ARES · Ares Management Corp · Shareholders & Ownership

$117.01 +0.72 (+0.62%) At close · Oct 21

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$42.40B

360.28M

Volume · Oct 21 1.84M Avg daily vol (3M) 2.25M

Every disclosed holder of ARES 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 ARES

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)	812	220,636,850	61.24%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	5	218,722,606	60.71%	Yes
Remaining	—	79,082,227	-21.95%	Negative
Registered funds (N-PORT, not summed)	629	99,544,859	27.63%	No

Shares outstanding: 360,277,229, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 ARES

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	Antony P. Ressler 13G CIK 1025978 · Unknown · Jun 30, 2026 Rule 13d-1(d), exempt investor	109,435,458	30.38%	-2,250,545	Jun 30, 2026	Rule 13d-1(d), exempt investor
1.1	RESSLER ANTONY P Insider CIK 1025978 · Sep 10, 2025 Director, Co-Founder & Exec. Chairman, 10% Owner, issuer-wide, not summed	2,235,625	0.62%	-128,837	Sep 10, 2025	Director, Co-Founder & Exec. Chairman, 10% Owner, issuer-wide, not summed
2	Ares Partners Holdco LLC 13G CIK 1620263 · Unknown · Jun 30, 2026 Rule 13d-1(d), exempt investor	107,110,305	29.73%	-2,250,545	Jun 30, 2026	Rule 13d-1(d), exempt investor
3	ARES MANAGEMENT LLC Insider CIK 1259313 · Dec 10, 2024 10% Owner, issuer-wide, not summed	23,922,768	6.64%	-11,500,000	Dec 10, 2024	10% Owner, issuer-wide, not summed
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	16,882,527	4.69%	+713,462	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	2,901,893	0.81%	+248,574	Jun 30, 2026	iShares Trust, not summed
4.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,160,725	0.32%	-102,476	Jun 30, 2026	iShares Trust, not summed
4.3	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	822,710	0.23%	+85,712	Jul 31, 2026	iShares Trust, not summed
4.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	810,499	0.23%	+90,520	Jun 30, 2026	iShares Trust, not summed
4.5	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	751,589	0.21%	-7,126	Jun 30, 2026	iShares Trust, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,750,238	3.82%	+260,775	Jun 30, 2026	carried, not yet filed for the newest quarter
6	SUMITOMO MITSUI FINANCIAL GROUP, INC. 13F CIK 1022837 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	13,364,740	3.71%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
7	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,855,596	3.29%	+7,658,749	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,924,590	3.03%	+127,568	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,644,025	2.95%	-1,140,095	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Capital World Investors 13G CIK 1422849 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	10,650,108	2.96%	-1,145,698	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
10	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,526,077	2.64%	-1,636,725	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	9,569,000	2.66%	-1,704,546	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
10.2	VANGUARD WELLESLEY INCOME FUND Fund S000004405 · Registered fund · Jun 30, 2026 VANGUARD WELLESLEY INCOME FUND, not summed	1,678,585	0.47%	-462,087	Jun 30, 2026	VANGUARD WELLESLEY INCOME FUND, not summed
10.3	VANGUARD GLOBAL WELLESLEY INCOME FUND Fund S000059218 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	55,528	0.02%	+27	May 31, 2026	VANGUARD WORLD FUND, not summed
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,978,721	2.49%	+374,120	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,426,679	0.40%	+31,157	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
11.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	502,690	0.14%	+69,221	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	256,593	0.07%	+14,298	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	73,000	0.02%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11.5	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	52,085	0.01%	-12,159	Jun 30, 2026	SPDR SERIES TRUST, not summed
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,748,327	1.87%	+785,021	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	4,920,772	1.37%	—	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
12.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	468,239	0.13%	+14,237	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
12.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	217,905	0.06%	+5,588	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
12.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	128,370	0.04%	+5,931	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
12.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	122,053	0.03%	+1,916	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,698,512	1.86%	+30,934	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	6,649,728	1.85%	-964,917	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,843,445	1.62%	+219,432	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,469,004	1.52%	+233,091	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,392,155	1.50%	+869,811	Jun 30, 2026	carried, not yet filed for the newest quarter
18	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,747,665	1.32%	-374,805	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Franklin Rising Dividends Fund Fund S000006858 · Registered fund · Jun 30, 2026 Franklin Managed Trust, not summed	3,265,000	0.91%	0	Jun 30, 2026	Franklin Managed Trust, not summed
18.2	Franklin Small-Mid Cap Growth Fund Fund S000006888 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	372,306	0.10%	-39,006	Jul 31, 2026	Franklin Strategic Series, not summed
