Skip to content
etfnews.live

Company

The Carlyle Group

CG · United StatesWikipedia ↗

The ETFs we cover that hold this company, and its latest news.

Which ETFs hold The Carlyle Group?

Held by 145 covered funds. Sorted by The Carlyle Group’s share of each fund. Holdings as of each fund’s latest SEC filing.

FundShare of fund
LBOWHITEWOLF Publicly Listed Private Equity4.6%
AAUMTema Alternative Asset Managers4.5%
GPZVanEck Alternative Asset Manager4.5%
PSPInvesco Global Listed Private Equity3.0%
OAKGOakmark Global Large Cap1.8%
KCEState Street(R) SPDR(R) S&P(R) Capital Markets1.5%
SAEFSchwab Ariel Opportunities1.2%
SMOTVanEck Morningstar SMID Moat1.2%
LMCKXMiller Income Fund1.0%
CDLVictoryShares US Large Cap High Div Volatility Wtd0.5%
CDCVictoryShares US EQ Income Enhanced Volatility Wtd0.5%
WTVWisdomTree U.S. Value Fund0.5%
IVOVVanguard S&P Mid-Cap 400 Value Index Fund0.4%
QVMMInvesco S&P MidCap 400 QVM Multi-factor0.4%
MDYVState Street(R) SPDR(R) S & P 400(TM) Mid Cap Value0.4%
IJJiShares S&P Mid-Cap 400 Value0.4%
IVOOVanguard S&P Mid-Cap 400 Index Fund0.3%
PTMCPacer Trendpilot US Mid Cap0.3%
SPMDState Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap0.3%
IJHiShares Core S&P Mid-Cap0.3%
MDYS&P MidCap 4000.3%
MVVProShares Ultra MidCap4000.3%
IVOGVanguard S&P Mid-Cap 400 Growth Index Fund0.3%
VBRVanguard Small-Cap Value Index Fund0.2%
IJKiShares S&P Mid-Cap 400 Growth0.2%
MDYGState Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth0.2%
GINNGoldman Sachs Innovate Equity0.2%
SIZEiShares MSCI USA Size Factor0.2%
IYFiShares U.S. Financials0.2%
RWKInvesco S&P MidCap 400 Revenue0.2%
IYGiShares U.S. Financial Services0.2%
EUSAiShares MSCI USA Equal Weighted0.1%
PHEQParametric Hedged Equity0.1%
HDViShares Core High Dividend0.1%
IMCViShares Morningstar Mid-Cap Value0.1%
AVMCAvantis U.S. Mid Cap Equity0.1%
FNCLFidelity MSCI Financials Index0.1%
VBVanguard Small-Cap Index Fund0.1%
VFHVanguard Financials Index Fund0.1%
VXFVanguard Extended Market Index Fund0.1%
SSMHXState Street Small/mid Cap Equity Index Portfolio0.1%
SFLRInnovator Equity Managed Floor0.1%
CFAVictoryShares US 500 Volatility Wtd0.1%
CFOVictoryShares US 500 Enhanced Volatility Wtd0.1%
JMEEJPMorgan Small & Mid Cap Enhanced Equity0.1%
IWSiShares Russell Mid-Cap Value0.1%
CVMCCalvert US Mid-Cap Core Responsible Index0.1%
JHMMJohn Hancock Multifactor Mid Cap0.1%
IWRiShares Russell Mid-Cap0.1%
VFVAVanguard U.S. Value Factor0.1%
IMCBiShares Morningstar Mid-Cap0.1%
AVSUAvantis Responsible U.S. Equity0.1%
MSSMMorgan Stanley Pathway Small-Mid Cap Equity0.1%
DIVBiShares Core Dividend0.1%
STXVStrive 1000 Value0.1%
EQALInvesco Russell 1000 Equal Weight0.1%
DFVXDimensional US Large Cap Vector0.1%
DLNWisdomTree U.S. LargeCap Dividend Fund0.1%
DFUVDimensional US Marketwide Value0.1%
LCTUiShares U.S. Carbon Transition Readiness Aware Active0.1%
VYMVanguard High Dividend Yield Index Fund0.0%
DFACDimensional U.S. Core Equity 20.0%
DFSUDimensional US Sustainability Core 10.0%
DTDWisdomTree U.S. Total Dividend Fund0.0%
UDIVFranklin U.S. Core Dividend Tilt Index0.0%
FEQAXFidelity Hedged Equity Fund0.0%
BFRZInnovator Equity Managed 100 Buffer0.0%
PEPSParametric Equity Plus0.0%
DCORDimensional US Core Equity 10.0%
