CRM · Salesforce, Inc. · Shareholders & Ownership
$248.57
-1.72 (-0.69%)
At close · Oct 23
Return incl. dividend (before tax)
Market Cap
$204.57B
Shares
823.00M
Volume · Oct 23
5.85M
Avg daily vol (3M)
12.45M
Every disclosed holder of CRM 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.
Who Owns CRM
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 698,775,540 | 84.91% |
| Insiders (Forms 3, 4, 5) | 27,342,934 | 3.32% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 96,881,526 | 11.77% |
| Registered funds (N-PORT, not summed) | 260,487,120 | 31.65% |
Shares outstanding: 823,000,000, 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 CRM
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
72,748,909 | ||
| 1.1 |
iShares Core S&P 500 ETF
Fund
S000004310 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
11,253,261 | ||
| 1.2 |
iShares Expanded Tech-Software Sector ETF
Fund
S000004355 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
4,154,345 | ||
| 1.3 |
iShares U.S. Equity Factor Rotation Active ETF
Fund
S000064945 · Registered fund · Jul 31, 2026
BlackRock ETF Trust, not summed
|
2,608,467 | ||
| 1.4 |
iShares Russell 1000 Value ETF
Fund
S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,775,312 | ||
| 1.5 |
iShares S&P 500 Value ETF
Fund
S000004312 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,344,862 | ||
| 2 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
52,065,228 | ||
| 3 |
|
44,869,478 | ||
| 3.1 |
State Street(R) Technology Select Sector SPDR(R) ETF
Fund
S000006415 · Registered fund · Jun 30, 2026
SELECT SECTOR SPDR TRUST, not summed
|
5,647,498 | ||
| 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
|
1,951,102 | ||
| 3.3 |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
Fund
S000006985 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
995,188 | ||
| 3.4 |
State Street Equity 500 Index II Portfolio
Fund
S000046029 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
309,195 | ||
| 3.5 |
ELFUN TRUSTS
Fund
S000011821 · Registered fund · Jun 30, 2026
ELFUN TRUSTS, not summed
|
276,930 | ||
| 4 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
24,701,687 | ||
| 5 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,311,316 | ||
| 5.1 |
Global Strategist Portfolio
Fund
S000004124 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
|
3,146 | ||
| 5.2 |
E*TRADE No Fee Large Cap Index Fund
Fund
S000090720 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
1,851 | ||
| 5.3 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
1,207 | ||
| 5.4 |
Global Strategist Portfolio
Fund
S000004181 · Registered fund · Jun 30, 2026
MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
|
413 | ||
| 5.5 |
Permanence Portfolio
Fund
S000068163 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
|
103 | ||
| 6 |
|
22,041,486 | ||
| 7 |
VANGUARD 500 INDEX FUND
Fund
S000002839 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
21,151,617 | ||
| 8 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,814,297 | ||
| 9 |
HARRIS ASSOCIATES L P
13F
CIK 813917 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,151,269 | ||
| 9.1 |
Oakmark Fund
Fund
S000002758 · Registered fund · Jun 30, 2026
HARRIS ASSOCIATES INVESTMENT TRUST, not summed
|
3,553,000 | ||
| 9.2 |
Oakmark Select Fund
Fund
S000002759 · Registered fund · Jun 30, 2026
HARRIS ASSOCIATES INVESTMENT TRUST, not summed
|
3,413,900 | ||
| 9.3 |
Oakmark Equity and Income Fund
Fund
S000002760 · Registered fund · Jun 30, 2026
HARRIS ASSOCIATES INVESTMENT TRUST, not summed
|
643,900 | ||
| 9.4 |
Oakmark U.S. Large Cap ETF
Fund
S000088867 · Registered fund · Jun 30, 2026
Harris Oakmark ETF Trust, not summed
|
202,693 | ||
| 9.5 |
Oakmark Global Select Fund
Fund
S000013607 · Registered fund · Jun 30, 2026
HARRIS ASSOCIATES INVESTMENT TRUST, not summed
|
198,800 | ||
| 10 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,104,722 | ||
| 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,278,612 | ||
| 12 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,218,090 | ||
| 13 |
Capital Research Global Investors
13F
