ANET · Arista Networks, Inc. · Shareholders & Ownership

$177.24 +4.87 (+2.83%) At close · Oct 26

S&P 500 member Russell 1000 member Rebalance outlook locked

Customer concentration — top customer 26% of revenue

One customer — 26% of revenue (the year ended December 31, 2025)

“sales to the other end customer represented 26%, 20%, and 18% of our total revenue for the years ended December 31, 2025, 2024, and 2023, respectively.”

One customer — 16% of revenue (the year ended December 31, 2025)

“sales to one end customer represented 16%, 15%, and 21% of our total revenue”

One customer — 20% of revenue (the year ended December 31, 2024)

“sales to the other end customer represented 26%, 20%, and 18% of our total revenue for the years ended December 31, 2025, 2024, and 2023, respectively.”

One customer — 15% of revenue (the year ended December 31, 2024)

“sales to one end customer represented 16%, 15%, and 21% of our total revenue”

One customer — 21% of revenue (the year ended December 31, 2023)

“sales to one end customer represented 16%, 15%, and 21% of our total revenue”

One customer — 18% of revenue (the year ended December 31, 2023)

“sales to the other end customer represented 26%, 20%, and 18% of our total revenue for the years ended December 31, 2025, 2024, and 2023, respectively.”

View the 10-Q filed Aug 5, 2026

Market Cap

$223.54B

1.26B

Volume · Oct 26 4.26M Avg daily vol (3M) 6.12M

Every disclosed holder of ANET 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 ANET

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)	2,341	899,147,214	71.29%	Yes
Insiders (Forms 3, 4, 5)	12	209,313,035	16.60%	Yes
13D/G-only blocks	1	183,761,896	14.57%	Yes
Remaining	—	30,997,497	-2.46%	Negative
Registered funds (N-PORT, not summed)	1,232	341,293,996	27.06%	No

Shares outstanding: 1,261,224,648, 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 ANET

