CTAS · Cintas Corp · Shareholders & Ownership

$224.04 +3.89 (+1.77%) At close · Oct 22

S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked

Market Cap

$88.96B

397.08M

Volume · Oct 22 2.26M Avg daily vol (3M) 1.96M

Every disclosed holder of CTAS 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 CTAS

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)	1,474	271,569,286	68.39%	Yes
Insiders (Forms 3, 4, 5)	12	57,653,148	14.52%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	67,852,659	17.09%	Rest
Registered funds (N-PORT, not summed)	824	106,458,556	26.81%	No

Shares outstanding: 397,075,093, 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 CTAS

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	FARMER SCOTT D Insider CIK 1189287 · Aug 10, 2026 Director, Executive Chairman, 10% Owner, issuer-wide	56,043,772	14.11%	-14,996	Aug 10, 2026	Director, Executive Chairman, 10% Owner, issuer-wide
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	26,578,230	6.69%	-391,437	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,678,265	1.18%	+306,912	Jun 30, 2026	iShares Trust, not summed
2.2	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,454,992	0.37%	-68,097	Jul 31, 2026	iShares Trust, not summed
2.3	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,302,311	0.33%	-84,026	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	560,354	0.14%	-26,612	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	434,410	0.11%	+10,336	Jun 30, 2026	iShares Trust, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,210,590	5.59%	+126,185	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	15,818,329	3.98%	+437,986	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,004,398	0.50%	+97,569	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	810,712	0.20%	+96,765	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	536,855	0.14%	+106,181	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	413,719	0.10%	+12,293	Jun 30, 2026	SPDR SERIES 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	127,364	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,578,341	3.42%	+5,185,608	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Invesco NASDAQ 100 ETF Fund S000069448 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,698,863	0.43%	+170,190	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
5.2	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,032,952	0.26%	+182,108	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
5.3	Invesco S&P 500 Quality ETF Fund S000003049 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	606,426	0.15%	-2,128	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
5.4	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	423,680	0.11%	+38,511	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
5.5	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	98,150	0.02%	+91,735	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,447,131	3.39%	+150,706	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,796,269	2.72%	+7,717	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	9,549,575	2.41%	+30,622	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,812,241	2.22%	+174,707	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	Invesco QQQ Trust, Series 1 Fund S000101292 · Registered fund · Jun 30, 2026 Invesco QQQ Trust, Series 1, not summed	8,492,726	2.14%	+68,649	Jun 30, 2026	Invesco QQQ Trust, Series 1, not summed
11	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,323,643	1.59%	-607,524	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	4,349,786	1.10%	+2,666	May 31, 2026	Fidelity Concord Street Trust, not summed
11.2	Fidelity Magellan Fund Fund S000007112 · Registered fund · Jun 30, 2026 Fidelity Magellan Fund, not summed	2,368,936	0.60%	+173,300	Jun 30, 2026	Fidelity Magellan Fund, not summed
11.3	Fidelity SAI U.S. Quality Index Fund Fund S000051137 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,177,553	0.30%	+134,307	Jul 31, 2026	Fidelity Salem Street Trust, not summed
11.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	641,699	0.16%	+3,403	May 31, 2026	Fidelity Concord Street Trust, not summed
11.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	518,930	0.13%	+13,645	May 31, 2026	Fidelity Concord Street Trust, not summed
12	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,750,996	1.45%	+8,646	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	T. Rowe Price Growth Stock Fund, Inc. Fund S000002087 · Registered fund · Jun 30, 2026 T. ROWE PRICE GROWTH STOCK FUND, INC., not summed	1,419,978	0.36%	+54,350	Jun 30, 2026	T. ROWE PRICE GROWTH STOCK FUND, INC., not summed
12.2	T. Rowe Price Blue Chip Growth Fund, Inc. Fund S000002069 · Registered fund · Jun 30, 2026 T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed	621,949	0.16%	-55,799	Jun 30, 2026	T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed
12.3	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	210,230	0.05%	-1,429	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
12.4	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	122,140	0.03%	+2,290	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
12.5	T. Rowe Price Growth Stock ETF Fund S000067977 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	30,618	0.01%	+3,158	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
13	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,698,626	1.18%	+763,354	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	227,811	0.06%	+37,650	May 31, 2026	Goldman Sachs ETF Trust, not summed
13.2	Goldman Sachs Nasdaq-100 Premium Income ETF Fund S000081510 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	48,953	0.01%	-28,846	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
13.3	Goldman Sachs Income Builder Fund Fund S000009342 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	44,835	0.01%	—	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
