AFG · American Financial Group Inc · Shareholders & Ownership

$149.24 +1.16 (+0.78%) At close · Oct 20

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$12.38B

82.92M

Volume · Oct 20 385.95K Avg daily vol (3M) 373.7K

Every disclosed holder of AFG in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns AFG

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	525	57,977,195	69.92%	Yes
Insiders (Forms 3, 4, 5)	15	7,765,556	9.37%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	17,178,715	20.72%	Rest
Registered funds (N-PORT, not summed)	431	29,259,390	35.29%	No

Shares outstanding: 82,921,466, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of AFG

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,712,799	9.30%	+877,722	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,360,052	2.85%	+68,080	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	273,874	0.33%	+20,487	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	207,480	0.25%	-3,855	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	180,493	0.22%	+8,896	Jul 31, 2026	iShares Trust, not summed
1.5	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	165,593	0.20%	-2,548	Jun 30, 2026	iShares Trust, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,466,871	6.59%	-906,568	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,441,788	6.56%	-1,144,443	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,481,851	1.79%	+147,312	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.3	Fidelity Equity-Income Fund Fund S000006064 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	505,402	0.61%	0	Jul 31, 2026	Fidelity Devonshire Trust, not summed
2.4	Fidelity Balanced Fund Fund S000007151 · Registered fund · May 31, 2026 Fidelity Puritan Trust, not summed	436,975	0.53%	-47,000	May 31, 2026	Fidelity Puritan Trust, not summed
2.5	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	430,202	0.52%	-91,500	Jul 31, 2026	Fidelity Puritan Trust, not summed
3	S. Craig Lindner 13D CIK 942061 · Unknown · Apr 3, 2026 not summed	5,141,226	6.20%	—	Apr 3, 2026	not summed
3.1	LINDNER S CRAIG Insider CIK 942061 · Feb 26, 2026 Director, Co-CEO, issuer-wide	4,389,997	5.29%	—	Feb 26, 2026	Director, Co-CEO, issuer-wide
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,580,166	4.32%	-331,900	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,080,102	3.71%	+68,985	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	695,709	0.84%	-16,152	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	349,060	0.42%	+10,921	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	63,551	0.08%	-226	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) S&P(R) Insurance ETF Fund S000006979 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	61,851	0.07%	+944	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	42,695	0.05%	+792	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	LINDNER CARL H III Insider CIK 942082 · Aug 26, 2026 Director, Co-CEO, issuer-wide	3,060,068	3.69%	—	Aug 26, 2026	Director, Co-CEO, issuer-wide
6.1	Carl H. Lindner III 13D CIK 942082 · Unknown · Apr 3, 2026 not summed	5,662,146	6.83%	—	Apr 3, 2026	not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,026,309	3.65%	-258,527	Jun 30, 2026	carried, not yet filed for the newest quarter
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,314,583	2.79%	+214,174	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,654,916	2.00%	-481,688	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
8.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	187,082	0.23%	-93	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
8.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	77,171	0.09%	+960	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
8.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	72,054	0.09%	+1,397	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
8.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	42,360	0.05%	+1,723	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
9	AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN 13F CIK 943719 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,245,258	2.71%	-121,453	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,110,034	2.54%	-267,071	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,737,126	2.09%	+64,406	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,619,156	1.95%	-418,809	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,170,000	1.41%	-245,000	Jun 30, 2026	Victory Portfolios, not summed
12.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	7,870	0.01%	-84	Jul 31, 2026	Victory Portfolios III, not summed
12.3	Victory Global Equity Income Fund Fund S000050252 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	4,623	0.01%	0	May 31, 2026	Victory Portfolios III, not summed
12.4	VictoryShares Hedged Equity Income ETF Fund S000085473 · Registered fund · Dec 31, 2025 Victory Portfolios II, not summed	2,138	0.00%	+96	Dec 31, 2025	Victory Portfolios II, not summed
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,611,494	1.94%	+104,984	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	193,840	0.23%	+7,741	Jul 31, 2026	Dimensional ETF Trust, not summed
13.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	171,197	0.21%	+6,434	Jul 31, 2026	Dimensional ETF Trust, not summed
13.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	144,741	0.17%	+42,153	Jul 31, 2026	Dimensional ETF Trust, not summed
13.4	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	143,558	0.17%	+20,818	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	125,882	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,523,698	1.84%	-204,964	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,441,927	1.74%	+761,838	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	91,517	0.11%	+55,215	Jun 30, 2026	AQR Funds, not summed
15.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	53,377	0.06%	+11,139	Jun 30, 2026	AQR Funds, not summed
15.3	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	26,901	0.03%	+12,397	Jun 30, 2026	AQR Funds, not summed
15.4	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	22,145	0.03%	—	Jun 30, 2026	AQR Funds, not summed
15.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,417	0.01%	+2,823	Jun 30, 2026	AQR Funds, not summed
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,146,159	1.38%	+115,236	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	84,101	0.10%	-2,058	May 31, 2026	Goldman Sachs Trust, not summed
16.2	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	35,396	0.04%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
16.3	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	35,031	0.04%	-1,501	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
16.4	Goldman Sachs Rising Dividend Growth Fund Fund S000036119 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	16,700	0.02%	-555	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
16.5	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	11,315	0.01%	0	May 31, 2026	Goldman Sachs Trust, not summed
17	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	965,644	1.16%	-135,134	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	945,934	1.14%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	843,366	1.02%	-59,146	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	115	0.00%	+54	Jul 31, 2026	E Trade Trust, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	803,704	0.97%	+14,131	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	44,822	0.05%	+1,310	Jun 30, 2026	Northern Funds, not summed
