CMS · Cms Energy Corp · Shareholders & Ownership

$69.58 -0.72 (-1.02%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$21.82B

313.58M

Volume · Oct 23 3.24M Avg daily vol (3M) 3.81M

Every disclosed holder of CMS 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 CMS

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)	824	316,268,518	100.86%	Yes
Insiders (Forms 3, 4, 5)	22	1,778,436	0.57%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,469,818	-1.43%	Negative
Registered funds (N-PORT, not summed)	713	145,282,465	46.33%	No

Shares outstanding: 313,577,136, 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 CMS

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	33,068,880	10.55%	-494,694	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	4,249,878	1.36%	+308,525	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	3,006,556	0.96%	-10,158	Jul 31, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,262,169	0.40%	+107,275	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	912,857	0.29%	+139,001	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	687,838	0.22%	-5,200	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	20,166,948	6.43%	+289,651	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,050,893	6.08%	+257,548	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	17,705,946	5.65%	-393,087	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Utilities Select Sector SPDR(R) ETF Fund S000006416 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	5,026,781	1.60%	-230,057	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
4.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	736,435	0.23%	+92,253	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	374,621	0.12%	+13,840	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street U.S. Core Equity Fund Fund S000071466 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	122,007	0.04%	-24,282	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	109,455	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	16,409,389	5.23%	+569,705	Jun 30, 2026	carried, not yet filed for the newest quarter
6	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	12,158,296	3.88%	+5,502,352	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	VANGUARD WELLESLEY INCOME FUND Fund S000004405 · Registered fund · Jun 30, 2026 VANGUARD WELLESLEY INCOME FUND, not summed	2,117,039	0.68%	-273,105	Jun 30, 2026	VANGUARD WELLESLEY INCOME FUND, not summed
6.2	VANGUARD ENERGY OPPORTUNITIES FUND Fund S000002921 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	188,376	0.06%	—	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
6.3	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	129,112	0.04%	—	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	9,806,317	3.13%	+104,985	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,740,533	2.79%	+212,380	Jun 30, 2026	carried, not yet filed for the newest quarter
9	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	8,082,021	2.58%	+336,707	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	9,773	0.00%	-109	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
9.2	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	7,545	0.00%	-11	Aug 31, 2026	DBX ETF Trust, not summed
9.3	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	5,081	0.00%	0	Aug 31, 2026	DBX ETF Trust, not summed
9.4	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	4,298	0.00%	+68	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
9.5	Xtrackers MSCI Kokusai Equity ETF Fund S000067508 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	2,904	0.00%	-25	Aug 31, 2026	DBX ETF Trust, not summed
10	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,005,094	2.55%	+217,451	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 13F CIK 1694217 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,882,550	2.51%	-252,677	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,616,465	2.43%	-28,732	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,536,336	0.81%	+312,096	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12.2	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,124,610	0.36%	-208,531	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
12.3	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	383,157	0.12%	-52,021	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
12.4	Invesco Rising Dividends Fund Fund S000064633 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	286,417	0.09%	0	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
12.5	Invesco S&P 500 Equal Weight Utilities ETF Fund S000060790 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	234,059	0.07%	-11,706	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,242,159	2.31%	-388,214	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	MFS Massachusetts Investors Growth Stock Fund Fund S000000695 · Registered fund · May 31, 2026 MFS Massachusetts Investors Growth Stock Fund, not summed	2,536,644	0.81%	-252,993	May 31, 2026	MFS Massachusetts Investors Growth Stock Fund, not summed
13.2	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	2,112,698	0.67%	-25,302	Jun 30, 2026	MFS SERIES TRUST XI, not summed
13.3	MFS Massachusetts Investors Growth Stock Portfolio Fund S000002639 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST II, not summed	240,281	0.08%	-8,882	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST II, not summed
13.4	MFS Global Growth Fund Fund S000002490 · Registered fund · Jul 31, 2026 MFS Series Trust VIII, not summed	207,523	0.07%	-10,342	Jul 31, 2026	MFS Series Trust VIII, not summed
13.5	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	78,025	0.02%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
14	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,693,470	2.13%	+75,826	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,595,840	2.10%	-243,422	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	3,665,000	1.17%	+65,000	Jun 30, 2026	Victory Portfolios, not summed
15.2	Victory Pioneer Core Equity Fund Fund S000089765 · Registered fund · Jun 30, 2026 Victory Portfolios IV, not summed	621,631	0.20%	0	Jun 30, 2026	Victory Portfolios IV, not summed
15.3	VictoryShares US EQ Income Enhanced Volatility Wtd ETF Fund S000044753 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	148,490	0.05%	-6,670	Jun 30, 2026	Victory Portfolios II, not summed
