CFG · Citizens Financial Group Inc/Ri · Shareholders & Ownership

$64.81 +0.59 (+0.92%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$27.05B

421.18M

Volume · Oct 21 994.65K Avg daily vol (3M) 3.87M

Every disclosed holder of CFG 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 CFG

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)	1,109	407,752,916	96.81%	Yes
Insiders (Forms 3, 4, 5)	27	4,115,071	0.98%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	9,308,801	2.21%	Rest
Registered funds (N-PORT, not summed)	774	167,861,369	39.86%	No

Shares outstanding: 421,176,788, 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 CFG

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	48,737,629	11.57%	+2,037,542	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	5,817,139	1.38%	+351,093	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	3,663,576	0.87%	-16,395	Jul 31, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,738,617	0.41%	+100,560	Jun 30, 2026	iShares Trust, not summed
1.4	BlackRock Equity Dividend Fund Fund S000002243 · Registered fund · Jul 31, 2026 BlackRock Equity Dividend Fund, not summed	1,517,154	0.36%	-72,543	Jul 31, 2026	BlackRock Equity Dividend Fund, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	941,977	0.22%	-40,982	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	26,906,653	6.39%	+41,814	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,269,185	5.52%	-4,634,869	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Capital World Investors 13G CIK 1422849 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	23,539,168	5.59%	-4,717,523	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,154,682	5.26%	-772,127	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Invesco Equity and Income Fund Fund S000027808 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	2,906,267	0.69%	0	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
4.2	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,868,839	0.68%	-13,944	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
4.3	Invesco KBW Bank ETF Fund S000034530 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	2,708,672	0.64%	-552,470	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
4.4	Invesco Comstock Fund Fund S000027834 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	2,504,962	0.59%	-597,951	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
4.5	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,481,662	0.35%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	21,241,311	5.04%	+978,979	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	21,263,407	5.05%	+988,279	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,860,384	0.68%	-18,758	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,008,614	0.24%	+115,674	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	922,237	0.22%	-577	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	514,432	0.12%	+9,372	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,567,346	4.88%	+641,583	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	12,749,461	3.03%	-29,259	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	12,264,969	2.91%	-447,712	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,387	0.00%	-92	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
8.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	794	0.00%	+140	Jul 31, 2026	E Trade Trust, not summed
8.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	639	0.00%	+102	Jul 31, 2026	E Trade Trust, not summed
8.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	184	0.00%	-18	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,815,760	2.81%	+5,290	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,957,477	2.60%	+158,470	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,704,035	2.07%	-15,114	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Income Fund of America Fund S000008814 · Registered fund · Jul 31, 2026 Income Fund of America, not summed	8,488,143	2.02%	-1,576,541	Jul 31, 2026	Income Fund of America, not summed
13	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	7,892,863	1.87%	-3,958,947	Jul 31, 2026	Washington Mutual Investors Fund, not summed
14	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,626,834	1.81%	+286,189	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	114,540	0.03%	+4	Jun 30, 2026	AQR Funds, not summed
14.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	110,324	0.03%	-9,118	Jun 30, 2026	AQR Funds, not summed
14.3	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	106,096	0.03%	+36,302	Jun 30, 2026	AQR Funds, not summed
14.4	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	89,567	0.02%	-2,406	Jun 30, 2026	AQR Funds, not summed
14.5	AQR Large Cap Momentum Style Fund Fund S000025643 · Registered fund · Mar 31, 2026 AQR Funds, not summed	36,302	0.01%	—	Mar 31, 2026	AQR Funds, not summed
15	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	7,260,023	1.72%	-63,162	Jun 30, 2026	carried, not yet filed for the newest quarter
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,553,067	1.56%	-126,416	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	939,777	0.22%	+4,241	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	449,713	0.11%	+7,065	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	342,984	0.08%	-24,461	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	256,388	0.06%	+5,560	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	252,143	0.06%	+1,832	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17	Ninety One UK Ltd 13F CIK 1418329 · Registered investment adviser · Sep 30, 2026	6,123,720	1.45%	-1,727,737	Sep 30, 2026
18	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	5,926,803	1.41%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
19	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,748,864	1.37%	-311,301	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	199,100	0.05%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
19.2	LSV Disciplined Value ETF Fund S000089218 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	37,964	0.01%	-1	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
19.3	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	10,400	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
19.4	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	9,500	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
20	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,778,809	1.13%	+59,649	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	645,174	0.15%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
20.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	579,141	0.14%	+4,886	Jul 31, 2026	Dimensional ETF Trust, not summed
20.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	536,649	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	378,647	0.09%	+14,190	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	232,671	0.06%	+1,084	Jul 31, 2026	Dimensional ETF Trust, not summed
21	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,597,926	1.09%	+501,230	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Victory Pioneer Multi-Asset Income Fund Fund S000089756 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	1,057,622	0.25%	0	Jul 31, 2026	Victory Portfolios IV, not summed
21.2	Victory Pioneer Mid Cap Value Fund Fund S000089757 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	238,552	0.06%	-2,172	Jul 31, 2026	Victory Portfolios IV, not summed
21.3	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	156,718	0.04%	+9,870	Jun 30, 2026	Victory Portfolios II, not summed
21.4	Victory Pioneer Global Equity Fund Fund S000089821 · Registered fund · May 31, 2026 Victory Portfolios IV, not summed	127,413	0.03%	+32,915	May 31, 2026	Victory Portfolios IV, not summed
