EIX · Edison International · Shareholders & Ownership

$59.99 +0.07 (+0.12%) At close · Nov 12 Play latest call Q2 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$23.08B

384.79M

Volume · Nov 12 2.52M Avg daily vol (3M) 5.13M

Every disclosed holder of EIX 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 EIX

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)	1,019	360,828,342	93.77%	Yes
Insiders (Forms 3, 4, 5)	16	692,778	0.18%	Yes
13D/G-only blocks	2	31,980,144	8.31%	Yes
Remaining	—	8,714,043	-2.26%	Negative
Registered funds (N-PORT, not summed)	775	135,990,018	35.34%	No

Shares outstanding: 384,787,221, 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 EIX

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	44,867,854	11.66%	-1,292,255	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	5,293,412	1.38%	+345,057	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	4,999,891	1.30%	-45,695	Jul 31, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,567,213	0.41%	+112,592	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	848,964	0.22%	-27,108	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	635,605	0.17%	-28,321	Jun 30, 2026	iShares Trust, not summed
2	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	35,821,739	9.31%	-324,794	Sep 30, 2026
2.1	State Street(R) Utilities Select Sector SPDR(R) ETF Fund S000006416 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	6,261,450	1.63%	-339,713	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
2.2	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	4,152,668	1.08%	+374,280	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.3	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	1,457,589	0.38%	+25,401	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.4	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	916,301	0.24%	+107,701	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	468,096	0.12%	+15,571	Jun 30, 2026	SPDR SERIES 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	25,114,526	6.53%	+137,624	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,216,874	6.03%	+117,294	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Capital Research Global Investors 13G CIK 1422848 · Investment adviser · Sep 30, 2024 Rule 13d-1(b), qualified institution, unconfirmed, last confirmed Sep 30, 2024	18,997,431	4.94%	-1,002,132	Sep 30, 2024	Rule 13d-1(b), qualified institution, unconfirmed, last confirmed Sep 30, 2024
6	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,694,105	4.86%	-2,145,223	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	18,694,105	4.86%	-2,145,223	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	736,322	0.19%	-511,841	Jun 30, 2026	AQR Funds, not summed
6.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	316,235	0.08%	-181,731	Jun 30, 2026	AQR Funds, not summed
6.4	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	171,043	0.04%	-1,931	Jun 30, 2026	AQR Funds, not summed
6.5	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	124,757	0.03%	+30,779	Jun 30, 2026	AQR Funds, not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	14,961,386	3.89%	+958,977	Sep 30, 2026
8	Capital International Investors 13G CIK 1562230 · Investment adviser · Dec 29, 2023 Rule 13d-1(b), qualified institution, unconfirmed, last confirmed Dec 29, 2023	12,982,713	3.37%	—	Dec 29, 2023	Rule 13d-1(b), qualified institution, unconfirmed, last confirmed Dec 29, 2023
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	12,213,453	3.17%	+9,612	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	9,971,126	2.59%	+192,055	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Invesco Ltd. 13F CIK 914208 · Investment adviser · Sep 30, 2026	8,772,905	2.28%	+3,159,471	Sep 30, 2026
11.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,606,075	0.68%	+247,674	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.2	Invesco S&P 500 High Dividend Low Volatility ETF Fund S000038520 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	878,076	0.23%	—	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.3	Invesco S&P 500 GARP ETF Fund S000032768 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	357,117	0.09%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.4	Invesco High Yield Equity Dividend AchieversTM ETF Fund S000003045 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	299,159	0.08%	+51,599	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.5	Invesco S&P 500 Equal Weight Utilities ETF Fund S000060790 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	240,470	0.06%	-20,116	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,337,470	2.17%	+27,318	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,762,077	1.76%	+214,758	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	141,665	0.04%	+12,511	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
