CHRW · C. H. Robinson Worldwide, Inc. · Shareholders & Ownership

$141.17 -1.14 (-0.80%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$16.50B

116.85M

Volume · Oct 23 1.25M Avg daily vol (3M) 1.91M

Every disclosed holder of CHRW 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 CHRW

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)	893	120,182,986	102.85%	Yes
Insiders (Forms 3, 4, 5)	14	839,389	0.72%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,171,117	-3.57%	Negative
Registered funds (N-PORT, not summed)	762	48,811,126	41.77%	No

Shares outstanding: 116,851,258, 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 CHRW

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	11,373,312	9.73%	+1,382,491	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	10,488,915	8.98%	+1,336,668	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,622,029	1.39%	+100,083	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	639,846	0.55%	—	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	483,011	0.41%	+33,971	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	414,390	0.35%	—	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	7,503,056	6.42%	-202,576	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	6,502,365	5.56%	+56,022	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	734,729	0.63%	-33,670	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	694,756	0.59%	+29,344	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	280,482	0.24%	+31,260	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	143,383	0.12%	+4,407	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street(R) SPDR(R) S&P(R) Transportation ETF Fund S000012324 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	48,888	0.04%	+10,634	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,919,932	5.07%	-66,538	Jun 30, 2026	carried, not yet filed for the newest quarter
5	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,737,396	3.20%	-645,064	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,517,999	1.30%	+14,551	May 31, 2026	Fidelity Concord Street Trust, not summed
5.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	528,082	0.45%	-128,782	May 31, 2026	Fidelity Rutland Square Trust II, not summed
5.3	Fidelity Puritan Fund Fund S000007153 · Registered fund · May 31, 2026 Fidelity Puritan Trust, not summed	508,748	0.44%	+115,400	May 31, 2026	Fidelity Puritan Trust, not summed
5.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	445,658	0.38%	+10,549	Jul 31, 2026	Fidelity Salem Street Trust, not summed
5.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	231,290	0.20%	+101,921	May 31, 2026	Fidelity Rutland Square Trust II, not summed
6	WCM INVESTMENT MANAGEMENT, LLC 13F CIK 1061186 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,683,725	3.15%	+102,189	Jun 30, 2026	carried, not yet filed for the newest quarter
7	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,642,453	3.12%	-2,087,530	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,553,717	3.04%	-209,632	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,537,307	3.03%	-352,035	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	VANGUARD DIVIDEND GROWTH FUND Fund S000002920 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	94,429	0.08%	—	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,489,240	2.99%	-116,503	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,055,196	2.61%	+40,338	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,921,377	2.50%	+155,054	Jun 30, 2026	carried, not yet filed for the newest quarter
13	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,736,463	2.34%	+1,092,776	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	FT Vest S&P 500 Dividend Aristocrats Target Income ETF Fund S000070911 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	255,208	0.22%	-11,777	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
13.2	First Trust WCM Focused Global Growth Fund Fund S000086667 · Registered fund · Jun 30, 2026 First Trust Series Fund, not summed	168,453	0.14%	+22,034	Jun 30, 2026	First Trust Series Fund, not summed
13.3	First Trust Nasdaq Transportation ETF Fund S000053948 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	58,125	0.05%	+4,940	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
13.4	First Trust Large Cap Growth AlphaDEX Fund Fund S000017341 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	54,588	0.05%	+5,963	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
13.5	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	29,926	0.03%	+336	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,567,418	2.20%	-167,812	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	2,489,458	2.13%	+949,134	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
16	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,021,670	1.73%	+46,895	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,008,249	0.86%	+48,385	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.2	Invesco S&P 500 Quality ETF Fund S000003049 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	251,661	0.22%	+48,801	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.3	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	161,527	0.14%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
16.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	74,868	0.06%	-7,305	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
16.5	Invesco S&P 500 Equal Weight Industrials ETF Fund S000060815 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	69,858	0.06%	-398	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,845,931	1.58%	-301,852	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	395	0.00%	+15	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
17.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	179	0.00%	+37	Jul 31, 2026	E Trade Trust, not summed
