APO · Apollo Global Management, Inc. · Shareholders & Ownership

$114.17 +2.48 (+2.22%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$66.21B

590.54M

Volume · Oct 22 1.43M Avg daily vol (3M) 3.29M

Every disclosed holder of APO 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 APO

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)	1,188	387,499,376	65.62%	Yes
Insiders (Forms 3, 4, 5)	29	130,336,478	22.07%	Yes
13D/G-only blocks	1	34,313,690	5.81%	Yes
Remaining	—	38,393,615	6.50%	Rest
Registered funds (N-PORT, not summed)	696	179,171,194	30.34%	No

Shares outstanding: 590,543,159, 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 APO

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	BLACK LEON D Insider CIK 1032666 · Aug 7, 2026 Insider, issuer-wide	37,961,228	6.43%	0	Aug 7, 2026	Insider, issuer-wide
1.1	BLACK, LEON D 13D CIK 1032666 · Unknown · Jul 18, 2025 not summed	38,996,048	6.60%	-501,000	Jul 18, 2025	not summed
2	Joshua Harris 13D CIK 1106636 · Unknown · Dec 11, 2025	34,313,690	5.81%	0	Dec 11, 2025
3	ROWAN MARC J Insider CIK 1032681 · May 8, 2026 Director, issuer-wide	34,058,816	5.77%	-140,000	May 8, 2026	Director, issuer-wide
3.1	ROWAN MARC J 13D CIK 1032681 · Unknown · Apr 14, 2025 not summed	34,332,816	5.81%	0	Apr 14, 2025	not summed
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	33,224,455	5.63%	-1,317,482	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,344,038	1.07%	+371,782	Jun 30, 2026	iShares Trust, not summed
4.2	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	937,507	0.16%	+643,656	Jun 30, 2026	iShares Trust, not summed
4.3	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	595,370	0.10%	+10,692	Jun 30, 2026	iShares Trust, not summed
4.4	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	516,045	0.09%	-1,126	Jun 30, 2026	iShares Trust, not summed
4.5	S&P 500 Index Master Portfolio Fund S000004285 · Registered fund · Jun 30, 2026 Master Investment Portfolio, not summed	426,507	0.07%	0	Jun 30, 2026	Master Investment Portfolio, not summed
5	Socrates Trust Insider CIK 1901019 · Dec 1, 2025 Insider, issuer-wide	29,629,251	5.02%	-3,000,000	Dec 1, 2025	Insider, issuer-wide
5.1	Socrates Trust 13D CIK 1901019 · Unknown · Feb 16, 2024 not summed	32,643,280	5.53%	—	Feb 16, 2024	not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	28,196,855	4.77%	+17,628	Jun 30, 2026	carried, not yet filed for the newest quarter
7	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	24,220,604	4.10%	+2,244,146	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	5,942,147	1.01%	+32,855	May 31, 2026	Fidelity Concord Street Trust, not summed
7.2	Fidelity Advisor Growth Opportunities Fund Fund S000005111 · Registered fund · May 31, 2026 Fidelity Advisor Series I, not summed	2,779,800	0.47%	+832,000	May 31, 2026	Fidelity Advisor Series I, not summed
7.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	2,256,708	0.38%	+107,667	May 31, 2026	Fidelity Rutland Square Trust II, not summed
7.4	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	1,566,265	0.27%	—	Jun 30, 2026	Fidelity Contrafund, not summed
7.5	Fidelity Leveraged Company Stock Fund Fund S000007200 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,385,700	0.23%	+90,700	Jul 31, 2026	Fidelity Securities Fund, not summed
8	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,972,610	4.06%	-2,209,862	Jun 30, 2026	carried, not yet filed for the newest quarter
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	19,878,764	3.37%	+260,464	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	3,119,424	0.53%	-26,300	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
9.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,099,592	0.19%	+123,583	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	364,886	0.06%	+11,401	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	263,716	0.04%	+7,083	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	177,400	0.03%	+11,600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,279,251	3.10%	-628,311	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,538,875	2.46%	-555,211	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	12,812,862	2.17%	-44,917	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	11,951,682	2.02%	+153,018	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,456,470	1.77%	+579,111	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Putnam Large Cap Value Fund Fund S000005581 · Registered fund · Jul 31, 2026 Putnam Large Cap Value Fund, not summed	3,843,177	0.65%	+31,323	Jul 31, 2026	Putnam Large Cap Value Fund, not summed