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	Bechtolsheim Family Trust 13G CIK 1605976 · Unknown · Dec 31, 2023	183,761,896	14.57%	—	Dec 31, 2023
2	BECHTOLSHEIM ANDREAS Insider CIK 1133206 · Sep 17, 2026 Director, Chief Development Officer, 10% Owner, issuer-wide	180,543,048	14.31%	-300,000	Sep 17, 2026	Director, Chief Development Officer, 10% Owner, issuer-wide
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	91,383,843	7.25%	-523,799	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	14,202,770	1.13%	+922,269	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,988,398	0.32%	-171,391	Jun 30, 2026	iShares Trust, not summed
3.3	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	3,564,670	0.28%	-744,161	Jul 31, 2026	iShares Trust, not summed
3.4	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,179,806	0.17%	+9,787	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,330,108	0.11%	+32,969	Jun 30, 2026	iShares Trust, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	68,688,349	5.45%	+418,143	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	48,165,803	3.82%	+1,403,812	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Technology Select Sector SPDR(R) ETF Fund S000006415 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	7,128,217	0.57%	-615,667	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,462,126	0.20%	+291,013	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,541,299	0.12%	+58,126	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	389,800	0.03%	+9,700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	State Street(R) SPDR(R) NYSE Technology ETF Fund S000006980 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	382,594	0.03%	+21,658	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	47,349,865	3.75%	-4,956,761	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	13,403,384	1.06%	+189,003	Aug 31, 2026	Fidelity Concord Street Trust, not summed
6.2	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	6,528,457	0.52%	+51,678	Jun 30, 2026	Fidelity Contrafund, not summed
6.3	Fidelity SAI U.S. Quality Index Fund Fund S000051137 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	3,577,328	0.28%	+423,606	Jul 31, 2026	Fidelity Salem Street Trust, not summed
6.4	Fidelity Magellan Fund Fund S000007112 · Registered fund · Jun 30, 2026 Fidelity Magellan Fund, not summed	3,386,800	0.27%	-10,800	Jun 30, 2026	Fidelity Magellan Fund, not summed
6.5	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	3,055,659	0.24%	-515,074	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	33,978,531	2.69%	+60,168	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	27,505,753	2.18%	+276,473	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	26,756,038	2.12%	+515,662	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,808,745	2.05%	-30,929	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Ullal Jayshree Insider CIK 1605809 · Oct 9, 2026 Director, CEO and Chairperson, issuer-wide	25,041,806	1.99%	-158,543	Oct 9, 2026	Director, CEO and Chairperson, issuer-wide
12	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,227,202	1.84%	-6,094,771	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	T. Rowe Price Capital Appreciation Fund Fund S000002070 · Registered fund · Jun 30, 2026 T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed	3,143,939	0.25%	+1,642,939	Jun 30, 2026	T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed
12.2	T. Rowe Price Large-Cap Growth Fund Fund S000002095 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	2,188,750	0.17%	-385,755	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
12.3	T. Rowe Price Growth Stock Fund, Inc. Fund S000002087 · Registered fund · Jun 30, 2026 T. ROWE PRICE GROWTH STOCK FUND, INC., not summed	1,133,276	0.09%	-297,558	Jun 30, 2026	T. ROWE PRICE GROWTH STOCK FUND, INC., not summed
12.4	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	967,177	0.08%	-612,565	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
12.5	T. Rowe Price Global Stock Fund Fund S000001497 · Registered fund · Jul 31, 2026 T. ROWE PRICE INTERNATIONAL FUNDS, INC., not summed	644,913	0.05%	+159,214	Jul 31, 2026	T. ROWE PRICE INTERNATIONAL FUNDS, INC., not summed
13	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	19,696,435	1.56%	+1,191,258	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	4,374	0.00%	+945	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
13.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	2,116	0.00%	+218	Jul 31, 2026	E Trade Trust, not summed
13.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,628	0.00%	+367	Jul 31, 2026	E Trade Trust, not summed
13.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	588	0.00%	+125	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
14	Cresset Asset Management, LLC 13F CIK 1761013 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,368,054	1.54%	-1,324,657	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,164,137	1.04%	-1,595,030	Jun 30, 2026	carried, not yet filed for the newest quarter
16	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,800,606	1.01%	+2,771,999	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Columbia Seligman Technology and Information Fund Fund S000031370 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	3,393,468	0.27%	+990,962	May 31, 2026	Columbia Funds Series Trust II, not summed
16.2	Columbia Cornerstone Growth Fund Fund S000012081 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	653,172	0.05%	-28,636	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
16.3	Columbia Seligman Global Technology Fund Fund S000031372 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	601,394	0.05%	+207,966	Jul 31, 2026	Columbia Funds Series Trust II, not summed
16.4	Columbia Variable Portfolio - Disciplined Core Fund Fund S000019844 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	425,079	0.03%	-18,087	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
16.5	Columbia Disciplined Core Fund Fund S000031356 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	362,360	0.03%	-212,873	Jul 31, 2026	Columbia Funds Series Trust II, not summed