CIK 1422848 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,742,835 | ||
| 14 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,440,961 | ||
| 15 |
Sanders Capital, LLC
13F
CIK 1508097 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,615,354 | ||
| 16 |
PRICE T ROWE ASSOCIATES INC /MD/
13F
CIK 80255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,424,442 | ||
| 16.1 |
T. Rowe Price U.S. Large-Cap Core Fund, Inc.
Fund
S000026126 · Registered fund · Jun 30, 2026
T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed
|
1,021,038 | ||
| 16.2 |
T. Rowe Price Value Fund, Inc.
Fund
S000002125 · Registered fund · Jun 30, 2026
T. ROWE PRICE VALUE FUND, INC., not summed
|
743,224 | ||
| 16.3 |
T. Rowe Price Equity Income Fund
Fund
S000002076 · Registered fund · Jun 30, 2026
T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
|
595,000 | ||
| 16.4 |
T. Rowe Price Equity Index 500 Fund
Fund
S000002089 · Registered fund · Jun 30, 2026
T. ROWE PRICE INDEX TRUST, INC., not summed
|
501,115 | ||
| 16.5 |
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
|
281,890 | ||
| 17 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,381,826 | ||
| 17.1 |
Fidelity 500 Index Fund
Fund
S000006027 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
11,990,810 | ||
| 17.2 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
1,771,456 | ||
| 17.3 |
Select Software and IT Services Portfolio
Fund
S000007483 · Registered fund · May 31, 2026
Fidelity Select Portfolios, not summed
|
1,571,684 | ||
| 17.4 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
1,431,003 | ||
| 17.5 |
Fidelity Series Stock Selector Large Cap Value Fund
Fund
S000039218 · Registered fund · Jul 31, 2026
Fidelity Devonshire Trust, not summed
|
1,068,260 | ||
| 18 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,994,463 | ||
| 18.1 |
Stock Index Fund
Fund
S000001247 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
243,110 | ||
| 18.2 |
World Selection Index Fund
Fund
S000019579 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
37,175 | ||
| 18.3 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
22,594 | ||
| 18.4 |
FlexShares US Quality Large Cap Index Fund
Fund
S000050614 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
6,272 | ||
| 18.5 |
Income Equity Fund
Fund
S000001269 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
5,333 | ||
| 19 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,844,418 | ||
| 20 |
Capital World Investors
13F
CIK 1422849 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,687,365 | ||
| 21 |
Capital International Investors
13F
CIK 1562230 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,152,033 | ||
| 22 |
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
|
7,953,999 | ||
| 22.1 |
PACE Large Co Value Equity Investments
Fund
S000002971 · Registered fund · Jul 31, 2026
PACE SELECT ADVISORS TRUST, not summed
|
4,900 | ||
| 22.2 |
UBS U.S. Allocation Fund
Fund
S000002487 · Registered fund · May 31, 2026
UBS INVESTMENT TRUST, not summed
|
3,470 | ||
| 22.3 |
UBS GLOBAL ALLOCATION FUND
Fund
S000002979 · Registered fund · Jun 30, 2026
UBS FUNDS, not summed
|
1,181 | ||
| 22.4 |
PACE Alternative Strategies Investments
Fund
S000006035 · Registered fund · Jul 31, 2026
PACE SELECT ADVISORS TRUST, not summed
|
7 | ||
| 23 |
VANGUARD VALUE INDEX FUND
Fund
S000002840 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
7,406,493 | ||
| 24 |
First Eagle Investment Management, LLC
13F
CIK 1325447 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,306,034 | ||
| 24.1 |
First Eagle Global Fund
Fund
S000011211 · Registered fund · Jul 31, 2026
First Eagle Funds, not summed
|
4,973,780 | ||
| 24.2 |
First Eagle U.S. Fund
Fund
S000011213 · Registered fund · Jul 31, 2026
First Eagle Funds, not summed
|
186,274 | ||
| 24.3 |
First Eagle Rising Dividend Fund
Fund
S000011215 · Registered fund · Jul 31, 2026
First Eagle Funds, not summed
|
101,638 | ||
| 24.4 |
First Eagle Global Balanced Fund
Fund
S000035750 · Registered fund · Jul 31, 2026
First Eagle Funds, not summed
|
70,044 | ||
| 25 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,734,189 | ||
