CWEN · Clearway Energy, Inc. · Shareholders & Ownership

$34.10 -0.18 (-0.53%) At close · Nov 6 Play latest call Q2 2026 earnings call transcript

S&P 600 member Russell 1000 member Rebalance outlook locked

Market Cap

$7.00B

205.27M

Volume · Nov 6 1.91M Avg daily vol (3M) 1.27M

Every disclosed holder of CWEN 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 CWEN

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)	478	106,970,131	52.11%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	2	169,356,928	82.50%	Yes
Remaining	—	71,052,207	-34.61%	Negative
Registered funds (N-PORT, not summed)	326	50,334,607	24.52%	No

Shares outstanding: 205,274,852, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 CWEN

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	18,395,824	8.96%	+291,884	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,300,048	3.56%	+2,205,566	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Global Clean Energy ETF Fund S000022498 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,395,029	0.68%	+230,508	Jul 31, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,088,855	0.53%	+356,836	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	494,209	0.24%	+173,547	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	269,320	0.13%	+77,635	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,287,314	3.55%	+65,388	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,459,556	2.66%	+80,275	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,395,381	3.12%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	Clearbridge Investments, LLC 13G CIK 1348883 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,279,011	2.57%	+375,369	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.1	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,612,012	2.73%	+408,041	Jun 30, 2026	carried, not yet filed for the newest quarter
5	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,616,981	2.25%	+142,032	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Neuberger Energy Transition & Infrastructure ETF Fund S000075395 · Registered fund · Jul 31, 2026 Neuberger Berman ETF Trust, not summed	48,785	0.02%	+4,152	Jul 31, 2026	Neuberger Berman ETF Trust, not summed
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,356,248	2.12%	+2,314,682	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	3,307,542	1.61%	+2,484,721	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
6.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	576,354	0.28%	+1,819	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
6.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	277,907	0.14%	+27,080	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
6.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	74,903	0.04%	+5,484	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
6.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	73,581	0.04%	+886	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,115,231	2.00%	+229,005	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,108,943	0.54%	+341,185	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	694,646	0.34%	+247,024	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	64,380	0.03%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	43,026	0.02%	+14,126	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	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	23,346	0.01%	+7,046	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,850,416	1.88%	+1,389,686	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	3,803,609	1.85%	+628,894	Sep 30, 2026
9.1	BNY Mellon Global Infrastructure Income ETF Fund S000077785 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	923,426	0.45%	+234,024	Jul 31, 2026	BNY Mellon ETF Trust, not summed
9.2	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	20,981	0.01%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,612,445	1.76%	-28,846	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	223	0.00%	+68	Jul 31, 2026	E Trade Trust, not summed
11	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,096,937	1.51%	+272,259	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Invesco Solar ETF Fund S000060822 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,212,407	0.59%	-187,631	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.2	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	800,351	0.39%	+162,572	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	135,017	0.07%	-16,605	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	50,826	0.02%	+29,483	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.5	Invesco Russell 1000 Equal Weight ETF Fund S000047524 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	44,580	0.02%	+2,429	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,779,652	1.35%	+824,266	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Energy Income Partners, LLC 13F CIK 1388814 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,433,941	1.19%	+35,518	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	EIP Growth and Income Fund Fund S000013896 · Registered fund · Jul 31, 2026 EIP Investment Trust, not summed	46,630	0.02%	—	Jul 31, 2026	EIP Investment Trust, not summed
14	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,301,213	1.12%	+270,456	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	2,197,954	1.07%	-124,451	Sep 30, 2026
