BPOP · Popular, Inc. · Shareholders & Ownership

$162.25 +1.40 (+0.87%) At close · Oct 21 Earnings today

Russell 1000 member Rebalance outlook locked

Market Cap

$10.35B

63.78M

Volume · Oct 21 537.29K Avg daily vol (3M) 479.94K

Every disclosed holder of BPOP 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 BPOP

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)	491	59,319,418	93.01%	Yes
Insiders (Forms 3, 4, 5)	26	1,372,848	2.15%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,086,235	4.84%	Rest
Registered funds (N-PORT, not summed)	532	25,293,556	39.66%	No

Shares outstanding: 63,778,501, 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 BPOP

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	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,714,748	7.39%	+404,044	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	1,157,035	1.81%	-30,778	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
1.2	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	563,574	0.88%	+98,109	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
1.3	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	353,746	0.55%	-35,000	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
1.4	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	194,559	0.31%	+65,564	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
1.5	T. Rowe Price Financial Services Fund, Inc. Fund S000002084 · Registered fund · Jun 30, 2026 T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed	148,426	0.23%	-51,800	Jun 30, 2026	T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,487,199	7.04%	-370,294	Jun 30, 2026	carried, not yet filed for the newest quarter
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,994,322	6.26%	-86,188	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	261,830	0.41%	+16,031	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	131,698	0.21%	-5,151	Jun 30, 2026	iShares Trust, not summed
3.3	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	126,464	0.20%	+10,592	Jul 31, 2026	iShares Trust, not summed
3.4	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	107,973	0.17%	-22,819	Jul 31, 2026	iShares Trust, not summed
3.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	91,083	0.14%	+6,806	Jun 30, 2026	iShares Trust, not summed
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,126,242	4.90%	-96,024	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	450,528	0.71%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	435,179	0.68%	-154,828	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	400,159	0.63%	-943	Jul 31, 2026	Dimensional ETF Trust, not summed
4.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	284,065	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	192,452	0.30%	+5,780	Jul 31, 2026	Dimensional ETF Trust, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,824,478	4.43%	-130,660	Jun 30, 2026	carried, not yet filed for the newest quarter
6	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,268,854	3.56%	-291,368	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	75,362	0.12%	0	Jun 30, 2026	AQR Funds, not summed
6.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	63,708	0.10%	0	Jun 30, 2026	AQR Funds, not summed
6.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	30,649	0.05%	-39,478	Jun 30, 2026	AQR Funds, not summed
6.4	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	27,491	0.04%	-956	Jun 30, 2026	AQR Funds, not summed
6.5	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	11,141	0.02%	+598	Jun 30, 2026	AQR Funds, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,945,129	3.05%	-145,468	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,765,313	2.77%	-30,952	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	383,670	0.60%	-35,421	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	88,401	0.14%	-10,517	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	22,310	0.04%	-600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.4	State Street(R) SPDR(R) Russell 1000 Yield Focus ETF Fund S000051787 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	5,164	0.01%	-1,738	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF Fund S000051789 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,341	0.00%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,575,921	2.47%	+773,303	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,500,612	2.35%	-73,804	Jun 30, 2026	carried, not yet filed for the newest quarter
11	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,463,980	2.30%	+83,055	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	297,168	0.47%	+25,069	May 31, 2026	MFS Series Trust X, not summed
11.2	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	187,802	0.29%	-44,275	May 31, 2026	MFS SERIES TRUST XIII, not summed
11.3	MFS Equity Income Fund Fund S000038342 · Registered fund · Jul 31, 2026 MFS SERIES TRUST VII, not summed	134,116	0.21%	+12,959	Jul 31, 2026	MFS SERIES TRUST VII, not summed
11.4	MFS Blended Research Core Equity Fund Fund S000002500 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	102,892	0.16%	-30,629	Jun 30, 2026	MFS SERIES TRUST XI, not summed
11.5	MFS Blended Research Growth Equity Fund Fund S000050658 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	38,937	0.06%	+1,953	May 31, 2026	MFS SERIES TRUST X, not summed
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,405,532	2.20%	-116,233	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,194,168	1.87%	+101,930	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	42,000	0.07%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
13.2	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	37,300	0.06%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
