BLK · BlackRock, Inc. · Shareholders & Ownership

$1,140.08 -9.52 (-0.83%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$373.40B

324.95M

Volume · Oct 22 243.61K Avg daily vol (3M) 610.45K

Every disclosed holder of BLK 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 BLK

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)	2,390	135,190,088	41.60%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	189,762,284	58.40%	Rest
Registered funds (N-PORT, not summed)	863	42,664,913	13.13%	No

Shares outstanding: 324,952,372, 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 BLK

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 Classes BLK, DIVB, carried, not yet filed for the newest quarter	10,137,818	3.12%	+4,768	Jun 30, 2026	Classes BLK, DIVB, carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,985,937	0.61%	+130,360	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	341,044	0.11%	-9,323	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	294,701	0.09%	+28,148	Jul 31, 2026	iShares Trust, not summed
1.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	237,202	0.07%	-11,762	Jun 30, 2026	iShares Trust, not summed
1.5	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	202,638	0.06%	-66,211	Jul 31, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,280,533	2.86%	+39,933	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,414,683	1.97%	+136,020	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	976,537	0.30%	-1,084	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	344,404	0.11%	+40,934	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	175,622	0.05%	+5,737	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	55,226	0.02%	+1,440	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
3.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	28,136	0.01%	+360	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 Classes BLK, DIVB, carried, not yet filed for the newest quarter	6,002,299	1.85%	-576,562	Jun 30, 2026	Classes BLK, DIVB, carried, not yet filed for the newest quarter
5	Temasek Holdings (Private) Ltd 13F CIK 1021944 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,195,165	1.60%	-135,327	Jun 30, 2026	carried, not yet filed for the newest quarter
6	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,495,074	1.38%	+850,406	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	VANGUARD WELLINGTON FUND Fund S000004406 · Registered fund · May 31, 2026 VANGUARD WELLINGTON FUND, not summed	1,640,925	0.51%	+416,447	May 31, 2026	VANGUARD WELLINGTON FUND, not summed
6.2	VANGUARD DIVIDEND GROWTH FUND Fund S000002920 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	970,963	0.30%	+33,145	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
6.3	BALANCED PORTFOLIO Fund S000004390 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	52,442	0.02%	+12,626	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
6.4	VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND Fund S000074281 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	35,988	0.01%	+6,220	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
6.5	VANGUARD GLOBAL WELLINGTON FUND Fund S000059219 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	12,022	0.00%	-196	May 31, 2026	VANGUARD WORLD FUND, not summed
7	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,458,212	1.37%	-152,206	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,435,451	1.37%	-10,391	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 Classes BLK, DIVB, carried, not yet filed for the newest quarter	4,359,399	1.34%	+646,586	Jun 30, 2026	Classes BLK, DIVB, carried, not yet filed for the newest quarter
10	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,739,433	1.15%	+73,458	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 Classes BLK, DIVB, carried, not yet filed for the newest quarter	3,642,875	1.12%	+67,707	Jun 30, 2026	Classes BLK, DIVB, carried, not yet filed for the newest quarter
11.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	469	0.00%	-20	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
11.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	323	0.00%	+46	Jul 31, 2026	E Trade Trust, not summed
11.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	240	0.00%	+51	Jul 31, 2026	E Trade Trust, not summed
11.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	62	0.00%	-5	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
12	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,628,654	1.12%	+96,700	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,284,684	1.01%	+30,889	Jun 30, 2026	carried, not yet filed for the newest quarter
14	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,831,565	0.87%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
15	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 Classes BLK, DIVB, carried, not yet filed for the newest quarter	2,527,952	0.78%	+42,274	Jun 30, 2026	Classes BLK, DIVB, carried, not yet filed for the newest quarter
16	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	1,562,199	0.48%	+5,084	Jul 31, 2026	Washington Mutual Investors Fund, not summed
17	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,526,427	0.47%	+46,478	Jun 30, 2026	carried, not yet filed for the newest quarter
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,498,843	0.46%	-32,680	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	42,911	0.01%	+1,262	Jun 30, 2026	Northern Funds, not summed
18.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,886	0.00%	+61	Jun 30, 2026	Northern Funds, not summed
18.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,888	0.00%	+192	Jul 31, 2026	FlexShares Trust, not summed
18.4	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	810	0.00%	-27	Jul 31, 2026	FlexShares Trust, not summed
18.5	FlexShares STOXX Global ESG Select Index Fund Fund S000054499 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	608	0.00%	-12	Jul 31, 2026	FlexShares Trust, not summed
