DKS · Dick's Sporting Goods, Inc. · Shareholders & Ownership

$143.08 -0.69 (-0.48%) At close · Oct 20

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$12.72B

88.93M

Volume · Oct 20 2.51M Avg daily vol (3M) 3.26M

Every disclosed holder of DKS 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 DKS

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)	777	68,359,295	76.87%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	4	52,379,841	58.90%	Yes
Remaining	—	31,812,580	-35.77%	Negative
Registered funds (N-PORT, not summed)	465	28,074,160	31.57%	No

Shares outstanding: 88,926,556, 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 DKS

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	Stack Michael E. Insider CIK 2100028 · Apr 3, 2026 10% Owner, issuer-wide, not summed	12,094,446	13.60%	+1,303	Apr 3, 2026	10% Owner, issuer-wide, not summed
1.1	Michael E. Stack 13D CIK 2100028 · Unknown · Mar 12, 2026	12,090,815	13.60%	—	Mar 12, 2026
2	Overbrook235 LLC 13D CIK 2099646 · Unknown · Mar 12, 2026	12,056,390	13.56%	—	Mar 12, 2026
2.1	Overbrook235 LLC Insider CIK 2099646 · Mar 12, 2026 10% Owner, issuer-wide, not summed	12,056,390	13.56%	—	Mar 12, 2026	10% Owner, issuer-wide, not summed
3	STACK EDWARD W Insider CIK 1198911 · Jun 24, 2026 Director, Executive Chairman, 10% Owner, issuer-wide, not summed	8,082,222	9.09%	—	Jun 24, 2026	Director, Executive Chairman, 10% Owner, issuer-wide, not summed
3.1	Edward W. Stack 13G CIK 1198911 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor	16,002,259	17.99%	—	Dec 31, 2025	Rule 13d-1(d), exempt investor
4	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,673,983	8.63%	-1,137,916	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,673,983	8.63%	-817,965	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	VANGUARD WELLESLEY INCOME FUND Fund S000004405 · Registered fund · Jun 30, 2026 VANGUARD WELLESLEY INCOME FUND, not summed	1,053,810	1.19%	-218,628	Jun 30, 2026	VANGUARD WELLESLEY INCOME FUND, not summed
4.3	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	108,196	0.12%	0	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
5	BlackRock, Inc. 13G CIK 2012383 · Holding company · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,640,299	7.47%	+1,119,106	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,619,288	7.44%	+5,052	Jun 30, 2026	carried, not yet filed for the newest quarter
5.2	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,254,483	2.54%	+54,304	Jun 30, 2026	iShares Trust, not summed
5.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	260,429	0.29%	+18,516	Jun 30, 2026	iShares Trust, not summed
5.4	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	198,035	0.22%	-4,799	Jun 30, 2026	iShares Trust, not summed
5.5	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	157,840	0.18%	-3,448	Jun 30, 2026	iShares Trust, not summed
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,680,171	5.26%	-709,530	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	699,192	0.79%	+54,557	May 31, 2026	Fidelity Rutland Square Trust II, not summed
6.2	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	509,211	0.57%	0	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
6.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	342,670	0.39%	-3,542	May 31, 2026	Fidelity Concord Street Trust, not summed
6.4	Fidelity Series Stock Selector Large Cap Value Fund Fund S000039218 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	283,300	0.32%	-64,700	Jul 31, 2026	Fidelity Devonshire Trust, not summed
6.5	Fidelity Equity-Income Fund Fund S000006064 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	258,599	0.29%	0	Jul 31, 2026	Fidelity Devonshire Trust, not summed
7	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,514,791	5.08%	+1,132,319	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	MANAGED ACCOUNT ADVISORS, LLC 13G CIK 1418660 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,667,120	4.12%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,296,277	3.71%	-21,571	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,864,399	3.22%	+5,818	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	2,520,435	2.83%	-324,391	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,422,856	2.72%	+19,125	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	333,448	0.38%	+9,071	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	60,651	0.07%	-617	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	40,758	0.05%	+496	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.4	State Street(R) SPDR(R) S&P(R) Retail ETF Fund S000012322 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	23,956	0.03%	+7,970	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	21,962	0.02%	-300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,987,040	2.23%	-10,369	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Darsana Capital Partners LP 13F CIK 1609098 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,500,000	1.69%	+125,000	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Sachem Head Capital Management LP 13F CIK 1582090 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,490,000	1.68%	-115,000	Jun 30, 2026	carried, not yet filed for the newest quarter