17.3	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	52	0.00%	0	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,817,322	1.56%	+46,691	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	34,764	0.03%	+576	Jun 30, 2026	Northern Funds, not summed
18.2	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	26,432	0.02%	+1,652	Jul 31, 2026	FlexShares Trust, not summed
18.3	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	15,006	0.01%	-432	Jul 31, 2026	FlexShares Trust, not summed
18.4	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,167	0.01%	-2,039	Jun 30, 2026	Northern Funds, not summed
18.5	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,393	0.00%	0	Jun 30, 2026	Northern Funds, not summed
19	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,737,904	1.49%	+1,287,856	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	848,000	0.73%	—	Jun 30, 2026	Victory Portfolios, not summed
19.2	Victory Income Stock Fund Fund S000012900 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	144,371	0.12%	+32,100	Jul 31, 2026	Victory Portfolios III, not summed
19.3	Victory Growth & Income Fund Fund S000012896 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	63,216	0.05%	+16,260	Jul 31, 2026	Victory Portfolios III, not summed
19.4	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	27,449	0.02%	-293	Jul 31, 2026	Victory Portfolios III, not summed
19.5	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	23,235	0.02%	-743	Jun 30, 2026	Victory Portfolios, not summed
20	Winslow Capital Management, LLC 13F CIK 900973 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,630,787	1.40%	+47,794	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,626,496	1.39%	-115,228	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,567,254	1.34%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,386,904	1.19%	-221,370	Jun 30, 2026	carried, not yet filed for the newest quarter
24	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,304,112	1.12%	-56,466	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Carillon Eagle Mid Cap Growth Fund Fund S000008481 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	424,969	0.36%	-19,331	Jun 30, 2026	Carillon Series Trust, not summed
25	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,296,748	1.11%	+274,327	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	106,978	0.09%	+38,996	May 31, 2026	Goldman Sachs ETF Trust, not summed
25.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	20,692	0.02%	+4,450	May 31, 2026	Goldman Sachs ETF Trust, not summed
25.3	Goldman Sachs Global Managed Beta Fund Fund S000048066 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	15,562	0.01%	+2,508	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
25.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	7,177	0.01%	+557	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
25.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	5,567	0.00%	-500	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
26	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,200,732	1.03%	+145,130	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,200,560	1.03%	+62,387	Jun 30, 2026	carried, not yet filed for the newest quarter
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,178,525	1.01%	-5,682	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	320,758	0.27%	+1,636	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	264,109	0.23%	+23	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	125,491	0.11%	+2,794	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.4	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	104,770	0.09%	-12,370	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	71,564	0.06%	+1,214	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,158,157	0.99%	+63,165	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	213,973	0.18%	+6,738	Jul 31, 2026	Dimensional ETF Trust, not summed
29.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	134,589	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	121,228	0.10%	+11,519	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.4	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	87,121	0.07%	+21,578	Jul 31, 2026	Dimensional ETF Trust, not summed
29.5	U.S. Sustainability Core 1 Portfolio Fund S000020422 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	58,147	0.05%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
30	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,145,388	0.98%	-817,156	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Cresset Asset Management, LLC 13F CIK 1761013 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,071,055	0.92%	+1,028	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,051,368	0.90%	+9,476	Jun 30, 2026	carried, not yet filed for the newest quarter
33	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	1,049,897	0.90%	+19,160	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	83	0.00%	-25	May 31, 2026	UBS INVESTMENT TRUST, not summed
33.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	26	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
34	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	1,000,000	0.86%	0	Jun 30, 2026	American Funds Fundamental Investors, not summed
35	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	978,297	0.84%	-63,361	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	William Blair Large Cap Growth Fund Fund S000008601 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	156,320	0.13%	-17,270	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
35.2	William Blair Growth Fund Fund S000008594 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	7,202	0.01%	+306	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
36	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	971,355	0.83%	-6,720	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	186,168	0.16%	-3,770	Jun 30, 2026	AB TRUST, not summed
36.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	56,132	0.05%	-2,443	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
