ARMK · Aramark · Shareholders & Ownership

$55.14 -0.98 (-1.75%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$14.72B

263.63M

Volume · Oct 21 1.94M Avg daily vol (3M) 2.43M

Every disclosed holder of ARMK 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 ARMK

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)	555	260,694,876	98.89%	Yes
Insiders (Forms 3, 4, 5)	16	2,040,530	0.77%	Yes
13D/G-only blocks	1	12,899,701	4.89%	Yes
Remaining	—	12,010,063	-4.56%	Negative
Registered funds (N-PORT, not summed)	460	125,786,648	47.71%	No

Shares outstanding: 263,625,044, 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 ARMK

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	24,808,188	9.41%	-738,095	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	8,998,848	3.41%	+296,651	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	1,318,917	0.50%	-18,224	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	1,080,033	0.41%	+80,691	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	586,122	0.22%	-14,746	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	402,813	0.15%	+26,034	Jun 30, 2026	iShares Trust, not summed
2	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	18,302,356	6.94%	+317,544	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	831,835	0.32%	+21,097	Jun 30, 2026	Janus Aspen Series, not summed
3	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,576,375	5.91%	-1,980,953	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	2,856,439	1.08%	-601,864	Jun 30, 2026	MFS SERIES TRUST XI, not summed
3.2	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	2,474,197	0.94%	-11,463	May 31, 2026	MFS Series Trust IV, not summed
3.3	Massachusetts Investors Trust Fund S000000696 · Registered fund · Jun 30, 2026 MASSACHUSETTS INVESTORS TRUST, not summed	1,470,251	0.56%	-127,349	Jun 30, 2026	MASSACHUSETTS INVESTORS TRUST, not summed
3.4	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	936,189	0.36%	+78,979	May 31, 2026	MFS Series Trust X, not summed
3.5	MFS Research Fund Fund S000002438 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	727,676	0.28%	-925,700	Jun 30, 2026	MFS Series Trust V, not summed
4	Dapice Joshua J. 13G CIK 1175707 · Unknown · Jun 30, 2025 Rule 13d-1(c), passive investor	12,899,701	4.89%	-3,342,295	Jun 30, 2025	Rule 13d-1(c), passive investor
5	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,900,157	4.51%	-2,544,093	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	461	0.00%	+158	Jul 31, 2026	E Trade Trust, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,859,463	4.50%	+66,823	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,179,026	4.24%	-24,961	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	10,081,068	3.82%	0	Jun 30, 2026	Janus Investment Fund, not summed
9	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,921,419	3.76%	-433,497	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,342,610	3.16%	-25,863	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,185,957	3.11%	+266,839	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,331,030	0.50%	+47,102	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	403,822	0.15%	-1,024	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	90,595	0.03%	-1,300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11.4	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	52,580	0.02%	+680	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.5	State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF Fund S000051789 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	12,676	0.00%	-19,104	Jun 30, 2026	SPDR SERIES TRUST, not summed
12	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,147,337	3.09%	-1,755,745	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	658,851	0.25%	-209,920	Jun 30, 2026	AQR Funds, not summed
12.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	232,882	0.09%	-188,182	Jun 30, 2026	AQR Funds, not summed
12.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	120,742	0.05%	0	Jun 30, 2026	AQR Funds, not summed
12.4	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	115,737	0.04%	-1	Jun 30, 2026	AQR Funds, not summed
12.5	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	55,973	0.02%	+26,925	Jun 30, 2026	AQR Funds, not summed
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,711,827	2.55%	-465,357	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	731,541	0.28%	+18,251	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	592,178	0.22%	+2,667	Jul 31, 2026	Dimensional ETF Trust, not summed
13.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	556,851	0.21%	-371,435	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	492,552	0.19%	-354,525	Jul 31, 2026	Dimensional ETF Trust, not summed
13.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	446,708	0.17%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
14	FIDUCIARY MANAGEMENT INC /WI/ 13F CIK 764532 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,520,495	2.47%	-4,067,400	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	FMI Common Stock Fund Fund S000043149 · Registered fund · Jun 30, 2026 FMI Funds Inc, not summed	1,835,000	0.70%	-630,000	Jun 30, 2026	FMI Funds Inc, not summed
14.2	FMI Large Cap Fund Fund S000000833 · Registered fund · Jun 30, 2026 FMI Funds Inc, not summed	1,020,000	0.39%	-490,000	Jun 30, 2026	FMI Funds Inc, not summed
15	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,469,715	2.45%	+762,040	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	2,851,747	1.08%	-81,506	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
15.2	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	184,524	0.07%	+62,167	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
15.3	T. Rowe Price Global Value Equity Fund Fund S000037806 · Registered fund · Jul 31, 2026 T. ROWE PRICE GLOBAL FUNDS, INC., not summed	82,790	0.03%	+14,530	Jul 31, 2026	T. ROWE PRICE GLOBAL FUNDS, INC., not summed
15.4	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	38,568	0.01%	+2,536	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
15.5	T. Rowe Price Mid-Cap Index Fund Fund S000051326 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	23,220	0.01%	+1,538	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,028,336	2.29%	-32,433	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,986,256	2.27%	+1,160,823	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	673,317	0.26%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
17.2	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	197,257	0.07%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
17.3	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	142,875	0.05%	-14,066	Jul 31, 2026	Goldman Sachs Trust, not summed
17.4	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	138,792	0.05%	-16,388	Jul 31, 2026	Goldman Sachs Trust, not summed
17.5	Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Fund S000009352 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	68,953	0.03%	-22,796	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
18	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,697,439	2.16%	+5,655,560	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	4,095,000	1.55%	—	Jun 30, 2026	Victory Portfolios, not summed
