DTE · Dte Energy Co · Shareholders & Ownership

$133.06 +3.41 (+2.63%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$26.97B

208.03M

Volume · Oct 22 1.12M Avg daily vol (3M) 1.55M

Every disclosed holder of DTE 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 DTE

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)	1,041	169,088,224	81.28%	Yes
Insiders (Forms 3, 4, 5)	21	893,172	0.43%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	38,046,917	18.29%	Rest
Registered funds (N-PORT, not summed)	689	96,110,334	46.20%	No

Shares outstanding: 208,028,313, 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 DTE

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	25,695,899	12.35%	+3,266,142	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,861,601	1.38%	+190,675	Jun 30, 2026	iShares Trust, not summed
1.2	BlackRock Equity Dividend Fund Fund S000002243 · Registered fund · Jul 31, 2026 BlackRock Equity Dividend Fund, not summed	2,138,063	1.03%	+292,044	Jul 31, 2026	BlackRock Equity Dividend Fund, not summed
1.3	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,663,657	0.80%	-14,951	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Large Cap Core Active ETF Fund S000082317 · Registered fund · Jul 31, 2026 BlackRock ETF Trust, not summed	975,563	0.47%	—	Jul 31, 2026	BlackRock ETF Trust, not summed
1.5	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	854,370	0.41%	+61,814	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,568,029	6.04%	+80,089	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,496,338	6.01%	-1,714,887	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,231,634	5.40%	+118,673	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Utilities Select Sector SPDR(R) ETF Fund S000006416 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	3,385,008	1.63%	-177,846	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
4.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	497,538	0.24%	+60,972	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	253,302	0.12%	+9,053	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	75,045	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.5	State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF Fund S000039794 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	74,384	0.04%	-28,692	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,182,982	5.38%	-680,207	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,990,302	4.80%	-943,174	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Capital World Investors 13G CIK 1422849 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	10,141,745	4.88%	-941,745	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,870,599	2.82%	+90,755	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,611,243	2.70%	-3,447	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,606,302	2.70%	-143,757	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Columbia Dividend Income Fund Fund S000012079 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	1,100,795	0.53%	-10,590	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
9.2	Columbia Variable Portfolio - Cornerstone Equity Fund Fund S000060079 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	292,287	0.14%	-12,843	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
9.3	Columbia Cornerstone Equity Fund Fund S000010795 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	134,504	0.06%	-16,659	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
9.4	Columbia Variable Portfolio - Contrarian Core Fund Fund S000036673 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	126,355	0.06%	-8,454	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
9.5	Columbia Dividend Opportunity Fund Fund S000031365 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	117,700	0.06%	0	May 31, 2026	Columbia Funds Series Trust II, not summed
10	American Mutual Fund Fund S000008999 · Registered fund · Jul 31, 2026 American Mutual Fund, not summed	5,585,437	2.68%	0	Jul 31, 2026	American Mutual Fund, not summed
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,389,273	2.59%	+112,386	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	3,868,743	1.86%	0	Jul 31, 2026	Washington Mutual Investors Fund, not summed
13	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,831,679	1.84%	+19,377	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,132,273	1.51%	+47,729	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	185,595	0.09%	+4,709	Jun 30, 2026	Janus Aspen Series, not summed
15	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,983,653	1.43%	-6,675	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,275,468	0.61%	+124,271	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.2	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	589,919	0.28%	-114,988	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.3	Invesco S&P 500 High Dividend Low Volatility ETF Fund S000038520 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	345,098	0.17%	+2,072	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.4	Invesco S&P 500 Equal Weight Utilities ETF Fund S000060790 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	117,705	0.06%	-9,502	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.5	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	91,758	0.04%	-10,797	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
16	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,736,767	1.32%	+1,018,542	Jun 30, 2026	carried, not yet filed for the newest quarter
17	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,606,437	1.25%	+2,004,451	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	142,260	0.07%	—	Jun 30, 2026	AQR Funds, not summed
17.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	81,778	0.04%	+49,439	Jun 30, 2026	AQR Funds, not summed
17.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	25,802	0.01%	0	Jun 30, 2026	AQR Funds, not summed
17.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	25,094	0.01%	+18,587	Jun 30, 2026	AQR Funds, not summed
17.5	AQR MS Fusion HV Fund Fund S000093174 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,418	0.00%	+4,280	Jun 30, 2026	AQR Funds, not summed
18	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	2,606,134	1.25%	0	Jun 30, 2026	American Balanced Fund, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,571,337	1.24%	+254,830	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	661	0.00%	-4	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
19.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	450	0.00%	+65	Jul 31, 2026	E Trade Trust, not summed
19.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	357	0.00%	+133	Jul 31, 2026	E Trade Trust, not summed
19.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	88	0.00%	-2	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
20	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,477,665	1.19%	+71,234	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Capital Income Builder Fund S000009000 · Registered fund · Jul 31, 2026 Capital Income Builder, not summed	2,456,668	1.18%	-706,426	Jul 31, 2026	Capital Income Builder, not summed
22	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	2,204,308	1.06%	0	Jun 30, 2026	Janus Investment Fund, not summed
23	Soroban Capital Partners LP 13F CIK 1517857 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,922,873	0.92%	-115,600	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Income Fund of America Fund S000008814 · Registered fund · Jul 31, 2026 Income Fund of America, not summed	1,891,727	0.91%	-1,008,132	Jul 31, 2026	Income Fund of America, not summed
25	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,685,194	0.81%	-1,746	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Franklin Utilities Fund Fund S000006758 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	1,300,000	0.62%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
