EWBC · East West Bancorp Inc · Shareholders & Ownership

$130.81 -2.14 (-1.61%) At close · Oct 30 Q3 2026 earnings call transcript

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$17.92B

137.01M

Volume · Oct 30 711.11K Avg daily vol (3M) 792.31K

Every disclosed holder of EWBC 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 EWBC

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)	666	126,260,312	92.15%	Yes
Insiders (Forms 3, 4, 5)	18	1,063,082	0.78%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	9,688,462	7.07%	Rest
Registered funds (N-PORT, not summed)	554	63,213,401	46.14%	No

Shares outstanding: 137,011,856, 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 EWBC

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	13,517,378	9.87%	+285,574	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	4,688,319	3.42%	+133,009	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	558,376	0.41%	+36,371	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	418,034	0.31%	-8,073	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	336,515	0.25%	-6,760	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	319,904	0.23%	-45,401	Jul 31, 2026	iShares Trust, not summed
2	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,830,694	6.45%	-558,938	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,235,859	0.90%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
2.2	Invesco KBW Bank ETF Fund S000034530 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,032,631	0.75%	+155,549	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
2.3	Invesco Dorsey Wright Momentum ETF Fund S000013787 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	65,360	0.05%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
2.4	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	57,527	0.04%	—	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
2.5	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	34,228	0.03%	-3,428	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
3	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,485,968	6.19%	+801,062	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	1,793,071	1.31%	+61,318	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
3.2	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	1,034,817	0.76%	0	Jun 30, 2026	Variable Insurance Products Fund III, not summed
3.3	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	748,034	0.55%	+12,400	Jul 31, 2026	Fidelity Concord Street Trust, not summed
3.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	663,431	0.48%	-41,037	Aug 31, 2026	Fidelity Concord Street Trust, not summed
3.5	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	573,675	0.42%	-116,926	Jul 31, 2026	Fidelity Puritan Trust, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,595,199	4.81%	-128,308	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,182,969	4.51%	+19,216	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,022,525	3.67%	+57,992	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	693,424	0.51%	+21,266	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	467,715	0.34%	-43,154	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	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	108,067	0.08%	+1,538	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	107,762	0.08%	-12,832	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	103,130	0.08%	-767	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,453,454	3.25%	+403,619	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	3,744,240	2.73%	+458,315	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
7.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	378,953	0.28%	+6,913	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
7.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	145,527	0.11%	+524	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
7.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	83,004	0.06%	+2,011	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
7.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	82,188	0.06%	+886	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,347,235	3.17%	-20,579	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,985,737	2.91%	+120,860	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,574,111	2.61%	+130,302	Jun 30, 2026	carried, not yet filed for the newest quarter
11	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,227,066	2.36%	+1,484,505	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	280,880	0.21%	+109,396	Jun 30, 2026	AQR Funds, not summed
11.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	105,957	0.08%	+24,901	Jun 30, 2026	AQR Funds, not summed
11.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	29,401	0.02%	0	Jun 30, 2026	AQR Funds, not summed
11.4	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	21,832	0.02%	—	Jun 30, 2026	AQR Funds, not summed
11.5	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	16,165	0.01%	+1	Jun 30, 2026	AQR Funds, not summed
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,139,361	2.29%	-33,122	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,124,825	2.28%	-793,690	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	FT Vest Rising Dividend Achievers Target Income ETF Fund S000077479 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	281,904	0.21%	-114,723	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
13.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	65,892	0.05%	+1,249	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
13.3	First Trust BuyWrite Income ETF Fund S000040302 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	48,432	0.04%	+2,492	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
