Carriage Services, Inc.: shareholders and insiders

From the Form 4s insiders file with the SEC within two business days of each trade.

From the Schedule 13D and 13G filed with the SEC since Dec 18, 2024, when they became structured data. A holder who has filed nothing since then is not shown here. A 13D is updated within two business days of any material change, a 13G up to 45 days after the quarter of the change, so the shares are those of the filing. The large managers also appear in the 13Fs.

From the 13Fs managers file with the SEC up to 45 days after each quarter end. They show only long positions on that day, not short sales or what has changed since. No recent 13F: Pershing Square (Ackman), Scion (Burry).

A lower bound: it counts only the 16 officers and directors with a market trade since Nov 16, 2023. Anyone who neither bought nor sold since is not here, whatever they hold. The share is against the share count on the latest 10-K's cover.

13 of the 269 ETFs we track, not of every ETF on the market. The ten largest weights. Positions as each fund filed them in its latest N-PORT.

Q2 2026: 158 managers held 13.50M shares, worth $518M. During the quarter 17 opened a position, 28 closed one, 65 added and 41 trimmed.

The largest holders, Q2 2026

From the SEC's Form 13F data sets, Q3 2025 to Q2 2026: the long positions of every manager with more than $100 million under management, as filed up to 45 days after each quarter end. Short positions and options are not in them. Shares as reported each quarter, not adjusted for splits. The stock is matched by its CUSIP, through the SEC's fails-to-deliver files.