BWXT · BWX Technologies, Inc. · Shareholders & Ownership
$127.19
-0.11 (-0.09%)
At close · Oct 23
Return incl. dividend (before tax)
Market Cap
$11.65B
Shares
91.62M
Volume · Oct 23
1.05M
Avg daily vol (3M)
1.11M
Every disclosed holder of BWXT 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.
Who Owns BWXT
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 84,893,710 | 92.66% |
| Insiders (Forms 3, 4, 5) | 339,314 | 0.37% |
| 13D/G-only blocks | 2,970,002 | 3.24% |
| Remaining | 3,418,954 | 3.73% |
| Registered funds (N-PORT, not summed) | 43,971,516 | 47.99% |
Shares outstanding: 91,621,980, 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 BWXT
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,123,786 | ||
| 1.1 |
iShares Core S&P Mid-Cap ETF
Fund
S000004307 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
3,135,322 | ||
| 1.2 |
iShares U.S. Aerospace & Defense ETF
Fund
S000009423 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
928,227 | ||
| 1.3 |
iShares S&P Mid-Cap 400 Growth ETF
Fund
S000004308 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
548,058 | ||
| 1.4 |
BlackRock Mid-Cap Growth Equity Portfolio
Fund
S000001505 · Registered fund · May 29, 2026
BlackRock Funds, not summed
|
517,272 | ||
| 1.5 |
iShares Russell Mid-Cap Growth ETF
Fund
S000004336 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
512,375 | ||
| 2 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,755,063 | ||
| 3 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,140,330 | ||
| 4 |
|
3,799,375 | ||
| 4.1 |
State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF
Fund
S000012318 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
909,897 | ||
| 4.2 |
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
|
463,725 | ||
| 4.3 |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF
Fund
S000006987 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
141,682 | ||
| 4.4 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
31,908 | ||
| 4.5 |
State Street(R) SPDR(R) S&P Kensho Final Frontiers ETF
Fund
S000063361 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
29,102 | ||
| 5 |
WELLINGTON MANAGEMENT GROUP LLP
13G
CIK 902219 · Holding company · Sep 30, 2024
Rule 13d-1(b), qualified institution
|
2,970,002 | ||
| 6 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,908,967 | ||
| 7 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,654,239 | ||
| 8 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,099,626 | ||
| 9 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,075,550 | ||
| 9.1 |
First Trust Large Cap Growth AlphaDEX Fund
Fund
S000017341 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
38,571 | ||
| 9.2 |
First Trust Industrials/Producer Durables AlphaDEX Fund
Fund
S000017701 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
17,079 | ||
| 9.3 |
First Trust Large Cap Core AlphaDEX Fund
Fund
S000017337 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
14,477 | ||
| 9.4 |
FT Vest SMID Rising Dividend Achievers Target Income ETF
Fund
S000081275 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded Fund IV, not summed
|
9,606 | ||
| 9.5 |
First Trust Multi Cap Growth AlphaDEX Fund
Fund
S000017343 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
8,383 | ||
| 10 |
ALKEON CAPITAL MANAGEMENT LLC
13F
CIK 1230239 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,022,748 | ||
| 11 |
FRANKLIN RESOURCES INC
13F
CIK 38777 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,930,298 | ||
| 11.1 |
Franklin Growth Fund
Fund
S000006755 · Registered fund · Jun 30, 2026
Franklin Custodian Funds, not summed
|
822,679 | ||
| 11.2 |
Franklin Small-Mid Cap Growth Fund
Fund
S000006888 · Registered fund · Jul 31, 2026
Franklin Strategic Series, not summed
|
277,450 | ||
| 11.3 |
Franklin Small Cap Growth Fund
Fund
S000006889 · Registered fund · Jul 31, 2026
Franklin Strategic Series, not summed
|
263,450 | ||
| 11.4 |
Franklin Growth Opportunities Fund
Fund
S000006878 · Registered fund · Jul 31, 2026
Franklin Strategic Series, not summed
|
168,598 | ||
| 11.5 |
Franklin Small-Mid Cap Growth VIP Fund
Fund
S000007314 · Registered fund · Jun 30, 2026
Franklin Templeton Variable Insurance Products Trust, not summed
|
31,793 | ||
| 12 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,860,802 | ||
| 13 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,835,328 | ||
| 13.1 |
Invesco S&P MidCap Momentum ETF
Fund
S000003056 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
793,321 | ||
| 13.2 |
Invesco Aerospace & Defense ETF
Fund
S000003039 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
454,545 | ||
| 13.3 |
Invesco V.I. Discovery Mid Cap Growth Fund
Fund
S000064658 · Registered fund · Jun 30, 2026
AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
|
28,540 | ||
| 13.4 |
Invesco S&P Midcap 400 Pure Growth ETF
Fund
S000060795 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
17,074 | ||
| 13.5 |
Invesco S&P Midcap 400 QVM Multi-Factor ETF
Fund
S000072319 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
11,997 | ||
| 14 |
First Trust RBA American Industrial Renaissance ETF
Fund
S000044209 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund VI, not summed
|
1,751,821 | ||
| 15 |
Select Equity Group, L.P.
