DVA · Davita Inc. · Shareholders & Ownership

$184.03 +0.39 (+0.21%) At close · Oct 26

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$11.74B

63.80M

Volume · Oct 26 570.69K Avg daily vol (3M) 784.43K

Every disclosed holder of DVA 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 DVA

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)	640	59,044,951	92.55%	Yes
Insiders (Forms 3, 4, 5)	15	1,317,081	2.06%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,437,968	5.39%	Rest
Registered funds (N-PORT, not summed)	501	11,491,744	18.01%	No

Shares outstanding: 63,800,000, 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 DVA

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	BERKSHIRE HATHAWAY INC Insider CIK 1067983 · Jul 31, 2026 10% Owner, issuer-wide, not summed	28,697,229	44.98%	-182,980	Jul 31, 2026	10% Owner, issuer-wide, not summed
1.1	Berkshire Hathaway Inc 13F CIK 1067983 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	28,880,209	45.27%	-1,220,376	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	2,460,987	3.86%	-305,764	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	442,002	0.69%	+13,039	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	132,314	0.21%	-1,928	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	68,249	0.11%	—	Jun 30, 2026	iShares Trust, not summed
2.4	iShares U.S. Healthcare Providers ETF Fund S000009418 · Registered fund · Jun 30, 2026 iShares Trust, not summed	56,556	0.09%	+17,344	Jun 30, 2026	iShares Trust, not summed
2.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	52,776	0.08%	-7,649	Jun 30, 2026	iShares Trust, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,101,425	3.29%	-78,800	Jun 30, 2026	carried, not yet filed for the newest quarter
4	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,601,710	2.51%	-64,328	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	68	0.00%	0	Jul 31, 2026	E Trade 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	1,377,914	2.16%	-101,686	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,323,019	2.07%	-28,718	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) Health Care Select Sector SPDR(R) ETF Fund S000006412 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	226,708	0.36%	-16,358	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
6.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	76,439	0.12%	+6,600	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	39,038	0.06%	-307	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	13,828	0.02%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.5	State Street(R) SPDR(R) S&P(R) Health Care Services ETF Fund S000012331 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	11,401	0.02%	+673	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,211,917	1.90%	-255,964	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	938,674	1.47%	-151,501	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
7.2	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	85,831	0.13%	-23,821	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
7.3	Invesco S&P 500 Equal Weight Health Care ETF Fund S000060814 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	59,771	0.09%	-19,385	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
7.4	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	40,593	0.06%	+7,061	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
7.5	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	39,158	0.06%	-8,609	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,137,814	1.78%	-7,622	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	201,693	0.32%	+1,193	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	155,909	0.24%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	129,575	0.20%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	126,925	0.20%	+2,744	Jul 31, 2026	Dimensional ETF Trust, not summed
8.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	121,442	0.19%	-758	Jul 31, 2026	Dimensional ETF Trust, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,019,274	1.60%	-46,380	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	925,579	1.45%	+393,492	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Neuberger Quality Equity Fund Fund S000007847 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	631,690	0.99%	+345,090	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
10.2	Quality Equity Portfolio Fund S000008202 · Registered fund · Jun 30, 2026 NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed	76,937	0.12%	0	Jun 30, 2026	NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed
11	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	908,389	1.42%	-22,669	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	28,300	0.04%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
11.2	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	2,300	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
11.3	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	2,100	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