| 25.1 |
Columbia Seligman Technology and Information Fund
Fund
S000031370 · Registered fund · May 31, 2026
Columbia Funds Series Trust II, not summed
|
1,073,669 | ||
| 25.2 |
Columbia Select Large Cap Value Fund
Fund
S000031373 · Registered fund · May 31, 2026
Columbia Funds Series Trust II, not summed
|
602,344 | ||
| 25.3 |
Columbia Intrinsic Value Fund
Fund
S000031354 · Registered fund · May 31, 2026
Columbia Funds Series Trust II, not summed
|
535,072 | ||
| 25.4 |
Columbia Variable Portfolio - Select Large Cap Value Fund
Fund
S000019845 · Registered fund · Jun 30, 2026
Columbia Funds Variable Series Trust II, not summed
|
496,150 | ||
| 25.5 |
Columbia Seligman Global Technology Fund
Fund
S000031372 · Registered fund · Jul 31, 2026
Columbia Funds Series Trust II, not summed
|
283,978 | ||
| 26 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,725,383 | ||
| 26.1 |
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
Fund
S000048295 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
162,728 | ||
| 26.2 |
Goldman Sachs Technology Opportunities Fund
Fund
S000009339 · Registered fund · Nov 30, 2025
Goldman Sachs Trust, not summed
|
48,184 | ||
| 26.3 |
Goldman Sachs MarketBeta U.S. Equity ETF
Fund
S000066535 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
44,384 | ||
| 26.4 |
Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Fund
S000075322 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust II, not summed
|
30,104 | ||
| 26.5 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
25,039 | ||
| 27 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,600,642 | ||
| 27.1 |
Schwab U.S. Large-Cap Growth ETF
Fund
S000026633 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
1,994,091 | ||
| 27.2 |
Schwab S&P 500 Index Fund
Fund
S000005911 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
1,827,409 | ||
| 27.3 |
Schwab U.S. Large-Cap ETF
Fund
S000026632 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
995,823 | ||
| 27.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
554,287 | ||
| 27.5 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
495,647 | ||
| 28 |
LOOMIS SAYLES & CO L P
13F
CIK 312348 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,452,463 | ||
| 28.1 |
Loomis Sayles Growth Fund
Fund
S000006699 · Registered fund · Jun 30, 2026
LOOMIS SAYLES FUNDS II, not summed
|
1,573,422 | ||
| 28.2 |
Loomis Sayles Global Allocation Fund
Fund
S000006698 · Registered fund · Jun 30, 2026
LOOMIS SAYLES FUNDS II, not summed
|
41,771 | ||
| 28.3 |
Loomis Sayles Global Growth Fund
Fund
S000053353 · Registered fund · May 31, 2026
Natixis Funds Trust II, not summed
|
9,125 | ||
| 28.4 |
Loomis Sayles High Income Opportunities Fund
Fund
S000006642 · Registered fund · Jun 30, 2026
LOOMIS SAYLES FUNDS I, not summed
|
429 | ||
| 28.5 |
Loomis Sayles Institutional High Income Fund
Fund
S000006644 · Registered fund · Jun 30, 2026
LOOMIS SAYLES FUNDS I, not summed
|
420 | ||
| 29 |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
Fund
S000004452 · Registered fund · May 31, 2026
VANGUARD WORLD FUND, not summed
|
6,248,194 | ||
| 30 |
|
6,085,501 | ||
| 31 |
VANGUARD WINDSOR II FUND
Fund
S000004418 · Registered fund · Jul 31, 2026
VANGUARD WINDSOR FUNDS, not summed
|
6,024,612 | ||
| 32 |
Legal & General Group Plc
13F
CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,919,390 | ||
| 33 |
FIL Ltd
13F
CIK 318989 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,877,934 | ||
| 34 |
Independent Franchise Partners LLP
13F
CIK 1483866 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,818,837 | ||
| 34.1 |
Independent Franchise Partners US Equity Fund
Fund
S000032964 · Registered fund · Jun 30, 2026
Advisers Investment Trust, not summed
|
320,386 | ||
| 35 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,393,386 | ||
| 35.1 |
BNY Mellon US Large Cap Core Equity ETF
Fund
S000067260 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
75,117 | ||
| 36 |
Growth Fund of America
Fund
S000009228 · Registered fund · May 31, 2026
Growth Fund of America, not summed
|
5,084,207 | ||
| 37 |
Alyeska Investment Group, L.P.
