ALGN · Align Technology Inc · Shareholders & Ownership

$150.55 +1.55 (+1.04%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$10.58B

71.04M

Volume · Oct 20 911.05K Avg daily vol (3M) 917.66K

Every disclosed holder of ALGN 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 ALGN

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

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	679	72,464,194	102.01%	Yes
Insiders (Forms 3, 4, 5)	16	487,953	0.69%	Yes
13D/G-only blocks	2	3,162,426	4.45%	Yes
Remaining	—	5,074,721	-7.14%	Negative
Registered funds (N-PORT, not summed)	588	31,353,401	44.13%	No

Shares outstanding: 71,039,852, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 ALGN

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	4,419,366	6.22%	+129,442	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	916,551	1.29%	+58,240	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	274,698	0.39%	+17,042	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	149,709	0.21%	-8,103	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	110,133	0.16%	-4,132	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	102,876	0.14%	+6,402	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,401,313	6.20%	+12,194	Jun 30, 2026	carried, not yet filed for the newest quarter
3	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,060,032	5.72%	+1,359,673	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,060,032	5.72%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	2,360,548	3.32%	+799,850	Jun 30, 2026	Fidelity Contrafund, not summed
3.3	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	853,916	1.20%	+4,723	May 31, 2026	Fidelity Concord Street Trust, not summed
3.4	Fidelity Contrafund K6 Fund S000057289 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	512,376	0.72%	+168,218	Jun 30, 2026	Fidelity Contrafund, not summed
3.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	253,455	0.36%	+4,626	Jul 31, 2026	Fidelity Salem Street Trust, not summed
4	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,045,561	5.69%	+236,359	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,422,385	4.82%	-649,911	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Capital World Investors 13G CIK 1422849 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,571,496	5.03%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,372,760	4.75%	+1,576,509	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	69,429	0.10%	—	Jun 30, 2026	Goldman Sachs Trust, not summed
6.2	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	39,161	0.06%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
6.3	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	29,713	0.04%	+23,515	Jul 31, 2026	Goldman Sachs Trust, not summed
6.4	Goldman Sachs Large Cap Growth Insights Fund Fund S000009328 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	23,628	0.03%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
6.5	Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Fund S000009352 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	15,527	0.02%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,131,764	4.41%	-19,019	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,558,512	3.60%	+42,258	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) Health Care Select Sector SPDR(R) ETF Fund S000006412 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	470,513	0.66%	-15,082	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
8.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	159,112	0.22%	+18,369	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	80,816	0.11%	+2,681	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	26,500	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF Fund S000012330 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	14,572	0.02%	+1,119	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,245,315	3.16%	+454,611	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	2,161,368	3.04%	-8,301	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Ninety One UK Ltd 13F CIK 1418329 · Registered investment adviser · Sep 30, 2026	2,133,621	3.00%	-76,170	Sep 30, 2026
12	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,125,286	2.99%	+720,131	Jun 30, 2026	carried, not yet filed for the newest quarter
13	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	1,950,922	2.75%	-162,272	Jun 30, 2026	New Perspective Fund, not summed
14	G. Zachary Gund, as trustee, sole manager or co-manager 13G CIK 1291206 · Unknown · Jun 30, 2026 Rule 13d-1(c), passive investor	1,875,147	2.64%	-156,500	Jun 30, 2026	Rule 13d-1(c), passive investor
15	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,733,484	2.44%	-169,421	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,725,219	2.43%	+29,718	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,559,547	2.20%	-12,173	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,438,900	2.03%	+466,381	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	322,494	0.45%	+152,977	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	235,486	0.33%	+75,303	Jul 31, 2026	Dimensional ETF Trust, not summed
18.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	152,920	0.22%	+31,787	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	133,009	0.19%	+42,536	Jul 31, 2026	Dimensional ETF Trust, not summed
18.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	96,570	0.14%	+22,383	Jul 31, 2026	Dimensional ETF Trust, not summed
19	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,413,567	1.99%	+101,053	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,092,719	1.54%	+126,890	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.2	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	75,351	0.11%	-5,237	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
19.3	Invesco S&P 500 Equal Weight Health Care ETF Fund S000060814 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	69,694	0.10%	-406	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.4	Invesco S&P 500 High Beta ETF Fund S000030963 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	52,460	0.07%	+26,407	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
19.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	20,224	0.03%	+1,319	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	1,288,759	1.81%	+161,615	Jun 30, 2026	American Funds Fundamental Investors, not summed
21	Gordon Gund 13G CIK 1188365 · Unknown · Dec 31, 2023 Rule 13d-1(c), passive investor	1,287,279	1.81%	—	Dec 31, 2023	Rule 13d-1(c), passive investor
22	New Economy Fund Fund S000009598 · Registered fund · May 31, 2026 New Economy Fund, not summed	1,191,993	1.68%	-71,089	May 31, 2026	New Economy Fund, not summed
23	Ruane, Cunniff & Goldfarb L.P. 13F CIK 1720792 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,171,455	1.65%	-35,080	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Sequoia Fund Inc Fund S000012155 · Registered fund · Jun 30, 2026 Sequoia Fund Inc, not summed	454,963	0.64%	0	Jun 30, 2026	Sequoia Fund Inc, not summed