SCHVSchwab U.S. Large-Cap Value0.0%
AVLCAvantis U.S. Large Cap Equity0.0%
DXUVDimensional US Vector Equity0.0%
ONEQFidelity Nasdaq Composite Index0.0%
VONVVanguard Russell 1000 Value Index Fund0.0%
GVUSGoldman Sachs MarketBeta(R) Russell 1000 Value Equity0.0%
DFQTXU.S. Core Equity 2 Portfolio0.0%
IWDiShares Russell 1000 Value0.0%
DFAUDimensional US Core Equity Market0.0%
CFMCXColumn Mid Cap Fund0.0%
GLBLPacer MSCI World Industry Advantage0.0%
ILCViShares Morningstar Value0.0%
MODLVictoryShares WestEnd U.S. Sector0.0%
VLUState Street(R) SPDR(R) S&P(R) 1500 Value Tilt0.0%
AVUSAvantis U.S. Equity0.0%
JHMLJohn Hancock Multifactor Large Cap0.0%
AVUNXAvantis U.S. Equity Fund0.0%
DFLVDimensional US Large Cap Value0.0%
FNDXSchwab Fundamental U.S. Large Company0.0%
PRFInvesco Rafi US 10000.0%
NTSXWisdomTree U.S. Efficient Core Fund0.0%
FNDBSchwab Fundamental U.S. Broad Market0.0%
IUSViShares Core S&P U.S. Value0.0%
CVLCCalvert US Large-Cap Core Responsible Index0.0%
EPSWisdomTree U.S. LargeCap Fund0.0%
WAMAWisdomTree U.S. Adaptive Moving Average Fund0.0%
DFUSDimensional U.S. Equity Market0.0%
STXFStrive 5000.0%
TOVJLens 500 Jewish Advocacy U.S.0.0%
GDEWisdomTree Efficient Gold Plus Equity Strategy Fund0.0%
SPUSXSymmetry Panoramic US Equity Fund0.0%
KCXSXKnights of Columbus U.S. ALL CAP INDEX FUND0.0%
SCHXSchwab U.S. Large-Cap0.0%
SCHKSchwab 1000 Index0.0%
USCAXtrackers MSCI USA Climate Action Equity0.0%
USCLiShares Climate Conscious & Transition MSCI USA0.0%
IYYiShares Dow Jones U.S.0.0%
VONEVanguard Russell 1000 Index Fund0.0%
SCHBSchwab U.S. Broad Market0.0%
BKLCBNY Mellon US Large Cap Core Equity0.0%
VTHRVanguard Russell 3000 Index Fund0.0%
PBUSInvesco MSCI USA0.0%
ONOFGlobal X Adaptive U.S. Risk Management0.0%
GXLCGlobal X U.S. 5000.0%
IWBiShares Russell 10000.0%
MMTMState Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt0.0%
ILCBiShares Morningstar U.S. Equity0.0%
BBUSJPMorgan BetaBuilders U.S. Equity0.0%
GUSAGoldman Sachs MarketBeta U.S. 1000 Equity0.0%
VOTETCW Transform 5000.0%
ITOTiShares Core S&P Total U.S. Stock Market0.0%
IWViShares Russell 30000.0%
VITPXVanguard Institutional Total Stock Market Index Fund0.0%
VTIVanguard Total Stock Market Index Fund0.0%
USPXFranklin U.S. Equity Index0.0%
SPGEXSymmetry Panoramic Global Equity Fund0.0%
SPTMState Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market0.0%
KOKUXtrackers MSCI Kokusai Equity0.0%
VTVanguard Total World Stock Index Fund0.0%
TILTFlexShares Morningstar US Market Factor Tilt Index Fund0.0%
LOWCSPDR MSCI ACWI Climate Paris Aligned0.0%
URTHiShares MSCI World0.0%
IUSGiShares Core S&P U.S. Growth0.0%
MSLCMorgan Stanley Pathway Large Cap Equity0.0%
TOKiShares MSCI Kokusai0.0%
ACWIiShares MSCI ACWI0.0%
RAUSRacwi US0.0%
SSBIXState Street Balanced Index Fund0.0%
EQLALPS Equal Sector Weight0.0%
EBILongview Advantage0.0%
ONEOState Street(R) SPDR(R) Russell 1000 Momentum Focus0.0%
QUSState Street(R) SPDR(R) MSCI USA StrategicFactors(SM)0.0%
DEUSXtrackers Russell US Multifactor0.0%
NTSDWisdomTree Efficient U.S. Plus International Equity Fund0.0%
QWLDSPDR MSCI World StrategicFactors0.0%
AVTMAvantis Total Equity Markets0.0%

Where to buy these ETFs

[Affiliate and risk wording from the law firm]

Latest The Carlyle Group news