20.2	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	17,466	0.02%	-462	Jul 31, 2026	FlexShares Trust, not summed
20.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	13,904	0.02%	-110	Jul 31, 2026	FlexShares Trust, not summed
20.4	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	8,904	0.01%	+5,082	Jul 31, 2026	FlexShares Trust, not summed
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	789,880	0.95%	+17,505	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	744,760	0.90%	-35,302	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	411,974	0.50%	-28,131	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.2	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	69,139	0.08%	-557	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
22.3	Invesco KBW Property & Casualty Insurance ETF Fund S000030363 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	62,640	0.08%	-1,940	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
22.4	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	36,647	0.04%	+6,575	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	30,482	0.04%	+414	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
23	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	744,635	0.90%	+313,491	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	733,098	0.88%	-44,975	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	12,165	0.01%	+810	Jul 31, 2026	BNY Mellon ETF Trust, not summed
25	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	695,896	0.84%	-79,529	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	613,567	0.74%	+270,383	Jun 30, 2026	carried, not yet filed for the newest quarter
27	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13F CIK 1009016 · Unknown · Sep 30, 2026	612,682	0.74%	-40	Sep 30, 2026
28	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	568,157	0.69%	+11,590	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Columbia Dividend Opportunity Fund Fund S000031365 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	263,700	0.32%	+19,300	May 31, 2026	Columbia Funds Series Trust II, not summed
28.2	Columbia Variable Portfolio - Dividend Opportunity Fund Fund S000019857 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	112,900	0.14%	0	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
28.3	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	49,446	0.06%	-1,601	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
28.4	CTIVP - Victory Sycamore Established Value Fund Fund S000019850 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	31,100	0.04%	-5,200	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
28.5	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	29,428	0.04%	0	May 31, 2026	Columbia Funds Series Trust II, not summed
29	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	530,597	0.64%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
29.1	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	8,357	0.01%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
30	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	509,809	0.61%	-15,882	Jun 30, 2026	carried, not yet filed for the newest quarter
31	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	496,919	0.60%	+179,945	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	233,346	0.28%	-32,954	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
31.2	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	24,199	0.03%	-25,720	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
31.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	14,721	0.02%	+507	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
31.4	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	14,493	0.02%	—	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
31.5	First Trust SMID Capital Strength ETF Fund S000058147 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	4,451	0.01%	-128	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
32	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	453,007	0.55%	-42,899	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	432,946	0.52%	-172	Jun 30, 2026	carried, not yet filed for the newest quarter
34	BAHL & GAYNOR INC 13F CIK 872259 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	392,717	0.47%	+5,878	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Bahl & Gaynor Small/Mid Cap Income Growth ETF Fund S000072560 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	224,295	0.27%	+8,670	Jun 30, 2026	ETF Series Solutions, not summed
35	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	390,182	0.47%	+1,402	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	385,440	0.46%	+91,044	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	385,358	0.46%	+57,960	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	36,464	0.04%	—	Jun 30, 2026	PIMCO Equity Series, not summed
37.2	PIMCO RAE US Fund Fund S000048956 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	32,657	0.04%	-1,100	Jun 30, 2026	PIMCO Equity Series, not summed
38	1832 Asset Management L.P. 13F CIK 944388 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	367,805	0.44%	+2,202	Jun 30, 2026	carried, not yet filed for the newest quarter
39	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	346,769	0.42%	-501,627	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Wealthquest Corp 13F CIK 1632968 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	343,363	0.41%	-5	Jun 30, 2026	carried, not yet filed for the newest quarter
41	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	335,603	0.40%	+31,636	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	327,673	0.40%	+119,411	Sep 30, 2026
43	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	315,645	0.38%	+98,657	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	309,925	0.37%	+184,256	Jun 30, 2026	carried, not yet filed for the newest quarter
45	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	286,809	0.35%	+57,516	Jun 30, 2026	carried, not yet filed for the newest quarter
46	WisdomTree U.S. Midcap Dividend Fund Fund S000012393 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	273,918	0.33%	-2,548	Jun 30, 2026	WisdomTree Trust, not summed
47	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	266,493	0.32%	+6,176	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
48	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	260,587	0.31%	+167,184	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	76,200	0.09%	+21,200	Jul 31, 2026	TIAA-CREF Funds, not summed
48.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	61,800	0.07%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
48.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	54,890	0.07%	-631	Jul 31, 2026	TIAA-CREF Funds, not summed
48.4	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	22,203	0.03%	-2,812	Jul 31, 2026	TIAA-CREF Funds, not summed
48.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,104	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
49	JOHNSON INVESTMENT COUNSEL INC 13F CIK 821197 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	253,912	0.31%	-200,811	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	JOHNSON OPPORTUNITY FUND Fund S000005718 · Registered fund · Jun 30, 2026 Johnson Mutual Funds Trust, not summed	15,700	0.02%	0	Jun 30, 2026	Johnson Mutual Funds Trust, not summed
50	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	241,925	0.29%	+31,240	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1042046 CUSIP 025932104 13F (30d) 87 filings 81 filers Visit website Investor relations