CLX · Clorox Co · Shareholders & Ownership

$86.41 +0.01 (+0.01%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$10.45B

120.92M

Volume · Oct 26 665.7K Avg daily vol (3M) 2.85M

Every disclosed holder of CLX 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 CLX

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)	1,046	104,112,120	86.10%	Yes
Insiders (Forms 3, 4, 5)	12	806,787	0.67%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	16,002,444	13.23%	Rest
Registered funds (N-PORT, not summed)	536	43,725,511	36.16%	No

Shares outstanding: 120,921,351, 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 CLX

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	10,044,423	8.31%	-127,448	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	1,669,797	1.38%	+114,097	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	494,596	0.41%	+29,676	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	269,529	0.22%	-9,446	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	200,636	0.17%	-10,128	Jun 30, 2026	iShares Trust, not summed
1.5	iShares ESG Aware MSCI USA ETF Fund S000055381 · Registered fund · Aug 31, 2026 iShares Trust, not summed	185,823	0.15%	+193	Aug 31, 2026	iShares Trust, not summed
2	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,432,523	6.97%	+177,948	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,293,519	1.07%	+193,713	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.2	State Street(R) Consumer Staples Select Sector SPDR(R) ETF Fund S000006409 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,071,244	0.89%	-194,027	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
2.3	State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF Fund S000050968 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	796,757	0.66%	+13,926	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.4	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	290,329	0.24%	+35,144	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	147,694	0.12%	+4,836	Jun 30, 2026	SPDR SERIES TRUST, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,896,390	6.53%	+45,953	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,010,072	4.97%	+1,150,832	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,878,218	1.55%	+373,224	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
4.2	Invesco Comstock Fund Fund S000027834 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,806,888	1.49%	+289,631	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
4.3	Invesco S&P 500 High Dividend Low Volatility ETF Fund S000038520 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	607,190	0.50%	+3,563	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
4.4	Invesco High Yield Equity Dividend AchieversTM ETF Fund S000003045 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	262,665	0.22%	+136,905	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
4.5	Invesco V.I. Comstock Fund Fund S000027872 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	189,698	0.16%	+48,448	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,799,952	4.80%	+15,360	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,841,610	3.18%	+7,819	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,265,551	2.70%	+36,871	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,134,905	2.59%	+62,004	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,972,952	2.46%	-245,427	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	VanEck Morningstar Wide Moat ETF Fund S000036713 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	2,696,640	2.23%	-233,619	Jun 30, 2026	VanEck ETF Trust, not summed
9.2	VanEck Morningstar SMID Moat ETF Fund S000077508 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	18,228	0.02%	-417	Jun 30, 2026	VanEck ETF Trust, not summed
9.3	VanEck Morningstar Wide Moat Fund Fund S000059554 · Registered fund · Jun 30, 2026 VanEck Funds, not summed	8,361	0.01%	-123	Jun 30, 2026	VanEck Funds, not summed
9.4	VanEck Morningstar Wide Moat Value ETF Fund S000082154 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	775	0.00%	-1,867	Jun 30, 2026	VanEck ETF Trust, not summed
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,771,626	2.29%	-16,003	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,246,813	1.86%	-469,231	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	388	0.00%	-1	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
11.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	252	0.00%	+141	Jul 31, 2026	E Trade Trust, not summed
11.3	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	52	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
12	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,073,010	1.71%	+1,381,163	Jun 30, 2026	carried, not yet filed for the newest quarter
13	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,980,435	1.64%	+1,066,071	Jun 30, 2026	carried, not yet filed for the newest quarter
14	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,883,700	1.56%	+477,926	Jun 30, 2026	carried, not yet filed for the newest quarter