15.4	Victory Pioneer Equity Income Fund Fund S000089763 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	117,929	0.04%	-112,397	Jul 31, 2026	Victory Portfolios IV, not summed
15.5	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	95,903	0.03%	+6,137	Jun 30, 2026	Victory Portfolios II, not summed
16	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,461,250	2.06%	+1,530,673	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Columbia Dividend Income Fund Fund S000012079 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	2,493,226	0.80%	-23,986	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
16.2	CTIVP - Victory Sycamore Established Value Fund Fund S000019850 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	97,700	0.03%	+4,400	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
16.3	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	91,163	0.03%	-6	May 31, 2026	Columbia Funds Series Trust II, not summed
16.4	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	65,047	0.02%	—	Jul 31, 2026	Columbia ETF Trust I, not summed
16.5	Columbia Large Cap Index Fund Fund S000010825 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	14,365	0.00%	-1,029	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
17	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,302,655	1.69%	+5,302,655	Jun 30, 2026	carried, not yet filed for the newest quarter
18	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,245,081	1.67%	-176,993	Jun 30, 2026	carried, not yet filed for the newest quarter
19	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,844,029	1.54%	+65,496	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	216,835	0.07%	+34,681	May 31, 2026	Goldman Sachs Trust, not summed
19.2	Goldman Sachs Income Builder Fund Fund S000009342 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	144,933	0.05%	-5,815	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
19.3	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	120,368	0.04%	-18,240	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.4	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	90,071	0.03%	-45,237	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
19.5	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	87,378	0.03%	-457	May 31, 2026	Goldman Sachs Trust, not summed
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,837,123	1.54%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	GQG Partners LLC 13F CIK 1697233 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,750,161	1.51%	+337,588	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	GQG PARTNERS GLOBAL QUALITY EQUITY FUND Fund S000065108 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	444,865	0.14%	+65,099	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
21.2	GQG Partners US Quality Value Fund Fund S000072429 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	69,924	0.02%	0	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
22	JPMorgan Equity Income Fund Fund S000003846 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	4,338,508	1.38%	-147,625	Jun 30, 2026	JPMorgan Trust II, not summed
23	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,268,534	1.36%	+101,719	Jun 30, 2026	carried, not yet filed for the newest quarter
24	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,070,310	1.30%	-643,689	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	972	0.00%	+18	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
24.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	562	0.00%	+118	Jul 31, 2026	E Trade Trust, not summed
24.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	473	0.00%	+207	Jul 31, 2026	E Trade Trust, not summed
24.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	129	0.00%	0	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
25	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,533,370	1.13%	-135,162	Jun 30, 2026	carried, not yet filed for the newest quarter
26	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,186,256	1.02%	+77,402	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	414	0.00%	-8	May 31, 2026	UBS INVESTMENT TRUST, not summed
26.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	197	0.00%	+54	Jun 30, 2026	UBS FUNDS, not summed
27	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	3,120,028	1.00%	—	Jul 31, 2026	Washington Mutual Investors Fund, not summed
28	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,937,620	0.94%	+102,936	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,655,502	0.85%	-380,691	Jun 30, 2026	carried, not yet filed for the newest quarter
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,646,188	0.84%	-78,979	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	91,206	0.03%	-780	Jun 30, 2026	Northern Funds, not summed
30.2	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	33,876	0.01%	—	Jun 30, 2026	Northern Funds, not summed
30.3	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,325	0.00%	0	Jun 30, 2026	Northern Funds, not summed
30.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,450	0.00%	+366	Jul 31, 2026	FlexShares Trust, not summed
31	Magellan Asset Management Ltd 13F CIK 1536105 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,539,050	0.81%	+519,096	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	MFG Core Infrastructure Fund Fund S000035417 · Registered fund · Jun 30, 2026 MFG Funds, Inc., not summed	16,241	0.01%	-660	Jun 30, 2026	MFG Funds, Inc., not summed
32	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,475,430	0.79%	-108,899	Jun 30, 2026	carried, not yet filed for the newest quarter
33	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,434,795	0.78%	-873,921	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Lord Abbett Dividend Growth Fund Fund S000006998 · Registered fund · May 31, 2026 LORD ABBETT RESEARCH FUND INC, not summed	893,490	0.28%	0	May 31, 2026	LORD ABBETT RESEARCH FUND INC, not summed
33.2	LORD ABBETT AFFILIATED FUND INC Fund S000006806 · Registered fund · Jul 31, 2026 LORD ABBETT AFFILIATED FUND INC, not summed	466,533	0.15%	-653,043	Jul 31, 2026	LORD ABBETT AFFILIATED FUND INC, not summed
33.3	Lord Abbett Fundamental Equity Fund Fund S000007138 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	370,140	0.12%	-63,570	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
