CRS · Carpenter Technology Corp · Shareholders & Ownership

$292.26 -75.90 (-20.62%) At close · Oct 22

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$14.48B

49.56M

Volume · Oct 22 2.75M Avg daily vol (3M) 775.01K

Every disclosed holder of CRS 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 CRS

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)	869	46,681,052	94.19%	Yes
Insiders (Forms 3, 4, 5)	12	1,233,629	2.49%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,643,885	3.32%	Rest
Registered funds (N-PORT, not summed)	588	21,758,333	43.90%	No

Shares outstanding: 49,558,566, 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 CRS

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	6,216,560	12.54%	+394,367	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	1,700,332	3.43%	+51,170	Jun 30, 2026	iShares Trust, not summed
1.2	iShares U.S. Aerospace & Defense ETF Fund S000009423 · Registered fund · Jun 30, 2026 iShares Trust, not summed	503,409	1.02%	-63,205	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	297,259	0.60%	-5,641	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	284,756	0.57%	+227,761	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	198,617	0.40%	+14,551	Jun 30, 2026	iShares Trust, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,184,698	8.44%	-141,407	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	923,478	1.86%	+141,804	Jun 30, 2026	Fidelity Contrafund, not summed
2.2	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	391,297	0.79%	-35,800	Jul 31, 2026	Fidelity Securities Fund, not summed
2.3	Select Defense and Aerospace Portfolio Fund S000007456 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	276,300	0.56%	-8,600	May 31, 2026	Fidelity Select Portfolios, not summed
2.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	256,949	0.52%	-3,839	May 31, 2026	Fidelity Concord Street Trust, not summed
2.5	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	251,475	0.51%	+22,500	Jul 31, 2026	Fidelity Concord Street Trust, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,161,324	4.36%	+7,152	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	2,113,945	4.27%	+57,257	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,907,172	3.85%	-101,643	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF Fund S000012318 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	318,345	0.64%	-151,013	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	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	251,490	0.51%	+8,139	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	76,955	0.16%	+1,156	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	25,008	0.05%	-3,041	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	16,784	0.03%	-140	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,579,110	3.19%	-396,004	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Invesco S&P MidCap Momentum ETF Fund S000003056 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	315,332	0.64%	+38,962	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
6.2	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	282,457	0.57%	-46,888	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
6.3	Invesco Aerospace & Defense ETF Fund S000003039 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	255,946	0.52%	+2,229	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
6.4	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	246,279	0.50%	+6,224	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
6.5	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	116,253	0.23%	-278,867	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,498,360	3.02%	-8,025	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,459,426	2.94%	+735,006	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	85,723	0.17%	+23,130	Jun 30, 2026	AQR Funds, not summed
8.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	30,597	0.06%	+9,240	Jun 30, 2026	AQR Funds, not summed
8.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	10,376	0.02%	0	Jun 30, 2026	AQR Funds, not summed
8.4	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	9,783	0.02%	+7,114	Jun 30, 2026	AQR Funds, not summed
8.5	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,293	0.02%	+1	Jun 30, 2026	AQR Funds, not summed
9	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,192,686	2.41%	+387,380	Jun 30, 2026	carried, not yet filed for the newest quarter
10	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,183,109	2.39%	+779,015	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,082,581	2.18%	-8,491	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,005,377	2.03%	-86,789	Jun 30, 2026	carried, not yet filed for the newest quarter
13	LONE PINE CAPITAL LLC 13F CIK 1061165 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	962,839	1.94%	-855,101	Jun 30, 2026	carried, not yet filed for the newest quarter
14	SANDS CAPITAL MANAGEMENT, LLC 13F CIK 1020066 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	786,150	1.59%	-37,127	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	745,021	1.50%	+552,543	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	69,143	0.14%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
15.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	8,110	0.02%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,604	0.02%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	1,658	0.00%	-12	May 31, 2026	Goldman Sachs ETF Trust II, not summed
