ATO · Atmos Energy Corp · Shareholders & Ownership

$173.03 -0.88 (-0.51%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$29.25B

168.99M

Volume · Oct 23 102.57K Avg daily vol (3M) 1.02M

Every disclosed holder of ATO 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 ATO

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)	1,058	162,827,928	96.35%	Yes
Insiders (Forms 3, 4, 5)	20	678,392	0.40%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	5,482,233	3.24%	Rest
Registered funds (N-PORT, not summed)	668	71,235,759	42.15%	No

Shares outstanding: 168,988,553, 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 ATO

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	15,237,564	9.02%	-2,214,399	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	14,538,261	8.60%	-1,666,170	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,296,006	1.36%	+168,853	Jun 30, 2026	iShares Trust, not summed
1.3	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,171,869	0.69%	-2,008,296	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	678,712	0.40%	+66,479	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	367,648	0.22%	-150	Jun 30, 2026	iShares Trust, not summed
2	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,380,060	6.73%	+7,310	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	State Street(R) Utilities Select Sector SPDR(R) ETF Fund S000006416 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,716,108	1.61%	-122,071	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
2.2	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,052,666	0.62%	-193,565	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	396,809	0.23%	+49,553	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	201,837	0.12%	+7,059	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	65,900	0.04%	+8,100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,885,153	6.44%	+149,606	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,360,135	5.54%	+74,502	Jun 30, 2026	carried, not yet filed for the newest quarter
5	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,185,788	5.44%	-465,684	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	9,185,798	5.44%	-1,282,046	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	VANGUARD WELLESLEY INCOME FUND Fund S000004405 · Registered fund · Jun 30, 2026 VANGUARD WELLESLEY INCOME FUND, not summed	907,828	0.54%	-117,114	Jun 30, 2026	VANGUARD WELLESLEY INCOME FUND, not summed
5.3	VANGUARD ENERGY OPPORTUNITIES FUND Fund S000002921 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	680,974	0.40%	-8,652	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
5.4	VANGUARD GLOBAL WELLESLEY INCOME FUND Fund S000059218 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	23,099	0.01%	+11	May 31, 2026	VANGUARD WORLD FUND, not summed
6	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,483,012	4.43%	+156,234	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,298,625	3.14%	+45,865	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,489,277	2.66%	+152,281	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,325,436	2.56%	+119,334	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,180,718	2.47%	-18,715	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,827,551	2.27%	+12,810	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,173,775	1.88%	+166,469	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,101,989	0.65%	+186,272	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12.2	Invesco Main Street Fund Fund S000064632 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	786,775	0.47%	+29,247	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
12.3	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	464,808	0.28%	-101,552	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
12.4	Invesco Diversified Dividend Fund Fund S000000281 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	350,196	0.21%	—	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
12.5	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	128,244	0.08%	-3,487	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	3,116,381	1.84%	+64,000	Jun 30, 2026	American Funds Fundamental Investors, not summed
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,863,719	1.69%	-137,467	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	521	0.00%	+11	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
14.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	378	0.00%	+60	Jul 31, 2026	E Trade Trust, not summed
14.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	260	0.00%	+20	Jul 31, 2026	E Trade Trust, not summed
14.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	69	0.00%	0	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
15	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,505,816	1.48%	-41,221	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	DWS RREEF Real Assets Fund Fund S000032019 · Registered fund · Jun 30, 2026 DEUTSCHE DWS MARKET TRUST, not summed	194,265	0.12%	0	Jun 30, 2026	DEUTSCHE DWS MARKET TRUST, not summed
15.2	DWS RREEF Global Infrastructure Fund Fund S000022444 · Registered fund · Jun 30, 2026 DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed	100,329	0.06%	-9,910	Jun 30, 2026	DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed
15.3	DWS Enhanced Core Equity Fund Fund S000062621 · Registered fund · May 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	8,970	0.01%	-115	May 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
