CW · Curtiss Wright Corp · Shareholders & Ownership

$433.87 -18.26 (-4.04%) At close · Nov 5 Play latest call Q3 2026 earnings call transcript

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$15.74B

36.27M

Volume · Nov 5 736.54K Avg daily vol (3M) 426.34K

Every disclosed holder of CW 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 CW

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)	909	31,665,221	87.30%	Yes
Insiders (Forms 3, 4, 5)	16	161,723	0.45%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,445,316	12.26%	Rest
Registered funds (N-PORT, not summed)	624	13,992,019	38.58%	No

Shares outstanding: 36,272,260, 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 CW

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	4,551,110	12.55%	+33,386	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	1,264,244	3.49%	+43,564	Jun 30, 2026	iShares Trust, not summed
1.2	iShares U.S. Aerospace & Defense ETF Fund S000009423 · Registered fund · Jun 30, 2026 iShares Trust, not summed	374,281	1.03%	-45,137	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	220,948	0.61%	-3,286	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	151,326	0.42%	+10,738	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	111,081	0.31%	—	Jun 30, 2026	iShares Trust, not summed
2	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,702,418	4.69%	+70,322	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF Fund S000012318 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	231,581	0.64%	-45,014	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.2	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	186,972	0.52%	+6,831	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	57,208	0.16%	+1,080	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	12,866	0.04%	-160	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
2.5	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	7,634	0.02%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,669,012	4.60%	+16,231	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,649,472	4.55%	+32,876	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,529,012	4.22%	+236,388	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Invesco S&P MidCap Momentum ETF Fund S000003056 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	421,405	1.16%	+52,012	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
5.2	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	241,708	0.67%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
5.3	Invesco Aerospace & Defense ETF Fund S000003039 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	193,296	0.53%	+295	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
5.4	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	192,306	0.53%	+4,860	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
5.5	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	55,690	0.15%	+1,034	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,172,891	3.23%	+2,789	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	847,197	2.34%	-2,919	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	817,077	2.25%	+45,569	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · Aug 31, 2026 MFS Series Trust IV, not summed	242,420	0.67%	0	Aug 31, 2026	MFS Series Trust IV, not summed
8.2	MFS Growth Fund Fund S000002419 · Registered fund · Aug 31, 2026 MFS Series Trust II, not summed	174,824	0.48%	-4,559	Aug 31, 2026	MFS Series Trust II, not summed
8.3	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · Aug 31, 2026 MFS Series Trust X, not summed	58,392	0.16%	+3,395	Aug 31, 2026	MFS Series Trust X, not summed
8.4	MFS Research Fund Fund S000002438 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	51,229	0.14%	-3,264	Jun 30, 2026	MFS Series Trust V, not summed
8.5	Massachusetts Investors Trust Fund S000000696 · Registered fund · Jun 30, 2026 MASSACHUSETTS INVESTORS TRUST, not summed	40,759	0.11%	—	Jun 30, 2026	MASSACHUSETTS INVESTORS TRUST, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	741,659	2.04%	-195,885	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	585,598	1.61%	-68,972	Jun 30, 2026	carried, not yet filed for the newest quarter
11	TD Asset Management Inc 13F CIK 1056053 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	553,378	1.53%	-156,856	Jun 30, 2026	carried, not yet filed for the newest quarter
12	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	545,314	1.50%	-55,895	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	30,454	0.08%	-10,603	Jun 30, 2026	AQR Funds, not summed
12.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	16,457	0.05%	0	Jun 30, 2026	AQR Funds, not summed
12.3	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	14,810	0.04%	+5,358	Jun 30, 2026	AQR Funds, not summed
12.4	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	11,515	0.03%	-7,286	Jun 30, 2026	AQR Funds, not summed
12.5	AQR Large Cap Momentum Style Fund Fund S000025643 · Registered fund · Mar 31, 2026 AQR Funds, not summed	5,358	0.01%	—	Mar 31, 2026	AQR Funds, not summed
13	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	528,234	1.46%	+41,449	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Franklin Growth Fund Fund S000006755 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	241,851	0.67%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
13.2	Franklin Growth Opportunities Fund Fund S000006878 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	74,281	0.20%	-9,105	Jul 31, 2026	Franklin Strategic Series, not summed
13.3	Franklin Small-Mid Cap Growth Fund Fund S000006888 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	47,522	0.13%	—	Jul 31, 2026	Franklin Strategic Series, not summed
13.4	Franklin Small-Mid Cap Growth VIP Fund Fund S000007314 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	5,445	0.02%	—	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
13.5	Franklin U.S. Large Cap Multifactor Index ETF Fund S000057200 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	4,216	0.01%	+304	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
14	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	514,815	1.42%	-22,025	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	199,400	0.55%	-9,300	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
14.2	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	120,300	0.33%	-4,200	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
14.3	PRIMECAP Odyssey Stock Fund Fund S000005539 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	89,530	0.25%	-3,200	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
