DELL · Dell Technologies Inc. · Shareholders & Ownership

$452.95 -32.93 (-6.78%) At close · Oct 22

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$287.99B

635.81M

Volume · Oct 22 6.61M Avg daily vol (3M) 7.62M

Every disclosed holder of DELL 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 DELL

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)	2,232	237,914,646	37.42%	Yes
Insiders (Forms 3, 4, 5)	27	36,948,673	5.81%	Yes
13D/G-only blocks	1	37,598,983	5.91%	Yes
Remaining	—	323,350,448	50.86%	Rest
Registered funds (N-PORT, not summed)	958	78,682,605	12.38%	No

Shares outstanding: 635,812,750, 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 DELL

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	Michael S. Dell 13G CIK 908724 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor, not summed	265,674,689	41.79%	-17,495,171	Dec 31, 2025	Rule 13d-1(d), exempt investor, not summed
1.1	DELL MICHAEL S Insider CIK 908724 · Oct 9, 2025 Director, Chief Executive Officer, 10% Owner, issuer-wide	17,538,273	2.76%	-6,253,968	Oct 9, 2025	Director, Chief Executive Officer, 10% Owner, issuer-wide
2	Silver Lake Group, L.L.C. 13D CIK 1418226 · Unknown · Sep 9, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands not summed	42,809,317	6.73%	-3,676,400	Sep 9, 2026	not summed
2.1	Silver Lake Group, L.L.C. Insider CIK 1418226 · Jun 26, 2026 Director, 10% Owner, issuer-wide	1,573,820	0.25%	+72,679	Jun 26, 2026	Director, 10% Owner, issuer-wide
3	Susan L. Dell 13G CIK 1761499 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	37,598,983	5.91%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	24,094,119	3.79%	-655,283	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,978,946	0.63%	+157,131	Jun 30, 2026	iShares Trust, not summed
4.2	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	592,713	0.09%	-25,519	Jun 30, 2026	iShares Trust, not summed
4.3	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	475,569	0.07%	-37,209	Jun 30, 2026	iShares Trust, not summed
4.4	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	372,479	0.06%	-1,450	Jun 30, 2026	iShares Trust, not summed
4.5	iShares U.S. Technology ETF Fund S000004329 · Registered fund · Jul 31, 2026 iShares Trust, not summed	370,154	0.06%	-40,529	Jul 31, 2026	iShares Trust, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,013,637	2.99%	-423,074	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	13,764,359	2.16%	-576,056	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) Technology Select Sector SPDR(R) ETF Fund S000006415 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,997,099	0.31%	-231,618	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
6.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	690,084	0.11%	+65,998	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	351,904	0.06%	+1,997	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	109,300	0.02%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.5	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	55,932	0.01%	+760	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,842,148	1.71%	-3,552,687	Jun 30, 2026	carried, not yet filed for the newest quarter
8	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,437,458	1.64%	+7,355,785	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	9,287,032	1.46%	-257,264	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,668,070	1.21%	-347,443	Jun 30, 2026	carried, not yet filed for the newest quarter
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,651,858	1.20%	-71,104	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,494,874	1.18%	-55,676	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,074,450	1.11%	+426,579	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Global Concentrated Portfolio Fund S000053786 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	56,018	0.01%	—	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
13.2	US Core Portfolio Fund S000053789 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	22,219	0.00%	—	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
13.3	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,026	0.00%	+162	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
13.4	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	564	0.00%	+2	Jul 31, 2026	E Trade Trust, not summed
13.5	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	439	0.00%	+50	Jul 31, 2026	E Trade Trust, not summed
14	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,654,576	0.89%	+1,412,435	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,803,109	0.60%	-32,528	May 31, 2026	Fidelity Concord Street Trust, not summed
14.2	Fidelity High Dividend ETF Fund S000054749 · Registered fund · Jul 31, 2026 Fidelity Covington Trust, not summed	667,461	0.11%	+35,111	Jul 31, 2026	Fidelity Covington Trust, not summed
14.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	561,790	0.09%	-1,541	May 31, 2026	Fidelity Concord Street Trust, not summed
14.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	531,599	0.08%	+359,202	May 31, 2026	Fidelity Rutland Square Trust II, not summed
14.5	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	501,593	0.08%	+272,900	Jul 31, 2026	Fidelity Securities Fund, not summed
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,498,457	0.86%	-1,111,239	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	191,622	0.03%	-27,506	Jun 30, 2026	Goldman Sachs Trust, not summed
15.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	48,446	0.01%	+13,850	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.3	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	35,677	0.01%	-4,477	May 31, 2026	Goldman Sachs Trust, not summed
15.4	Goldman Sachs Equity Income Fund Fund S000009316 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	33,283	0.01%	-401	May 31, 2026	Goldman Sachs Trust, not summed
