CRBG · Corebridge Financial, Inc. · Shareholders & Ownership

$36.44 +1.40 (+4.00%) Earnings today Q3 2026 earnings call transcript

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$15.62B

445.77M

Volume · Nov 3 1.81M Avg daily vol (3M) 4.67M

Every disclosed holder of CRBG 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 CRBG

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)	467	491,410,811	110.24%	Yes
Insiders (Forms 3, 4, 5)	27	74,951,045	16.81%	Yes
13D/G-only blocks	1	61,962,123	13.90%	Yes
Remaining	—	182,551,457	-40.95%	Negative
Registered funds (N-PORT, not summed)	391	133,484,778	29.94%	No

Shares outstanding: 445,772,522, 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 CRBG

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	NIPPON LIFE INSURANCE CO Insider CIK 905591 · Oct 29, 2026 10% Owner, issuer-wide, not summed	132,116,089	29.64%	+246,521	Oct 29, 2026	10% Owner, issuer-wide, not summed
1.1	NIPPON LIFE INSURANCE CO 13D CIK 905591 · Unknown · Oct 23, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands not summed	131,262,715	29.45%	+4,658,665	Oct 23, 2026	not summed
1.2	NIPPON LIFE INSURANCE CO 13F CIK 905591 · Unknown · Sep 30, 2026	126,111,416	28.29%	+4,155,160	Sep 30, 2026
2	Blackstone Holdings II L.P. 13G CIK 1484870 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	61,962,123	13.90%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
3	Blackstone Inc. 13F CIK 1393818 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	61,962,123	13.90%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Argon Holdco LLC Insider CIK 2017585 · Aug 10, 2026 10% Owner, issuer-wide	47,462,123	10.65%	-14,500,000	Aug 10, 2026	10% Owner, issuer-wide
5	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Sep 30, 2026	33,871,521	7.60%	+81,794	Sep 30, 2026
5.1	Pzena Mid Cap Value Fund Fund S000044707 · Registered fund · Aug 31, 2026 Advisors Series Trust, not summed	93,055	0.02%	0	Aug 31, 2026	Advisors Series Trust, not summed
6	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	25,375,258	5.69%	+25,371,865	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	24,566,188	5.51%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6.2	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	8,284,760	1.86%	—	Jun 30, 2026	iShares Trust, not summed
6.3	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,212,720	0.27%	-84,108	Jun 30, 2026	iShares Trust, not summed
6.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,019,569	0.23%	—	Jun 30, 2026	iShares Trust, not summed
6.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	550,862	0.12%	—	Jun 30, 2026	iShares Trust, not summed
7	HARRIS ASSOCIATES L P 13F CIK 813917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,132,155	5.64%	+167,895	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Oakmark Fund Fund S000002758 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	7,780,000	1.75%	0	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
7.2	Oakmark Equity and Income Fund Fund S000002760 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	2,911,176	0.65%	0	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
7.3	Oakmark Global Fund Fund S000002761 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	843,300	0.19%	0	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
7.4	Oakmark U.S. Large Cap ETF Fund S000088867 · Registered fund · Jun 30, 2026 Harris Oakmark ETF Trust, not summed	373,908	0.08%	-26,771	Jun 30, 2026	Harris Oakmark ETF Trust, not summed
8	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	14,609,508	3.28%	+13,823,607	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	2,804,000	0.63%	+800,000	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
8.2	Fidelity Balanced Fund Fund S000007151 · Registered fund · Aug 31, 2026 Fidelity Puritan Trust, not summed	2,331,959	0.52%	+524,759	Aug 31, 2026	Fidelity Puritan Trust, not summed
8.3	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	1,721,000	0.39%	+1,330,658	Jul 31, 2026	Fidelity Capital Trust, not summed
8.4	Fidelity Series Stock Selector Large Cap Value Fund Fund S000039218 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	1,320,200	0.30%	—	Jul 31, 2026	Fidelity Devonshire Trust, not summed
8.5	Fidelity U.S. Equity Central Fund Fund S000070098 · Registered fund · Jun 30, 2026 Fidelity Central Investment Portfolios LLC, not summed	1,315,600	0.30%	—	Jun 30, 2026	Fidelity Central Investment Portfolios LLC, not summed
9	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	14,211,979	3.19%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	13,773,266	3.09%	0	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
11	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,722,315	2.63%	+2,852,230	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,354,488	0.53%	+563,079	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,985,640	0.45%	+398,189	Jul 31, 2026	Dimensional ETF Trust, not summed
11.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,093,991	0.25%	+18,506	Jul 31, 2026	Dimensional ETF Trust, not summed
11.4	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	822,908	0.18%	+584,149	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	661,339	0.15%	+448,137	Jul 31, 2026	Dimensional ETF Trust, not summed
12	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,644,490	2.61%	+2,564,310	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Hotchkis and Wiley Large Cap Fundamental Value Fund Fund S000006213 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	185,400	0.04%	+58,800	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
12.2	Hotchkis and Wiley Mid-Cap Value Fund Fund S000006214 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	156,500	0.04%	+137,000	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
12.3	Hotchkis and Wiley Large Cap Disciplined Value Fund Fund S000006212 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	32,900	0.01%	+6,600	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
12.4	Hotchkis and Wiley Global Value Fund Fund S000039502 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	14,600	0.00%	+12,900	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
12.5	Hotchkis & Wiley SMID Cap Diversified Value Fund Fund S000091359 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	667	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
13	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,638,242	2.61%	-1,135,526	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,227,996	2.52%	-792,618	Jun 30, 2026	carried, not yet filed for the newest quarter
15	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,509,030	2.36%	-750,051	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,225,288	0.27%	-23,074	Jun 30, 2026	SPDR SERIES TRUST, not summed
15.2	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	507,862	0.11%	-34,964	Jun 30, 2026	SPDR SERIES TRUST, not summed
15.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	371,737	0.08%	-20,489	Jun 30, 2026	SPDR SERIES TRUST, not summed
15.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	86,113	0.02%	-12,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
15.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	52,499	0.01%	+682	Jun 30, 2026	SPDR SERIES TRUST, not summed
16	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,979,132	1.79%	-699,064	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	6,780,436	1.52%	0	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