15.4	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	5,147	0.00%	-180	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
15.5	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	3,280	0.00%	-524	Aug 31, 2026	DBX ETF Trust, not summed
16	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,481,649	1.47%	-233,458	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	1,167,242	0.69%	-6,957	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
16.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	101,349	0.06%	-43	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
16.3	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	95,634	0.06%	-763	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
16.4	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	92,743	0.05%	-29,037	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
16.5	T. Rowe Price Dividend Growth ETF Fund S000067975 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	61,918	0.04%	+1,617	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
17	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,424,970	1.44%	-4,195	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	2,387,231	1.41%	-46,995	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
19	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,373,903	1.40%	+1,551,127	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	184,923	0.11%	+111,640	Jun 30, 2026	AQR Funds, not summed
19.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	56,752	0.03%	—	Jun 30, 2026	AQR Funds, not summed
19.3	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	31,064	0.02%	0	Jun 30, 2026	AQR Funds, not summed
19.4	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	21,089	0.01%	0	Jun 30, 2026	AQR Funds, not summed
19.5	AQR Large Cap Momentum Style Fund Fund S000025643 · Registered fund · Mar 31, 2026 AQR Funds, not summed	5,400	0.00%	—	Mar 31, 2026	AQR Funds, not summed
20	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,165,784	1.28%	+230,622	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	96,147	0.06%	-17,528	May 31, 2026	Goldman Sachs ETF Trust, not summed
20.2	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	93,717	0.06%	+9,272	Jul 31, 2026	Goldman Sachs Trust II, not summed
20.3	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	56,635	0.03%	—	May 31, 2026	Goldman Sachs Trust, not summed
20.4	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	23,591	0.01%	-849	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
20.5	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	18,882	0.01%	+629	May 31, 2026	Goldman Sachs ETF Trust, not summed
21	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,136,532	1.26%	+2,053,901	Jun 30, 2026	carried, not yet filed for the newest quarter
22	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,079,227	1.23%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,842,583	1.09%	+69,982	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	652,915	0.39%	-7,820	Jun 30, 2026	MFS SERIES TRUST XI, not summed
23.2	MFS Utilities Fund Fund S000002470 · Registered fund · Jul 31, 2026 MFS Series Trust VI, not summed	262,017	0.16%	-4,140	Jul 31, 2026	MFS Series Trust VI, not summed
23.3	MFS Utilities Series Fund S000002671 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	121,154	0.07%	-683	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
23.4	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	58,780	0.03%	+4,958	May 31, 2026	MFS Series Trust X, not summed
23.5	MFS Diversified Income Fund Fund S000012219 · Registered fund · May 31, 2026 MFS Series Trust XIII, not summed	38,354	0.02%	-1,267	May 31, 2026	MFS Series Trust XIII, not summed
24	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,823,714	1.08%	+520,828	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	1,736,405	1.03%	+984,801	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Capital Income Builder Fund S000009000 · Registered fund · Jul 31, 2026 Capital Income Builder, not summed	1,653,667	0.98%	0	Jul 31, 2026	Capital Income Builder, not summed
27	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,605,373	0.95%	-11,007	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,508,563	0.89%	-2,501,987	Jun 30, 2026	carried, not yet filed for the newest quarter
29	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 13F CIK 1694217 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,491,483	0.88%	+830	Jun 30, 2026	carried, not yet filed for the newest quarter
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,393,267	0.82%	-156,427	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	49,354	0.03%	+2,290	Jun 30, 2026	Northern Funds, not summed
30.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,699	0.00%	+170	Jun 30, 2026	Northern Funds, not summed
30.3	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,426	0.00%	-10,479	Jun 30, 2026	Northern Funds, not summed
30.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,002	0.00%	-386	Jul 31, 2026	FlexShares Trust, not summed
31	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,361,162	0.81%	+1,361,162	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	1,315,930	0.78%	0	Jun 30, 2026	Investment Co of America, not summed
33	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,271,473	0.75%	+64,721	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Carillon Scout Mid Cap Fund Fund S000058963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	305,578	0.18%	-20,396	Jun 30, 2026	Carillon Series Trust, not summed
