CAH · Cardinal Health Inc · Shareholders & Ownership

$257.24 -0.32 (-0.12%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$59.90B

232.58M

Volume · Oct 21 1.05M Avg daily vol (3M) 1.82M

Every disclosed holder of CAH 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 CAH

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)	1,504	206,617,183	88.84%	Yes
Insiders (Forms 3, 4, 5)	20	577,779	0.25%	Yes
13D/G-only blocks	1	9,141,796	3.93%	Yes
Remaining	—	16,238,970	6.98%	Rest
Registered funds (N-PORT, not summed)	976	81,913,382	35.22%	No

Shares outstanding: 232,575,728, 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 CAH

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	26,490,633	11.39%	-2,004,222	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,221,399	1.39%	+195,222	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Large Cap Core Active ETF Fund S000082317 · Registered fund · Jul 31, 2026 BlackRock ETF Trust, not summed	1,010,368	0.43%	+249,603	Jul 31, 2026	BlackRock ETF Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	962,557	0.41%	+50,623	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	632,386	0.27%	-172,387	Jun 30, 2026	iShares Trust, not summed
1.5	iShares U.S. Equity Factor Rotation Active ETF Fund S000064945 · Registered fund · Jul 31, 2026 BlackRock ETF Trust, not summed	423,355	0.18%	+63,361	Jul 31, 2026	BlackRock ETF Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,292,186	6.58%	+3,477	Jun 30, 2026	carried, not yet filed for the newest quarter
3	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	14,860,271	6.39%	+10,584,119	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	14,860,271	6.39%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	VANGUARD HEALTH CARE FUND Fund S000002922 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,904,367	0.82%	-412,931	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
3.3	VANGUARD DIVIDEND GROWTH FUND Fund S000002920 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,476,901	0.64%	—	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
3.4	VANGUARD WELLESLEY INCOME FUND Fund S000004405 · Registered fund · Jun 30, 2026 VANGUARD WELLESLEY INCOME FUND, not summed	776,756	0.33%	—	Jun 30, 2026	VANGUARD WELLESLEY INCOME FUND, not summed
3.5	BALANCED PORTFOLIO Fund S000004390 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	70,530	0.03%	—	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,717,894	5.90%	-14,415	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,967,121	5.15%	-107,397	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Health Care Select Sector SPDR(R) ETF Fund S000006412 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,654,540	0.71%	-57,897	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	558,511	0.24%	+64,155	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	419,488	0.18%	+200	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	284,932	0.12%	+7,854	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	85,533	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	BlackRock Portfolio Management LLC 13G CIK 2052113 · Holding company · Dec 31, 2025 Rule 13d-1(b), qualified institution	9,141,796	3.93%	-2,805,660	Dec 31, 2025	Rule 13d-1(b), qualified institution
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,434,902	3.20%	-35,027	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,472,810	2.78%	-107,722	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,067,518	2.61%	+88,127	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,074,708	2.18%	-7,196	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,742,576	2.04%	+1,230,335	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	861,384	0.37%	+78,201	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.2	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	505,706	0.22%	+2,694	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.3	Invesco Diversified Dividend Fund Fund S000000281 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	400,528	0.17%	0	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
11.4	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	352,452	0.15%	+8,908	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
11.5	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	328,948	0.14%	+30,589	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
12	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,625,329	1.99%	-328,999	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	820	0.00%	+58	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
12.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	486	0.00%	+65	Jul 31, 2026	E Trade Trust, not summed
12.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	365	0.00%	+77	Jul 31, 2026	E Trade Trust, not summed
12.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	109	0.00%	+6	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
13	WCM INVESTMENT MANAGEMENT, LLC 13F CIK 1061186 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,112,461	1.77%	+105,825	Jun 30, 2026	carried, not yet filed for the newest quarter
14	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,726,422	1.60%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
15	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,900,596	1.25%	+18,831	Jun 30, 2026	carried, not yet filed for the newest quarter
16	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,868,903	1.23%	+74,596	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	70,890	0.03%	0	Jun 30, 2026	Northern Funds, not summed
16.2	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	18,368	0.01%	+6,188	Jul 31, 2026	FlexShares Trust, not summed
16.3	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,603	0.00%	-133	Jun 30, 2026	Northern Funds, not summed
16.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,802	0.00%	+334	Jul 31, 2026	FlexShares Trust, not summed
16.5	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,018	0.00%	0	Jun 30, 2026	Northern Funds, not summed
17	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,668,749	1.15%	+352,105	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	2,636,282	1.13%	+1,845,689	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
