CSTL · Castle Biosciences Inc · Shareholders & Ownership

$33.08 -0.11 (-0.33%) At close · Oct 23

Russell 2000 member Rebalance outlook locked

Market Cap

$1.01B

30.55M

Volume · Oct 23 203.08K Avg daily vol (3M) 399.95K

Every disclosed holder of CSTL 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 CSTL

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)	178	27,357,262	89.55%	Yes
Insiders (Forms 3, 4, 5)	11	594,190	1.95%	Yes
13D/G-only blocks	1	425,220	1.39%	Yes
Remaining	—	2,172,835	7.11%	Rest
Registered funds (N-PORT, not summed)	217	9,062,124	29.66%	No

Shares outstanding: 30,549,507, 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 CSTL

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	3,291,963	10.78%	+309,017	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	781,367	2.56%	+75,482	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	278,685	0.91%	+30,426	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Biotechnology ETF Fund S000004350 · Registered fund · Jun 30, 2026 iShares Trust, not summed	208,267	0.68%	-7,422	Jun 30, 2026	iShares Trust, not summed
1.4	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	151,572	0.50%	-1,876	May 29, 2026	BlackRock Funds, not summed
1.5	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	100,018	0.33%	+27,578	Jun 30, 2026	iShares Trust, not summed
2	RTW INVESTMENTS, LP 13F CIK 1493215 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,778,335	9.09%	+20,000	Jun 30, 2026	carried, not yet filed for the newest quarter
3	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,726,648	5.65%	-43,229	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	725,138	2.37%	+16,900	Jul 31, 2026	Principal Funds, Inc, not summed
3.2	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	65,500	0.21%	+1,900	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
3.3	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	49,822	0.16%	+3,540	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
3.4	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,968	0.01%	+1,056	Jul 31, 2026	Principal Funds, Inc, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,226,497	4.01%	+48,975	Jun 30, 2026	carried, not yet filed for the newest quarter
5	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	918,668	3.01%	+434,227	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	879,258	2.88%	+67,934	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	852,704	2.79%	+28,740	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	840,785	2.75%	-20,986	Jun 30, 2026	carried, not yet filed for the newest quarter
9	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 13F CIK 1638555 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	824,872	2.70%	-115,813	Jun 30, 2026	carried, not yet filed for the newest quarter
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	822,079	2.69%	+53,000	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	State Street(R) SPDR(R) S&P(R) Health Care Services ETF Fund S000012331 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	68,966	0.23%	+5,404	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	49,283	0.16%	-1,272	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
10.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	10,000	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.4	State Street Small-Cap Equity V.I.S. Fund Fund S000001636 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	2,181	0.01%	-89	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
10.5	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	1,635	0.01%	+204	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	795,912	2.61%	+67,812	Jun 30, 2026	carried, not yet filed for the newest quarter
12	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	793,507	2.60%	+719,396	Jun 30, 2026	carried, not yet filed for the newest quarter
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	791,085	2.59%	-248,676	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	135,065	0.44%	+3,700	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	107,575	0.35%	+7,918	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	87,066	0.29%	-13,119	Jul 31, 2026	Dimensional ETF Trust, not summed
13.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	71,710	0.23%	-11,623	Jul 31, 2026	Dimensional ETF Trust, not summed
13.5	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	63,205	0.21%	-3,253	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14	Jefferies Financial Group Inc. 13F CIK 96223 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	647,391	2.12%	+647,391	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	589,300	1.93%	+29,717	Jun 30, 2026	carried, not yet filed for the newest quarter
16	AIGH Capital Management LLC 13F CIK 1835943 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	545,101	1.78%	-45,500	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Granahan Investment Management, LLC 13G CIK 1026710 · Registered investment adviser · Sep 30, 2024 Rule 13d-1(b), qualified institution	425,220	1.39%	-1,741,251	Sep 30, 2024	Rule 13d-1(b), qualified institution
18	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	371,200	1.22%	-161,600	Jun 30, 2026	carried, not yet filed for the newest quarter
19	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	358,397	1.17%	+17,226	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	82,320	0.27%	-7,659	Jul 31, 2026	Goldman Sachs Trust, not summed
19.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	35,016	0.11%	+5,751	Jul 31, 2026	Goldman Sachs Trust, not summed
19.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	30,376	0.10%	-3,657	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	11,295	0.04%	+2,647	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
19.5	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	6,569	0.02%	+1,880	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
20	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	357,317	1.17%	+357,317	Jun 30, 2026	carried, not yet filed for the newest quarter
21	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	348,371	1.14%	+348,371	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	342,655	1.12%	+17,080	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	331,727	1.09%	-45,355	Jun 30, 2026	carried, not yet filed for the newest quarter
