BE · Bloom Energy Corp · Shareholders & Ownership

$193.30 -24.47 (-11.24%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$57.15B

295.66M

Volume · Oct 23 36.02M Avg daily vol (3M) 16.07M

Every disclosed holder of BE 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 BE

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)	1,337	232,179,930	78.53%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	2	14,137,031	4.78%	Yes
Remaining	—	49,339,728	16.69%	Rest
Registered funds (N-PORT, not summed)	628	71,806,835	24.29%	No

Shares outstanding: 295,656,689, 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.

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 BE

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	18,442,336	6.24%	-6,618,470	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	17,011,609	5.75%	-5,899,673	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,025,044	0.35%	—	Jun 30, 2026	iShares Trust, not summed
1.3	iShares MSCI USA Momentum Factor ETF Fund S000040316 · Registered fund · Jul 31, 2026 iShares Trust, not summed	809,366	0.27%	+377,954	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Global Clean Energy ETF Fund S000022498 · Registered fund · Jul 31, 2026 iShares Trust, not summed	776,919	0.26%	-433,000	Jul 31, 2026	iShares Trust, not summed
1.5	iShares A.I. Innovation and Tech Active ETF Fund S000086268 · Registered fund · Jul 31, 2026 BlackRock ETF Trust, not summed	540,375	0.18%	—	Jul 31, 2026	BlackRock ETF Trust, not summed
2	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,134,575	6.13%	-4,754,452	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	AMERIPRISE FINANCIAL INC 13G CIK 820027 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	18,231,962	6.17%	-4,665,881	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Columbia Seligman Technology and Information Fund Fund S000031370 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	10,123,905	3.42%	-3,790,651	May 31, 2026	Columbia Funds Series Trust II, not summed
2.3	Columbia Seligman Global Technology Fund Fund S000031372 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	1,737,847	0.59%	-265,029	Jul 31, 2026	Columbia Funds Series Trust II, not summed
2.4	Columbia Cornerstone Growth Fund Fund S000012081 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	231,864	0.08%	—	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
2.5	Columbia Variable Portfolio - Seligman Global Technology Fund Fund S000031384 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	199,802	0.07%	-46,464	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
3	JANE STREET GROUP, LLC 13G CIK 1595888 · Unknown · Jul 29, 2026 Rule 13d-1(c), passive investor, not summed	14,874,272	5.03%	—	Jul 29, 2026	Rule 13d-1(c), passive investor, not summed
3.1	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,168,454	1.41%	-753,837	Jun 30, 2026	carried, not yet filed for the newest quarter
4	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	13,950,652	4.72%	+4,830,139	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	69,357	0.02%	-7,203	May 31, 2026	Goldman Sachs ETF Trust, not summed
4.2	Goldman Sachs Hedge Industry VIP ETF Fund S000053625 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	39,379	0.01%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
4.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	34,387	0.01%	+6,160	May 31, 2026	Goldman Sachs ETF Trust, not summed
4.4	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	22,585	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
4.5	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,051	0.00%	-10,875	May 31, 2026	Goldman Sachs ETF Trust, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,549,603	4.24%	-280,178	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,082,447	4.09%	+285,629	Jun 30, 2026	carried, not yet filed for the newest quarter
7	SK ecoplant Co., Ltd. 13D CIK 1944449 · Unknown · Aug 14, 2025	10,883,701	3.68%	-2,608,000	Aug 14, 2025
7.1	SK ecoplant Co., Ltd. Insider CIK 1944449 · Jul 10, 2025 10% Owner, issuer-wide, not summed	13,491,701	4.56%	-10,000,000	Jul 10, 2025	10% Owner, issuer-wide, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,578,620	2.90%	+115,228	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,085,893	2.73%	+6,365,170	Jun 30, 2026	carried, not yet filed for the newest quarter
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,313,415	2.47%	-330,819	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	747	0.00%	-38	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
10.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	555	0.00%	+152	Jul 31, 2026	E Trade Trust, not summed
10.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	410	0.00%	+155	Jul 31, 2026	E Trade Trust, not summed
10.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	102	0.00%	-3	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,315,431	2.14%	-158,186	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	92,746	0.03%	+16,600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11.2	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	36,819	0.01%	-83,441	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.3	State Street(R) SPDR(R) S&P Kensho Clean Power ETF Fund S000063360 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	27,012	0.01%	-27,096	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.4	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	4,864	0.00%	+464	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
11.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	3,870	0.00%	-11,130	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
12	Situational Awareness LP 13F CIK 2045724 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,272,808	2.12%	-212,600	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,855,157	1.98%	+2,977,204	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Value Aligned Research Advisors, LLC 13F CIK 1963565 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,585,179	1.89%	+1,000,448	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Sridhar KR Insider CIK 1746277 · Sep 1, 2026 Director, Chairman & CEO, issuer-wide, not summed	4,511,513	1.53%	—	Sep 1, 2026	Director, Chairman & CEO, issuer-wide, not summed
16	Graticule Asia Macro Advisors LLC 13F CIK 1619390 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,207,505	1.42%	-335,700	Jun 30, 2026	carried, not yet filed for the newest quarter
17	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,158,295	1.41%	-51,162	Jun 30, 2026	carried, not yet filed for the newest quarter
18	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,793,446	1.28%	-2,153,630	Jun 30, 2026	carried, not yet filed for the newest quarter
19	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,297,042	1.12%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Kuwait Investment Authority, acting for and on behalf of the Government of the State of Kuwait (KIA) 13G CIK 933491 · Unknown · Mar 17, 2025 Rule 13d-1(c), passive investor	3,253,330	1.10%	—	Mar 17, 2025	Rule 13d-1(c), passive investor
21	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,043,815	1.03%	+1,234,788	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,000,850	1.02%	+119,869	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	SANDS CAPITAL MANAGEMENT, LLC 13F CIK 1020066 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,926,558	0.99%	+1,147,520	Jun 30, 2026	carried, not yet filed for the newest quarter