16	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,760,295	0.86%	+514,873	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	1,692,017	0.82%	+46,154	Sep 30, 2026
17.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	455,606	0.22%	+131,562	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	311,565	0.15%	+84,018	Jul 31, 2026	Dimensional ETF Trust, not summed
17.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	130,628	0.06%	+21,418	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	125,847	0.06%	+28,441	Jul 31, 2026	Dimensional ETF Trust, not summed
17.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	98,314	0.05%	+22,076	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,545,365	0.75%	+1,789	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	34,392	0.02%	+379	Jun 30, 2026	Northern Funds, not summed
18.2	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	23,960	0.01%	+3,610	Jun 30, 2026	Northern Funds, not summed
18.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,672	0.00%	+436	Jul 31, 2026	FlexShares Trust, not summed
19	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,482,760	0.72%	-93,177	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Franklin Utilities Fund Fund S000006758 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	1,200,000	0.58%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
19.2	ClearBridge Sustainable Infrastructure ETF Fund S000079010 · Registered fund · Dec 31, 2025 Franklin Templeton ETF Trust, not summed	11,911	0.01%	+1,323	Dec 31, 2025	Franklin Templeton ETF Trust, not summed
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,391,448	0.68%	+433,072	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	Amundi 13F CIK 1330387 · Holding company · Sep 30, 2026	1,255,800	0.61%	+211,250	Sep 30, 2026
22	Neuberger Energy Infrastructure and Income Fund Inc. Fund · Registered fund · Aug 31, 2026 Neuberger Energy Infrastructure and Income Fund Inc., not summed	1,196,000	0.58%	—	Aug 31, 2026	Neuberger Energy Infrastructure and Income Fund Inc., not summed
22.1	abrdn Global Infrastructure Income Fund Fund · Registered fund · Jun 30, 2026 abrdn Global Infrastructure Income Fund, not summed	315,095	0.15%	—	Jun 30, 2026	abrdn Global Infrastructure Income Fund, not summed
22.2	Nuveen Real Asset Income and Growth Fund Fund · Registered fund · Jun 30, 2026 Nuveen Real Asset Income and Growth Fund, not summed	204,387	0.10%	—	Jun 30, 2026	Nuveen Real Asset Income and Growth Fund, not summed
22.3	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	19,411	0.01%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
22.4	Gabelli Utility Trust Fund · Registered fund · Jun 30, 2026 Gabelli Utility Trust, not summed	1,650	0.00%	—	Jun 30, 2026	Gabelli Utility Trust, not summed
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,188,896	0.58%	+575,128	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs Clean Energy Income Fund Fund S000068536 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	40,140	0.02%	+10,831	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
23.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	3,963	0.00%	+15	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
23.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	3,379	0.00%	-10,755	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
23.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	1,350	0.00%	-258	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
24	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,048,357	0.51%	+109,224	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Nuveen Real Asset Income Fund Fund S000033768 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	343,041	0.17%	—	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
24.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	127,070	0.06%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
24.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	118,123	0.06%	+26,156	Jul 31, 2026	TIAA-CREF Funds, not summed
24.4	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	103,072	0.05%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
24.5	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	43,028	0.02%	+8,233	Jul 31, 2026	TIAA-CREF Funds, not summed
25	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,034,429	0.50%	-185,333	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	First Trust North American Energy Infrastructure Fund Fund S000033458 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	1,462,650	0.71%	—	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
25.2	First Trust Utilities AlphaDEX Fund Fund S000017704 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	412,277	0.20%	-156,867	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
25.3	First Trust NASDAQ Clean Edge Green Energy Index Fund Fund S000015169 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	300,109	0.15%	+117,787	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
25.4	FT Energy Income Partners Enhanced Income ETF Fund S000083823 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	204,004	0.10%	+2,299	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
25.5	FT Energy Income Partners Strategy ETF Fund S000077877 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	147,417	0.07%	—	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
