BRO · Brown & Brown, Inc. · Shareholders & Ownership

$72.02 -2.47 (-3.31%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$24.93B

334.61M

Volume · Oct 22 2.48M Avg daily vol (3M) 2.2M

Every disclosed holder of BRO 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 BRO

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)	819	281,606,205	84.16%	Yes
Insiders (Forms 3, 4, 5)	23	48,377,909	14.46%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,626,243	1.38%	Rest
Registered funds (N-PORT, not summed)	558	134,131,588	40.09%	No

Shares outstanding: 334,610,357, 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 BRO

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	BROWN HYATT J Insider CIK 1168820 · Dec 31, 2025 Director, Chairman, 10% Owner, issuer-wide	37,825,102	11.30%	-127,034	Dec 31, 2025	Director, Chairman, 10% Owner, issuer-wide
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	22,113,344	6.61%	+196,597	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,009,031	1.20%	+243,404	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,215,966	0.36%	+128,084	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	655,557	0.20%	+64,452	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	481,593	0.14%	-24,265	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	453,707	0.14%	+88,677	Jun 30, 2026	iShares Trust, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,941,212	5.66%	+19,972	Jun 30, 2026	carried, not yet filed for the newest quarter
4	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	18,405,749	5.50%	+2,355,053	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	18,285,849	5.46%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,746,491	1.12%	+9,772	May 31, 2026	Fidelity Concord Street Trust, not summed
4.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	2,687,259	0.80%	+555,415	May 31, 2026	Fidelity Rutland Square Trust II, not summed
4.4	Fidelity Series Large Cap Stock Fund Fund S000039214 · Registered fund · Jun 30, 2026 Fidelity Hastings Street Trust, not summed	1,615,400	0.48%	+300,800	Jun 30, 2026	Fidelity Hastings Street Trust, not summed
4.5	Fidelity Balanced Fund Fund S000007151 · Registered fund · May 31, 2026 Fidelity Puritan Trust, not summed	1,608,400	0.48%	+282,500	May 31, 2026	Fidelity Puritan Trust, not summed
5	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	15,721,830	4.70%	+113,110	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	10,267,858	3.07%	-1,096,648	Jul 31, 2026	Principal Funds, Inc, not summed
5.2	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	237,631	0.07%	+15,277	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
5.3	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	60,078	0.02%	-1,567	Jul 31, 2026	Principal Funds, Inc, not summed
5.4	LargeCap S&P 500 Index Account Fund S000007660 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	10,989	0.00%	-1,113	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
5.5	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	6,626	0.00%	+3,045	Jul 31, 2026	Principal Funds, Inc, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,631,444	4.37%	+44,968	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	14,514,119	4.34%	+737,657	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,971,728	0.59%	-11,812	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
7.2	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,305,316	0.39%	+372,594	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	695,669	0.21%	+78,316	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	354,625	0.11%	+9,252	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	State Street(R) SPDR(R) S&P(R) Insurance ETF Fund S000006979 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	135,888	0.04%	+22,677	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,465,915	4.32%	-2,028,007	Jun 30, 2026	carried, not yet filed for the newest quarter
9	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,727,514	3.50%	+2,904,352	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	First Eagle Global Fund Fund S000011211 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	8,139,548	2.43%	+1,821,138	Jul 31, 2026	First Eagle Funds, not summed
9.2	First Eagle U.S. Fund Fund S000011213 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	265,282	0.08%	+53,994	Jul 31, 2026	First Eagle Funds, not summed
9.3	First Eagle Global Balanced Fund Fund S000035750 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	204,227	0.06%	+90,187	Jul 31, 2026	First Eagle Funds, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	9,149,002	2.73%	-48,083	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,230,737	2.46%	+92,584	Jun 30, 2026	carried, not yet filed for the newest quarter
12	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	7,724,283	2.31%	0	Jun 30, 2026	American Balanced Fund, not summed
13	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,553,502	2.26%	+115,203	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 13F CIK 1367401 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	6,709,042	2.01%	+837,827	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,242,608	1.87%	-6,656	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	Orbis Allan Gray Ltd 13F CIK 1663865 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,371,080	1.61%	+5,371,080	Jun 30, 2026	carried, not yet filed for the newest quarter
