EHC · Encompass Health Corp · Shareholders & Ownership

$123.93 -2.08 (-1.65%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$12.43B

98.65M

Volume · Oct 23 349.58K Avg daily vol (3M) 943.85K

Every disclosed holder of EHC 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 EHC

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)	617	95,552,305	96.86%	Yes
Insiders (Forms 3, 4, 5)	17	998,218	1.01%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,102,861	2.13%	Rest
Registered funds (N-PORT, not summed)	561	41,652,144	42.22%	No

Shares outstanding: 98,653,384, 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 EHC

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	10,484,385	10.63%	-284,328	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,394,861	3.44%	+63,558	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	593,485	0.60%	-17,576	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	404,065	0.41%	+24,010	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	220,165	0.22%	-8,875	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	205,363	0.21%	+3,935	May 29, 2026	BlackRock Funds, not summed
2	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,055,801	5.12%	+455,252	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	PRICE T ROWE ASSOCIATES INC /MD/ 13G CIK 80255 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,056,225	5.13%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	T. Rowe Price U.S. Large-Cap Core Fund, Inc. Fund S000026126 · Registered fund · Jun 30, 2026 T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed	1,160,103	1.18%	+83,977	Jun 30, 2026	T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed
2.3	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	483,146	0.49%	+83,600	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
2.4	T. Rowe Price Health Sciences Fund, Inc. Fund S000002088 · Registered fund · Jun 30, 2026 T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed	151,360	0.15%	0	Jun 30, 2026	T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
2.5	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	126,853	0.13%	+42,721	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,924,664	4.99%	-34,881	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,935,748	5.00%	-35,853	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,475,896	4.54%	+9,659	Jun 30, 2026	carried, not yet filed for the newest quarter
5	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,278,739	3.32%	-570,116	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	VANGUARD HEALTH CARE FUND Fund S000002922 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,252,498	1.27%	-347,518	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,185,798	3.23%	+40,824	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	502,111	0.51%	+10,620	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	153,392	0.16%	+222	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	34,703	0.04%	-400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.4	State Street(R) SPDR(R) S&P(R) Health Care Services ETF Fund S000012331 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	21,898	0.02%	+5,392	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	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	20,497	0.02%	+282	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,150,844	3.19%	-3,904	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,563,104	2.60%	+2,051,217	Jun 30, 2026	carried, not yet filed for the newest quarter
9	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,471,751	2.51%	-149,494	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	200,460	0.20%	-4,938	Jun 30, 2026	AB TRUST, not summed
9.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	61,534	0.06%	-504	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
9.3	AB US Large Cap Strategic Equities ETF Fund S000080208 · Registered fund · May 31, 2026 AB Active ETFs, Inc., not summed	60,425	0.06%	+23,422	May 31, 2026	AB Active ETFs, Inc., not summed
9.4	AB Wealth Appreciation Strategy Fund S000010514 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	46,737	0.05%	0	Jun 30, 2026	AB PORTFOLIOS, not summed
9.5	AB Large Cap Value Fund Fund S000010411 · Registered fund · Jun 30, 2026 AB TRUST, not summed	36,546	0.04%	-7,212	Jun 30, 2026	AB TRUST, not summed
10	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,460,657	2.49%	+230,678	Jun 30, 2026	carried, not yet filed for the newest quarter
11	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	2,347,546	2.38%	+223,300	Jun 30, 2026	Capitol Series Trust, not summed
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,275,892	2.31%	-16,376	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,267,668	2.30%	+45,567	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,890,743	1.92%	-7,924	Jun 30, 2026	carried, not yet filed for the newest quarter
15	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,743,028	1.77%	+68,244	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	245,623	0.25%	+13,461	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	226,407	0.23%	+54,254	Jul 31, 2026	Dimensional ETF Trust, not summed
15.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	213,642	0.22%	-8,827	Jul 31, 2026	Dimensional ETF Trust, not summed
15.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	205,698	0.21%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	158,931	0.16%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,550,797	1.57%	-254,924	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	107,240	0.11%	+33,214	May 31, 2026	Goldman Sachs Trust, not summed