12	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	889,082	1.39%	-221,069	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	853,602	1.34%	-86,179	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Rodriguez Javier Insider CIK 1415548 · Jun 16, 2026 Director, Chief Executive Officer, issuer-wide	840,408	1.32%	-69,407	Jun 16, 2026	Director, Chief Executive Officer, issuer-wide
15	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	830,137	1.30%	-18,438	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	736,440	1.15%	-33,671	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	Gates Capital Management, Inc. 13F CIK 1312908 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	688,136	1.08%	-34,872	Jun 30, 2026	carried, not yet filed for the newest quarter
18	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	651,999	1.02%	+410,940	Jun 30, 2026	carried, not yet filed for the newest quarter
19	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	640,827	1.00%	+136,188	Jun 30, 2026	carried, not yet filed for the newest quarter
20	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	587,758	0.92%	+177,744	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	84,859	0.13%	+45,037	Jun 30, 2026	AQR Funds, not summed
20.2	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	22,432	0.04%	0	Jun 30, 2026	AQR Funds, not summed
20.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	11,689	0.02%	—	Jun 30, 2026	AQR Funds, not summed
20.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	7,134	0.01%	-8,671	Jun 30, 2026	AQR Funds, not summed
20.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,275	0.00%	-797	Jun 30, 2026	AQR Funds, not summed
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	466,341	0.73%	-24,074	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	463,381	0.73%	+15,959	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,871	0.00%	+375	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
22.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	1,731	0.00%	+8	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
22.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	1,198	0.00%	0	May 31, 2026	Goldman Sachs ETF Trust II, not summed
22.4	Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Fund S000083005 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	625	0.00%	+40	May 31, 2026	Goldman Sachs ETF Trust, not summed
22.5	Goldman Sachs Strategic Factor Allocation Fund Fund S000054057 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	470	0.00%	-36	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
23	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	454,545	0.71%	-2,948	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	5,948	0.01%	+220	Jul 31, 2026	BNY Mellon ETF Trust, not summed
24	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	395,687	0.62%	+10,978	Jun 30, 2026	carried, not yet filed for the newest quarter
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	382,037	0.60%	-31,192	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,259	0.02%	0	Jun 30, 2026	Northern Funds, not summed
25.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,288	0.01%	+358	Jul 31, 2026	FlexShares Trust, not summed
25.3	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,487	0.00%	+16	Jun 30, 2026	Northern Funds, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	365,569	0.57%	-18,073	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	90,512	0.14%	-4,808	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	70,129	0.11%	-3,440	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	55,529	0.09%	-1,059	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	36,401	0.06%	-1,603	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.5	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	27,094	0.04%	-113	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	344,422	0.54%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
28	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	331,145	0.52%	+262,957	Jun 30, 2026	carried, not yet filed for the newest quarter
29	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	305,199	0.48%	-345,349	Jun 30, 2026	carried, not yet filed for the newest quarter
30	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	281,140	0.44%	-24,810	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	237,665	0.37%	+237,665	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Tidal Investments LLC 13F CIK 1600064 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	217,828	0.34%	-11,577	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	VistaShares Target 15 Berkshire Select Income ETF Fund S000090687 · Registered fund · Jul 31, 2026 Tidal Trust III, not summed	213,947	0.34%	-3,092	Jul 31, 2026	Tidal Trust III, not summed
32.2	Pinnacle Focused Opportunities ETF Fund S000079304 · Registered fund · Aug 31, 2026 Tidal Trust II, not summed	11,587	0.02%	—	Aug 31, 2026	Tidal Trust II, not summed
32.3	Gotham 1000 Value ETF Fund S000076475 · Registered fund · Jun 30, 2026 Tidal Trust I, not summed	4,388	0.01%	-1,119	Jun 30, 2026	Tidal Trust I, not summed
32.4	Gotham Enhanced 500 ETF Fund S000069980 · Registered fund · Jun 30, 2026 Tidal Trust I, not summed	1,969	0.00%	-2	Jun 30, 2026	Tidal Trust I, not summed
32.5	Sofi Next 500 ETF Fund S000065094 · Registered fund · Nov 30, 2025 Tidal Trust I, not summed	192	0.00%	-6	Nov 30, 2025	Tidal Trust I, not summed