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,071,601	1.51%	+16,968	Jun 30, 2026	carried, not yet filed for the newest quarter
25	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,068,964	1.50%	+37,640	Jun 30, 2026	carried, not yet filed for the newest quarter
26	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,013,842	1.43%	+520	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Vitality Portfolio Fund S000074797 · Registered fund · Mar 31, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	521	0.00%	—	Mar 31, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
26.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	71	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
26.3	Permanence Portfolio Fund S000068163 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	47	0.00%	—	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
27	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	988,427	1.39%	-12,403	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	964,903	1.36%	+333,750	Sep 30, 2026
29	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	904,623	1.27%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
30	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	899,731	1.27%	+6,525	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	19,550	0.03%	0	Jun 30, 2026	AQR Funds, not summed
30.2	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	6,017	0.01%	—	Jun 30, 2026	AQR Funds, not summed
30.3	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,311	0.01%	-823	Jun 30, 2026	AQR Funds, not summed
30.4	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,891	0.01%	0	Jun 30, 2026	AQR Funds, not summed
30.5	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	2,829	0.00%	0	Jun 30, 2026	AQR Funds, not summed
31	DISCIPLINED GROWTH INVESTORS INC /MN 13F CIK 1050442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	783,178	1.10%	+7,352	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	The Disciplined Growth Investors Fund Fund S000093392 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	60,832	0.09%	0	Jul 31, 2026	Elevation Series Trust, not summed
31.2	Disciplined Growth Investors Fund Fund S000033265 · Registered fund · Apr 30, 2025 FINANCIAL INVESTORS TRUST, not summed	58,575	0.08%	0	Apr 30, 2025	FINANCIAL INVESTORS TRUST, not summed
32	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	773,182	1.09%	+12,380	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Senvest Management, LLC 13F CIK 1328785 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	745,345	1.05%	-9,452	Jun 30, 2026	carried, not yet filed for the newest quarter
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	668,129	0.94%	+24,646	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	180,299	0.25%	+176	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	151,100	0.21%	+4,047	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	71,123	0.10%	+3,234	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.4	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	48,251	0.07%	+1,363	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	40,499	0.06%	+1,316	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	658,200	0.93%	-32,000	Jun 30, 2026	carried, not yet filed for the newest quarter
36	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	655,561	0.92%	+90,349	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	640,944	0.90%	-61,574	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	624,952	0.88%	+316,899	Jun 30, 2026	carried, not yet filed for the newest quarter
39	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	591,596	0.83%	+365,368	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	2,008	0.00%	-139	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
39.2	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	932	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
39.3	DWS Equity Sector Strategy Fund Fund S000006099 · Registered fund · May 31, 2026 DEUTSCHE DWS ASSET ALLOCATION TRUST, not summed	337	0.00%	0	May 31, 2026	DEUTSCHE DWS ASSET ALLOCATION TRUST, not summed
39.4	Xtrackers Russell 1000 US Quality at a Reasonable Price ETF Fund S000060057 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	195	0.00%	-4	May 29, 2026	DBX ETF Trust, not summed
39.5	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	179	0.00%	+26	May 29, 2026	DBX ETF Trust, not summed
40	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	562,241	0.79%	-7,147	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	22,567	0.03%	+1,252	Jun 30, 2026	Northern Funds, not summed
40.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,318	0.00%	+392	Jul 31, 2026	FlexShares Trust, not summed
40.3	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,163	0.00%	—	Jun 30, 2026	Northern Funds, not summed
41	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	551,912	0.78%	+69,531	Jun 30, 2026	carried, not yet filed for the newest quarter
42	New World Fund Inc Fund S000009633 · Registered fund · Jul 31, 2026 New World Fund Inc, not summed	492,931	0.69%	0	Jul 31, 2026	New World Fund Inc, not summed
43	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	463,787	0.65%	-29,541	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Growth Fund Fund S000008791 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	448,957	0.63%	-144,394	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
45	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	434,656	0.61%	+75,928	Jun 30, 2026	carried, not yet filed for the newest quarter
46	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	413,611	0.58%	-20,494	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Brown Advisory Flexible Equity ETF Fund S000088454 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	108,583	0.15%	—	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
46.2	Brown Advisory Flexible Equity Fund Fund S000038482 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	58,100	0.08%	-3,066	Jun 30, 2026	Brown Advisory Funds, not summed
47	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	375,336	0.53%	-1,548	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	361,742	0.51%	-14,249	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
49	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	360,198	0.51%	-265,628	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	PACE Small/Medium Co Value Equity Investments Fund S000002973 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	5,691	0.01%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
49.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	41	0.00%	-24	May 31, 2026	UBS INVESTMENT TRUST, not summed
49.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	18	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
50	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	353,619	0.50%	-99,588	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1097149 CUSIP 016255101 13F (30d) 78 filings 73 filers Visit website Investor relations