13.3	LSV Disciplined Value ETF Fund S000089218 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	19,433	0.03%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
14	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,172,029	1.84%	-1,023,654	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	338,262	0.53%	-9,366	May 31, 2026	Fidelity Concord Street Trust, not summed
14.2	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	286,831	0.45%	-75,900	Jul 31, 2026	Fidelity Capital Trust, not summed
14.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	241,581	0.38%	+2,920	Jul 31, 2026	Fidelity Salem Street Trust, not summed
14.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	230,249	0.36%	-188,888	May 31, 2026	Fidelity Rutland Square Trust II, not summed
14.5	Fidelity SAI Small-Mid Cap Momentum Index Fund Fund S000050321 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	174,293	0.27%	-1,498	Jul 31, 2026	Fidelity Salem Street Trust, not summed
15	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,150,553	1.80%	+26,272	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Columbia Select Mid Cap Value Fund Fund S000010792 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	510,826	0.80%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
15.2	Multi-Manager Large Cap Growth Strategies Fund Fund S000091548 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	191,638	0.30%	+34,044	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
15.3	Columbia Select Small Cap Value Fund Fund S000031375 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	82,333	0.13%	-1,451	May 31, 2026	Columbia Funds Series Trust II, not summed
15.4	Columbia Variable Portfolio - Select Mid Cap Value Fund Fund S000019847 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	44,727	0.07%	-5,000	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
15.5	Columbia Disciplined Growth Fund Fund S000031351 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	27,612	0.04%	-6,605	Jul 31, 2026	Columbia Funds Series Trust II, not summed
16	LOS ANGELES CAPITAL MANAGEMENT LLC 13F CIK 1177206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,099,446	1.72%	+420,838	Jun 30, 2026	carried, not yet filed for the newest quarter
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,040,508	1.63%	+378,777	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	US Core Portfolio Fund S000053789 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	58,560	0.09%	+38,451	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
17.2	Global Core Portfolio Fund S000053787 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	3,832	0.01%	—	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
17.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	96	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
18	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,004,676	1.58%	+18,647	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	890,710	1.40%	-78,345	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	819,715	1.29%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	806,838	1.27%	-8,970	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	776,053	1.22%	-112,549	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	739,220	1.16%	+6,073	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	738,153	1.16%	-34,516	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Nomura Growth and Income Fund Fund S000065929 · Registered fund · Jun 30, 2026 Delaware Group Equity Funds IV, not summed	403,298	0.63%	+17,264	Jun 30, 2026	Delaware Group Equity Funds IV, not summed
24.2	Nomura VIP Growth and Income Series Fund S000065945 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	162,984	0.26%	-53,807	Jun 30, 2026	Delaware VIP Trust, not summed
24.3	Optimum Large Cap Growth Fund Fund S000002422 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	90,763	0.14%	+19,683	Jun 30, 2026	Optimum Fund Trust, not summed
24.4	Optimum Small-Mid Cap Value Fund Fund S000002425 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	20,300	0.03%	0	Jun 30, 2026	Optimum Fund Trust, not summed
25	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	725,227	1.14%	-75,703	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	713,599	1.12%	+123,127	Jun 30, 2026	carried, not yet filed for the newest quarter
27	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	656,320	1.03%	-25,634	Jun 30, 2026	carried, not yet filed for the newest quarter
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	649,919	1.02%	+3,775	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	315,923	0.50%	-7,684	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	177,584	0.28%	-2,434	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	39,246	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	39,059	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.5	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	20,541	0.03%	0	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
29	MACQUARIE GROUP LTD 13F CIK 1418333 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	627,775	0.98%	-53,514	Jun 30, 2026	carried, not yet filed for the newest quarter
30	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	552,896	0.87%	-3,734	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	SEI Enhanced U.S. Large Cap Value Factor ETF Fund S000075039 · Registered fund · Jun 30, 2026 SEI EXCHANGE TRADED FUNDS, not summed	64,292	0.10%	+4,298	Jun 30, 2026	SEI EXCHANGE TRADED FUNDS, not summed
30.2	SIIT U.S. Equity Factor Allocation Fund Fund S000061159 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	61,603	0.10%	+1,800	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