15	MAVERICK CAPITAL LTD 13F CIK 934639 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,473,873	1.66%	+428,970	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,434,244	1.61%	-20,230	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,357,930	1.53%	+723,056	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Equity Income Fund Fund S000014240 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	581,376	0.65%	—	Jul 31, 2026	Principal Funds, Inc, not summed
17.2	Small-MidCap Dividend Income Fund Fund S000032942 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	132,095	0.15%	+13,477	May 31, 2026	Principal Funds, Inc, not summed
17.3	Principal Capital Appreciation Select ETF Fund S000091386 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	99,006	0.11%	+86,897	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
17.4	Principal Capital Appreciation Fund Fund S000014238 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	96,016	0.11%	-26,987	Jul 31, 2026	Principal Funds, Inc, not summed
17.5	Equity Income Account Fund S000014083 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	54,599	0.06%	—	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
18	Castle Hook Partners LP 13F CIK 1687241 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,323,066	1.49%	+813,812	Jun 30, 2026	carried, not yet filed for the newest quarter
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,296,474	1.46%	+243,619	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	211	0.00%	-8	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
19.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	113	0.00%	+34	Jul 31, 2026	E Trade Trust, not summed
19.3	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	28	0.00%	-2	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
20	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,237,394	1.39%	-6,415	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	1,177,487	1.32%	-14,383	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
22	VIKING GLOBAL INVESTORS LP 13F CIK 1103804 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,106,134	1.24%	-158,036	Jun 30, 2026	carried, not yet filed for the newest quarter
23	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	981,733	1.10%	-127	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	120,339	0.14%	-707	Jul 31, 2026	Dimensional ETF Trust, not summed
23.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	114,303	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	107,371	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.4	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	79,929	0.09%	+6,667	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
23.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	49,255	0.06%	+312	Jul 31, 2026	Dimensional ETF Trust, not summed
24	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	909,210	1.02%	-16,974	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	755,650	0.85%	+14,539	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	737,454	0.83%	+16,226	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Carillon Eagle Growth & Income Fund Fund S000058958 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	26,384	0.03%	-845	Jun 30, 2026	Carillon Series Trust, not summed
27	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	731,403	0.82%	+628,833	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Franklin Mutual Shares Fund Fund S000007864 · Registered fund · Jun 30, 2026 Franklin Mutual Series Funds, not summed	501,184	0.56%	—	Jun 30, 2026	Franklin Mutual Series Funds, not summed
27.2	Franklin Mutual Shares VIP Fund Fund S000007320 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	137,874	0.16%	—	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
27.3	Franklin Mutual U.S. Mid Cap Value Fund Fund S000007352 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	56,529	0.06%	0	Jul 31, 2026	Franklin Value Investors Trust, not summed
27.4	Franklin Mutual Small-Mid Cap Value Fund Fund S000007354 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	7,826	0.01%	+2,440	Jul 31, 2026	Franklin Value Investors Trust, not summed
28	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	725,610	0.82%	+3,178	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	654,550	0.74%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
30	STEADFAST CAPITAL MANAGEMENT LP 13F CIK 1214822 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	622,921	0.70%	+622,921	Jun 30, 2026	carried, not yet filed for the newest quarter
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	616,175	0.69%	-32,655	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	42,823	0.05%	+995	Jun 30, 2026	Northern Funds, not summed
31.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,705	0.00%	-290	Jun 30, 2026	Northern Funds, not summed
31.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,054	0.00%	-256	Jul 31, 2026	FlexShares Trust, not summed
32	BROWNING WEST LP 13F CIK 1825564 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	610,000	0.69%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
