EPAM · EPAM Systems, Inc. · Shareholders & Ownership

$130.68 +3.30 (+2.59%)

S&P 600 member Russell 1000 member Rebalance outlook locked

Market Cap

$6.57B

51.59M

Volume · Oct 20 1.08M Avg daily vol (3M) 1.27M

Every disclosed holder of EPAM 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 EPAM

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)	449	56,513,456	109.55%	Yes
Insiders (Forms 3, 4, 5)	19	1,648,460	3.20%	Yes
13D/G-only blocks	2	4,937,711	9.57%	Yes
Remaining	—	11,512,646	-22.32%	Negative
Registered funds (N-PORT, not summed)	381	26,399,151	51.17%	No

Shares outstanding: 51,586,981, 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 EPAM

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	6,637,475	12.87%	+2,548,891	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,217,584	12.05%	+2,241,785	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,147,601	6.10%	—	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	449,763	0.87%	—	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	209,054	0.41%	+2,168	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	113,904	0.22%	-10,980	Jun 30, 2026	iShares Trust, not summed
2	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,459,505	10.58%	+1,676,208	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	AMERIPRISE FINANCIAL INC 13G CIK 820027 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,505,506	10.67%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Columbia Select Large Cap Value Fund Fund S000031373 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	929,679	1.80%	+166,786	May 31, 2026	Columbia Funds Series Trust II, not summed
2.3	Columbia Variable Portfolio - Select Large Cap Value Fund Fund S000019845 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	805,742	1.56%	+239,954	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
2.4	Columbia Intrinsic Value Fund Fund S000031354 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	772,983	1.50%	+382,150	May 31, 2026	Columbia Funds Series Trust II, not summed
2.5	Columbia Seligman Technology and Information Fund Fund S000031370 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	471,300	0.91%	+361,300	May 31, 2026	Columbia Funds Series Trust II, not summed
3	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,825,040	9.35%	-2,015,102	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Capital World Investors 13G CIK 1422849 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,924,688	9.55%	-1,746,770	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,466,590	6.72%	+508,897	Jun 30, 2026	carried, not yet filed for the newest quarter
5	WCM INVESTMENT MANAGEMENT, LLC 13G CIK 1061186 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(b), qualified institution	2,502,390	4.85%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
6	Capital Research Global Investors 13G CIK 1422848 · Investment adviser · Sep 30, 2024 Rule 13d-1(b), qualified institution	2,435,321	4.72%	-5,263,609	Sep 30, 2024	Rule 13d-1(b), qualified institution
7	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,410,977	4.67%	-1,967,927	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Invesco Ltd. 13G CIK 914208 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,410,977	4.67%	-1,158,521	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7.2	Invesco Developing Markets Fund Fund S000064706 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	595,210	1.15%	0	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
7.3	Invesco Emerging Markets ex-China Fund Fund S000000234 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	98,361	0.19%	0	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
7.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	94,693	0.18%	+32,108	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
7.5	Invesco Asia Pacific Equity Fund Fund S000000226 · Registered fund · Jul 31, 2026 AIM International Mutual Funds (Invesco International Mutual Funds), not summed	36,698	0.07%	0	Jul 31, 2026	AIM International Mutual Funds (Invesco International Mutual Funds), not summed
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,275,391	4.41%	-1,188,548	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,679,443	5.19%	-1,265,488	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,956,089	3.79%	-277,105	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	478,006	0.93%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	272,232	0.53%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	31,571	0.06%	+10,779	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	17,900	0.03%	—	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9.5	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	11,462	0.02%	+162	Jun 30, 2026	SPDR SERIES TRUST, not summed
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,648,593	3.20%	+579,309	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	335,880	0.65%	+113,429	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.2	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	179,736	0.35%	+60,392	Jul 31, 2026	Dimensional ETF Trust, not summed