14.4	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	64,920	0.18%	-2,100	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
15	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	506,330	1.40%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	488,367	1.35%	+12,642	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	467,076	1.29%	+50,738	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	179,613	0.50%	-10,383	Aug 31, 2026	Fidelity Concord Street Trust, not summed
17.2	Select Defense and Aerospace Portfolio Fund S000007456 · Registered fund · Aug 31, 2026 Fidelity Select Portfolios, not summed	176,700	0.49%	-4,100	Aug 31, 2026	Fidelity Select Portfolios, not summed
17.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	139,624	0.38%	+3,416	Jul 31, 2026	Fidelity Salem Street Trust, not summed
17.4	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	114,500	0.32%	+12,600	Jul 31, 2026	Fidelity Concord Street Trust, not summed
17.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	70,455	0.19%	+775	Aug 31, 2026	Fidelity Concord Street Trust, not summed
18	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	423,655	1.17%	+12,217	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	420,869	1.16%	+6,196	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	115	0.00%	—	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
19.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	62	0.00%	—	Jul 31, 2026	E Trade Trust, not summed
19.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	54	0.00%	+10	Jul 31, 2026	E Trade Trust, not summed
19.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	15	0.00%	—	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., 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	349,007	0.96%	+15,587	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	102,183	0.28%	+2,485	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	89,514	0.25%	+11,306	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	39,169	0.11%	+590	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	37,044	0.10%	-839	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	22,243	0.06%	+612	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	345,722	0.95%	-11,196	Sep 30, 2026
21.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,019	0.01%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	330,317	0.91%	+12,073	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	24,016	0.07%	+847	Jun 30, 2026	Northern Funds, not summed
22.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	810	0.00%	+40	Jul 31, 2026	FlexShares Trust, not summed
23	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	322,858	0.89%	-67,828	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Heritage Fund Fund S000006206 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	107,776	0.30%	+29,351	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
24	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	317,306	0.87%	+85,237	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	29,000	0.08%	-100	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
24.2	William Blair Large Cap Growth Fund Fund S000008601 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	13,150	0.04%	—	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
24.3	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	4,697	0.01%	-3	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
24.4	William Blair Global Leaders Fund Fund S000019315 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	224	0.00%	—	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
25	Swedbank AB 13F CIK 946431 · Unknown · Sep 30, 2026	299,483	0.83%	+146,263	Sep 30, 2026
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	257,018	0.71%	-22,017	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	14,814	0.04%	-4,731	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
26.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	5,491	0.02%	+791	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
26.3	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	3,982	0.01%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
26.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,332	0.00%	-159	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
26.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	1,245	0.00%	+5	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
27	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Sep 30, 2026	253,383	0.70%	-5,510	Sep 30, 2026
27.1	Allspring Diversified Capital Builder Fund Fund S000029102 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	93,000	0.26%	0	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
27.2	Allspring Growth Fund Fund S000007267 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	53,899	0.15%	-1,798	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
27.3	Allspring SMID Cap Growth Fund Fund S000007345 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	18,296	0.05%	-7,655	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
27.4	Allspring Mid Cap Growth Fund Fund S000007346 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	16,952	0.05%	-2,158	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
27.5	Allspring Innovation Fund Fund S000007340 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	13,729	0.04%	0	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
28	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	236,233	0.65%	+7,180	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	229,123	0.63%	+3,364	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	31,618	0.09%	+3,090	Jun 30, 2026	Driehaus Mutual Funds, not summed
29.2	Driehaus Small/Mid Cap Growth Fund Fund S000068519 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	2,604	0.01%	+114	Jun 30, 2026	Driehaus Mutual Funds, not summed
29.3	Driehaus Global Fund Fund S000056073 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	1,017	0.00%	0	Jun 30, 2026	Driehaus Mutual Funds, not summed
30	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	220,464	0.61%	+8,943	Sep 30, 2026
30.1	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	37,136	0.10%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
30.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	34,513	0.10%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
30.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	20,632	0.06%	+4,813	Jul 31, 2026	Dimensional ETF Trust, not summed
30.4	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	11,538	0.03%	+577	Jul 31, 2026	Dimensional ETF Trust, not summed
