EFX · Equifax Inc · Shareholders & Ownership

$182.36 -4.78 (-2.55%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$21.34B

117.02M

Volume · Oct 23 2.04M Avg daily vol (3M) 1.62M

Every disclosed holder of EFX 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 EFX

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)	824	118,505,965	101.27%	Yes
Insiders (Forms 3, 4, 5)	25	809,154	0.69%	Yes
13D/G-only blocks	1	4,859,050	4.15%	Yes
Remaining	—	7,156,995	-6.12%	Negative
Registered funds (N-PORT, not summed)	639	48,992,478	41.87%	No

Shares outstanding: 117,017,174, the issuer's latest cover-page count restated onto today's split basis.

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 EFX

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	9,396,150	8.03%	-65,798	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	1,637,591	1.40%	+89,362	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	486,725	0.42%	+21,113	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	261,420	0.22%	+30,540	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	195,755	0.17%	-11,988	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	182,284	0.16%	+37,403	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	7,780,433	6.65%	-44,672	Jun 30, 2026	carried, not yet filed for the newest quarter
3	HARRIS ASSOCIATES L P 13F CIK 813917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,447,263	6.36%	-81,853	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Oakmark Fund Fund S000002758 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	2,180,000	1.86%	-186,700	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
3.2	Oakmark Select Fund Fund S000002759 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	1,414,000	1.21%	+103,000	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
3.3	Oakmark Equity and Income Fund Fund S000002760 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	304,400	0.26%	0	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
3.4	Oakmark U.S. Large Cap ETF Fund S000088867 · Registered fund · Jun 30, 2026 Harris Oakmark ETF Trust, not summed	132,725	0.11%	+16,475	Jun 30, 2026	Harris Oakmark ETF Trust, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,242,614	4.48%	-28,390	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,199,595	4.44%	+176,003	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	701,740	0.60%	+26,318	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	283,916	0.24%	+31,203	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	144,835	0.12%	+3,060	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	43,988	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	24,158	0.02%	+320	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,187,147	4.43%	+1,510,205	Jun 30, 2026	carried, not yet filed for the newest quarter
7	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Dec 31, 2023	4,859,050	4.15%	—	Dec 31, 2023
8	Soroban Capital Partners LP 13F CIK 1517857 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,410,883	3.77%	+226,314	Jun 30, 2026	carried, not yet filed for the newest quarter
9	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,869,490	3.31%	-830,420	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	MFS Value Fund Fund S000000769 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	2,736,180	2.34%	-229,965	May 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	137,127	0.12%	+68,348	Jun 30, 2026	MFS Series Trust V, not summed
9.3	MFS Value Series Fund S000002672 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	100,467	0.09%	-9,506	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
9.4	MFS Total Return Series Fund S000002670 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	37,584	0.03%	+18,826	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
9.5	MFS Active Value ETF Fund S000085670 · Registered fund · May 31, 2026 MFS Active Exchange Traded Funds Trust, not summed	29,556	0.03%	+12,126	May 31, 2026	MFS Active Exchange Traded Funds Trust, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,780,734	3.23%	-38,542	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,310,957	2.83%	-705,458	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	GLOBAL FRANCHISE PORTFOLIO Fund S000002830 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	50,727	0.04%	-17,935	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
11.2	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	397	0.00%	0	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
11.3	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	283	0.00%	+73	Jul 31, 2026	E Trade Trust, not summed
11.4	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	188	0.00%	+26	Jul 31, 2026	E Trade Trust, not summed
11.5	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	52	0.00%	-2	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
12	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,287,984	2.81%	-360,835	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Brown Advisory Sustainable Growth Fund Fund S000037789 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	470,013	0.40%	-52,841	Jun 30, 2026	Brown Advisory Funds, not summed
12.2	Brown Advisory Global Leaders Fund Fund S000049137 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	251,756	0.22%	-19,288	Jun 30, 2026	Brown Advisory Funds, not summed
12.3	Brown Advisory Sustainable Growth ETF Fund S000092068 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	54,336	0.05%	-1,363	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
12.4	Brown Advisory Mid-Cap Growth Fund Fund S000058723 · Registered fund · Mar 31, 2026 Brown Advisory Funds, not summed	437	0.00%	—	Mar 31, 2026	Brown Advisory Funds, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,155,753	2.70%	-42,038	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,084,919	2.64%	+25,258	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,669,074	2.28%	+905,167	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	260,934	0.22%	+82,427	Jun 30, 2026	AQR Funds, not summed
15.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	74,549	0.06%	+34,136	Jun 30, 2026	AQR Funds, not summed
15.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	37,164	0.03%	—	Jun 30, 2026	AQR Funds, not summed
15.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	21,276	0.02%	—	Jun 30, 2026	AQR Funds, not summed
15.5	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	20,320	0.02%	+15,417	Jun 30, 2026	AQR Funds, not summed
16	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,580,011	2.20%	-17,386	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	2,470,499	2.11%	+1,839,588	May 31, 2026	Growth Fund of America, not summed
18	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,000,228	1.71%	+179,492	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,122,164	0.96%	+240,859	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.2	Invesco S&P 500 Equal Weight Industrials ETF Fund S000060815 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	77,832	0.07%	+13,201	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.3	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	70,188	0.06%	+8,235	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
18.4	Invesco V.I. Global Fund Fund S000064660 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	45,511	0.04%	-1,869	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
18.5	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	21,226	0.02%	+192	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
19	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,958,098	1.67%	-655,140	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	473,421	0.40%	-391,005	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
19.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	74,779	0.06%	-1,850	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
19.3	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	70,271	0.06%	+49,678	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
