DUK · Duke Energy CORP · Shareholders & Ownership

$129.59 +3.08 (+2.43%) At close · Nov 4 Earnings today Play latest call Q2 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$98.63B

779.60M

Volume · Nov 4 6.96M Avg daily vol (3M) 4.12M

Every disclosed holder of DUK 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 DUK

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)	2,453	546,459,070	70.10%	Yes
Insiders (Forms 3, 4, 5)	22	1,291,401	0.17%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	231,845,746	29.74%	Rest
Registered funds (N-PORT, not summed)	903	232,864,412	29.87%	No

Shares outstanding: 779,596,217, 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 DUK

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	70,543,988	9.05%	+1,220,118	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	10,723,396	1.38%	+722,318	Jun 30, 2026	iShares Trust, not summed
1.2	iShares U.S. Equity Factor Rotation Active ETF Fund S000064945 · Registered fund · Jul 31, 2026 BlackRock ETF Trust, not summed	3,696,813	0.47%	-557,407	Jul 31, 2026	BlackRock ETF Trust, not summed
1.3	iShares MSCI USA Min Vol Factor ETF Fund S000031838 · Registered fund · Jul 31, 2026 iShares Trust, not summed	2,721,602	0.35%	-12,031	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	2,497,215	0.32%	+270,426	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Global Infrastructure ETF Fund S000019356 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,247,508	0.29%	+85,549	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	50,837,658	6.52%	+311,055	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	44,953,588	5.77%	+420,946	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) Utilities Select Sector SPDR(R) ETF Fund S000006416 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	12,685,588	1.63%	-655,607	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,859,629	0.24%	+225,118	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	948,404	0.12%	+32,754	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF Fund S000050968 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	737,782	0.09%	+12,863	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	295,792	0.04%	+12,700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	24,700,378	3.17%	-3,406	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
5	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,367,382	2.61%	+319,581	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,366,327	2.61%	+287,769	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	20,204,325	2.59%	+443,139	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	13,107,459	1.68%	+427,628	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	2,494	0.00%	+17	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
8.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,570	0.00%	+137	Jul 31, 2026	E Trade Trust, not summed
8.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,198	0.00%	+282	Jul 31, 2026	E Trade Trust, not summed
8.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	329	0.00%	-5	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
9	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,742,489	1.63%	-1,648,807	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	MFS Value Fund Fund S000000769 · Registered fund · Aug 31, 2026 MFS SERIES TRUST I, not summed	6,142,562	0.79%	-1,413,812	Aug 31, 2026	MFS SERIES TRUST I, not summed
9.2	MFS Total Return Fund Fund S000002439 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	455,117	0.06%	-6,579	Jun 30, 2026	MFS Series Trust V, not summed
9.3	MFS Research Fund Fund S000002438 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	335,778	0.04%	-21,389	Jun 30, 2026	MFS Series Trust V, not summed
9.4	MFS Value Series Fund S000002672 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	276,897	0.04%	-26,196	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
9.5	MFS Core Equity Fund Fund S000000763 · Registered fund · Aug 31, 2026 MFS SERIES TRUST I, not summed	146,972	0.02%	-24,373	Aug 31, 2026	MFS SERIES TRUST I, not summed
10	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,537,072	1.35%	+167,001	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Franklin Income Fund Fund S000006756 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	5,000,000	0.64%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
10.2	Franklin Utilities Fund Fund S000006758 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	2,550,000	0.33%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
10.3	Franklin Equity Income Fund Fund S000006852 · Registered fund · Jul 31, 2026 Franklin Investors Securities Trust, not summed	470,000	0.06%	-115,000	Jul 31, 2026	Franklin Investors Securities Trust, not summed
10.4	Franklin Managed Income Fund Fund S000012705 · Registered fund · Jul 31, 2026 Franklin Investors Securities Trust, not summed	300,000	0.04%	0	Jul 31, 2026	Franklin Investors Securities Trust, not summed
10.5	Franklin Income VIP Fund Fund S000007329 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	200,000	0.03%	0	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
11	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,703,239	1.24%	-1,048,914	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	10,119,847	1.30%	+168,142	Aug 31, 2026	Fidelity Concord Street Trust, not summed
11.2	Select Utilities Portfolio Fund S000007488 · Registered fund · Aug 31, 2026 Fidelity Select Portfolios, not summed	1,702,281	0.22%	-213,100	Aug 31, 2026	Fidelity Select Portfolios, not summed
11.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	1,488,198	0.19%	+18,967	Aug 31, 2026	Fidelity Concord Street Trust, not summed
11.4	Fidelity SAI U.S. Low Volatility Index Fund Fund S000049309 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,308,680	0.17%	+44,891	Jul 31, 2026	Fidelity Salem Street Trust, not summed
11.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	1,214,804	0.16%	+29,345	Aug 31, 2026	Fidelity Concord Street Trust, not summed
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,226,192	1.18%	+121,584	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,740,250	0.22%	+16,855	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
