ALNY · Alnylam Pharmaceuticals, Inc. · Shareholders & Ownership

$174.00 -58.40 (-25.13%) At close · Oct 29 Q2 2026 earnings call transcript

Nasdaq-100 member Russell 1000 member Rebalance outlook locked

Market Cap

$23.31B

133.94M

Volume · Oct 29 11.8M Avg daily vol (3M) 1.91M

Every disclosed holder of ALNY 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 ALNY

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)	788	132,908,796	99.23%	Yes
Insiders (Forms 3, 4, 5)	20	620,228	0.46%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	408,552	0.31%	Rest
Registered funds (N-PORT, not summed)	696	73,997,774	55.25%	No

Shares outstanding: 133,937,576, 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 ALNY

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	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	15,023,962	11.22%	+444,796	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Fidelity OTC Portfolio Fund S000007191 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	2,140,824	1.60%	+547,100	Jul 31, 2026	Fidelity Securities Fund, not summed
1.2	Fidelity Growth Company Fund Fund S000007119 · Registered fund · Aug 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	894,221	0.67%	-444,653	Aug 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
1.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	888,463	0.66%	-67,317	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
1.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	650,815	0.49%	-33,509	Aug 31, 2026	Fidelity Concord Street Trust, not summed
1.5	Select Health Care Portfolio Fund S000007466 · Registered fund · Aug 31, 2026 Fidelity Select Portfolios, not summed	550,000	0.41%	+90,000	Aug 31, 2026	Fidelity Select Portfolios, not summed
2	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,144,846	8.32%	+342,498	Jun 30, 2026	carried, not yet filed for the newest quarter
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,907,675	8.14%	+462,767	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Biotechnology ETF Fund S000004350 · Registered fund · Jun 30, 2026 iShares Trust, not summed	942,174	0.70%	-37,468	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	786,679	0.59%	-63,927	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	548,234	0.41%	+63,607	Jun 30, 2026	iShares Trust, not summed
3.4	iShares MSCI USA Min Vol Factor ETF Fund S000031838 · Registered fund · Jul 31, 2026 iShares Trust, not summed	519,903	0.39%	+293,657	Jul 31, 2026	iShares Trust, not summed
3.5	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	509,032	0.38%	-2,099	Jun 30, 2026	iShares Trust, not summed
4	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,750,699	7.28%	+279,518	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	7,670,994	5.73%	-353,526	May 31, 2026	Growth Fund of America, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,538,390	4.88%	+47,110	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,029,478	4.50%	+82,772	Jun 30, 2026	carried, not yet filed for the newest quarter
8	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,642,173	4.21%	+448,849	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,239,087	3.17%	+23,326	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	AMCAP Fund Fund S000008817 · Registered fund · May 31, 2026 AMCAP Fund, not summed	4,101,680	3.06%	+357,021	May 31, 2026	AMCAP Fund, not summed
11	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,754,318	2.80%	+970,924	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Invesco NASDAQ 100 ETF Fund S000069448 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	563,667	0.42%	+61,174	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.2	Invesco Biotechnology & Genome ETF Fund S000003026 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	43,457	0.03%	+4,751	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.3	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	22,908	0.02%	+606	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.4	Invesco Nasdaq Biotechnology ETF Fund S000072469 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	7,110	0.01%	-360	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.5	Invesco MSCI North America Climate ETF Fund S000089010 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	5,286	0.00%	+715	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,555,689	2.65%	+232,991	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	State Street(R) SPDR(R) S&P(R) Biotech ETF Fund S000010018 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	341,887	0.26%	+77,481	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	46,480	0.03%	+1,400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12.3	State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF Fund S000048346 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	11,338	0.01%	+6,594	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.4	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	7,186	0.01%	+184	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.5	State Street(R) SPDR(R) MSCI USA Gender Diversity ETF Fund S000053058 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,337	0.00%	+74	Jun 30, 2026	SPDR SERIES TRUST, not summed
13	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,893,030	2.16%	+28,869	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Invesco QQQ Trust, Series 1 Fund S000101292 · Registered fund · Jun 30, 2026 Invesco QQQ Trust, Series 1, not summed	2,834,095	2.12%	+40,285	Jun 30, 2026	Invesco QQQ Trust, Series 1, not summed
