CME · Cme Group Inc. · Shareholders & Ownership

$305.71 -0.27 (-0.09%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$109.42B

357.93M

Volume · Oct 23 2.18M Avg daily vol (3M) 1.97M

Every disclosed holder of CME 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 CME

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)	1,748	320,534,832	89.55%	Yes
Insiders (Forms 3, 4, 5)	32	1,007,560	0.28%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	36,391,492	10.17%	Rest
Registered funds (N-PORT, not summed)	957	109,260,704	30.53%	No

Shares outstanding: 357,933,884, 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 CME

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	30,566,342	8.54%	-881,915	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	4,984,827	1.39%	+347,451	Jun 30, 2026	iShares Trust, not summed
1.2	iShares U.S. Equity Factor Rotation Active ETF Fund S000064945 · Registered fund · Jul 31, 2026 BlackRock ETF Trust, not summed	1,026,376	0.29%	+74,160	Jul 31, 2026	BlackRock ETF Trust, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	807,032	0.23%	-18,854	Jun 30, 2026	iShares Trust, not summed
1.4	iShares MSCI USA Min Vol Factor ETF Fund S000031838 · Registered fund · Jul 31, 2026 iShares Trust, not summed	741,358	0.21%	-4,131	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	683,349	0.19%	+186,000	Jul 31, 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	23,661,856	6.61%	+294,574	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	16,346,170	4.57%	+290,883	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,450,724	0.68%	+7,875	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	864,424	0.24%	+106,011	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	302,652	0.08%	+12,612	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	193,880	0.05%	+7,314	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	135,483	0.04%	+4,400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	11,503,075	3.21%	+113,883	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
5	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,728,195	2.72%	+321,352	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	GLOBAL FRANCHISE PORTFOLIO Fund S000002830 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	109,575	0.03%	-38,740	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
5.2	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,172	0.00%	+16	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
5.3	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	744	0.00%	+103	Jul 31, 2026	E Trade Trust, not summed
5.4	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	561	0.00%	+99	Jul 31, 2026	E Trade Trust, not summed
5.5	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	155	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
6	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	9,389,568	2.62%	+226,724	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	9,271,309	2.59%	+124,421	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,167,524	2.56%	+138,235	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,822,315	1.91%	-114,173	Jun 30, 2026	carried, not yet filed for the newest quarter
10	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,767,731	1.61%	-6,442,030	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Sanders Capital, LLC 13F CIK 1508097 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,067,740	1.42%	+906,550	Jun 30, 2026	carried, not yet filed for the newest quarter
12	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,820,646	1.35%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Income Fund of America Fund S000008814 · Registered fund · Jul 31, 2026 Income Fund of America, not summed	4,722,552	1.32%	+584,087	Jul 31, 2026	Income Fund of America, not summed
14	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,361,379	1.22%	+627,830	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Columbia Dividend Income Fund Fund S000012079 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	2,228,288	0.62%	-21,437	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
14.2	Columbia Dividend Opportunity Fund Fund S000031365 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	94,500	0.03%	-13,900	May 31, 2026	Columbia Funds Series Trust II, not summed
14.3	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	81,701	0.02%	-6	May 31, 2026	Columbia Funds Series Trust II, not summed
14.4	Columbia Variable Portfolio - Dividend Opportunity Fund Fund S000019857 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	38,800	0.01%	-7,500	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
14.5	Columbia Disciplined Core Fund Fund S000031356 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	37,619	0.01%	+8,624	Jul 31, 2026	Columbia Funds Series Trust II, not summed
15	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,057,559	1.13%	-317,273	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	RJ Eagle GCM Dividend Select Income ETF Fund S000091480 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	6,439	0.00%	+2,726	Jun 30, 2026	Carillon Series Trust, not summed
15.2	RJ Eagle Vertical Income ETF Fund S000091479 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	591	0.00%	+53	Jun 30, 2026	Carillon Series Trust, not summed
