CDNS · Cadence Design Systems Inc · Shareholders & Ownership

$325.86 +6.35 (+1.99%) At close · Oct 19

S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked

Market Cap

$89.88B

275.82M

Volume · Oct 19 1.86M Avg daily vol (3M) 2.41M

Every disclosed holder of CDNS 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 CDNS

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)	1,511	243,176,514	88.17%	Yes
Insiders (Forms 3, 4, 5)	17	785,669	0.28%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	31,853,817	11.55%	Rest
Registered funds (N-PORT, not summed)	1,122	107,985,541	39.15%	No

Shares outstanding: 275,816,000, 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 CDNS

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	26,660,845	9.67%	+1,208,252	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	3,793,509	1.38%	+292,325	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,412,264	0.51%	+202,894	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,053,219	0.38%	-47,018	Jun 30, 2026	iShares Trust, not summed
1.4	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	775,740	0.28%	-86,496	Jul 31, 2026	iShares Trust, not summed
1.5	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	366,828	0.13%	+6,445	Jun 30, 2026	iShares 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	18,016,381	6.53%	+203,207	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	13,031,391	4.72%	+539,368	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) Technology Select Sector SPDR(R) ETF Fund S000006415 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,904,115	0.69%	-137,216	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	657,929	0.24%	+85,488	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	259,377	0.09%	+13,067	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	124,159	0.05%	+5,687	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	106,560	0.04%	+5,520	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,554,947	3.46%	+401,741	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,483,361	1.26%	+19,262	May 31, 2026	Fidelity Concord Street Trust, not summed
4.2	Fidelity Magellan Fund Fund S000007112 · Registered fund · Jun 30, 2026 Fidelity Magellan Fund, not summed	1,785,129	0.65%	-49,900	Jun 30, 2026	Fidelity Magellan Fund, not summed
4.3	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	523,075	0.19%	+199,662	May 31, 2026	Fidelity Rutland Square Trust II, not summed
4.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	514,632	0.19%	+5,636	May 31, 2026	Fidelity Concord Street Trust, not summed
4.5	Fidelity SAI U.S. Low Volatility Index Fund Fund S000049309 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	458,071	0.17%	+27,556	Jul 31, 2026	Fidelity Salem Street Trust, not summed
5	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,980,518	3.26%	+3,186,006	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Invesco NASDAQ 100 ETF Fund S000069448 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,173,164	0.43%	+137,669	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
5.2	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	483,964	0.18%	-90,103	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
5.3	Invesco S&P 500 Equal Weight Technology ETF Fund S000060789 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	193,974	0.07%	+4,489	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
5.4	Invesco Global Fund Fund S000064624 · Registered fund · Jul 31, 2026 AIM International Mutual Funds (Invesco International Mutual Funds), not summed	155,835	0.06%	0	Jul 31, 2026	AIM International Mutual Funds (Invesco International Mutual Funds), not summed
5.5	Invesco Charter Fund Fund S000000277 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	81,977	0.03%	—	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,756,387	3.17%	-4,702	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,865,907	2.85%	+1,320,717	Jun 30, 2026	carried, not yet filed for the newest quarter
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,184,139	2.60%	-691,332	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	7,147,806	2.59%	+230,455	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,961,873	2.52%	-70,060	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Invesco QQQ Trust, Series 1 Fund S000101292 · Registered fund · Jun 30, 2026 Invesco QQQ Trust, Series 1, not summed	5,854,798	2.12%	+38,638	Jun 30, 2026	Invesco QQQ Trust, Series 1, not summed
12	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,889,765	1.77%	+874,392	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	VanEck Semiconductor ETF Fund S000034411 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	4,423,469	1.60%	+834,686	Jun 30, 2026	VanEck ETF Trust, not summed
12.2	VanEck Fabless Semiconductor ETF Fund S000086573 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	32,267	0.01%	+8,362	Jun 30, 2026	VanEck ETF Trust, not summed
13	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,886,202	1.77%	+931,790	Jun 30, 2026	carried, not yet filed for the newest quarter
14	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,880,334	1.77%	-20,895	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	VANGUARD WELLINGTON FUND Fund S000004406 · Registered fund · May 31, 2026 VANGUARD WELLINGTON FUND, not summed	2,344,934	0.85%	-298,693	May 31, 2026	VANGUARD WELLINGTON FUND, not summed
14.2	VANGUARD GLOBAL ESG SELECT STOCK FUND Fund S000065529 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	111,482	0.04%	-3,130	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
14.3	GROWTH PORTFOLIO Fund S000004401 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	72,067	0.03%	+20,480	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
14.4	BALANCED PORTFOLIO Fund S000004390 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	61,352	0.02%	-14,355	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
15	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,758,484	1.73%	-250,181	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	AB LARGE CAP GROWTH FUND INC Fund S000010251 · Registered fund · Jun 30, 2026 AB LARGE CAP GROWTH FUND INC, not summed	987,543	0.36%	-30,880	Jun 30, 2026	AB LARGE CAP GROWTH FUND INC, not summed
15.2	AB Concentrated Growth Fund Fund S000043215 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	65,607	0.02%	-21,744	Jun 30, 2026	AB CAP FUND, INC., not summed
