The Carlyle Group Inc. Common Stock · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| EQ/Common Stock Index Portfolio EQ Advisors Trust | — | $1.55M | 0.02% | 32,000 NS | $7.43B | FIGI |
| State Street(R) SPDR(R) Russell 1000 Yield Fo… SPDR SERIES TRUST | ONEY | $1.43M | 0.17% | 29,651 NS | $848.45M | FIGI |
| BlackRock Equity Dividend V.I. Fund BlackRock Variable Series Funds, Inc. | — | $1.41M | 0.49% | 29,100 NS | $286.35M | FIGI |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | — | $1.39M | 0.23% | 28,643 NS | $596.62M | FIGI |
| EQ/Fidelity Institutional AM Large Cap Portfo… EQ Advisors Trust | — | $1.38M | 0.10% | 28,600 NS | $1.40B | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $1.37M | 0.03% | 28,272 NS | $5.26B | FIGI |
| BlackRock Basic Value V.I. Fund BlackRock Variable Series Funds, Inc. | — | $1.35M | 0.44% | 27,816 NS | $303.20M | FIGI |
| M Capital Appreciation Fund M FUND INC | — | $1.24M | 0.47% | 25,579 NS | $262.64M | FIGI |
| Goldman Sachs U.S. Equity Dividend and Premiu… GOLDMAN SACHS TRUST | — | $1.13M | 0.03% | 23,400 NS | $3.50B | FIGI |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | — | $1.09M | 0.37% | 22,541 NS | $295.38M | FIGI |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $1.05M | 0.28% | 21,727 NS | $373.51M | FIGI |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | — | $1.01M | 0.10% | 20,925 NS | $1.02B | FIGI |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | — | $966.3K | 0.06% | 19,968 NS | $1.50B | FIGI |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | — | $925.6K | 0.38% | 19,127 NS | $241.27M | FIGI |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | — | $838.4K | 0.18% | 17,326 NS | $460.74M | FIGI |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | DTD | $834.2K | 0.06% | 17,239 NS | $1.49B | FIGI |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | CFA | $789.1K | 0.15% | 16,308 NS | $517.25M | FIGI |
| MML Equity Fund MML Series Investment Fund II | — | $774.2K | 0.09% | 16,000 NS | $900.15M | FIGI |
| NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | — | $774.0K | 0.48% | 15,995 NS | $160.16M | FIGI |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | — | $771.9K | 0.02% | 15,952 NS | $4.47B | FIGI |
| Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust | — | $764.8K | 0.48% | 15,805 NS | $159.23M | FIGI |
| EQ/Large Cap Value Managed Volatility Portfol… EQ Advisors Trust | — | $758.2K | 0.02% | 15,669 NS | $3.47B | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $710.4K | 0.04% | 14,680 NS | $1.65B | FIGI |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $631.9K | 0.10% | 13,058 NS | $636.65M | FIGI |
| VictoryShares US 500 Enhanced Volatility Wtd … Victory Portfolios II | CFO | $605.7K | 0.15% | 12,517 NS | $397.01M | FIGI |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | — | $592.6K | 0.08% | 12,247 NS | $755.81M | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $556.4K | 0.05% | 11,498 NS | $1.23B | FIGI |
| Oakmark Global Large Cap ETF Harris Oakmark ETF Trust | OAKG | $552.9K | 1.61% | 11,425 NS | $34.43M | FIGI |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $543.9K | 0.00% | 11,239 NS | $25.99B | FIGI |
| Catalyst/SMH Total Return Income Fund MUTUAL FUND SERIES TRUST | — | $532.3K | 2.63% | 11,000 NS | $20.21M | FIGI |
| THRIVENT MID CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. | — | $499.1K | 1.00% | 10,314 NS | $49.85M | FIGI |
| First Trust Dorsey Wright Momentum & Value ETF First Trust Exchange-Traded Fund VI | DVLU | $491.1K | 1.20% | 10,148 NS | $41.07M | FIGI |
| Calvert U.S. Mid Cap Core Responsible Index F… Calvert Responsible Index Series, Inc. | — | $484.3K | 0.11% | 10,008 NS | $425.33M | FIGI |
| JNL/Morningstar SMID Moat Focus Index Fund JNL Series Trust | — | $469.0K | 0.65% | 9,692 NS | $71.80M | FIGI |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | EPS | $461.4K | 0.03% | 9,534 NS | $1.34B | FIGI |
| NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | — | $450.0K | 0.92% | 9,299 NS | $49.17M | FIGI |
| JNL/Morningstar PitchBook Listed Private Equi… JNL Series Trust | — | $448.4K | 3.06% | 9,267 NS | $14.65M | FIGI |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $446.5K | 0.06% | 9,227 NS | $722.25M | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $408.1K | 0.05% | 8,434 NS | $876.76M | FIGI |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | — | $403.9K | 0.04% | 8,346 NS | $980.51M | FIGI |
| Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC | — | $390.7K | 0.82% | 8,075 NS | $47.67M | FIGI |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | — | $376.8K | 0.21% | 7,787 NS | $182.09M | FIGI |
| Schwab Ariel Opportunities ETF SCHWAB STRATEGIC TRUST | — | $373.5K | 1.62% | 7,719 NS | $22.99M | FIGI |
| MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS | — | $367.8K | 0.08% | 7,600 NS | $436.61M | FIGI |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $354.9K | 0.04% | 7,335 NS | $901.68M | FIGI |
| WisdomTree U.S. Efficient Core Fund WisdomTree Trust | NTSX | $347.9K | 0.03% | 7,189 NS | $1.20B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $347.8K | 0.00% | 7,188 NS | $9.06B | FIGI |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | JHML | $340.1K | 0.03% | 7,029 NS | $1.02B | FIGI |
| NAA MID GROWTH FUND New Age Alpha Funds Trust | — | $325.0K | 0.48% | 6,716 NS | $67.70M | FIGI |
| John Hancock Diversified Income Fund — | — | $321.5K | 0.22% | 6,643 NS | $143.93M | FIGI |