BWA · Borgwarner Inc · Shareholders & Ownership

$53.30 -2.63 (-4.70%) At close · Oct 29 Q3 2026 earnings call transcript

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$10.86B

200.81M

Volume · Oct 29 5.97M Avg daily vol (3M) 2.48M

Every disclosed holder of BWA 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 BWA

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	826	214,713,599	106.92%	Yes
Insiders (Forms 3, 4, 5)	19	1,741,694	0.87%	Yes
13D/G-only blocks	1	8,603,715	4.28%	Yes
Remaining	—	24,244,948	-12.07%	Negative
Registered funds (N-PORT, not summed)	576	84,403,558	42.03%	No

Shares outstanding: 200,814,060, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 BWA

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	25,273,906	12.59%	-1,750,312	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,019,441	3.50%	+164,336	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,028,856	0.51%	-24,423	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	844,880	0.42%	+34,998	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	454,759	0.23%	-31,096	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Advantage Large Cap Core Fund Fund S000001973 · Registered fund · Aug 31, 2026 BlackRock Large Cap Series Funds, Inc., not summed	394,901	0.20%	+19,216	Aug 31, 2026	BlackRock Large Cap Series Funds, 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	12,630,285	6.29%	-888,199	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,796,622	5.87%	-129,700	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,763,091	1.38%	-136,559	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,684,556	0.84%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,409,081	0.70%	+372	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	964,370	0.48%	-34,401	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	752,767	0.37%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,276,681	4.62%	-10,702	Jun 30, 2026	carried, not yet filed for the newest quarter
5	BlackRock Portfolio Management LLC 13G CIK 2052113 · Holding company · Mar 31, 2026 Rule 13d-1(b), qualified institution	8,603,715	4.28%	-6,352,598	Mar 31, 2026	Rule 13d-1(b), qualified institution
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,834,391	3.40%	-140,753	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,038,254	0.52%	+26,839	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	314,780	0.16%	-3,537	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	71,700	0.04%	-3,100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.4	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	64,324	0.03%	-1,881	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	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	35,048	0.02%	-12,138	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,576,464	3.27%	+124,600	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	6,511,023	3.24%	-46,619	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,749,595	2.86%	-1,474,969	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	112,963	0.06%	0	Jun 30, 2026	AQR Funds, not summed
9.2	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	34,051	0.02%	—	Jun 30, 2026	AQR Funds, not summed
9.3	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	24,892	0.01%	+7,080	Jun 30, 2026	AQR Funds, not summed
9.4	AQR Large Cap Momentum Style Fund Fund S000025643 · Registered fund · Mar 31, 2026 AQR Funds, not summed	21,326	0.01%	—	Mar 31, 2026	AQR Funds, not summed
9.5	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	21,326	0.01%	—	Jun 30, 2026	AQR Funds, not summed
10	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,880,034	2.43%	+228,145	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	3,335,000	1.66%	+236,000	Jun 30, 2026	Victory Portfolios, not summed
10.2	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	70,657	0.04%	-10,257	Jun 30, 2026	Victory Portfolios II, not summed
10.3	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · Aug 31, 2026 Victory Portfolios III, not summed	48,363	0.02%	0	Aug 31, 2026	Victory Portfolios III, not summed
10.4	Victory Capital Growth Fund Fund S000012925 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	43,001	0.02%	0	Jul 31, 2026	Victory Portfolios III, not summed
10.5	Victory Multi-Cap Fund Fund S000046395 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	40,500	0.02%	-20,900	Jun 30, 2026	Victory Portfolios, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,756,723	2.37%	-49,383	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,703,274	2.34%	-70,806	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,784,707	1.88%	+900,645	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	349,645	0.17%	+86,948	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
13.2	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	303,030	0.15%	+184,962	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
13.3	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	83,015	0.04%	+22,251	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
13.4	William Blair Growth Fund Fund S000008594 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	33,050	0.02%	—	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
14	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,774,361	1.88%	+305	Jun 30, 2026	carried, not yet filed for the newest quarter
15	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,720,883	1.85%	-401,122	Jun 30, 2026	carried, not yet filed for the newest quarter
