CVCO · Cavco Industries, Inc. · Shareholders & Ownership

$519.54 +8.57 (+1.68%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.93B

7.69M

Volume · Oct 20 66.49K Avg daily vol (3M) 109.27K

Every disclosed holder of CVCO 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 CVCO

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)	361	7,711,437	100.29%	Yes
Insiders (Forms 3, 4, 5)	15	129,287	1.68%	Yes
13D/G-only blocks	1	381,434	4.96%	Yes
Remaining	—	532,756	-6.93%	Negative
Registered funds (N-PORT, not summed)	342	4,371,732	56.85%	No

Shares outstanding: 7,689,402, 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 CVCO

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	1,248,595	16.24%	+50,279	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	467,572	6.08%	+1,521	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	203,804	2.65%	+13,756	Jun 30, 2026	iShares Trust, not summed
1.3	iShares U.S. Home Construction ETF Fund S000009415 · Registered fund · Jun 30, 2026 iShares Trust, not summed	74,987	0.98%	-249	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	72,606	0.94%	+8,948	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	69,743	0.91%	+2,784	Jun 30, 2026	iShares Trust, not summed
2	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	557,074	7.24%	-102,962	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
3	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	528,190	6.87%	-88,389	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Capital World Investors 13G CIK 1422849 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	528,190	6.87%	-111,927	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	419,204	5.45%	+17,299	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) S&P(R) Homebuilders ETF Fund S000010019 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	85,629	1.11%	-13,989	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	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	71,048	0.92%	+800	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	44,482	0.58%	+3,533	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	2,716	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.5	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	2,142	0.03%	+40	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	Joseph H. Stegmayer 13G CIK 1245168 · Unknown · Dec 31, 2023 Rule 13d-1(c), passive investor	381,434	4.96%	—	Dec 31, 2023	Rule 13d-1(c), passive investor
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	347,619	4.52%	-504	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	331,162	4.31%	+13,440	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	325,596	4.23%	+25,936	Jun 30, 2026	carried, not yet filed for the newest quarter
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	259,180	3.37%	+18,507	Jun 30, 2026	carried, not yet filed for the newest quarter
10	FIDUCIARY MANAGEMENT INC /WI/ 13F CIK 764532 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	250,135	3.25%	-17,379	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	FMI Common Stock Fund Fund S000043149 · Registered fund · Jun 30, 2026 FMI Funds Inc, not summed	130,000	1.69%	-2,000	Jun 30, 2026	FMI Funds Inc, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	244,336	3.18%	-3,251	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	203,458	2.65%	+2,506	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	42,219	0.55%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	29,050	0.38%	+8	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	25,388	0.33%	+1,803	Jul 31, 2026	Dimensional ETF Trust, not summed
12.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	14,019	0.18%	+10	Jul 31, 2026	Dimensional ETF Trust, not summed
12.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	11,824	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	180,511	2.35%	+40,663	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Columbia Acorn Fund Fund S000009184 · Registered fund · Jun 30, 2026 COLUMBIA ACORN TRUST, not summed	83,379	1.08%	0	Jun 30, 2026	COLUMBIA ACORN TRUST, not summed
13.2	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	27,427	0.36%	+1,800	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
13.3	Columbia Variable Portfolio - Acorn Fund Fund S000008981 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed	15,999	0.21%	0	Jun 30, 2026	COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed
13.4	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	11,585	0.15%	-838	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
13.5	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	5,612	0.07%	-516	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
14	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	155,713	2.03%	+15,930	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	153,439	2.00%	-9,845	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	149,655	1.95%	-32,130	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	16,140	0.21%	-1,123	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
16.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	12,303	0.16%	+226	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.3	Invesco Global Core Equity Fund Fund S000000213 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	5,953	0.08%	-4,843	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
16.4	Invesco S&P SmallCap Quality ETF Fund S000056849 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	5,076	0.07%	+187	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
16.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	4,809	0.06%	+711	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
17	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	130,350	1.70%	+269	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	109,528	1.42%	+6,813	Jun 30, 2026	carried, not yet filed for the newest quarter
19	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	109,289	1.42%	-58,092	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	85,922	1.12%	+8,936	Jul 31, 2026	Fidelity Salem Street Trust, not summed
19.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	40,112	0.52%	-603	May 31, 2026	Fidelity Concord Street Trust, not summed
19.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	27,056	0.35%	+8,447	Jun 30, 2026	Fidelity Covington Trust, not summed
19.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	26,379	0.34%	-1,081	May 31, 2026	Fidelity Rutland Square Trust II, not summed
19.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	17,789	0.23%	+756	May 31, 2026	Fidelity Rutland Square Trust II, not summed
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	108,389	1.41%	+3,663	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	37,247	0.48%	-584	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	21,948	0.29%	-1,181	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	19,101	0.25%	+2,045	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	6,887	0.09%	+1,036	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	4,668	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	105,872	1.38%	+26,629	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	79,000	1.03%	+23,000	Jun 30, 2026	Victory Portfolios, not summed
21.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	874	0.01%	-3	Jul 31, 2026	Victory Portfolios III, not summed
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	89,019	1.16%	+2,329	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	88,079	1.15%	-1,298	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	86,937	1.13%	+5,273	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,978	0.05%	+366	Jun 30, 2026	Northern Funds, not summed