17	BROWN J POWELL Insider CIK 1208478 · Feb 26, 2026 Director, President and CEO, issuer-wide	5,302,537	1.58%	+2,956,583	Feb 26, 2026	Director, President and CEO, issuer-wide
18	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,892,500	1.46%	-3,129,623	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	4,706,804	1.41%	-214,419	May 31, 2026	Growth Fund of America, not summed
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,396,401	1.31%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,161,199	1.24%	-40,835	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	8,873	0.00%	-545	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
21.2	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	4,042	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
21.3	Xtrackers MSCI Kokusai Equity ETF Fund S000067508 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	2,655	0.00%	-25	Aug 31, 2026	DBX ETF Trust, not summed
21.4	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	1,562	0.00%	-202	Aug 31, 2026	DBX ETF Trust, not summed
21.5	DWS Equity Sector Strategy Fund Fund S000006099 · Registered fund · May 31, 2026 DEUTSCHE DWS ASSET ALLOCATION TRUST, not summed	655	0.00%	0	May 31, 2026	DEUTSCHE DWS ASSET ALLOCATION TRUST, not summed
22	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,098,277	1.22%	+616,968	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	3,096,466	0.93%	+628,863	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.2	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	196,614	0.06%	+24,622	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
22.3	Invesco KBW Property & Casualty Insurance ETF Fund S000030363 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	147,031	0.04%	+9,568	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
22.4	Invesco S&P 500 Equal Weight Financials ETF Fund S000060813 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	60,826	0.02%	+10,637	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.5	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	50,311	0.02%	+927	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
23	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,913,022	1.17%	+21,360	Jun 30, 2026	carried, not yet filed for the newest quarter
24	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,869,724	1.16%	+624,752	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	981	0.00%	+54	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
24.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	602	0.00%	+172	Jul 31, 2026	E Trade Trust, not summed
24.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	340	0.00%	-25	Jul 31, 2026	E Trade Trust, not summed
24.4	Permanence Portfolio Fund S000068163 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	132	0.00%	-13	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
24.5	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	129	0.00%	+3	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
25	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	3,706,245	1.11%	0	Jun 30, 2026	Investment Co of America, not summed
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,637,032	1.09%	+1,356,430	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	60,991	0.02%	+17,927	May 31, 2026	Goldman Sachs ETF Trust, not summed
26.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	21,291	0.01%	-2,390	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
26.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	9,802	0.00%	+48	May 31, 2026	Goldman Sachs ETF Trust II, not summed
26.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	7,540	0.00%	-14,865	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
26.5	Goldman Sachs Strategic Factor Allocation Fund Fund S000054057 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	4,435	0.00%	-363	May 31, 2026	GOLDMAN SACHS TRUST, not summed
27	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,554,971	1.06%	-68,208	Jun 30, 2026	carried, not yet filed for the newest quarter
28	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,471,860	1.04%	-97,924	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Brown P Barrett Insider CIK 1799832 · Feb 26, 2026 Executive Vice President, issuer-wide	3,263,501	0.98%	+13,004	Feb 26, 2026	Executive Vice President, issuer-wide
30	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,097,240	0.93%	-39,784	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,739,764	0.82%	+62,889	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,641,788	0.79%	-356,673	Jun 30, 2026	carried, not yet filed for the newest quarter
33	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,469,722	0.74%	+20,960	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	85,845	0.03%	+7,665	Jun 30, 2026	Northern Funds, not summed
33.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,004	0.00%	-1,080	Jul 31, 2026	FlexShares Trust, not summed
