CVLT · Commvault Systems Inc · Shareholders & Ownership

$166.46 -6.09 (-3.53%) At close · Oct 28 Q2 2027 earnings call transcript

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$7.15B

41.44M

Volume · Oct 28 703.57K Avg daily vol (3M) 615.3K

Every disclosed holder of CVLT 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 CVLT

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)	432	44,825,416	108.16%	Yes
Insiders (Forms 3, 4, 5)	14	372,266	0.90%	Yes
13D/G-only blocks	1	1,835,987	4.43%	Yes
Remaining	—	5,589,105	-13.49%	Negative
Registered funds (N-PORT, not summed)	436	20,383,976	49.18%	No

Shares outstanding: 41,444,564, 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 CVLT

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	6,035,560	14.56%	+90,389	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	1,412,360	3.41%	-43,586	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,149,881	2.77%	+68,115	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	413,542	1.00%	+53,141	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	211,607	0.51%	+16,515	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	150,280	0.36%	-13,260	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,635,604	8.77%	+25,967	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,863,409	4.50%	-120,526	Jun 30, 2026	carried, not yet filed for the newest quarter
4	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,837,030	4.43%	+812,768	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	97,756	0.24%	-48,979	Jun 30, 2026	AQR Funds, not summed
4.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	54,404	0.13%	-56,267	Jun 30, 2026	AQR Funds, not summed
4.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	53,774	0.13%	—	Jun 30, 2026	AQR Funds, not summed
4.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	37,904	0.09%	—	Jun 30, 2026	AQR Funds, not summed
4.5	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	7,288	0.02%	-906	Jun 30, 2026	AQR Funds, not summed
5	MACKENZIE FINANCIAL CORP 13G CIK 919859 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(c), passive investor	1,835,987	4.43%	—	Dec 31, 2023	Rule 13d-1(c), passive investor
6	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,739,733	4.20%	+1,684,538	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Columbia Seligman Technology and Information Fund Fund S000031370 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	781,390	1.89%	—	May 31, 2026	Columbia Funds Series Trust II, not summed
6.2	Columbia Seligman Global Technology Fund Fund S000031372 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	162,070	0.39%	—	Jul 31, 2026	Columbia Funds Series Trust II, not summed
6.3	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	31,409	0.08%	-1,106	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
6.4	Columbia Variable Portfolio - Seligman Global Technology Fund Fund S000031384 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	17,005	0.04%	—	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
6.5	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	78	0.00%	+8	Jun 30, 2026	Columbia ETF Trust I, not summed
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,684,474	4.06%	+19,812	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	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	208,787	0.50%	-6,231	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	38,930	0.09%	-1,880	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	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	24,788	0.06%	-1,603	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	23,448	0.06%	-13,044	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	22,000	0.05%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,310,432	3.16%	-103,481	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,225,290	2.96%	+28,960	Jun 30, 2026	carried, not yet filed for the newest quarter
10	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,220,415	2.94%	-33,969	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,200,448	2.90%	-38,777	Jun 30, 2026	carried, not yet filed for the newest quarter
12	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,125,580	2.72%	+577,434	Jun 30, 2026	carried, not yet filed for the newest quarter
13	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,115,465	2.69%	+1,025,811	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	189,776	0.46%	—	Jun 30, 2026	AB TRUST, not summed
13.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	57,030	0.14%	—	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
13.3	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	46,502	0.11%	—	Jun 30, 2026	AB CAP FUND, INC., not summed
13.4	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	25,387	0.06%	—	Jun 30, 2026	Bernstein Fund Inc, not summed
13.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	1,900	0.00%	—	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
14	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,091,705	2.63%	+97,003	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	36,444	0.09%	—	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
14.2	First Trust Nasdaq BuyWrite Income ETF Fund S000040305 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	21,568	0.05%	+12,064	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
14.3	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	12,311	0.03%	—	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
14.4	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	3,300	0.01%	—	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
14.5	First Trust Active Factor Small Cap ETF Fund S000066790 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	2,044	0.00%	+388	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
15	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,042,125	2.51%	+3,648	May 31, 2026	VANGUARD WORLD FUND, not summed
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	946,364	2.28%	-67,444	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	First Trust Nasdaq Cybersecurity ETF Fund S000050385 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund II, not summed	941,939	2.27%	+81,387	Jun 30, 2026	First Trust Exchange-Traded Fund II, not summed
18	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	924,591	2.23%	+747,982	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	375,000	0.90%	—	Jun 30, 2026	Victory Portfolios, not summed
18.2	Victory RS Partners Fund Fund S000053561 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	46,770	0.11%	0	Jun 30, 2026	Victory Portfolios, not summed
18.3	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	42,186	0.10%	—	Jun 30, 2026	Victory Portfolios, not summed
18.4	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	36,335	0.09%	-171	Jul 31, 2026	Victory Portfolios III, not summed
18.5	Victory RS Value Fund Fund S000053562 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	30,560	0.07%	0	Jun 30, 2026	Victory Portfolios, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	871,084	2.10%	+14,131	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	64	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
20	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	848,898	2.05%	-248,765	Jun 30, 2026	carried, not yet filed for the newest quarter
21	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	783,667	1.89%	-139,399	Sep 30, 2026
21.1	Congress Small Cap Growth Fund Fund S000058028 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	421,000	1.02%	-49,000	Jul 31, 2026	Professionally Managed Portfolios, not summed
21.2	Congress SMid Growth ETF Fund S000081384 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	50,539	0.12%	+444	Jul 31, 2026	Professionally Managed Portfolios, not summed
22	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	649,439	1.57%	+37,868	Jun 30, 2026	carried, not yet filed for the newest quarter
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	591,674	1.43%	+8,143	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	196,020	0.47%	-15,331	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	114,296	0.28%	-4,809	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	108,888	0.26%	+11,956	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	73,987	0.18%	+16,899	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	25,969	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	581,605	1.40%	+9,892	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	26,814	0.06%	-895	Jun 30, 2026	Northern Funds, not summed
