CF · CF Industries Holdings, Inc. · Shareholders & Ownership

$120.08 +1.52 (+1.28%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$17.94B

151.34M

Volume · Oct 23 20.73K Avg daily vol (3M) 2.5M

Every disclosed holder of CF 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 CF

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)	987	158,401,474	104.67%	Yes
Insiders (Forms 3, 4, 5)	23	893,033	0.59%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	7,956,377	-5.26%	Negative
Registered funds (N-PORT, not summed)	815	69,065,306	45.64%	No

Shares outstanding: 151,338,130, 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 CF

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	13,029,812	8.61%	+838,079	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	2,112,818	1.40%	+106,728	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	629,265	0.42%	+35,203	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	342,907	0.23%	-13,146	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	252,562	0.17%	-15,155	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	235,666	0.16%	+11,665	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	10,040,045	6.63%	-11,482	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,532,875	5.64%	+793,206	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,531,329	5.64%	+643,585	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Materials Select Sector SPDR(R) ETF Fund S000006414 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,678,906	1.11%	+400,510	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
4.2	State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF Fund S000030037 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	400,759	0.26%	+44,700	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	366,050	0.24%	+37,897	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	186,889	0.12%	+3,255	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street(R) SPDR(R) S&P(R) North American Natural Resources ETF Fund S000052050 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	74,824	0.05%	+5,828	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
5	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,472,753	5.60%	+945,964	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	PRICE T ROWE ASSOCIATES INC /MD/ 13G CIK 80255 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,522,945	5.63%	+513,332	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	1,814,000	1.20%	-232,000	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
5.3	T. Rowe Price U.S. Large-Cap Core Fund, Inc. Fund S000026126 · Registered fund · Jun 30, 2026 T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed	988,166	0.65%	—	Jun 30, 2026	T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed
5.4	T. Rowe Price Large-Cap Value Fund Fund S000002093 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	217,764	0.14%	-41,960	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
5.5	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	95,217	0.06%	-40	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
6	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,386,783	3.56%	+207,821	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,878,558	3.22%	+9,540	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,980,098	2.63%	+16,807	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,632,033	2.40%	-826,874	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	539,144	0.36%	-363,629	Jul 31, 2026	Dimensional ETF Trust, not summed
9.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	367,698	0.24%	-623,910	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	303,348	0.20%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	298,909	0.20%	+4,837	Jul 31, 2026	Dimensional ETF Trust, not summed
9.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	247,915	0.16%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,522,278	2.33%	-21,084	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,321,883	2.20%	+1,151,000	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,143,864	2.08%	+152,273	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,705,502	1.13%	+301,483	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12.2	Invesco S&P 500 Quality ETF Fund S000003049 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	300,319	0.20%	-13,881	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12.3	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	157,821	0.10%	+33,840	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	111,916	0.07%	-58,952	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
12.5	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	60,434	0.04%	+12,926	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
13	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,107,019	2.05%	+473,100	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	PIMCO RAE US Fund Fund S000048956 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	75,330	0.05%	-18,402	Jun 30, 2026	PIMCO Equity Series, not summed
13.2	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	43,097	0.03%	—	Jun 30, 2026	PIMCO Equity Series, not summed
13.3	PIMCO Dividend and Income Fund Fund S000034646 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	3,992	0.00%	-260	Jun 30, 2026	PIMCO Equity Series, not summed
13.4	PIMCO RAFI ESG U.S. ETF Fund S000066985 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	2,842	0.00%	+211	Jun 30, 2026	PIMCO Equity Series, not summed
13.5	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,309	0.00%	+729	Jun 30, 2026	PIMCO Equity Series, not summed
14	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,082,280	2.04%	-24,419	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	FlexShares Morningstar Global Upstream Natural Resources Index Fund Fund S000033315 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,025,270	0.68%	+28,455	Jul 31, 2026	FlexShares Trust, not summed
14.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	45,177	0.03%	+1,147	Jun 30, 2026	Northern Funds, not summed
14.3	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	41,664	0.03%	-7,056	Jul 31, 2026	FlexShares Trust, not summed
14.4	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	22,386	0.01%	-4,257	Jul 31, 2026	FlexShares Trust, not summed
14.5	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	19,162	0.01%	-4,097	Jun 30, 2026	Northern Funds, not summed
15	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,004,820	1.99%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
16	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	2,709,943	1.79%	+1,308,418	Jun 30, 2026	American Balanced Fund, not summed