25.2	Franklin Income Focus ETF Fund S000080465 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	128,792	0.06%	+19,952	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
25.3	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	9,173	0.00%	+946	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
25.4	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	7,242	0.00%	+836	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
25.5	Franklin U.S. Equity Index ETF Fund S000053154 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	6,060	0.00%	+670	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
26	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,681,756	0.81%	+48,731	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,656,720	0.80%	-16,185	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	61,542	0.03%	+4,068	Jun 30, 2026	Northern Funds, not summed
27.2	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,387	0.01%	-9,141	Jun 30, 2026	Northern Funds, not summed
27.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,004	0.00%	-156	Jul 31, 2026	FlexShares Trust, not summed
27.4	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,796	0.00%	-574	Jul 31, 2026	FlexShares Trust, not summed
28	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,639,136	0.79%	+343,938	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	83,192	0.04%	-14,335	May 31, 2026	Goldman Sachs ETF Trust, not summed
28.2	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	24,681	0.01%	-3,088	Jul 31, 2026	Goldman Sachs Trust II, not summed
28.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	24,163	0.01%	+956	May 31, 2026	Goldman Sachs ETF Trust, not summed
28.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	12,251	0.01%	+1,249	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
28.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	10,280	0.00%	-323	May 31, 2026	Goldman Sachs ETF Trust, not summed
29	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,633,097	0.79%	-181,587	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,445,592	0.69%	+32,778	May 31, 2026	VANGUARD WORLD FUND, not summed
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,409,512	0.68%	+22,364	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	466,795	0.22%	+4,831	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	219,520	0.11%	+5,588	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	126,293	0.06%	+3,618	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	122,520	0.06%	+1,916	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.5	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	113,683	0.05%	-1,778	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32	Columbia Contrarian Core Fund Fund S000012077 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	1,353,378	0.65%	+13,070	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
33	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,309,725	0.63%	-60,485	Jun 30, 2026	carried, not yet filed for the newest quarter
34	American Funds Global Balanced Fund Fund S000031109 · Registered fund · Jul 31, 2026 American Funds Global Balanced Fund, not summed	1,217,811	0.59%	-68,951	Jul 31, 2026	American Funds Global Balanced Fund, not summed
35	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,177,011	0.57%	+10,982	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
36	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,153,058	0.55%	-58,822	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	MFS Utilities Fund Fund S000002470 · Registered fund · Jul 31, 2026 MFS Series Trust VI, not summed	720,653	0.35%	-36,647	Jul 31, 2026	MFS Series Trust VI, not summed
36.2	MFS Utilities Series Fund S000002671 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	328,898	0.16%	-17,768	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
36.3	MFS Low Volatility Equity Fund Fund S000042701 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	16,872	0.01%	-687	May 31, 2026	MFS SERIES TRUST I, not summed
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,143,573	0.55%	-835	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,135,712	0.55%	-11,839	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
39	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,129,528	0.54%	-41,169	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,122,119	0.54%	-77,700	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	17,930	0.01%	+18	Jul 31, 2026	BNY Mellon ETF Trust, not summed
41	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,112,817	0.53%	+17,563	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	128,530	0.06%	-1,494	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
41.2	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	115,600	0.06%	+1,440	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
41.3	T. Rowe Price Capital Appreciation Premium Income ETF Fund S000089785 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	25,308	0.01%	+1,508	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
41.4	T. Rowe Price U.S. Equity Research ETF Fund S000071604 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	21,943	0.01%	+6,865	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
41.5	T. Rowe Price Hedged Equity Fund Fund S000080479 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	21,643	0.01%	-21,655	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
42	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	948,922	0.46%	-417,425	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	921,649	0.44%	0	Jun 30, 2026	Investment Co of America, not summed
44	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	902,439	0.43%	+252,244	Jun 30, 2026	carried, not yet filed for the newest quarter
45	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	856,042	0.41%	-330,563	Jun 30, 2026	carried, not yet filed for the newest quarter
46	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	856,033	0.41%	+47,172	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	304	0.00%	-29	May 31, 2026	UBS INVESTMENT TRUST, not summed
46.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	121	0.00%	+16	Jun 30, 2026	UBS FUNDS, not summed
47	DUFF & PHELPS INVESTMENT MANAGEMENT CO 13F CIK 765443 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	841,774	0.40%	+49,312	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Capital World Growth & Income Fund Fund S000009001 · Registered fund · May 31, 2026 Capital World Growth & Income Fund, not summed	840,098	0.40%	0	May 31, 2026	Capital World Growth & Income Fund, not summed
49	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	838,692	0.40%	+22,486	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	122,301	0.06%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
49.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	105,448	0.05%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
49.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	98,856	0.05%	+2,728	Jul 31, 2026	Dimensional ETF Trust, not summed
49.4	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	63,351	0.03%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
49.5	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	46,605	0.02%	-686	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
50	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	835,591	0.40%	+19,322	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed

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

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 1,333 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 936340 CUSIP 233331107 13F (30d) 200 filings 196 filers Visit website Investor relations