CRC · California Resources Corp · Shareholders & Ownership

$54.36 -0.02 (-0.04%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.83B

88.82M

Volume · Oct 20 495.64K Avg daily vol (3M) 847.17K

Every disclosed holder of CRC 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 CRC

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)	368	91,972,144	103.55%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	3	3,944,135	4.44%	Yes
Remaining	—	7,096,386	-7.99%	Negative
Registered funds (N-PORT, not summed)	392	44,210,781	49.78%	No

Shares outstanding: 88,819,893, 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.

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 CRC

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	11,977,441	13.49%	-394,744	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	11,576,596	13.03%	+860,708	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,707,762	5.30%	-10,625	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,886,937	2.12%	+91,540	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	695,739	0.78%	+65,143	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	672,696	0.76%	-94,949	Jun 30, 2026	iShares Trust, not summed
2	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	7,006,895	7.89%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	CANADA PENSION PLAN INVESTMENT BOARD Insider CIK 1283718 · Mar 12, 2026 10% Owner, issuer-wide, not summed	7,006,895	7.89%	-3,500,000	Mar 12, 2026	10% Owner, issuer-wide, not summed
3	Gimbel Daniel Scott 13F CIK 1867040 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,240,865	7.03%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,273,055	5.94%	+25,800	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Sourcerock Group LLC 13F CIK 1822531 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,890,388	5.51%	+344,395	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	4,303,304	4.85%	+344,369	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF Fund S000012319 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,345,159	1.51%	+193,366	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	714,856	0.80%	+3,357	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	407,068	0.46%	-4,403	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	25,923	0.03%	+500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.5	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	13,172	0.01%	+200	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,973,044	4.47%	-183,804	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	910,144	1.02%	-29,946	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	397,606	0.45%	-104,729	Jul 31, 2026	Dimensional ETF Trust, not summed
7.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	384,507	0.43%	-186,927	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	360,728	0.41%	-8,039	Jul 31, 2026	Dimensional ETF Trust, not summed
7.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	307,613	0.35%	-27,639	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,723,052	4.19%	+6,872	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Kimmeridge Energy Management Company, LLC 13G CIK 1706220 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(d), exempt investor	3,498,554	3.94%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
10	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,726,539	3.07%	-517,066	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	7,145	0.01%	—	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,682,877	3.02%	-13,915	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	2,679,520	3.02%	-147,546	May 31, 2026	American Century ETF Trust, not summed
13	Orbis Allan Gray Ltd 13F CIK 1663865 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,422,242	2.73%	+244,677	Jun 30, 2026	carried, not yet filed for the newest quarter
14	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,378,033	2.68%	+768,190	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	802,977	0.90%	+78,618	Jul 31, 2026	Fidelity Salem Street Trust, not summed
14.2	Fidelity Advisor Floating Rate High Income Fund Fund S000017683 · Registered fund · Jul 31, 2026 Fidelity Advisor Series I, not summed	529,472	0.60%	0	Jul 31, 2026	Fidelity Advisor Series I, not summed
14.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	453,945	0.51%	+47,837	Jun 30, 2026	Fidelity Covington Trust, not summed
14.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	400,737	0.45%	-14,417	May 31, 2026	Fidelity Concord Street Trust, not summed
14.5	Select Energy Portfolio Fund S000007459 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	229,500	0.26%	+20,200	May 31, 2026	Fidelity Select Portfolios, not summed
15	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,277,720	2.56%	+353,153	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,665,345	1.88%	+145,641	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
15.2	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	152,377	0.17%	—	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
15.3	Invesco S&P SmallCap Energy ETF Fund S000028297 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	99,899	0.11%	+5,475	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.4	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	69,541	0.08%	+16,754	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	60,272	0.07%	-23,769	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
16	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,127,346	2.40%	+10,695	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,090,000	1.23%	+85,000	Jun 30, 2026	Victory Portfolios, not summed
16.2	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	183,199	0.21%	-11,301	Jun 30, 2026	Victory Portfolios, not summed
16.3	VictoryShares Small Cap Free Cash Flow ETF Fund S000080690 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	90,376	0.10%	+47,896	Jun 30, 2026	Victory Portfolios II, not summed
16.4	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	62,903	0.07%	-76,062	Jun 30, 2026	Victory Portfolios II, not summed
16.5	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	37,685	0.04%	-1,338	Jun 30, 2026	Victory Portfolios II, not summed
17	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,074,307	2.34%	+160,746	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,935,419	2.18%	-20,157	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,868,891	2.10%	-36,544	Jun 30, 2026	carried, not yet filed for the newest quarter
20	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,785,343	2.01%	+524,850	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Hotchkis & Wiley Opportunities Fund Fund S000006216 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	377,000	0.42%	+170,800	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
20.2	Hotchkis and Wiley Small Cap Value Fund Fund S000006215 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	332,795	0.37%	+119,200	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
20.3	Hotchkis and Wiley Mid-Cap Value Fund Fund S000006214 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	85,600	0.10%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
20.4	HW Opportunities MP Fund Fund S000083057 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	64,400	0.07%	+23,800	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
20.5	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	40,090	0.05%	-5,000	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,496,374	1.68%	+391,259	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	100	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