15.5	Goldman Sachs Income Builder Fund Fund S000009342 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	27,787	0.00%	-14,600	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
16	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,312,543	0.68%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
17	JPMorgan Large Cap Growth Fund Fund S000003856 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	3,895,850	0.61%	—	Jun 30, 2026	JPMorgan Trust II, not summed
18	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,172,196	0.50%	-619,566	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,055,413	0.48%	-5,859,255	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	504,298	0.08%	-641,114	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.2	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	343,453	0.05%	+28,333	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
19.3	Invesco S&P 500 Equal Weight Technology ETF Fund S000060789 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	202,011	0.03%	-176,574	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.4	Invesco Technology Fund Fund S000000160 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	121,574	0.02%	-33,544	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
19.5	Invesco Large Cap Growth ETF Fund S000003054 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	111,169	0.02%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,784,855	0.44%	+4,660	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,765,076	0.43%	-211,938	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	85,969	0.01%	-1,755	Jun 30, 2026	Northern Funds, not summed
21.2	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	18,816	0.00%	+756	Jul 31, 2026	FlexShares Trust, not summed
21.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	8,058	0.00%	+50	Jul 31, 2026	FlexShares Trust, not summed
21.4	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,520	0.00%	-45	Jul 31, 2026	FlexShares Trust, not summed
21.5	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,715	0.00%	—	Jun 30, 2026	Northern Funds, not summed
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	2,586,211	0.41%	-208,191	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	PACE Large Co Growth Equity Investments Fund S000002972 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	23,274	0.00%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
22.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	225	0.00%	-21	May 31, 2026	UBS INVESTMENT TRUST, not summed
22.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	84	0.00%	+2	Jun 30, 2026	UBS FUNDS, not summed
23	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,526,987	0.40%	+1,474,347	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	VANGUARD WELLINGTON FUND Fund S000004406 · Registered fund · May 31, 2026 VANGUARD WELLINGTON FUND, not summed	507,915	0.08%	—	May 31, 2026	VANGUARD WELLINGTON FUND, not summed
23.2	GROWTH PORTFOLIO Fund S000004401 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	48,500	0.01%	—	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
23.3	BALANCED PORTFOLIO Fund S000004390 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	16,305	0.00%	—	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
24	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	2,491,268	0.39%	-240,291	May 31, 2026	VANGUARD WORLD FUND, not summed
25	Michael & Susan Dell Foundation 13F CIK 1599858 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,459,804	0.39%	-222,531	Jun 30, 2026	carried, not yet filed for the newest quarter
26	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,405,246	0.38%	-807,239	Jun 30, 2026	carried, not yet filed for the newest quarter
27	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,390,476	0.38%	-430,816	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	47,300	0.01%	-30,200	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
27.2	LSV Disciplined Value ETF Fund S000089218 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	24,582	0.00%	-5,718	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
27.3	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	5,300	0.00%	-1,600	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
27.4	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	2,700	0.00%	-3,500	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
28	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,320,588	0.37%	-3,780,212	Jun 30, 2026	carried, not yet filed for the newest quarter
29	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,249,000	0.35%	+931,351	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	T. Rowe Price Science & Technology Fund, Inc. Fund S000002119 · Registered fund · Jun 30, 2026 T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC., not summed	361,200	0.06%	+137,500	Jun 30, 2026	T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC., not summed
29.2	T. Rowe Price All-Cap Opportunities Fund Fund S000002104 · Registered fund · Jun 30, 2026 T. Rowe Price All-Cap Opportunities Fund, Inc., not summed	245,200	0.04%	—	Jun 30, 2026	T. Rowe Price All-Cap Opportunities Fund, Inc., not summed
29.3	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	177,135	0.03%	-7,654	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
29.4	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	120,231	0.02%	+24,431	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
29.5	T. Rowe Price U.S. Equity Research ETF Fund S000071604 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	25,052	0.00%	+12,252	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
30	DekaBank Deutsche Girozentrale 13F CIK 1456228 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,239,931	0.35%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