13F
CIK 1592643 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,704,008 | ||
| 16 |
VAN ECK ASSOCIATES CORP
13F
CIK 869178 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,556,784 | ||
| 16.1 |
VanEck Uranium and Nuclear ETF
Fund
S000018475 · Registered fund · Jun 30, 2026
VanEck ETF Trust, not summed
|
1,467,715 | ||
| 17 |
BLAIR WILLIAM & CO/IL
13F
CIK 902367 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,556,417 | ||
| 18 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
CIK 912938 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,275,651 | ||
| 18.1 |
MFS Mid Cap Growth Fund
Fund
S000002434 · Registered fund · May 31, 2026
MFS Series Trust IV, not summed
|
684,877 | ||
| 18.2 |
MFS Blended Research Mid Cap Equity Fund
Fund
S000054892 · Registered fund · May 31, 2026
MFS Series Trust X, not summed
|
167,272 | ||
| 18.3 |
MFS Core Equity Fund
Fund
S000000763 · Registered fund · May 31, 2026
MFS SERIES TRUST I, not summed
|
70,614 | ||
| 18.4 |
MFS Blended Research Growth Equity Fund
Fund
S000050658 · Registered fund · May 31, 2026
MFS SERIES TRUST X, not summed
|
26,704 | ||
| 18.5 |
MFS Mid Cap Growth Series
Fund
S000002678 · Registered fund · Jun 30, 2026
MFS VARIABLE INSURANCE TRUST, not summed
|
17,634 | ||
| 19 |
SNYDER CAPITAL MANAGEMENT L P
13F
CIK 1050477 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,237,512 | ||
| 20 |
VANGUARD SMALL-CAP GROWTH INDEX FUND
Fund
S000002846 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,211,610 | ||
| 21 |
T. Rowe Price Investment Management, Inc.
13F
CIK 1897612 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,179,257 | ||
| 22 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,143,523 | ||
| 22.1 |
BNY Mellon US Mid Cap Core Equity ETF
Fund
S000067261 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
14,505 | ||
| 23 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
13F
CIK 1705339 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,062,547 | ||
| 23.1 |
Global X Defense Tech ETF
Fund
S000081193 · Registered fund · May 31, 2026
GLOBAL X FUNDS, not summed
|
1,245,182 | ||
| 24 |
Artisan Partners Limited Partnership
13F
CIK 1466153 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,059,496 | ||
| 24.1 |
Artisan Mid Cap Fund
Fund
S000006496 · Registered fund · Jun 30, 2026
Artisan Partners Funds Inc., not summed
|
222,874 | ||
| 24.2 |
Artisan Small Cap Fund
Fund
S000006498 · Registered fund · Jun 30, 2026
Artisan Partners Funds Inc., not summed
|
81,017 | ||
| 24.3 |
Artisan Global Discovery Fund
Fund
S000058458 · Registered fund · Jun 30, 2026
Artisan Partners Funds Inc., not summed
|
8,215 | ||
| 25 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,050,543 | ||
| 26 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,037,863 | ||
| 27 |
VANGUARD EXPLORER FUND
Fund
S000002578 · Registered fund · Jul 31, 2026
VANGUARD EXPLORER FUND, not summed
|
951,000 | ||
| 28 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
13F
CIK 1644956 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
941,233 | ||
| 28.1 |
William Blair Small-Mid Cap Growth Fund
Fund
S000008603 · Registered fund · Jun 30, 2026
WILLIAM BLAIR FUNDS, not summed
|
112,149 | ||
| 28.2 |
William Blair Small Cap Growth Fund
Fund
S000008602 · Registered fund · Jun 30, 2026
WILLIAM BLAIR FUNDS, not summed
|
64,094 | ||
| 28.3 |
William Blair Small-Mid Cap Core Fund
Fund
S000066499 · Registered fund · Jun 30, 2026
WILLIAM BLAIR FUNDS, not summed
|