36.3	AB Large Cap Value Fund Fund S000010411 · Registered fund · Jun 30, 2026 AB TRUST, not summed	31,325	0.03%	-636	Jun 30, 2026	AB TRUST, not summed
36.4	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	2,094	0.00%	-21	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
36.5	Overlay A Portfolio Fund S000027647 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	979	0.00%	-12	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
37	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	918,334	0.79%	-2,880	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	916,567	0.78%	-47,883	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	18,858	0.02%	+64	Jul 31, 2026	BNY Mellon ETF Trust, not summed
39	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	895,010	0.77%	-44,050	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	ProShares S&P 500 Dividend Aristocrats ETF Fund S000042349 · Registered fund · May 31, 2026 ProShares Trust, not summed	883,401	0.76%	-44,763	May 31, 2026	ProShares Trust, not summed
39.2	ProShares Ultra S&P500 Fund S000006821 · Registered fund · May 31, 2026 ProShares Trust, not summed	10,081	0.01%	+703	May 31, 2026	ProShares Trust, not summed
39.3	ProShares UltraPro S&P500 Fund S000024919 · Registered fund · May 31, 2026 ProShares Trust, not summed	4,608	0.00%	-850	May 31, 2026	ProShares Trust, not summed
39.4	ProShares S&P 500 High Income ETF Fund S000081387 · Registered fund · May 31, 2026 ProShares Trust, not summed	2,014	0.00%	-98	May 31, 2026	ProShares Trust, not summed
39.5	ProShares S&P 500 Ex-Technology ETF Fund S000050780 · Registered fund · May 31, 2026 ProShares Trust, not summed	794	0.00%	-27	May 31, 2026	ProShares Trust, not summed
40	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	826,271	0.71%	+28,543	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	LORD ABBETT AFFILIATED FUND INC Fund S000006806 · Registered fund · Jul 31, 2026 LORD ABBETT AFFILIATED FUND INC, not summed	391,602	0.34%	-42,145	Jul 31, 2026	LORD ABBETT AFFILIATED FUND INC, not summed
40.2	Lord Abbett Dividend Growth Fund Fund S000006998 · Registered fund · May 31, 2026 LORD ABBETT RESEARCH FUND INC, not summed	307,599	0.26%	+154,622	May 31, 2026	LORD ABBETT RESEARCH FUND INC, not summed
40.3	Dividend Growth Portfolio Fund S000007298 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	13,529	0.01%	+5,380	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
41	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	822,335	0.70%	+103,801	Jun 30, 2026	carried, not yet filed for the newest quarter
42	LOS ANGELES CAPITAL MANAGEMENT LLC 13F CIK 1177206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	808,964	0.69%	+499,341	Jun 30, 2026	carried, not yet filed for the newest quarter
43	MAIRS & POWER INC 13F CIK 1070134 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	770,708	0.66%	-77,495	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Mairs & Power Fund Fund S000076014 · Registered fund · Jun 30, 2026 Trust for Professional Managers, not summed	434,544	0.37%	-75,000	Jun 30, 2026	Trust for Professional Managers, not summed
43.2	Mairs & Power Balanced Fund Fund S000076013 · Registered fund · Jun 30, 2026 Trust for Professional Managers, not summed	35,000	0.03%	0	Jun 30, 2026	Trust for Professional Managers, not summed
44	US BANCORP \DE\ 13F CIK 36104 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	760,231	0.65%	+861	Jun 30, 2026	carried, not yet filed for the newest quarter
45	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	751,270	0.64%	-566,385	Jun 30, 2026	carried, not yet filed for the newest quarter
46	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	672,249	0.58%	+12,317	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	SIIT U.S. Equity Factor Allocation Fund Fund S000061159 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	22,284	0.02%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
46.2	SIIT S&P 500 INDEX FUND Fund S000043383 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	8,225	0.01%	-400	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
46.3	SIIT LARGE CAP INDEX FUND Fund S000006768 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	3,548	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
46.4	SIIT DYNAMIC ASSET ALLOCATION FUND Fund S000027147 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	3,039	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
46.5	Catholic Values Equity Fund Fund S000048320 · Registered fund · May 31, 2026 SEI CATHOLIC VALUES TRUST, not summed	994	0.00%	0	May 31, 2026	SEI CATHOLIC VALUES TRUST, not summed
47	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	671,334	0.57%	+3,163	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	666,913	0.57%	+938	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
49	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	666,439	0.57%	+14,078	Jun 30, 2026	carried, not yet filed for the newest quarter
50	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	652,136	0.56%	+46,963	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	8,429	0.01%	+300	Aug 31, 2026	DBX ETF Trust, not summed
50.2	DWS Global Small Cap Fund Fund S000005468 · Registered fund · Jul 31, 2026 DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed	7,235	0.01%	+110	Jul 31, 2026	DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed
50.3	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	6,218	0.01%	+1,950	Aug 31, 2026	DBX ETF Trust, not summed
50.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	5,334	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
50.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	3,638	0.00%	-208	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed

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

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1043277 CUSIP 12541W209 13F (30d) 186 filings 173 filers Visit website Investor relations