17	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,587,699	1.71%	-1,769,282	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,996,019	1.32%	+11,035	May 31, 2026	Fidelity Concord Street Trust, not summed
17.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	580,602	0.38%	+5,715	Jul 31, 2026	Fidelity Salem Street Trust, not summed
17.3	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	475,710	0.31%	-37,400	Jul 31, 2026	Fidelity Concord Street Trust, not summed
17.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	361,627	0.24%	-60,626	May 31, 2026	Fidelity Rutland Square Trust II, not summed
17.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	294,684	0.19%	+2,973	May 31, 2026	Fidelity Concord Street Trust, not summed
18	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,427,371	1.60%	+208,625	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,322,000	0.87%	+252,000	Jun 30, 2026	Victory Portfolios, not summed
18.2	Victory Income Stock Fund Fund S000012900 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	227,084	0.15%	-54,000	Jul 31, 2026	Victory Portfolios III, not summed
18.3	Victory Growth & Income Fund Fund S000012896 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	95,119	0.06%	-6,500	Jul 31, 2026	Victory Portfolios III, not summed
18.4	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	42,512	0.03%	-2,636	May 31, 2026	Victory Portfolios III, not summed
18.5	Victory Diversified Stock Fund Fund S000000787 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	35,606	0.02%	-227	Jun 30, 2026	Victory Portfolios, not summed
19	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,351,891	1.55%	+538,106	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	58,165	0.04%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	28,535	0.02%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	7,067	0.00%	-1,585	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
19.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	5,983	0.00%	+2,277	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
19.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	5,162	0.00%	-168	May 31, 2026	Goldman Sachs ETF Trust II, not summed
20	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,293,391	1.52%	-834,843	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Columbia Disciplined Core Fund Fund S000031356 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	336,428	0.22%	-294,417	Jul 31, 2026	Columbia Funds Series Trust II, not summed
20.2	Columbia Variable Portfolio - Disciplined Core Fund Fund S000019844 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	300,172	0.20%	-187,963	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
20.3	CTIVP - T. Rowe Price Large Cap Value Fund Fund S000028696 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	180,323	0.12%	-14,640	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
20.4	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	74,953	0.05%	+2,891	May 31, 2026	Columbia Funds Series Trust II, not summed
20.5	Variable Portfolio - Partners Core Equity Fund Fund S000019859 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	62,000	0.04%	—	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,231,888	1.47%	-24,447	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,151,974	1.42%	-221,317	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	510	0.00%	0	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
22.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	236	0.00%	+56	Jul 31, 2026	E Trade Trust, not summed
22.3	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	68	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
23	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,836,845	1.21%	+104,937	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	25,159	0.02%	+118	Jul 31, 2026	BNY Mellon ETF Trust, not summed
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,825,887	1.21%	+737,601	Jun 30, 2026	carried, not yet filed for the newest quarter
25	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	1,747,078	1.15%	+32,293	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	UBS Engage For Impact Fund Fund S000063381 · Registered fund · Mar 31, 2026 UBS FUNDS, not summed	3,056	0.00%	—	Mar 31, 2026	UBS FUNDS, not summed
25.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	271	0.00%	+32	May 31, 2026	UBS INVESTMENT TRUST, not summed
25.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	106	0.00%	+15	Jun 30, 2026	UBS FUNDS, not summed
25.4	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	10	0.00%	-1	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
26	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,721,346	1.14%	-327,325	Jun 30, 2026	carried, not yet filed for the newest quarter
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,631,618	1.08%	-9,617	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	421,765	0.28%	-57	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	341,464	0.23%	-7,151	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	203,825	0.13%	-6,220	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	167,287	0.11%	+7,025	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.5	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	101,521	0.07%	+1,261	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,620,100	1.07%	-565,360	Jun 30, 2026	carried, not yet filed for the newest quarter
29	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,581,323	1.04%	+122,335	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	51,800	0.03%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
29.2	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	5,400	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
29.3	LSV U.S. Managed Volatility Fund Fund S000045798 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	2,100	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
30	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,510,890	1.00%	-804,835	Jun 30, 2026	carried, not yet filed for the newest quarter
31	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,458,060	0.96%	-183,123	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	DWS RREEF Real Assets Fund Fund S000032019 · Registered fund · Jun 30, 2026 DEUTSCHE DWS MARKET TRUST, not summed	124,010	0.08%	0	Jun 30, 2026	DEUTSCHE DWS MARKET TRUST, not summed
31.2	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	13,194	0.01%	+5,614	Aug 31, 2026	DBX ETF Trust, not summed
31.3	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	11,075	0.01%	+390	Aug 31, 2026	DBX ETF Trust, not summed
31.4	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	4,784	0.00%	-239	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
