DHI · Horton D R Inc · Shareholders & Ownership

$147.48 -0.18 (-0.12%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$41.25B

279.70M

Volume · Oct 23 2.66M Avg daily vol (3M) 2.57M

Every disclosed holder of DHI 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 DHI

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)	1,228	241,321,983	86.28%	Yes
Insiders (Forms 3, 4, 5)	12	1,974,141	0.71%	Yes
13D/G-only blocks	1	22,892,224	8.18%	Yes
Remaining	—	13,512,919	4.83%	Rest
Registered funds (N-PORT, not summed)	760	126,701,847	45.30%	No

Shares outstanding: 279,701,267, 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 DHI

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	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	37,280,759	13.33%	+344,653	Jun 30, 2026	carried, not yet filed for the newest quarter
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	24,974,471	8.93%	-2,868,761	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	22,156,307	7.92%	-6,265,929	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,627,288	1.30%	+162,303	Jun 30, 2026	iShares Trust, not summed
2.3	iShares U.S. Home Construction ETF Fund S000009415 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,508,532	0.90%	-103,038	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,033,668	0.37%	+44,743	Jun 30, 2026	iShares Trust, not summed
2.5	iShares MSCI USA Value Factor ETF Fund S000040205 · Registered fund · Jul 31, 2026 iShares Trust, not summed	563,167	0.20%	-120,227	Jul 31, 2026	iShares Trust, not summed
3	Donald Ryan Horton 13G CIK 1825861 · Unknown · Jun 30, 2026 Rule 13d-1(c), passive investor	22,892,224	8.18%	-3,201,413	Jun 30, 2026	Rule 13d-1(c), passive investor
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,937,322	6.06%	-283,907	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,400,299	4.43%	-166,203	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	12,328,562	4.41%	+353,109	May 31, 2026	Growth Fund of America, not summed
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	12,077,744	4.32%	+218,147	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF Fund S000006408 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,482,608	0.53%	+44,183	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
7.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	629,407	0.23%	+63,783	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S&P(R) Homebuilders ETF Fund S000010019 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	329,483	0.12%	-25,853	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	320,844	0.11%	+3,629	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	100,497	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	10,008,546	3.58%	-203,718	Jun 30, 2026	American Balanced Fund, not summed
9	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,440,491	3.38%	-323,107	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,447,804	1.23%	-37,404	May 31, 2026	Fidelity Concord Street Trust, not summed
9.2	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	2,895,940	1.04%	-19,782	Jun 30, 2026	Fidelity Contrafund, not summed
9.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	952,344	0.34%	-6,149	Jul 31, 2026	Fidelity Salem Street Trust, not summed
9.4	Fidelity Dividend Growth Fund Fund S000007197 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	717,300	0.26%	+315,500	Jul 31, 2026	Fidelity Securities Fund, not summed
9.5	Fidelity Contrafund K6 Fund S000057289 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	626,467	0.22%	-53,723	Jun 30, 2026	Fidelity Contrafund, not summed
10	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	8,539,286	3.05%	0	Jul 31, 2026	Washington Mutual Investors Fund, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,102,590	2.90%	-179,187	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,224,096	2.58%	-50,778	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,833,445	2.44%	-12,423	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,686,635	2.03%	+1,028,889	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,530,277	1.98%	-100,641	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	3,896,941	1.39%	0	Jun 30, 2026	American Funds Fundamental Investors, not summed
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,696,034	1.32%	-147,834	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	841	0.00%	-7,412	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
17.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	575	0.00%	+76	Jul 31, 2026	E Trade Trust, not summed
17.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	360	0.00%	+34	Jul 31, 2026	E Trade Trust, not summed
17.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	111	0.00%	-1,043	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,554,668	1.27%	+28,705	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	186,387	0.07%	+5,484	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	23,271	0.01%	+7,992	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
18.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	23,209	0.01%	+3,191	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.4	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	22,298	0.01%	-26,676	Jul 31, 2026	Goldman Sachs Trust, not summed
18.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	14,472	0.01%	+4,902	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
19	GREENHAVEN ASSOCIATES INC 13F CIK 846222 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,505,800	1.25%	+38,880	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,471,522	1.24%	+73,350	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,269,964	0.45%	+86,891	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.2	Invesco Main Street Fund Fund S000064632 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	434,144	0.16%	+16,139	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
20.3	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	224,431	0.08%	+41,007	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.4	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	218,149	0.08%	+4,057	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
20.5	Invesco Charter Fund Fund S000000277 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	138,515	0.05%	0	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
21	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,247,214	1.16%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
22	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,123,368	1.12%	+41,696	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	694,388	0.25%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
22.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	295,911	0.11%	-834	Jul 31, 2026	Dimensional ETF Trust, not summed
22.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	237,364	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
22.4	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	176,155	0.06%	+1,003	Jul 31, 2026	Dimensional ETF Trust, not summed
22.5	Dimensional US Large Cap Value ETF Fund S000078987 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	154,373	0.06%	-12	Jul 31, 2026	Dimensional ETF Trust, not summed
23	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,930,736	1.05%	-295,950	Jun 30, 2026	carried, not yet filed for the newest quarter
24	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	2,903,786	1.04%	+122,434	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	193	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
24.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	79	0.00%	+12	Jun 30, 2026	UBS FUNDS, not summed
