COLM · Columbia Sportswear Co · Shareholders & Ownership

$61.10 +1.12 (+1.87%) At close · Oct 20

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$3.13B

51.19M

Volume · Oct 20 474.83K Avg daily vol (3M) 689.39K

Every disclosed holder of COLM 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 COLM

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)	324	25,554,165	49.92%	Yes
Insiders (Forms 3, 4, 5)	16	13,028,279	25.45%	Yes
13D/G-only blocks	1	3,042,207	5.94%	Yes
Remaining	—	9,568,543	18.69%	Rest
Registered funds (N-PORT, not summed)	304	12,085,352	23.61%	No

Shares outstanding: 51,193,194, 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 COLM

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	BOYLE TIMOTHY P Insider CIK 1079756 · Aug 7, 2026 Director, Chairman, President, CEO, 10% Owner, issuer-wide	9,877,315	19.29%	—	Aug 7, 2026	Director, Chairman, President, CEO, 10% Owner, issuer-wide
1.1	Timothy P. Boyle 13G CIK 1079756 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor, not summed	23,382,196	45.67%	+368,859	Dec 31, 2025	Rule 13d-1(d), exempt investor, not summed
2	Joseph P. Boyle 13G CIK 1649637 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor, not summed	3,183,963	6.22%	+73,010	Dec 31, 2025	Rule 13d-1(d), exempt investor, not summed
2.1	Boyle Joseph P Insider CIK 1649637 · Oct 20, 2025 President, Columbia Brand, issuer-wide	2,795,984	5.46%	—	Oct 20, 2025	President, Columbia Brand, issuer-wide
3	Molly Boyle 13G CIK 2021878 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor	3,042,207	5.94%	+119,817	Dec 31, 2025	Rule 13d-1(d), exempt investor
4	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,665,304	5.21%	—	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.1	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,421,358	4.73%	+198,588	Jun 30, 2026	carried, not yet filed for the newest quarter
4.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	474,648	0.93%	+82,705	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	282,169	0.55%	+28,962	Jul 31, 2026	Dimensional ETF Trust, not summed
4.4	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	253,806	0.50%	+21,350	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	227,635	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,461,397	4.81%	-24,399	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	821,769	1.61%	-22,864	Jun 30, 2026	iShares Trust, not summed
5.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	120,378	0.24%	-8,344	Jun 30, 2026	iShares Trust, not summed
5.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	88,213	0.17%	-14,146	Jun 30, 2026	iShares Trust, not summed
5.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	48,054	0.09%	-11,189	Jun 30, 2026	iShares Trust, not summed
5.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	34,448	0.07%	+816	Jun 30, 2026	iShares Trust, not summed
6	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,880,377	3.67%	+29,720	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	113,898	0.22%	-19,949	Jun 30, 2026	AQR Funds, not summed
6.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	22,726	0.04%	0	Jun 30, 2026	AQR Funds, not summed
6.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	19,069	0.04%	0	Jun 30, 2026	AQR Funds, not summed
6.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	17,844	0.03%	-2,748	Jun 30, 2026	AQR Funds, not summed
6.5	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	11,067	0.02%	+2,862	Jun 30, 2026	AQR Funds, not summed
7	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,300,413	2.54%	+21,167	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,034,019	2.02%	-116,164	Jun 30, 2026	carried, not yet filed for the newest quarter
9	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	993,324	1.94%	+20,825	Jun 30, 2026	carried, not yet filed for the newest quarter
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	972,118	1.90%	-508,168	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	5	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
11	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	971,134	1.90%	-128,482	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	874,294	1.71%	+21,186	May 31, 2026	American Century ETF Trust, not summed
13	JPMorgan Value Advantage Fund Fund S000002796 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	804,639	1.57%	+25,245	Jun 30, 2026	JPMorgan Trust I, not summed
14	Badgley Phelps Wealth Managers, LLC 13F CIK 1895362 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	768,830	1.50%	0	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	751,458	1.47%	-48,956	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	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	121,651	0.24%	-2,208	Jun 30, 2026	SPDR SERIES TRUST, not summed
15.2	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	37,083	0.07%	-1,449	Jun 30, 2026	SPDR SERIES TRUST, not summed
15.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	7,240	0.01%	-1,500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
15.4	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	6,306	0.01%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
15.5	State Street(R) SPDR(R) Russell 1000 Yield Focus ETF Fund S000051787 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	4,664	0.01%	-2,623	Jun 30, 2026	SPDR SERIES TRUST, not summed
16	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	684,726	1.34%	-17,641	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	MFS New Discovery Fund Fund S000000765 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	224,920	0.44%	0	May 31, 2026	MFS SERIES TRUST I, not summed
16.2	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	197,677	0.39%	-20,068	May 31, 2026	MFS SERIES TRUST XIII, not summed
16.3	MFS New Discovery Series Fund S000002680 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	81,312	0.16%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
16.4	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	65,684	0.13%	-3,383	May 31, 2026	MFS SERIES TRUST I, not summed
16.5	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	11,210	0.02%	—	May 31, 2026	MFS SERIES TRUST X, not summed
17	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	653,286	1.28%	-120,721	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	619,124	1.21%	+479,254	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	2,604	0.01%	-245	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,971	0.00%	+1,948	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