31.5	Xtrackers RREEF Global Natural Resources ETF Fund S000083869 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	3,467	0.00%	-496	Aug 31, 2026	DBX ETF Trust, not summed
32	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,356,819	0.90%	+454,529	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,352,017	0.89%	+168,239	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,316,883	0.87%	+804,577	Jun 30, 2026	carried, not yet filed for the newest quarter
35	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,261,308	0.83%	+686,503	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Mid Cap Value Fund Fund S000005779 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	215,850	0.14%	—	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
35.2	Disciplined Value Fund Fund S000005979 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	24,368	0.02%	—	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
36	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,199,507	0.79%	-390,045	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	SIIT GLOBAL MANAGED VOLATILITY FUND Fund S000050969 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	44,900	0.03%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
36.2	SIIT U.S. MANAGED VOLATILITY FUND Fund S000013605 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	19,200	0.01%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
36.3	SIIT SMALL/MID CAP FUND Fund S000006770 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	13,700	0.01%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
36.4	SIIT U.S. Equity Factor Allocation Fund Fund S000061159 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	13,628	0.01%	+400	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
36.5	SIIT S&P 500 INDEX FUND Fund S000043383 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	10,767	0.01%	-500	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
37	KBC Group NV 13F CIK 1411133 · Unknown · Sep 30, 2026	1,085,449	0.72%	+12,805	Sep 30, 2026
38	ASSETMARK, INC 13F CIK 1344551 · Registered investment adviser · Sep 30, 2026	1,080,201	0.71%	+8,947	Sep 30, 2026
38.1	GuideMark Large Cap Core Fund Fund S000006182 · Registered fund · Jun 30, 2026 GPS Funds I, not summed	9,137	0.01%	+786	Jun 30, 2026	GPS Funds I, not summed
38.2	GuidePath Growth and Income Fund Fund S000061598 · Registered fund · Jun 30, 2026 GPS Funds II, not summed	1,145	0.00%	-137	Jun 30, 2026	GPS Funds II, not summed
39	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,074,391	0.71%	-157,359	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	THRIVENT LARGE CAP VALUE PORTFOLIO Fund S000001428 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	343,938	0.23%	-43,325	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
39.2	THRIVENT LARGE CAP VALUE FUND Fund S000001366 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	332,969	0.22%	+59,575	Jul 31, 2026	Thrivent Mutual Funds, not summed
39.3	THRIVENT GLOBAL STOCK FUND Fund S000001365 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	56,407	0.04%	+7,335	Jul 31, 2026	Thrivent Mutual Funds, not summed
39.4	THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Fund S000001347 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	51,275	0.03%	+7,598	Jul 31, 2026	Thrivent Mutual Funds, not summed
39.5	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	49,076	0.03%	+6,965	Jul 31, 2026	Thrivent Mutual Funds, not summed
40	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,063,005	0.70%	+987,065	Jun 30, 2026	carried, not yet filed for the newest quarter
41	AustralianSuper Pty Ltd 13F CIK 1694164 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,037,805	0.69%	+45,764	Jun 30, 2026	carried, not yet filed for the newest quarter
42	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,029,284	0.68%	-87,101	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	83,227	0.06%	+9,472	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
42.2	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	65,716	0.04%	+8,177	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
42.3	Franklin U.S. Mid Cap Multifactor Index ETF Fund S000057201 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	40,280	0.03%	—	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
42.4	Franklin U.S. Large Cap Multifactor Index ETF Fund S000057200 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	22,134	0.01%	+3,063	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
42.5	Putnam Dynamic Asset Allocation Conservative Fund Fund S000000779 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	13,419	0.01%	+2,039	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
43	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	986,208	0.65%	-61,002	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	935,654	0.62%	—	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
45	Caisse de depot et placement du Quebec 13F CIK 898286 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	922,863	0.61%	+6,985	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Tidal Investments LLC 13F CIK 1600064 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	897,905	0.59%	+849,596	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Fundstrat Granny Shots US Large Cap ETF Fund S000088227 · Registered fund · Jul 31, 2026 Tidal Trust III, not summed	804,414	0.53%	—	Jul 31, 2026	Tidal Trust III, not summed
46.2	Sp Funds S&P 500 Sharia Industry Exclusions ETF Fund S000067283 · Registered fund · May 31, 2026 Tidal Trust I, not summed	11,588	0.01%	+1,320	May 31, 2026	Tidal Trust I, not summed
46.3	RPAR Risk Parity ETF Fund S000066941 · Registered fund · Jun 30, 2026 Tidal Trust I, not summed	6,605	0.00%	0	Jun 30, 2026	Tidal Trust I, not summed
46.4	Blueprint Chesapeake Multi-asset Trend ETF Fund S000080730 · Registered fund · Jun 30, 2026 Tidal Trust II, not summed	5,458	0.00%	+1,683	Jun 30, 2026	Tidal Trust II, not summed
46.5	Gotham 1000 Value ETF Fund S000076475 · Registered fund · Jun 30, 2026 Tidal Trust I, not summed	4,379	0.00%	+738	Jun 30, 2026	Tidal Trust I, not summed
47	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	862,746	0.57%	-13,071	Jun 30, 2026	carried, not yet filed for the newest quarter
48	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	853,666	0.56%	-497,849	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	834,778	0.55%	-43,823	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
50	Pacer US Cash Cows 100 ETF Fund S000055466 · Registered fund · Jul 31, 2026 Pacer Funds Trust, not summed	795,673	0.53%	-142,931	Jul 31, 2026	Pacer Funds Trust, not summed

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Key facts CIK 1324404 CUSIP 125269100 13F (30d) 205 filings 192 filers Visit website Investor relations