16	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,002,441	1.12%	+610,676	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,927,516	1.10%	-905,080	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	30,160	0.01%	-512	Jul 31, 2026	BNY Mellon ETF Trust, not summed
17.2	BNY Mellon Women's Opportunities ETF Fund S000080184 · Registered fund · Aug 29, 2025 BNY Mellon ETF Trust, not summed	789	0.00%	0	Aug 29, 2025	BNY Mellon ETF Trust, not summed
18	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,832,966	1.07%	+163,520	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Putnam Large Cap Value Fund Fund S000005581 · Registered fund · Jul 31, 2026 Putnam Large Cap Value Fund, not summed	2,260,489	0.63%	+18,423	Jul 31, 2026	Putnam Large Cap Value Fund, not summed
18.2	Putnam VT Large Cap Value Fund Fund S000003894 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	116,001	0.03%	0	Jun 30, 2026	Putnam Variable Trust, not summed
18.3	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	28,702	0.01%	+2,220	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
18.4	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	22,355	0.01%	+1,769	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
18.5	George Putnam Balanced Fund Fund S000005597 · Registered fund · Jul 31, 2026 George Putnam Balanced Fund, not summed	20,231	0.01%	+6,365	Jul 31, 2026	George Putnam Balanced Fund, not summed
19	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,619,736	1.01%	+44,429	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	179,279	0.05%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
19.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	74,046	0.02%	-17,241	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.3	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	28,999	0.01%	+4,197	Jul 31, 2026	Goldman Sachs Trust, not summed
19.4	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	27,983	0.01%	+2,261	Jul 31, 2026	Goldman Sachs Trust, not summed
19.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	20,767	0.01%	+2,398	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,484,779	0.97%	-68,035	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	107,605	0.03%	+1,732	Jun 30, 2026	Northern Funds, not summed
20.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,742	0.00%	-112	Jul 31, 2026	FlexShares Trust, not summed
20.3	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,444	0.00%	-287	Jul 31, 2026	FlexShares Trust, not summed
21	Alphabet Inc. 13F CIK 1652044 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,484,020	0.97%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,448,899	0.96%	+131,958	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,284,663	0.92%	+334,581	Jun 30, 2026	carried, not yet filed for the newest quarter
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,255,443	0.91%	+675,123	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Capital Wealth Planning, LLC 13F CIK 1566728 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,222,707	0.90%	+934,355	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,069,493	0.86%	+908,809	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	706,448	0.20%	+150,332	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26.2	Invesco Diversified Dividend Fund Fund S000000281 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	601,813	0.17%	—	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
26.3	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	295,168	0.08%	-190,803	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
26.4	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	237,839	0.07%	-50,620	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
26.5	Invesco Dividend Income Fund Fund S000000161 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	220,664	0.06%	—	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
27	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,011,414	0.84%	-565,194	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Mitsubishi UFJ Asset Management Co., Ltd. 13F CIK 1466546 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,851,836	0.80%	+69,938	Jun 30, 2026	carried, not yet filed for the newest quarter
29	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,819,720	0.79%	-1,200,224	Jun 30, 2026	carried, not yet filed for the newest quarter
30	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	2,700,938	0.75%	-97,324	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	273	0.00%	-32	May 31, 2026	UBS INVESTMENT TRUST, not summed
30.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	111	0.00%	+13	Jun 30, 2026	UBS FUNDS, not summed
30.3	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	18	0.00%	0	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
31	Fiera Capital Corp 13F CIK 1505817 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,641,927	0.74%	-45,178	Jun 30, 2026	carried, not yet filed for the newest quarter
32	PineStone Asset Management Inc. 13F CIK 1904893 · Registered investment adviser · Sep 30, 2026	2,610,147	0.73%	-109,200	Sep 30, 2026
33	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,420,121	0.68%	+1,268,663	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Capital Income Builder Fund S000009000 · Registered fund · Jul 31, 2026 Capital Income Builder, not summed	2,418,774	0.68%	+1,384,629	Jul 31, 2026	Capital Income Builder, not summed
35	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	2,366,168	0.66%	-667,035	Jul 31, 2026	Washington Mutual Investors Fund, not summed