33	WisdomTree U.S. Value Fund Fund S000015479 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	216,697	0.34%	-298	Jun 30, 2026	WisdomTree Trust, not summed
34	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	214,787	0.34%	-27,828	Jun 30, 2026	carried, not yet filed for the newest quarter
35	KBC Group NV 13F CIK 1411133 · Unknown · Sep 30, 2026	213,620	0.33%	-11,785	Sep 30, 2026
36	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	208,362	0.33%	-53,828	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	2,292	0.00%	-477	Aug 31, 2026	DBX ETF Trust, not summed
36.2	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	1,944	0.00%	+1,014	Aug 31, 2026	DBX ETF Trust, not summed
36.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	1,058	0.00%	0	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
36.4	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	462	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
36.5	Xtrackers S&P 500 Diversified Sector Weight ETF Fund S000093271 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	11	0.00%	-2	Aug 31, 2026	DBX ETF Trust, not summed
37	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	203,910	0.32%	-28,756	Jun 30, 2026	carried, not yet filed for the newest quarter
38	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	200,781	0.31%	-62,391	Jun 30, 2026	carried, not yet filed for the newest quarter
39	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	199,862	0.31%	-519,546	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	195,122	0.31%	+106,266	Jun 30, 2026	carried, not yet filed for the newest quarter
41	WEDGE CAPITAL MANAGEMENT L L P/NC 13F CIK 1015308 · Unknown · Sep 30, 2026	189,480	0.30%	+3,253	Sep 30, 2026
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	180,396	0.28%	-12,819	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	174,528	0.27%	-14,330	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
44	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	163,580	0.26%	-11,993	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Gotham Index Plus Fund Fund S000048690 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	5,535	0.01%	0	Jun 30, 2026	FundVantage Trust, not summed
44.2	Gotham Large Value Fund Fund S000051786 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	209	0.00%	-39	Jun 30, 2026	FundVantage Trust, not summed
44.3	Gotham Neutral Fund Fund S000041944 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	169	0.00%	+46	Jun 30, 2026	FundVantage Trust, not summed
44.4	Gotham Enhanced S&P 500 Index Fund Fund S000056197 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	113	0.00%	0	Jun 30, 2026	FundVantage Trust, not summed
45	Doma Perpetual Capital Management LLC 13F CIK 1962221 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	159,668	0.25%	-156,357	Jun 30, 2026	carried, not yet filed for the newest quarter
46	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	153,548	0.24%	+115,856	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	First Trust Health Care AlphaDEX Fund Fund S000017700 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	106,663	0.17%	-16,458	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
46.2	First Trust Active Factor Large Cap ETF Fund S000066788 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	12,931	0.02%	+1,711	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
46.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	4,629	0.01%	-1,278	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
46.4	First Trust Active Factor Mid Cap ETF Fund S000066789 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	3,185	0.01%	+683	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
46.5	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	1,456	0.00%	-519	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
47	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 13F CIK 714142 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	149,717	0.23%	-75,460	Jun 30, 2026	carried, not yet filed for the newest quarter
48	TODD ASSET MANAGEMENT LLC 13F CIK 1071483 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	146,969	0.23%	-75,708	Jun 30, 2026	carried, not yet filed for the newest quarter
49	LOS ANGELES CAPITAL MANAGEMENT LLC 13F CIK 1177206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	143,884	0.23%	+129,115	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	135,906	0.21%	-29,043	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	PIMCO RAE US Fund Fund S000048956 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	21,361	0.03%	-10,537	Jun 30, 2026	PIMCO Equity Series, not summed
50.2	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	11,039	0.02%	—	Jun 30, 2026	PIMCO Equity Series, not summed
50.3	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,806	0.00%	+120	Jun 30, 2026	PIMCO Equity Series, not summed
50.4	PIMCO RAFI ESG U.S. ETF Fund S000066985 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	420	0.00%	+221	Jun 30, 2026	PIMCO Equity Series, not summed

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Key facts CIK 927066 CUSIP 23918K108 13F (30d) 131 filings 127 filers Visit website Investor relations