18.3	Franklin Rising Dividends VIP Fund Fund S000007313 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	196,618	0.05%	+5,300	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
18.4	Franklin Small-Mid Cap Growth VIP Fund Fund S000007314 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	42,523	0.01%	-3,826	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
18.5	Franklin U.S. Dividend Booster Index ETF Fund S000089401 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	20,398	0.01%	+1,498	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
19	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,570,275	1.27%	+38,060	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	4,092,559	1.14%	0	May 31, 2026	Growth Fund of America, not summed
21	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,040,482	1.12%	+31,191	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,811,114	0.78%	0	Jul 31, 2026	Principal Funds, Inc, not summed
21.2	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	58,157	0.02%	+2,999	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
21.3	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	43,473	0.01%	+97	Jul 31, 2026	Principal Funds, Inc, not summed
21.4	LargeCap S&P 500 Index Account Fund S000007660 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	7,950	0.00%	-566	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
21.5	LargeCap Growth Account I Fund S000007682 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	5,601	0.00%	+4,869	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
22	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	3,997,034	1.11%	-1,007,341	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
23	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,881,619	1.08%	+1,057,990	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	671	0.00%	-71	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
23.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	426	0.00%	+81	Jul 31, 2026	E Trade Trust, not summed
23.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	311	0.00%	+45	Jul 31, 2026	E Trade Trust, not summed
23.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	89	0.00%	-13	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
24	Income Fund of America Fund S000008814 · Registered fund · Jul 31, 2026 Income Fund of America, not summed	3,666,921	1.02%	0	Jul 31, 2026	Income Fund of America, not summed
25	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,861,215	0.79%	-195,236	Jun 30, 2026	carried, not yet filed for the newest quarter
26	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,822,145	0.78%	+2,822,145	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,712,563	0.75%	+5,747	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,636,093	0.73%	+1,219,017	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,444,674	0.68%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
30	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,357,236	0.65%	+988,696	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	2,636,310	0.73%	+14,576	May 31, 2026	Fidelity Concord Street Trust, not summed
30.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	745,706	0.21%	+48,717	Jul 31, 2026	Fidelity Salem Street Trust, not summed
30.3	Fidelity Dividend Growth Fund Fund S000007197 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	491,000	0.14%	—	Jul 31, 2026	Fidelity Securities Fund, not summed
30.4	Fidelity Leveraged Company Stock Fund Fund S000007200 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	410,700	0.11%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
30.5	Select Brokerage and Investment Management Portfolio Fund S000007490 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	405,000	0.11%	+43,200	May 31, 2026	Fidelity Select Portfolios, not summed
31	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,338,467	0.65%	+359,671	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	137,083	0.04%	+18,259	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
31.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	34,243	0.01%	+24,349	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
31.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	28,062	0.01%	+4,494	May 31, 2026	Goldman Sachs ETF Trust, not summed
31.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	10,325	0.00%	-323	May 31, 2026	Goldman Sachs ETF Trust, not summed
31.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	7,103	0.00%	+36	May 31, 2026	Goldman Sachs ETF Trust II, not summed
32	LRI Investments, LLC 13F CIK 2023325 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,335,268	0.65%	-6,931	Jun 30, 2026	carried, not yet filed for the newest quarter
33	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,166,904	0.60%	-1,679,315	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	MFS Value Fund Fund S000000769 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	1,693,527	0.47%	-142,335	May 31, 2026	MFS SERIES TRUST I, not summed
33.2	MFS Value Series Fund S000002672 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	62,065	0.02%	-5,873	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
34	JPMorgan Equity Income Fund Fund S000003846 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	1,982,791	0.55%	+765,002	Jun 30, 2026	JPMorgan Trust II, not summed
35	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,981,808	0.55%	-254,772	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,452,868	0.40%	-177,706	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
35.2	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	127,349	0.04%	+52,573	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
35.3	Invesco S&P 500 High Beta ETF Fund S000030963 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	71,657	0.02%	+23,272	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