13.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	60,547	0.02%	+9,775	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
13.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	29,545	0.01%	+627	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
13.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	19,945	0.01%	+768	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
13.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	12,993	0.00%	-197	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
14	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,081,615	1.58%	+77,986	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	113,766	0.03%	+4,259	Jun 30, 2026	Northern Funds, not summed
14.2	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	68,992	0.02%	+3,892	Jul 31, 2026	FlexShares Trust, not summed
14.3	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	67,413	0.02%	-1,887	Jul 31, 2026	FlexShares Trust, not summed
14.4	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	38,376	0.01%	-717	Jul 31, 2026	FlexShares Trust, not summed
14.5	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	21,818	0.01%	-492	Jun 30, 2026	Northern Funds, not summed
15	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	5,621,023	1.46%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,528,732	1.44%	+908,367	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	PIMCO Dividend and Income Fund Fund S000034646 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	10,136	0.00%	-177	Jun 30, 2026	PIMCO Equity Series, not summed
16.2	PIMCO RAFI ESG U.S. ETF Fund S000066985 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	6,324	0.00%	+900	Jun 30, 2026	PIMCO Equity Series, not summed
16.3	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	575	0.00%	+78	Jun 30, 2026	PIMCO Equity Series, not summed
17	State Street(R) SPDR(R) S&P 500(R) ETF Trust Fund · Registered fund · Jun 30, 2026 State Street(R) SPDR(R) S&P 500(R) ETF Trust, not summed	4,663,427	1.21%	—	Jun 30, 2026	State Street(R) SPDR(R) S&P 500(R) ETF Trust, not summed
18	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Sep 30, 2026	4,591,870	1.19%	+132,330	Sep 30, 2026
18.1	MFS Utilities Fund Fund S000002470 · Registered fund · Jul 31, 2026 MFS Series Trust VI, not summed	1,328,527	0.35%	-54,388	Jul 31, 2026	MFS Series Trust VI, not summed
18.2	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · Aug 31, 2026 MFS Series Trust X, not summed	692,347	0.18%	+25,423	Aug 31, 2026	MFS Series Trust X, not summed
18.3	MFS Utilities Series Fund S000002671 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	629,505	0.16%	-3,546	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
18.4	MFS Blended Research Core Equity Fund Fund S000002500 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	273,092	0.07%	-81,296	Jun 30, 2026	MFS SERIES TRUST XI, not summed
18.5	MFS Equity Income Fund Fund S000038342 · Registered fund · Jul 31, 2026 MFS SERIES TRUST VII, not summed	104,197	0.03%	+10,069	Jul 31, 2026	MFS SERIES TRUST VII, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,575,171	1.19%	-475,159	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,224	0.00%	-16	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
19.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	801	0.00%	+166	Jul 31, 2026	E Trade Trust, not summed
19.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	587	0.00%	+89	Jul 31, 2026	E Trade Trust, not summed
19.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	161	0.00%	-6	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
20	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,429,359	1.15%	-48,719	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Amundi 13F CIK 1330387 · Holding company · Sep 30, 2026	4,277,125	1.11%	+706,399	Sep 30, 2026
22	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	4,162,986	1.08%	-145,425	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	2,466	0.00%	+320	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
22.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · Aug 31, 2026 UBS INVESTMENT TRUST, not summed	507	0.00%	-65	Aug 31, 2026	UBS INVESTMENT TRUST, not summed
22.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	222	0.00%	+31	Jun 30, 2026	UBS FUNDS, not summed
23	ATLAS Infrastructure Partners (UK) Ltd. 13F CIK 1924953 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,839,521	1.00%	+198,373	Jun 30, 2026	carried, not yet filed for the newest quarter
