AN · Autonation, Inc. · Shareholders & Ownership

$161.89 +1.50 (+0.94%) At close · Oct 20

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$5.31B

33.06M

Volume · Oct 20 434.13K Avg daily vol (3M) 515.79K

Every disclosed holder of AN 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 AN

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)	513	24,199,886	73.20%	Yes
Insiders (Forms 3, 4, 5)	16	490,928	1.48%	Yes
13D/G-only blocks	3	7,094,832	21.46%	Yes
Remaining	—	1,275,160	3.86%	Rest
Registered funds (N-PORT, not summed)	388	10,057,024	30.42%	No

Shares outstanding: 33,060,806, 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 AN

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	Cascade Investment, L.L.C. 13D CIK 1052192 · Unknown · May 1, 2026	7,062,629	21.36%	0	May 1, 2026
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,361,210	7.14%	-80,853	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	859,380	2.60%	-2,564	Jun 30, 2026	iShares Trust, not summed
2.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	125,766	0.38%	-6,514	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	101,115	0.31%	-1,411	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	55,081	0.17%	-5,761	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	37,870	0.11%	-322	Jun 30, 2026	iShares Trust, not summed
3	Brave Warrior Advisors, LLC 13G CIK 1553733 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,926,427	5.83%	—	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.1	Brave Warrior Advisors, LLC 13F CIK 1553733 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,524,124	4.61%	-23,604	Jun 30, 2026	carried, not yet filed for the newest quarter
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,506,865	4.56%	+27,874	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	238,120	0.72%	+12,598	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	224,778	0.68%	+3,567	Jul 31, 2026	Dimensional ETF Trust, not summed
4.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	167,662	0.51%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	111,684	0.34%	+5,637	Jul 31, 2026	Dimensional ETF Trust, not summed
4.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	111,266	0.34%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,411,486	4.27%	-45,365	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,362,839	4.12%	-41,143	Jun 30, 2026	carried, not yet filed for the newest quarter
7	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,161,962	3.51%	+337,941	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	104,392	0.32%	+8,243	Jun 30, 2026	AQR Funds, not summed
7.2	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	46,848	0.14%	+11,012	Jun 30, 2026	AQR Funds, not summed
7.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	29,621	0.09%	+6,037	Jun 30, 2026	AQR Funds, not summed
7.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	16,800	0.05%	+8,136	Jun 30, 2026	AQR Funds, not summed
7.5	AQR Large Cap Momentum Style Fund Fund S000025643 · Registered fund · Mar 31, 2026 AQR Funds, not summed	11,012	0.03%	—	Mar 31, 2026	AQR Funds, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,009,115	3.05%	-38,450	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	994,643	3.01%	+239,908	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	233,883	0.71%	+62,967	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
9.2	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	136,122	0.41%	+35,649	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
9.3	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	130,729	0.40%	+40,055	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
9.4	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	68,464	0.21%	+10,564	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
9.5	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	47,891	0.14%	+13,192	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	868,811	2.63%	-17,565	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	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	127,014	0.38%	-289	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	38,693	0.12%	-1,250	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	State Street(R) SPDR(R) S&P(R) Retail ETF Fund S000012322 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	26,655	0.08%	+10,229	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	8,127	0.02%	-1,200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.5	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	5,554	0.02%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	729,235	2.21%	-31,123	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	722,126	2.18%	-168,612	Jun 30, 2026	carried, not yet filed for the newest quarter
13	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	518,466	1.57%	+31,629	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	27	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
14	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	481,410	1.46%	-16,350	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	7,900	0.02%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
14.2	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	2,300	0.01%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
14.3	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	2,200	0.01%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	480,842	1.45%	-19,248	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	461,814	1.40%	-22,361	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	461,705	1.40%	+73,845	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	164,665	0.50%	+131,297	May 31, 2026	Fidelity Rutland Square Trust II, not summed
17.2	Fidelity Series Value Discovery Fund Fund S000039216 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	137,900	0.42%	0	Jul 31, 2026	Fidelity Devonshire Trust, not summed
17.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	133,603	0.40%	-8,620	May 31, 2026	Fidelity Concord Street Trust, not summed
17.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	93,296	0.28%	-5,150	Jul 31, 2026	Fidelity Salem Street Trust, not summed
17.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	56,977	0.17%	-40,861	May 31, 2026	Fidelity Rutland Square Trust II, not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	449,138	1.36%	-9,744	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,542	0.00%	+683	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
18.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	922	0.00%	-18	May 31, 2026	Goldman Sachs ETF Trust II, not summed