16.2	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	58,723	0.06%	-6,511	Jul 31, 2026	Goldman Sachs Trust, not summed
16.3	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	29,986	0.03%	—	May 31, 2026	Goldman Sachs Trust, not summed
16.4	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	9,959	0.01%	—	May 31, 2026	Goldman Sachs Trust, not summed
16.5	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	6,544	0.01%	-233,923	Jun 30, 2026	Goldman Sachs Trust, not summed
17	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,441,139	1.46%	-18,595	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,161,108	1.18%	-2,224,997	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	398,885	0.40%	-305,203	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
18.2	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	195,157	0.20%	-43,011	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
18.3	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	78,764	0.08%	-61,665	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
18.4	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	73,070	0.07%	+3,044	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
18.5	Invesco S&P MidCap 400 GARP ETF Fund S000060794 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	57,036	0.06%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,156,930	1.17%	-25,644	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,154,864	1.17%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,151,085	1.17%	+347,934	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	150,517	0.15%	+52,600	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
21.2	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	23,895	0.02%	+6,268	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
21.3	William Blair Small-Mid Cap Value Fund Fund S000080810 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	319	0.00%	0	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
21.4	William Blair Mid Cap Value Fund Fund S000075391 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	220	0.00%	+3	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,146,873	1.16%	+249,891	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	123	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,137,424	1.15%	+14,861	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,133,561	1.15%	-97,910	Jun 30, 2026	carried, not yet filed for the newest quarter
25	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,064,233	1.08%	-2,773	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Carillon Scout Mid Cap Fund Fund S000058963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	329,770	0.33%	+3,921	Jun 30, 2026	Carillon Series Trust, not summed
25.2	Carillon Eagle Mid Cap Growth Fund Fund S000008481 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	233,963	0.24%	-103,889	Jun 30, 2026	Carillon Series Trust, not summed
26	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,050,470	1.06%	+298,417	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	522,726	0.53%	+69,692	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
26.2	Global Small Cap Fund Fund S000053103 · Registered fund · May 31, 2026 American Century World Mutual Funds, Inc., not summed	2,890	0.00%	-472	May 31, 2026	American Century World Mutual Funds, Inc., not summed
27	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	1,034,944	1.05%	+28,443	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
28	Eversept Partners, LP 13F CIK 1697013 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,026,919	1.04%	+832,815	Jun 30, 2026	carried, not yet filed for the newest quarter
29	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,012,731	1.03%	+319,582	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Brown Advisory Small-Cap Fundamental Value Fund Fund S000038484 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	181,818	0.18%	—	Jun 30, 2026	Brown Advisory Funds, not summed
29.2	Brown Advisory Small-Cap Growth Fund Fund S000038483 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	98,906	0.10%	-4,111	Jun 30, 2026	Brown Advisory Funds, not summed
29.3	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	10,348	0.01%	-8,048	Jun 30, 2026	Brown Advisory Funds, not summed
30	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	977,634	0.99%	+827,311	Jun 30, 2026	carried, not yet filed for the newest quarter
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	970,684	0.98%	+12,486	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	64,479	0.07%	+1,121	Jun 30, 2026	Northern Funds, not summed
31.2	FlexShares STOXX Global Broad Infrastructure Index Fund Fund S000042071 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	41,445	0.04%	+2,469	Jul 31, 2026	FlexShares Trust, not summed
31.3	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,224	0.01%	-693	Jul 31, 2026	FlexShares Trust, not summed
31.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,402	0.00%	+168	Jul 31, 2026	FlexShares Trust, not summed
32	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	930,330	0.94%	+982	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	872,540	0.88%	+58,808	Jun 30, 2026	carried, not yet filed for the newest quarter
34	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	848,027	0.86%	+122,314	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
35	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	808,034	0.82%	-57,508	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	15,377	0.02%	-110	Jul 31, 2026	BNY Mellon ETF Trust, not summed
