AIZ · Assurant, Inc. · Shareholders & Ownership

$284.30 +0.69 (+0.24%) At close · Oct 21

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$14.01B

49.32M

Volume · Oct 21 219.91K Avg daily vol (3M) 371.76K

Every disclosed holder of AIZ 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 AIZ

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)	626	48,623,099	98.58%	Yes
Insiders (Forms 3, 4, 5)	21	389,662	0.79%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	311,006	0.63%	Rest
Registered funds (N-PORT, not summed)	596	25,047,462	50.78%	No

Shares outstanding: 49,323,767, 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 AIZ

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	5,009,537	10.16%	+1,063,661	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	621,863	1.26%	-21,676	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Large Cap Core Active ETF Fund S000082317 · Registered fund · Jul 31, 2026 BlackRock ETF Trust, not summed	532,632	1.08%	+346,998	Jul 31, 2026	BlackRock ETF Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	197,576	0.40%	+6,137	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	110,216	0.22%	-6,329	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	81,281	0.16%	-4,338	Jun 30, 2026	iShares Trust, not summed
2	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,727,930	9.59%	-89,021	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BNY Mellon Dynamic Value ETF Fund S000087738 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust II, not summed	144,084	0.29%	+51,446	Jul 31, 2026	BNY Mellon ETF Trust II, not summed
2.2	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	7,980	0.02%	+2,300	Jul 31, 2026	BNY Mellon ETF Trust, not summed
2.3	BNY Mellon Women's Opportunities ETF Fund S000080184 · Registered fund · Aug 29, 2025 BNY Mellon ETF Trust, not summed	755	0.00%	0	Aug 29, 2025	BNY Mellon ETF 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	3,236,936	6.56%	-6,568	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	2,836,307	5.75%	-171,830	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	2,541,897	5.15%	+10,481	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	489,929	0.99%	-10,508	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	335,140	0.68%	-4,172	Jun 30, 2026	SELECT SECTOR SPDR 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	117,255	0.24%	+12,480	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	60,270	0.12%	+1,658	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) S&P(R) Insurance ETF Fund S000006979 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	31,831	0.06%	-3,947	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,427,220	4.92%	-844,823	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,427,220	4.92%	-1,194,638	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,571,969	3.19%	-3,649	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	1,417,209	2.87%	+10,423	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,284,973	2.61%	+11,065	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,226,729	2.49%	+282	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	724,027	1.47%	-54,454	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.2	Invesco S&P 500 GARP ETF Fund S000032768 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	98,813	0.20%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.3	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	60,747	0.12%	+2,796	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
10.4	Invesco S&P 500 Pure Value ETF Fund S000060792 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	41,278	0.08%	-5,923	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.5	Invesco KBW Property & Casualty Insurance ETF Fund S000030363 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	37,372	0.08%	-1,406	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,199,305	2.43%	+73,899	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	158,203	0.32%	+28,050	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	146,331	0.30%	-4,016	Jul 31, 2026	Dimensional ETF Trust, not summed
11.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	91,692	0.19%	+3,256	Jul 31, 2026	Dimensional ETF Trust, not summed
11.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	90,918	0.18%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	85,221	0.17%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12	BNY Mellon Dynamic Value Fund Fund S000000498 · Registered fund · Aug 31, 2026 BNY Mellon Advantage Funds, Inc., not summed	1,186,045	2.40%	-32,417	Aug 31, 2026	BNY Mellon Advantage Funds, Inc., not summed
13	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,143,631	2.32%	-2,883	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	1,280,187	2.60%	-272,913	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
13.2	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	566,315	1.15%	-10,181	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
13.3	T. Rowe Price Institutional Mid-Cap Equity Growth Fund Fund S000002092 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	139,699	0.28%	-50,485	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
13.4	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	30,863	0.06%	-1,005	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
13.5	T. Rowe Price Mid-Cap Growth Portfolio Fund S000002080 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY SERIES, INC., not summed	24,531	0.05%	-4,918	Jun 30, 2026	T. ROWE PRICE EQUITY SERIES, INC., not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,136,032	2.30%	-9,958	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,004,116	2.04%	+642,906	Jun 30, 2026	carried, not yet filed for the newest quarter
16	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	920,398	1.87%	-2,023	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	614,625	1.25%	-7,361	Jun 30, 2026	MFS SERIES TRUST XI, not summed
16.2	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	45,386	0.09%	-2,336	May 31, 2026	MFS SERIES TRUST I, not summed
16.3	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	25,476	0.05%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
16.4	MFS Low Volatility Equity Fund Fund S000042701 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	10,090	0.02%	-411	May 31, 2026	MFS SERIES TRUST I, not summed
16.5	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	9,000	0.02%	+759	May 31, 2026	MFS Series Trust X, not summed
17	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	896,364	1.82%	+198,829	Jun 30, 2026	carried, not yet filed for the newest quarter
18	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	852,628	1.73%	+191,190	Jun 30, 2026	Capitol Series Trust, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	777,257	1.58%	+120,272	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	66	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
20	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	754,475	1.53%	-79,646	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	719,816	1.46%	-9,930	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	689,904	1.40%	-60,457	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	640,890	1.30%	+3,550	May 31, 2026	Fidelity Concord Street Trust, not summed
22.2	Fidelity Equity Dividend Income Fund Fund S000006970 · Registered fund · May 31, 2026 Fidelity Financial Trust, not summed	283,300	0.57%	0	May 31, 2026	Fidelity Financial Trust, not summed