18.3	Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Fund S000009352 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	766	0.00%	0	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
18.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	335	0.00%	-18	May 31, 2026	Goldman Sachs ETF Trust, not summed
19	LYRICAL ASSET MANAGEMENT LP 13F CIK 1542302 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	360,418	1.09%	-15,353	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	69,926	0.21%	—	May 31, 2026	Ultimus Managers Trust, not summed
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	340,917	1.03%	-3,766	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	125,300	0.38%	-7,591	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	70,408	0.21%	-3,427	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	61,255	0.19%	+2,049	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	33,007	0.10%	+2,692	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	16,280	0.05%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	317,018	0.96%	-300	Jun 30, 2026	carried, not yet filed for the newest quarter
22	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	307,792	0.93%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	306,886	0.93%	+103,606	Jun 30, 2026	carried, not yet filed for the newest quarter
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	292,640	0.89%	-90,975	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	287,787	0.87%	-2,705	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	244,476	0.74%	-6,765	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,321	0.05%	+173	Jun 30, 2026	Northern Funds, not summed
26.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,372	0.02%	-172	Jul 31, 2026	FlexShares Trust, not summed
27	GABELLI FUNDS LLC 13F CIK 1081407 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	233,350	0.71%	+4,000	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	The Gabelli Small Cap Growth Fund Fund S000001062 · Registered fund · Jun 30, 2026 Gabelli Equity Series Funds Inc, not summed	90,000	0.27%	-3,000	Jun 30, 2026	Gabelli Equity Series Funds Inc, not summed
27.2	The Gabelli Asset Fund Fund S000001087 · Registered fund · Jun 30, 2026 Gabelli Asset Fund, not summed	25,000	0.08%	+2,000	Jun 30, 2026	Gabelli Asset Fund, not summed
28	Simcoe Capital Management, LLC 13F CIK 1633362 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	226,270	0.68%	-68,695	Jun 30, 2026	carried, not yet filed for the newest quarter
29	HORIZON KINETICS ASSET MANAGEMENT LLC 13F CIK 1056823 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	212,917	0.64%	-12,136	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	204,289	0.62%	+3,107	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	100,197	0.30%	-557	Jul 31, 2026	TIAA-CREF Funds, not summed
30.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	22,483	0.07%	+249	Jun 30, 2026	College Retirement Equities Fund, not summed
30.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	22,297	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
30.4	Nuveen Mid Cap Value Opportunities Fund Fund S000005556 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	22,105	0.07%	0	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
30.5	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	13,560	0.04%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
31	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	198,747	0.60%	+4,729	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	181,241	0.55%	-17,653	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,404	0.01%	-158	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33	WEDGE CAPITAL MANAGEMENT L L P/NC 13F CIK 1015308 · Unknown · Sep 30, 2026	171,599	0.52%	-15,370	Sep 30, 2026
34	GREATMARK INVESTMENT PARTNERS, INC. 13F CIK 1540944 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	167,953	0.51%	+2,662	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	164,036	0.50%	-3,219	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	157,289	0.48%	+17,991	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	PIMCO RAE US Fund Fund S000048956 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	20,195	0.06%	-1,000	Jun 30, 2026	PIMCO Equity Series, not summed
36.2	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	16,139	0.05%	—	Jun 30, 2026	PIMCO Equity Series, not summed
36.3	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,185	0.00%	+156	Jun 30, 2026	PIMCO Equity Series, not summed
37	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	155,108	0.47%	+52,550	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Manley Michael Mark Insider CIK 1518992 · Mar 1, 2026 Director, CEO and Director, issuer-wide	151,586	0.46%	+14,198	Mar 1, 2026	Director, CEO and Director, issuer-wide
39	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	146,109	0.44%	+9,484	Jun 30, 2026	carried, not yet filed for the newest quarter
40	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	145,529	0.44%	+13,429	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	18,595	0.06%	-1,576	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
40.2	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	17,300	0.05%	0	May 31, 2026	Columbia Funds Series Trust II, not summed
40.3	Multi-Manager Directional Alternative Strategies Fund Fund S000055250 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	1,911	0.01%	-1	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
41	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	144,626	0.44%	-4,819	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	138,673	0.42%	-98,792	Jun 30, 2026	carried, not yet filed for the newest quarter
43	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	137,475	0.42%	-4,900	Jun 30, 2026	Capitol Series Trust, not summed
44	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	120,734	0.37%	-53,294	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	113,312	0.34%	+113,312	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Covalis Capital LLP 13F CIK 1698819 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	112,291	0.34%	+112,291	Jun 30, 2026	carried, not yet filed for the newest quarter
47	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	110,112	0.33%	+37,050	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	89,571	0.27%	-18,046	Jun 30, 2026	carried, not yet filed for the newest quarter
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	88,542	0.27%	-1,908	Jun 30, 2026	carried, not yet filed for the newest quarter
50	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	87,779	0.27%	-6,639	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 350698 CUSIP 05329W102 13F (30d) 73 filings 68 filers Visit website Investor relations