15	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,765,044	1.46%	+338,576	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,756,716	1.45%	-18,625	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,635,159	1.35%	+119,249	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	ProShares S&P 500 Dividend Aristocrats ETF Fund S000042349 · Registered fund · May 31, 2026 ProShares Trust, not summed	1,628,539	1.35%	+122,351	May 31, 2026	ProShares Trust, not summed
17.2	ProShares Ultra S&P500 Fund S000006821 · Registered fund · May 31, 2026 ProShares Trust, not summed	10,252	0.01%	+517	May 31, 2026	ProShares Trust, not summed
17.3	ProShares UltraPro S&P500 Fund S000024919 · Registered fund · May 31, 2026 ProShares Trust, not summed	4,660	0.00%	-1,020	May 31, 2026	ProShares Trust, not summed
17.4	ProShares S&P 500 High Income ETF Fund S000081387 · Registered fund · May 31, 2026 ProShares Trust, not summed	2,052	0.00%	-127	May 31, 2026	ProShares Trust, not summed
17.5	ProShares Large Cap Core Plus Fund S000020962 · Registered fund · May 31, 2026 ProShares Trust, not summed	2,040	0.00%	+308	May 31, 2026	ProShares Trust, not summed
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,581,918	1.31%	-9,911	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	73,275	0.06%	-3,945	Jul 31, 2026	FlexShares Trust, not summed
18.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	35,398	0.03%	+4,588	Jun 30, 2026	Northern Funds, not summed
18.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	25,596	0.02%	+22,670	Jul 31, 2026	FlexShares Trust, not summed
18.4	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,363	0.01%	-256	Jun 30, 2026	Northern Funds, not summed
18.5	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,421	0.01%	+200	Jul 31, 2026	FlexShares Trust, not summed
19	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,290,384	1.07%	+10,158	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	18,993	0.02%	-1,129	Jul 31, 2026	BNY Mellon ETF Trust, not summed
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,210,527	1.00%	-26,929	Jun 30, 2026	carried, not yet filed for the newest quarter
21	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,203,658	1.00%	+275,026	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	327,854	0.27%	+318,431	Jul 31, 2026	Dimensional ETF Trust, not summed
21.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	322,628	0.27%	+23,317	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	134,796	0.11%	+4,075	Jul 31, 2026	Dimensional ETF Trust, not summed
21.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	78,246	0.06%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	54,259	0.04%	-5,647	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
22	EQUITY INVESTMENT CORP 13F CIK 1685771 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,171,414	0.97%	+1,171,414	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	EIC Value Fund Fund S000031985 · Registered fund · Jul 31, 2026 FundVantage Trust, not summed	85,340	0.07%	+45,575	Jul 31, 2026	FundVantage Trust, not summed
23	CONFLUENCE INVESTMENT MANAGEMENT LLC 13F CIK 1442056 · Registered investment adviser · Sep 30, 2026	1,170,417	0.97%	-77,227	Sep 30, 2026
24	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,150,084	0.95%	+516,542	Jun 30, 2026	carried, not yet filed for the newest quarter
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,137,006	0.94%	-14,854	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	327,358	0.27%	-2,513	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	268,818	0.22%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	129,391	0.11%	+2,794	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	73,612	0.06%	+2,471	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	72,391	0.06%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,092,055	0.90%	-166,541	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	5,969	0.00%	+837	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
26.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	5,518	0.00%	-444	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
26.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	4,212	0.00%	+18	May 31, 2026	Goldman Sachs ETF Trust II, not summed
26.4	Goldman Sachs Strategic Factor Allocation Fund Fund S000054057 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,772	0.00%	-60	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
26.5	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,474	0.00%	-108	May 31, 2026	Goldman Sachs ETF Trust, not summed
27	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	940,160	0.78%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	860,903	0.71%	+113,123	Jun 30, 2026	carried, not yet filed for the newest quarter
29	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	858,890	0.71%	+129,073	Jun 30, 2026	carried, not yet filed for the newest quarter
30	WORLDQUANT MILLENNIUM ADVISORS LLC 13F CIK 1745981 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	820,913	0.68%	+820,913	Jun 30, 2026	carried, not yet filed for the newest quarter
31	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	797,470	0.66%	+100,223	Jun 30, 2026	carried, not yet filed for the newest quarter
32	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	717,442	0.59%	+30,557	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	8,630	0.01%	+867	Aug 31, 2026	DBX ETF Trust, not summed