19	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 Classes BLK, DIVB, carried, not yet filed for the newest quarter	1,434,253	0.44%	-253,680	Jun 30, 2026	Classes BLK, DIVB, carried, not yet filed for the newest quarter
19.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,846,488	0.57%	+10,212	May 31, 2026	Fidelity Concord Street Trust, not summed
19.2	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	272,793	0.08%	+2,981	May 31, 2026	Fidelity Concord Street Trust, not summed
19.3	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	220,324	0.07%	+6,737	May 31, 2026	Fidelity Concord Street Trust, not summed
19.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	136,666	0.04%	-106,073	May 31, 2026	Fidelity Rutland Square Trust II, not summed
19.5	Fidelity Balanced Fund Fund S000007151 · Registered fund · May 31, 2026 Fidelity Puritan Trust, not summed	135,251	0.04%	-8,100	May 31, 2026	Fidelity Puritan Trust, not summed
20	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,403,263	0.43%	-377,696	Jun 30, 2026	carried, not yet filed for the newest quarter
21	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	1,384,840	0.43%	-12,571	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	UBS US Dividend Ruler Fund Fund S000068969 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	7,334	0.00%	+103	Jun 30, 2026	UBS FUNDS, not summed
21.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	112	0.00%	-825	May 31, 2026	UBS INVESTMENT TRUST, not summed
21.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	45	0.00%	-275	Jun 30, 2026	UBS FUNDS, not summed
21.4	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	44	0.00%	+16	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,378,163	0.42%	+87,378	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	322,146	0.10%	+2,063	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	305,811	0.09%	+29,166	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	153,103	0.05%	+4,411	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	87,416	0.03%	+2,301	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	85,506	0.03%	+1,625	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23	Ogunlesi Adebayo O. Insider CIK 1481450 · Dec 2, 2025 Director, issuer-wide, not summed	1,338,724	0.41%	—	Dec 2, 2025	Director, issuer-wide, not summed
24	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,330,142	0.41%	+35,377	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,330,034	0.41%	-57,338	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	13,300	0.00%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
25.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	9,597	0.00%	-6,897	May 31, 2026	Goldman Sachs ETF Trust, not summed
25.3	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,660	0.00%	-247	May 31, 2026	Goldman Sachs ETF Trust, not summed
25.4	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	6,903	0.00%	-37	May 31, 2026	Goldman Sachs Trust, not summed
25.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	5,553	0.00%	+1,814	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
26	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,274,051	0.39%	-954,835	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Franklin Income Fund Fund S000006756 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	200,000	0.06%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
26.2	Franklin Growth Fund Fund S000006755 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	175,839	0.05%	+17,315	Jun 30, 2026	Franklin Custodian Funds, not summed
26.3	Franklin Mutual Global Discovery Fund Fund S000007861 · Registered fund · Jun 30, 2026 Franklin Mutual Series Funds, not summed	139,612	0.04%	0	Jun 30, 2026	Franklin Mutual Series Funds, not summed
26.4	Franklin Mutual Shares Fund Fund S000007864 · Registered fund · Jun 30, 2026 Franklin Mutual Series Funds, not summed	123,759	0.04%	-435	Jun 30, 2026	Franklin Mutual Series Funds, not summed
26.5	Putnam Focused Large Cap Value ETF Fund S000071710 · Registered fund · May 29, 2026 Putnam ETF Trust, not summed	123,724	0.04%	+21,912	May 29, 2026	Putnam ETF Trust, not summed
27	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,189,321	0.37%	-32,044	Jun 30, 2026	carried, not yet filed for the newest quarter
28	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,150,014	0.35%	-454,306	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Columbia Dividend Income Fund Fund S000012079 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	517,890	0.16%	-4,982	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
28.2	Columbia Disciplined Core Fund Fund S000031356 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	46,804	0.01%	-9,616	Jul 31, 2026	Columbia Funds Series Trust II, not summed
28.3	Columbia Variable Portfolio - Disciplined Core Fund Fund S000019844 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	35,171	0.01%	-8,298	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
28.4	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	19,157	0.01%	-2	May 31, 2026	Columbia Funds Series Trust II, not summed
28.5	CTIVP - Wellington Large Cap Value Fund Fund S000028692 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	13,957	0.00%	-674	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
29	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 Classes BLK, DIVB, carried, not yet filed for the newest quarter	1,112,002	0.34%	+408,895	Jun 30, 2026	Classes BLK, DIVB, carried, not yet filed for the newest quarter
30	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	1,005,801	0.31%	-39,198	Jun 30, 2026	Investment Co of America, not summed
31	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 Classes BLK, DIVB, carried, not yet filed for the newest quarter	955,812	0.29%	+196,178	Jun 30, 2026	Classes BLK, DIVB, carried, not yet filed for the newest quarter