14.2	Putnam Focused Large Cap Value ETF Fund S000071710 · Registered fund · May 29, 2026 Putnam ETF Trust, not summed	1,199,795	0.20%	+292,113	May 29, 2026	Putnam ETF Trust, not summed
14.3	Franklin Mutual Shares Fund Fund S000007864 · Registered fund · Jun 30, 2026 Franklin Mutual Series Funds, not summed	721,619	0.12%	-32,921	Jun 30, 2026	Franklin Mutual Series Funds, not summed
14.4	Franklin Equity Income Fund Fund S000006852 · Registered fund · Jul 31, 2026 Franklin Investors Securities Trust, not summed	613,954	0.10%	—	Jul 31, 2026	Franklin Investors Securities Trust, not summed
14.5	Franklin Convertible Securities Fund Fund S000006851 · Registered fund · Jul 31, 2026 Franklin Investors Securities Trust, not summed	410,994	0.07%	—	Jul 31, 2026	Franklin Investors Securities Trust, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,396,296	1.76%	-102,159	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	9,435,852	1.60%	+3,340,417	May 31, 2026	Growth Fund of America, not summed
17	National Philanthropic Trust 13F CIK 1785342 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	9,138,579	1.55%	+133,266	Jun 30, 2026	carried, not yet filed for the newest quarter
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,937,664	1.51%	+107,818	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,355	0.00%	-180	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
18.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	845	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
18.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	676	0.00%	+142	Jul 31, 2026	E Trade Trust, not summed
18.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	178	0.00%	-30	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
19	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	7,444,278	1.26%	+864,933	Jul 31, 2026	Washington Mutual Investors Fund, not summed
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	7,323,927	1.24%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,911,799	1.17%	+2,954,496	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	6,029,456	1.02%	-1,072,702	Jun 30, 2026	Investment Co of America, not summed
23	Zelter James C Insider CIK 1382483 · Feb 18, 2026 Director, President, issuer-wide	6,017,079	1.02%	—	Feb 18, 2026	Director, President, issuer-wide
24	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,974,406	1.01%	-466,517	Jun 30, 2026	carried, not yet filed for the newest quarter
25	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	5,657,781	0.96%	+234,517	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	5,871	0.00%	+731	May 31, 2026	UBS INVESTMENT TRUST, not summed
25.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	1,997	0.00%	+242	Jun 30, 2026	UBS FUNDS, not summed
26	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	5,447,190	0.92%	-229,687	Jun 30, 2026	American Balanced Fund, not summed
27	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,155,005	0.87%	-23,666	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,870,509	0.82%	+640,492	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	136,812	0.02%	+5,742	Jun 30, 2026	Northern Funds, not summed
28.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	19,429	0.00%	—	Jun 30, 2026	Northern Funds, not summed
28.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,482	0.00%	+1,394	Jul 31, 2026	FlexShares Trust, not summed
28.4	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,520	0.00%	-115	Jul 31, 2026	FlexShares Trust, not summed
28.5	FlexShares STOXX Global ESG Select Index Fund Fund S000054499 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,805	0.00%	-215	Jul 31, 2026	FlexShares Trust, not summed
29	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,817,138	0.82%	+687,882	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	36,428	0.01%	-2,150	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
29.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	34,495	0.01%	-29,977	May 31, 2026	Goldman Sachs ETF Trust, not summed
