SARO · StandardAero, Inc. · Shareholders & Ownership

$21.86 +0.43 (+2.01%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$7.09B

330.92M

Volume · Oct 21 55.61K Avg daily vol (3M) 3.59M

Every disclosed holder of SARO 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 SARO

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)	365	360,531,407	108.95%	Yes
Insiders (Forms 3, 4, 5)	17	24,365,874	7.36%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	53,977,850	-16.31%	Negative
Registered funds (N-PORT, not summed)	401	142,482,797	43.06%	No

Shares outstanding: 330,919,431, 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 SARO

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	Carlyle Group Inc. 13F CIK 1527166 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	84,587,035	25.56%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Carlyle Group Inc. Insider CIK 1527166 · Feb 26, 2026 10% Owner, issuer-wide, not summed	84,587,035	25.56%	-19,840,268	Feb 26, 2026	10% Owner, issuer-wide, not summed
2	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	45,316,694	13.69%	+6,270,976	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	PRICE T ROWE ASSOCIATES INC /MD/ 13G CIK 80255 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	45,316,771	13.69%	+6,271,130	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	8,677,881	2.62%	+32,599	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
2.3	T. Rowe Price Large-Cap Growth Fund Fund S000002095 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	4,814,089	1.45%	+1,280,084	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
2.4	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	3,040,641	0.92%	-2,550,459	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
2.5	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	2,533,000	0.77%	+545,000	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	21,602,404	6.53%	-184,727	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,486,535	1.96%	+207,337	Jun 30, 2026	iShares Trust, not summed
3.2	iShares U.S. Aerospace & Defense ETF Fund S000009423 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,922,149	0.58%	-233,550	Jun 30, 2026	iShares Trust, not summed
3.3	BlackRock Event Driven Equity Fund Fund S000018499 · Registered fund · May 29, 2026 BlackRock Large Cap Series Funds, Inc., not summed	1,071,068	0.32%	+393,515	May 29, 2026	BlackRock Large Cap Series Funds, Inc., not summed
3.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	937,318	0.28%	+56,103	Jun 30, 2026	iShares Trust, not summed
3.5	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	705,371	0.21%	-8,755	Jun 30, 2026	iShares Trust, not summed
4	GIC Private Ltd 13G CIK 936828 · Unknown · Mar 31, 2026 Rule 13d-1(d), exempt investor, not summed	19,094,140	5.77%	-15,369,493	Mar 31, 2026	Rule 13d-1(d), exempt investor, not summed
4.1	GIC Private Ltd Insider CIK 936828 · Jan 29, 2026 10% Owner, issuer-wide	23,572,756	7.12%	-10,890,877	Jan 29, 2026	10% Owner, issuer-wide
5	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	15,225,314	4.60%	+143,798	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Allspring Special Mid Cap Value Fund Fund S000007349 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	10,350,947	3.13%	+737,647	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
5.2	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	1,137,686	0.34%	+364,886	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
5.3	Allspring Common Stock Fund Fund S000007339 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	279,279	0.08%	—	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
5.4	Allspring Small Company Growth Fund Fund S000007361 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	111,337	0.03%	+23,986	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
5.5	Allspring Special Global Small Cap Fund Fund S000029113 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	52,835	0.02%	-1,814	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	13,031,046	3.94%	+356,078	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF Fund S000012318 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	6,722,284	2.03%	+32,380	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	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	958,972	0.29%	+31,598	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	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	181,636	0.05%	+2,646	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	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	110,027	0.03%	-391	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	81,800	0.02%	+1,600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	12,265,391	3.71%	+225,054	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	512,617	0.15%	+13,005	Jun 30, 2026	Janus Aspen Series, not summed
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,530,153	3.18%	+2,746,881	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,972,706	3.01%	+2,797,506	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,842,209	2.97%	+334,763	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	7,120,000	2.15%	+230,000	Jun 30, 2026	Victory Portfolios, not summed
10.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	28,543	0.01%	+278	Jul 31, 2026	Victory Portfolios III, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,914,027	2.39%	+2,613,412	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	7,337,516	2.22%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
13	River Road Asset Management, LLC 13F CIK 1341401 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,581,400	1.99%	+6,581,400	Jun 30, 2026	carried, not yet filed for the newest quarter