13.4	First Trust Large Cap Value AlphaDEX Fund Fund S000017340 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	37,249	0.03%	-24,496	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
13.5	First Trust Nasdaq Bank ETF Fund S000053942 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	34,468	0.03%	-7,855	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
14	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,850,167	2.08%	+15,524	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,832,718	2.07%	-99,983	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Himalaya Capital Management LLC 13F CIK 1709323 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,776,351	2.03%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,990,247	1.45%	-29,944	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	First Trust Rising Dividend Achievers ETF Fund S000043486 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,918,548	1.40%	-880,580	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
19	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,912,376	1.40%	-3,069	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	209,940	0.15%	+8,302	Jul 31, 2026	Dimensional ETF Trust, not summed
19.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	198,840	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	182,948	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	149,731	0.11%	-5,209	Jul 31, 2026	Dimensional ETF Trust, not summed
19.5	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	125,358	0.09%	-53,501	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,873,243	1.37%	+21,178	Jun 30, 2026	carried, not yet filed for the newest quarter
21	American Mutual Fund Fund S000008999 · Registered fund · Jul 31, 2026 American Mutual Fund, not summed	1,761,851	1.29%	0	Jul 31, 2026	American Mutual Fund, not summed
22	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,721,570	1.26%	-28,059	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	1,052,207	0.77%	-12,602	Jun 30, 2026	MFS SERIES TRUST XI, not summed
22.2	MFS New Discovery Value Fund Fund S000032712 · Registered fund · Aug 31, 2026 MFS SERIES TRUST XIII, not summed	131,111	0.10%	-38,937	Aug 31, 2026	MFS SERIES TRUST XIII, not summed
22.3	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	38,257	0.03%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
22.4	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	2,957	0.00%	-181	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
22.5	MFS Blended Research Small Cap Equity Portfolio Fund S000008071 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	1,469	0.00%	-5,410	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
23	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,717,034	1.25%	+24,291	Jun 30, 2026	carried, not yet filed for the newest quarter
24	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,650,048	1.20%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
25	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,626,223	1.19%	-29,934	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,571,125	1.15%	+36,069	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,439,451	1.05%	-36,381	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	89,884	0.07%	+1,774	Jul 31, 2026	FlexShares Trust, not summed
27.2	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	89,029	0.07%	+2,498	Jun 30, 2026	Northern Funds, not summed
27.3	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	22,386	0.02%	-273	Jul 31, 2026	FlexShares Trust, not summed
27.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,424	0.00%	-22,834	Jul 31, 2026	FlexShares Trust, not summed
27.5	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,240	0.00%	-280	Jul 31, 2026	FlexShares Trust, not summed
28	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,330,518	0.97%	-98,256	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small-MidCap Dividend Income Fund Fund S000032942 · Registered fund · Aug 31, 2026 Principal Funds, Inc, not summed	237,564	0.17%	-100,798	Aug 31, 2026	Principal Funds, Inc, not summed
28.2	Principal Capital Appreciation Fund Fund S000014238 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	150,681	0.11%	-52,933	Jul 31, 2026	Principal Funds, Inc, not summed
28.3	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	52,377	0.04%	-257	Jul 31, 2026	Principal Funds, Inc, not summed
28.4	Principal Capital Appreciation Account Fund S000014085 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	10,211	0.01%	-2,776	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
28.5	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	3,043	0.00%	+1,131	Jul 31, 2026	Principal Funds, Inc, not summed
29	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,316,230	0.96%	+909,674	Jun 30, 2026	carried, not yet filed for the newest quarter
30	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,231,251	0.90%	+39,291	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	239	0.00%	+108	Jul 31, 2026	E Trade Trust, not summed
31	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,186,619	0.87%	-38,496	Jun 30, 2026	carried, not yet filed for the newest quarter
32	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,093,452	0.80%	-1,228,355	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	256,081	0.19%	-218,687	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
32.2	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	184,699	0.13%	+62,139	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
32.3	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	147,000	0.11%	-230,900	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