18	DONALD SMITH & CO., INC. 13F CIK 814375 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,872,642	1.32%	-196,946	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Davis Asset Management, L.P. 13F CIK 1945894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,800,000	1.30%	-4,000	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Castle Hook Partners LP 13F CIK 1687241 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,787,225	1.30%	+5,611,599	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,762,312	1.29%	-532,745	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,069,621	1.14%	-735,953	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	3,600,634	0.81%	-43,122	Jun 30, 2026	MFS SERIES TRUST XI, not summed
22.2	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	131,550	0.03%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
22.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	1,771	0.00%	-191	Jul 31, 2026	MFS Series Trust XV, not summed
23	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,653,328	1.04%	-49,400	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	249,300	0.06%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
24	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,599,594	1.03%	-322,155	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,489,655	1.01%	+493,638	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD SELECTED VALUE FUND Fund S000004409 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	4,287,641	0.96%	-47,860	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
27	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,649,415	0.82%	-359,355	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,474,280	0.78%	-1,848,886	Jun 30, 2026	carried, not yet filed for the newest quarter
29	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,377,415	0.76%	+3,092,877	Jun 30, 2026	carried, not yet filed for the newest quarter
30	TOMS Capital Investment Management LP 13F CIK 1743937 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,075,000	0.69%	+3,075,000	Jun 30, 2026	carried, not yet filed for the newest quarter
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,981,070	0.67%	+303,409	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	388,846	0.09%	+58,186	Jul 31, 2026	FlexShares Trust, not summed
31.2	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	157,387	0.04%	-1,444	Jun 30, 2026	Northern Funds, not summed
31.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	48,822	0.01%	+40,506	Jul 31, 2026	FlexShares Trust, not summed
32	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,784,627	0.62%	-37,285	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,775,374	0.62%	-71,650	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,702,999	0.61%	+2,256,342	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VIKING GLOBAL INVESTORS LP 13F CIK 1103804 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,679,371	0.60%	+2,679,371	Jun 30, 2026	carried, not yet filed for the newest quarter
36	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,387,268	0.54%	+973,374	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	110,700	0.02%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
36.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	12,904	0.00%	+2,949	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
36.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	3,347	0.00%	-2,259	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
36.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	2,750	0.00%	-515	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
37	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,365,842	0.53%	+950,780	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	881	0.00%	-116	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
37.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	676	0.00%	+279	Jul 31, 2026	E Trade Trust, not summed
37.3	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	118	0.00%	-17	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
38	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,349,813	0.53%	+596,195	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	U.S. Strategic Equity Fund Fund S000037466 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	228,942	0.05%	-4,786	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
38.2	U.S. Strategic Equity Fund Fund S000006863 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	48,982	0.01%	-1,539	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
38.3	Sustainable Equity Fund Fund S000001591 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	40,507	0.01%	-2,170	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
38.4	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	32,219	0.01%	-6,975	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
38.5	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	4,908	0.00%	+3,325	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
39	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,181,037	0.49%	+41,216	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	669,595	0.15%	-20,100	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	425,359	0.10%	+101,414	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	258,037	0.06%	-13,487	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	205,642	0.05%	+44,796	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	147,014	0.03%	-5,584	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40	TRUIST FINANCIAL CORP 13F CIK 92230 · Bank · Sep 30, 2026	2,168,697	0.49%	-4,449	Sep 30, 2026
41	VOLORIDGE INVESTMENT MANAGEMENT, LLC 13F CIK 1556921 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,126,904	0.48%	-129,210	Jun 30, 2026	carried, not yet filed for the newest quarter
42	ClearBridge Value Fund Fund S000036164 · Registered fund · Jul 31, 2026 Legg Mason Global Asset Management Trust, not summed	2,000,000	0.45%	-450,000	Jul 31, 2026	Legg Mason Global Asset Management Trust, not summed
43	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,983,495	0.45%	+721,541	Jun 30, 2026	carried, not yet filed for the newest quarter
44	AustralianSuper Pty Ltd 13F CIK 1694164 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,860,030	0.42%	+14,713	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD GLOBAL EQUITY FUND Fund S000002595 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,797,923	0.40%	+731,786	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
46	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,773,308	0.40%	+1,773,308	Jun 30, 2026	carried, not yet filed for the newest quarter
47	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,739,064	0.39%	+921,236	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,642,921	0.37%	+46,507	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,023,312	0.23%	+7,393	Jun 30, 2026	College Retirement Equities Fund, not summed
48.2	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	221,010	0.05%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
48.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	202,495	0.05%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
48.4	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	90,088	0.02%	-18,959	Jul 31, 2026	TIAA-CREF Funds, not summed
48.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	5,247	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
49	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,607,692	0.36%	-113,525	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	46,126	0.01%	-16,904	Jul 31, 2026	BNY Mellon ETF Trust, not summed
50	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,540,136	0.35%	-68,318	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1889539 CUSIP 21871X109 13F (30d) 158 filings 132 filers Visit website Investor relations