AR · ANTERO RESOURCES Corp · Shareholders & Ownership

$38.51 +0.00 (+0.00%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$11.89B

307.44M

Volume · Oct 21 4.55M Avg daily vol (3M) 4.03M

Every disclosed holder of AR 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 AR

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)	633	276,074,053	89.80%	Yes
Insiders (Forms 3, 4, 5)	13	19,860,407	6.46%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	11,504,540	3.74%	Rest
Registered funds (N-PORT, not summed)	462	123,893,690	40.30%	No

Shares outstanding: 307,439,000, 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 AR

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	27,517,993	8.95%	+89,491	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	10,073,079	3.28%	+368,938	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,474,528	0.48%	-16,140	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	1,218,632	0.40%	+111,050	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	664,090	0.22%	-2,252	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	454,498	0.15%	+38,069	Jun 30, 2026	iShares Trust, not summed
2	RADY PAUL M Insider CIK 1234637 · May 6, 2025 Director, See Remarks, issuer-wide	17,174,237	5.59%	+7,773	May 6, 2025	Director, See Remarks, issuer-wide
3	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	16,721,765	5.44%	-6,053,474	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	16,721,764	5.44%	-8,940,118	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	3,329,036	1.08%	-1,842,654	May 31, 2026	Fidelity Rutland Square Trust II, not summed
3.3	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	2,838,234	0.92%	-492,867	Jul 31, 2026	Fidelity Puritan Trust, not summed
3.4	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	2,338,925	0.76%	+144,400	Jun 30, 2026	Variable Insurance Products Fund III, not summed
3.5	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,511,761	0.49%	-31,846	May 31, 2026	Fidelity Concord Street Trust, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,001,042	4.55%	-33,706	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,333,403	4.34%	+137,893	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	15,593,639	5.07%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,699,737	4.13%	+2,460,667	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,428,594	0.79%	+377,781	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,387,969	0.78%	+700,415	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	2,015,206	0.66%	+278,931	Jul 31, 2026	Dimensional ETF Trust, not summed
6.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,092,079	0.36%	+248,208	Jul 31, 2026	Dimensional ETF Trust, not summed
6.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	839,202	0.27%	+297,476	Jul 31, 2026	Dimensional ETF Trust, not summed
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,399,362	3.71%	+595,798	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF Fund S000012319 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,221,928	0.72%	+136,525	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	1,489,911	0.48%	+58,069	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	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	451,951	0.15%	+1,323	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	103,974	0.03%	+1,900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	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	56,887	0.02%	+760	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	9,347,382	3.04%	+10,143	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Sourcerock Group LLC 13F CIK 1822531 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,669,859	2.82%	+363,973	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,055,804	2.62%	-912,763	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	4,048,150	1.32%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
10.2	Invesco Value Opportunities Fund Fund S000027840 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	2,957,956	0.96%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
10.3	Invesco V.I. American Value Fund Fund S000027881 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	165,535	0.05%	-11,130	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
10.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	88,444	0.03%	+4,815	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.5	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	62,869	0.02%	+606	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,613,505	2.48%	+2,137,614	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	381,879	0.12%	+105,922	Jun 30, 2026	AQR Funds, not summed
11.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	147,821	0.05%	+2,581	Jun 30, 2026	AQR Funds, not summed
11.3	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	44,843	0.01%	—	Jun 30, 2026	AQR Funds, not summed
11.4	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	44,175	0.01%	+2,113	Jun 30, 2026	AQR Funds, not summed
11.5	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	16,986	0.01%	+8,442	Jun 30, 2026	AQR Funds, not summed
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,752,318	2.20%	-5,780	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,747,084	1.87%	+117,985	Jun 30, 2026	carried, not yet filed for the newest quarter
14	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,662,614	1.84%	+1,434,687	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	2,731,546	0.89%	+1,002,154	May 31, 2026	MFS Series Trust IV, not summed
14.2	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	583,080	0.19%	-59,195	May 31, 2026	MFS SERIES TRUST XIII, not summed
14.3	MFS New Discovery Fund Fund S000000765 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	380,755	0.12%	-66,086	May 31, 2026	MFS SERIES TRUST I, not summed
14.4	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	352,712	0.11%	+238,646	May 31, 2026	MFS Series Trust X, not summed
14.5	MFS New Discovery Series Fund S000002680 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	138,438	0.05%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
15	Orbis Allan Gray Ltd 13F CIK 1663865 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,547,301	1.48%	-324,745	Jun 30, 2026	carried, not yet filed for the newest quarter
16	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,281,381	1.39%	+446,574	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Neuberger Energy Transition & Infrastructure ETF Fund S000075395 · Registered fund · Jul 31, 2026 Neuberger Berman ETF Trust, not summed	44,784	0.01%	+3,812	Jul 31, 2026	Neuberger Berman ETF Trust, not summed
17	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,063,110	1.32%	+445,000	Jun 30, 2026	carried, not yet filed for the newest quarter
18	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,537,505	1.15%	-278,174	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Carillon Eagle Mid Cap Growth Fund Fund S000008481 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	1,190,865	0.39%	-54,176	Jun 30, 2026	Carillon Series Trust, not summed
18.2	Carillon Eagle Small Cap Growth Fund Fund S000008482 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	93,868	0.03%	+16,977	Jun 30, 2026	Carillon Series Trust, not summed