13.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	37,706	0.01%	+14,725	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
13.5	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	26,369	0.01%	—	Jun 30, 2026	Goldman Sachs Trust, not summed
14	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,361,704	1.10%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
15	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,253,139	1.07%	+18,928	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,164	0.00%	+15	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
15.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	705	0.00%	+33	Jul 31, 2026	E Trade Trust, not summed
15.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	518	0.00%	+126	Jul 31, 2026	E Trade Trust, not summed
15.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	154	0.00%	-2	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
15.5	Permanence Portfolio Fund S000068163 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	16	0.00%	0	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
16	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13F CIK 1009016 · Unknown · Sep 30, 2026	4,167,137	1.05%	-85,350	Sep 30, 2026
17	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,929,102	0.99%	+88,013	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,788,415	0.95%	+1,577,199	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	28,475	0.01%	+30	Jul 31, 2026	BNY Mellon ETF Trust, not summed
19	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,684,478	0.93%	+14,215	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,660,030	0.92%	-171,619	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	100,887	0.03%	-1,062	Jun 30, 2026	Northern Funds, not summed
20.2	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	30,287	0.01%	-1,393	Jul 31, 2026	FlexShares Trust, not summed
20.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,268	0.00%	-124	Jul 31, 2026	FlexShares Trust, not summed
20.4	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,970	0.00%	-108	Jul 31, 2026	FlexShares Trust, not summed
20.5	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,860	0.00%	-124	Jul 31, 2026	FlexShares Trust, not summed
21	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,464,497	0.87%	+1,070,615	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Franklin Rising Dividends Fund Fund S000006858 · Registered fund · Jun 30, 2026 Franklin Managed Trust, not summed	1,800,000	0.45%	-25,000	Jun 30, 2026	Franklin Managed Trust, not summed
21.2	Putnam Large Cap Growth Fund Fund S000003848 · Registered fund · Jul 31, 2026 Putnam Investment Funds, not summed	683,999	0.17%	+245,063	Jul 31, 2026	Putnam Investment Funds, not summed
21.3	Franklin Rising Dividends VIP Fund Fund S000007313 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	105,569	0.03%	-636	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
21.4	Putnam Core Equity Fund Fund S000029796 · Registered fund · Jul 31, 2026 Putnam Funds Trust, not summed	57,680	0.01%	0	Jul 31, 2026	Putnam Funds Trust, not summed
21.5	Putnam VT Large Cap Growth Fund Fund S000003873 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	49,049	0.01%	—	Jun 30, 2026	Putnam Variable Trust, not summed
22	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,750,368	0.69%	+709,611	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,484,784	0.63%	+4,192	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	College Retirement Equities Fund - Growth Account Fund S000005082 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	832,158	0.21%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
23.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	429,548	0.11%	+6,451	Jun 30, 2026	College Retirement Equities Fund, not summed
23.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	278,411	0.07%	-2,854	Jul 31, 2026	TIAA-CREF Funds, not summed
23.4	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	190,701	0.05%	-16,738	Jul 31, 2026	TIAA-CREF Funds, not summed
23.5	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	147,037	0.04%	-4,713	Jun 30, 2026	College Retirement Equities Fund, not summed
24	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,419,289	0.61%	+146,303	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Columbia Cornerstone Growth Fund Fund S000012081 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	301,961	0.08%	+47,610	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
24.2	Columbia Variable Portfolio - Cornerstone Equity Fund Fund S000060079 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	202,941	0.05%	+5,266	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
24.3	Columbia Variable Portfolio - Cornerstone Growth Fund Fund S000019840 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	106,831	0.03%	+15,666	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
24.4	Columbia Cornerstone Equity Fund Fund S000010795 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	92,676	0.02%	-1,258	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
24.5	Columbia Large Cap Growth Opportunity Fund Fund S000010797 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	89,543	0.02%	+36,001	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
25	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,413,313	0.61%	+909,746	Jun 30, 2026	carried, not yet filed for the newest quarter
26	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,403,360	0.61%	-343,995	Jun 30, 2026	carried, not yet filed for the newest quarter
27	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,360,937	0.59%	+1,256	Jun 30, 2026	carried, not yet filed for the newest quarter
28	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,310,001	0.58%	-547,741	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,270,454	0.57%	-76,166	Jun 30, 2026	carried, not yet filed for the newest quarter