17	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	12,246,920	0.97%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
18	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,715,728	0.93%	+1,194,429	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	11,534,354	0.91%	-97,649	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	10,735,597	0.85%	-1,861,869	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	College Retirement Equities Fund - Growth Account Fund S000005082 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	5,226,450	0.41%	+797,377	Jun 30, 2026	College Retirement Equities Fund, not summed
20.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,858,816	0.15%	-517,911	Jun 30, 2026	College Retirement Equities Fund, not summed
20.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	867,472	0.07%	+1,676	Jul 31, 2026	TIAA-CREF Funds, not summed
20.4	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	586,063	0.05%	-36,369	Jul 31, 2026	TIAA-CREF Funds, not summed
20.5	Nuveen Large Cap Growth Fund Fund S000012197 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	475,913	0.04%	-49,288	Jul 31, 2026	TIAA-CREF Funds, not summed
21	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	10,462,016	0.83%	-158,726	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	UBS US Quality Growth At Reasonable Price Fund Fund S000068970 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	43,806	0.00%	+7,833	Jun 30, 2026	UBS FUNDS, not summed
21.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	5,052	0.00%	-1,631	May 31, 2026	UBS INVESTMENT TRUST, not summed
21.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	1,912	0.00%	-601	Jun 30, 2026	UBS FUNDS, not summed
21.4	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	82	0.00%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,139,095	0.80%	-4,116	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	306,970	0.02%	+3,467	Jun 30, 2026	Northern Funds, not summed
22.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	22,752	0.00%	+576	Jul 31, 2026	FlexShares Trust, not summed
22.3	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	21,504	0.00%	+924	Jul 31, 2026	FlexShares Trust, not summed
22.4	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,476	0.00%	0	Jun 30, 2026	Northern Funds, not summed
22.5	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,970	0.00%	+986	Jul 31, 2026	FlexShares Trust, not summed
23	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,928,605	0.79%	+1,874,686	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Franklin Dynatech Fund Fund S000006754 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	2,000,000	0.16%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
23.2	Putnam Large Cap Growth Fund Fund S000003848 · Registered fund · Jul 31, 2026 Putnam Investment Funds, not summed	1,019,663	0.08%	+155,850	Jul 31, 2026	Putnam Investment Funds, not summed
23.3	Templeton Growth Fund, Inc. Fund S000008759 · Registered fund · May 31, 2026 Templeton Growth Fund, Inc., not summed	605,720	0.05%	—	May 31, 2026	Templeton Growth Fund, Inc., not summed
23.4	Franklin Growth Opportunities Fund Fund S000006878 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	284,115	0.02%	0	Jul 31, 2026	Franklin Strategic Series, not summed
23.5	Templeton World Fund Fund S000008745 · Registered fund · May 31, 2026 Templeton Funds, not summed	192,750	0.02%	—	May 31, 2026	Templeton Funds, not summed
24	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,725,196	0.77%	+2,497,275	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	MFS Growth Fund Fund S000002419 · Registered fund · May 31, 2026 MFS Series Trust II, not summed	3,389,928	0.27%	+707,621	May 31, 2026	MFS Series Trust II, not summed
24.2	MFS Research Fund Fund S000002438 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	602,946	0.05%	+103,244	Jun 30, 2026	MFS Series Trust V, not summed
24.3	Massachusetts Investors Trust Fund S000000696 · Registered fund · Jun 30, 2026 MASSACHUSETTS INVESTORS TRUST, not summed	594,909	0.05%	+46,931	Jun 30, 2026	MASSACHUSETTS INVESTORS TRUST, not summed
24.4	MFS Core Equity Fund Fund S000000763 · Registered fund · Aug 31, 2026 MFS SERIES TRUST I, not summed	424,387	0.03%	-279,342	Aug 31, 2026	MFS SERIES TRUST I, not summed
24.5	MFS Technology Fund Fund S000000768 · Registered fund · Aug 31, 2026 MFS SERIES TRUST I, not summed	357,059	0.03%	+90,702	Aug 31, 2026	MFS SERIES TRUST I, not summed
25	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,640,843	0.76%	-491,198	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	179,145	0.01%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
25.2	Goldman Sachs Technology Opportunities Fund Fund S000009339 · Registered fund · Nov 30, 2025 Goldman Sachs Trust, not summed	118,952	0.01%	—	Nov 30, 2025	Goldman Sachs Trust, not summed
25.3	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	103,699	0.01%	-22,425	May 31, 2026	Goldman Sachs ETF Trust, not summed
25.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	82,769	0.01%	+22,594	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
25.5	Goldman Sachs Large Cap Growth Insights Fund Fund S000009328 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	79,453	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
26	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,622,283	0.76%	-134,870	Jun 30, 2026	carried, not yet filed for the newest quarter
27	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	9,357,496	0.74%	+388,354	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	DWS Science and Technology Fund Fund S000031522 · Registered fund · Jul 31, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	233,494	0.02%	-47,369	Jul 31, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
27.2	DWS Capital Growth Fund Fund S000005705 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	128,828	0.01%	-1,761	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
27.3	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	69,385	0.01%	+4,383	Aug 31, 2026	DBX ETF Trust, not summed
27.4	DWS Capital Growth VIP Fund S000006245 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES I, not summed	56,203	0.00%	-1,920	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES I, not summed