32	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	954,863	0.29%	-140,294	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	MFS Value Fund Fund S000000769 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	699,661	0.22%	-58,803	May 31, 2026	MFS SERIES TRUST I, not summed
32.2	MFS Value Series Fund S000002672 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	25,624	0.01%	-2,425	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
32.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	25	0.00%	—	Jul 31, 2026	MFS Series Trust XV, not summed
33	Unisphere Establishment 13F CIK 2012090 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	915,500	0.28%	+3,800	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	839,302	0.26%	-64,335	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	828,779	0.26%	-15,940	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	13,026	0.00%	+14	Jul 31, 2026	BNY Mellon ETF Trust, not summed
35.2	BNY Mellon Concentrated Growth ETF Fund S000087737 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust II, not summed	3,393	0.00%	-71	Jul 31, 2026	BNY Mellon ETF Trust II, not summed
36	Steward Partners Investment Advisory, LLC 13F CIK 1723397 · Registered investment adviser · Jun 30, 2026 Classes BLK, DIVB, carried, not yet filed for the newest quarter	825,117	0.25%	+34,381	Jun 30, 2026	Classes BLK, DIVB, carried, not yet filed for the newest quarter
37	American Mutual Fund Fund S000008999 · Registered fund · Jul 31, 2026 American Mutual Fund, not summed	824,765	0.25%	0	Jul 31, 2026	American Mutual Fund, not summed
38	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	816,820	0.25%	+6,646	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	807,905	0.25%	-1,962	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	784,722	0.24%	+4,714	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	783,731	0.24%	-29,807	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
42	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 Classes BLK, DIVB, carried, not yet filed for the newest quarter	774,597	0.24%	-212,094	Jun 30, 2026	Classes BLK, DIVB, carried, not yet filed for the newest quarter
43	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 Classes BLK, DIVB, carried, not yet filed for the newest quarter	772,344	0.24%	+10,997	Jun 30, 2026	Classes BLK, DIVB, carried, not yet filed for the newest quarter
43.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	247,803	0.08%	+527	Jun 30, 2026	College Retirement Equities Fund, not summed
43.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	127,665	0.04%	-443	Jul 31, 2026	TIAA-CREF Funds, not summed
43.3	Nuveen Large Cap Value Fund Fund S000005383 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	81,055	0.02%	-1,359	Jul 31, 2026	TIAA-CREF Funds, not summed
43.4	Nuveen Dividend Value Fund Fund S000005579 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	67,024	0.02%	+5,247	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
43.5	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	62,570	0.02%	-2,758	Jun 30, 2026	College Retirement Equities Fund, not summed
44	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 Classes BLK, DIVB, carried, not yet filed for the newest quarter	667,205	0.21%	+227,011	Jun 30, 2026	Classes BLK, DIVB, carried, not yet filed for the newest quarter
44.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	51,874	0.02%	+15,920	Jun 30, 2026	AQR Funds, not summed
44.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	13,751	0.00%	-1,769	Jun 30, 2026	AQR Funds, not summed
44.3	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,781	0.00%	+1,660	Jun 30, 2026	AQR Funds, not summed
44.4	AQR Global Fund Fund S000024170 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,868	0.00%	+2,552	Jun 30, 2026	AQR Funds, not summed
44.5	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,847	0.00%	—	Jun 30, 2026	AQR Funds, not summed
45	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 Classes BLK, DIVB, carried, not yet filed for the newest quarter	641,062	0.20%	+28,593	Jun 30, 2026	Classes BLK, DIVB, carried, not yet filed for the newest quarter
46	Fayez Sarofim & Co 13F CIK 937729 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	623,951	0.19%	-12,745	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Sarofim Equity Fund Fund S000041278 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND, not summed	1,570	0.00%	-75	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND, not summed
47	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	621,534	0.19%	-20,244	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	614,823	0.19%	+13,644	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
49	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	610,300	0.19%	-24,838	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	184,556	0.06%	+7,016	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
49.2	Invesco Diversified Dividend Fund Fund S000000281 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	152,646	0.05%	+69,075	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
49.3	Invesco Dividend Income Fund Fund S000000161 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	57,018	0.02%	+24,738	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
49.4	Invesco S&P 100 Equal Weight ETF Fund S000013106 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	25,861	0.01%	+785	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
49.5	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	25,448	0.01%	+442	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
50	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 Classes BLK, DIVB, carried, not yet filed for the newest quarter	585,220	0.18%	+392,199	Jun 30, 2026	Classes BLK, DIVB, carried, not yet filed for the newest quarter

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Key facts CIK 2012383 CUSIP 09290D101 13F (30d) 609 filings 582 filers Visit website Investor relations