The Carlyle Group Inc. Common Stock · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $5.85M | 0.02% | 120,835 NS | $30.28B | FIGI |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $5.84M | 0.39% | 120,684 NS | $1.50B | FIGI |
| LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $5.83M | 0.49% | 120,403 NS | $1.19B | FIGI |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | — | $5.82M | 0.39% | 120,365 NS | $1.50B | FIGI |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | JHMM | $5.10M | 0.10% | 105,387 NS | $4.89B | FIGI |
| VIP Balanced Portfolio Variable Insurance Products Fund III | — | $4.94M | 0.06% | 102,100 NS | $8.04B | FIGI |
| Columbia Variable Portfolio - Select Mid Cap … Columbia Funds Variable Series Trust II | — | $4.79M | 1.86% | 99,079 NS | $257.93M | FIGI |
| iShares Russell 2500 ETF iShares Trust | SMMD | $4.74M | 0.18% | 97,887 NS | $2.59B | FIGI |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | — | $4.73M | 0.39% | 97,823 NS | $1.22B | FIGI |
| VictoryShares US EQ Income Enhanced Volatilit… Victory Portfolios II | CDC | $4.54M | 0.63% | 93,885 NS | $722.15M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $4.52M | 0.17% | 93,312 NS | $2.63B | FIGI |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | — | $4.46M | 0.38% | 92,174 NS | $1.17B | FIGI |
| LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $4.45M | 0.66% | 92,025 NS | $670.85M | FIGI |
| MFS Mid Cap Growth Series MFS VARIABLE INSURANCE TRUST | — | $4.41M | 1.38% | 91,216 NS | $319.40M | FIGI |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | — | $4.39M | 0.39% | 90,748 NS | $1.11B | FIGI |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | — | $4.28M | 0.10% | 88,400 NS | $4.50B | FIGI |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | — | $4.26M | 0.38% | 88,066 NS | $1.13B | FIGI |
| Sit Mid Cap Growth Fund SIT MID CAP GROWTH FUND INC | — | $4.15M | 2.00% | 85,700 NS | $207.34M | FIGI |
| iShares Core S&P U.S. Growth ETF iShares Trust | IUSG | $4.12M | 0.02% | 85,207 NS | $25.97B | FIGI |
| Frontier Mid Cap Growth Portfolio Brighthouse Funds Trust II | — | $4.08M | 0.43% | 84,303 NS | $954.38M | FIGI |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $3.68M | 0.39% | 75,986 NS | $937.53M | FIGI |
| William Blair Growth Fund WILLIAM BLAIR FUNDS | — | $3.61M | 1.87% | 74,643 NS | $193.52M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $3.42M | 0.02% | 70,591 NS | $17.05B | FIGI |
| William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS | — | $3.36M | 1.48% | 69,352 NS | $226.16M | FIGI |
| Financial Industries Trust John Hancock Variable Insurance Trust | — | $3.16M | 2.60% | 65,306 NS | $121.58M | FIGI |
| MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | — | $2.98M | 0.50% | 61,624 NS | $591.45M | FIGI |
| MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS | — | $2.94M | 0.11% | 60,809 NS | $2.75B | FIGI |
| Thrivent Mid Cap Value ETF Thrivent ETF Trust | TMVE | $2.84M | 1.00% | 58,717 NS | $284.45M | FIGI |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | — | $2.83M | 0.37% | 58,526 NS | $759.28M | FIGI |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $2.83M | 0.39% | 58,466 NS | $719.76M | FIGI |
| NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust | — | $2.77M | 0.49% | 57,223 NS | $563.07M | FIGI |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | DLN | $2.63M | 0.05% | 54,356 NS | $5.65B | FIGI |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | JMEE | $2.61M | 0.11% | 53,974 NS | $2.38B | FIGI |
| VictoryShares US Large Cap High Div Volatilit… Victory Portfolios II | CDL | $2.37M | 0.63% | 48,951 NS | $376.61M | FIGI |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | — | $2.31M | 0.38% | 47,805 NS | $613.37M | FIGI |
| Calvert U.S. Large Cap Value Responsible Inde… Calvert Responsible Index Series, Inc. | — | $2.20M | 0.12% | 45,490 NS | $1.82B | FIGI |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | — | $2.15M | 0.13% | 44,459 NS | $1.67B | FIGI |
| VanEck Morningstar SMID Moat ETF VanEck ETF Trust | SMOT | $2.10M | 0.66% | 43,310 NS | $319.36M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $2.08M | 0.02% | 42,949 NS | $11.74B | FIGI |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | — | $2.03M | 0.01% | 41,849 NS | $30.85B | FIGI |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund… | — | $1.98M | 0.39% | 40,921 NS | $506.96M | FIGI |
| Miller Income Fund Advisor Managed Portfolios | — | $1.94M | 1.12% | 40,000 NS | $172.24M | FIGI |
| VIP Financials Portfolio Variable Insurance Products Fund IV | — | $1.93M | 0.71% | 39,800 NS | $272.18M | FIGI |
| JNL/Mellon Financial Sector Fund JNL Series Trust | — | $1.86M | 0.14% | 38,404 NS | $1.35B | FIGI |
| Sit Dividend Growth Fund SIT MUTUAL FUNDS INC | — | $1.78M | 0.80% | 36,850 NS | $223.54M | FIGI |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | — | $1.78M | 0.40% | 36,783 NS | $448.48M | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $1.69M | 0.17% | 34,847 NS | $1.00B | FIGI |
| Calvert U.S. Large Cap Core Responsible Index… Calvert Responsible Index Series, Inc. | — | $1.67M | 0.03% | 34,459 NS | $5.55B | FIGI |
| Six Circles Managed Equity Portfolio U.S. Unc… SIX CIRCLES TRUST | — | $1.61M | 0.01% | 33,338 NS | $27.78B | FIGI |
| First Trust Dorsey Wright Momentum & Dividend… First Trust Exchange-Traded Fund VI | DDIV | $1.60M | 2.55% | 33,027 NS | $62.72M | FIGI |