15	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,675,517	2.00%	-3,648,235	Jun 30, 2026	carried, not yet filed for the newest quarter
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,635,840	1.97%	-24,545	Jun 30, 2026	carried, not yet filed for the newest quarter
17	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,439,889	1.82%	-53,977	Jun 30, 2026	carried, not yet filed for the newest quarter
18	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,271,813	1.70%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
19	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,110,407	1.58%	+174,482	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	VANGUARD HEALTH CARE FUND Fund S000002922 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	2,136,580	1.60%	+465,901	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
20	Orbis Allan Gray Ltd 13F CIK 1663865 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,987,407	1.48%	+652,582	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Dodge & Cox 13F CIK 200217 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,955,393	1.46%	+26,140	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Dodge & Cox Stock Fund Fund S000011202 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	1,233,200	0.92%	0	Jun 30, 2026	Dodge & Cox Funds, not summed
21.2	Dodge & Cox Global Stock Fund Fund S000022057 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	161,841	0.12%	0	Jun 30, 2026	Dodge & Cox Funds, not summed
21.3	Dodge & Cox Balanced Fund Fund S000011204 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	53,400	0.04%	0	Jun 30, 2026	Dodge & Cox Funds, not summed
22	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,875,937	1.40%	-116,640	Jun 30, 2026	carried, not yet filed for the newest quarter
23	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,853,956	1.38%	+51,593	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Ultra Fund Fund S000006195 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	688,000	0.51%	-59,000	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
23.2	Heritage Fund Fund S000006206 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	450,954	0.34%	+37,734	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
23.3	Disciplined Growth Fund Fund S000005976 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	2,015	0.00%	-1,060	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
24	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,624,001	1.21%	+58,767	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	1,612,942	1.20%	-334,845	Jun 30, 2026	Investment Co of America, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,530,865	1.14%	+50,605	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,259,483	0.94%	-96,553	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Growth Fund Fund S000008791 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	1,197,876	0.89%	-78,610	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
29	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,149,201	0.86%	-283,547	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	T. Rowe Price Capital Appreciation Fund Fund S000002070 · Registered fund · Jun 30, 2026 T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed	2,034,761	1.52%	+318,881	Jun 30, 2026	T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed
29.2	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	1,165,773	0.87%	-787	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
29.3	T. Rowe Price Health Sciences Fund, Inc. Fund S000002088 · Registered fund · Jun 30, 2026 T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed	266,374	0.20%	-265,520	Jun 30, 2026	T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
29.4	T. Rowe Price Capital Appreciation Equity ETF Fund S000079834 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	248,396	0.19%	+98,992	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
29.5	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	183,160	0.14%	-5,654	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
30	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,104,109	0.82%	+45,047	Jun 30, 2026	carried, not yet filed for the newest quarter
31	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,032,150	0.77%	+29,469	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	416	0.00%	-6	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
31.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	256	0.00%	+29	Jul 31, 2026	E Trade Trust, not summed
31.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	210	0.00%	+47	Jul 31, 2026	E Trade Trust, not summed
31.4	Vitality Portfolio Fund S000074797 · Registered fund · Mar 31, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	175	0.00%	—	Mar 31, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
31.5	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	55	0.00%	-2	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
32	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,022,888	0.76%	+14,144	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	1,020,320	0.76%	0	Jun 30, 2026	New Perspective Fund, not summed
