CHRD · Chord Energy Corp · Shareholders & Ownership

$151.12 -3.36 (-2.18%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$8.45B

54.70M

Volume · Oct 20 215.51K Avg daily vol (3M) 714.48K

Every disclosed holder of CHRD 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 CHRD

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)	521	53,089,439	97.06%	Yes
Insiders (Forms 3, 4, 5)	16	425,606	0.78%	Yes
13D/G-only blocks	3	11,510,265	21.04%	Yes
Remaining	—	10,327,438	-18.88%	Negative
Registered funds (N-PORT, not summed)	489	29,307,865	53.58%	No

Shares outstanding: 54,697,872, 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 CHRD

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	7,061,465	12.91%	+115,122	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,926,947	3.52%	+44,223	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,045,060	1.91%	-10,770	Jul 31, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	282,041	0.52%	-6,981	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	231,175	0.42%	+15,768	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	128,738	0.24%	-17,376	May 29, 2026	BlackRock Funds, not summed
2	BlackRock Inc. 13G CIK 1364742 · Unknown · Dec 31, 2023 Rule 13d-1(b), qualified institution	5,376,624	9.83%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
3	VANGUARD GROUP INC 13G CIK 102909 · Registered investment adviser · Dec 29, 2023 Rule 13d-1(b), qualified institution	4,343,891	7.94%	—	Dec 29, 2023	Rule 13d-1(b), qualified institution
4	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,197,906	5.85%	-682,555	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,197,905	5.85%	-1,795,240	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	478,180	0.87%	+102,300	Jul 31, 2026	Fidelity Securities Fund, not summed
4.3	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	393,586	0.72%	-16,800	Jul 31, 2026	Fidelity Capital Trust, not summed
4.4	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	368,700	0.67%	+207,100	Jun 30, 2026	Variable Insurance Products Fund III, not summed
4.5	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	293,116	0.54%	+6,111	May 31, 2026	Fidelity Concord Street Trust, not summed
5	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,167,815	5.79%	-616,638	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,167,824	5.79%	+656,221	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,933,593	5.36%	+4,090	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,817,980	5.15%	+552,773	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Invesco Ltd. 13G CIK 914208 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,817,980	5.15%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7.2	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,135,069	2.08%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
7.3	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	876,179	1.60%	—	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
7.4	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	81,288	0.15%	-5,672	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
7.5	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	72,275	0.13%	+15,889	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,541,325	4.65%	-15,656	Jun 30, 2026	carried, not yet filed for the newest quarter
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,372,598	4.34%	-40,036	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF Fund S000012319 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	572,825	1.05%	-90,011	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.2	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	284,957	0.52%	+7,219	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	86,357	0.16%	-1,012	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	20,144	0.04%	+200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	12,335	0.02%	+160	Jun 30, 2026	SPDR SERIES TRUST, not summed
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,949,896	3.56%	+402,164	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	401,901	0.73%	+64,307	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	350,842	0.64%	+134,129	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	320,986	0.59%	+110,475	Jul 31, 2026	Dimensional ETF Trust, not summed
10.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	218,456	0.40%	+16,651	Jul 31, 2026	Dimensional ETF Trust, not summed
10.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	145,365	0.27%	+34,750	Jul 31, 2026	Dimensional ETF Trust, not summed
11	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,917,213	3.51%	+240,422	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Small Cap Value Fund Fund S000005781 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	295,000	0.54%	+10,000	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
11.2	Small Cap Dividend Fund Fund S000075489 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	11,924	0.02%	+1,433	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
11.3	Disciplined Value Fund Fund S000005979 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	6,167	0.01%	—	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
12	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,830,582	3.35%	-220,402	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,135,000	2.08%	-237,000	Jun 30, 2026	Victory Portfolios, not summed
12.2	Victory Pioneer Mid Cap Value Fund Fund S000089757 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	138,485	0.25%	-1,261	Jul 31, 2026	Victory Portfolios IV, not summed
12.3	VictoryShares Small Cap Free Cash Flow ETF Fund S000080690 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	64,720	0.12%	+36,747	Jun 30, 2026	Victory Portfolios II, not summed
12.4	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	41,439	0.08%	—	Jun 30, 2026	Victory Portfolios II, not summed
12.5	Victory Pioneer Mid Cap Value VCT Portfolio Fund S000089716 · Registered fund · Jun 30, 2026 Victory Variable Insurance Funds II, not summed	20,479	0.04%	-221	Jun 30, 2026	Victory Variable Insurance Funds II, not summed
13	Key Group Long Term Investments LP 13G CIK 2077194 · Unknown · Jun 30, 2026 Rule 13d-1(c), passive investor	1,789,750	3.27%	-1,113,250	Jun 30, 2026	Rule 13d-1(c), passive investor
14	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,786,360	3.27%	-27,243	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,291,535	2.36%	-19,092	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,218,693	2.23%	+22,894	Jun 30, 2026	carried, not yet filed for the newest quarter
17	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,184,466	2.17%	+24,640	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	175,238	0.32%	-1	Jun 30, 2026	AQR Funds, not summed
17.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	59,723	0.11%	-4	Jun 30, 2026	AQR Funds, not summed
17.3	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	13,605	0.02%	—	Jun 30, 2026	AQR Funds, not summed
17.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	11,110	0.02%	-1,083	Jun 30, 2026	AQR Funds, not summed
17.5	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	6,609	0.01%	—	Jun 30, 2026	AQR Funds, not summed
18	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,148,151	2.10%	-40,000	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Sourcerock Group LLC 13F CIK 1822531 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,096,511	2.00%	-195,059	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	846,211	1.55%	+27,225	May 31, 2026	American Century ETF Trust, not summed
