AMG · Affiliated Managers Group, Inc. · Shareholders & Ownership

$395.53 +1.87 (+0.48%) At close · Oct 22

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$10.22B

25.86M

Volume · Oct 22 204.49K Avg daily vol (3M) 273.8K

Every disclosed holder of AMG 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 AMG

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)	576	25,415,701	98.28%	Yes
Insiders (Forms 3, 4, 5)	13	903,738	3.49%	Yes
13D/G-only blocks	1	1,017,113	3.93%	Yes
Remaining	—	1,476,619	-5.71%	Negative
Registered funds (N-PORT, not summed)	414	11,214,738	43.37%	No

Shares outstanding: 25,859,933, 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 AMG

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	2,772,736	10.72%	-94,929	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	903,925	3.50%	-27,421	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	158,039	0.61%	-13,211	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	104,792	0.41%	-365	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	57,125	0.22%	-6,559	Jun 30, 2026	iShares Trust, not summed
1.5	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	44,108	0.17%	+3,735	Jul 31, 2026	iShares Trust, not summed
2	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,487,219	5.75%	-245,293	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	MORGAN STANLEY 13G CIK 895421 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,458,379	5.64%	-525,008	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	34	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,391,836	5.38%	+32,043	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,151,085	4.45%	-23,661	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Millennium Management LLC 13G CIK 1319244 · Unknown · Sep 30, 2025 Rule 13d-1(c), passive investor	1,017,113	3.93%	-488,991	Sep 30, 2025	Rule 13d-1(c), passive investor
6	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,001,967	3.87%	+30,720	Jun 30, 2026	carried, not yet filed for the newest quarter
7	ARIEL INVESTMENTS, LLC 13F CIK 936753 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	999,676	3.87%	-64,354	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Ariel Fund Fund S000005024 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	280,984	1.09%	-55,078	Jun 30, 2026	Ariel Investment Trust, not summed
7.2	Ariel Focus Fund Fund S000005026 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	14,306	0.06%	+584	Jun 30, 2026	Ariel Investment Trust, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	883,323	3.42%	-43,410	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	133,710	0.52%	-3,685	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	40,945	0.16%	-1,844	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	19,942	0.08%	-3,669	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	9,039	0.04%	-600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	4,200	0.02%	-2,360	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	875,116	3.38%	+869,748	Jun 30, 2026	carried, not yet filed for the newest quarter
10	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	857,756	3.32%	+97,543	Jun 30, 2026	carried, not yet filed for the newest quarter
11	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	815,790	3.15%	+91,990	Jun 30, 2026	Capitol Series Trust, not summed
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	796,439	3.08%	-12,709	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Eaton Vance Atlanta Capital SMID-Cap Fund Fund S000005198 · Registered fund · Jun 30, 2026 Eaton Vance Growth Trust, not summed	785,100	3.04%	-226,026	Jun 30, 2026	Eaton Vance Growth Trust, not summed
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	670,195	2.59%	-48,118	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	133,025	0.51%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	85,132	0.33%	+386	Jul 31, 2026	Dimensional ETF Trust, not summed
14.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	64,120	0.25%	+1,108	Jul 31, 2026	Dimensional ETF Trust, not summed
14.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	48,512	0.19%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	35,352	0.14%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	590,757	2.28%	-45,021	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Horgen Jay C. Insider CIK 1432993 · Jun 8, 2026 Director, Chief Executive Officer, issuer-wide	588,764	2.28%	+17,829	Jun 8, 2026	Director, Chief Executive Officer, issuer-wide
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	575,609	2.23%	-8,917	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	533,611	2.06%	+56,800	Jun 30, 2026	carried, not yet filed for the newest quarter
19	LYRICAL ASSET MANAGEMENT LP 13F CIK 1542302 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	472,886	1.83%	-29,235	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	LYRICAL U.S. VALUE EQUITY FUND Fund S000039711 · Registered fund · May 31, 2026 Ultimus Managers Trust, not summed	81,534	0.32%	-4,259	May 31, 2026	Ultimus Managers Trust, not summed
20	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	453,989	1.76%	-34,753	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	210,650	0.81%	-24,121	Jun 30, 2026	PIMCO Equity Series, not summed
20.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	997	0.00%	+298	Jun 30, 2026	PIMCO Equity Series, not summed
21	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	432,420	1.67%	+22,842	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	380,623	1.47%	+64,133	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Invesco S&P MidCap Momentum ETF Fund S000003056 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	262,389	1.01%	+32,400	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.2	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	25,112	0.10%	+4,388	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.3	Invesco Dorsey Wright Momentum ETF Fund S000013787 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	23,912	0.09%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.4	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	11,708	0.05%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	9,018	0.03%	-808	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
23	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	364,523	1.41%	-7,702	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	361,473	1.40%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	322,670	1.25%	-26,212	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	17,163	0.07%	-521	Jun 30, 2026	Northern Funds, not summed
25.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,688	0.02%	-10	Jul 31, 2026	FlexShares Trust, not summed
25.3	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,917	0.02%	-815	Jun 30, 2026	Northern Funds, not summed
25.4	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	835	0.00%	+10	Jun 30, 2026	Northern Funds, not summed
26	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	309,134	1.20%	+56,629	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	302,771	1.17%	-11,183	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Channing Capital Management, LLC 13F CIK 1302404 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	302,514	1.17%	-158	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	CHANNING INTRINSIC VALUE SMALL-CAP FUND Fund S000071821 · Registered fund · Jul 31, 2026 Valued Advisers Trust, not summed	797	0.00%	-84	Jul 31, 2026	Valued Advisers Trust, not summed