18.3	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	422	0.00%	-36	May 31, 2026	Goldman Sachs ETF Trust, not summed
19	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	605,148	1.18%	+77,770	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	488,045	0.95%	-20,195	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	468,841	0.92%	-74,658	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	459,183	0.90%	-27,357	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	226,663	0.44%	-12,643	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	121,943	0.24%	-168	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.3	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	63,743	0.12%	+3,479	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	16,501	0.03%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	15,317	0.03%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	431,658	0.84%	+90,830	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	408,321	0.80%	+115,368	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	399,277	0.78%	-21,669	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	343,625	0.67%	+35,859	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	222,119	0.43%	+6,703	Jun 30, 2026	PIMCO Equity Series, not summed
27	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	302,261	0.59%	-93,869	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	297,183	0.58%	-48,813	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	276,066	0.54%	-5,374	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	AE Wealth Management LLC 13F CIK 1697723 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	275,811	0.54%	+20,610	Jun 30, 2026	carried, not yet filed for the newest quarter
31	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	272,593	0.53%	+194,284	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	SBH SMALL CAP CORE FUND Fund S000067438 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	14,702	0.03%	+6,081	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	269,992	0.53%	-24,320	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	802	0.00%	-180	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	266,088	0.52%	-9,164	Jun 30, 2026	carried, not yet filed for the newest quarter
34	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	254,713	0.50%	+47,300	Jun 30, 2026	carried, not yet filed for the newest quarter
35	HEARTLAND ADVISORS INC 13F CIK 937394 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	250,091	0.49%	+15,000	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Heartland Value Fund Fund S000003523 · Registered fund · Jun 30, 2026 HEARTLAND GROUP INC., not summed	175,000	0.34%	+15,000	Jun 30, 2026	HEARTLAND GROUP INC., not summed
35.2	Heartland Value Plus Fund Fund S000003524 · Registered fund · Jun 30, 2026 HEARTLAND GROUP INC., not summed	70,000	0.14%	0	Jun 30, 2026	HEARTLAND GROUP INC., not summed
36	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	247,207	0.48%	-29,415	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,662	0.03%	-712	Jun 30, 2026	Northern Funds, not summed
36.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,832	0.01%	-138	Jun 30, 2026	Northern Funds, not summed
36.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	162	0.00%	+8	Jul 31, 2026	FlexShares Trust, not summed
37	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	241,658	0.47%	-2,758	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	155,143	0.30%	-4,400	May 29, 2026	Delaware Group Equity Funds V, not summed
37.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	83,000	0.16%	+1,600	Jun 30, 2026	Delaware VIP Trust, not summed
38	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	207,982	0.41%	-7,800	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
39	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	184,925	0.36%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
40	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	167,161	0.33%	+94,377	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	167,044	0.33%	+101,761	Jun 30, 2026	carried, not yet filed for the newest quarter
42	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	163,402	0.32%	+44,600	Jun 30, 2026	carried, not yet filed for the newest quarter
43	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	155,801	0.30%	-214,754	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	149,150	0.29%	-7,764	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Cambria Investment Management, L.P. 13F CIK 1529389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	148,046	0.29%	-20,503	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Cambria Shareholder Yield ETF Fund S000037634 · Registered fund · Jul 31, 2026 Cambria ETF Trust, not summed	145,042	0.28%	-18,128	Jul 31, 2026	Cambria ETF Trust, not summed
45.2	Cambria Micro and SmallCap Shareholder Yield ETF Fund S000083494 · Registered fund · Jul 31, 2026 Cambria ETF Trust, not summed	5,084	0.01%	+381	Jul 31, 2026	Cambria ETF Trust, not summed
46	Boston Trust Walden Small Cap Fund Fund S000009927 · Registered fund · Jun 30, 2026 Boston Trust Walden Funds, not summed	147,090	0.29%	-16,060	Jun 30, 2026	Boston Trust Walden Funds, not summed
47	Creative Planning 13F CIK 1540235 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	146,471	0.29%	+36,447	Jun 30, 2026	carried, not yet filed for the newest quarter
48	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	139,136	0.27%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	136,785	0.27%	-187,184	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	29,555	0.06%	+148	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
49.2	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	28,966	0.06%	+799	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
49.3	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	28,816	0.06%	+4,797	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
49.4	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	18,155	0.04%	+13,712	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
49.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	17,132	0.03%	+273	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
50	BABSON STEPHEN E Insider CIK 1201101 · May 28, 2026 Director, issuer-wide	132,376	0.26%	—	May 28, 2026	Director, issuer-wide

55 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 1050797 CUSIP 198516106 13F (30d) 38 filings 38 filers Visit website Investor relations