10.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	179,370	0.35%	+13,302	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.4	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	141,598	0.27%	+111,155	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	136,988	0.27%	+103,339	Jul 31, 2026	Dimensional ETF Trust, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,576,300	3.06%	-58,022	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,568,576	3.04%	+1,484,718	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Aikya Investment Management Ltd 13F CIK 2005403 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,365,913	2.65%	+455,298	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Dobkin Arkadiy Insider CIK 1538843 · Mar 25, 2026 Director, Executive Chairman, issuer-wide	1,333,765	2.59%	+10,944	Mar 25, 2026	Director, Executive Chairman, issuer-wide
15	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,249,137	2.42%	+130,347	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	51	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
16	BRANDES INVESTMENT PARTNERS, LP 13F CIK 1015079 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,173,823	2.28%	-151,231	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Brandes U.S. Small-Mid Cap Value ETF Fund S000081643 · Registered fund · Jun 30, 2026 2023 ETF Series Trust, not summed	33,153	0.06%	+14,744	Jun 30, 2026	2023 ETF Series Trust, not summed
16.2	Brandes U.S. Value ETF Fund S000081644 · Registered fund · Jun 30, 2026 2023 ETF Series Trust, not summed	31,850	0.06%	+671	Jun 30, 2026	2023 ETF Series Trust, not summed
16.3	Brandes Global Equity Fund Fund S000084887 · Registered fund · Jun 30, 2026 Datum One Series Trust, not summed	8,742	0.02%	+240	Jun 30, 2026	Datum One Series Trust, not summed
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,138,784	2.21%	-47,147	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,101,476	2.14%	-514,398	Jun 30, 2026	carried, not yet filed for the newest quarter
19	New Economy Fund Fund S000009598 · Registered fund · May 31, 2026 New Economy Fund, not summed	1,066,439	2.07%	-814,566	May 31, 2026	New Economy Fund, not summed
20	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	983,951	1.91%	-612,675	Jun 30, 2026	New Perspective Fund, not summed
21	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	968,340	1.88%	+391,061	Jun 30, 2026	carried, not yet filed for the newest quarter
22	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	966,015	1.87%	+946,345	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	956,904	1.85%	-48,071	May 31, 2026	VANGUARD WORLD FUND, not summed
24	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	778,355	1.51%	-709,192	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	MFS Emerging Markets Equity Fund Fund S000002512 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	589,257	1.14%	+368,308	May 31, 2026	MFS SERIES TRUST X, not summed
24.2	MFS International New Discovery Fund Fund S000002437 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	139,274	0.27%	-3,083	Jun 30, 2026	MFS Series Trust V, not summed
24.3	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	5,744	0.01%	—	May 31, 2026	MFS SERIES TRUST X, not summed
24.4	MFS Emerging Markets Equity Portfolio Fund S000002658 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST II, not summed	2,541	0.00%	-160	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST II, not summed
24.5	MFS Active Mid Cap ETF Fund S000094824 · Registered fund · May 31, 2026 MFS Active Exchange Traded Funds Trust, not summed	1,542	0.00%	+48	May 31, 2026	MFS Active Exchange Traded Funds Trust, not summed
25	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	747,092	1.45%	+587,550	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	2,347	0.00%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
25.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	1,888	0.00%	+12	May 31, 2026	Goldman Sachs ETF Trust II, not summed
25.3	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,286	0.00%	+266	May 31, 2026	Goldman Sachs ETF Trust, not summed
25.4	Goldman Sachs Strategic Factor Allocation Fund Fund S000054057 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	837	0.00%	-66	May 31, 2026	GOLDMAN SACHS TRUST, not summed
25.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	825	0.00%	+274	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
26	Capital World Growth & Income Fund Fund S000009001 · Registered fund · May 31, 2026 Capital World Growth & Income Fund, not summed	742,811	1.44%	0	May 31, 2026	Capital World Growth & Income Fund, not summed
27	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	721,043	1.40%	-34,151	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	692,670	1.34%	-2,840	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	676,395	1.31%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
30	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	666,497	1.29%	+317,911	Jun 30, 2026	carried, not yet filed for the newest quarter
31	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	662,019	1.28%	+37,320	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Capital Group Global Growth Equity ETF Fund S000074250 · Registered fund · May 31, 2026 Capital Group Global Growth Equity ETF, not summed	612,718	1.19%	+249,736	May 31, 2026	Capital Group Global Growth Equity ETF, not summed
33	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	599,205	1.16%	—	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	595,177	1.15%	+314,359	Jun 30, 2026	carried, not yet filed for the newest quarter