22	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,225,490	1.38%	-19,927	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,195,482	1.35%	-5,128	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,524	0.00%	+79	Jul 31, 2026	BNY Mellon ETF Trust, not summed
24	Grantham, Mayo, Van Otterloo & Co. LLC 13F CIK 1352662 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	907,661	1.02%	+103,182	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	GMO Resources Fund Fund S000034948 · Registered fund · May 31, 2026 GMO TRUST, not summed	571,560	0.64%	-117,900	May 31, 2026	GMO TRUST, not summed
24.2	GMO Implementation Fund Fund S000036091 · Registered fund · May 31, 2026 GMO TRUST, not summed	35,400	0.04%	-10,900	May 31, 2026	GMO TRUST, not summed
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	901,512	1.02%	-181,680	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	37,130	0.04%	+2,963	Jun 30, 2026	Northern Funds, not summed
25.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	13,746	0.02%	+1,580	Jul 31, 2026	FlexShares Trust, not summed
25.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	8,688	0.01%	-248	Jun 30, 2026	Northern Funds, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	896,599	1.01%	+21,041	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	895,148	1.01%	-290,220	Jun 30, 2026	carried, not yet filed for the newest quarter
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	894,305	1.01%	-17,791	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	377,919	0.43%	-2,701	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	178,859	0.20%	+17,979	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	99,847	0.11%	-4,001	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	48,024	0.05%	-1,641	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	46,727	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29	Channing Capital Management, LLC 13F CIK 1302404 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	821,628	0.93%	-264,763	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	CHANNING INTRINSIC VALUE SMALL-CAP FUND Fund S000071821 · Registered fund · Jul 31, 2026 Valued Advisers Trust, not summed	2,393	0.00%	-247	Jul 31, 2026	Valued Advisers Trust, not summed
30	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	783,484	0.88%	+97,951	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	151,910	0.17%	+32,787	May 31, 2026	Goldman Sachs Trust, not summed
30.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	20,425	0.02%	+828	May 31, 2026	Goldman Sachs ETF Trust, not summed
30.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	10,800	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
30.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,201	0.00%	+2,154	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
31	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	719,849	0.81%	-388,574	Jun 30, 2026	carried, not yet filed for the newest quarter
32	American Beacon Small Cap Value Fund Fund S000001818 · Registered fund · Jul 31, 2026 AMERICAN BEACON FUNDS, not summed	554,756	0.62%	+144,366	Jul 31, 2026	AMERICAN BEACON FUNDS, not summed
33	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	529,835	0.60%	+119,061	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	345,078	0.39%	—	May 31, 2026	MFS SERIES TRUST XIII, not summed
33.2	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	29,175	0.03%	—	May 31, 2026	MFS Series Trust X, not summed
33.3	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	5,988	0.01%	+3,779	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
33.4	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	791	0.00%	-114	Jul 31, 2026	MFS Series Trust XV, not summed
34	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	529,735	0.60%	+229,459	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	523,082	0.59%	+12,112	Jun 30, 2026	carried, not yet filed for the newest quarter
36	PRIVATE MANAGEMENT GROUP INC 13F CIK 1142031 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	505,863	0.57%	-135,742	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	499,201	0.56%	+18,788	Jun 30, 2026	carried, not yet filed for the newest quarter
38	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	470,697	0.53%	-293,939	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	463,747	0.52%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
40	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	430,451	0.48%	-4,080	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	57,572	0.06%	-4,186	Jul 31, 2026	Principal Funds, Inc, not summed
40.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	32,298	0.04%	+2,497	Jul 31, 2026	Principal Funds, Inc, not summed
41	VANGUARD ENERGY INDEX FUND Fund S000004448 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	418,608	0.47%	+10,543	May 31, 2026	VANGUARD WORLD FUND, not summed
42	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	400,886	0.45%	+10,939	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	181,490	0.20%	-67,170	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
42.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	117,287	0.13%	-7,730	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
42.3	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	18,185	0.02%	—	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
42.4	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	118	0.00%	-1	Jun 30, 2026	Columbia ETF Trust I, not summed
43	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	394,900	0.44%	-12,200	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Calvert Small Cap Fund Fund S000008714 · Registered fund · Jun 30, 2026 Calvert Impact Fund, Inc., not summed	384,696	0.43%	+149,466	Jun 30, 2026	Calvert Impact Fund, Inc., not summed
45	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	383,867	0.43%	-201,842	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	380,403	0.43%	+97,692	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	256,792	0.29%	+66,400	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
46.2	Allspring Disciplined Small Cap Fund Fund S000007342 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	7,751	0.01%	+509	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
47	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	376,550	0.42%	+13,416	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
48	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	372,360	0.42%	-52,598	Jun 30, 2026	carried, not yet filed for the newest quarter
49	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	357,624	0.40%	+35,503	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	DWS Small Cap Core Fund Fund S000005709 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	275,000	0.31%	+25,000	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
49.2	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	11,405	0.01%	+1,148	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
49.3	DWS Small Mid Cap Value VIP Fund S000006269 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES II, not summed	8,628	0.01%	0	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES II, not summed
50	Palo Duro Investment Partners, LP 13F CIK 1977128 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	350,657	0.39%	-34,507	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1609253 CUSIP 13057Q305 13F (30d) 37 filings 37 filers Visit website Investor relations