18.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	30,153	0.01%	+305	Jul 31, 2026	Victory Portfolios III, not summed
19	MILFORD FUNDS LTD 13F CIK 1775715 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,206,279	1.97%	-832,152	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Eaton Vance Atlanta Capital SMID-Cap Fund Fund S000005198 · Registered fund · Jun 30, 2026 Eaton Vance Growth Trust, not summed	4,955,352	1.88%	-1,403,389	Jun 30, 2026	Eaton Vance Growth Trust, not summed
21	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,877,386	1.85%	+48,349	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,820,125	1.45%	-39,105	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	FARALLON CAPITAL MANAGEMENT LLC 13F CIK 909661 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,625,731	1.38%	-2,509,700	Jun 30, 2026	carried, not yet filed for the newest quarter
24	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,434,156	1.30%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
25	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,202,179	1.21%	+2,789,475	Jun 30, 2026	carried, not yet filed for the newest quarter
26	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,157,913	1.20%	+1,950,667	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,014,168	1.14%	+82,187	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	2,907,843	1.10%	0	May 31, 2026	Growth Fund of America, not summed
29	Grantham, Mayo, Van Otterloo & Co. LLC 13F CIK 1352662 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,893,600	1.10%	-30,133	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	GMO U.S. Quality ETF Fund S000082992 · Registered fund · May 31, 2026 GMO ETF Trust, not summed	2,096,572	0.80%	+373,742	May 31, 2026	GMO ETF Trust, not summed
29.2	GMO Small Cap Quality Fund Fund S000077554 · Registered fund · May 31, 2026 GMO TRUST, not summed	632,376	0.24%	+21,523	May 31, 2026	GMO TRUST, not summed
29.3	GMO Alternative Allocation Fund Fund S000065268 · Registered fund · May 31, 2026 GMO TRUST, not summed	60,876	0.02%	+673	May 31, 2026	GMO TRUST, not summed
30	Growth Fund Fund S000008791 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	2,630,003	1.00%	-588,111	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
31	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,623,764	1.00%	-907,587	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,356,634	0.51%	-15,992	May 31, 2026	Fidelity Concord Street Trust, not summed
31.2	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	1,096,858	0.42%	-754,700	Jun 30, 2026	Variable Insurance Products Fund III, not summed
31.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	992,396	0.38%	+25,975	Jul 31, 2026	Fidelity Salem Street Trust, not summed
31.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	496,706	0.19%	+6,381	May 31, 2026	Fidelity Concord Street Trust, not summed
31.5	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	477,104	0.18%	-30,687	May 31, 2026	Fidelity Rutland Square Trust II, not summed
32	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,570,894	0.98%	+851,543	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,475,451	0.94%	-82,748	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	41,263	0.02%	+651	Jul 31, 2026	BNY Mellon ETF Trust, not summed
34	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,420,768	0.92%	+574,929	Jun 30, 2026	carried, not yet filed for the newest quarter
35	PointState Capital LP 13F CIK 1509842 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,373,938	0.90%	-2,158,355	Jun 30, 2026	carried, not yet filed for the newest quarter
36	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,349,371	0.89%	+2,182,443	Jun 30, 2026	carried, not yet filed for the newest quarter
37	COOKE & BIELER LP 13F CIK 24386 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,329,401	0.88%	-1,468,696	Jun 30, 2026	carried, not yet filed for the newest quarter
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,185,942	0.83%	+35,751	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	170,933	0.06%	+5,594	Jun 30, 2026	Northern Funds, not summed
38.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	10,204	0.00%	+502	Jul 31, 2026	FlexShares Trust, not summed
39	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,176,465	0.83%	-438,178	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Capital Group Growth ETF Fund S000074246 · Registered fund · May 31, 2026 Capital Group Growth ETF, not summed	2,094,251	0.79%	+225,462	May 31, 2026	Capital Group Growth ETF, not summed
41	Janus Henderson Triton Fund Fund S000010485 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	2,077,454	0.79%	+33,914	Jun 30, 2026	Janus Investment Fund, not summed
42	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,887,492	0.72%	+23,495	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	710,196	0.27%	+122	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
42.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	276,372	0.10%	+6,985	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
42.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	158,566	0.06%	+4,547	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
42.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	155,555	0.06%	+2,395	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
42.5	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	149,810	0.06%	+5,155	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43	Junto Capital Management LP 13F CIK 1595880 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,847,824	0.70%	-1,456,535	Jun 30, 2026	carried, not yet filed for the newest quarter
44	KR Capital LP 13F CIK 2103364 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,797,740	0.68%	+556,972	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Permian Investment Partners, LP 13F CIK 1472850 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,794,698	0.68%	-667,959	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,723,467	0.65%	+1,552,889	Jun 30, 2026	carried, not yet filed for the newest quarter
47	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,678,915	0.64%	-162,935	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Neuberger Multi-Cap Opportunities Fund Fund S000013718 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	129,000	0.05%	-13,000	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
48	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,663,875	0.63%	+33,758	Jun 30, 2026	carried, not yet filed for the newest quarter
49	American Funds Global Insight Fund Fund S000066952 · Registered fund · Jul 31, 2026 American Funds Global Insight Fund, not summed	1,604,144	0.61%	0	Jul 31, 2026	American Funds Global Insight Fund, not summed
50	PINEBRIDGE INVESTMENTS LLC 13F CIK 2088548 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,549,071	0.59%	-2,147,698	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	PineBridge Dynamic Asset Allocation Fund Fund S000052180 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE III, not summed	2,383	0.00%	-2,050	Jul 31, 2026	ADVISORS' INNER CIRCLE III, not summed

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Key facts CIK 1584509 CUSIP 03852U106 13F (30d) 75 filings 70 filers Visit website Investor relations