24	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,720,313	0.97%	+92,817	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Columbia Disciplined Core Fund Fund S000031356 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	407,641	0.11%	+29,660	Jul 31, 2026	Columbia Funds Series Trust II, not summed
24.2	Columbia Variable Portfolio - Disciplined Core Fund Fund S000019844 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	306,205	0.08%	+15,047	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
24.3	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	82,744	0.02%	-31,251	Jul 31, 2026	Columbia ETF Trust I, not summed
24.4	Columbia Large Cap Enhanced Core Fund Fund S000010818 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	40,655	0.01%	-38	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
24.5	Columbia Disciplined Value Fund Fund S000031353 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	33,530	0.01%	0	Jul 31, 2026	Columbia Funds Series Trust II, not summed
25	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,659,220	0.95%	+99,511	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,507,101	0.91%	+22,057	Jun 30, 2026	carried, not yet filed for the newest quarter
27	ASSETMARK, INC 13F CIK 1344551 · Registered investment adviser · Sep 30, 2026	3,464,746	0.90%	+1,846,738	Sep 30, 2026
27.1	GuidePath Tactical Allocation Fund Fund S000030983 · Registered fund · Jun 30, 2026 GPS Funds II, not summed	138,965	0.04%	-1,656	Jun 30, 2026	GPS Funds II, not summed
27.2	GuideMark Large Cap Core Fund Fund S000006182 · Registered fund · Jun 30, 2026 GPS Funds I, not summed	6,944	0.00%	—	Jun 30, 2026	GPS Funds I, not summed
28	Swedbank AB 13F CIK 946431 · Unknown · Sep 30, 2026	3,224,632	0.84%	+628,839	Sep 30, 2026
29	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Sep 30, 2026	3,204,912	0.83%	-1,232,295	Sep 30, 2026
29.1	Franklin Utilities Fund Fund S000006758 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	2,200,000	0.57%	-300,000	Jun 30, 2026	Franklin Custodian Funds, not summed
29.2	Franklin Managed Income Fund Fund S000012705 · Registered fund · Jul 31, 2026 Franklin Investors Securities Trust, not summed	175,000	0.05%	0	Jul 31, 2026	Franklin Investors Securities Trust, not summed
29.3	Franklin U.S. Mid Cap Multifactor Index ETF Fund S000057201 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	152,110	0.04%	+44,494	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
29.4	Franklin Global Allocation Fund Fund S000007241 · Registered fund · Jun 30, 2026 Franklin Fund Allocator Series, not summed	124,828	0.03%	—	Jun 30, 2026	Franklin Fund Allocator Series, not summed
29.5	Franklin U.S. Core Equity (IU) Fund Fund S000066093 · Registered fund · Jul 31, 2026 Franklin Fund Allocator Series, not summed	103,687	0.03%	-8,148	Jul 31, 2026	Franklin Fund Allocator Series, not summed
30	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	3,081,481	0.80%	-1,073,810	Sep 30, 2026
30.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	31,092	0.01%	-2,252	Jul 31, 2026	BNY Mellon ETF Trust, not summed
31	UBS Group AG 13F CIK 1610520 · Bank · Sep 30, 2026	3,037,528	0.79%	-1,287,994	Sep 30, 2026
32	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,996,132	0.78%	+721,265	Jun 30, 2026	carried, not yet filed for the newest quarter
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,974,919	0.77%	+43,066	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	857,833	0.22%	+9,843	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	466,630	0.12%	+32,090	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	411,698	0.11%	+2,096	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	232,137	0.06%	+6,032	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	230,343	0.06%	+901	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,848,259	0.74%	-104,269	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · Aug 31, 2026 VANGUARD WORLD FUND, not summed	2,655,002	0.69%	-23,346	Aug 31, 2026	VANGUARD WORLD FUND, not summed
36	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,471,469	0.64%	-29,899	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
37	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Sep 30, 2026	2,464,526	0.64%	+220,133	Sep 30, 2026
37.1	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	25,120	0.01%	+19,894	Aug 31, 2026	DBX ETF Trust, not summed
37.2	Xtrackers Net Zero Pathway Paris Aligned US Equity ETF Fund S000076557 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	14,729	0.00%	-9,887	Aug 31, 2026	DBX ETF Trust, not summed
37.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	11,901	0.00%	-493	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
37.4	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	6,673	0.00%	+1	Aug 31, 2026	DBX ETF Trust, not summed
