EMR · Emerson Electric Co · Shareholders & Ownership

$170.44 +4.05 (+2.43%) At close · Nov 4 Play latest call Q4 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$92.81B

557.80M

Volume · Nov 4 4.74M Avg daily vol (3M) 2.65M

Every disclosed holder of EMR 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 EMR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	2,355	457,222,461	81.97%	Yes
Insiders (Forms 3, 4, 5)	22	1,923,223	0.34%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	98,654,316	17.69%	Rest
Registered funds (N-PORT, not summed)	831	149,635,620	26.83%	No

Shares outstanding: 557,800,000, 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 EMR

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	43,265,282	7.76%	+1,454,040	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	7,704,938	1.38%	+476,569	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,254,827	0.23%	-40,071	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	920,791	0.17%	-48,906	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	826,878	0.15%	+45,329	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	722,047	0.13%	+17,136	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	36,588,248	6.56%	+62,165	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	27,678,497	4.96%	+403,957	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	3,301,177	0.59%	+148,488	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,335,534	0.24%	+155,131	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,040,282	0.19%	+56,864	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	681,383	0.12%	+19,671	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	ELFUN TRUSTS Fund S000011821 · Registered fund · Jun 30, 2026 ELFUN TRUSTS, not summed	495,846	0.09%	0	Jun 30, 2026	ELFUN TRUSTS, not summed
4	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	18,366,373	3.29%	-1,575,471	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	17,782,097	3.19%	-64,556	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	14,511,893	2.60%	+230,886	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,312,414	2.39%	+216,128	Jun 30, 2026	carried, not yet filed for the newest quarter
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,613,008	2.26%	+66,103	Jun 30, 2026	carried, not yet filed for the newest quarter
9	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	12,010,701	2.15%	+360,639	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,784	0.00%	-71	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
9.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,181	0.00%	+125	Jul 31, 2026	E Trade Trust, not summed
9.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	826	0.00%	+186	Jul 31, 2026	E Trade Trust, not summed
9.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	234	0.00%	-18	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
10	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,753,147	1.93%	-4,130,797	Jun 30, 2026	carried, not yet filed for the newest quarter
11	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,761,725	1.75%	-203,210	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,426,709	1.69%	+946,690	Jun 30, 2026	carried, not yet filed for the newest quarter
13	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,740,297	1.57%	+5,940,147	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	1,206,762	0.22%	—	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
13.2	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	1,035,448	0.19%	+867,877	Jun 30, 2026	T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed
13.3	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	573,200	0.10%	—	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
13.4	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	347,782	0.06%	-3,934	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
13.5	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	219,023	0.04%	+59,046	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
14	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,464,091	1.52%	-1,153,964	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	VANGUARD WELLESLEY INCOME FUND Fund S000004405 · Registered fund · Jun 30, 2026 VANGUARD WELLESLEY INCOME FUND, not summed	1,252,892	0.22%	-287,486	Jun 30, 2026	VANGUARD WELLESLEY INCOME FUND, not summed
14.2	VANGUARD GLOBAL WELLINGTON FUND Fund S000059219 · Registered fund · Aug 31, 2026 VANGUARD WORLD FUND, not summed	164,554	0.03%	-225	Aug 31, 2026	VANGUARD WORLD FUND, not summed
14.3	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	125,597	0.02%	0	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
15	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	7,512,591	1.35%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,978,387	1.25%	-1,369,414	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Invesco Comstock Fund Fund S000027834 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,771,720	0.32%	+82,970	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
16.2	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,358,902	0.24%	+150,018	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.3	Invesco Equity and Income Fund Fund S000027808 · Registered fund · Aug 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	556,341	0.10%	-107,858	Aug 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
16.4	Invesco Growth and Income Fund Fund S000027810 · Registered fund · Aug 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	285,840	0.05%	-54,215	Aug 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
16.5	Invesco Comstock Select Fund Fund S000064612 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	215,232	0.04%	+7,131	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
17	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,784,729	1.22%	+353,825	Jun 30, 2026	carried, not yet filed for the newest quarter
