BEN · Franklin Templeton Inc · Shareholders & Ownership

$31.35 -0.18 (-0.56%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$15.96B

508.08M

Volume · Oct 23 1.07M Avg daily vol (3M) 3.96M

Every disclosed holder of BEN 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 BEN

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)	682	271,593,235	53.46%	Yes
Insiders (Forms 3, 4, 5)	14	110,616,595	21.77%	Yes
13D/G-only blocks	1	31,557,117	6.21%	Yes
Remaining	—	94,309,963	18.56%	Rest
Registered funds (N-PORT, not summed)	521	114,813,432	22.60%	No

Shares outstanding: 508,076,910, 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 BEN

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	JOHNSON CHARLES B Insider CIK 936567 · Dec 26, 2025 10% Owner, issuer-wide	94,193,180	18.54%	-25,440	Dec 26, 2025	10% Owner, issuer-wide
2	Power Corporation of Canada 13G CIK 850918 · Unknown · Jan 1, 2024 Rule 13d-1(c), passive investor	31,557,117	6.21%	—	Jan 1, 2024	Rule 13d-1(c), passive investor
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	28,910,284	5.69%	+143,111	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	6,355,356	1.25%	-4,644	Jul 31, 2026	iShares Trust, not summed
3.2	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,216,911	0.83%	+259,911	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,100,814	0.22%	+66,388	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	599,871	0.12%	-15,794	Jun 30, 2026	iShares Trust, not summed
3.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	508,962	0.10%	-17,461	Jun 30, 2026	iShares Trust, not summed
4	Power Corp of Canada 13F CIK 801166 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	25,340,031	4.99%	-6,217,086	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Power Corp of Canada 13G CIK 801166 · Unknown · Jun 30, 2026 Rule 13d-1(c), passive investor, not summed	25,340,031	4.99%	—	Jun 30, 2026	Rule 13d-1(c), passive investor, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,135,638	3.96%	+47,025	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	19,733,211	3.88%	+119,811	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF Fund S000050968 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	3,457,781	0.68%	+60,338	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,739,614	0.54%	-110,201	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,073,467	0.41%	-6,480	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
6.4	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	738,095	0.15%	+92,253	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	372,963	0.07%	+13,071	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,735,521	2.70%	-108,588	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,091,225	2.38%	-1,473,175	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	5,983,482	1.18%	-773,064	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8.2	Invesco S&P 500 High Dividend Low Volatility ETF Fund S000038520 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	2,917,108	0.57%	+17,992	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
8.3	Invesco S&P 500 Pure Value ETF Fund S000060792 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	620,774	0.12%	-88,633	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8.4	Invesco High Yield Equity Dividend AchieversTM ETF Fund S000003045 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	579,775	0.11%	-173,901	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8.5	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	527,402	0.10%	-44,504	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
9	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,224,825	2.01%	-635,500	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,479,318	0.49%	-100,763	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	2,160,468	0.43%	-129,459	Jul 31, 2026	Dimensional ETF Trust, not summed
9.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	705,645	0.14%	+39,158	Jul 31, 2026	Dimensional ETF Trust, not summed
9.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	568,491	0.11%	+356,700	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.5	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	411,400	0.08%	-494,789	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	9,903,891	1.95%	-21,692	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,944,947	1.56%	+136,911	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,910,758	1.56%	+100,912	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,256,259	1.43%	-185,900	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	448,001	0.09%	-375,199	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
13.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	49,913	0.01%	+31,287	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
13.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	13,964	0.00%	+4,470	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
13.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	10,560	0.00%	-174	May 31, 2026	Goldman Sachs ETF Trust II, not summed
13.5	Goldman Sachs Strategic Factor Allocation Fund Fund S000054057 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	4,655	0.00%	-368	May 31, 2026	GOLDMAN SACHS TRUST, not summed
14	JOHNSON JENNIFER M Insider CIK 1010270 · Oct 19, 2026 Insider, issuer-wide	7,249,823	1.43%	0	Oct 19, 2026	Insider, issuer-wide