19	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,385,033	1.03%	+13,179	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	86,726	0.04%	-38,254	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.2	Goldman Sachs Income Builder Fund Fund S000009342 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	36,451	0.02%	-1,470	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
19.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	18,165	0.01%	+2,988	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	17,106	0.01%	+3,566	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
19.5	Goldman Sachs Large Cap Value Fund Fund S000009317 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	14,909	0.01%	—	May 31, 2026	Goldman Sachs Trust, not summed
20	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,245,078	0.97%	+373,366	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	T. Rowe Price Health Sciences Fund, Inc. Fund S000002088 · Registered fund · Jun 30, 2026 T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed	519,232	0.22%	+171,000	Jun 30, 2026	T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
20.2	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	166,864	0.07%	-47,211	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
20.3	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	145,620	0.06%	-777	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
20.4	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	111,078	0.05%	+1,786	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
20.5	T. Rowe Price Health Sciences Portfolio Fund S000002083 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY SERIES, INC., not summed	32,906	0.01%	+11,335	Jun 30, 2026	T. ROWE PRICE EQUITY SERIES, INC., not summed
21	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,227,746	0.96%	+50,819	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,224,578	0.96%	-97,860	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	502	0.00%	+22	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
22.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	136	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
22.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	55	0.00%	+9	Jun 30, 2026	UBS FUNDS, not summed
23	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,103,149	0.90%	+599,252	Jun 30, 2026	carried, not yet filed for the newest quarter
24	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,066,248	0.89%	-2,176,992	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,011,345	1.29%	-12,350	May 31, 2026	Fidelity Concord Street Trust, not summed
24.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	887,150	0.38%	+3,221	Jul 31, 2026	Fidelity Salem Street Trust, not summed
24.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	444,429	0.19%	+195	May 31, 2026	Fidelity Concord Street Trust, not summed
24.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	359,382	0.15%	+7,899	May 31, 2026	Fidelity Concord Street Trust, not summed
24.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	303,664	0.13%	+18,696	May 31, 2026	Fidelity Rutland Square Trust II, not summed
25	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,977,579	0.85%	+590,745	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	VictoryShares Free Cash Flow ETF Fund S000080688 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	506,847	0.22%	+40,132	Jun 30, 2026	Victory Portfolios II, not summed
25.2	Victory Income Stock Fund Fund S000012900 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	87,780	0.04%	0	Jul 31, 2026	Victory Portfolios III, not summed
25.3	Victory Pioneer Global Equity Fund Fund S000089821 · Registered fund · May 31, 2026 Victory Portfolios IV, not summed	84,152	0.04%	+13,630	May 31, 2026	Victory Portfolios IV, not summed
25.4	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	54,766	0.02%	-984	Jul 31, 2026	Victory Portfolios III, not summed
25.5	VictoryShares Free Cash Flow Growth ETF Fund S000089011 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	45,536	0.02%	-23,419	Jun 30, 2026	Victory Portfolios II, not summed
26	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,847,406	0.79%	-192,520	Jun 30, 2026	carried, not yet filed for the newest quarter
27	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,732,808	0.75%	+143,038	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	82,456	0.04%	+18,688	Jun 30, 2026	AQR Funds, not summed
27.2	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	61,824	0.03%	0	Jun 30, 2026	AQR Funds, not summed
27.3	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	19,651	0.01%	+10,379	Jun 30, 2026	AQR Funds, not summed
27.4	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,950	0.00%	0	Jun 30, 2026	AQR Funds, not summed
27.5	AQR Large Cap Momentum Style Fund Fund S000025643 · Registered fund · Mar 31, 2026 AQR Funds, not summed	4,863	0.00%	—	Mar 31, 2026	AQR Funds, not summed
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,554,017	0.67%	-7,137	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	523,615	0.23%	+2,003	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	249,914	0.11%	+4,360	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	141,963	0.06%	+3,548	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	139,139	0.06%	+716	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	118,496	0.05%	-6,925	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,504,270	0.65%	-25,422	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,328,940	0.57%	-12,602	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,325,132	0.57%	+3,783	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
32	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,310,794	0.56%	-228,940	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	108,869	0.05%	+6,742	Jul 31, 2026	Columbia ETF Trust I, not summed
32.2	Columbia Disciplined Core Fund Fund S000031356 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	92,300	0.04%	—	Jul 31, 2026	Columbia Funds Series Trust II, not summed