35	GREENHAVEN ASSOCIATES INC 13F CIK 846222 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	587,300	1.14%	+587,300	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Global Growth Fund Fund S000008786 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	487,827	0.95%	-60,738	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
37	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	486,908	0.94%	+266,248	Jun 30, 2026	carried, not yet filed for the newest quarter
38	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	483,165	0.94%	+191,041	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
39	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	470,906	0.91%	+165,854	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Old Westbury Large Cap Strategies Fund Fund S000001858 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	274,923	0.53%	+84,459	Jul 31, 2026	Old Westbury Funds Inc, not summed
39.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	20,031	0.04%	+6,681	Jul 31, 2026	Old Westbury Funds Inc, not summed
40	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	461,192	0.89%	+73,849	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	706,948	1.37%	+3,915	May 31, 2026	Fidelity Concord Street Trust, not summed
40.2	Select Software and IT Services Portfolio Fund S000007483 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	443,525	0.86%	+59,400	May 31, 2026	Fidelity Select Portfolios, not summed
40.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	192,887	0.37%	-6,620	Jul 31, 2026	Fidelity Salem Street Trust, not summed
40.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	103,983	0.20%	+523	May 31, 2026	Fidelity Concord Street Trust, not summed
40.5	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	94,900	0.18%	—	Jul 31, 2026	Fidelity Capital Trust, not summed
41	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	444,118	0.86%	-77,431	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	149,777	0.29%	+741	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	60,212	0.12%	+3,701	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	34,284	0.07%	+4,870	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	32,840	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	32,370	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
42	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	410,108	0.80%	+105,783	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Kopernik Global Investors, LLC 13F CIK 1599814 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	402,809	0.78%	+402,809	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Kopernik Global All-Cap Fund Fund S000042718 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	75,721	0.15%	—	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
43.2	Kopernik International Fund Fund S000049911 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	22,579	0.04%	—	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
44	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	368,895	0.72%	-92,978	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,749	0.03%	—	Jun 30, 2026	Northern Funds, not summed
44.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	11,692	0.02%	+9,382	Jul 31, 2026	FlexShares Trust, not summed
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	328,233	0.64%	+20,984	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	311,641	0.60%	+23,217	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	8,263	0.02%	-905	Jul 31, 2026	BNY Mellon ETF Trust, not summed
47	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	293,863	0.57%	—	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
48	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	260,470	0.50%	+260,470	Jun 30, 2026	carried, not yet filed for the newest quarter
49	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	258,305	0.50%	+161,947	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	First Trust Technology AlphaDEX Fund Fund S000017703 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	535,875	1.04%	+416,051	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
49.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	64,904	0.13%	+38,089	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
49.3	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	20,417	0.04%	+13,692	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
49.4	First Trust Active Factor Large Cap ETF Fund S000066788 · Registered fund · May 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	16,788	0.03%	+11,185	May 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
49.5	First Trust Active Factor Mid Cap ETF Fund S000066789 · Registered fund · May 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	5,823	0.01%	+2,685	May 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
50	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	251,977	0.49%	+185,486	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	38,492	0.07%	—	Jul 31, 2026	Principal Funds, Inc, not summed
50.2	LargeCap Value Fund III Fund S000007122 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	7,847	0.02%	+7,097	Jul 31, 2026	Principal Funds, Inc, not summed
50.3	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,148	0.00%	+385	Jul 31, 2026	Principal Funds, Inc, not summed
50.4	Global Multi-Strategy Fund Fund S000033960 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	23	0.00%	-1,435	May 31, 2026	Principal Funds, Inc, not summed

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Key facts CIK 1352010 CUSIP 29414B104 13F (30d) 52 filings 49 filers Visit website Investor relations