33	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	589,152	0.66%	+180,145	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	52,616	0.06%	-2,477	May 31, 2026	Goldman Sachs Trust, not summed
33.2	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	18,100	0.02%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
33.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	15,341	0.02%	-158	May 31, 2026	Goldman Sachs ETF Trust, not summed
33.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	2,188	0.00%	+12	May 31, 2026	Goldman Sachs ETF Trust II, not summed
33.5	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,632	0.00%	+134	May 31, 2026	Goldman Sachs ETF Trust, not summed
34	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	568,505	0.64%	+9,967	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	10,680	0.01%	-134	Jul 31, 2026	BNY Mellon ETF Trust, not summed
35	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	558,230	0.63%	+538,308	Jun 30, 2026	carried, not yet filed for the newest quarter
36	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	552,429	0.62%	-9,842	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Lord Abbett Fundamental Equity Fund Fund S000007138 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	195,330	0.22%	-3,210	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
36.2	LORD ABBETT MID CAP STOCK FUND INC Fund S000001450 · Registered fund · Jun 30, 2026 LORD ABBETT MID CAP STOCK FUND INC, not summed	117,640	0.13%	-1,510	Jun 30, 2026	LORD ABBETT MID CAP STOCK FUND INC, not summed
36.3	Lord Abbett Value Opportunities Fund Fund S000007144 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	90,297	0.10%	-1,128	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
36.4	Growth and Income Portfolio Fund S000007300 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	44,520	0.05%	-1,120	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
36.5	Mid Cap Stock Portfolio Fund S000007304 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	25,260	0.03%	-390	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
37	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	486,904	0.55%	+4,814	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	179,458	0.20%	+685	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	69,557	0.08%	+1,397	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	45,939	0.05%	+3,521	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	40,057	0.05%	+1,022	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	39,026	0.04%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38	Senvest Management, LLC 13F CIK 1328785 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	418,501	0.47%	-4,950	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	414,114	0.47%	+4,831	Jun 30, 2026	carried, not yet filed for the newest quarter
40	GLENVIEW CAPITAL MANAGEMENT, LLC 13F CIK 1138995 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	401,067	0.45%	+102,156	Jun 30, 2026	carried, not yet filed for the newest quarter
41	CIBC Bancorp USA Inc. 13F CIK 1711924 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	387,793	0.44%	-17,147	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Atreides Management, LP 13F CIK 1777813 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	375,118	0.42%	-77,413	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	372,736	0.42%	-73	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
44	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	369,928	0.42%	+20,503	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	PACE Large Co Value Equity Investments Fund S000002971 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	40,908	0.05%	-3,044	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
45	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	368,515	0.41%	-155,923	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
46	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	360,838	0.41%	+193,805	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Tensile Capital Management LP 13F CIK 1598843 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	357,844	0.40%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	351,353	0.40%	-205,560	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Hobart Lauren R Insider CIK 1511749 · May 28, 2026 Director, issuer-wide, not summed	321,763	0.36%	0	May 28, 2026	Director, issuer-wide, not summed
50	PARNASSUS INVESTMENTS, LLC 13F CIK 948669 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	316,149	0.36%	+28,978	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Parnassus Mid Cap Fund Fund S000000853 · Registered fund · Jun 30, 2026 Parnassus Funds, not summed	235,612	0.27%	+23,959	Jun 30, 2026	Parnassus Funds, not summed
50.2	Parnassus Mid Cap Growth Fund Fund S000000852 · Registered fund · Jun 30, 2026 Parnassus Funds, not summed	80,537	0.09%	+5,019	Jun 30, 2026	Parnassus Funds, not summed

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

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Key facts CIK 1089063 CUSIP 253393102 13F (30d) 135 filings 121 filers Visit website Investor relations