AZO · Autozone Inc · Shareholders & Ownership

$3,160.18 +62.30 (+2.01%) At close · Oct 20

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$51.49B

16.33M

Volume · Oct 20 183.28K Avg daily vol (3M) 268.65K

Every disclosed holder of AZO 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 AZO

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)	1,270	15,490,768	94.89%	Yes
Insiders (Forms 3, 4, 5)	27	42,792	0.26%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	791,795	4.85%	Rest
Registered funds (N-PORT, not summed)	798	5,368,075	32.88%	No

Shares outstanding: 16,325,355, 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 AZO

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	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,253,632	7.68%	+110,269	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	JPMORGAN CHASE & CO 13G CIK 19617 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,235,814	7.57%	+112,837	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,232,366	7.55%	-11,724	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	227,211	1.39%	+13,698	Jun 30, 2026	iShares Trust, not summed
2.2	iShares MSCI USA Min Vol Factor ETF Fund S000031838 · Registered fund · Jul 31, 2026 iShares Trust, not summed	58,011	0.36%	-334	Jul 31, 2026	iShares Trust, not summed
2.3	BlackRock Equity Dividend Fund Fund S000002243 · Registered fund · Jul 31, 2026 BlackRock Equity Dividend Fund, not summed	33,266	0.20%	—	Jul 31, 2026	BlackRock Equity Dividend Fund, not summed
2.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	31,772	0.19%	-564	Jun 30, 2026	iShares Trust, not summed
2.5	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	22,609	0.14%	-24	Jun 30, 2026	iShares 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	1,078,476	6.61%	+1,752	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	765,406	4.69%	+219,628	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	718,693	4.40%	+15,799	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF Fund S000006408 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	92,626	0.57%	+4,166	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	39,207	0.24%	+4,418	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	15,993	0.10%	+521	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	7,029	0.04%	+167	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	6,216	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	523,092	3.20%	-3,235	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	428,640	2.63%	+8,272	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	416,591	2.55%	+1,899	Jun 30, 2026	carried, not yet filed for the newest quarter
9	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	400,861	2.46%	+9,857	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	116,091	0.71%	-926	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
9.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	10,229	0.06%	-145	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
9.3	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	8,025	0.05%	+559	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
9.4	T. Rowe Price Hedged Equity Fund Fund S000080479 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	3,537	0.02%	-9	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
9.5	T. Rowe Price Balanced Fund, Inc. Fund S000002068 · Registered fund · Jun 30, 2026 T. Rowe Price Balanced Fund, Inc., not summed	3,069	0.02%	0	Jun 30, 2026	T. Rowe Price Balanced Fund, Inc., not summed
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	398,036	2.44%	-48,098	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	GLOBAL FRANCHISE PORTFOLIO Fund S000002830 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	8,293	0.05%	-2,932	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
10.2	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	52	0.00%	-1	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
10.3	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	35	0.00%	+8	Jul 31, 2026	E Trade Trust, not summed
10.4	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	24	0.00%	+4	Jul 31, 2026	E Trade Trust, not summed
10.5	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	7	0.00%	0	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
11	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	357,023	2.19%	+178,119	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	310,982	1.90%	-14,496	Jun 30, 2026	carried, not yet filed for the newest quarter
13	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	283,494	1.74%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
14	FIRST MANHATTAN CO. LLC. 13F CIK 728083 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	262,141	1.61%	+326	Jun 30, 2026	carried, not yet filed for the newest quarter
15	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	245,701	1.51%	-40,018	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	212,021	1.30%	+345	May 31, 2026	Fidelity Concord Street Trust, not summed
15.2	Fidelity Magellan Fund Fund S000007112 · Registered fund · Jun 30, 2026 Fidelity Magellan Fund, not summed	131,970	0.81%	+19,600	Jun 30, 2026	Fidelity Magellan Fund, not summed
15.3	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	41,223	0.25%	+7,202	May 31, 2026	Fidelity Rutland Square Trust II, not summed
15.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	31,305	0.19%	+196	May 31, 2026	Fidelity Concord Street Trust, not summed
15.5	Fidelity SAI U.S. Low Volatility Index Fund Fund S000049309 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	27,881	0.17%	+851	Jul 31, 2026	Fidelity Salem Street Trust, not summed
