Funds holding Carlisle Cos Inc
581 funds declare a position · 179 ETFs and 402 other funds · 5.8B $· 1.3B SEK· 8.8M € · US1423391002
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF iShares Trust | 1,350,531 | 450.6M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,296,707 | 432.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 3 | Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 1,238,808 | 413.3M $ | 4.20 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 942,733 | 314.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 5 | Franklin Rising Dividends Fund Franklin Managed Trust | 665,000 | 221.9M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 6 | First Eagle Global Fund First Eagle Funds | 635,394 | 225.7M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 7 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 600,299 | 200.3M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 455,218 | 151.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 9 | Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 400,295 | 142.2M $ | 2.74 % | as of Apr 30, 2026 · Original filing |
| 10 | State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 337,325 | 112.5M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 11 | Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS | 286,931 | 113.3M $ | 0.91 % | as of Feb 28, 2026 · Original filing |
| 12 | BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. | 271,012 | 107M $ | 0.95 % | as of Feb 28, 2026 · Original filing |
| 13 | Allspring Special Mid Cap Value Fund ALLSPRING FUNDS TRUST | 259,803 | 86.7M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 14 | Disciplined Value Mid Cap Fund John Hancock Funds III | 235,878 | 78.7M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 15 | VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 228,752 | 81.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 16 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 218,374 | 86.2M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 17 | Madison Mid Cap Fund MADISON FUNDS | 215,085 | 76.4M $ | 4.27 % | as of Apr 30, 2026 · Original filing |
| 18 | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 199,267 | 66.5M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 19 | JPMorgan Mid Cap Growth Fund JPMorgan Trust II | 181,144 | 60.4M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 20 | iShares Russell Mid-Cap ETF iShares Trust | 158,089 | 52.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 21 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 153,431 | 54.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 22 | State Street(R) SPDR(R) S&P(R) Homebuilders ETF SPDR SERIES TRUST | 143,640 | 47.9M $ | 3.30 % | as of Mar 31, 2026 · Original filing |
| 23 | iShares MSCI USA Quality Factor ETF iShares Trust | 136,331 | 48.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 24 | FMI Common Stock Fund FMI Funds Inc | 135,000 | 45M $ | 2.57 % | as of Mar 31, 2026 · Original filing |
| 25 | Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 128,650 | 45.7M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 26 | iShares S&P Mid-Cap 400 Value ETF iShares Trust | 118,371 | 39.5M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 27 | Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 117,696 | 41.8M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 28 | Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II | 114,000 | 38M $ | 1.78 % | as of Mar 31, 2026 · Original filing |
| 29 | Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 112,682 | 44.5M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 30 | Janus Henderson Triton Fund JANUS INVESTMENT FUND | 109,926 | 36.7M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 31 | iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 106,535 | 35.5M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 32 | VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 105,270 | 37.4M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| 33 | JNL/Newton Equity Income Fund JNL Series Trust | 104,662 | 34.9M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 34 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 103,911 | 34.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 35 | AP7 Aktiefond Sjunde AP-fonden | 95,220 | 302.6M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 36 | JPMorgan Value Advantage Fund JPMorgan Trust I | 95,212 | 31.8M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 37 | AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust | 90,000 | 30M $ | 3.26 % | as of Mar 31, 2026 · Original filing |
| 38 | Vaughan Nelson Small Cap Fund Natixis Funds Trust I | 89,575 | 29.9M $ | 2.17 % | as of Mar 31, 2026 · Original filing |
| 39 | Janus Henderson Mid Cap Value Fund JANUS INVESTMENT FUND | 84,347 | 28.1M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| 40 | iShares Russell 1000 Value ETF iShares Trust | 83,675 | 27.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 41 | Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 82,061 | 29.2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 42 | Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 79,923 | 31.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 43 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 77,995 | 30.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 44 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 76,816 | 27.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 45 | ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 71,517 | 28.2M $ | 1.60 % | as of Feb 28, 2026 · Original filing |
| 46 | Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB | 69,000 | 219.3M SEK | 2.77 % | as of Mar 31, 2026 · Original filing |
| 47 | First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 67,292 | 22.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 48 | VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 63,446 | 25M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| 49 | iShares U.S. Infrastructure ETF iShares Trust | 62,675 | 20.9M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 50 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 61,627 | 24.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 51 | FMI Large Cap Fund FMI Funds Inc | 60,000 | 20M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| 52 | Nuveen Mid Cap Value Fund TIAA-CREF Funds | 56,369 | 20M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| 53 | WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 55,419 | 18.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 54 | iShares Russell Mid-Cap Value ETF iShares Trust | 52,577 | 17.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 55 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 51,711 | 18.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 56 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 51,248 | 17.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 57 | JNL/JPMorgan MidCap Growth Fund JNL Series Trust | 49,819 | 16.6M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 58 | Allspring Opportunity Fund ALLSPRING FUNDS TRUST | 49,295 | 16.4M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 59 | VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 48,938 | 19.3M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 60 | Swedbank Robur Transfer 80 Swedbank Robur Fonder AB | 48,500 | 154.1M SEK | 0.16 % | as of Mar 31, 2026 · Original filing |
