CSL · Carlisle Companies Inc · Shareholders & Ownership

$339.79 +9.32 (+2.82%) At close · Oct 20

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$13.49B

39.71M

Volume · Oct 20 332.59K Avg daily vol (3M) 529.11K

Every disclosed holder of CSL 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 CSL

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)	786	40,083,634	100.93%	Yes
Insiders (Forms 3, 4, 5)	22	523,786	1.32%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	893,287	-2.25%	Negative
Registered funds (N-PORT, not summed)	544	16,966,570	42.72%	No

Shares outstanding: 39,714,133, the issuer's latest cover-page count restated onto today's split basis.

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 CSL

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	4,133,983	10.41%	-108,953	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	1,381,582	3.48%	+31,051	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	165,284	0.42%	+7,195	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	115,317	0.29%	-3,054	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	104,013	0.26%	-2,522	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	79,986	0.20%	-3,689	Jun 30, 2026	iShares Trust, not summed
2	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,483,124	6.25%	-262,053	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	133	0.00%	-5	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
2.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	85	0.00%	+32	Jul 31, 2026	E Trade Trust, not summed
2.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	77	0.00%	+34	Jul 31, 2026	E Trade Trust, not summed
2.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	18	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,096,647	5.28%	+54,343	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,096,907	5.28%	+54,343	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	327,983	0.83%	-9,342	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	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	204,373	0.51%	+5,106	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) S&P(R) Homebuilders ETF Fund S000010019 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	147,454	0.37%	+3,814	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	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	35,288	0.09%	-446	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,969,109	4.96%	-26,323	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,828,259	4.60%	-4,231	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,284,447	3.23%	-12,260	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,234,540	3.11%	+441,375	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	First Eagle Global Fund Fund S000011211 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	1,070,693	2.70%	+435,299	Jul 31, 2026	First Eagle Funds, not summed
7.2	First Eagle U.S. Fund Fund S000011213 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	35,419	0.09%	+12,863	Jul 31, 2026	First Eagle Funds, not summed
7.3	First Eagle Global Real Assets Fund Fund S000074462 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	922	0.00%	0	Jul 31, 2026	First Eagle Funds, not summed
8	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,117,146	2.81%	-74,514	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,377	0.01%	+4	Jul 31, 2026	BNY Mellon ETF Trust, not summed
9	Eaton Vance Atlanta Capital SMID-Cap Fund Fund S000005198 · Registered fund · Jun 30, 2026 Eaton Vance Growth Trust, not summed	1,073,686	2.70%	-165,122	Jun 30, 2026	Eaton Vance Growth Trust, not summed
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	927,874	2.34%	-14,859	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	800,517	2.02%	-44,606	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Franklin Rising Dividends Fund Fund S000006858 · Registered fund · Jun 30, 2026 Franklin Managed Trust, not summed	665,000	1.67%	0	Jun 30, 2026	Franklin Managed Trust, not summed
11.2	Franklin Rising Dividends VIP Fund Fund S000007313 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	39,107	0.10%	-48	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
11.3	Franklin Mutual U.S. Mid Cap Value Fund Fund S000007352 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	26,427	0.07%	+7,258	Jul 31, 2026	Franklin Value Investors Trust, not summed
12	SANDS CAPITAL MANAGEMENT, LLC 13F CIK 1020066 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	799,872	2.01%	-119,742	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Sands Capital Global Growth Fund Fund S000028356 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	38,379	0.10%	-6,004	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	769,018	1.94%	-5,758	Jun 30, 2026	carried, not yet filed for the newest quarter
14	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	629,887	1.59%	-39,027	Jun 30, 2026	carried, not yet filed for the newest quarter
15	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	612,528	1.54%	-8,171	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Old Westbury Large Cap Strategies Fund Fund S000001858 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	106,196	0.27%	-11,500	Jul 31, 2026	Old Westbury Funds Inc, not summed
15.2	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	73,255	0.18%	-8,806	Jul 31, 2026	Old Westbury Funds Inc, not summed
15.3	Old Westbury All Cap Core Fund Fund S000001859 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	42,533	0.11%	-4,229	Jul 31, 2026	Old Westbury Funds Inc, not summed
15.4	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	9,122	0.02%	-172	Jul 31, 2026	Old Westbury Funds Inc, not summed