37.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	5,247	0.00%	-69	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
38	CITIGROUP INC 13F CIK 831001 · Bank · Sep 30, 2026	2,408,977	0.63%	+1,731,505	Sep 30, 2026
39	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Sep 30, 2026	2,383,094	0.62%	+274,337	Sep 30, 2026
40	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Sep 30, 2026	2,315,113	0.60%	+44,394	Sep 30, 2026
40.1	Victory Income Stock Fund Fund S000012900 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	538,381	0.14%	0	Jul 31, 2026	Victory Portfolios III, not summed
40.2	Victory Growth & Income Fund Fund S000012896 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	234,152	0.06%	+408	Jul 31, 2026	Victory Portfolios III, not summed
40.3	Victory RS Global Fund Fund S000053563 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	163,113	0.04%	-32,091	Jun 30, 2026	Victory Portfolios, not summed
40.4	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	141,223	0.04%	+54,673	Jun 30, 2026	Victory Portfolios II, not summed
40.5	Victory Value Fund Fund S000012920 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	92,148	0.02%	0	Jul 31, 2026	Victory Portfolios III, not summed
41	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	2,185,893	0.57%	+134,410	Sep 30, 2026
41.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	256,626	0.07%	+1,727	Jul 31, 2026	Dimensional ETF Trust, not summed
41.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	172,838	0.04%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
41.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	141,396	0.04%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
41.4	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	117,079	0.03%	+654	Jul 31, 2026	Dimensional ETF Trust, not summed
41.5	U.S. Sustainability Core 1 Portfolio Fund S000020422 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	116,538	0.03%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,160,271	0.56%	-4,401	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	2,157,894	0.56%	0	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
44	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Sep 30, 2026	2,098,583	0.55%	+379,734	Sep 30, 2026
44.1	First Trust Morningstar Dividend Leaders Index Fund Fund S000010976 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	862,978	0.22%	-25,690	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
44.2	First Trust Utilities AlphaDEX Fund Fund S000017704 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	473,195	0.12%	-36,090	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
44.3	First Trust Large Cap Value AlphaDEX Fund Fund S000017340 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	161,476	0.04%	+6,805	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
44.4	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	94,632	0.02%	+10,695	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
44.5	First Trust Active Factor Large Cap ETF Fund S000066788 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	25,282	0.01%	+3,332	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
45	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	2,085,845	0.54%	-83,651	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
46	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,020,983	0.53%	-184,863	Jun 30, 2026	carried, not yet filed for the newest quarter
47	FMR LLC 13F CIK 315066 · Holding company · Sep 30, 2026	1,988,478	0.52%	-2,476,025	Sep 30, 2026
47.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	4,994,978	1.30%	+70,844	Aug 31, 2026	Fidelity Concord Street Trust, not summed
47.2	Fidelity High Dividend ETF Fund S000054749 · Registered fund · Jul 31, 2026 Fidelity Covington Trust, not summed	1,553,434	0.40%	+82,804	Jul 31, 2026	Fidelity Covington Trust, not summed
47.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,442,966	0.38%	+31,161	Jul 31, 2026	Fidelity Salem Street Trust, not summed
47.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	734,506	0.19%	+6,593	Aug 31, 2026	Fidelity Concord Street Trust, not summed
47.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	645,450	0.17%	+135,544	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
48	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Sep 30, 2026	1,920,652	0.50%	+27,548	Sep 30, 2026
49	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,878,069	0.49%	-293,706	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Sep 30, 2026	1,805,265	0.47%	+687,181	Sep 30, 2026

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

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Key facts CIK 827052 CUSIP 281020107 13F (30d) 706 filings 652 filers Visit website Investor relations