34	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	994,476	0.74%	+27,564	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	924,561	0.69%	-10,320	Jun 30, 2026	carried, not yet filed for the newest quarter
36	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	893,795	0.67%	+231,430	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Fundamental Large Cap Core Fund Fund S000000630 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	254,218	0.19%	+62,691	Jul 31, 2026	John Hancock Investment Trust, not summed
36.2	Capital Appreciation Value Fund Fund S000030799 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	43,310	0.03%	+27,859	May 31, 2026	John Hancock Funds II, not summed
36.3	Fundamental All Cap Core Fund Fund S000032685 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	18,360	0.01%	—	May 31, 2026	John Hancock Funds II, not summed
36.4	John Hancock Multifactor Large Cap ETF Fund S000050077 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	2,619	0.00%	-22	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
36.5	John Hancock Fundamental All Cap Core ETF Fund S000082342 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	188	0.00%	+81	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
37	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	886,900	0.66%	+28,780	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,115	0.00%	0	Jun 30, 2026	Northern Funds, not summed
37.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,160	0.00%	+542	Jul 31, 2026	FlexShares Trust, not summed
38	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	875,859	0.65%	+84,344	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	862,782	0.64%	+21,894	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Deep Track Capital, LP 13F CIK 1856083 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	825,000	0.62%	+825,000	Jun 30, 2026	carried, not yet filed for the newest quarter
41	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	815,400	0.61%	+53,936	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	DWS Health and Wellness Fund Fund S000006103 · Registered fund · Aug 31, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	7,001	0.01%	0	Aug 31, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
41.2	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	2,297	0.00%	0	Aug 31, 2026	DBX ETF Trust, not summed
41.3	Xtrackers Net Zero Pathway Paris Aligned US Equity ETF Fund S000076557 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	1,460	0.00%	+332	Aug 31, 2026	DBX ETF Trust, not summed
41.4	Xtrackers MSCI Kokusai Equity ETF Fund S000067508 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	1,234	0.00%	-10	Aug 31, 2026	DBX ETF Trust, not summed
41.5	Xtrackers US National Critical Technologies ETF Fund S000082572 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	863	0.00%	+53	Aug 31, 2026	DBX ETF Trust, not summed
42	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	800,000	0.60%	—	Jun 30, 2026	American Balanced Fund, not summed
43	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	798,715	0.60%	-39,472	Jun 30, 2026	carried, not yet filed for the newest quarter
44	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	755,377	0.56%	+82,021	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	323,917	0.24%	+41,532	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
44.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	142,289	0.11%	+1,782	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
44.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	80,893	0.06%	+2,896	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
44.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	80,027	0.06%	+1,768	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
44.5	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	42,385	0.03%	+23	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
45	Capital Group Growth ETF Fund S000074246 · Registered fund · Aug 31, 2026 Capital Group Growth ETF, not summed	748,057	0.56%	+134,727	Aug 31, 2026	Capital Group Growth ETF, not summed
46	LOS ANGELES CAPITAL MANAGEMENT LLC 13F CIK 1177206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	729,635	0.54%	+641,357	Jun 30, 2026	carried, not yet filed for the newest quarter
47	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	728,039	0.54%	-185,065	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	28,004	0.02%	-49,575	Jun 30, 2026	AQR Funds, not summed
47.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	19,418	0.01%	-6,196	Jun 30, 2026	AQR Funds, not summed
47.3	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	9,241	0.01%	-11,023	Jun 30, 2026	AQR Funds, not summed
47.4	AQR Large Cap Momentum Style Fund Fund S000025643 · Registered fund · Mar 31, 2026 AQR Funds, not summed	2,779	0.00%	—	Mar 31, 2026	AQR Funds, not summed
47.5	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	2,779	0.00%	-10,165	Jun 30, 2026	AQR Funds, not summed
48	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	727,848	0.54%	+50,329	Jun 30, 2026	carried, not yet filed for the newest quarter
49	New Economy Fund Fund S000009598 · Registered fund · May 31, 2026 New Economy Fund, not summed	723,459	0.54%	-143,856	May 31, 2026	New Economy Fund, not summed
50	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	719,905	0.54%	+32,089	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1178670 CUSIP 02043Q107 13F (30d) 188 filings 178 filers Visit website Investor relations