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,146,266	1.41%	-59,068	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	Azora Capital LP 13F CIK 1700272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,908,621	1.36%	+1,808,672	Jun 30, 2026	carried, not yet filed for the newest quarter
17	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,022,325	1.19%	-534,001	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	ProShares S&P 500 Dividend Aristocrats ETF Fund S000042349 · Registered fund · May 31, 2026 ProShares Trust, not summed	5,955,642	1.17%	-581,234	May 31, 2026	ProShares Trust, not summed
17.2	ProShares Large Cap Core Plus Fund S000020962 · Registered fund · May 31, 2026 ProShares Trust, not summed	47,906	0.01%	—	May 31, 2026	ProShares Trust, not summed
17.3	ProShares Ultra S&P500 Fund S000006821 · Registered fund · May 31, 2026 ProShares Trust, not summed	26,046	0.01%	+1,486	May 31, 2026	ProShares Trust, not summed
17.4	ProShares Ultra Financials Fund S000014252 · Registered fund · May 31, 2026 ProShares Trust, not summed	18,941	0.00%	+153	May 31, 2026	ProShares Trust, not summed
17.5	ProShares UltraPro S&P500 Fund S000024919 · Registered fund · May 31, 2026 ProShares Trust, not summed	11,764	0.00%	-2,494	May 31, 2026	ProShares Trust, not summed
18	JOHNSON GREGORY E Insider CIK 1010262 · Oct 13, 2026 Director, Executive Chairman, issuer-wide	5,982,794	1.18%	+46,073	Oct 13, 2026	Director, Executive Chairman, issuer-wide
19	Artemis Investment Management LLP 13F CIK 1535385 · Non-US institution · Sep 30, 2026	5,137,952	1.01%	-173,257	Sep 30, 2026
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,011,520	0.99%	+96,372	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	536	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,589,483	0.90%	+4,788	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	52,843	0.01%	+839	Jul 31, 2026	BNY Mellon ETF Trust, not summed
22	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,529,499	0.89%	-58,388	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,042,708	0.80%	+1,229,079	Jun 30, 2026	carried, not yet filed for the newest quarter
24	State Street(R) SPDR(R) S&P 500(R) ETF Trust Fund · Registered fund · Jun 30, 2026 State Street(R) SPDR(R) S&P 500(R) ETF Trust, not summed	3,715,787	0.73%	—	Jun 30, 2026	State Street(R) SPDR(R) S&P 500(R) ETF Trust, not summed
24.1	EAGLE CAPITAL GROWTH FUND, INC. Fund · Registered fund · Jun 30, 2026 EAGLE CAPITAL GROWTH FUND, INC., not summed	50,000	0.01%	—	Jun 30, 2026	EAGLE CAPITAL GROWTH FUND, INC., not summed
24.2	Guggenheim Strategic Opportunities Fund Fund · Registered fund · May 29, 2026 Guggenheim Strategic Opportunities Fund, not summed	35,353	0.01%	—	May 29, 2026	Guggenheim Strategic Opportunities Fund, not summed
24.3	Guggenheim Active Allocation Fund Fund · Registered fund · May 29, 2026 Guggenheim Active Allocation Fund, not summed	9,379	0.00%	—	May 29, 2026	Guggenheim Active Allocation Fund, not summed
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,545,296	0.70%	-124,191	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	158,592	0.03%	-4,368	Jul 31, 2026	FlexShares Trust, not summed
25.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	104,845	0.02%	-5,422	Jun 30, 2026	Northern Funds, not summed
25.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	59,274	0.01%	+2,910	Jul 31, 2026	FlexShares Trust, not summed
25.4	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	56,222	0.01%	-1,269	Jun 30, 2026	Northern Funds, not summed
25.5	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	54,175	0.01%	—	Jun 30, 2026	Northern Funds, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,242,005	0.64%	+10,083	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	830,332	0.16%	-1,054	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	699,577	0.14%	+22,191	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	380,433	0.07%	-27,083	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	322,719	0.06%	+8,382	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	188,654	0.04%	+6,927	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27	Verition Fund Management LLC 13F CIK 1454027 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,980,343	0.59%	-42,084	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,956,401	0.58%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
29	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,412,123	0.47%	-31,730	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,249,669	0.44%	+661,907	Jun 30, 2026	carried, not yet filed for the newest quarter
31	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,132,804	0.42%	+993,654	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	166,427	0.03%	+86,164	Jun 30, 2026	AQR Funds, not summed
31.2	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	44,412	0.01%	—	Jun 30, 2026	AQR Funds, not summed
31.3	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	36,580	0.01%	+27,848	Jun 30, 2026	AQR Funds, not summed
31.4	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	14,965	0.00%	—	Jun 30, 2026	AQR Funds, not summed
31.5	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	10,135	0.00%	—	Jun 30, 2026	AQR Funds, not summed