32.4	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	84,728	0.06%	-14,873	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
32.5	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	48,285	0.04%	-24,915	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,012,810	0.74%	-54,091	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	22,316	0.02%	+351	Jul 31, 2026	BNY Mellon ETF Trust, not summed
34	Capital Income Builder Fund S000009000 · Registered fund · Jul 31, 2026 Capital Income Builder, not summed	1,001,794	0.73%	0	Jul 31, 2026	Capital Income Builder, not summed
35	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	869,286	0.63%	+169,928	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	230,325	0.17%	-1,279	Jul 31, 2026	TIAA-CREF Funds, not summed
35.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	125,485	0.09%	+83,900	Jul 31, 2026	TIAA-CREF Funds, not summed
35.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	115,687	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
35.4	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	101,895	0.07%	-7,713	Jul 31, 2026	NuShares ETF Trust, not summed
35.5	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	101,780	0.07%	+68,100	Jun 30, 2026	College Retirement Equities Fund, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	865,827	0.63%	+12,449	Jun 30, 2026	carried, not yet filed for the newest quarter
37	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	850,754	0.62%	+41,095	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · Aug 31, 2026 Goldman Sachs Trust, not summed	20,501	0.02%	-221	Aug 31, 2026	Goldman Sachs Trust, not summed
37.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	13,319	0.01%	+7,424	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
37.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	9,545	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
37.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	4,583	0.00%	-51	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
37.5	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	1,520	0.00%	-128	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
38	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	835,976	0.61%	-4,159	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
39	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	825,265	0.60%	-37,516	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	AB DISCOVERY GROWTH FUND, INC. Fund S000010117 · Registered fund · Jun 30, 2026 AB DISCOVERY GROWTH FUND, INC., not summed	207,201	0.15%	-3,719	Jun 30, 2026	AB DISCOVERY GROWTH FUND, INC., not summed
39.2	AB RELATIVE VALUE FUND, INC. Fund S000010080 · Registered fund · Jun 30, 2026 AB RELATIVE VALUE FUND, INC., not summed	138,910	0.10%	+13,180	Jun 30, 2026	AB RELATIVE VALUE FUND, INC., not summed
39.3	AB Relative Value Portfolio Fund S000010448 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	82,220	0.06%	+8,520	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
39.4	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	1,440	0.00%	0	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
39.5	Overlay A Portfolio Fund S000027647 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	588	0.00%	0	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
40	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	803,525	0.59%	+9,679	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	20,566	0.02%	-700	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
40.2	SIIT LARGE CAP INDEX FUND Fund S000006768 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	3,400	0.00%	-700	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
40.3	New Covenant Growth Fund Fund S000024941 · Registered fund · Jun 30, 2026 NEW COVENANT FUNDS, not summed	1,036	0.00%	0	Jun 30, 2026	NEW COVENANT FUNDS, not summed
40.4	AMT Diversified Equity Fund Fund S000073478 · Registered fund · Jul 31, 2026 ADVISER MANAGED TRUST, not summed	611	0.00%	-39	Jul 31, 2026	ADVISER MANAGED TRUST, not summed
41	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	754,178	0.55%	-1,238,770	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Zurcher Kantonalbank (Zurich Cantonalbank) 13F CIK 1368163 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	749,354	0.55%	-20,095	Jun 30, 2026	carried, not yet filed for the newest quarter
43	NG DOMINIC Insider CIK 1201236 · May 6, 2026 Director, issuer-wide	715,706	0.52%	-30,000	May 6, 2026	Director, issuer-wide
44	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	713,888	0.52%	-21,692	Jun 30, 2026	carried, not yet filed for the newest quarter
45	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	697,972	0.51%	-23,708	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
46	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	649,641	0.47%	-156,315	Jun 30, 2026	carried, not yet filed for the newest quarter
47	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	606,964	0.44%	+164,349	Jun 30, 2026	carried, not yet filed for the newest quarter
48	MILLER HOWARD INVESTMENTS INC /NY 13F CIK 903947 · Registered investment adviser · Sep 30, 2026	606,850	0.44%	-5,620	Sep 30, 2026
49	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	598,656	0.44%	+598,656	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Growth Fund of America Fund S000009228 · Registered fund · Aug 31, 2026 Growth Fund of America, not summed	579,997	0.42%	0	Aug 31, 2026	Growth Fund of America, not summed

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

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Key facts CIK 1069157 CUSIP 27579R104 13F (30d) 210 filings 194 filers Visit website Investor relations