13,704 | ||
| 29 |
PRICE T ROWE ASSOCIATES INC /MD/
13F
CIK 80255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
844,526 | ||
| 29.1 |
T. Rowe Price Mid-Cap Growth Fund, Inc.
Fund
S000002102 · Registered fund · Jun 30, 2026
T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
|
623,679 | ||
| 29.2 |
T. Rowe Price New Horizons Fund, Inc.
Fund
S000002106 · Registered fund · Jun 30, 2026
T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
|
114,612 | ||
| 29.3 |
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
Fund
S000002073 · Registered fund · Jun 30, 2026
T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
|
103,966 | ||
| 29.4 |
T. Rowe Price Institutional Mid-Cap Equity Growth Fund
Fund
S000002092 · Registered fund · Jun 30, 2026
T. Rowe Price Equity Funds, Inc., not summed
|
71,980 | ||
| 29.5 |
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
|
45,744 | ||
| 30 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
793,339 | ||
| 30.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
109 | ||
| 31 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
759,071 | ||
| 31.1 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
471,554 | ||
| 31.2 |
Fidelity Mid Cap Index Fund
Fund
S000033637 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
346,649 | ||
| 31.3 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
172,853 | ||
| 31.4 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
139,577 | ||
| 31.5 |
Fidelity Small Cap Growth Fund
Fund
S000007193 · Registered fund · Jul 31, 2026
Fidelity Securities Fund, not summed
|
121,665 | ||
| 32 |
JPMorgan Growth Advantage Fund
Fund
S000004474 · Registered fund · Jun 30, 2026
J.P. Morgan Mutual Fund Investment Trust, not summed
|
753,734 | ||
| 33 |
Clearbridge Investments, LLC
13F
CIK 1348883 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
750,098 | ||
| 34 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
748,522 | ||
| 34.1 |
Mid Cap Index Fund
Fund
S000001273 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
59,555 | ||
| 34.2 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
2,490 | ||
| 35 |
Mawer Investment Management Ltd.
13F
CIK 1538449 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
689,750 | ||
| 36 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
682,918 | ||
| 36.1 |
Schwab U.S. Mid-Cap ETF
Fund
S000026635 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
247,224 | ||
| 36.2 |
Schwab U.S. Large-Cap ETF
Fund
S000026632 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
98,062 | ||
| 36.3 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
83,239 | ||
| 36.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
55,081 | ||
| 36.5 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
54,082 | ||
| 37 |
JPMorgan Mid Cap Growth Fund
Fund
S000003654 · Registered fund · Jun 30, 2026
JPMorgan Trust II, not summed
|
646,520 | ||
| 38 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
642,636 | ||
| 38.1 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
115,982 | ||
| 38.2 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
110,773 | ||
| 38.3 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
103,072 | ||
| 38.4 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
34,641 | ||
| 38.5 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
33,386 | ||
| 39 |
Capital World Investors
13F
CIK 1422849 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
640,319 | ||
| 40 |
FEDERATED HERMES, INC.