32.3	Columbia Select Global Equity Fund Fund S000030660 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	38,283	0.02%	0	Jul 31, 2026	Columbia Funds Series Trust II, not summed
32.4	Columbia Large Cap Index Fund Fund S000010825 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	11,032	0.00%	-987	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
32.5	Columbia Integrated Large Cap Growth Fund Fund S000074120 · Registered fund · Feb 28, 2026 Columbia Funds Series Trust II, not summed	10,220	0.00%	—	Feb 28, 2026	Columbia Funds Series Trust II, not summed
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,299,209	0.56%	-60,415	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	19,424	0.01%	-776	Jul 31, 2026	BNY Mellon ETF Trust, not summed
34	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,297,534	0.56%	+634,364	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,271,391	0.55%	-55,302	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
36	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,225,154	0.53%	-339,977	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Pacer US Cash Cows 100 ETF Fund S000055466 · Registered fund · Jul 31, 2026 Pacer Funds Trust, not summed	1,193,309	0.51%	-335,288	Jul 31, 2026	Pacer Funds Trust, not summed
38	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,185,468	0.51%	+9,160	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	214,638	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
38.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	155,230	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
38.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	129,668	0.06%	-127	Jul 31, 2026	Dimensional ETF Trust, not summed
38.4	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	71,472	0.03%	+634	Jul 31, 2026	Dimensional ETF Trust, not summed
38.5	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	51,909	0.02%	-1,379	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
39	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Sep 30, 2026	1,130,814	0.49%	+40,905	Sep 30, 2026
40	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,005,780	0.43%	-19,400	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	16,264	0.01%	+2,082	May 29, 2026	DBX ETF Trust, not summed
40.2	DWS Health and Wellness Fund Fund S000006103 · Registered fund · May 31, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	15,800	0.01%	-1,100	May 31, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
40.3	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	11,129	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
40.4	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	7,337	0.00%	-243	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
40.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	3,250	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
41	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	997,087	0.43%	+247,049	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Old Westbury All Cap Core Fund Fund S000001859 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	118,115	0.05%	-1,842	Jul 31, 2026	Old Westbury Funds Inc, not summed
41.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	11,877	0.01%	+74	Jul 31, 2026	Old Westbury Funds Inc, not summed
42	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	970,390	0.42%	-8,465	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	942,863	0.41%	+2,363	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
44	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	934,556	0.40%	-1,203	Jun 30, 2026	carried, not yet filed for the newest quarter
45	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	924,868	0.40%	+202,242	Jun 30, 2026	carried, not yet filed for the newest quarter
46	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	920,950	0.40%	+81,381	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	891,605	0.38%	-23,498	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	891,274	0.38%	-5,105	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	195,167	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
48.2	Nuveen ESG Large-Cap Value ETF Fund S000055812 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	145,860	0.06%	+35,459	Jul 31, 2026	NuShares ETF Trust, not summed
48.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	133,654	0.06%	+2,105	Jun 30, 2026	College Retirement Equities Fund, not summed
48.4	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	101,307	0.04%	-7,497	Jun 30, 2026	College Retirement Equities Fund, not summed
48.5	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	59,235	0.03%	-14,631	Jul 31, 2026	TIAA-CREF Funds, not summed
49	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	883,308	0.38%	+147,841	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Janus Henderson Mid Cap Value Fund Fund S000010471 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	140,193	0.06%	+12,482	Jun 30, 2026	Janus Investment Fund, not summed
49.2	Janus Henderson VIT Mid Cap Value Portfolio Fund S000010397 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	8,536	0.00%	+937	Jun 30, 2026	Janus Aspen Series, not summed
49.3	Janus Henderson Adaptive Risk Managed U.S. Equity Fund Fund S000025898 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	4,232	0.00%	—	Jun 30, 2026	Janus Investment Fund, not summed
49.4	Janus Henderson VIT Global Sustainable Equity Portfolio Fund S000074910 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	1,339	0.00%	+263	Jun 30, 2026	Janus Aspen Series, not summed
50	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	857,888	0.37%	+149,671	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Carillon Eagle Mid Cap Growth Fund Fund S000008481 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	236,704	0.10%	+129,803	Jun 30, 2026	Carillon Series Trust, not summed
50.2	Carillon ClariVest Capital Appreciation Fund Fund S000058957 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	10,870	0.00%	0	Jun 30, 2026	Carillon Series Trust, not summed

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Key facts CIK 721371 CUSIP 14149Y108 13F (30d) 313 filings 282 filers Visit website Investor relations