AFL · Aflac Inc · Shareholders & Ownership

$121.75 -0.24 (-0.20%) At close · Oct 28 Q2 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$61.04B

501.34M

Volume · Oct 28 1.53M Avg daily vol (3M) 1.96M

Every disclosed holder of AFL 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 AFL

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)	1,705	343,852,182	68.59%	Yes
Insiders (Forms 3, 4, 5)	20	3,485,426	0.70%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	154,005,690	30.72%	Rest
Registered funds (N-PORT, not summed)	597	112,981,600	22.54%	No

Shares outstanding: 501,343,298, 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 AFL

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	Japan Post Holdings Co., Ltd. Insider CIK 1783464 · Oct 15, 2026 10% Owner, issuer-wide, not summed	50,134,329	10.00%	-113,611	Oct 15, 2026	10% Owner, issuer-wide, not summed
1.1	Japan Post Holdings Co., Ltd. 13F CIK 1783464 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	50,898,490	10.15%	-1,076,010	Jun 30, 2026	carried, not yet filed for the newest quarter
1.2	Japan Post Holdings Co., Ltd. 13G CIK 1783464 · Unknown · Aug 12, 2026 Rule 13d-1(c), passive investor, not summed	50,885,690	10.15%	-727,155	Aug 12, 2026	Rule 13d-1(c), passive investor, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	34,915,032	6.96%	-1,290,259	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,300,770	1.26%	+297,150	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,016,902	0.20%	-62,694	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	883,348	0.18%	-36,683	Jul 31, 2026	iShares Trust, not summed
2.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	753,082	0.15%	-52,389	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	598,090	0.12%	-2,065	Jun 30, 2026	iShares Trust, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	29,902,916	5.96%	-351,487	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	24,356,406	4.86%	+6,113,842	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	23,513,644	4.69%	-86,826	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	3,098,245	0.62%	-64,334	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,705,333	0.34%	-86,982	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,092,999	0.22%	+111,979	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	557,271	0.11%	+7,625	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	176,606	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	14,541,743	2.90%	-216,655	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	11,868,459	2.37%	+6,371	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,600,232	2.11%	-117,032	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	9,926,238	1.98%	+4,908,296	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,636,237	1.72%	-1,912,631	Jun 30, 2026	carried, not yet filed for the newest quarter
11	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,040,706	1.60%	+139,262	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,667	0.00%	+24	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
11.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,030	0.00%	+108	Jul 31, 2026	E Trade Trust, not summed
11.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	699	0.00%	+102	Jul 31, 2026	E Trade Trust, not summed
11.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	220	0.00%	-2	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
12	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,282,869	1.25%	-267,968	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	138,391	0.03%	-2,637	Jun 30, 2026	Northern Funds, not summed
12.2	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	94,769	0.02%	-1,261	Jul 31, 2026	FlexShares Trust, not summed
12.3	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	39,872	0.01%	+3,332	Jul 31, 2026	FlexShares Trust, not summed
12.4	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	24,600	0.00%	-300	Jul 31, 2026	FlexShares Trust, not summed
12.5	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	21,637	0.00%	-1,189	Jun 30, 2026	Northern Funds, not summed
13	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,324,201	1.06%	+1,192,763	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	155,120	0.03%	+30,752	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
13.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	45,269	0.01%	+15,819	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
13.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	33,295	0.01%	+3,119	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
13.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	23,776	0.00%	+911	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
13.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	17,649	0.00%	-1,242	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
14	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	5,201,217	1.04%	+1,132,091	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	5,262	0.00%	+4,880	May 31, 2026	UBS INVESTMENT TRUST, not summed
14.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	1,793	0.00%	+1,659	Jun 30, 2026	UBS FUNDS, not summed
15	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,586,923	0.91%	+36,068	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	1,037,658	0.21%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
15.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	471,486	0.09%	-1,059	Jul 31, 2026	Dimensional ETF Trust, not summed
15.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	378,948	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	377,528	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	327,792	0.07%	+1,553	Jul 31, 2026	Dimensional ETF Trust, not summed
16	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,367,237	0.87%	+68,046	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,016,736	0.80%	-332,487	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,590,914	0.32%	+47,929	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
17.2	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	672,998	0.13%	-15,758	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
17.3	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	509,351	0.10%	+107,969	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
17.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	134,463	0.03%	+2,684	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
17.5	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	120,380	0.02%	-3,989	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
18	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,451,076	0.69%	-359,938	Jun 30, 2026	carried, not yet filed for the newest quarter
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,146,482	0.63%	-3,096	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,020,889	0.20%	-14,093	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	488,407	0.10%	-7,135	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	357,896	0.07%	+27,371	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	277,666	0.06%	+1,336	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	276,627	0.06%	+1,186	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,942,221	0.59%	+1,431,704	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,821,525	0.56%	-446,684	Jun 30, 2026	carried, not yet filed for the newest quarter
22	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,758,685	0.55%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,706,452	0.54%	+23,362	Jun 30, 2026	carried, not yet filed for the newest quarter