24.3	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	8	0.00%	-113	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
25	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,862,742	1.02%	-89,176	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Franklin Rising Dividends Fund Fund S000006858 · Registered fund · Jun 30, 2026 Franklin Managed Trust, not summed	1,620,000	0.58%	0	Jun 30, 2026	Franklin Managed Trust, not summed
25.2	Putnam Sustainable Leaders Fund Fund S000006295 · Registered fund · Jun 30, 2026 Putnam Sustainable Leaders Fund, not summed	464,500	0.17%	0	Jun 30, 2026	Putnam Sustainable Leaders Fund, not summed
25.3	Franklin Rising Dividends VIP Fund Fund S000007313 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	95,327	0.03%	+619	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
25.4	Putnam VT Sustainable Leaders Fund Fund S000003884 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	65,200	0.02%	+600	Jun 30, 2026	Putnam Variable Trust, not summed
25.5	Franklin Mutual U.S. Mid Cap Value Fund Fund S000007352 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	23,962	0.01%	0	Jul 31, 2026	Franklin Value Investors Trust, not summed
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,746,152	0.98%	-55,531	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	78,155	0.03%	+2,788	Jun 30, 2026	Northern Funds, not summed
26.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	12,198	0.00%	+23	Jun 30, 2026	Northern Funds, not summed
26.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,612	0.00%	+374	Jul 31, 2026	FlexShares Trust, not summed
26.4	Multi-Manager Global Real Estate Fund Fund S000024145 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,366	0.00%	-1,449	Jun 30, 2026	Northern Funds, not summed
27	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,435,507	0.87%	+23,581	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Growth Fund Fund S000008791 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	2,048,040	0.73%	0	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,035,785	0.73%	+11,771	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	589,451	0.21%	-8,931	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	286,692	0.10%	-3,374	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	285,239	0.10%	+3,676	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	159,890	0.06%	+1,617	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	159,099	0.06%	-306	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,020,121	0.72%	-135,460	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Equity Income Fund Fund S000014240 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,404,011	0.50%	-49,052	Jul 31, 2026	Principal Funds, Inc, not summed
30.2	Principal Capital Appreciation Fund Fund S000014238 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	127,751	0.05%	-54,890	Jul 31, 2026	Principal Funds, Inc, not summed
30.3	Equity Income Account Fund S000014083 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	127,160	0.05%	-1,235	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
30.4	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	54,356	0.02%	-2,374	Jul 31, 2026	Principal Funds, Inc, not summed
30.5	LargeCap S&P 500 Index Account Fund S000007660 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	9,942	0.00%	-1,196	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,806,802	0.65%	-31,491	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	21,923	0.01%	+22	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,723,136	0.62%	+39,468	Jun 30, 2026	carried, not yet filed for the newest quarter
33	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,644,845	0.59%	-28,354	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,639,226	0.59%	-55,676	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,566,685	0.56%	+487,376	Jun 30, 2026	carried, not yet filed for the newest quarter
36	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,528,245	0.55%	-3,266,812	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,492,167	0.53%	-18,854	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,472,751	0.53%	-35,123	Jun 30, 2026	carried, not yet filed for the newest quarter
39	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,455,418	0.52%	+508,041	Jun 30, 2026	carried, not yet filed for the newest quarter
40	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,446,554	0.52%	+388,964	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,432,278	0.51%	-86,303	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
42	Smead Capital Management, Inc. 13F CIK 1427008 · Registered investment adviser · Sep 30, 2026	1,396,714	0.50%	-17,507	Sep 30, 2026
42.1	Smead Value Fund Fund S000047006 · Registered fund · May 29, 2026 Smead Funds Trust, not summed	1,172,380	0.42%	-209,085	May 29, 2026	Smead Funds Trust, not summed
43	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,378,167	0.49%	-85,988	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Pacer US Cash Cows 100 ETF Fund S000055466 · Registered fund · Jul 31, 2026 Pacer Funds Trust, not summed	1,342,602	0.48%	-84,830	Jul 31, 2026	Pacer Funds Trust, not summed
45	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,307,833	0.47%	-295,112	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Capital Group Growth ETF Fund S000074246 · Registered fund · May 31, 2026 Capital Group Growth ETF, not summed	1,301,664	0.47%	+207,330	May 31, 2026	Capital Group Growth ETF, not summed
47	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,234,507	0.44%	+47,901	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	DWS CROCI(R) U.S. Fund Fund S000048744 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	69,714	0.02%	-7,706	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
47.2	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	19,120	0.01%	+690	Aug 31, 2026	DBX ETF Trust, not summed
47.3	DWS CROCI(R) U.S. VIP Fund S000006255 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES II, not summed	14,029	0.01%	-1,729	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES II, not summed
47.4	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	8,211	0.00%	-455	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
47.5	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	5,867	0.00%	+1,499	Aug 31, 2026	DBX ETF Trust, not summed
48	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,151,603	0.41%	-396,540	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	86,330	0.03%	-99,470	Jun 30, 2026	AQR Funds, not summed
48.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	58,734	0.02%	-23,800	Jun 30, 2026	AQR Funds, not summed
48.3	AQR MS Fusion HV Fund Fund S000093174 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,841	0.00%	+1,307	Jun 30, 2026	AQR Funds, not summed
48.4	AQR MS Fusion Fund Fund S000093173 · Registered fund · Jun 30, 2026 AQR Funds, not summed	413	0.00%	-58	Jun 30, 2026	AQR Funds, not summed
48.5	AQR LSE Fusion Fund Fund S000093171 · Registered fund · Jun 30, 2026 AQR Funds, not summed	299	0.00%	-29	Jun 30, 2026	AQR Funds, not summed
49	Capital World Growth & Income Fund Fund S000009001 · Registered fund · May 31, 2026 Capital World Growth & Income Fund, not summed	1,144,274	0.41%	0	May 31, 2026	Capital World Growth & Income Fund, not summed
50	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,083,958	0.39%	-201,062	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 882184 CUSIP 23331A109 13F (30d) 279 filings 267 filers Visit website Investor relations