34	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,406,478	0.72%	+218,614	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	ProShares S&P 500 Dividend Aristocrats ETF Fund S000042349 · Registered fund · May 31, 2026 ProShares Trust, not summed	2,352,684	0.70%	+220,056	May 31, 2026	ProShares Trust, not summed
34.2	ProShares Ultra S&P500 Fund S000006821 · Registered fund · May 31, 2026 ProShares Trust, not summed	24,756	0.01%	+1,352	May 31, 2026	ProShares Trust, not summed
34.3	ProShares Ultra Financials Fund S000014252 · Registered fund · May 31, 2026 ProShares Trust, not summed	18,048	0.01%	+100	May 31, 2026	ProShares Trust, not summed
34.4	ProShares UltraPro S&P500 Fund S000024919 · Registered fund · May 31, 2026 ProShares Trust, not summed	11,276	0.00%	-2,327	May 31, 2026	ProShares Trust, not summed
34.5	ProShares Large Cap Core Plus Fund S000020962 · Registered fund · May 31, 2026 ProShares Trust, not summed	10,938	0.00%	-252	May 31, 2026	ProShares Trust, not summed
35	Fenimore Asset Management Inc 13F CIK 884566 · Unknown · Sep 30, 2026	2,232,203	0.67%	-11,640	Sep 30, 2026
36	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,206,901	0.66%	+6,023	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
37	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,169,415	0.65%	+632,230	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	1,553,704	0.46%	+427,141	Jun 30, 2026	MFS SERIES TRUST XI, not summed
37.2	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	57,948	0.02%	+16,730	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
37.3	MFS Active Mid Cap ETF Fund S000094824 · Registered fund · May 31, 2026 MFS Active Exchange Traded Funds Trust, not summed	3,621	0.00%	+672	May 31, 2026	MFS Active Exchange Traded Funds Trust, not summed
37.4	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	745	0.00%	+155	Jul 31, 2026	MFS Series Trust XV, not summed
38	Madison Asset Management, LLC 13F CIK 1299351 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,161,022	0.65%	-146,600	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Madison Mid Cap Fund Fund S000020651 · Registered fund · Jul 31, 2026 MADISON FUNDS, not summed	997,388	0.30%	-131,672	Jul 31, 2026	MADISON FUNDS, not summed
38.2	Mid Cap Fund Fund S000019983 · Registered fund · Jun 30, 2026 ULTRA SERIES FUND, not summed	59,774	0.02%	-5,469	Jun 30, 2026	ULTRA SERIES FUND, not summed
39	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,993,822	0.60%	+828,538	Jun 30, 2026	carried, not yet filed for the newest quarter
40	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,906,350	0.57%	+136,601	Jun 30, 2026	carried, not yet filed for the newest quarter
41	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,898,071	0.57%	+70,609	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	647,082	0.19%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
41.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	309,146	0.09%	+8,382	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	175,918	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
41.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	172,715	0.05%	+2,395	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	147,753	0.04%	-6,750	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
42	JONES FINANCIAL COMPANIES LLLP 13F CIK 815917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,795,003	0.54%	+86,867	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Gobi Capital LLC 13F CIK 1698060 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,780,046	0.53%	+159,000	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Polar Capital Holdings Plc 13F CIK 1837309 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,725,000	0.52%	+285,000	Jun 30, 2026	carried, not yet filed for the newest quarter
45	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,691,851	0.51%	-163,514	Jun 30, 2026	carried, not yet filed for the newest quarter
46	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,660,686	0.50%	-50,151	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	249,639	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
46.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	220,000	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
46.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	181,359	0.05%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
46.4	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	64,920	0.02%	-1,692	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
46.5	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	39,207	0.01%	-17,322	Jul 31, 2026	Dimensional ETF Trust, not summed
47	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,649,263	0.49%	+5,170	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
48	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,634,644	0.49%	-12,289	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,580,709	0.47%	-69,836	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
50	Capital World Growth & Income Fund Fund S000009001 · Registered fund · May 31, 2026 Capital World Growth & Income Fund, not summed	1,507,741	0.45%	0	May 31, 2026	Capital World Growth & Income Fund, not summed

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Key facts CIK 79282 CUSIP 115236101 13F (30d) 170 filings 154 filers Visit website Investor relations