15.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,481	0.00%	+486	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
16	SurgoCap Partners LP 13F CIK 1960830 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	686,473	1.39%	-510,428	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	624,148	1.26%	+13,670	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	608,722	1.23%	+104,719	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	58,930	0.12%	-10,783	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
18.2	T. Rowe Price New Era Fund Fund S000002105 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW ERA FUND, INC., not summed	51,026	0.10%	-14,340	Jun 30, 2026	T. ROWE PRICE NEW ERA FUND, INC., not summed
18.3	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	45,636	0.09%	+31,536	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
18.4	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	32,381	0.07%	-60,860	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
18.5	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	26,167	0.05%	+5,433	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
19	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	569,750	1.15%	+13,766	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	513,898	1.04%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	506,167	1.02%	+228,290	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Thene Tony R Insider CIK 1420435 · Aug 25, 2026 Director, issuer-wide	466,697	0.94%	-109,283	Aug 25, 2026	Director, issuer-wide
23	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	462,590	0.93%	+340,949	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	AB DISCOVERY GROWTH FUND, INC. Fund S000010117 · Registered fund · Jun 30, 2026 AB DISCOVERY GROWTH FUND, INC., not summed	113,764	0.23%	—	Jun 30, 2026	AB DISCOVERY GROWTH FUND, INC., not summed
23.2	AB Disruptors ETF Fund S000079470 · Registered fund · May 31, 2026 AB Active ETFs, Inc., not summed	59,583	0.12%	+7,309	May 31, 2026	AB Active ETFs, Inc., not summed
23.3	AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Fund S000010074 · Registered fund · Jun 30, 2026 AB SUSTAINABLE GLOBAL THEMATIC FUND, INC., not summed	38,830	0.08%	—	Jun 30, 2026	AB SUSTAINABLE GLOBAL THEMATIC FUND, INC., not summed
23.4	AB Sustainable Global Thematic Portfolio Fund S000010447 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	4,590	0.01%	—	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
23.5	AB Sustainable Thematic Balanced Portfolio Fund S000010510 · Registered fund · May 31, 2026 AB PORTFOLIOS, not summed	1,548	0.00%	—	May 31, 2026	AB PORTFOLIOS, not summed
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	449,556	0.91%	+23,801	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	134,689	0.27%	+145	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	105,908	0.21%	+10,427	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	52,577	0.11%	+1,397	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	34,705	0.07%	-9,761	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	30,050	0.06%	+775	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	439,596	0.89%	-40,576	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Lord Abbett Growth Leaders Fund Fund S000032915 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	192,058	0.39%	-22,836	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
25.2	LORD ABBETT DEVELOPING GROWTH FUND INC Fund S000006834 · Registered fund · Jul 31, 2026 LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed	48,380	0.10%	-59,876	Jul 31, 2026	LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed
25.3	Lord Abbett Growth Opportunities Fund Fund S000006999 · Registered fund · May 31, 2026 LORD ABBETT RESEARCH FUND INC, not summed	28,463	0.06%	0	May 31, 2026	LORD ABBETT RESEARCH FUND INC, not summed
25.4	Lord Abbett Focused Growth Fund Fund S000064461 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	5,724	0.01%	-2,714	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
25.5	Growth Opportunities Portfolio Fund S000007301 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	2,910	0.01%	+140	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	437,607	0.88%	+12,323	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	32,296	0.07%	+987	Jun 30, 2026	Northern Funds, not summed
26.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,296	0.00%	+64	Jul 31, 2026	FlexShares Trust, not summed
26.3	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	440	0.00%	+41	Jul 31, 2026	FlexShares Trust, not summed
26.4	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	180	0.00%	+56	Jul 31, 2026	FlexShares Trust, not summed
27	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	424,827	0.86%	-38,282	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Allspring Growth Fund Fund S000007267 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	102,214	0.21%	-3,412	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
27.2	Allspring SMID Cap Growth Fund Fund S000007345 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	39,990	0.08%	-10,776	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
27.3	Allspring Mid Cap Growth Fund Fund S000007346 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	27,809	0.06%	-10,801	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
27.4	Allspring Innovation Fund Fund S000007340 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	19,415	0.04%	-5,095	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