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,182,460	0.55%	+105,559	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	760,832	0.19%	+7,671	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	360,320	0.09%	+8,148	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	206,310	0.05%	+5,576	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	200,961	0.05%	+2,855	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	171,281	0.04%	-8,914	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,165,438	0.55%	-236,924	Jun 30, 2026	carried, not yet filed for the newest quarter
32	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,135,782	0.54%	+238,863	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	314,127	0.08%	+5,159	Jul 31, 2026	Dimensional ETF Trust, not summed
32.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	242,454	0.06%	+15,804	Jul 31, 2026	Dimensional ETF Trust, not summed
32.3	U.S. Large Cap Growth Portfolio Fund S000039438 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	171,285	0.04%	+18,719	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	170,603	0.04%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.5	U.S. High Relative Profitability Portfolio Fund S000057237 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	144,568	0.04%	+1,100	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
33	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	2,056,578	0.52%	-98,722	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	225	0.00%	-25	May 31, 2026	UBS INVESTMENT TRUST, not summed
33.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	91	0.00%	+10	Jun 30, 2026	UBS FUNDS, not summed
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,954,126	0.49%	-7,300	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,924,123	0.48%	+15,711	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
36	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,845,784	0.46%	-70,727	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
37	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,794,142	0.45%	-100,645	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Brown Advisory Sustainable Growth Fund Fund S000037789 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	563,238	0.14%	+199,579	Jun 30, 2026	Brown Advisory Funds, not summed
37.2	Brown Advisory Sustainable Growth ETF Fund S000092068 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	63,318	0.02%	+34,265	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
37.3	Brown Advisory Growth Equity Fund Fund S000038479 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	44,507	0.01%	-4,840	Jun 30, 2026	Brown Advisory Funds, not summed
38	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,746,548	0.44%	-421,409	Jun 30, 2026	carried, not yet filed for the newest quarter
39	KING LUTHER CAPITAL MANAGEMENT CORP 13F CIK 310051 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,674,732	0.42%	-39,028	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	LKCM Equity Fund Fund S000004608 · Registered fund · Jun 30, 2026 LKCM Funds, not summed	64,000	0.02%	0	Jun 30, 2026	LKCM Funds, not summed
39.2	LKCM Balanced Fund Fund S000004605 · Registered fund · Jun 30, 2026 LKCM Funds, not summed	8,000	0.00%	0	Jun 30, 2026	LKCM Funds, not summed
40	PARNASSUS INVESTMENTS, LLC 13F CIK 948669 · Registered investment adviser · Sep 30, 2026	1,672,553	0.42%	+1,672,553	Sep 30, 2026
41	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,646,394	0.41%	+568,279	Jun 30, 2026	carried, not yet filed for the newest quarter
42	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,558,274	0.39%	-173,787	Jun 30, 2026	carried, not yet filed for the newest quarter
43	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,542,613	0.39%	+181,620	Jun 30, 2026	carried, not yet filed for the newest quarter
44	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,426,577	0.36%	-158,872	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Ultra Fund Fund S000006195 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	300,000	0.08%	0	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
44.2	Focused Global Growth Fund Fund S000006603 · Registered fund · May 31, 2026 American Century World Mutual Funds, Inc., not summed	50,560	0.01%	—	May 31, 2026	American Century World Mutual Funds, Inc., not summed
45	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,370,595	0.35%	+34,161	Jun 30, 2026	carried, not yet filed for the newest quarter
46	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,337,107	0.34%	-68,139	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	ProShares S&P 500 Dividend Aristocrats ETF Fund S000042349 · Registered fund · May 31, 2026 ProShares Trust, not summed	920,343	0.23%	+68,318	May 31, 2026	ProShares Trust, not summed
46.2	ProShares UltraPro QQQ Fund S000024908 · Registered fund · May 31, 2026 ProShares Trust, not summed	211,318	0.05%	-134,302	May 31, 2026	ProShares Trust, not summed
46.3	ProShares Ultra QQQ Fund S000006827 · Registered fund · May 31, 2026 ProShares Trust, not summed	158,470	0.04%	-6,981	May 31, 2026	ProShares Trust, not summed
46.4	ProShares Ultra S&P500 Fund S000006821 · Registered fund · May 31, 2026 ProShares Trust, not summed	28,682	0.01%	+1,474	May 31, 2026	ProShares Trust, not summed
46.5	ProShares UltraPro S&P500 Fund S000024919 · Registered fund · May 31, 2026 ProShares Trust, not summed	13,036	0.00%	-2,826	May 31, 2026	ProShares Trust, not summed
47	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,302,778	0.33%	+10,096	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
48	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,294,648	0.33%	-79,092	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Alecta Tjanstepension Omsesidigt 13F CIK 1484429 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,275,500	0.32%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
50	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,241,082	0.31%	+67,015	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 723254 CUSIP 172908105 13F (30d) 367 filings 345 filers Visit website Investor relations