18.3	Carillon Chartwell Small Cap Fund Fund S000058964 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	57,655	0.02%	+9,608	Jun 30, 2026	Carillon Series Trust, not summed
18.4	Carillon Chartwell Small Cap Growth Fund Fund S000075963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	44,722	0.01%	+13,084	Jun 30, 2026	Carillon Series Trust, not summed
19	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,375,289	1.10%	+103,104	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,296,358	1.07%	-1,468,432	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	VANGUARD GLOBAL CAPITAL CYCLES FUND Fund S000002923 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	448,770	0.15%	0	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,129,395	1.02%	-448,201	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	329	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
22	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,127,214	1.02%	+2,418,797	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,018,296	0.98%	-459,922	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	49,273	0.02%	+2,031	Jul 31, 2026	BNY Mellon ETF Trust, not summed
24	DIAMOND HILL CAPITAL MANAGEMENT INC 13F CIK 1217541 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,851,780	0.93%	+1,145,976	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	DIAMOND HILL SMALL-MID CAP FUND Fund S000012190 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	614,939	0.20%	+231,280	Jun 30, 2026	Diamond Hill Funds, not summed
24.2	DIAMOND HILL SELECT FUND Fund S000012191 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	518,825	0.17%	+15,020	Jun 30, 2026	Diamond Hill Funds, not summed
24.3	DIAMOND HILL MID CAP FUND Fund S000043502 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	71,772	0.02%	+38,107	Jun 30, 2026	Diamond Hill Funds, not summed
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,844,985	0.93%	+226,780	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	191,313	0.06%	+7,087	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	60,514	0.02%	+9,694	Jul 31, 2026	FlexShares Trust, not summed
25.3	Large Cap Value Fund Fund S000001271 · Registered fund · Jun 30, 2026 Northern Funds, not summed	8,457	0.00%	-146	Jun 30, 2026	Northern Funds, not summed
26	Eurizon Capital SGR S.p.A. 13F CIK 2107286 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,829,217	0.92%	+313,786	Jun 30, 2026	carried, not yet filed for the newest quarter
27	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,747,597	0.89%	+1,124,883	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Palo Duro Investment Partners, LP 13F CIK 1977128 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,731,503	0.89%	+616,391	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Covalis Capital LLP 13F CIK 1698819 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,634,969	0.86%	+1,711,161	Jun 30, 2026	carried, not yet filed for the newest quarter
30	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,516,364	0.82%	-2,234,027	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	45,455	0.01%	-11,038	Jul 31, 2026	Goldman Sachs Trust, not summed
30.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	9,931	0.00%	+48	May 31, 2026	Goldman Sachs ETF Trust II, not summed
30.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	5,051	0.00%	-1,591	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
30.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	3,522	0.00%	-234	May 31, 2026	Goldman Sachs ETF Trust, not summed
30.5	Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Fund S000009352 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	2,934	0.00%	-21,053	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,309,452	0.75%	+58,071	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	793,577	0.26%	+2,272	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	310,975	0.10%	+8,382	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	271,903	0.09%	+8,591	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	178,253	0.06%	+5,969	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	171,491	0.06%	+2,395	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	2,264,712	0.74%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
32.1	Neuberger Energy Infrastructure and Income Fund Inc. Fund · Registered fund · May 31, 2026 Neuberger Energy Infrastructure and Income Fund Inc., not summed	1,200,000	0.39%	—	May 31, 2026	Neuberger Energy Infrastructure and Income Fund Inc., not summed
32.2	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	41,941	0.01%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
33	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,224,732	0.72%	-114,500	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,138,080	0.70%	-13,707	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,119,132	0.69%	+1,839,908	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,948,948	0.63%	+60,058	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,864,241	0.61%	+42,555	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,813,823	0.59%	+1,749,310	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Goehring & Rozencwajg Associates, LLC 13F CIK 1863154 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,731,731	0.56%	+114,593	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Goehring & Rozencwajg Resources Fund Fund S000055275 · Registered fund · Aug 31, 2026 GOEHRING & ROZENCWAJG INVESTMENT FUNDS, not summed	683,841	0.22%	+6,867	Aug 31, 2026	GOEHRING & ROZENCWAJG INVESTMENT FUNDS, not summed
40	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F CIK 1021642 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,585,630	0.52%	+144,357	Jun 30, 2026	carried, not yet filed for the newest quarter
41	DME Capital Management, LP 13F CIK 1489933 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,574,140	0.51%	+765,620	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	1,558,278	0.51%	+262,693	Sep 30, 2026
43	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,552,707	0.51%	-389,441	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD ENERGY INDEX FUND Fund S000004448 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,546,227	0.50%	+97,547	May 31, 2026	VANGUARD WORLD FUND, not summed
45	Bridgewater Associates, LP 13F CIK 1350694 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,507,657	0.49%	+1,338,903	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,464,129	0.48%	-1,342,798	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,407,811	0.46%	+226,896	Jun 30, 2026	carried, not yet filed for the newest quarter
48	SailingStone Capital Partners LLC 13F CIK 1608904 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,369,303	0.45%	+525,037	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Webs Creek Capital Management LP 13F CIK 1825309 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,336,461	0.43%	+430,133	Jun 30, 2026	carried, not yet filed for the newest quarter
50	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,318,103	0.43%	-31,134	Jun 30, 2026	carried, not yet filed for the newest quarter

94 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.

Showing 1–50 of 833 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1433270 CUSIP 03674X106 13F (30d) 86 filings 86 filers Visit website Investor relations