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,127,385	1.10%	-143,688	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	166,621	0.03%	0	Jun 30, 2026	Northern Funds, not summed
18.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,796	0.00%	+630	Jul 31, 2026	FlexShares Trust, not summed
18.3	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	10,304	0.00%	+224	Jul 31, 2026	FlexShares Trust, not summed
18.4	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,594	0.00%	-216	Jun 30, 2026	Northern Funds, not summed
18.5	Large Cap Value Fund Fund S000001271 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,433	0.00%	-94	Jun 30, 2026	Northern Funds, not summed
19	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 13F CIK 315032 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,838,867	1.05%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,332,901	0.96%	+135,450	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	5,207,019	0.93%	-769,051	Jun 30, 2026	carried, not yet filed for the newest quarter
22	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,203,865	0.93%	+221,560	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Columbia Dividend Income Fund Fund S000012079 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	2,989,556	0.54%	-20,359	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
22.2	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · Aug 31, 2026 Columbia Funds Series Trust II, not summed	111,823	0.02%	-860	Aug 31, 2026	Columbia Funds Series Trust II, not summed
22.3	Variable Portfolio - Partners Core Equity Fund Fund S000019859 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	65,006	0.01%	+54,386	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
22.4	Columbia Large Cap Index Fund Fund S000010825 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	25,252	0.00%	-1,095	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
22.5	Columbia Variable Portfolio - Large Cap Index Fund Fund S000019848 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	22,585	0.00%	-690	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,849,579	0.87%	+335,837	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	51,552	0.01%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
23.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	47,859	0.01%	-13,695	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
23.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	44,795	0.01%	+17,757	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
23.4	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	34,628	0.01%	-1,752	Jul 31, 2026	Goldman Sachs Trust, not summed
23.5	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	32,308	0.01%	-6,101	Jun 30, 2026	Goldman Sachs Trust, not summed
24	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,603,565	0.83%	-1,712,096	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	46,946	0.01%	-1,117	Jul 31, 2026	BNY Mellon ETF Trust, not summed
25	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,487,387	0.80%	-1,274,753	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,288,134	0.77%	+122,912	Jun 30, 2026	carried, not yet filed for the newest quarter
27	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,270,506	0.77%	+255,937	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	1,210,948	0.22%	+76,151	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
27.2	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	427,700	0.08%	+2,461	Jul 31, 2026	Dimensional ETF Trust, not summed
27.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	294,601	0.05%	+19,264	Jul 31, 2026	Dimensional ETF Trust, not summed
27.4	Dimensional US Large Cap Value ETF Fund S000078987 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	269,071	0.05%	+41,203	Jul 31, 2026	Dimensional ETF Trust, not summed
27.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	239,422	0.04%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
28	Newport Trust Company, LLC 13F CIK 1722329 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,262,555	0.76%	-97,498	Jun 30, 2026	carried, not yet filed for the newest quarter
29	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,177,941	0.75%	-247,902	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	PACE Large Co Value Equity Investments Fund S000002971 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	48,938	0.01%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
29.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · Aug 31, 2026 UBS INVESTMENT TRUST, not summed	3,161	0.00%	-54	Aug 31, 2026	UBS INVESTMENT TRUST, not summed
29.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	1,196	0.00%	-112	Jun 30, 2026	UBS FUNDS, not summed
29.4	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	26	0.00%	-185	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
30	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,041,677	0.72%	-88,552	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	7,270,602	1.30%	+78,676	Aug 31, 2026	Fidelity Concord Street Trust, not summed
30.2	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	1,069,701	0.19%	+7,466	Aug 31, 2026	Fidelity Concord Street Trust, not summed
30.3	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	873,325	0.16%	+15,292	Aug 31, 2026	Fidelity Concord Street Trust, not summed
30.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	866,216	0.16%	+11,101	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
30.5	Fidelity Growth and Income Portfolio Fund S000007198 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	306,800	0.06%	+92,600	Jul 31, 2026	Fidelity Securities Fund, not summed
31	JPMorgan Equity Premium Income ETF Fund S000068402 · Registered fund · Jun 30, 2026 J.P. Morgan Exchange-Traded Fund Trust, not summed	3,676,510	0.66%	-241,593	Jun 30, 2026	J.P. Morgan Exchange-Traded Fund Trust, not summed
32	Swedbank AB 13F CIK 946431 · Unknown · Sep 30, 2026	3,666,079	0.66%	+18,670	Sep 30, 2026