19.4	T. Rowe Price Financial Services Fund, Inc. Fund S000002084 · Registered fund · Jun 30, 2026 T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed	32,800	0.03%	-380	Jun 30, 2026	T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed
19.5	T. Rowe Price U.S. Equity Research ETF Fund S000071604 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	14,162	0.01%	+11,383	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
20	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,888,519	1.61%	-395,678	Jun 30, 2026	carried, not yet filed for the newest quarter
21	GENERATION INVESTMENT MANAGEMENT LLP 13F CIK 1375534 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,832,583	1.57%	+56,974	Jun 30, 2026	carried, not yet filed for the newest quarter
22	LAZARD ASSET MANAGEMENT LLC 13F CIK 1207017 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,552,857	1.33%	+316,110	Jun 30, 2026	carried, not yet filed for the newest quarter
23	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,535,111	1.31%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Darsana Capital Partners LP 13F CIK 1609098 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,500,000	1.28%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	1,495,300	1.28%	0	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
26	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,349,817	1.15%	-144,970	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,540,763	1.32%	-16,856	May 31, 2026	Fidelity Concord Street Trust, not summed
26.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	449,085	0.38%	-2,840	Jul 31, 2026	Fidelity Salem Street Trust, not summed
26.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	227,580	0.19%	-1,628	May 31, 2026	Fidelity Concord Street Trust, not summed
26.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	224,897	0.19%	+3,068	May 31, 2026	Fidelity Rutland Square Trust II, not summed
26.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	184,470	0.16%	+3,308	May 31, 2026	Fidelity Concord Street Trust, not summed
27	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	1,192,831	1.02%	+99,670	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	70	0.00%	-24	May 31, 2026	UBS INVESTMENT TRUST, not summed
27.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	29	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
27.3	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	7	0.00%	+2	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
28	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,188,265	1.02%	+723,949	Jun 30, 2026	carried, not yet filed for the newest quarter
29	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,179,532	1.01%	-927,926	Jun 30, 2026	carried, not yet filed for the newest quarter
30	BRANDES INVESTMENT PARTNERS, LP 13F CIK 1015079 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,152,350	0.98%	+405,149	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Brandes U.S. Value ETF Fund S000081644 · Registered fund · Jun 30, 2026 2023 ETF Series Trust, not summed	33,219	0.03%	+13,703	Jun 30, 2026	2023 ETF Series Trust, not summed
30.2	Brandes U.S. Small-Mid Cap Value ETF Fund S000081643 · Registered fund · Jun 30, 2026 2023 ETF Series Trust, not summed	10,376	0.01%	—	Jun 30, 2026	2023 ETF Series Trust, not summed
30.3	Brandes Global Equity Fund Fund S000084887 · Registered fund · Jun 30, 2026 Datum One Series Trust, not summed	9,265	0.01%	+4,543	Jun 30, 2026	Datum One Series Trust, not summed
31	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,132,277	0.97%	+19,645	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,104,989	0.94%	+169,719	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	20,120	0.02%	+2,237	May 31, 2026	Goldman Sachs ETF Trust, not summed
32.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	11,972	0.01%	-4,016	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
32.3	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	6,137	0.01%	-190	May 31, 2026	Goldman Sachs ETF Trust, not summed
32.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	4,124	0.00%	+18	May 31, 2026	Goldman Sachs ETF Trust II, not summed
32.5	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	3,408	0.00%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
33	Mitsubishi UFJ Asset Management Co., Ltd. 13F CIK 1466546 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,101,579	0.94%	+20,204	Jun 30, 2026	carried, not yet filed for the newest quarter
34	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,100,461	0.94%	-1,479	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	187,558	0.16%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
34.2	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	174,565	0.15%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
34.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	101,131	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
34.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	63,541	0.05%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
34.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	61,651	0.05%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
35	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,098,927	0.94%	+856,156	Jun 30, 2026	carried, not yet filed for the newest quarter
36	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,081,476	0.92%	+713	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	35,081	0.03%	+2,586	Jun 30, 2026	Northern Funds, not summed
36.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,054	0.00%	-564	Jul 31, 2026	FlexShares Trust, not summed
36.3	Large Cap Value Fund Fund S000001271 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,338	0.00%	+1,111	Jun 30, 2026	Northern Funds, not summed
37	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	1,071,846	0.92%	0	Jul 31, 2026	Washington Mutual Investors Fund, not summed
38	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	983,836	0.84%	+68,312	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	267,468	0.23%	-1,491	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	255,641	0.22%	+20,930	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	127,156	0.11%	+597	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	72,636	0.06%	+1,801	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	71,156	0.06%	+158	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	970,757	0.83%	+257,714	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	912,228	0.78%	-2,556	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
41	Canoe Financial LP 13F CIK 1908219 · Unknown · Sep 30, 2026	796,817	0.68%	+779,005	Sep 30, 2026
42	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	727,966	0.62%	0	Jun 30, 2026	New Perspective Fund, not summed
43	Carmignac Gestion 13F CIK 1569758 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	710,685	0.61%	+346,080	Jun 30, 2026	carried, not yet filed for the newest quarter
44	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	681,919	0.58%	+553,726	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	676,765	0.58%	-66,042	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	668,654	0.57%	-11,897	Jun 30, 2026	carried, not yet filed for the newest quarter
47	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	658,727	0.56%	+105,330	Jun 30, 2026	carried, not yet filed for the newest quarter
48	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	657,963	0.56%	+227,096	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	646,102	0.55%	-33,123	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
50	Calvert Equity Fund Fund S000008719 · Registered fund · Jun 30, 2026 Calvert Social Investment Fund, not summed	628,612	0.54%	+13,031	Jun 30, 2026	Calvert Social Investment Fund, not summed

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

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Key facts CIK 33185 CUSIP 294429105 13F (30d) 168 filings 158 filers Visit website Investor relations