16	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,712,420	1.85%	+149,319	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	623,589	0.31%	-49,973	Jun 30, 2026	AB TRUST, not summed
16.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	187,802	0.09%	-21,387	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
16.3	AB RELATIVE VALUE FUND, INC. Fund S000010080 · Registered fund · Jun 30, 2026 AB RELATIVE VALUE FUND, INC., not summed	113,198	0.06%	-41,200	Jun 30, 2026	AB RELATIVE VALUE FUND, INC., not summed
16.4	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	106,692	0.05%	-39,756	Jun 30, 2026	AB CAP FUND, INC., not summed
16.5	AB Relative Value Portfolio Fund S000010448 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	66,899	0.03%	-23,800	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
17	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,702,143	1.84%	-76,526	Jun 30, 2026	carried, not yet filed for the newest quarter
18	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	3,503,950	1.74%	-387,590	Jun 30, 2026	Capitol Series Trust, not summed
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,979,861	1.48%	-60,283	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,969,629	1.48%	+791,128	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Invesco S&P MidCap Momentum ETF Fund S000003056 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,578,428	0.79%	+194,846	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.2	Invesco Dorsey Wright Momentum ETF Fund S000013787 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	125,229	0.06%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.3	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	108,727	0.05%	-18,809	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
20.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	100,994	0.05%	-12,040	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.5	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	54,728	0.03%	+275	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
21	Swedbank AB 13F CIK 946431 · Unknown · Sep 30, 2026	2,937,438	1.46%	+14,337	Sep 30, 2026
22	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,691,182	1.34%	+3,919	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	SIIT U.S. Equity Factor Allocation Fund Fund S000061159 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	268,451	0.13%	—	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
22.2	SIIT GLOBAL MANAGED VOLATILITY FUND Fund S000050969 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	62,100	0.03%	—	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
22.3	SIIT U.S. MANAGED VOLATILITY FUND Fund S000013605 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	47,300	0.02%	—	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
22.4	SIIT SMALL/MID CAP FUND Fund S000006770 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	34,200	0.02%	—	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
22.5	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	30,100	0.02%	—	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
23	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,644,244	1.32%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
24	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,609,534	1.30%	+1,059,594	Jun 30, 2026	carried, not yet filed for the newest quarter
25	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,531,719	1.26%	-2,602,604	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	236,959	0.12%	—	Aug 31, 2026	Goldman Sachs Trust, not summed
25.2	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	205,302	0.10%	-178,773	Jun 30, 2026	Goldman Sachs Trust, not summed
25.3	Goldman Sachs Mid Cap Growth Fund Fund S000009321 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	106,733	0.05%	—	Aug 31, 2026	Goldman Sachs Trust, not summed
25.4	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	100,853	0.05%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
25.5	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	63,501	0.03%	—	Aug 31, 2026	Goldman Sachs Trust, not summed
26	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,375,283	1.18%	+82,115	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	458	0.00%	+223	Jul 31, 2026	E Trade Trust, not summed
27	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,357,624	1.17%	+631	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Mid Cap Value Fund Fund S000005779 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	426,435	0.21%	-122,789	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
27.2	Value Fund Fund S000005782 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	141,709	0.07%	-31,231	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
27.3	Disciplined Value Fund Fund S000005979 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	100,976	0.05%	-36,097	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
27.4	Disciplined Core Equity Fund Fund S000005977 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	48,808	0.02%	-5,232	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
27.5	Disciplined Growth Fund Fund S000005976 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	747	0.00%	-16,039	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,351,372	1.17%	+40,840	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,152,141	1.07%	+2,143,141	Jun 30, 2026	carried, not yet filed for the newest quarter
30	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,093,717	1.04%	-286,576	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	2,051,380	1.02%	-654,248	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