36	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,278,275	0.64%	-85,652	Jun 30, 2026	carried, not yet filed for the newest quarter
37	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,241,304	0.63%	+1,437,086	Jun 30, 2026	carried, not yet filed for the newest quarter
38	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,181,318	0.61%	-25,868	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	809,392	0.23%	+10,681	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	381,934	0.11%	+10,801	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	220,412	0.06%	+7,164	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	213,783	0.06%	+4,060	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	181,793	0.05%	-8,322	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,109,647	0.59%	-22,899	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Neuberger Large Cap Value Fund Fund S000007840 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	618,316	0.17%	-4,110	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
39.2	Neuberger Long Short Fund Fund S000035446 · Registered fund · Jul 31, 2026 NEUBERGER BERMAN ALTERNATIVE FUNDS, not summed	376,831	0.11%	0	Jul 31, 2026	NEUBERGER BERMAN ALTERNATIVE FUNDS, not summed
39.3	Neuberger Equity Income Fund Fund S000013716 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	39,870	0.01%	+1,775	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
40	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,089,053	0.58%	-2,723,003	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	349,219	0.10%	-22,376	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
40.2	T. Rowe Price All-Cap Opportunities Fund Fund S000002104 · Registered fund · Jun 30, 2026 T. Rowe Price All-Cap Opportunities Fund, Inc., not summed	346,503	0.10%	+12,360	Jun 30, 2026	T. Rowe Price All-Cap Opportunities Fund, Inc., not summed
40.3	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	223,049	0.06%	-2,701	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
40.4	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	77,400	0.02%	-294,118	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
40.5	T. Rowe Price Financial Services Fund, Inc. Fund S000002084 · Registered fund · Jun 30, 2026 T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed	46,034	0.01%	+20,080	Jun 30, 2026	T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed
41	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	2,050,196	0.57%	+25,479	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,034,589	0.57%	+6,343	Jun 30, 2026	carried, not yet filed for the newest quarter
43	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,027,267	0.57%	+45,168	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	63,540	0.02%	0	Jun 30, 2026	AQR Funds, not summed
43.2	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	9,717	0.00%	0	Jun 30, 2026	AQR Funds, not summed
43.3	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,213	0.00%	-1	Jun 30, 2026	AQR Funds, not summed
43.4	AQR Large Cap Momentum Style Fund Fund S000025643 · Registered fund · Mar 31, 2026 AQR Funds, not summed	4,233	0.00%	—	Mar 31, 2026	AQR Funds, not summed
43.5	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,233	0.00%	—	Jun 30, 2026	AQR Funds, not summed
44	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,967,031	0.55%	-66,080	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
45	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,904,643	0.53%	+85,925	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	VANGUARD PRIMECAP FUND Fund S000002568 · Registered fund · Jun 30, 2026 VANGUARD CHESTER FUNDS, not summed	848,868	0.24%	+60,000	Jun 30, 2026	VANGUARD CHESTER FUNDS, not summed
45.2	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	333,954	0.09%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
45.3	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	185,171	0.05%	-1,700	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
45.4	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	185,020	0.05%	+23,500	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
45.5	PRIMECAP Odyssey Stock Fund Fund S000005539 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	136,600	0.04%	0	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
46	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,873,151	0.52%	-149,505	Jun 30, 2026	carried, not yet filed for the newest quarter
47	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,815,817	0.51%	+358,018	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	VANGUARD WELLESLEY INCOME FUND Fund S000004405 · Registered fund · Jun 30, 2026 VANGUARD WELLESLEY INCOME FUND, not summed	1,078,513	0.30%	+355,851	Jun 30, 2026	VANGUARD WELLESLEY INCOME FUND, not summed
48	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,815,499	0.51%	+1,478,577	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,791,092	0.50%	+244,913	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Janus Henderson VIT Balanced Portfolio Fund S000010394 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	226,029	0.06%	+23,799	Jun 30, 2026	Janus Aspen Series, not summed
50	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,611,307	0.45%	+1,428,529	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1156375 CUSIP 12572Q105 13F (30d) 447 filings 430 filers Visit website Investor relations