29.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	26,406	0.00%	+2,336	May 31, 2026	Goldman Sachs ETF Trust, not summed
29.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	21,104	0.00%	-665	May 31, 2026	Goldman Sachs ETF Trust, not summed
29.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	14,815	0.00%	-7,619	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
30	KLEINMAN SCOTT Insider CIK 1272588 · May 27, 2026 Director, issuer-wide	4,753,626	0.81%	—	May 27, 2026	Director, issuer-wide
31	Mariner, LLC 13F CIK 1373442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,681,672	0.79%	+35,698	Jun 30, 2026	carried, not yet filed for the newest quarter
32	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,502,365	0.76%	-4,274,932	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,372,165	0.74%	+1,323	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	3,970,794	0.67%	0	Jun 30, 2026	American Funds Fundamental Investors, not summed
35	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,887,979	0.66%	+169,388	Jun 30, 2026	carried, not yet filed for the newest quarter
36	LDB 2014 LLC Insider CIK 1901017 · Jul 29, 2026 Insider, issuer-wide	3,647,120	0.62%	-3,000,000	Jul 29, 2026	Insider, issuer-wide
36.1	LDB 2014 LLC 13D CIK 1901017 · Unknown · Jan 15, 2025 not summed	6,647,120	1.13%	—	Jan 15, 2025	not summed
37	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,608,191	0.61%	+234,734	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,030,684	0.17%	+948	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	987,365	0.17%	+97,073	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	494,444	0.08%	+16,819	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	278,630	0.05%	+4,483	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	275,091	0.05%	+5,505	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,377,554	0.57%	-6,538,945	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,356,695	0.57%	+186,998	Jun 30, 2026	carried, not yet filed for the newest quarter
40	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,134,284	0.53%	+2,095,553	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Zito John P. Insider CIK 1748394 · May 27, 2026 Co-President (see Remarks), issuer-wide	3,063,696	0.52%	-48,644	May 27, 2026	Co-President (see Remarks), issuer-wide
42	LDB 2025 LLC 13D CIK 2121659 · Unknown · Aug 13, 2026 not summed	3,000,000	0.51%	—	Aug 13, 2026	not summed
42.1	LDB 2025 LLC Insider CIK 2121659 · Aug 13, 2026 Insider, issuer-wide	3,000,000	0.51%	—	Aug 13, 2026	Insider, issuer-wide
43	LDB C LLC 13D CIK 2099999 · Unknown · Jan 27, 2026 not summed	3,000,000	0.51%	—	Jan 27, 2026	not summed
43.1	LDB C LLC Insider CIK 2099999 · Jan 27, 2026 Insider, issuer-wide	3,000,000	0.51%	—	Jan 27, 2026	Insider, issuer-wide
44	Capital Group Dividend Value ETF Fund S000074249 · Registered fund · May 31, 2026 Capital Group Dividend Value ETF, not summed	2,960,487	0.50%	—	May 31, 2026	Capital Group Dividend Value ETF, not summed
45	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,845,435	0.48%	-55,675	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	36,631	0.01%	+38	Jul 31, 2026	BNY Mellon ETF Trust, not summed
46	TIGER GLOBAL MANAGEMENT LLC 13F CIK 1167483 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,723,110	0.46%	-570,224	Jun 30, 2026	carried, not yet filed for the newest quarter
47	BECK MACK & OLIVER LLC 13F CIK 10742 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,693,798	0.46%	-71,161	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	BECK, MACK & OLIVER PARTNERS FUND Fund S000026940 · Registered fund · Jun 30, 2026 FORUM FUNDS, not summed	43,000	0.01%	0	Jun 30, 2026	FORUM FUNDS, not summed
48	Capital Income Builder Fund S000009000 · Registered fund · Jul 31, 2026 Capital Income Builder, not summed	2,623,376	0.44%	+948,505	Jul 31, 2026	Capital Income Builder, not summed
49	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,577,894	0.44%	-2,181,680	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
50	Six Circles U.S. Unconstrained Equity Fund Fund S000061649 · Registered fund · Jun 30, 2026 SIX CIRCLES TRUST, not summed	2,567,119	0.43%	-165,263	Jun 30, 2026	SIX CIRCLES TRUST, not summed

151 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1858681 CUSIP 03769M106 13F (30d) 227 filings 215 filers Visit website Investor relations