32	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,869,344	0.37%	+1,809,067	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,763,754	0.35%	+872,798	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,748,706	0.34%	+1,748,706	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,721,690	0.34%	-8,039	Jun 30, 2026	carried, not yet filed for the newest quarter
36	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,703,268	0.34%	-138,396	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	FT Vest S&P 500 Dividend Aristocrats Target Income ETF Fund S000070911 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	1,721,422	0.34%	-78,470	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
36.2	First Trust Morningstar Dividend Leaders Index Fund Fund S000010976 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	546,440	0.11%	-137,043	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
36.3	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	203,571	0.04%	-201,260	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
36.4	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	61,919	0.01%	-53,363	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
36.5	First Trust Active Factor Large Cap ETF Fund S000066788 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	38,146	0.01%	+5,043	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
37	WisdomTree U.S. Midcap Dividend Fund Fund S000012393 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	1,682,940	0.33%	-15,665	Jun 30, 2026	WisdomTree Trust, not summed
38	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,665,481	0.33%	-64,260	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
39	Vest Financial, LLC 13F CIK 1709632 · Registered investment adviser · Sep 30, 2026	1,513,370	0.30%	-269,246	Sep 30, 2026
39.1	Vest S&P 500 Dividend Aristocrats Target Income Fund Fund S000058211 · Registered fund · Jul 31, 2026 World Funds Trust, not summed	24,448	0.00%	-2,186	Jul 31, 2026	World Funds Trust, not summed
40	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,479,753	0.29%	+30,461	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Gallagher Fiduciary Advisors, LLC 13F CIK 1527781 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,379,739	0.27%	-28,399	Jun 30, 2026	carried, not yet filed for the newest quarter
42	NOMURA ASSET MANAGEMENT CO LTD 13F CIK 1055964 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,374,350	0.27%	-132,140	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,343,051	0.26%	+1,094,951	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Kopernik Global Investors, LLC 13F CIK 1599814 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,320,571	0.26%	-2,202,016	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Kopernik Global All-Cap Fund Fund S000042718 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	379,166	0.07%	-990,733	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
45	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,302,665	0.26%	-46,676	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	PIMCO RAE US Fund Fund S000048956 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	205,650	0.04%	-50,586	Jun 30, 2026	PIMCO Equity Series, not summed
45.2	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	141,028	0.03%	—	Jun 30, 2026	PIMCO Equity Series, not summed
45.3	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	6,105	0.00%	+810	Jun 30, 2026	PIMCO Equity Series, not summed
46	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	1,300,135	0.26%	+161,527	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	218	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
46.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	122	0.00%	+72	Jun 30, 2026	UBS FUNDS, not summed
47	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,292,036	0.25%	-813,838	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,252,063	0.25%	-59,303	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	VictoryShares Dividend Accelerator ETF Fund S000056886 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	288,151	0.06%	+25,402	Jun 30, 2026	Victory Portfolios II, not summed
48.2	VictoryShares US EQ Income Enhanced Volatility Wtd ETF Fund S000044753 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	258,177	0.05%	-11,834	Jun 30, 2026	Victory Portfolios II, not summed
48.3	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	240,124	0.05%	-27,790	Jun 30, 2026	Victory Portfolios II, not summed
48.4	VictoryShares US Large Cap High Div Volatility Wtd ETF Fund S000049907 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	140,782	0.03%	0	Jun 30, 2026	Victory Portfolios II, not summed
48.5	VictoryShares US 500 Volatility Wtd ETF Fund S000044749 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	44,894	0.01%	-2,008	Jun 30, 2026	Victory Portfolios II, not summed
49	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,234,381	0.24%	-730,043	Jun 30, 2026	carried, not yet filed for the newest quarter
50	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,219,100	0.24%	+332,707	Jun 30, 2026	carried, not yet filed for the newest quarter

113 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 888 holders

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

Key facts CIK 38777 CUSIP 354613101 13F (30d) 149 filings 142 filers Visit website Investor relations