14	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,521,508	1.97%	-6,824,488	Jun 30, 2026	carried, not yet filed for the newest quarter
15	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,235,322	1.88%	+2,762,384	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	6,085,562	1.84%	0	Jun 30, 2026	Janus Investment Fund, not summed
17	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,004,626	1.81%	+1,205,772	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	1,143,731	0.35%	0	Jul 31, 2026	Old Westbury Funds Inc, not summed
17.2	Old Westbury All Cap Core Fund Fund S000001859 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	661,899	0.20%	0	Jul 31, 2026	Old Westbury Funds Inc, not summed
17.3	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	88,244	0.03%	+11,069	Jul 31, 2026	Old Westbury Funds Inc, not summed
18	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,980,548	1.81%	+2,477,867	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,720,513	1.73%	+1,886,113	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,058,565	1.53%	+5,058,565	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Findlay Park Partners LLP 13F CIK 1351950 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,032,523	1.52%	+948,082	Jun 30, 2026	carried, not yet filed for the newest quarter
22	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,435,435	1.34%	+2,996,014	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	36,800	0.01%	+7,200	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
22.2	New Covenant Growth Fund Fund S000024941 · Registered fund · Jun 30, 2026 NEW COVENANT FUNDS, not summed	4,500	0.00%	—	Jun 30, 2026	NEW COVENANT FUNDS, not summed
22.3	SIIT LARGE CAP INDEX FUND Fund S000006768 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	4,200	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
22.4	AMT Diversified Equity Fund Fund S000073478 · Registered fund · Jul 31, 2026 ADVISER MANAGED TRUST, not summed	1,120	0.00%	0	Jul 31, 2026	ADVISER MANAGED TRUST, not summed
23	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,210,240	1.27%	-3,960,226	Jun 30, 2026	carried, not yet filed for the newest quarter
24	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,034,692	1.22%	+2,697,861	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	763,935	0.23%	+419,309	Jul 31, 2026	Dimensional ETF Trust, not summed
24.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	727,794	0.22%	+662,066	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	528,096	0.16%	+182,422	Jul 31, 2026	Dimensional ETF Trust, not summed
24.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	302,797	0.09%	+164,431	Jul 31, 2026	Dimensional ETF Trust, not summed
24.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	279,166	0.08%	+269,958	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
25	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,789,757	1.15%	+298,939	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Invesco Aerospace & Defense ETF Fund S000003039 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,444,246	0.74%	+99,471	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.2	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	804,450	0.24%	+107,115	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
25.3	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	100,839	0.03%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.4	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	89,964	0.03%	+27,247	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.5	Invesco V.I. Main Street Mid Cap Fund Fund S000000184 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	50,887	0.02%	+7,574	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
26	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,727,637	1.13%	+45,181	Jun 30, 2026	carried, not yet filed for the newest quarter
27	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,699,843	1.12%	-136,510	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Select Defense and Aerospace Portfolio Fund S000007456 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	2,066,500	0.62%	-74,300	May 31, 2026	Fidelity Select Portfolios, not summed
27.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	976,659	0.30%	-31,120	May 31, 2026	Fidelity Concord Street Trust, not summed
27.3	Fidelity Advisor Industrials Fund Fund S000005325 · Registered fund · Jul 31, 2026 Fidelity Advisor Series VII, not summed	878,030	0.27%	-59,500	Jul 31, 2026	Fidelity Advisor Series VII, not summed
27.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	864,833	0.26%	+18,164	Jul 31, 2026	Fidelity Salem Street Trust, not summed
27.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	358,249	0.11%	-1,672	May 31, 2026	Fidelity Concord Street Trust, not summed
28	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,293,227	1.00%	+1,148,842	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,129,912	0.95%	+3,129,912	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	2,871,899	0.87%	-1,517,840	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
31	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,788,982	0.84%	+1,161,864	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	171	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
32	PARNASSUS INVESTMENTS, LLC 13F CIK 948669 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,641,574	0.80%	+14,354	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Parnassus Mid Cap Fund Fund S000000853 · Registered fund · Jun 30, 2026 Parnassus Funds, not summed	1,788,281	0.54%	+84,938	Jun 30, 2026	Parnassus Funds, not summed