24.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	22,628	0.05%	+2,269	Jun 30, 2026	Northern Funds, not summed
24.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,520	0.01%	-128	Jun 30, 2026	Northern Funds, not summed
24.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,338	0.01%	+112	Jul 31, 2026	FlexShares Trust, not summed
25	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	581,002	1.40%	+299,819	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	546,282	1.32%	-20,458	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	Global Alpha Capital Management Ltd. 13F CIK 1584691 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	494,473	1.19%	+126,002	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	473,010	1.14%	-17,943	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	464,016	1.12%	+7,559	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Core Fund Fund S000043450 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	268,910	0.65%	-47,135	Jul 31, 2026	John Hancock Investment Trust, not summed
29.2	John Hancock Multifactor Small Cap ETF Fund S000059464 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	14,425	0.03%	-1,298	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
30	AMERICAN CAPITAL MANAGEMENT INC 13F CIK 1320168 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	440,931	1.06%	-99,914	Jun 30, 2026	carried, not yet filed for the newest quarter
31	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	435,958	1.05%	+415,190	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Global X Cybersecurity ETF Fund S000066713 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	396,968	0.96%	—	May 31, 2026	GLOBAL X FUNDS, not summed
31.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	21,447	0.05%	+2,299	Jul 31, 2026	GLOBAL X FUNDS, not summed
32	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	429,911	1.04%	+868	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	172,343	0.42%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	92,804	0.22%	+13,645	Jul 31, 2026	Dimensional ETF Trust, not summed
32.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	29,591	0.07%	-3,036	Jul 31, 2026	Dimensional ETF Trust, not summed
32.4	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	21,183	0.05%	+3,532	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	6,134	0.01%	+2,421	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
33	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	402,054	0.97%	+146,055	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	373,745	0.90%	+69,488	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
35	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	364,843	0.88%	+103,988	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	353,536	0.85%	+68,544	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	U.S. Strategic Equity Fund Fund S000037466 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	26,160	0.06%	-547	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
36.2	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	14,365	0.03%	+3,582	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
36.3	U.S. Strategic Equity Fund Fund S000006863 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	5,589	0.01%	-176	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
36.4	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	2,957	0.01%	+141	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
36.5	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	1,703	0.00%	—	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
37	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	351,063	0.85%	-112,186	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	14,711	0.04%	+11	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
37.2	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	4,202	0.01%	-551	Jul 31, 2026	Goldman Sachs Trust II, not summed
37.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	1,925	0.00%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
37.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,135	0.00%	+470	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
38	Champlain Investment Partners, LLC 13F CIK 1315478 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	341,569	0.82%	-49,807	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Champlain Small Company Fund Fund S000005803 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	132,000	0.32%	-40,000	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
39	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	330,311	0.80%	-259,192	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	108,780	0.26%	+24,250	Jul 31, 2026	TIAA-CREF Funds, not summed
39.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	71,235	0.17%	-199,245	Jun 30, 2026	College Retirement Equities Fund, not summed
39.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	58,439	0.14%	+6,585	Jul 31, 2026	TIAA-CREF Funds, not summed
39.4	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	42,418	0.10%	-3,645	Jul 31, 2026	NuShares ETF Trust, not summed
39.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	37,693	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
40	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	328,496	0.79%	-417,060	Jun 30, 2026	carried, not yet filed for the newest quarter
41	TD Asset Management Inc 13F CIK 1056053 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	324,676	0.78%	-17,864	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	318,892	0.77%	-12,417	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,643	0.00%	+48	Jul 31, 2026	BNY Mellon ETF Trust, not summed
43	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	298,611	0.72%	-7,067	Jun 30, 2026	carried, not yet filed for the newest quarter
44	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	283,798	0.68%	+59,590	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	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	113,037	0.27%	-22,200	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
44.2	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	6,756	0.02%	+1,468	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
44.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	6,659	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
44.4	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	2,444	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
45	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	262,147	0.63%	-7,880	Jun 30, 2026	carried, not yet filed for the newest quarter
46	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	262,065	0.63%	-293,866	Jun 30, 2026	carried, not yet filed for the newest quarter
47	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	249,174	0.60%	+60,725	Jun 30, 2026	carried, not yet filed for the newest quarter
48	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	242,776	0.59%	+26,419	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	489,477	1.18%	+52,107	Jul 31, 2026	Fidelity Salem Street Trust, not summed
48.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	207,604	0.50%	+20,861	Jun 30, 2026	Fidelity Covington Trust, not summed
48.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	201,834	0.49%	-23,817	Aug 31, 2026	Fidelity Concord Street Trust, not summed
48.4	Fidelity MSCI Information Technology Index ETF Fund S000042577 · Registered fund · Jul 31, 2026 FIDELITY COVINGTON TRUST, not summed	105,208	0.25%	+3,889	Jul 31, 2026	FIDELITY COVINGTON TRUST, not summed
48.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	93,869	0.23%	+72,669	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
49	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	242,426	0.58%	+68,165	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
50	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	231,299	0.56%	+68,951	Jun 30, 2026	carried, not yet filed for the newest quarter

74 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 1169561 CUSIP 204166102 13F (30d) 106 filings 100 filers Visit website Investor relations