16	PineStone Asset Management Inc. 13F CIK 1904893 · Registered investment adviser · Sep 30, 2026	237,220	1.45%	-7,040	Sep 30, 2026
17	Fiera Capital Corp 13F CIK 1505817 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	222,315	1.36%	-38,728	Jun 30, 2026	carried, not yet filed for the newest quarter
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	202,358	1.24%	+82,577	Jun 30, 2026	carried, not yet filed for the newest quarter
19	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	201,821	1.24%	+2,564	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	193,135	1.18%	+3,965	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	PARNASSUS INVESTMENTS, LLC 13F CIK 948669 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	181,409	1.11%	-14,241	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Parnassus Core Equity Fund Fund S000000856 · Registered fund · Jun 30, 2026 Parnassus Funds II, not summed	152,105	0.93%	-12,935	Jun 30, 2026	Parnassus Funds II, not summed
21.2	Parnassus Core Select ETF Fund S000089216 · Registered fund · Jun 30, 2026 Parnassus Funds II, not summed	1,313	0.01%	+74	Jun 30, 2026	Parnassus Funds II, not summed
22	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	179,569	1.10%	-14,000	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	AB US Large Cap Strategic Equities ETF Fund S000080208 · Registered fund · May 31, 2026 AB Active ETFs, Inc., not summed	4,776	0.03%	+1,610	May 31, 2026	AB Active ETFs, Inc., not summed
22.2	AB Wealth Appreciation Strategy Fund S000010514 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	3,536	0.02%	0	Jun 30, 2026	AB PORTFOLIOS, not summed
22.3	AB Large Cap Value Fund Fund S000010411 · Registered fund · Jun 30, 2026 AB TRUST, not summed	2,781	0.02%	0	Jun 30, 2026	AB TRUST, not summed
22.4	AB Tax-Managed Wealth Appreciation Strategy Fund S000010515 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	2,010	0.01%	0	Jun 30, 2026	AB PORTFOLIOS, not summed
22.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	1,284	0.01%	0	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
23	Mitsubishi UFJ Asset Management Co., Ltd. 13F CIK 1466546 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	179,254	1.10%	+1,555	Jun 30, 2026	carried, not yet filed for the newest quarter
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	163,131	1.00%	-5,700	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,985	0.03%	+25	Jun 30, 2026	Northern Funds, not summed
24.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	769	0.00%	+10	Jun 30, 2026	Northern Funds, not summed
24.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	384	0.00%	+16	Jul 31, 2026	FlexShares Trust, not summed
24.4	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	252	0.00%	-21	Jul 31, 2026	FlexShares Trust, not summed
25	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	141,066	0.86%	+139,858	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	PACE Large Co Growth Equity Investments Fund S000002972 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	239	0.00%	+56	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
25.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	13	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
25.3	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	8	0.00%	+1	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
25.4	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	5	0.00%	+1	Jun 30, 2026	UBS FUNDS, not summed
26	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	136,481	0.84%	+12,280	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Brown Advisory Global Leaders Fund Fund S000049137 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	15,703	0.10%	+611	Jun 30, 2026	Brown Advisory Funds, not summed
26.2	Brown Advisory - Beutel Goodman Large-Cap Value Fund Fund S000061323 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	5,706	0.04%	—	Jun 30, 2026	Brown Advisory Funds, not summed
27	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	136,398	0.84%	+71,101	Jun 30, 2026	carried, not yet filed for the newest quarter
28	MARSHFIELD ASSOCIATES 13F CIK 914976 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	136,373	0.84%	-28,660	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	MARSHFIELD CONCENTRATED OPPORTUNITY FUND Fund S000052208 · Registered fund · May 31, 2026 Ultimus Managers Trust, not summed	34,055	0.21%	-675	May 31, 2026	Ultimus Managers Trust, not summed
29	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	134,458	0.82%	-1,861	Jun 30, 2026	carried, not yet filed for the newest quarter
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	128,521	0.79%	+8,710	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	36,730	0.23%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	35,256	0.22%	+3,411	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	17,528	0.11%	+378	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	9,995	0.06%	+259	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	9,803	0.06%	+113	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	126,323	0.77%	+13,546	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	126,198	0.77%	+63,189	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	JPMorgan U.S. Equity Fund Fund S000001447 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	114,272	0.70%	+20,483	Jun 30, 2026	JPMorgan Trust I, not summed