32.2	Parnassus Mid Cap Growth Fund Fund S000000852 · Registered fund · Jun 30, 2026 Parnassus Funds, not summed	825,025	0.25%	-21,971	Jun 30, 2026	Parnassus Funds, not summed
32.3	Parnassus Growth Equity Fund Fund S000079321 · Registered fund · Jun 30, 2026 Parnassus Funds, not summed	28,268	0.01%	-23,791	Jun 30, 2026	Parnassus Funds, not summed
33	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,611,830	0.79%	-252,808	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Brown Advisory Small-Cap Growth Fund Fund S000038483 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	435,659	0.13%	-82,040	Jun 30, 2026	Brown Advisory Funds, not summed
33.2	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	40,450	0.01%	-16,278	Jun 30, 2026	Brown Advisory Funds, not summed
34	M.D. Sass, LLC 13F CIK 922940 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,346,749	0.71%	+197,069	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,173,971	0.66%	+58,124	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
36	FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Fund S000060086 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	2,065,000	0.62%	—	Jun 30, 2026	Capitol Series Trust, not summed
37	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,910,754	0.58%	-331,009	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Carillon Eagle Mid Cap Growth Fund Fund S000008481 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	1,209,941	0.37%	-429,712	Jun 30, 2026	Carillon Series Trust, not summed
38	Janus Henderson Triton Fund Fund S000010485 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	1,724,584	0.52%	+28,154	Jun 30, 2026	Janus Investment Fund, not summed
39	Bridge Builder Large Cap Growth Fund Fund S000048334 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	1,632,202	0.49%	+521,154	Jun 30, 2026	Bridge Builder Trust, not summed
40	DAVIDSON INVESTMENT ADVISORS 13F CIK 1140771 · Registered investment adviser · Sep 30, 2026	1,617,255	0.49%	+885,764	Sep 30, 2026
41	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,579,610	0.48%	-1,665,487	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	1,130,349	0.34%	-13,537	Jun 30, 2026	MFS SERIES TRUST XI, not summed
41.2	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	506,496	0.15%	-51,419	May 31, 2026	MFS SERIES TRUST XIII, not summed
41.3	MFS New Discovery Fund Fund S000000765 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	345,690	0.10%	-298,309	May 31, 2026	MFS SERIES TRUST I, not summed
41.4	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	41,287	0.01%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
41.5	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	23,927	0.01%	-927	May 31, 2026	MFS SERIES TRUST X, not summed
42	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,578,131	0.48%	+464,216	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Kennedy Capital ESG SMID Cap Fund Fund S000063803 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	40,714	0.01%	+5,728	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
42.2	Kennedy Capital Small Cap Growth Fund Fund S000076117 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	379	0.00%	+174	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
43	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,526,019	0.46%	+76,425	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	123,226	0.04%	+5,221	Jun 30, 2026	Northern Funds, not summed
43.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	13,430	0.00%	+8,964	Jul 31, 2026	FlexShares Trust, not summed
44	Verbena Value LP 13F CIK 2082932 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,521,900	0.46%	+632,300	Jun 30, 2026	carried, not yet filed for the newest quarter
45	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,491,809	0.45%	+651,375	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	16,173	0.00%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
45.2	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	15,845	0.00%	-1,079	Jul 31, 2026	Goldman Sachs Trust II, not summed
45.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	7,497	0.00%	+2,523	May 31, 2026	Goldman Sachs ETF Trust II, not summed
45.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	2,541	0.00%	+883	May 31, 2026	Goldman Sachs ETF Trust, not summed
45.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,809	0.00%	+411	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
46	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,491,034	0.45%	+134,653	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	512,963	0.16%	-9,127	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
46.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	204,338	0.06%	+5,588	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
46.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	113,994	0.03%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
46.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	113,560	0.03%	+1,437	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
46.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	94,223	0.03%	-7,289	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
47	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,449,333	0.44%	+1,449,333	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,250,693	0.38%	+81,784	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,103,475	0.33%	-10,788	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	39,793	0.01%	+13,068	Jul 31, 2026	BNY Mellon ETF Trust, not summed
50	Burkehill Global Management, LP 13F CIK 1904549 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,000,000	0.30%	-899,646	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 2025410 CUSIP 85423L103 13F (30d) 39 filings 36 filers Visit website Investor relations