13F
CIK 1056288 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
637,471 | ||
| 41 |
Stephens Investment Management Group LLC
13F
CIK 1314440 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
600,434 | ||
| 42 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
591,033 | ||
| 43 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
570,565 | ||
| 43.1 |
Carillon Scout Mid Cap Fund
Fund
S000058963 · Registered fund · Jun 30, 2026
Carillon Series Trust, not summed
|
54,043 | ||
| 44 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
565,627 | ||
| 44.1 |
AB DISCOVERY GROWTH FUND, INC.
Fund
S000010117 · Registered fund · Jun 30, 2026
AB DISCOVERY GROWTH FUND, INC., not summed
|
242,915 | ||
| 44.2 |
AB All Market Real Return Portfolio
Fund
S000028085 · Registered fund · Jul 31, 2026
AB BOND FUND, INC., not summed
|
6,495 | ||
| 44.3 |
Tax-Aware Overlay A Portfolio
Fund
S000027648 · Registered fund · Jun 30, 2026
BERNSTEIN SANFORD C FUND INC, not summed
|
1,689 | ||
| 44.4 |
Overlay A Portfolio
Fund
S000027647 · Registered fund · Jun 30, 2026
BERNSTEIN SANFORD C FUND INC, not summed
|
691 | ||
| 45 |
ARK Investment Management LLC
13F
CIK 1697748 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
549,881 | ||
| 45.1 |
ARK Innovation ETF
Fund
S000042977 · Registered fund · Jul 31, 2026
ARK ETF Trust, not summed
|
290,080 | ||
| 45.2 |
ARK Autonomous Technology & Robotics ETF
Fund
S000042976 · Registered fund · Jul 31, 2026
ARK ETF Trust, not summed
|
183,015 | ||
| 45.3 |
ARK Space & Defense Innovation ETF
Fund
S000071318 · Registered fund · Jul 31, 2026
ARK ETF Trust, not summed
|
73,090 | ||
| 46 |
Chevy Chase Trust Holdings, LLC
13F
CIK 1462020 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
541,081 | ||
| 46.1 |
CCT Thematic Equity Fund
Fund
S000069656 · Registered fund · Jul 31, 2026
ADVISORS' INNER CIRCLE III, not summed
|
2,947 | ||
| 47 |
VANGUARD DIVIDEND APPRECIATION INDEX FUND
Fund
S000011322 · Registered fund · Jul 31, 2026
VANGUARD SPECIALIZED FUNDS, not summed
|
518,356 | ||
| 48 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
512,319 | ||
| 48.1 |
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
Fund
S000048295 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
27,770 | ||
| 48.2 |
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Fund
S000058070 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
16,350 | ||
| 48.3 |
Goldman Sachs Large Cap Equity Fund
Fund
S000009315 · Registered fund · May 31, 2026
Goldman Sachs Trust, not summed
|
7,525 | ||
| 48.4 |
Goldman Sachs Small/Mid Cap Equity Fund
Fund
S000044015 · Registered fund · May 31, 2026
Goldman Sachs Trust, not summed
|
6,874 | ||
| 48.5 |
Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Fund
S000075322 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust II, not summed
|
3,110 | ||
| 49 |
New Economy Fund
Fund
S000009598 · Registered fund · May 31, 2026
New Economy Fund, not summed
|
510,022 | ||
| 50 |
|
468,172 |
102 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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Key facts
CIK
1486957
CUSIP
05605H100
13F (30d)
153 filings
149 filers
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