32	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,968,567	0.98%	+37,736	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	133,348	0.07%	+2,401	Jun 30, 2026	Northern Funds, not summed
32.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	41,712	0.02%	+1,056	Jul 31, 2026	FlexShares Trust, not summed
32.3	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	19,867	0.01%	0	Jun 30, 2026	Northern Funds, not summed
32.4	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,008	0.00%	—	Jun 30, 2026	Northern Funds, not summed
32.5	Large Cap Value Fund Fund S000001271 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,909	0.00%	—	Jun 30, 2026	Northern Funds, not summed
33	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,932,072	0.96%	+1,727,339	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	988,800	0.49%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
33.2	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	86,068	0.04%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
33.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	24,908	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
33.4	T. Rowe Price Mid-Cap Index Fund Fund S000051326 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	18,160	0.01%	+529	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
33.5	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	16,172	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
34	SAMLYN CAPITAL, LLC 13F CIK 1421097 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,917,390	0.95%	+1,917,390	Jun 30, 2026	carried, not yet filed for the newest quarter
35	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,909,423	0.95%	-983,939	Jun 30, 2026	carried, not yet filed for the newest quarter
36	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,764,422	0.88%	-338,810	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Hotchkis and Wiley Large Cap Disciplined Value Fund Fund S000006212 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	7,170	0.00%	-2,000	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
36.2	Hotchkis & Wiley SMID Cap Diversified Value Fund Fund S000091359 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	279	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
37	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Sep 30, 2026	1,715,733	0.85%	-87,975	Sep 30, 2026
38	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,704,628	0.85%	-50,192	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	567,377	0.28%	+7,816	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	287,404	0.14%	-15,202	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	218,800	0.11%	+1,048	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	139,616	0.07%	-9,698	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	125,486	0.06%	+3,875	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,691,149	0.84%	-93,214	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	34,121	0.02%	+538	Jul 31, 2026	BNY Mellon ETF Trust, not summed
40	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,642,520	0.82%	-58,306	Jun 30, 2026	carried, not yet filed for the newest quarter
41	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,592,903	0.79%	-88,483	Jun 30, 2026	carried, not yet filed for the newest quarter
42	ROYAL LONDON ASSET MANAGEMENT LTD 13F CIK 863748 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,487,868	0.74%	+221,908	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	1,486,800	0.74%	-262,400	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
44	MENORA MIVTACHIM HOLDINGS LTD. 13F CIK 1351917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,440,000	0.72%	+1,440,000	Jun 30, 2026	carried, not yet filed for the newest quarter
45	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,329,973	0.66%	+1,272,546	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,316,321	0.66%	+611,380	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,296,778	0.65%	+12,403	Jun 30, 2026	carried, not yet filed for the newest quarter
48	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,275,000	0.63%	+775,000	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Zurich Insurance Group Ltd/FI 13F CIK 1127799 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,238,590	0.62%	+1,195,890	Jun 30, 2026	carried, not yet filed for the newest quarter
50	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,185,100	0.59%	-275,457	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	139,329	0.07%	-8,558	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
50.2	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	112,530	0.06%	-20,763	Jul 31, 2026	Columbia ETF Trust I, not summed
50.3	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · Aug 31, 2026 Columbia Funds Series Trust II, not summed	100,741	0.05%	0	Aug 31, 2026	Columbia Funds Series Trust II, not summed
50.4	CTIVP - Victory Sycamore Established Value Fund Fund S000019850 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	90,300	0.05%	+10,800	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
50.5	Columbia Disciplined Value Fund Fund S000031353 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	52,918	0.03%	0	Jul 31, 2026	Columbia Funds Series Trust II, not summed

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Key facts CIK 908255 CUSIP 099724106 13F (30d) 244 filings 229 filers Visit website Investor relations