27.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	32,052	0.00%	-1,247	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
28	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,440,963	0.67%	+470,451	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	VANGUARD WELLINGTON FUND Fund S000004406 · Registered fund · May 31, 2026 VANGUARD WELLINGTON FUND, not summed	688,231	0.05%	—	May 31, 2026	VANGUARD WELLINGTON FUND, not summed
28.2	VANGUARD GLOBAL ESG SELECT STOCK FUND Fund S000065529 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	224,899	0.02%	-31,754	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
28.3	GROWTH PORTFOLIO Fund S000004401 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	149,363	0.01%	+9,003	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, 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	8,233,091	0.65%	+586,952	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	2,306,945	0.18%	+14,494	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	2,200,511	0.17%	+220,134	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,096,377	0.09%	+30,721	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	624,963	0.05%	+15,865	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	610,742	0.05%	+11,072	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,615,964	0.60%	-843,081	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	7,406,494	0.59%	+26,622	May 31, 2026	VANGUARD WORLD FUND, not summed
32	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,309,036	0.58%	-1,755,407	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,051,432	0.56%	-414,053	Jun 30, 2026	carried, not yet filed for the newest quarter
34	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,545,078	0.52%	+538,201	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,485,473	0.51%	+1,605,200	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Janus Henderson VIT Balanced Portfolio Fund S000010394 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	310,498	0.02%	+80,041	Jun 30, 2026	Janus Aspen Series, not summed
35.2	Janus Henderson VIT Global Technology and Innovation Portfolio Fund S000010408 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	120,713	0.01%	+52,641	Jun 30, 2026	Janus Aspen Series, not summed
35.3	Janus Henderson VIT Research Portfolio Fund S000010395 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	46,182	0.00%	-958	Jun 30, 2026	Janus Aspen Series, not summed
35.4	Janus Henderson VIT Global Research Portfolio Fund S000010402 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	34,273	0.00%	-471	Jun 30, 2026	Janus Aspen Series, not summed
35.5	Janus Henderson High-Yield Fund Fund S000010468 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	7,490	0.00%	—	Jun 30, 2026	Janus Investment Fund, not summed
36	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,315,009	0.50%	-133,749	Jun 30, 2026	carried, not yet filed for the newest quarter
37	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,300,948	0.50%	+684,181	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,007,707	0.48%	+1,570,465	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	5,966,446	0.47%	-19,608	Jun 30, 2026	carried, not yet filed for the newest quarter
40	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,932,011	0.47%	-2,019,002	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	146,503	0.01%	-2,468	Jun 30, 2026	AQR Funds, not summed
40.2	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	105,982	0.01%	-44,043	Jun 30, 2026	AQR Funds, not summed
40.3	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	83,249	0.01%	-96,240	Jun 30, 2026	AQR Funds, not summed
40.4	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	73,005	0.01%	+19,296	Jun 30, 2026	AQR Funds, not summed
40.5	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	32,655	0.00%	0	Jun 30, 2026	AQR Funds, not summed
41	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	5,650,367	0.45%	+1,174,317	May 31, 2026	Growth Fund of America, not summed
42	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 13F CIK 315032 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,619,228	0.45%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	5,605,507	0.44%	-216,814	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
44	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,363,860	0.43%	-71,487	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	87,651	0.01%	+92	Jul 31, 2026	BNY Mellon ETF Trust, not summed
45	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,139,737	0.41%	-1,405,824	Jun 30, 2026	carried, not yet filed for the newest quarter
46	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,121,261	0.41%	+2,709,888	Jun 30, 2026	carried, not yet filed for the newest quarter
47	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,005,585	0.40%	+284,943	Jun 30, 2026	carried, not yet filed for the newest quarter
48	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,799,030	0.38%	+240,448	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,724,190	0.37%	-2,269,746	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,228,816	0.10%	+8,146	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
49.2	Invesco S&P 500 Equal Weight Technology ETF Fund S000060789 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	492,327	0.04%	+89,154	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
49.3	Invesco S&P 500 GARP ETF Fund S000032768 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	246,306	0.02%	-85,075	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
49.4	Invesco S&P 500 Pure Growth ETF Fund S000060791 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	217,973	0.02%	+3,319	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
49.5	Invesco Large Cap Growth ETF Fund S000003054 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	214,653	0.02%	+19,419	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
50	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,658,879	0.37%	+417,928	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1596532 CUSIP 040413205 13F (30d) 761 filings 741 filers Visit website Investor relations