12.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	832,211	0.11%	+6,618	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
12.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	572,195	0.07%	+57,204	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
12.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	473,893	0.06%	+13,132	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
12.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	470,095	0.06%	+8,745	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
13	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,867,628	1.14%	-480,938	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,407,984	0.95%	+212,309	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,296,529	0.94%	-596,860	Jun 30, 2026	carried, not yet filed for the newest quarter
16	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,243,531	0.93%	-118,666	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	FlexShares STOXX Global Broad Infrastructure Index Fund Fund S000042071 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	324,192	0.04%	+10,528	Jul 31, 2026	FlexShares Trust, not summed
16.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	231,587	0.03%	+3,903	Jun 30, 2026	Northern Funds, not summed
16.3	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	112,345	0.01%	-3,970	Jun 30, 2026	Northern Funds, not summed
16.4	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	29,520	0.00%	-1,580	Jul 31, 2026	FlexShares Trust, not summed
16.5	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	20,856	0.00%	+374	Jul 31, 2026	FlexShares Trust, not summed
17	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,532,464	0.84%	+94,951	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	2,508,347	0.32%	+156,122	Jun 30, 2026	College Retirement Equities Fund, not summed
17.2	Nuveen Large Cap Value Fund Fund S000005383 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	739,868	0.09%	-12,417	Jul 31, 2026	TIAA-CREF Funds, not summed
17.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	646,241	0.08%	+928	Jul 31, 2026	TIAA-CREF Funds, not summed
17.4	Nuveen Dividend Value Fund Fund S000005579 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	528,428	0.07%	+47,242	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
17.5	Nuveen Core Equity Fund Fund S000005370 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	511,317	0.07%	+3,962	Jul 31, 2026	TIAA-CREF Funds, not summed
18	GQG Partners LLC 13F CIK 1697233 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,503,039	0.83%	-1,299,424	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	GQG PARTNERS GLOBAL QUALITY EQUITY FUND Fund S000065108 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	505,508	0.06%	-80,795	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
18.2	GQG PARTNERS US SELECT QUALITY EQUITY FUND Fund S000063192 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	395,819	0.05%	-47,329	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
18.3	GQG US Equity ETF Fund S000093212 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	85,506	0.01%	-353	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
18.4	GQG Partners US Quality Value Fund Fund S000072429 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	53,226	0.01%	0	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
19	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,243,806	0.80%	-373,349	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	VANGUARD ENERGY OPPORTUNITIES FUND Fund S000002921 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,771,348	0.23%	-22,506	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
19.2	VANGUARD GLOBAL WELLINGTON FUND Fund S000059219 · Registered fund · Aug 31, 2026 VANGUARD WORLD FUND, not summed	281,417	0.04%	-384	Aug 31, 2026	VANGUARD WORLD FUND, not summed
20	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,958,441	0.76%	-216,212	Jun 30, 2026	carried, not yet filed for the newest quarter
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,613,909	0.72%	+252,217	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	210,038	0.03%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
21.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	116,513	0.01%	-20,277	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
21.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	61,851	0.01%	+11,056	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
21.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	40,225	0.01%	+1,536	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
21.5	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	33,805	0.00%	+6,006	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
22	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · Aug 31, 2026 VANGUARD WORLD FUND, not summed	5,367,988	0.69%	-44,995	Aug 31, 2026	VANGUARD WORLD FUND, not summed
23	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,784,956	0.61%	-125,535	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	65,958	0.01%	+68	Jul 31, 2026	BNY Mellon ETF Trust, not summed
24	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,742,913	0.61%	-87,171	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,490,285	0.19%	+192,920	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.2	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	742,948	0.10%	+41,990	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24.3	Invesco S&P 500 High Dividend Low Volatility ETF Fund S000038520 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	399,457	0.05%	-15,445	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24.4	Invesco S&P 100 Equal Weight ETF Fund S000013106 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	209,047	0.03%	+25,407	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	197,917	0.03%	+8,068	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,499,424	0.58%	+13,664	Jun 30, 2026	carried, not yet filed for the newest quarter
26	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,470,007	0.57%	-316,713	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	81,018	0.01%	-35,025	Jun 30, 2026	Carillon Series Trust, not summed