26	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	909,064	0.44%	-356,220	Jun 30, 2026	carried, not yet filed for the newest quarter
27	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	907,589	0.44%	+38,290	Jun 30, 2026	carried, not yet filed for the newest quarter
28	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	902,716	0.44%	-105,842	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	835,381	0.41%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · Aug 31, 2026 VANGUARD WORLD FUND, not summed	814,892	0.40%	-7,445	Aug 31, 2026	VANGUARD WORLD FUND, not summed
31	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	779,990	0.38%	+96,986	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
32	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	769,278	0.37%	+27,073	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	767,343	0.37%	+107,575	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Advisors Capital Management, LLC 13F CIK 1345576 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	751,998	0.37%	+16,973	Jun 30, 2026	carried, not yet filed for the newest quarter
35	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	740,263	0.36%	-85,162	Jun 30, 2026	carried, not yet filed for the newest quarter
36	CIBC Bancorp USA Inc. 13F CIK 1711924 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	688,302	0.34%	+100,352	Jun 30, 2026	carried, not yet filed for the newest quarter
37	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	661,923	0.32%	-42,531	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Sep 30, 2026	589,009	0.29%	+559,972	Sep 30, 2026
38.1	Allspring Disciplined Small Cap Fund Fund S000007342 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	11,777	0.01%	—	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
38.2	Allspring Disciplined Large Cap Portfolio Fund S000061896 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	8,608	0.00%	0	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
39	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	584,001	0.28%	-1,532	Sep 30, 2026
39.1	Diversified Real Asset Fund Fund S000028139 · Registered fund · Aug 31, 2026 Principal Funds, Inc, not summed	322,379	0.16%	+1,190	Aug 31, 2026	Principal Funds, Inc, not summed
39.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	89,274	0.04%	+22,584	Jul 31, 2026	Principal Funds, Inc, not summed
39.3	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,712	0.00%	+1,534	Jul 31, 2026	Principal Funds, Inc, not summed
40	TECTONIC ADVISORS LLC 13F CIK 1859918 · Registered investment adviser · Sep 30, 2026	567,137	0.28%	+64,439	Sep 30, 2026
41	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	537,029	0.26%	-217,700	Jun 30, 2026	carried, not yet filed for the newest quarter
42	KING LUTHER CAPITAL MANAGEMENT CORP 13F CIK 310051 · Registered investment adviser · Sep 30, 2026	532,249	0.26%	+1,000	Sep 30, 2026
42.1	LKCM Aquinas Catholic Equity Fund Fund S000004610 · Registered fund · Jun 30, 2026 LKCM Funds, not summed	37,500	0.02%	-2,500	Jun 30, 2026	LKCM Funds, not summed
43	Aberdeen Group plc 13F CIK 1716774 · Holding company · Sep 30, 2026	517,395	0.25%	+6,600	Sep 30, 2026
43.1	abrdn Global Infrastructure Fund Fund S000061518 · Registered fund · Jul 31, 2026 abrdn Funds, not summed	25,500	0.01%	0	Jul 31, 2026	abrdn Funds, not summed
44	RWC Asset Management LLP 13F CIK 1520478 · Registered investment adviser · Sep 30, 2026	512,440	0.25%	+9,660	Sep 30, 2026
44.1	Redwheel Next Generation Power Infrastructure Fund Fund S000087882 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	363,244	0.18%	+46,092	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
45	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	488,730	0.24%	+159,070	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
46	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	464,866	0.23%	+283,134	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	253,787	0.12%	+74,398	Jul 31, 2026	Old Westbury Funds Inc, not summed
46.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	11,305	0.01%	—	Jul 31, 2026	Old Westbury Funds Inc, not summed
47	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	439,112	0.21%	+25,709	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Global X SuperDividend U.S. ETF Fund S000039638 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	378,118	0.18%	+12,129	Jul 31, 2026	GLOBAL X FUNDS, not summed
47.2	Global X U.S. Electrification ETF Fund S000089023 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	42,368	0.02%	+3,935	Jul 31, 2026	GLOBAL X FUNDS, not summed
47.3	Global X Renewable Energy Producers ETF Fund S000049685 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	22,290	0.01%	+2,878	Jul 31, 2026	GLOBAL X FUNDS, not summed
48	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · Aug 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	436,383	0.21%	+23,090	Aug 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
49	WisdomTree U.S. Midcap Dividend Fund Fund S000012393 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	428,779	0.21%	+122,053	Jun 30, 2026	WisdomTree Trust, not summed
50	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	416,262	0.20%	-11,122	Jun 30, 2026	carried, not yet filed for the newest quarter

48 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 1567683 CUSIP 18539C204 13F (30d) 239 filings 215 filers Visit website Investor relations