27.5	Allspring VT Small Cap Growth Fund Fund S000007228 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	10,681	0.02%	-6,116	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
28	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	421,977	0.85%	-34,724	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	102,531	0.21%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
28.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	79,990	0.16%	+1,879	Jul 31, 2026	Dimensional ETF Trust, not summed
28.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	75,127	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
28.4	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	14,088	0.03%	-1,014	Jul 31, 2026	Dimensional ETF Trust, not summed
28.5	Dimensional US Core Equity Market ETF Fund S000069432 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	9,420	0.02%	+124	Jul 31, 2026	Dimensional ETF Trust, not summed
29	KAROL STEVEN E Insider CIK 1218733 · Sep 4, 2026 Director, issuer-wide	400,381	0.81%	0	Sep 4, 2026	Director, issuer-wide
30	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	398,128	0.80%	+31,552	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	365,439	0.74%	+23,436	May 31, 2026	GLOBAL X FUNDS, not summed
31	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	389,421	0.79%	+39,629	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	70	0.00%	+12	Jul 31, 2026	E Trade 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	374,898	0.76%	-24,806	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	7,943	0.02%	+16	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	356,156	0.72%	+195,025	Jun 30, 2026	carried, not yet filed for the newest quarter
34	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	341,464	0.69%	-197,452	Jun 30, 2026	carried, not yet filed for the newest quarter
35	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	332,607	0.67%	-18,289	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	43,300	0.09%	-200	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
35.2	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	7,222	0.01%	-4	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	318,731	0.64%	+10,464	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	314,483	0.63%	-234,402	Jun 30, 2026	carried, not yet filed for the newest quarter
38	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	314,082	0.63%	+314,082	Jun 30, 2026	carried, not yet filed for the newest quarter
39	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	313,511	0.63%	-83,239	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Carillon Eagle Mid Cap Growth Fund Fund S000008481 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	121,915	0.25%	-61,570	Jun 30, 2026	Carillon Series Trust, not summed
40	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	300,227	0.61%	-220,165	Jun 30, 2026	carried, not yet filed for the newest quarter
41	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	292,427	0.59%	+292,168	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Old Westbury All Cap Core Fund Fund S000001859 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	35,364	0.07%	—	Jul 31, 2026	Old Westbury Funds Inc, not summed
41.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	3,556	0.01%	—	Jul 31, 2026	Old Westbury Funds Inc, not summed
42	TimesSquare Capital Management, LLC 13F CIK 1313816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	291,622	0.59%	-1,657	Jun 30, 2026	carried, not yet filed for the newest quarter
43	PGIM Jennison Global Opportunities Fund Fund S000036439 · Registered fund · Jul 31, 2026 Prudential World Fund, Inc., not summed	290,317	0.59%	+32,452	Jul 31, 2026	Prudential World Fund, Inc., not summed
44	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	287,758	0.58%	+268,104	Jun 30, 2026	carried, not yet filed for the newest quarter
45	JPMorgan Mid Cap Growth Fund Fund S000003654 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	261,778	0.53%	—	Jun 30, 2026	JPMorgan Trust II, not summed
46	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	258,363	0.52%	+258,363	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	62,658	0.13%	—	May 31, 2026	MFS Series Trust IV, not summed
46.2	MFS Mid Cap Growth Series Fund S000002678 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	4,165	0.01%	—	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
46.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	204	0.00%	—	Jul 31, 2026	MFS Series Trust XV, not summed
47	WCM INVESTMENT MANAGEMENT, LLC 13F CIK 1061186 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	249,050	0.50%	-229,264	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	236,798	0.48%	-11,029	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Zurcher Kantonalbank (Zurich Cantonalbank) 13F CIK 1368163 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	236,016	0.48%	-43,496	Jun 30, 2026	carried, not yet filed for the newest quarter
50	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	234,367	0.47%	+11,655	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	PACE Small/Medium Co Growth Equity Investments Fund S000002974 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	1,725	0.00%	-118	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed

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Key facts CIK 17843 CUSIP 144285103 13F (30d) 134 filings 129 filers Visit website Investor relations