30.3	SIIT SMALL/MID CAP FUND Fund S000006770 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	20,972	0.03%	-8,728	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
30.4	SIIT LARGE CAP DISCIPLINED EQUITY FUND Fund S000006769 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	10,699	0.02%	-9,444	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
30.5	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	9,756	0.02%	-200	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
31	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	536,051	0.84%	+123,632	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Polaris Capital Management, LLC 13F CIK 1316926 · Registered investment adviser · Sep 30, 2026	506,941	0.79%	-22,300	Sep 30, 2026
32.1	Pear tree polaris foreign value fund Fund S000009491 · Registered fund · Jun 30, 2026 Pear Tree Funds, not summed	203,450	0.32%	-16,200	Jun 30, 2026	Pear Tree Funds, not summed
32.2	POLARIS GLOBAL VALUE FUND Fund S000004556 · Registered fund · Jun 30, 2026 FORUM FUNDS, not summed	55,000	0.09%	-6,300	Jun 30, 2026	FORUM FUNDS, not summed
33	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	490,500	0.77%	+42,672	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	477,447	0.75%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
35	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	438,787	0.69%	+4,651	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	406,500	0.64%	-1,802	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	398,999	0.63%	-66,721	Jun 30, 2026	carried, not yet filed for the newest quarter
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	390,731	0.61%	-11,539	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,640	0.02%	+320	Jul 31, 2026	FlexShares Trust, not summed
39	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	387,307	0.61%	+114,507	Jun 30, 2026	carried, not yet filed for the newest quarter
40	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	359,583	0.56%	-105,757	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Hotchkis and Wiley Small Cap Value Fund Fund S000006215 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	69,310	0.11%	+5,710	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
40.2	Hotchkis and Wiley Mid-Cap Value Fund Fund S000006214 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	66,800	0.10%	-25,800	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
40.3	Hotchkis & Wiley Opportunities Fund Fund S000006216 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	47,000	0.07%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
40.4	Hotchkis and Wiley Global Value Fund Fund S000039502 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	1,560	0.00%	-1,480	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
40.5	Hotchkis & Wiley SMID Cap Diversified Value Fund Fund S000091359 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	114	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
41	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	337,033	0.53%	+6,589	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,207	0.01%	-13,922	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
41.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	2,162	0.00%	-48	May 31, 2026	Goldman Sachs ETF Trust II, not summed
41.3	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	736	0.00%	-54	May 31, 2026	Goldman Sachs ETF Trust, not summed
41.4	Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Fund S000083005 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	107	0.00%	+8	May 31, 2026	Goldman Sachs ETF Trust, not summed
42	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	334,489	0.52%	+7,113	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	10,090	0.02%	-24	Jul 31, 2026	BNY Mellon ETF Trust, not summed
43	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	330,577	0.52%	-25,117	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	122,752	0.19%	-10,506	Jul 31, 2026	John Hancock Investment Trust II, not summed
43.2	Mid Value Fund Fund S000024677 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	99,029	0.16%	-2,000	May 31, 2026	John Hancock Funds II, not summed
43.3	Financial Industries Fund Fund S000000634 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	56,342	0.09%	-2,416	Jul 31, 2026	John Hancock Investment Trust II, not summed
43.4	John Hancock Multifactor Mid Cap ETF Fund S000050079 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	55,872	0.09%	+3,389	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
43.5	John Hancock Multifactor Large Cap ETF Fund S000050077 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	1,404	0.00%	-73	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
44	ALVAREZ IGNACIO Insider CIK 1495232 · Jun 30, 2025 CEO, issuer-wide	319,220	0.50%	-17,117	Jun 30, 2025	CEO, issuer-wide
45	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	317,449	0.50%	-62,668	Jun 30, 2026	carried, not yet filed for the newest quarter
46	TORONTO DOMINION BANK 13F CIK 947263 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	313,854	0.49%	+313,854	Jun 30, 2026	carried, not yet filed for the newest quarter
47	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	309,741	0.49%	+136,058	Jun 30, 2026	carried, not yet filed for the newest quarter
48	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	303,132	0.48%	-11,616	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Minneapolis Portfolio Management Group, LLC 13F CIK 1317253 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	300,439	0.47%	-6,978	Jun 30, 2026	carried, not yet filed for the newest quarter
50	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	291,851	0.46%	+5,149	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 763901 CUSIP 733174700 13F (30d) 78 filings 75 filers Visit website Investor relations