33.4	LORD ABBETT MID CAP STOCK FUND INC Fund S000001450 · Registered fund · Jun 30, 2026 LORD ABBETT MID CAP STOCK FUND INC, not summed	243,745	0.08%	-42,720	Jun 30, 2026	LORD ABBETT MID CAP STOCK FUND INC, not summed
33.5	Lord Abbett Value Opportunities Fund Fund S000007144 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	199,437	0.06%	-2,491	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
34	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,415,234	0.77%	-119,455	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	25,360	0.01%	+26	Jul 31, 2026	BNY Mellon ETF Trust, not summed
35	Capital Income Builder Fund S000009000 · Registered fund · Jul 31, 2026 Capital Income Builder, not summed	2,374,521	0.76%	—	Jul 31, 2026	Capital Income Builder, not summed
36	PARNASSUS INVESTMENTS, LLC 13F CIK 948669 · Registered investment adviser · Sep 30, 2026	2,297,350	0.73%	+77,615	Sep 30, 2026
36.1	Parnassus Value Equity Fund Fund S000000855 · Registered fund · Jun 30, 2026 Parnassus Funds, not summed	1,173,660	0.37%	+221,605	Jun 30, 2026	Parnassus Funds, not summed
36.2	Parnassus Mid Cap Fund Fund S000000853 · Registered fund · Jun 30, 2026 Parnassus Funds, not summed	1,038,509	0.33%	+37,351	Jun 30, 2026	Parnassus Funds, not summed
36.3	Parnassus Value Select ETF Fund S000089217 · Registered fund · Jun 30, 2026 Parnassus Funds II, not summed	7,566	0.00%	—	Jun 30, 2026	Parnassus Funds II, not summed
37	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,175,714	0.69%	-819,649	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	2,152,837	0.69%	—	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
39	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	2,118,237	0.68%	+80,995	May 31, 2026	VANGUARD WORLD FUND, not summed
40	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,110,447	0.67%	+54,991	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	688,699	0.22%	+9,796	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
40.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	323,959	0.10%	+8,382	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	187,816	0.06%	+7,718	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
40.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	182,352	0.06%	+5,597	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40.5	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	166,231	0.05%	-1,779	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,984,139	0.63%	-7,778	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
42	REAVES W H & CO INC 13F CIK 740913 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,909,154	0.61%	-205,100	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	1,857,999	0.59%	+1,059,542	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	454,774	0.15%	—	Jun 30, 2026	AQR Funds, not summed
43.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	42,743	0.01%	—	Jun 30, 2026	AQR Funds, not summed
43.3	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	39,075	0.01%	+21,605	Jun 30, 2026	AQR Funds, not summed
43.4	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,775	0.00%	—	Jun 30, 2026	AQR Funds, not summed
43.5	AQR MS Fusion Fund Fund S000093173 · Registered fund · Jun 30, 2026 AQR Funds, not summed	723	0.00%	—	Jun 30, 2026	AQR Funds, not summed
44	JPMorgan Mid Cap Value Fund Fund S000004475 · Registered fund · Jun 30, 2026 J.P. Morgan Fleming Mutual Fund Group, Inc., not summed	1,808,037	0.58%	-336,550	Jun 30, 2026	J.P. Morgan Fleming Mutual Fund Group, Inc., not summed
45	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,767,768	0.56%	+7,990	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Franklin Utilities Fund Fund S000006758 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	1,600,300	0.51%	+300	Jun 30, 2026	Franklin Custodian Funds, not summed
45.2	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	17,881	0.01%	+1,875	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
45.3	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	14,119	0.00%	+1,656	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
45.4	Franklin U.S. Equity Index ETF Fund S000053154 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	9,090	0.00%	+1,005	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
45.5	Putnam Dynamic Asset Allocation Conservative Fund Fund S000000779 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	2,882	0.00%	+329	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
46	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,747,845	0.56%	+27,442	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
47	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,734,843	0.55%	+11,137	Jun 30, 2026	carried, not yet filed for the newest quarter
48	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,704,029	0.54%	+1,332,474	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Carillon Eagle Growth & Income Fund Fund S000058958 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	112,782	0.04%	—	Jun 30, 2026	Carillon Series Trust, not summed
48.2	Carillon Chartwell Mid Cap Value Fund Fund S000075960 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	4,645	0.00%	0	Jun 30, 2026	Carillon Series Trust, not summed
49	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,703,575	0.54%	-182,496	Jun 30, 2026	carried, not yet filed for the newest quarter
50	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,688,159	0.54%	-907,816	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	189,612	0.06%	-81	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
50.2	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	161,446	0.05%	-23,083	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
50.3	T. Rowe Price Hedged Equity Fund Fund S000080479 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	87,343	0.03%	-6,617	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
50.4	T. Rowe Price U.S. Equity Research ETF Fund S000071604 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	38,122	0.01%	+13,730	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
50.5	T. Rowe Price Capital Appreciation Premium Income ETF Fund S000089785 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	20,346	0.01%	+622	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed

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Key facts CIK 811156 CUSIP 125896100 13F (30d) 169 filings 157 filers Visit website Investor relations