16	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	587,867	1.48%	-12,432	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	585,095	1.47%	-18,558	Jun 30, 2026	carried, not yet filed for the newest quarter
18	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	565,711	1.42%	-29,349	Jun 30, 2026	carried, not yet filed for the newest quarter
19	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	525,177	1.32%	+97,326	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	493,146	1.24%	-37,612	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	332,033	0.84%	-68,262	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.2	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	48,869	0.12%	+41,111	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
20.3	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	41,588	0.10%	+10,804	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	9,782	0.02%	+793	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.5	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	7,242	0.02%	-73	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
21	FIRST MANHATTAN CO. LLC. 13F CIK 728083 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	469,174	1.18%	+24,908	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	462,888	1.17%	+7,670	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	449,788	1.13%	+221	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	26,244	0.07%	+481	Jun 30, 2026	Northern Funds, not summed
23.2	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,824	0.01%	+364	Jul 31, 2026	FlexShares Trust, not summed
23.3	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,166	0.01%	-273	Jul 31, 2026	FlexShares Trust, not summed
23.4	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,956	0.00%	—	Jun 30, 2026	Northern Funds, not summed
23.5	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,422	0.00%	+309	Jul 31, 2026	FlexShares Trust, not summed
24	FIDUCIARY MANAGEMENT INC /WI/ 13F CIK 764532 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	447,968	1.13%	-45,776	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	FMI Common Stock Fund Fund S000043149 · Registered fund · Jun 30, 2026 FMI Funds Inc, not summed	155,000	0.39%	+20,000	Jun 30, 2026	FMI Funds Inc, not summed
24.2	FMI Large Cap Fund Fund S000000833 · Registered fund · Jun 30, 2026 FMI Funds Inc, not summed	50,000	0.13%	-10,000	Jun 30, 2026	FMI Funds Inc, not summed
25	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	439,955	1.11%	+105,694	Jun 30, 2026	carried, not yet filed for the newest quarter
26	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	434,814	1.09%	+256,486	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	421,603	1.06%	+86,613	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Madison Asset Management, LLC 13F CIK 1299351 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	421,406	1.06%	-32,407	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Madison Mid Cap Fund Fund S000020651 · Registered fund · Jul 31, 2026 MADISON FUNDS, not summed	190,002	0.48%	-25,083	Jul 31, 2026	MADISON FUNDS, not summed
28.2	Madison Small Cap Fund Fund S000020659 · Registered fund · Jul 31, 2026 MADISON FUNDS, not summed	11,694	0.03%	0	Jul 31, 2026	MADISON FUNDS, not summed
28.3	Mid Cap Fund Fund S000019983 · Registered fund · Jun 30, 2026 ULTRA SERIES FUND, not summed	11,387	0.03%	-1,042	Jun 30, 2026	ULTRA SERIES FUND, not summed
29	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	405,361	1.02%	+1,080	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	77,524	0.20%	+708	Jul 31, 2026	Dimensional ETF Trust, not summed
29.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	51,711	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	46,864	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.4	U.S. Sustainability Core 1 Portfolio Fund S000020422 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	13,612	0.03%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.5	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	13,129	0.03%	+1,083	Jul 31, 2026	Dimensional ETF Trust, not summed
30	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	390,008	0.98%	+10,943	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	210,264	0.53%	-8,110	May 31, 2026	Fidelity Concord Street Trust, not summed
30.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	151,908	0.38%	-1,523	Jul 31, 2026	Fidelity Salem Street Trust, not summed
30.3	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	131,150	0.33%	+2,500	Jul 31, 2026	Fidelity Concord Street Trust, not summed
30.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	77,051	0.19%	-944	May 31, 2026	Fidelity Concord Street Trust, not summed
30.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	62,193	0.16%	+566	May 31, 2026	Fidelity Concord Street Trust, not summed
31	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	379,000	0.95%	+41,395	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Vaughan Nelson Small Cap Fund Fund S000006661 · Registered fund · Jun 30, 2026 Natixis Funds Trust I, not summed	108,120	0.27%	+18,545	Jun 30, 2026	Natixis Funds Trust I, not summed
31.2	Gateway Equity Call Premium Fund Fund S000046840 · Registered fund · Jun 30, 2026 Gateway Trust, not summed	817	0.00%	—	Jun 30, 2026	Gateway Trust, not summed
32	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	375,421	0.95%	+24,403	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	110,211	0.28%	-2,471	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	86,031	0.22%	+6,108	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	43,192	0.11%	+713	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.4	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	25,237	0.06%	+245	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	24,609	0.06%	+694	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	366,785	0.92%	-45,803	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Allspring Special Mid Cap Value Fund Fund S000007349 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	250,703	0.63%	-9,100	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