13F
CIK 1453072 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,662,005 | ||
| 38 |
Pictet Asset Management Holding SA
13F
CIK 1993888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,554,286 | ||
| 39 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,544,198 | ||
| 40 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,484,194 | ||
| 40.1 |
First Trust Dow Jones Internet Index Fund
Fund
S000012479 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund, not summed
|
1,305,532 | ||
| 40.2 |
FT Vest Rising Dividend Achievers Target Income ETF
Fund
S000077479 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded Fund IV, not summed
|
297,579 | ||
| 40.3 |
First Trust Technology AlphaDEX Fund
Fund
S000017703 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
162,854 | ||
| 40.4 |
FT Vest Technology Dividend Target Income ETF
Fund
S000081278 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded Fund IV, not summed
|
59,630 | ||
| 40.5 |
First Trust Dow 30 Equal Weight ETF
Fund
S000058339 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund, not summed
|
58,311 | ||
| 41 |
VANGUARD INSTITUTIONAL INDEX FUND
Fund
S000002853 · Registered fund · Jun 30, 2026
VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
|
4,441,036 | ||
| 42 |
Grantham, Mayo, Van Otterloo & Co. LLC
13F
CIK 1352662 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,427,933 | ||
| 42.1 |
GMO Quality Fund
Fund
S000004084 · Registered fund · May 31, 2026
GMO TRUST, not summed
|
1,291,136 | ||
| 42.2 |
GMO U.S. Quality ETF
Fund
S000082992 · Registered fund · May 31, 2026
GMO ETF Trust, not summed
|
598,674 | ||
| 42.3 |
GMO Alternative Allocation Fund
Fund
S000065268 · Registered fund · May 31, 2026
GMO TRUST, not summed
|
17,310 | ||
| 43 |
AMCAP Fund
Fund
S000008817 · Registered fund · May 31, 2026
AMCAP Fund, not summed
|
4,038,474 | ||
| 44 |
DEUTSCHE BANK AG\
13F
CIK 948046 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,023,972 | ||
| 44.1 |
DWS Core Equity Fund
Fund
S000005706 · Registered fund · Jun 30, 2026
DEUTSCHE DWS INVESTMENT TRUST, not summed
|
166,130 | ||
| 44.2 |
Xtrackers S&P 500 Scored & Screened ETF
Fund
S000065220 · Registered fund · Aug 31, 2026
DBX ETF Trust, not summed
|
58,858 | ||
| 44.3 |
Xtrackers MSCI USA Climate Action Equity ETF
Fund
S000079909 · Registered fund · May 29, 2026
DBX ETF Trust, not summed
|
48,099 | ||
| 44.4 |
Deutsche DWS Equity 500 Index Portfolio
Fund
S000009010 · Registered fund · Jun 30, 2026
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
|
25,383 | ||
| 44.5 |
Xtrackers S&P 100 Ex Top 20 ETF
Fund
S000077074 · Registered fund · Aug 31, 2026
DBX ETF Trust, not summed
|
14,314 | ||
| 45 |
|
3,884,606 | ||
| 46 |
|
3,875,801 | ||
| 47 |
Fisher Asset Management, LLC
13F
CIK 850529 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,832,253 | ||
| 48 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,820,559 | ||
| 48.1 |
THE U.S. LARGE CAP VALUE SERIES
Fund
S000000993 · Registered fund · Jul 31, 2026
DFA INVESTMENT TRUST CO, not summed
|
842,263 | ||
| 48.2 |
Dimensional U.S. Marketwide Value ETF
Fund
S000075030 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
455,588 | ||
| 48.3 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
308,388 | ||
| 48.4 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
261,735 | ||
| 48.5 |
Dimensional U.S. Equity Market ETF
Fund
S000070902 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
201,501 | ||
| 49 |
VICTORY CAPITAL MANAGEMENT INC
13F
CIK 1040188 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,793,799 | ||
| 49.1 |
VictoryShares Free Cash Flow ETF
Fund
S000080688 · Registered fund · Jun 30, 2026
Victory Portfolios II, not summed
|
1,433,672 | ||
| 49.2 |
Victory Pioneer Multi-Asset Income Fund
Fund
S000089756 · Registered fund · Jul 31, 2026
Victory Portfolios IV, not summed
|
237,746 | ||
| 49.3 |
Victory 500 Index Fund
Fund
S000012915 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
185,871 | ||
| 49.4 |
Victory Pioneer Core Equity Fund
Fund
S000089765 · Registered fund · Jun 30, 2026
Victory Portfolios IV, not summed
|
143,108 | ||
| 49.5 |
Victory Growth Fund
Fund
S000012895 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
112,609 | ||
| 50 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,704,208 | ||
| 50.1 |
Invesco S&P 500 Equal Weight ETF
Fund
S000060812 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
1,090,063 | ||
| 50.2 |
Invesco S&P 500 Equal Weight Technology ETF
Fund
S000060789 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
437,143 | ||
| 50.3 |
Invesco MSCI USA ETF
Fund
S000058746 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
162,457 | ||
| 50.4 |
Invesco S&P 100 Equal Weight ETF
Fund
S000013106 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
152,933 | ||
| 50.5 |
Invesco RAFI US 1000 ETF
Fund
S000011995 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
137,510 |
252 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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Key facts
CIK
1108524
CUSIP
79466L302
13F (30d)
824 filings
787 filers
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