22.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	187,592	0.38%	+2,785	Jul 31, 2026	Fidelity Salem Street Trust, not summed
22.4	Fidelity Enhanced Mid Cap Core ETF Fund S000081803 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	160,905	0.33%	+4,641	Jun 30, 2026	Fidelity Covington Trust, not summed
22.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	94,576	0.19%	+856	May 31, 2026	Fidelity Concord Street Trust, not summed
23	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	651,725	1.32%	—	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	612,525	1.24%	-20,371	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	119,822	0.24%	-36,114	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
24.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	31,687	0.06%	+1,300	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
24.3	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	25,221	0.05%	-18,678	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
24.4	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	11,508	0.02%	-994	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
24.5	First Trust/Dow Jones Dividend & Income Allocation Portfolio Fund S000036417 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	11,196	0.02%	+834	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
25	LYRICAL ASSET MANAGEMENT LP 13F CIK 1542302 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	582,803	1.18%	-29,301	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	LYRICAL U.S. VALUE EQUITY FUND Fund S000039711 · Registered fund · May 31, 2026 Ultimus Managers Trust, not summed	116,969	0.24%	-6,110	May 31, 2026	Ultimus Managers Trust, not summed
26	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	548,785	1.11%	+49,051	Jun 30, 2026	carried, not yet filed for the newest quarter
27	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	512,613	1.04%	-149,308	Jun 30, 2026	carried, not yet filed for the newest quarter
28	JNL/Newton Equity Income Fund Fund S000068131 · Registered fund · Jun 30, 2026 JNL Series Trust, not summed	503,521	1.02%	0	Jun 30, 2026	JNL Series Trust, not summed
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	503,434	1.02%	-9,391	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,319	0.03%	0	Jun 30, 2026	Northern Funds, not summed
29.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	10,366	0.02%	+510	Jul 31, 2026	FlexShares Trust, not summed
29.3	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,704	0.01%	-756	Jul 31, 2026	FlexShares Trust, not summed
30	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	477,030	0.97%	+318,124	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	465,890	0.94%	-20,688	Jun 30, 2026	carried, not yet filed for the newest quarter
32	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	465,243	0.94%	-1,263	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	135,364	0.27%	-113	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	111,775	0.23%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	52,685	0.11%	+1,397	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	30,159	0.06%	+592	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	29,841	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33	Gillson Capital LP 13F CIK 1698055 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	464,516	0.94%	+71,500	Jun 30, 2026	carried, not yet filed for the newest quarter
34	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	414,275	0.84%	-42,084	Jun 30, 2026	carried, not yet filed for the newest quarter
35	FIRST MANHATTAN CO. LLC. 13F CIK 728083 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	405,627	0.82%	-2,962	Jun 30, 2026	carried, not yet filed for the newest quarter
36	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	402,013	0.82%	+7,029	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
37	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	390,528	0.79%	+33,996	Jun 30, 2026	carried, not yet filed for the newest quarter
38	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	345,193	0.70%	-117,326	Jun 30, 2026	carried, not yet filed for the newest quarter
39	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	327,512	0.66%	-1,118	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	314,412	0.64%	-133,032	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
41	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	308,532	0.63%	-12,603	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	152,599	0.31%	-7,400	May 29, 2026	Delaware Group Equity Funds V, not summed
41.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	78,450	0.16%	-1,900	Jun 30, 2026	Delaware VIP Trust, not summed
41.3	Nomura Opportunity Fund Fund S000065918 · Registered fund · Jun 30, 2026 Delaware Group Equity Funds IV, not summed	26,620	0.05%	0	Jun 30, 2026	Delaware Group Equity Funds IV, not summed
42	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	299,973	0.61%	+82,532	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	3,075	0.01%	+865	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
42.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,737	0.01%	+1,071	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
42.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	1,682	0.00%	-18	May 31, 2026	Goldman Sachs ETF Trust II, not summed
42.4	Goldman Sachs Strategic Factor Allocation Fund Fund S000054057 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	759	0.00%	-59	May 31, 2026	GOLDMAN SACHS TRUST, not summed
42.5	Goldman Sachs JUST U.S. Large Cap Equity ETF Fund S000061377 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	615	0.00%	-17	May 31, 2026	Goldman Sachs ETF Trust, not summed
43	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	285,698	0.58%	-34,501	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	3,791	0.01%	+635	May 29, 2026	DBX ETF Trust, not summed
43.2	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	1,546	0.00%	-65	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
43.3	DWS Small Mid Cap Value VIP Fund S000006269 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES II, not summed	1,392	0.00%	0	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES II, not summed
43.4	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	1,279	0.00%	+195	May 29, 2026	DBX ETF Trust, not summed
43.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	700	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
44	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	280,342	0.57%	-909	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	277,979	0.56%	-3,638	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	269,191	0.55%	-13,283	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
47	Clark Capital Management Group, Inc. 13F CIK 1352187 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	246,107	0.50%	+73,778	Jun 30, 2026	carried, not yet filed for the newest quarter
48	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	240,181	0.49%	+204,988	Jun 30, 2026	carried, not yet filed for the newest quarter
49	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	238,400	0.48%	+47,401	Jun 30, 2026	carried, not yet filed for the newest quarter
50	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	237,825	0.48%	-15,243	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1267238 CUSIP 04621X108 13F (30d) 114 filings 98 filers Visit website Investor relations