The Carlyle Group Inc. Common Stock · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | IJH | $415.74M | 0.39% | 8,591,538 NS | $106.05B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $387.90M | 0.02% | 8,016,209 NS | $1.99T | FIGI |
| Oakmark Fund HARRIS ASSOCIATES INVESTMENT TRUST | — | $325.00M | 1.33% | 6,716,200 NS | $24.44B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $281.50M | 0.17% | 5,817,412 NS | $164.60B | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $179.25M | 0.30% | 3,704,371 NS | $60.64B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $140.18M | 0.17% | 2,896,786 NS | $81.50B | FIGI |
| State Street SPDR S&P MidCap 400SM ETF Trust — | — | $94.64M | 0.39% | 1,955,840 NS | $24.22B | FIGI |
| Ariel Fund Ariel Investment Trust | — | $83.29M | 3.25% | 1,721,271 NS | $2.56B | FIGI |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | — | $80.95M | 0.51% | 1,672,832 NS | $15.99B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 400(TM)… SPDR SERIES TRUST | SPMD | $61.34M | 0.39% | 1,267,670 NS | $15.63B | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $48.26M | 0.10% | 997,325 NS | $48.22B | FIGI |
| Columbia Acorn Fund COLUMBIA ACORN TRUST | — | $46.01M | 2.05% | 950,835 NS | $2.25B | FIGI |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | IJJ | $38.92M | 0.49% | 804,375 NS | $7.98B | FIGI |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | IJK | $29.74M | 0.30% | 614,618 NS | $9.91B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $29.09M | 0.04% | 601,055 NS | $69.79B | FIGI |
| William Blair Large Cap Growth Fund WILLIAM BLAIR FUNDS | — | $28.44M | 1.56% | 587,657 NS | $1.82B | FIGI |
| ACAP Strategic Fund — | — | $24.45M | 0.24% | 505,300 NS | $10.35B | FIGI |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | — | $19.61M | 0.10% | 405,300 NS | $20.34B | FIGI |
| Ariel Appreciation Fund Ariel Investment Trust | — | $19.07M | 2.18% | 394,133 NS | $874.98M | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $18.20M | 0.13% | 376,211 NS | $14.16B | FIGI |
| Natixis Oakmark Fund Natixis Funds Trust II | — | $16.44M | 1.52% | 339,784 NS | $1.08B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $16.08M | 0.02% | 332,308 NS | $79.62B | FIGI |
| Advantage Advisers Xanthus Fund, L.L.C. — | — | $15.53M | 0.52% | 321,007 NS | $2.96B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $15.42M | 0.01% | 318,680 NS | $129.17B | FIGI |
| William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | — | $15.36M | 1.36% | 317,493 NS | $1.13B | FIGI |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | — | $15.36M | 0.13% | 317,353 NS | $11.40B | FIGI |
| WisdomTree U.S. Value Fund WisdomTree Trust | WTV | $14.20M | 0.55% | 293,490 NS | $2.60B | FIGI |
| JNL Mid Cap Index Fund JNL Series Trust | — | $12.67M | 0.39% | 261,838 NS | $3.26B | FIGI |
| College Retirement Equities Fund - Global Equ… College Retirement Equities Fund | — | $12.06M | 0.04% | 249,243 NS | $33.37B | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYV | $11.80M | 0.49% | 243,930 NS | $2.41B | FIGI |
| Brown Advisory - Beutel Goodman Large-Cap Val… Brown Advisory Funds | — | $10.61M | 1.06% | 219,322 NS | $1.00B | FIGI |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | — | $10.29M | 0.39% | 212,703 NS | $2.64B | FIGI |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | — | $9.34M | 0.50% | 193,001 NS | $1.85B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $8.99M | 0.02% | 185,731 NS | $42.78B | FIGI |
| Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | — | $8.82M | 2.04% | 182,369 NS | $433.48M | FIGI |
| BlackRock Enhanced Equity Dividend Trust — | — | $8.49M | 0.51% | 175,503 NS | $1.66B | FIGI |
| VanEck Alternative Asset Manager ETF VanEck ETF Trust | GPZ | $7.95M | 4.48% | 164,339 NS | $177.56M | FIGI |
| Mid Cap Index Fund Northern Funds | — | $7.91M | 0.39% | 163,392 NS | $2.05B | FIGI |
| LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $7.60M | 1.19% | 157,000 NS | $637.34M | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $7.54M | 0.02% | 155,826 NS | $36.29B | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYG | $7.46M | 0.30% | 154,081 NS | $2.48B | FIGI |
| EQ/MFS Mid Cap Focused Growth Portfolio EQ Advisors Trust | — | $7.28M | 1.49% | 150,443 NS | $489.01M | FIGI |
| John Hancock Financial Opportunities Fund — | — | $7.08M | 1.00% | 146,317 NS | $705.77M | FIGI |
| DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $6.93M | 0.50% | 143,300 NS | $1.40B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $6.88M | 0.01% | 142,168 NS | $58.89B | FIGI |
| State Street(R) SPDR(R) S&P(R) Capital Market… SPDR SERIES TRUST | KCE | $6.83M | 1.64% | 141,217 NS | $416.16M | FIGI |
| LVIP BlackRock Dividend Value Managed Volatil… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $6.81M | 0.35% | 140,696 NS | $1.92B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $6.56M | 0.03% | 135,555 NS | $24.08B | FIGI |
| CAZ GP Stakes Fund — | — | $6.28M | 4.16% | 129,700 NS | $150.89M | FIGI |
| GROWTH EQUITY FUND GuideStone Funds | — | $5.88M | 0.43% | 121,524 NS | $1.38B | FIGI |