15.3	AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Fund S000010074 · Registered fund · Jun 30, 2026 AB SUSTAINABLE GLOBAL THEMATIC FUND, INC., not summed	51,596	0.02%	-22,070	Jun 30, 2026	AB SUSTAINABLE GLOBAL THEMATIC FUND, INC., not summed
15.4	AB Large Cap Growth Portfolio Fund S000010432 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	43,845	0.02%	+1,640	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
15.5	AB Growth Fund Fund S000010509 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	40,403	0.01%	-9,450	Jun 30, 2026	AB PORTFOLIOS, not summed
16	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,503,061	1.63%	-1,258,844	Jun 30, 2026	carried, not yet filed for the newest quarter
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,243,582	1.54%	+217,879	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs Nasdaq-100 Premium Income ETF Fund S000081510 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	78,945	0.03%	+25,728	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
17.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	48,965	0.02%	-7,700	May 31, 2026	Goldman Sachs ETF Trust, not summed
17.3	Goldman Sachs Technology Opportunities Fund Fund S000009339 · Registered fund · Nov 30, 2025 Goldman Sachs Trust, not summed	26,571	0.01%	—	Nov 30, 2025	Goldman Sachs Trust, not summed
17.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	25,552	0.01%	+4,915	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
17.5	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	20,691	0.01%	-108	May 31, 2026	Goldman Sachs Trust, not summed
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,585,961	1.30%	+111,487	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	887	0.00%	+5	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
18.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	570	0.00%	+68	Jul 31, 2026	E Trade Trust, not summed
18.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	425	0.00%	+93	Jul 31, 2026	E Trade Trust, not summed
18.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	119	0.00%	0	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
19	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,395,031	1.23%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
20	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	3,385,655	1.23%	+48,937	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,039,175	1.10%	-44,128	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,921,983	1.06%	-52,537	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	MFS Growth Fund Fund S000002419 · Registered fund · May 31, 2026 MFS Series Trust II, not summed	1,063,502	0.39%	-9,320	May 31, 2026	MFS Series Trust II, not summed
22.2	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	271,631	0.10%	-116,708	May 31, 2026	MFS Series Trust IV, not summed
22.3	MFS Research International Fund Fund S000000766 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	237,490	0.09%	-8,968	May 31, 2026	MFS SERIES TRUST I, not summed
22.4	Massachusetts Investors Trust Fund S000000696 · Registered fund · Jun 30, 2026 MASSACHUSETTS INVESTORS TRUST, not summed	189,159	0.07%	+76,937	Jun 30, 2026	MASSACHUSETTS INVESTORS TRUST, not summed
22.5	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	180,331	0.07%	-9,284	May 31, 2026	MFS SERIES TRUST I, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,853,719	1.03%	-37,867	Jun 30, 2026	carried, not yet filed for the newest quarter
24	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,820,743	1.02%	+130,162	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Putnam Large Cap Growth Fund Fund S000003848 · Registered fund · Jul 31, 2026 Putnam Investment Funds, not summed	591,409	0.21%	-17,760	Jul 31, 2026	Putnam Investment Funds, not summed
24.2	Franklin Dynatech Fund Fund S000006754 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	500,000	0.18%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
24.3	Putnam Sustainable Leaders Fund Fund S000006295 · Registered fund · Jun 30, 2026 Putnam Sustainable Leaders Fund, not summed	276,920	0.10%	+105,000	Jun 30, 2026	Putnam Sustainable Leaders Fund, not summed
24.4	Putnam VT Large Cap Growth Fund Fund S000003873 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	55,411	0.02%	+1,948	Jun 30, 2026	Putnam Variable Trust, not summed
24.5	Putnam VT Sustainable Leaders Fund Fund S000003884 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	38,860	0.01%	+14,800	Jun 30, 2026	Putnam Variable Trust, not summed
25	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,485,742	0.90%	+287,290	Jun 30, 2026	carried, not yet filed for the newest quarter
26	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,288,432	0.83%	+1,059,557	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Growth Fund Fund S000006205 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	612,854	0.22%	+160,304	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
26.2	Heritage Fund Fund S000006206 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	273,858	0.10%	+48,802	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
26.3	Select Fund Fund S000006194 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	211,100	0.08%	—	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
26.4	Large Cap Equity Fund Fund S000006203 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	88,520	0.03%	-5,246	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
26.5	Balanced Fund Fund S000006192 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	16,381	0.01%	-293	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,192,940	0.80%	+179,626	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,165,074	0.79%	+329,330	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,086,191	0.76%	+933,595	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	College Retirement Equities Fund - Growth Account Fund S000005082 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	528,851	0.19%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
29.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	303,505	0.11%	+257,005	Jun 30, 2026	College Retirement Equities Fund, not summed
29.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	228,844	0.08%	-130	Jul 31, 2026	TIAA-CREF Funds, not summed
29.4	College Retirement Equities Fund - Responsible Balanced Account Fund S000005086 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	193,433	0.07%	-6,712	Jun 30, 2026	College Retirement Equities Fund, not summed
29.5	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	155,280	0.06%	-9,349	Jul 31, 2026	TIAA-CREF Funds, not summed