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	287,795	1.11%	-20,236	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	135,022	0.52%	-1,601	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	76,005	0.29%	+40	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	25,372	0.10%	-4,254	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	16,447	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	16,055	0.06%	-245	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	281,967	1.09%	-18,298	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,038	0.02%	-173	Jul 31, 2026	BNY Mellon ETF Trust, not summed
31	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	268,737	1.04%	+114,504	Jun 30, 2026	carried, not yet filed for the newest quarter
32	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	258,331	1.00%	+72,974	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,834	0.01%	+666	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
32.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	877	0.00%	-60	May 31, 2026	Goldman Sachs ETF Trust II, not summed
32.3	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	341	0.00%	-18	May 31, 2026	Goldman Sachs ETF Trust, not summed
33	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	246,463	0.95%	-6,800	Jun 30, 2026	carried, not yet filed for the newest quarter
34	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	239,235	0.93%	+7,774	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Carillon ClariVest Capital Appreciation Fund Fund S000058957 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	12,290	0.05%	0	Jun 30, 2026	Carillon Series Trust, not summed
35	Clarkston Capital Partners, LLC 13F CIK 1562855 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	228,683	0.88%	-85,025	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Clarkston Partners Fund Fund S000050589 · Registered fund · Jun 30, 2026 ALPS SERIES TRUST, not summed	70,000	0.27%	-18,000	Jun 30, 2026	ALPS SERIES TRUST, not summed
35.2	Clarkston Founders Fund Fund S000053615 · Registered fund · Jun 30, 2026 ALPS SERIES TRUST, not summed	12,500	0.05%	-30,500	Jun 30, 2026	ALPS SERIES TRUST, not summed
35.3	Clarkston Fund Fund S000050590 · Registered fund · Jun 30, 2026 ALPS SERIES TRUST, not summed	3,800	0.01%	-24,200	Jun 30, 2026	ALPS SERIES TRUST, not summed
36	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	216,446	0.84%	+50,628	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
37	BRUNI J V & CO /CO 13F CIK 1078841 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	210,094	0.81%	-39,671	Jun 30, 2026	carried, not yet filed for the newest quarter
38	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	198,492	0.77%	-48,728	Jun 30, 2026	carried, not yet filed for the newest quarter
39	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	189,739	0.73%	-16,364	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	AB DISCOVERY GROWTH FUND, INC. Fund S000010117 · Registered fund · Jun 30, 2026 AB DISCOVERY GROWTH FUND, INC., not summed	84,987	0.33%	-1,441	Jun 30, 2026	AB DISCOVERY GROWTH FUND, INC., not summed
39.2	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	596	0.00%	0	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
39.3	Overlay A Portfolio Fund S000027647 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	241	0.00%	0	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
40	Kiltearn Partners LLP 13F CIK 1582633 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	184,586	0.71%	-10,528	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Caisse de depot et placement du Quebec 13F CIK 898286 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	182,041	0.70%	-38,846	Jun 30, 2026	carried, not yet filed for the newest quarter
42	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	177,576	0.69%	-2,399	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	144,917	0.56%	-1,949	May 31, 2026	Fidelity Concord Street Trust, not summed
42.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	96,689	0.37%	-4,455	Jul 31, 2026	Fidelity Salem Street Trust, not summed
42.3	Fidelity SAI Small-Mid Cap Momentum Index Fund Fund S000050321 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	79,033	0.31%	-679	Jul 31, 2026	Fidelity Salem Street Trust, not summed
42.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	53,025	0.21%	+386	May 31, 2026	Fidelity Concord Street Trust, not summed
42.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	51,000	0.20%	0	May 31, 2026	Fidelity Rutland Square Trust II, not summed
43	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	175,776	0.68%	+46,655	Jun 30, 2026	carried, not yet filed for the newest quarter
44	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	166,559	0.64%	-17,062	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	67,614	0.26%	-28,920	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
44.2	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	15,715	0.06%	+948	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
44.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	3,688	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
44.4	T. Rowe Price Mid-Cap Index Fund Fund S000051326 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	2,263	0.01%	-8	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
44.5	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	1,279	0.00%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	165,842	0.64%	-6,417	Jun 30, 2026	carried, not yet filed for the newest quarter
46	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	164,477	0.64%	+9,807	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	LORD ABBETT MID CAP STOCK FUND INC Fund S000001450 · Registered fund · Jun 30, 2026 LORD ABBETT MID CAP STOCK FUND INC, not summed	60,820	0.24%	+1,810	Jun 30, 2026	LORD ABBETT MID CAP STOCK FUND INC, not summed
46.2	Lord Abbett Value Opportunities Fund Fund S000007144 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	55,323	0.21%	+2,619	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
46.3	Small-Cap Value Series Fund S000007001 · Registered fund · May 31, 2026 LORD ABBETT RESEARCH FUND INC, not summed	22,265	0.09%	+1,731	May 31, 2026	LORD ABBETT RESEARCH FUND INC, not summed
46.4	Mid Cap Stock Portfolio Fund S000007304 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	13,060	0.05%	+360	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
46.5	Lord Abbett Focused Small Cap Value Fund Fund S000007143 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	7,702	0.03%	0	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
47	Wojcik Thomas M Insider CIK 1776685 · Mar 6, 2026 President and COO, issuer-wide	159,465	0.62%	+755	Mar 6, 2026	President and COO, issuer-wide
48	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	129,402	0.50%	-11,138	Jun 30, 2026	carried, not yet filed for the newest quarter
49	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	117,440	0.45%	+7,690	Jun 30, 2026	carried, not yet filed for the newest quarter
50	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	117,142	0.45%	+9,488	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1004434 CUSIP 008252108 13F (30d) 104 filings 98 filers Visit website Investor relations