34	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,270,400	0.75%	+94,985	Jun 30, 2026	carried, not yet filed for the newest quarter
35	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,204,326	0.71%	-125,002	Jun 30, 2026	carried, not yet filed for the newest quarter
36	GQG Partners LLC 13F CIK 1697233 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,175,136	0.70%	+287,932	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	1,174,133	0.69%	0	Jul 31, 2026	Washington Mutual Investors Fund, not summed
38	Perpetual Ltd 13F CIK 1647273 · Investment adviser · Sep 30, 2026	1,132,448	0.67%	-875	Sep 30, 2026
39	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,125,860	0.67%	+33,354	May 31, 2026	VANGUARD WORLD FUND, not summed
40	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	1,098,374	0.65%	+34,696	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	234	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
40.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	93	0.00%	+9	Jun 30, 2026	UBS FUNDS, not summed
41	SFMG, LLC 13F CIK 1512026 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,060,369	0.63%	+1,824	Jun 30, 2026	carried, not yet filed for the newest quarter
42	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,059,660	0.63%	+23,039	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	372,399	0.22%	+4,254	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
42.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	176,516	0.10%	+11,999	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	101,307	0.06%	+4,000	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	98,254	0.06%	+5,296	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
42.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	83,499	0.05%	-1,035	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 13F CIK 1033984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	999,550	0.59%	+241,597	Jun 30, 2026	carried, not yet filed for the newest quarter
44	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	998,021	0.59%	-4,437	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Equity Income Fund Fund S000005776 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	397,967	0.24%	0	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
44.2	Focused Large Cap Value Fund Fund S000005778 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	257,911	0.15%	0	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
44.3	Utilities Fund Fund S000005982 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	29,555	0.02%	-2,286	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
45	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	944,417	0.56%	+15,519	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
46	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	936,822	0.55%	+6,180	Jun 30, 2026	carried, not yet filed for the newest quarter
47	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	924,825	0.55%	-99,037	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	ProShares S&P 500 Dividend Aristocrats ETF Fund S000042349 · Registered fund · May 31, 2026 ProShares Trust, not summed	886,863	0.52%	-101,995	May 31, 2026	ProShares Trust, not summed
47.2	ProShares Ultra S&P500 Fund S000006821 · Registered fund · May 31, 2026 ProShares Trust, not summed	13,985	0.01%	+1,201	May 31, 2026	ProShares Trust, not summed
47.3	ProShares DJ Brookfield Global Infrastructure ETF Fund S000040181 · Registered fund · May 31, 2026 ProShares Trust, not summed	13,254	0.01%	-131	May 31, 2026	ProShares Trust, not summed
47.4	ProShares UltraPro S&P500 Fund S000024919 · Registered fund · May 31, 2026 ProShares Trust, not summed	6,365	0.00%	-1,099	May 31, 2026	ProShares Trust, not summed
47.5	ProShares S&P 500 High Income ETF Fund S000081387 · Registered fund · May 31, 2026 ProShares Trust, not summed	2,812	0.00%	-42	May 31, 2026	ProShares Trust, not summed
48	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	905,403	0.54%	-27,379	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
49	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	896,066	0.53%	-51,442	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	College Retirement Equities Fund - Responsible Balanced Account Fund S000005086 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	258,306	0.15%	-12,829	Jun 30, 2026	College Retirement Equities Fund, not summed
49.2	Nuveen Large Cap Responsible Equity Fund Fund S000005371 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	178,008	0.11%	-7,153	Jul 31, 2026	TIAA-CREF Funds, not summed
49.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	134,472	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
49.4	Nuveen ESG Large-Cap Value ETF Fund S000055812 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	101,838	0.06%	+968	Jul 31, 2026	NuShares ETF Trust, not summed
49.5	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	72,849	0.04%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
50	PNC FINANCIAL SERVICES GROUP, INC. 13F CIK 713676 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	884,648	0.52%	-1,643	Jun 30, 2026	carried, not yet filed for the newest quarter

142 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 1,308 holders

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

Key facts CIK 731802 CUSIP 049560105 13F (30d) 236 filings 225 filers Visit website Investor relations