24	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	329,684	1.08%	-99,250	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Portolan Capital Management, LLC 13F CIK 1350290 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	328,818	1.08%	-1,021,465	Jun 30, 2026	carried, not yet filed for the newest quarter
26	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	301,040	0.99%	+78,687	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	292,470	0.96%	+131,807	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Allspring Emerging Growth Fund Fund S000015703 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	134,133	0.44%	+58,155	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
27.2	Allspring VT Small Cap Growth Fund Fund S000007228 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	131,049	0.43%	+59,906	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
27.3	Allspring Discovery Small Cap Growth Fund Fund S000029105 · Registered fund · Jun 30, 2025 ALLSPRING FUNDS TRUST, not summed	21,679	0.07%	+4,014	Jun 30, 2025	ALLSPRING FUNDS TRUST, not summed
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	285,158	0.93%	+12,057	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,156	0.05%	+1,358	Jun 30, 2026	Northern Funds, not summed
28.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,942	0.02%	-140	Jun 30, 2026	Northern Funds, not summed
28.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	948	0.00%	-2,286	Jul 31, 2026	FlexShares Trust, not summed
29	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	279,343	0.91%	-6	Sep 30, 2026
29.1	Wasatch Micro Cap Fund Fund S000000885 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	276,685	0.91%	0	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
30	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	275,891	0.90%	0	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
31	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	265,353	0.87%	+144,376	Jun 30, 2026	carried, not yet filed for the newest quarter
32	KORNITZER CAPITAL MANAGEMENT INC /KS 13F CIK 898358 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	264,235	0.86%	-161	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Buffalo Small Cap Growth Fund Fund S000022453 · Registered fund · Jun 30, 2026 Buffalo Funds, not summed	239,614	0.78%	0	Jun 30, 2026	Buffalo Funds, not summed
32.2	Buffalo Early Stage Growth Fund Fund S000006555 · Registered fund · Jun 30, 2026 Buffalo Funds, not summed	23,865	0.08%	-808	Jun 30, 2026	Buffalo Funds, not summed
33	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	256,095	0.84%	-12,440	Jun 30, 2026	carried, not yet filed for the newest quarter
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	254,535	0.83%	+12,655	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	138,504	0.45%	-2,180	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	72,750	0.24%	+9,716	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	19,426	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	18,371	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35	Advisors Capital Management, LLC 13F CIK 1345576 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	238,204	0.78%	-10,172	Jun 30, 2026	carried, not yet filed for the newest quarter
36	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	234,746	0.77%	+1,700	Jun 30, 2026	carried, not yet filed for the newest quarter
37	PALISADE CAPITAL MANAGEMENT, LP 13F CIK 1009006 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	231,931	0.76%	-303,953	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	231,726	0.76%	-290,401	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	131,050	0.43%	-22,764	Jul 31, 2026	TIAA-CREF Funds, not summed
38.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	39,751	0.13%	+5,795	Jul 31, 2026	TIAA-CREF Funds, not summed
38.3	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	25,475	0.08%	-5,388	Jul 31, 2026	NuShares ETF Trust, not summed
38.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	15,802	0.05%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
38.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	2,726	0.01%	-1,338	Jun 30, 2026	TIAA-CREF Life Funds, not summed
39	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	221,338	0.72%	-33,846	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	79,000	0.26%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
40	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	206,111	0.67%	+75,677	Jun 30, 2026	carried, not yet filed for the newest quarter
41	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	205,369	0.67%	-147,950	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	197,494	0.65%	+9,283	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD STRATEGIC SMALL-CAP EQUITY FUND Fund S000012432 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	179,326	0.59%	+11,073	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
44	MAETZOLD DEREK J Insider CIK 1239501 · Oct 19, 2026 Director, Pres. & Chief Exec. Officer, issuer-wide	170,438	0.56%	-14,496	Oct 19, 2026	Director, Pres. & Chief Exec. Officer, issuer-wide
45	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	166,567	0.55%	+101,687	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	16,750	0.05%	—	Jun 30, 2026	AQR Funds, not summed
45.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	2,127	0.01%	—	Mar 31, 2026	AQR Funds, not summed
46	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	147,766	0.48%	+6,915	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
47	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	145,064	0.47%	+145,064	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Parkman Healthcare Partners LLC 13F CIK 1777015 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	144,791	0.47%	+18,641	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	142,338	0.47%	+10,154	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	142,338	0.47%	+10,154	Jun 30, 2026	EA Series Trust, not summed
50	Advisors Capital Small/Mid Cap Fund Fund S000070469 · Registered fund · Jun 30, 2026 NEIMAN FUNDS, not summed	135,000	0.44%	0	Jun 30, 2026	NEIMAN FUNDS, not summed

34 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.

Showing 1–50 of 292 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1447362 CUSIP 14843C105 13F (30d) 24 filings 24 filers Visit website Investor relations