30.5	Dimensional US Core Equity Market ETF Fund S000069432 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	7,001	0.02%	+826	Jul 31, 2026	Dimensional ETF Trust, not summed
31	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	209,694	0.58%	-19,497	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	AB DISCOVERY GROWTH FUND, INC. Fund S000010117 · Registered fund · Jun 30, 2026 AB DISCOVERY GROWTH FUND, INC., not summed	43,992	0.12%	-883	Jun 30, 2026	AB DISCOVERY GROWTH FUND, INC., not summed
31.2	AB RELATIVE VALUE FUND, INC. Fund S000010080 · Registered fund · Jun 30, 2026 AB RELATIVE VALUE FUND, INC., not summed	15,705	0.04%	0	Jun 30, 2026	AB RELATIVE VALUE FUND, INC., not summed
31.3	AB Relative Value Portfolio Fund S000010448 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	9,119	0.03%	0	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
31.4	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	364	0.00%	+21	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
31.5	Overlay A Portfolio Fund S000027647 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	184	0.00%	+45	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
32	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	208,460	0.57%	+21,582	Jun 30, 2026	carried, not yet filed for the newest quarter
33	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	205,291	0.57%	+8,568	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	27,973	0.08%	-13,140	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
33.2	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	27,167	0.07%	+15,767	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
33.3	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	25,139	0.07%	-18,960	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
33.4	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	10,417	0.03%	-2,354	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
33.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	5,165	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
34	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	201,666	0.56%	-4,355	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	First Trust Indxx Aerospace & Defense ETF Fund S000077603 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	30,741	0.08%	-39,639	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
34.2	First Trust BuyWrite Income ETF Fund S000040302 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	18,130	0.05%	+780	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
34.3	First Trust Large Cap Growth AlphaDEX Fund Fund S000017341 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	13,566	0.04%	-1,254	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
34.4	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	8,937	0.02%	+2,841	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
34.5	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	7,438	0.02%	+223	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
35	BLAIR WILLIAM & CO/IL 13F CIK 902367 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	185,609	0.51%	+18,582	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	183,633	0.51%	+50,626	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	182,987	0.50%	+19,809	Jun 30, 2026	carried, not yet filed for the newest quarter
38	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	177,023	0.49%	+27,441	Jun 30, 2026	carried, not yet filed for the newest quarter
39	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	163,744	0.45%	-15,477	Jun 30, 2026	carried, not yet filed for the newest quarter
40	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	155,176	0.43%	-43,582	Sep 30, 2026
40.1	Congress Mid Cap Growth Fund Fund S000038711 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	41,407	0.11%	0	Jul 31, 2026	Professionally Managed Portfolios, not summed
40.2	Congress SMid Growth ETF Fund S000081384 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	26,512	0.07%	+228	Jul 31, 2026	Professionally Managed Portfolios, not summed
41	AXIOM INVESTORS LLC /DE 13F CIK 1109147 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	154,908	0.43%	+1,599	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	154,784	0.43%	-2,368	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Victory RS Global Fund Fund S000053563 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	32,026	0.09%	0	Jun 30, 2026	Victory Portfolios, not summed
42.2	Victory World Equity Fund Fund S000012923 · Registered fund · Aug 31, 2026 Victory Portfolios III, not summed	16,127	0.04%	-1,610	Aug 31, 2026	Victory Portfolios III, not summed
42.3	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	8,620	0.02%	-44	Jul 31, 2026	Victory Portfolios III, not summed
42.4	VictoryShares Dividend Accelerator ETF Fund S000056886 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	4,012	0.01%	—	Jun 30, 2026	Victory Portfolios II, not summed
42.5	VictoryShares US 500 Volatility Wtd ETF Fund S000044749 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	1,372	0.00%	-62	Jun 30, 2026	Victory Portfolios II, not summed
43	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	154,668	0.43%	+49,907	Jun 30, 2026	carried, not yet filed for the newest quarter
44	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	153,588	0.42%	+25,681	Jun 30, 2026	carried, not yet filed for the newest quarter
45	TimesSquare Capital Management, LLC 13F CIK 1313816 · Registered investment adviser · Sep 30, 2026	152,917	0.42%	-11,611	Sep 30, 2026
46	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	151,760	0.42%	-6,525	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Columbia Acorn Fund Fund S000009184 · Registered fund · Jun 30, 2026 COLUMBIA ACORN TRUST, not summed	60,822	0.17%	-5,003	Jun 30, 2026	COLUMBIA ACORN TRUST, not summed
46.2	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	25,093	0.07%	-1,242	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
46.3	Columbia Variable Portfolio - Acorn Fund Fund S000008981 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed	11,794	0.03%	-860	Jun 30, 2026	COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed
47	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	148,589	0.41%	-3,435	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Cardano Risk Management B.V. 13F CIK 1619124 · Unknown · Sep 30, 2026	147,218	0.41%	+4,282	Sep 30, 2026
49	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Sep 30, 2026	138,030	0.38%	-64,232	Sep 30, 2026
50	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	136,358	0.38%	+18,676	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 26324 CUSIP 231561101 13F (30d) 410 filings 373 filers Visit website Investor relations