21.5	VictoryShares US EQ Income Enhanced Volatility Wtd ETF Fund S000044753 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	105,158	0.03%	-4,904	Jun 30, 2026	Victory Portfolios II, not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,516,395	1.07%	+29,841	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	127,445	0.03%	0	Jun 30, 2026	Northern Funds, not summed
22.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	19,628	0.00%	0	Jun 30, 2026	Northern Funds, not summed
22.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,956	0.00%	+636	Jul 31, 2026	FlexShares Trust, not summed
22.4	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,590	0.00%	-53	Jul 31, 2026	FlexShares Trust, not summed
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,204,080	1.00%	-364,289	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	244,019	0.06%	-677	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.2	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	224,931	0.05%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
23.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	53,172	0.01%	+5,879	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	24,232	0.01%	+120	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
23.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	20,954	0.01%	-1,406	May 31, 2026	Goldman Sachs ETF Trust, not summed
24	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,166,727	0.99%	+1,908,572	Jun 30, 2026	carried, not yet filed for the newest quarter
25	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	4,000,000	0.95%	-238,300	Jun 30, 2026	American Funds Fundamental Investors, not summed
26	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,820,298	0.91%	+85,394	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,685,819	0.88%	+875,666	Jun 30, 2026	carried, not yet filed for the newest quarter
28	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,595,692	0.85%	-439,257	Jun 30, 2026	carried, not yet filed for the newest quarter
29	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	3,293,426	0.78%	-50,743	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	PACE Large Co Value Equity Investments Fund S000002971 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	11,929	0.00%	0	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
29.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	277	0.00%	-74	May 31, 2026	UBS INVESTMENT TRUST, not summed
29.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	125	0.00%	+1	Jun 30, 2026	UBS FUNDS, not summed
30	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,188,042	0.76%	+505,748	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,957,527	0.70%	+145,733	Jun 30, 2026	carried, not yet filed for the newest quarter
32	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,795,942	0.66%	-161,619	Jun 30, 2026	carried, not yet filed for the newest quarter
33	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,712,001	0.64%	-1,174,354	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	2,693,797	0.64%	+999,617	Jun 30, 2026	carried, not yet filed for the newest quarter
35	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,657,374	0.63%	+697,200	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,650,053	0.63%	+542,639	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,580,299	0.61%	-44,210	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
38	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,569,665	0.61%	+57,601	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	5,438,541	1.29%	-27,222	May 31, 2026	Fidelity Concord Street Trust, not summed
38.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,600,887	0.38%	+10,937	Jul 31, 2026	Fidelity Salem Street Trust, not summed
38.3	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	902,276	0.21%	-57,284	May 31, 2026	Fidelity Rutland Square Trust II, not summed
38.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	802,149	0.19%	+992	May 31, 2026	Fidelity Concord Street Trust, not summed
38.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	648,583	0.15%	+5,223	May 31, 2026	Fidelity Concord Street Trust, not summed
39	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,511,036	0.60%	-13,475	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	37,118	0.01%	+38	Jul 31, 2026	BNY Mellon ETF Trust, not summed
40	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,484,768	0.59%	+703,315	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	28,434	0.01%	+1,240	May 29, 2026	DBX ETF Trust, not summed
40.2	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	13,318	0.00%	-427	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
40.3	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	7,347	0.00%	-88	May 29, 2026	DBX ETF Trust, not summed
40.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	6,399	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
40.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	5,859	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,357,938	0.56%	-18,492	Jun 30, 2026	carried, not yet filed for the newest quarter
42	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,302,027	0.55%	+296,625	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	2,295,509	0.55%	-102,783	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
44	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,253,229	0.54%	+584,989	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Neuberger Large Cap Value Fund Fund S000007840 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	1,790,633	0.43%	+1,104,272	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
44.2	Neuberger Core Equity ETF Fund S000085748 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	7,223	0.00%	-15,211	May 31, 2026	Neuberger Berman ETF Trust, not summed
45	Artemis Investment Management LLP 13F CIK 1535385 · Non-US institution · Sep 30, 2026	2,236,293	0.53%	+291,906	Sep 30, 2026
46	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,131,670	0.51%	+60,007	Jun 30, 2026	carried, not yet filed for the newest quarter
47	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,989,874	0.47%	-60,532	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	386,244	0.09%	-18,157	Jul 31, 2026	John Hancock Investment Trust II, not summed
47.2	Global Equity Fund Fund S000040959 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	285,679	0.07%	+4,857	May 31, 2026	John Hancock Funds II, not summed
47.3	John Hancock Multifactor Mid Cap ETF Fund S000050079 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	244,969	0.06%	+14,699	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
47.4	Financial Industries Fund Fund S000000634 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	169,151	0.04%	-29,332	Jul 31, 2026	John Hancock Investment Trust II, not summed
47.5	U.S. Sector Rotation Fund Fund S000055171 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	33,372	0.01%	-1,076	May 31, 2026	John Hancock Funds II, not summed
48	Artisan Partners Limited Partnership 13F CIK 1466153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,989,191	0.47%	+1,989,191	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Artisan Focus Fund Fund S000056665 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	989,320	0.23%	—	Jun 30, 2026	Artisan Partners Funds Inc., not summed
49	Nykredit A/S 13F CIK 1847328 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,974,566	0.47%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
50	ASSETMARK, INC 13F CIK 1344551 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,808,380	0.43%	+20,131	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	GuidePath Growth and Income Fund Fund S000061598 · Registered fund · Jun 30, 2026 GPS Funds II, not summed	7,559	0.00%	-79	Jun 30, 2026	GPS Funds II, not summed

179 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 759944 CUSIP 174610105 13F (30d) 214 filings 202 filers Visit website Investor relations