27	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,374,832	0.56%	-2,284	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	4,232,016	0.54%	-152,939	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
29	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	4,001,270	0.51%	+18,142	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · Aug 31, 2026 UBS INVESTMENT TRUST, not summed	1,050	0.00%	-110	Aug 31, 2026	UBS INVESTMENT TRUST, not summed
29.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	491	0.00%	+104	Jun 30, 2026	UBS FUNDS, not summed
30	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,956,407	0.51%	+70,218	Jun 30, 2026	carried, not yet filed for the newest quarter
31	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,816,303	0.49%	-880	Jun 30, 2026	carried, not yet filed for the newest quarter
32	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,689,898	0.47%	+398,282	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Focused Large Cap Value Fund Fund S000005778 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	824,590	0.11%	+57,253	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
32.2	Equity Income Fund Fund S000005776 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	664,008	0.09%	+57,199	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
32.3	Mid Cap Value Fund Fund S000005779 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	536,689	0.07%	+120,322	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
32.4	Utilities Fund Fund S000005982 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	179,160	0.02%	+24,856	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
32.5	Value Fund Fund S000005782 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	163,732	0.02%	+16,163	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
33	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,633,938	0.47%	-402,789	Jun 30, 2026	carried, not yet filed for the newest quarter
34	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 13F CIK 315032 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,569,308	0.46%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	3,137,403	0.40%	+71,668	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
36	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,939,189	0.38%	+191,723	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,871,434	0.37%	+135,618	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Janus Henderson VIT Balanced Portfolio Fund S000010394 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	442,834	0.06%	-24,434	Jun 30, 2026	Janus Aspen Series, not summed
38	Capital Wealth Planning, LLC 13F CIK 1566728 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,865,666	0.37%	+124,852	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Calamos Advisors LLC 13F CIK 1316507 · Registered investment adviser · Sep 30, 2026 Classes DUK, DUKU	2,838,169	0.36%	+2,669,617	Sep 30, 2026	Classes DUK, DUKU
39.1	Calamos Market Neutral Income Fund Fund S000004062 · Registered fund · Jul 31, 2026 CALAMOS INVESTMENT TRUST/IL, not summed	168,552	0.02%	-3,133	Jul 31, 2026	CALAMOS INVESTMENT TRUST/IL, not summed
39.2	Calamos Hedged Equity Fund Fund S000047914 · Registered fund · Jul 31, 2026 CALAMOS INVESTMENT TRUST/IL, not summed	14,007	0.00%	-703	Jul 31, 2026	CALAMOS INVESTMENT TRUST/IL, not summed
40	Mitsubishi UFJ Trust & Banking Corp 13F CIK 1462160 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,708,961	0.35%	+44,976	Jun 30, 2026	carried, not yet filed for the newest quarter
41	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 Classes DUK, DUKH, carried, not yet filed for the newest quarter	2,677,947	0.34%	-52,440	Jun 30, 2026	Classes DUK, DUKH, carried, not yet filed for the newest quarter
42	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	2,563,597	0.33%	+82,487	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,468,776	0.32%	+523,280	Jun 30, 2026	carried, not yet filed for the newest quarter
44	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Sep 30, 2026	2,417,010	0.31%	-98,490	Sep 30, 2026
45	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,227,946	0.29%	+428,638	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	25,049	0.00%	+1,592	Aug 31, 2026	DBX ETF Trust, not summed
45.2	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	24,296	0.00%	-768	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
45.3	Xtrackers S&P 100 Ex Top 20 ETF Fund S000077074 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	13,677	0.00%	+1,500	Aug 31, 2026	DBX ETF Trust, not summed
45.4	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	10,786	0.00%	+40	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
45.5	Xtrackers MSCI Kokusai Equity ETF Fund S000067508 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	7,206	0.00%	-60	Aug 31, 2026	DBX ETF Trust, not summed
46	Swiss National Bank 13F CIK 1582202 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,194,741	0.28%	-87,600	Jun 30, 2026	carried, not yet filed for the newest quarter
47	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	2,154,184	0.28%	+7,655	Sep 30, 2026
47.1	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	364,895	0.05%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
47.2	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	235,765	0.03%	+3,628	Jul 31, 2026	Dimensional ETF Trust, not summed
47.3	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	173,724	0.02%	-3,203	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
47.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	144,772	0.02%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
47.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	140,524	0.02%	+6,515	Jul 31, 2026	Dimensional ETF Trust, not summed
48	National Pension Service 13F CIK 1608046 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,124,004	0.27%	+36,835	Jun 30, 2026	carried, not yet filed for the newest quarter
49	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,055,125	0.26%	-580,340	Jun 30, 2026	carried, not yet filed for the newest quarter
50	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,014,703	0.26%	-484,274	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1326160 CUSIP 26441C204 13F (30d) 1289 filings 1240 filers Visit website Investor relations