24	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,554,512	0.86%	-132,517	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,522,461	0.85%	+2,135,300	Jun 30, 2026	carried, not yet filed for the newest quarter
26	JPMorgan Large Cap Growth Fund Fund S000003856 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	2,417,080	0.82%	—	Jun 30, 2026	JPMorgan Trust II, not summed
27	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,343,758	0.79%	+504,924	Jun 30, 2026	carried, not yet filed for the newest quarter
28	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,103,658	0.71%	-652,346	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Franklin Dynatech Fund Fund S000006754 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	1,800,000	0.61%	+100,000	Jun 30, 2026	Franklin Custodian Funds, not summed
28.2	Franklin Focused Dynamic Growth ETF Fund S000080151 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	24,299	0.01%	+7,507	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
28.3	Franklin Intelligent Machines ETF Fund S000067394 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	13,950	0.00%	+1,114	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
28.4	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	13,736	0.00%	-1,474	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
28.5	Franklin DynaTech VIP Fund Fund S000007312 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	12,269	0.00%	+1,159	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
29	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,069,814	0.70%	+1,056,223	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,016,532	0.68%	-1,531,306	Jun 30, 2026	carried, not yet filed for the newest quarter
31	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,004,156	0.68%	+650,218	Jun 30, 2026	carried, not yet filed for the newest quarter
32	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,983,519	0.67%	+1,983,519	Jun 30, 2026	carried, not yet filed for the newest quarter
33	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,974,966	0.67%	-776,271	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,331,350	0.45%	+190,805	May 31, 2026	Fidelity Concord Street Trust, not summed
33.2	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	487,930	0.17%	+81,270	May 31, 2026	Fidelity Concord Street Trust, not summed
33.3	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	444,624	0.15%	+227,600	Jul 31, 2026	Fidelity Securities Fund, not summed
33.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	394,162	0.13%	+72,432	May 31, 2026	Fidelity Concord Street Trust, not summed
33.5	Fidelity Large Cap Growth Index Fund Fund S000054095 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	353,402	0.12%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
34	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,905,234	0.64%	-1,437	Jun 30, 2026	carried, not yet filed for the newest quarter
35	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,817,975	0.61%	-393,905	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,699,164	0.57%	-69,396	Jun 30, 2026	carried, not yet filed for the newest quarter
37	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,655,371	0.56%	-410,155	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	697,928	0.24%	+109,916	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	274,584	0.09%	+49,944	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	159,154	0.05%	+6,321	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	152,862	0.05%	+26,088	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	130,013	0.04%	+15,244	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,618,954	0.55%	+587,318	Jun 30, 2026	carried, not yet filed for the newest quarter
39	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	1,616,379	0.55%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
40	Whale Rock Capital Management LLC 13F CIK 1387322 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,608,305	0.54%	-45,483	Jun 30, 2026	carried, not yet filed for the newest quarter
41	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,599,204	0.54%	-630,683	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,846	0.00%	-34	Jul 31, 2026	FlexShares Trust, not summed
42	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,497,644	0.51%	-425,709	Jun 30, 2026	carried, not yet filed for the newest quarter
43	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,480,139	0.50%	-819,181	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,472,140	0.50%	+1,472,140	Jun 30, 2026	carried, not yet filed for the newest quarter
45	California Public Employees Retirement System 13F CIK 919079 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,370,211	0.46%	+967,052	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,345,873	0.46%	-230,385	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	669,553	0.23%	-144,651	Jun 30, 2026	Manager Directed Portfolios, not summed
46.2	Hood River New Opportunities Fund Fund S000086255 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	111,713	0.04%	+8,733	Jun 30, 2026	Manager Directed Portfolios, not summed
46.3	Hood River Emerging Markets Fund Fund S000097192 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	1,474	0.00%	+428	Jun 30, 2026	Manager Directed Portfolios, not summed
47	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,342,797	0.45%	+859,549	Jun 30, 2026	carried, not yet filed for the newest quarter
48	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	1,327,549	0.45%	+583,135	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	PACE Large Co Growth Equity Investments Fund S000002972 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	12,246	0.00%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
48.2	PACE Small/Medium Co Growth Equity Investments Fund S000002974 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	875	0.00%	-2,933	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
48.3	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	588	0.00%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
49	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,312,620	0.44%	-371,581	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	203,618	0.07%	-140,911	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
49.2	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	116,655	0.04%	+56,256	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
49.3	Invesco Large Cap Growth ETF Fund S000003054 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	112,200	0.04%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
49.4	Invesco Discovery Large Cap Fund Fund S000064617 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	109,911	0.04%	—	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
49.5	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	38,949	0.01%	+1,021	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
50	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	1,123,620	0.38%	+39,857	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed

129 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.

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Key facts CIK 1664703 CUSIP 093712107 13F (30d) 347 filings 339 filers Visit website Investor relations