35.4	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	37,594	0.01%	+775	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
35.5	Invesco S&P 500 Equal Weight Financials ETF Fund S000060813 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	28,528	0.01%	-4,644	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
36	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,959,529	0.54%	+67,013	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	62,283	0.02%	+6,849	Jun 30, 2026	Northern Funds, not summed
36.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,792	0.00%	—	Jun 30, 2026	Northern Funds, not summed
36.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,266	0.00%	-354	Jul 31, 2026	FlexShares Trust, not summed
37	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,950,681	0.54%	-125,717	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	T. Rowe Price Capital Appreciation Fund Fund S000002070 · Registered fund · Jun 30, 2026 T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed	1,667,500	0.46%	—	Jun 30, 2026	T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed
37.2	T. Rowe Price Capital Appreciation Equity ETF Fund S000079834 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	198,832	0.06%	—	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
37.3	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	152,115	0.04%	+628	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
37.4	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	126,966	0.04%	-2,178	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
37.5	T. Rowe Price Financial Services Fund, Inc. Fund S000002084 · Registered fund · Jun 30, 2026 T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed	80,800	0.02%	-21,700	Jun 30, 2026	T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed
38	Vulcan Value Partners, LLC 13F CIK 1556785 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,902,580	0.53%	+211,404	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Vulcan Value Partners Fund Fund S000091565 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	109,094	0.03%	-18,543	Jul 31, 2026	Elevation Series Trust, not summed
38.2	Vulcan Value Partners Fund Fund S000027283 · Registered fund · Jul 31, 2025 FINANCIAL INVESTORS TRUST, not summed	42,267	0.01%	-65,393	Jul 31, 2025	FINANCIAL INVESTORS TRUST, not summed
39	M&G PLC 13F CIK 1802539 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,634,051	0.45%	+85,337	Jun 30, 2026	carried, not yet filed for the newest quarter
40	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,625,481	0.45%	-325,783	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Brown Advisory Sustainable Growth Fund Fund S000037789 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	628,673	0.17%	-70,679	Jun 30, 2026	Brown Advisory Funds, not summed
40.2	Brown Advisory Sustainable Growth ETF Fund S000092068 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	74,457	0.02%	-1,880	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
40.3	Brown Advisory Mid-Cap Growth Fund Fund S000058723 · Registered fund · Mar 31, 2026 Brown Advisory Funds, not summed	695	0.00%	—	Mar 31, 2026	Brown Advisory Funds, not summed
41	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,615,825	0.45%	+19,630	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
42	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,496,513	0.42%	+203,611	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,473,100	0.41%	-179,978	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Janus Henderson VIT Global Research Portfolio Fund S000010402 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	67,037	0.02%	-910	Jun 30, 2026	Janus Aspen Series, not summed
43.2	Janus Henderson VIT Research Portfolio Fund S000010395 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	19,152	0.01%	-4,733	Jun 30, 2026	Janus Aspen Series, not summed
44	Curated Wealth Partners LLC 13F CIK 1781284 · Unknown · Sep 30, 2026	1,450,854	0.40%	-19,254	Sep 30, 2026
45	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	1,391,172	0.39%	-1,573,534	Jun 30, 2026	American Balanced Fund, not summed
46	Arougheti Michael J Insider CIK 1304471 · Jun 30, 2026 Director, Executive Vice President, issuer-wide, not summed	1,364,548	0.38%	-82,957	Jun 30, 2026	Director, Executive Vice President, issuer-wide, not summed
46.1	Michael J Arougheti 13G CIK 1304471 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	825,000	0.23%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
47	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,356,720	0.38%	+329,530	Jun 30, 2026	carried, not yet filed for the newest quarter
48	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,232,562	0.34%	-113,937	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Carillon Eagle Mid Cap Growth Fund Fund S000008481 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	514,788	0.14%	-90,721	Jun 30, 2026	Carillon Series Trust, not summed
49	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,208,883	0.34%	+21,633	Jun 30, 2026	carried, not yet filed for the newest quarter
50	deVeer R. Kipp Insider CIK 1576312 · Jun 30, 2026 Director, Chief Executive Officer, issuer-wide, not summed	1,165,599	0.32%	-82,957	Jun 30, 2026	Director, Chief Executive Officer, issuer-wide, not summed
50.1	R. Kipp deVeer 13G CIK 1576312 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	810,315	0.22%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor

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

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Key facts CIK 1176948 CUSIP 03990B101 13F (30d) 154 filings 149 filers Visit website Investor relations