24	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,638,108	0.53%	-546,693	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	FT Vest S&P 500 Dividend Aristocrats Target Income ETF Fund S000070911 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	403,888	0.08%	-18,886	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
24.2	FT Vest Rising Dividend Achievers Target Income ETF Fund S000077479 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	298,353	0.06%	+167,045	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
24.3	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	268,920	0.05%	-48,991	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
24.4	First Trust Large Cap Value AlphaDEX Fund Fund S000017340 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	59,899	0.01%	+39,871	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
24.5	First Trust Long/Short Equity ETF Fund S000045700 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund III, not summed	58,325	0.01%	+4,382	Jul 31, 2026	First Trust Exchange-Traded Fund III, not summed
25	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	2,591,821	0.52%	-26,280	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
26	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,571,839	0.51%	-54,577	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,545,147	0.51%	-131,683	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	38,613	0.01%	-1,348	Jul 31, 2026	BNY Mellon ETF Trust, not summed
28	AMOS DANIEL P Insider CIK 1075275 · Feb 20, 2026 Director, Chairman of the Board, CEO, issuer-wide	2,540,878	0.51%	-42,625	Feb 20, 2026	Director, Chairman of the Board, CEO, issuer-wide
29	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	2,486,968	0.50%	-145,094	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
30	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,085,422	0.42%	-245,257	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Guinness Asset Management LTD 13F CIK 1409661 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,043,845	0.41%	-115,233	Jun 30, 2026	carried, not yet filed for the newest quarter
32	First Trust Rising Dividend Achievers ETF Fund S000043486 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	2,030,412	0.41%	+1,103,698	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
33	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,896,591	0.38%	-223,355	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	32,631	0.01%	-310	Aug 31, 2026	DBX ETF Trust, not summed
33.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	29,954	0.01%	+1,990	Aug 31, 2026	DBX ETF Trust, not summed
33.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	14,186	0.00%	-851	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
33.4	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	7,693	0.00%	0	Aug 31, 2026	DBX ETF Trust, not summed
33.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	6,302	0.00%	-154	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
34	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	1,833,018	0.37%	-21,341	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
35	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,709,128	0.34%	+699,363	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Caisse de depot et placement du Quebec 13F CIK 898286 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,560,626	0.31%	+420,084	Jun 30, 2026	carried, not yet filed for the newest quarter
37	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,528,766	0.30%	-1,169,544	Jun 30, 2026	carried, not yet filed for the newest quarter
38	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,486,423	0.30%	-130,892	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	ProShares S&P 500 Dividend Aristocrats ETF Fund S000042349 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	1,345,995	0.27%	-52,909	Aug 31, 2026	ProShares Trust, not summed
38.2	ProShares Ultra S&P500 Fund S000006821 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	41,990	0.01%	+2,562	Aug 31, 2026	ProShares Trust, not summed
38.3	ProShares Ultra Financials Fund S000014252 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	26,879	0.01%	-1,899	Aug 31, 2026	ProShares Trust, not summed
38.4	ProShares UltraPro S&P500 Fund S000024919 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	18,962	0.00%	+1,041	Aug 31, 2026	ProShares Trust, not summed
38.5	ProShares S&P 500 High Income ETF Fund S000081387 · Registered fund · Aug 31, 2026 ProShares Trust, not summed	7,214	0.00%	-716	Aug 31, 2026	ProShares Trust, not summed
39	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,455,748	0.29%	+1,646	Jun 30, 2026	carried, not yet filed for the newest quarter
40	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,437,756	0.29%	+1,201	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	5,946,379	1.19%	-27,543	Aug 31, 2026	Fidelity Concord Street Trust, not summed
40.2	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	874,050	0.17%	-8,172	Aug 31, 2026	Fidelity Concord Street Trust, not summed
40.3	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	714,105	0.14%	+1,825	Aug 31, 2026	Fidelity Concord Street Trust, not summed
40.4	Fidelity Puritan Fund Fund S000007153 · Registered fund · Aug 31, 2026 Fidelity Puritan Trust, not summed	534,400	0.11%	+440,700	Aug 31, 2026	Fidelity Puritan Trust, not summed
40.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	255,813	0.05%	-6,161	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
41	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,340,935	0.27%	+862,200	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Swiss National Bank 13F CIK 1582202 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,307,800	0.26%	-153,500	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Pinnacle Financial Partners, Inc. 13F CIK 2082866 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,266,835	0.25%	+116,311	Jun 30, 2026	carried, not yet filed for the newest quarter
44	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,256,015	0.25%	+409,829	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Mitsubishi UFJ Asset Management Co., Ltd. 13F CIK 1466546 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,242,427	0.25%	+109,932	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,127,527	0.22%	-79,699	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD ASSET MANAGEMENT, Ltd 13F CIK 1680208 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,015,090	0.20%	+56,899	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Vanguard Global Advisers, LLC 13F CIK 1811242 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,014,946	0.20%	-29,152	Jun 30, 2026	carried, not yet filed for the newest quarter
49	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,000,982	0.20%	+36,392	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	991,225	0.20%	-108,035	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	371,995	0.07%	-24,659	Jul 31, 2026	TIAA-CREF Funds, not summed
50.2	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	196,978	0.04%	-14,800	Jun 30, 2026	College Retirement Equities Fund, not summed
50.3	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	163,582	0.03%	-18,027	Jul 31, 2026	TIAA-CREF Funds, not summed
50.4	Nuveen S&P 500 Index Fund Fund S000005361 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	93,994	0.02%	-8,857	Jul 31, 2026	TIAA-CREF Funds, not summed
50.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	8,892	0.00%	-438	Jun 30, 2026	TIAA Separate Account VA-1, not summed

144 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 4977 CUSIP 001055102 13F (30d) 578 filings 561 filers Visit website Investor relations