33.2	Allspring Opportunity Fund Fund S000007344 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	30,829	0.08%	-18,466	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
33.3	Allspring Common Stock Fund Fund S000007339 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	11,219	0.03%	-8,830	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
33.4	Allspring VT Opportunity Fund Fund S000007227 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	2,631	0.01%	-1,607	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
34	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F CIK 1021642 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	338,257	0.85%	+49,140	Jun 30, 2026	carried, not yet filed for the newest quarter
35	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	333,634	0.84%	+26,573	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	306,542	0.77%	+19,611	May 31, 2026	GLOBAL X FUNDS, not summed
35.2	Global X Adaptive U.S. Risk Management ETF Fund S000070582 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	98	0.00%	-9	May 31, 2026	GLOBAL X FUNDS, not summed
35.3	Global X U.S. 500 ETF Fund S000094852 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	3	0.00%	0	May 31, 2026	GLOBAL X FUNDS, not summed
36	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	327,130	0.82%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
37	COOKE & BIELER LP 13F CIK 24386 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	326,131	0.82%	+48,225	Jun 30, 2026	carried, not yet filed for the newest quarter
38	JONES FINANCIAL COMPANIES LLLP 13F CIK 815917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	317,372	0.80%	+35,144	Jun 30, 2026	carried, not yet filed for the newest quarter
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	310,613	0.78%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
39.1	Liberty All-Star Equity Fund Fund · Registered fund · Jun 30, 2026 LIBERTY ALL STAR EQUITY FUND, not summed	19,123	0.05%	—	Jun 30, 2026	LIBERTY ALL STAR EQUITY FUND, not summed
39.2	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	8,460	0.02%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
39.3	VOYA INFRASTRUCTURE, INDUSTRIALS & MATERIALS FUND Fund · Registered fund · May 31, 2026 Voya Infrastructure, Industrials & Materials Fund, not summed	1,289	0.00%	—	May 31, 2026	Voya Infrastructure, Industrials & Materials Fund, not summed
40	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	303,079	0.76%	+137,333	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,532	0.00%	+995	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
40.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	1,386	0.00%	-24	May 31, 2026	Goldman Sachs ETF Trust II, not summed
40.3	Goldman Sachs Global Managed Beta Fund Fund S000048066 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	854	0.00%	0	May 31, 2026	GOLDMAN SACHS TRUST, not summed
40.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	450	0.00%	-36	May 31, 2026	Goldman Sachs ETF Trust, not summed
40.5	Goldman Sachs JUST U.S. Large Cap Equity ETF Fund S000061377 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	438	0.00%	-94	May 31, 2026	Goldman Sachs ETF Trust, not summed
41	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	294,601	0.74%	-5,911	Jun 30, 2026	carried, not yet filed for the newest quarter
42	TRUIST FINANCIAL CORP 13F CIK 92230 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	286,294	0.72%	+2,230	Jun 30, 2026	carried, not yet filed for the newest quarter
43	CAPTRUST FINANCIAL ADVISORS 13F CIK 1512024 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	275,077	0.69%	-22,120	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Focus Partners Wealth 13F CIK 1542153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	272,933	0.69%	-250,454	Jun 30, 2026	carried, not yet filed for the newest quarter
45	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	260,709	0.66%	-9,459	Jun 30, 2026	carried, not yet filed for the newest quarter
46	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	257,734	0.65%	+9,884	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	255,917	0.64%	+2,030	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Robeco Schweiz AG 13F CIK 1418427 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	252,042	0.63%	+2,413	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	249,295	0.63%	-8,583	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Janus Henderson Mid Cap Value Fund Fund S000010471 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	75,382	0.19%	-8,965	Jun 30, 2026	Janus Investment Fund, not summed
49.2	Janus Henderson VIT Mid Cap Value Portfolio Fund S000010397 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	4,676	0.01%	-362	Jun 30, 2026	Janus Aspen Series, not summed
49.3	Janus Henderson Small-Mid Cap Value Fund Fund S000035097 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	3,191	0.01%	-438	Jun 30, 2026	Janus Investment Fund, not summed
49.4	Janus Henderson Mid Cap Growth Alpha ETF Fund S000087757 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	49	0.00%	-668	Jul 31, 2026	Janus Detroit Street Trust, not summed
50	KOCH D CHRISTIAN Insider CIK 1190801 · Feb 10, 2026 Director, issuer-wide	248,238	0.63%	0	Feb 10, 2026	Director, issuer-wide

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Key facts CIK 790051 CUSIP 142339100 13F (30d) 117 filings 108 filers Visit website Investor relations