.00%	+41,557	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	93,922	0.14%	-2	Jun 30, 2026	AQR Funds, not summed
14.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	62,739	0.09%	-1,086	Jun 30, 2026	AQR Funds, not summed
14.3	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	49,768	0.07%	+1,240	Jun 30, 2026	AQR Funds, not summed
14.4	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	32,692	0.05%	0	Jun 30, 2026	AQR Funds, not summed
14.5	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	17,146	0.03%	-2,712	Jun 30, 2026	AQR Funds, not summed
15	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,319,285	1.98%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,295,815	1.95%	-7,337	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	Vinva Investment Management Ltd 13F CIK 1968109 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	979,313	1.47%	+979,313	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	965,552	1.45%	+844,016	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	570,000	0.86%	—	Jun 30, 2026	Victory Portfolios, not summed
18.2	VictoryShares Free Cash Flow Growth ETF Fund S000089011 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	34,568	0.05%	-4,936	Jun 30, 2026	Victory Portfolios II, not summed
18.3	Victory Value Fund Fund S000012920 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	23,810	0.04%	0	Jul 31, 2026	Victory Portfolios III, not summed
18.4	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	20,340	0.03%	+4,281	May 31, 2026	Victory Portfolios III, not summed
18.5	Victory Multi-Cap Fund Fund S000046395 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	19,700	0.03%	0	Jun 30, 2026	Victory Portfolios, not summed
19	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	820,218	1.23%	-151,958	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	122,029	0.18%	+8,134	Jul 31, 2026	Dimensional ETF Trust, not summed
19.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	102,747	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	98,327	0.15%	+2,808	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	69,079	0.10%	-15,284	Jul 31, 2026	Dimensional ETF Trust, not summed
19.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	56,981	0.09%	-40,650	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	747,167	1.12%	+18,311	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	648,013	0.97%	+16,926	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F CIK 1021642 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	554,111	0.83%	+110,496	Jun 30, 2026	carried, not yet filed for the newest quarter
23	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	483,048	0.73%	-2,255	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	67	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	459,742	0.69%	-14,768	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	36,735	0.06%	+1,175	Jun 30, 2026	Northern Funds, not summed
24.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,867	0.00%	+88	Jul 31, 2026	FlexShares Trust, not summed
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	438,867	0.66%	-27,859	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	152,810	0.23%	+39	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	70,158	0.11%	-35,682	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	61,041	0.09%	+2,963	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	34,454	0.05%	+1,301	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	33,290	0.05%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	435,030	0.65%	+163,918	Jun 30, 2026	carried, not yet filed for the newest quarter
27	CAPTRUST FINANCIAL ADVISORS 13F CIK 1512024 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	423,429	0.64%	+53,355	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	402,631	0.60%	-14,873	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	8,552	0.01%	+445	Jul 31, 2026	BNY Mellon ETF Trust, not summed
29	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	392,432	0.59%	+171,548	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,353	0.01%	+1,498	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
29.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	1,720	0.00%	+6	May 31, 2026	Goldman Sachs ETF Trust II, not summed
29.3	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	538	0.00%	-36	May 31, 2026	Goldman Sachs ETF Trust, not summed
29.4	Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Fund S000083005 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	137	0.00%	+8	May 31, 2026	Goldman Sachs ETF Trust, not summed
30	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	381,565	0.57%	+186,861	Jun 30, 2026	carried, not yet filed for the newest quarter
31	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	369,668	0.56%	+167,211	Jun 30, 2026	carried, not yet filed for the newest quarter
32	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	363,829	0.55%	+47,008	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	292,038	0.44%	-4,016	May 31, 2026	Fidelity Concord Street Trust, not summed
32.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	246,225	0.37%	+27,854	May 31, 2026	Fidelity Rutland Square Trust II, not summed
32.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	214,653	0.32%	+4,789	Jul 31, 2026	Fidelity Salem Street Trust, not summed
32.4	Fidelity SAI U.S. Quality Index Fund Fund S000051137 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	195,967	0.29%	+23,205	Jul 31, 2026	Fidelity Salem Street Trust, not summed
32.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	146,710	0.22%	-27,027	May 31, 2026	Fidelity Rutland Square Trust II, not summed
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	358,691	0.54%	+6,247	Jun 30, 2026	carried, not yet filed for the newest quarter
34	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	354,485	0.53%	+187,818	Jun 30, 2026	carried, not yet filed for the newest quarter
35	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	348,797	0.52%	+92,653	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	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	159,488	0.24%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
35.2	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	7,420	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
35.3	T. Rowe Price Mid-Cap Index Fund Fund S000051326 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	5,023	0.01%	+314	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
35.4	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	3,430	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
35.5	T. Rowe Price Active Core U.S. Equity ETF Fund S000095884 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	12	0.00%	—	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
36	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	324,992	0.49%	-163,460	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
37	TRUIST FINANCIAL CORP 13F CIK 92230 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	286,277	0.43%	+1,839	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	252,038	0.38%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
39	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	249,359	0.37%	+41,165	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Vest Financial, LLC 13F CIK 1709632 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	240,605	0.36%	-4,094	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD CONSUMER STAPLES INDEX FUND Fund S000004447 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	240,103	0.36%	+12,653	May 31, 2026	VANGUARD WORLD FUND, not summed
42	FULLERTHALER BEHAVIORAL UNCONSTRAINED EQUITY Fund S000063936 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	227,005	0.34%	+89,800	Jun 30, 2026	Capitol Series Trust, not summed
43	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	226,259	0.34%	+48,623	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	224,941	0.34%	+39,697	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	62,934	0.09%	+11,417	Jun 30, 2026	College Retirement Equities Fund, not summed
44.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	47,838	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
44.3	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	47,610	0.07%	+13,500	Jul 31, 2026	TIAA-CREF Funds, not summed
44.4	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	17,048	0.03%	-2,170	Jul 31, 2026	TIAA-CREF Funds, not summed
44.5	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	4,653	0.01%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
45	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	217,393	0.33%	-161,177	Jun 30, 2026	carried, not yet filed for the newest quarter
46	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	200,970	0.30%	-181,300	Jun 30, 2026	carried, not yet filed for the newest quarter
47	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	196,861	0.30%	+34,973	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Caisse de depot et placement du Quebec 13F CIK 898286 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	192,133	0.29%	-21,540	Jun 30, 2026	carried, not yet filed for the newest quarter
49	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	191,715	0.29%	-12,053	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Carillon Scout Mid Cap Fund Fund S000058963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	73,273	0.11%	-19,863	Jun 30, 2026	Carillon Series Trust, not summed
50	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	187,925	0.28%	+74,563	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	40,404	0.06%	-1,308	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
50.2	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	34,649	0.05%	—	Jul 31, 2026	Columbia ETF Trust I, not summed
50.3	CTIVP - Victory Sycamore Established Value Fund Fund S000019850 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	15,600	0.02%	—	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
50.4	Columbia Disciplined Growth Fund Fund S000031351 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	13,577	0.02%	+3,549	Jul 31, 2026	Columbia Funds Series Trust II, not summed
50.5	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	7,404	0.01%	-12,687	May 31, 2026	Columbia Funds Series Trust II, not summed

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

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Key facts CIK 317540 CUSIP 191098102 13F (30d) 78 filings 74 filers Visit website Investor relations