36	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	805,717	0.82%	+327,898	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	788,090	0.80%	-74,422	Jun 30, 2026	carried, not yet filed for the newest quarter
38	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	763,240	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
38.1	Liberty All-Star Growth Fund Fund · Registered fund · Jun 30, 2026 LIBERTY ALL STAR GROWTH FUND INC., not summed	26,500	0.03%	—	Jun 30, 2026	LIBERTY ALL STAR GROWTH FUND INC., not summed
38.2	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	12,078	0.01%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
39	BAHL & GAYNOR INC 13F CIK 872259 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	737,678	0.75%	+183,062	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Bahl & Gaynor Dividend ETF Fund S000089194 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	146,543	0.15%	+20,119	Jun 30, 2026	ETF Series Solutions, not summed
39.2	Bahl & Gaynor Small Cap Dividend ETF Fund S000089193 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	22,221	0.02%	+430	Jun 30, 2026	ETF Series Solutions, not summed
40	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	713,677	0.72%	-141,738	Sep 30, 2026
41	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	705,597	0.72%	+14,911	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	385,467	0.39%	-4,857	Jul 31, 2026	Thrivent Mutual Funds, not summed
41.2	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	128,110	0.13%	+496	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
41.3	THRIVENT HEALTHCARE PORTFOLIO Fund S000021867 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	28,137	0.03%	+11,342	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
41.4	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	26,059	0.03%	+3,981	Jul 31, 2026	Thrivent Mutual Funds, not summed
41.5	THRIVENT MID CAP INDEX PORTFOLIO Fund S000001421 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	22,028	0.02%	-642	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
42	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	701,960	0.71%	-68,840	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	2,846	0.00%	+378	Jun 30, 2026	PIMCO Equity Series, not summed
43	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	688,264	0.70%	+497	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	271,843	0.28%	+180	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	108,490	0.11%	+5,890	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	59,344	0.06%	+81	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
43.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	58,417	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	50,511	0.05%	-2,250	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
44	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	637,218	0.65%	+15,692	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Columbia Acorn Fund Fund S000009184 · Registered fund · Jun 30, 2026 COLUMBIA ACORN TRUST, not summed	249,194	0.25%	+18,950	Jun 30, 2026	COLUMBIA ACORN TRUST, not summed
44.2	Variable Portfolio - Partners Core Equity Fund Fund S000019859 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	72,079	0.07%	+3,679	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
44.3	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	71,866	0.07%	-2,327	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
44.4	Columbia Variable Portfolio - Acorn Fund Fund S000008981 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed	48,402	0.05%	+4,125	Jun 30, 2026	COLUMBIA FUNDS VARIABLE SERIES TRUST, not summed
44.5	Variable Portfolio - Partners Small Cap Growth Fund Fund S000028697 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	11,095	0.01%	—	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	627,754	0.64%	+4,041	Jun 30, 2026	carried, not yet filed for the newest quarter
46	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	606,762	0.62%	+27,764	Jun 30, 2026	carried, not yet filed for the newest quarter
47	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	598,485	0.61%	-245,317	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	323,308	0.33%	-132,380	Jun 30, 2026	Putnam Funds Trust, not summed
47.2	Franklin U.S. Mid Cap Multifactor Index ETF Fund S000057201 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	75,260	0.08%	-12,292	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
47.3	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	4,921	0.01%	-1,340	Jun 30, 2026	Putnam Variable Trust, not summed
48	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	582,596	0.59%	+578,336	Jun 30, 2026	carried, not yet filed for the newest quarter
49	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	561,888	0.57%	+61,284	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	31,833	0.03%	+5,663	Jun 30, 2026	AQR Funds, not summed
49.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	23,711	0.02%	+2,785	Jun 30, 2026	AQR Funds, not summed
49.3	AQR MS Fusion HV Fund Fund S000093174 · Registered fund · Jun 30, 2026 AQR Funds, not summed	900	0.00%	—	Jun 30, 2026	AQR Funds, not summed
49.4	AQR LSE Fusion Fund Fund S000093171 · Registered fund · Jun 30, 2026 AQR Funds, not summed	232	0.00%	—	Jun 30, 2026	AQR Funds, not summed
50	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	557,885	0.57%	-281,922	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 785161 CUSIP 29261A100 13F (30d) 115 filings 110 filers Visit website Investor relations