31	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,153,604	0.34%	-18,962	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,097,580	0.33%	-132,922	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,897,841	0.30%	+1,075,653	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	College Retirement Equities Fund - Growth Account Fund S000005082 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	671,710	0.11%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
33.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	333,070	0.05%	+200,954	Jun 30, 2026	College Retirement Equities Fund, not summed
33.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	252,625	0.04%	-6,351	Jul 31, 2026	TIAA-CREF Funds, not summed
33.4	Nuveen Large Cap Growth Fund Fund S000012197 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	191,890	0.03%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
33.5	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	125,425	0.02%	-10,676	Jun 30, 2026	College Retirement Equities Fund, not summed
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,849,073	0.29%	-51,466	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	646,158	0.10%	-12,932	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	316,509	0.05%	+6,144	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	175,809	0.03%	+1,182	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	175,623	0.03%	+159	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	149,666	0.02%	-9,400	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,817,705	0.29%	+34,115	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	23,703	0.00%	-1,199	Jul 31, 2026	BNY Mellon ETF Trust, not summed
36	Silver Lake Technology Investors IV, L.P. Insider CIK 1672565 · Oct 9, 2026 Director, 10% Owner, issuer-wide	1,792,789	0.28%	+7,412	Oct 9, 2026	Director, 10% Owner, issuer-wide
37	Silver Lake Technology Investors V, L.P. Insider CIK 1735863 · Oct 9, 2026 Director, 10% Owner, issuer-wide	1,792,789	0.28%	+7,412	Oct 9, 2026	Director, 10% Owner, issuer-wide
38	CLARKE JEFFREY W Insider CIK 1215588 · Apr 15, 2026 COO & Vice Chairman, issuer-wide	1,787,414	0.28%	-116,000	Apr 15, 2026	COO & Vice Chairman, issuer-wide
39	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,759,400	0.28%	+50,219	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Silver Lake Partners IV, L.P. Insider CIK 1552054 · Oct 15, 2026 Director, 10% Owner, issuer-wide	1,752,007	0.28%	-40,782	Oct 15, 2026	Director, 10% Owner, issuer-wide
41	Silver Lake Partners V DE (AIV), L.P. Insider CIK 1737659 · Oct 15, 2026 Director, 10% Owner, issuer-wide	1,752,007	0.28%	-40,782	Oct 15, 2026	Director, 10% Owner, issuer-wide
42	SL SPV-2, L.P. Insider CIK 1767114 · Oct 15, 2026 Director, 10% Owner, issuer-wide	1,752,007	0.28%	-40,782	Oct 15, 2026	Director, 10% Owner, issuer-wide
43	Durban Egon Insider CIK 1651403 · Sep 23, 2026 Director, issuer-wide	1,735,395	0.27%	+348,791	Sep 23, 2026	Director, issuer-wide
44	SLTA IV (GP), L.L.C. Insider CIK 1672568 · Jul 10, 2026 Director, 10% Owner, issuer-wide	1,635,080	0.26%	+44,581	Jul 10, 2026	Director, 10% Owner, issuer-wide
45	SLTA V (GP), L.L.C. Insider CIK 1737652 · Jul 10, 2026 Director, 10% Owner, issuer-wide	1,635,080	0.26%	+44,581	Jul 10, 2026	Director, 10% Owner, issuer-wide
46	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,632,850	0.26%	-50,414	Jun 30, 2026	carried, not yet filed for the newest quarter
47	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,595,875	0.25%	-1,181,081	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Columbia Intrinsic Value Fund Fund S000031354 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	116,381	0.02%	0	May 31, 2026	Columbia Funds Series Trust II, not summed
47.2	Multi-Manager Large Cap Growth Strategies Fund Fund S000091548 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	53,599	0.01%	+22,760	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
47.3	Columbia Variable Portfolio - Contrarian Core Fund Fund S000036673 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	41,779	0.01%	-21,619	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
47.4	CTIVP - Wellington Large Cap Value Fund Fund S000028692 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	36,129	0.01%	-2,687	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
47.5	Columbia Variable Portfolio - Balanced Fund Fund S000019838 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	26,169	0.00%	-13,068	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
48	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,570,421	0.25%	-105,253	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
49	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,536,502	0.24%	-1,638,387	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	DWS CROCI(R) U.S. Fund Fund S000048744 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	40,844	0.01%	-43,863	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
49.2	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	21,000	0.00%	+486	Aug 31, 2026	DBX ETF Trust, not summed
49.3	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	13,630	0.00%	-15,145	May 29, 2026	DBX ETF Trust, not summed
49.4	Xtrackers Artificial Intelligence and Big Data ETF Fund S000085311 · Registered fund · May 31, 2026 DBX ETF Trust, not summed	9,661	0.00%	+216	May 31, 2026	DBX ETF Trust, not summed
49.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	8,979	0.00%	-592	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
50	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,290,153	0.20%	+548,716	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1571996 CUSIP 24703L202 13F (30d) 661 filings 631 filers Visit website Investor relations