32.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	7,274	0.01%	-2,781	May 29, 2026	DBX ETF Trust, not summed
32.3	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	5,309	0.00%	+3,800	Aug 31, 2026	DBX ETF Trust, not summed
32.4	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	3,845	0.00%	-48	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
32.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	1,616	0.00%	-52	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
33	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	698,827	0.58%	+433,618	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Carillon Chartwell Mid Cap Value Fund Fund S000075960 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	4,384	0.00%	+998	Jun 30, 2026	Carillon Series Trust, not summed
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	678,961	0.56%	-1,999	Jun 30, 2026	carried, not yet filed for the newest quarter
35	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	678,445	0.56%	-790,670	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,547,321	1.28%	-5,027	May 31, 2026	Fidelity Concord Street Trust, not summed
35.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	456,347	0.38%	+5,112	Jul 31, 2026	Fidelity Salem Street Trust, not summed
35.3	Fidelity Equity Dividend Income Fund Fund S000006970 · Registered fund · May 31, 2026 Fidelity Financial Trust, not summed	299,700	0.25%	-53,600	May 31, 2026	Fidelity Financial Trust, not summed
35.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	228,737	0.19%	+463	May 31, 2026	Fidelity Concord Street Trust, not summed
35.5	Fidelity Equity-Income Fund Fund S000006064 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	213,058	0.18%	+81,758	Jul 31, 2026	Fidelity Devonshire Trust, not summed
36	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	656,314	0.54%	-26,656	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
37	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	634,963	0.53%	-783,241	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	577,479	0.48%	+300,566	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Victory Pioneer Core Equity Fund Fund S000089765 · Registered fund · Jun 30, 2026 Victory Portfolios IV, not summed	219,193	0.18%	—	Jun 30, 2026	Victory Portfolios IV, not summed
38.2	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	100,428	0.08%	+27,537	Jun 30, 2026	Victory Portfolios II, not summed
38.3	VictoryShares US EQ Income Enhanced Volatility Wtd ETF Fund S000044753 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	58,367	0.05%	-2,780	Jun 30, 2026	Victory Portfolios II, not summed
38.4	Victory Pioneer Mid Cap Value Fund Fund S000089757 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	57,732	0.05%	—	Jul 31, 2026	Victory Portfolios IV, not summed
38.5	VictoryShares Dividend Accelerator ETF Fund S000056886 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	57,307	0.05%	+804	Jun 30, 2026	Victory Portfolios II, not summed
39	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	543,188	0.45%	+383,475	Jun 30, 2026	carried, not yet filed for the newest quarter
40	NUANCE INVESTMENTS, LLC 13F CIK 1473182 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	528,738	0.44%	+20,593	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Nuance Mid Cap Value Fund Fund S000043170 · Registered fund · Jul 31, 2026 Managed Portfolio Series, not summed	162,731	0.13%	+18,820	Jul 31, 2026	Managed Portfolio Series, not summed
40.2	Nuance Concentrated Value Fund Fund S000031968 · Registered fund · Jul 31, 2026 Managed Portfolio Series, not summed	45,180	0.04%	+546	Jul 31, 2026	Managed Portfolio Series, not summed
41	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	518,266	0.43%	+141,215	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Vest Financial, LLC 13F CIK 1709632 · Registered investment adviser · Sep 30, 2026	511,728	0.42%	+24,243	Sep 30, 2026
42.1	Vest S&P 500 Dividend Aristocrats Target Income Fund Fund S000058211 · Registered fund · Jul 31, 2026 World Funds Trust, not summed	6,686	0.01%	-598	Jul 31, 2026	World Funds Trust, not summed
43	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	483,876	0.40%	+4,458	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
44	VANGUARD CONSUMER STAPLES INDEX FUND Fund S000004447 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	480,560	0.40%	+15,631	May 31, 2026	VANGUARD WORLD FUND, not summed
45	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	474,938	0.39%	+43,481	Jun 30, 2026	carried, not yet filed for the newest quarter
46	NOMURA ASSET MANAGEMENT CO LTD 13F CIK 1055964 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	425,900	0.35%	+10,956	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	421,458	0.35%	-105,255	Jun 30, 2026	carried, not yet filed for the newest quarter
48	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	412,037	0.34%	-2,192	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	411,686	0.34%	+247,953	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VESTOR CAPITAL, LLC 13F CIK 1132699 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	398,177	0.33%	+397,327	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 21076 CUSIP 189054109 13F (30d) 275 filings 261 filers Visit website Investor relations