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	817,900	1.50%	-16,718	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	774,733	1.42%	+40,317	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	375,159	0.69%	-53,000	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
22.2	Allspring SMID Core ETF Fund S000093515 · Registered fund · Jun 30, 2026 ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed	17,297	0.03%	+10,780	Jun 30, 2026	ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	682,108	1.25%	-1,898	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	273,034	0.50%	-3,370	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	153,720	0.28%	-255	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	85,455	0.16%	+7,191	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	44,471	0.08%	+2,556	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	33,712	0.06%	-21	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	650,044	1.19%	-275,042	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	645,683	1.18%	+10,789	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	614,220	1.12%	+32,657	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	121	0.00%	+92	Jul 31, 2026	E Trade Trust, not summed
27	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	593,724	1.09%	-29,458	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	64,826	0.12%	—	May 31, 2026	Goldman Sachs Trust, not summed
27.2	Goldman Sachs Small Cap Equity ETF Fund S000081978 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	16,485	0.03%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	6,644	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
27.4	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	4,568	0.01%	-445	Jul 31, 2026	Goldman Sachs Trust II, not summed
27.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	1,969	0.00%	+12	May 31, 2026	Goldman Sachs ETF Trust II, not summed
28	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	581,710	1.06%	-34,106	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	9,017	0.02%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
29	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	559,359	1.02%	-559,915	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Condire Management, LP 13F CIK 1847739 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	496,575	0.91%	-59,961	Jun 30, 2026	carried, not yet filed for the newest quarter
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	449,651	0.82%	+2,811	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	36,600	0.07%	+856	Jun 30, 2026	Northern Funds, not summed
31.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	10,112	0.02%	-1,284	Jul 31, 2026	FlexShares Trust, not summed
31.3	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,764	0.00%	—	Jul 31, 2026	FlexShares Trust, not summed
32	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	435,641	0.80%	+12,303	Jun 30, 2026	carried, not yet filed for the newest quarter
33	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	411,866	0.75%	+70,776	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	135,400	0.25%	+35,300	Jul 31, 2026	Principal Funds, Inc, not summed
33.2	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	93,943	0.17%	-57,639	Jul 31, 2026	Principal Funds, Inc, not summed
33.3	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	21,525	0.04%	-229	Jul 31, 2026	Principal Funds, Inc, not summed
33.4	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	12,200	0.02%	+3,100	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
34	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	369,805	0.68%	-210,115	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	First Trust Natural Gas ETF Fund S000017177 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	138,002	0.25%	-32,584	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
34.2	First Trust Energy AlphaDEX Fund Fund S000017698 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	101,133	0.18%	-111,511	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
34.3	First Trust Morningstar Dividend Leaders Index Fund Fund S000010976 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	94,501	0.17%	—	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
34.4	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	36,046	0.07%	+10,510	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
34.5	First Trust Active Factor Mid Cap ETF Fund S000066789 · Registered fund · May 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	12,223	0.02%	+4,674	May 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	356,812	0.65%	+3,266	Jun 30, 2026	carried, not yet filed for the newest quarter
36	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	344,818	0.63%	+13,381	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Palo Duro Investment Partners, LP 13F CIK 1977128 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	331,056	0.61%	-94,118	Jun 30, 2026	carried, not yet filed for the newest quarter
38	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	330,090	0.60%	+13,500	Jun 30, 2026	Capitol Series Trust, not summed
39	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	329,922	0.60%	+326,746	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD ENERGY INDEX FUND Fund S000004448 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	317,680	0.58%	+12,582	May 31, 2026	VANGUARD WORLD FUND, not summed
41	HITE Hedge Asset Management LLC 13F CIK 1568939 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	312,317	0.57%	+52,184	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	309,791	0.57%	+226,270	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Global Resources Fund Fund S000009200 · Registered fund · Jun 30, 2026 VanEck Funds, not summed	72,900	0.13%	—	Jun 30, 2026	VanEck Funds, not summed
42.2	VanEck VIP Global Resources Fund Fund S000009222 · Registered fund · Jun 30, 2026 VanEck VIP Trust, not summed	50,100	0.09%	—	Jun 30, 2026	VanEck VIP Trust, not summed
43	Goehring & Rozencwajg Associates, LLC 13F CIK 1863154 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	306,981	0.56%	+23,520	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Goehring & Rozencwajg Resources Fund Fund S000055275 · Registered fund · Aug 31, 2026 GOEHRING & ROZENCWAJG INVESTMENT FUNDS, not summed	136,246	0.25%	+1,368	Aug 31, 2026	GOEHRING & ROZENCWAJG INVESTMENT FUNDS, not summed
44	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	256,129	0.47%	-121,763	Jun 30, 2026	carried, not yet filed for the newest quarter
45	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	251,272	0.46%	+138,326	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	6,014	0.01%	+3,623	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
46	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	234,441	0.43%	-1,850	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	209,670	0.38%	0	Jun 30, 2026	Janus Investment Fund, not summed
47	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	227,245	0.42%	+5,111	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
48	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	206,253	0.38%	-2,432	Jun 30, 2026	carried, not yet filed for the newest quarter
49	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	200,200	0.37%	+1,200	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	197,404	0.36%	-40,664	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1486159 CUSIP 674215207 13F (30d) 51 filings 50 filers Visit website Investor relations