30	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	2,030,120	0.74%	+7,080	May 31, 2026	VANGUARD WORLD FUND, not summed
31	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,883,110	0.68%	-177,224	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,872,042	0.68%	-96,301	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,835,098	0.67%	-463,385	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Janus Henderson VIT Balanced Portfolio Fund S000010394 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	105,375	0.04%	-25,226	Jun 30, 2026	Janus Aspen Series, not summed
33.2	Janus Henderson VIT Global Technology and Innovation Portfolio Fund S000010408 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	56,884	0.02%	-37,018	Jun 30, 2026	Janus Aspen Series, not summed
33.3	Janus Henderson VIT Research Portfolio Fund S000010395 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	16,701	0.01%	-499	Jun 30, 2026	Janus Aspen Series, not summed
33.4	Janus Henderson VIT Global Research Portfolio Fund S000010402 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	13,352	0.00%	-2,128	Jun 30, 2026	Janus Aspen Series, not summed
33.5	Janus Henderson Global Artificial Intelligence ETF Fund S000094567 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	610	0.00%	-19	Jul 31, 2026	Janus Detroit Street Trust, not summed
34	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	1,677,616	0.61%	+447,433	May 31, 2026	Growth Fund of America, not summed
35	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	1,649,658	0.60%	+254,771	Jun 30, 2026	New Perspective Fund, not summed
36	ALKEON CAPITAL MANAGEMENT LLC 13F CIK 1230239 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,622,874	0.59%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,618,219	0.59%	-8,648	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	23,282	0.01%	+24	Jul 31, 2026	BNY Mellon ETF Trust, not summed
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,585,025	0.57%	+11,355	Jun 30, 2026	carried, not yet filed for the newest quarter
39	JPMorgan Equity Premium Income ETF Fund S000068402 · Registered fund · Jun 30, 2026 J.P. Morgan Exchange-Traded Fund Trust, not summed	1,536,004	0.56%	-43,015	Jun 30, 2026	J.P. Morgan Exchange-Traded Fund Trust, not summed
40	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,497,362	0.54%	-37,439	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
41	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,452,385	0.53%	+21,786	Jun 30, 2026	carried, not yet filed for the newest quarter
42	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,418,359	0.51%	-90,367	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	DWS Science and Technology Fund Fund S000031522 · Registered fund · Jul 31, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	114,358	0.04%	0	Jul 31, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
42.2	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	18,835	0.01%	+2,859	May 29, 2026	DBX ETF Trust, not summed
42.3	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	16,653	0.01%	-7,622	May 29, 2026	DBX ETF Trust, not summed
42.4	DWS Large Cap Focus Growth Fund Fund S000005707 · Registered fund · Jul 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	13,898	0.01%	0	Jul 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
42.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	8,567	0.00%	-201	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
43	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,334,480	0.48%	-554,394	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Blue Chip Fund Fund S000037378 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	668,761	0.24%	-429,759	May 31, 2026	Principal Funds, Inc, not summed
43.2	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	122,768	0.04%	—	Jul 31, 2026	Principal Funds, Inc, not summed
43.3	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	56,847	0.02%	-468	Jul 31, 2026	Principal Funds, Inc, not summed
43.4	Principal Focused Blue Chip ETF Fund S000080686 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	27,528	0.01%	-2,030	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
43.5	LargeCap S&P 500 Index Account Fund S000007660 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	10,396	0.00%	-854	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
44	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,259,596	0.46%	+12,374	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD U.S. GROWTH FUND Fund S000004444 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,241,589	0.45%	-233,516	May 31, 2026	VANGUARD WORLD FUND, not summed
46	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,198,310	0.43%	+1,148,440	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Harbor Capital Appreciation Fund Fund S000000681 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	1,154,396	0.42%	-162,012	Jul 31, 2026	HARBOR FUNDS, not summed
48	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,104,790	0.40%	-11,375	Jun 30, 2026	carried, not yet filed for the newest quarter
49	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,093,288	0.40%	-7,483	Jun 30, 2026	carried, not yet filed for the newest quarter
50	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,048,772	0.38%	+341,892	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	T. Rowe Price Capital Appreciation Fund Fund S000002070 · Registered fund · Jun 30, 2026 T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed	717,720	0.26%	—	Jun 30, 2026	T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed
50.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	168,487	0.06%	-1,924	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
50.3	T. Rowe Price Global Technology Fund, Inc. Fund S000002085 · Registered fund · Jun 30, 2026 T. ROWE PRICE GLOBAL TECHNOLOGY FUND, INC., not summed	128,090	0.05%	-922	Jun 30, 2026	T. ROWE PRICE GLOBAL TECHNOLOGY FUND, INC., not summed
50.4	T. Rowe Price Capital Appreciation Equity ETF Fund S000079834 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	112,516	0.04%	+69,016	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
50.5	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	106,838	0.04%	—	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed

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Key facts CIK 813672 CUSIP 127387108 13F (30d) 227 filings 205 filers Visit website Investor relations