| 61 | JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 47,828 | 17M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 62 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 46,864 | 16.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 63 | Old Westbury All Cap Core Fund Old Westbury Funds Inc | 46,762 | 16.6M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| 64 | Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions | 44,943 | 15M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 65 | iShares Core Dividend Growth ETF iShares Trust | 44,941 | 16M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 66 | Sands Capital Global Growth Fund ADVISORS' INNER CIRCLE FUND | 44,383 | 15.8M $ | 2.02 % | as of Apr 30, 2026 · Original filing |
| 67 | Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 43,640 | 17.2M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| 68 | SmallCap Value Fund II Principal Funds, Inc | 43,495 | 15.5M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| 69 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 42,479 | 16.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 70 | Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 41,484 | 16.4M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| 71 | JNL Mid Cap Index Fund JNL Series Trust | 41,273 | 13.8M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 72 | WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 41,074 | 13.7M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 73 | Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust | 39,155 | 13.1M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 74 | Carillon Scout Mid Cap Fund Carillon Series Trust | 38,426 | 12.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 75 | Fidelity Leveraged Company Stock Fund Fidelity Securities Fund | 38,400 | 13.6M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 76 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 35,970 | 12.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 77 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 35,734 | 11.9M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 78 | BNY Mellon Dynamic Value ETF BNY Mellon ETF Trust II | 35,380 | 12.6M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| 79 | Fidelity Capital and Income Fund Fidelity Summer Street Trust | 35,200 | 12.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 80 | Nuveen Equity Index Fund TIAA-CREF Funds | 34,709 | 12.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 81 | EQ/Mid Cap Index Portfolio EQ Advisors Trust | 33,436 | 11.2M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 82 | Select Construction and Housing Portfolio Fidelity Select Portfolios | 33,420 | 13.2M $ | 1.75 % | as of Feb 28, 2026 · Original filing |
| 83 | iShares Russell Mid-Cap Growth ETF iShares Trust | 32,636 | 10.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 84 | Mid Cap Index Fund VALIC Co I | 31,835 | 12.6M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| 85 | Swedbank Robur Transfer 70 Swedbank Robur Fonder AB | 31,169 | 99.1M SEK | 0.10 % | as of Mar 31, 2026 · Original filing |
| 86 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 31,146 | 10.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 87 | Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 30,784 | 10.9M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| 88 | Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 30,739 | 12.1M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| 89 | iShares Russell 1000 ETF iShares Trust | 29,549 | 9.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 90 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 29,521 | 10.5M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 91 | JNL Multi-Manager Mid Cap Fund JNL Series Trust | 29,251 | 9.8M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 92 | Handelsbanken Fokus 75 Handelsbanken Fonder AB | 27,127 | 86.2M SEK | 0.77 % | as of Mar 31, 2026 · Original filing |
| 93 | Bahl & Gaynor Dividend ETF ETF Series Solutions | 27,118 | 9M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| 94 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 26,594 | 8.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 95 | Mid Cap Index Fund Northern Funds | 25,763 | 8.6M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 96 | NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust | 25,675 | 8.6M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| 97 | Large Cap Index Master Portfolio Master Investment Portfolio | 25,513 | 8.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 98 | Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust | 25,427 | 8.5M $ | 2.49 % | as of Mar 31, 2026 · Original filing |
| 99 | JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 25,116 | 8.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 100 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 24,992 | 9.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
Institutional managers
770 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,242,936 | 1.4B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,745,177 | 915.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,042,304 | 681.4M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,191,660 | 397.6M $ | as of Mar 31, 2026 |
| SANDS CAPITAL MANAGEMENT, LLC | 919,614 | 306.8M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 845,123 | 281.9M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 793,165 | 264.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 774,776 | 257.8M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 668,914 | 223.2M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 603,653 | 201.4M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 595,060 | 193.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 530,758 | 177.1M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 523,387 | 174.6M $ | as of Mar 31, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | 493,744 | 164.7M $ | as of Mar 31, 2026 |
| Madison Asset Management, LLC | 453,813 | 151.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 449,567 | 150M $ | as of Mar 31, 2026 |
| FIRST MANHATTAN CO. LLC. | 444,266 | 148.2M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 427,851 | 142.7M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 412,588 | 138.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 404,281 | 134.9M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 398,655 | 133M $ | as of Mar 31, 2026 |
| FMR LLC | 379,065 | 126.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 351,018 | 117.1M $ | as of Mar 31, 2026 |
| Pictet Asset Management Holding SA | 334,990 | 111.8M $ | as of Mar 31, 2026 |
| Boston Partners | 334,261 | 111.5M $ | as of Mar 31, 2026 |