34	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	106,150	0.65%	-19,703	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	104,870	0.64%	-3,644	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,377	0.01%	+2	Jul 31, 2026	BNY Mellon ETF Trust, not summed
36	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	102,457	0.63%	-2,861	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	101,423	0.62%	+21,136	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	100,614	0.62%	-509	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	65,500	0.40%	0	Jun 30, 2026	Victory Portfolios, not summed
38.2	Victory Pioneer Select Mid Cap Growth Fund Fund S000089755 · Registered fund · May 31, 2026 Victory Portfolios IV, not summed	5,666	0.03%	-46	May 31, 2026	Victory Portfolios IV, not summed
38.3	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	3,852	0.02%	-77	Jul 31, 2026	Victory Portfolios III, not summed
38.4	Victory Pioneer Select Mid Cap Growth VCT Portfolio Fund S000089715 · Registered fund · Jun 30, 2026 Victory Variable Insurance Funds II, not summed	346	0.00%	-7	Jun 30, 2026	Victory Variable Insurance Funds II, not summed
38.5	VictoryShares US 500 Volatility Wtd ETF Fund S000044749 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	327	0.00%	-15	Jun 30, 2026	Victory Portfolios II, not summed
39	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	99,863	0.61%	-9,729	Jun 30, 2026	carried, not yet filed for the newest quarter
40	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	98,892	0.61%	-2,500	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	5,895	0.04%	-1,589	May 31, 2026	Goldman Sachs ETF Trust, not summed
40.2	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	1,545	0.01%	-9	May 31, 2026	Goldman Sachs Trust, not summed
40.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	1,203	0.01%	+214	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
40.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	994	0.01%	+63	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
40.5	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	965	0.01%	+118	May 31, 2026	Goldman Sachs ETF Trust, not summed
41	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	95,755	0.59%	-10,696	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	59,935	0.37%	+14,431	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
41.2	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	3,622	0.02%	-269	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
41.3	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	2,864	0.02%	-4	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
41.4	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	2,352	0.01%	-24	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
41.5	Invesco S&P 500 Equal Weight Consumer Discretionary ETF Fund S000060798 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,151	0.01%	+590	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	92,825	0.57%	-800	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	90,689	0.56%	+8,561	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Allspring Special Mid Cap Value Fund Fund S000007349 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	72,400	0.44%	+7,700	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
43.2	Allspring Index Fund Fund S000007249 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	386	0.00%	-10	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
43.3	Allspring Index Asset Allocation Fund Fund S000007370 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	190	0.00%	-14	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
43.4	Allspring VT Index Asset Allocation Fund Fund S000007215 · Registered fund · Jun 30, 2026 Allspring VARIABLE TRUST, not summed	10	0.00%	-1	Jun 30, 2026	Allspring VARIABLE TRUST, not summed
44	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	89,453	0.55%	-3,960	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
45	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	86,540	0.53%	-26,241	Jun 30, 2026	carried, not yet filed for the newest quarter
46	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	84,260	0.52%	+50,070	Jun 30, 2026	carried, not yet filed for the newest quarter
47	BLS CAPITAL FONDSMAEGLERSELSKAB A/S 13F CIK 1670104 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	81,351	0.50%	-6,304	Jun 30, 2026	carried, not yet filed for the newest quarter
48	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	80,622	0.49%	+26,630	Jun 30, 2026	carried, not yet filed for the newest quarter
49	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	73,085	0.45%	-14,358	Jun 30, 2026	carried, not yet filed for the newest quarter
50	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	68,473	0.42%	+1,529	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	1,138	0.01%	+174	May 29, 2026	DBX ETF Trust, not summed
50.2	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	510	0.00%	-24	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
50.3	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	272	0.00%	-17	May 29, 2026	DBX ETF Trust, not summed
50.4	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	229	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
50.5	Xtrackers MSCI Kokusai Equity ETF Fund S000067508 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	157	0.00%	+9	May 29, 2026	DBX ETF Trust, not summed

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

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Key facts CIK 866787 CUSIP 053332102 13F (30d) 237 filings 215 filers Visit website Investor relations