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,565,525	0.64%	+23,868	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	1,248,605	0.22%	-165	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	598,536	0.11%	+435	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	339,147	0.06%	+7,873	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	336,249	0.06%	+3,384	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	276,088	0.05%	-7,394	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,384,246	0.61%	-345,759	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,103,125	0.20%	-184,374	Jun 30, 2026	College Retirement Equities Fund, not summed
34.2	Nuveen Large Cap Value Fund Fund S000005383 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	587,202	0.11%	-9,855	Jul 31, 2026	TIAA-CREF Funds, not summed
34.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	470,701	0.08%	-501	Jul 31, 2026	TIAA-CREF Funds, not summed
34.4	Nuveen Dividend Value Fund Fund S000005579 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	269,178	0.05%	-75,280	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
34.5	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	240,967	0.04%	-17,230	Jun 30, 2026	College Retirement Equities Fund, not summed
35	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	3,169,015	0.57%	+13,921	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,145,177	0.56%	-18,137	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	3,131,087	0.56%	-336,886	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
38	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	3,040,614	0.55%	-128,218	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
39	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,017,999	0.54%	-155,182	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	MFS Growth Fund Fund S000002419 · Registered fund · Aug 31, 2026 MFS Series Trust II, not summed	1,260,040	0.23%	+230,281	Aug 31, 2026	MFS Series Trust II, not summed
39.2	Massachusetts Investors Trust Fund S000000696 · Registered fund · Jun 30, 2026 MASSACHUSETTS INVESTORS TRUST, not summed	664,490	0.12%	-22,678	Jun 30, 2026	MASSACHUSETTS INVESTORS TRUST, not summed
39.3	MFS Research Fund Fund S000002438 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	308,551	0.06%	-19,654	Jun 30, 2026	MFS Series Trust V, not summed
39.4	MFS Core Equity Fund Fund S000000763 · Registered fund · Aug 31, 2026 MFS SERIES TRUST I, not summed	166,454	0.03%	-27,315	Aug 31, 2026	MFS SERIES TRUST I, not summed
39.5	MFS Growth Series Fund S000002673 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	54,920	0.01%	+1,330	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
40	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,804,692	0.50%	+215,151	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · Aug 31, 2026 GLOBAL X FUNDS, not summed	2,937,855	0.53%	+456,658	Aug 31, 2026	GLOBAL X FUNDS, not summed
40.2	Global X S&P 500 Covered Call ETF Fund S000063353 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	28,184	0.01%	-499	Jul 31, 2026	GLOBAL X FUNDS, not summed
40.3	Global X Internet of Things ETF Fund S000054692 · Registered fund · Aug 31, 2026 GLOBAL X FUNDS, not summed	23,937	0.00%	-2,805	Aug 31, 2026	GLOBAL X FUNDS, not summed
40.4	Global X S&P 500 Catholic Values ETF Fund S000050646 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	14,392	0.00%	+298	Jul 31, 2026	GLOBAL X FUNDS, not summed
40.5	Global X Adaptive U.S. Risk Management ETF Fund S000070582 · Registered fund · Aug 31, 2026 GLOBAL X FUNDS, not summed	1,172	0.00%	-67	Aug 31, 2026	GLOBAL X FUNDS, not summed
41	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,442,701	0.44%	+172,230	Jun 30, 2026	carried, not yet filed for the newest quarter
42	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,373,314	0.43%	+22,061	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Carillon Eagle Growth & Income Fund Fund S000058958 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	55,337	0.01%	-1,773	Jun 30, 2026	Carillon Series Trust, not summed
43	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Sep 30, 2026	2,327,061	0.42%	+253,457	Sep 30, 2026
44	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	2,262,297	0.41%	+41,249	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
45	1832 Asset Management L.P. 13F CIK 944388 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,124,889	0.38%	-578,738	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,018,869	0.36%	-507,472	Jun 30, 2026	carried, not yet filed for the newest quarter
47	KING LUTHER CAPITAL MANAGEMENT CORP 13F CIK 310051 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,953,010	0.35%	-40,663	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	LKCM Equity Fund Fund S000004608 · Registered fund · Jun 30, 2026 LKCM Funds, not summed	75,000	0.01%	0	Jun 30, 2026	LKCM Funds, not summed
47.2	LKCM Balanced Fund Fund S000004605 · Registered fund · Jun 30, 2026 LKCM Funds, not summed	8,800	0.00%	0	Jun 30, 2026	LKCM Funds, not summed
48	US BANCORP \DE\ 13F CIK 36104 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,896,552	0.34%	-42,841	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,819,736	0.33%	-387,971	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Janus Henderson VIT Balanced Portfolio Fund S000010394 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	208,310	0.04%	-45,189	Jun 30, 2026	Janus Aspen Series, not summed
49.2	Janus Henderson Adaptive Risk Managed U.S. Equity Fund Fund S000025898 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	74,356	0.01%	+81	Jun 30, 2026	Janus Investment Fund, not summed
50	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	1,800,110	0.32%	-21,988	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed

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

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Key facts CIK 32604 CUSIP 291011104 13F (30d) 1217 filings 1165 filers Visit website Investor relations