24.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,192	0.02%	-34	Jun 30, 2026	Northern Funds, not summed
24.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	340	0.00%	+16	Jul 31, 2026	FlexShares Trust, not summed
25	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	86,552	1.13%	-6,069	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	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	48,524	0.63%	-17,280	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
25.2	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	1,213	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
25.3	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	1,185	0.02%	+254	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
26	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	79,844	1.04%	-3,230	Jun 30, 2026	carried, not yet filed for the newest quarter
27	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	74,839	0.97%	+67,999	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	69,912	0.91%	+1,171	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NEUMEIER POMA INVESTMENT COUNSEL LLC 13F CIK 1044936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	69,707	0.91%	+15,610	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Boor William C Insider CIK 1401223 · Jul 30, 2026 Director, issuer-wide	68,743	0.89%	-128	Jul 30, 2026	Director, issuer-wide
31	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	61,679	0.80%	-31,495	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,904	0.02%	-148	May 31, 2026	Goldman Sachs ETF Trust, not summed
31.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	1,333	0.02%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
31.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	494	0.01%	+83	Jul 31, 2026	Goldman Sachs Trust II, not summed
31.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	181	0.00%	-41	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
32	1290 VT GAMCO Small Company Value Portfolio Fund S000009151 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	59,700	0.78%	0	Jun 30, 2026	EQ Advisors Trust, not summed
33	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	57,665	0.75%	-3,718	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	6	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
34	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	57,303	0.75%	+11,633	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	14,000	0.18%	-270	Jul 31, 2026	TIAA-CREF Funds, not summed
34.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	11,615	0.15%	+4,473	Jun 30, 2026	College Retirement Equities Fund, not summed
34.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	10,180	0.13%	+1,054	Jul 31, 2026	TIAA-CREF Funds, not summed
34.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	7,664	0.10%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
34.5	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	6,760	0.09%	+1,700	Jul 31, 2026	TIAA-CREF Funds, not summed
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	55,612	0.72%	+1,631	Jun 30, 2026	carried, not yet filed for the newest quarter
36	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	55,036	0.72%	+1,730	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	16,900	0.22%	+1,562	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
36.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	5,718	0.07%	-382	Jul 31, 2026	Principal Funds, Inc, not summed
36.3	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	679	0.01%	+186	Jul 31, 2026	Principal Funds, Inc, not summed
37	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	54,387	0.71%	-4,023	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	28,305	0.37%	-4,279	Jun 30, 2026	Putnam Funds Trust, not summed
37.2	Putnam Small Cap Value Fund Fund S000003854 · Registered fund · May 31, 2026 Putnam Investment Funds, not summed	4,400	0.06%	+2,880	May 31, 2026	Putnam Investment Funds, not summed
37.3	Putnam VT Small Cap Value Fund Fund S000003888 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	1,720	0.02%	+480	Jun 30, 2026	Putnam Variable Trust, not summed
37.4	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	405	0.01%	-45	Jun 30, 2026	Putnam Variable Trust, not summed
38	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 13F CIK 1238990 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	53,930	0.70%	+2,939	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	50,927	0.66%	+666	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
40	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	49,960	0.65%	-9,918	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	29,219	0.38%	-2,537	Jul 31, 2026	Old Westbury Funds Inc, not summed
40.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	1,124	0.01%	-388	Jul 31, 2026	Old Westbury Funds Inc, not summed
41	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	49,084	0.64%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
42	GABELLI FUNDS LLC 13F CIK 1081407 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	48,780	0.63%	-2,520	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	The Gabelli Small Cap Growth Fund Fund S000001062 · Registered fund · Jun 30, 2026 Gabelli Equity Series Funds Inc, not summed	35,000	0.46%	-2,700	Jun 30, 2026	Gabelli Equity Series Funds Inc, not summed
42.2	The Gabelli Global Financial Services Fund Fund S000062891 · Registered fund · Jun 30, 2026 Gabelli Equity Series Funds Inc, not summed	8,080	0.11%	-250	Jun 30, 2026	Gabelli Equity Series Funds Inc, not summed
42.3	The Gabelli Asset Fund Fund S000001087 · Registered fund · Jun 30, 2026 Gabelli Asset Fund, not summed	2,980	0.04%	+30	Jun 30, 2026	Gabelli Asset Fund, not summed
42.4	Gabelli SRI Fund, Inc. Fund S000017367 · Registered fund · Jun 30, 2026 Gabelli SRI Fund, Inc., not summed	470	0.01%	-100	Jun 30, 2026	Gabelli SRI Fund, Inc., not summed
43	Janus Henderson Triton Fund Fund S000010485 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	48,735	0.63%	+796	Jun 30, 2026	Janus Investment Fund, not summed
44	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	48,293	0.63%	+1,279	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	45,731	0.59%	+908	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	276	0.00%	+13	Jul 31, 2026	BNY Mellon ETF Trust, not summed
46	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	42,169	0.55%	+4,240	Jun 30, 2026	carried, not yet filed for the newest quarter
47	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	41,242	0.54%	-817	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Kennedy Capital ESG SMID Cap Fund Fund S000063803 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	1,069	0.01%	0	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
47.2	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	975	0.01%	+38	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
48	Handelsbanken Fonder AB 13F CIK 1398318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	40,551	0.53%	-6,035	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	40,013	0.52%	+1,422	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
50	Duquesne Family Office LLC 13F CIK 1536411 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	39,500	0.51%	+39,500	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 278166 CUSIP 149568107 13F (30d) 36 filings 35 filers Visit website Investor relations