EXC · Exelon Corp · Shareholders & Ownership

$44.43 -0.42 (-0.94%) At close · Oct 23

S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked

Market Cap

$45.46B

1.02B

Volume · Oct 23 5.75M Avg daily vol (3M) 7.43M

Every disclosed holder of EXC 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 EXC

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)	1,286	951,676,127	93.01%	Yes
Insiders (Forms 3, 4, 5)	17	724,957	0.07%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	70,807,058	6.92%	Rest
Registered funds (N-PORT, not summed)	819	427,175,667	41.75%	No

Shares outstanding: 1,023,208,142, 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 EXC

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	119,770,685	11.71%	+7,021,076	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	103,668,925	10.13%	+12,980,103	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	14,074,889	1.38%	+919,827	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	5,545,895	0.54%	-48,507	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,213,769	0.41%	+350,749	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Global Infrastructure ETF Fund S000019356 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,956,251	0.29%	+163,320	Jun 30, 2026	iShares Trust, not summed
2	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	67,464,176	6.59%	-107,789	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	State Street(R) Utilities Select Sector SPDR(R) ETF Fund S000006416 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	16,649,684	1.63%	-898,625	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
2.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,441,236	0.24%	+291,778	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	1,957,128	0.19%	+34,166	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,244,743	0.12%	+40,380	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	389,984	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT 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	66,799,154	6.53%	+783,466	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	56,233,966	5.50%	+1,568,532	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	51,262,524	5.01%	+11,187,932	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Income Fund of America Fund S000008814 · Registered fund · Jul 31, 2026 Income Fund of America, not summed	39,057,324	3.82%	0	Jul 31, 2026	Income Fund of America, not summed
7	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	38,112,879	3.72%	+16,644,755	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Invesco NASDAQ 100 ETF Fund S000069448 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	4,345,829	0.42%	+503,288	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
7.2	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	4,085,081	0.40%	+631,115	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
7.3	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,611,051	0.16%	-456,958	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
7.4	Invesco S&P 500 High Dividend Low Volatility ETF Fund S000038520 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,122,089	0.11%	+6,635	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
7.5	Invesco Large Cap Value ETF Fund S000003055 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	494,746	0.05%	+78,709	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	32,481,200	3.17%	+418,216	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,376,504	3.16%	+650,765	Jun 30, 2026	carried, not yet filed for the newest quarter
10	LAZARD ASSET MANAGEMENT LLC 13F CIK 1207017 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,169,502	3.14%	+7,549,198	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	26,516,447	2.59%	+519,298	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	22,170,561	2.17%	+368,297	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Invesco QQQ Trust, Series 1 Fund S000101292 · Registered fund · Jun 30, 2026 Invesco QQQ Trust, Series 1, not summed	21,719,832	2.12%	+171,548	Jun 30, 2026	Invesco QQQ Trust, Series 1, not summed
14	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	20,145,585	1.97%	-283,580	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	VANGUARD ENERGY OPPORTUNITIES FUND Fund S000002921 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	2,515,096	0.25%	-337,976	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
14.2	VANGUARD GLOBAL WELLINGTON FUND Fund S000059219 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	214,080	0.02%	-65,322	May 31, 2026	VANGUARD WORLD FUND, not summed
15	GQG Partners LLC 13F CIK 1697233 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,796,580	1.93%	-2,481,621	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	GQG PARTNERS US SELECT QUALITY EQUITY FUND Fund S000063192 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	1,407,361	0.14%	-39,625	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
15.2	GQG PARTNERS GLOBAL QUALITY EQUITY FUND Fund S000065108 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	1,111,982	0.11%	-65,140	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
15.3	GQG US Equity ETF Fund S000093212 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	306,616	0.03%	+23,158	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
15.4	GQG Partners Global Quality Value Fund Fund S000072427 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	84,438	0.01%	-2,301	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
15.5	GQG Partners US Quality Value Fund Fund S000072429 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	76,360	0.01%	0	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	16,111,485	1.57%	+171,413	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	3,335	0.00%	+136	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
16.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	2,243	0.00%	+435	Jul 31, 2026	E Trade Trust, not summed
16.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,456	0.00%	+308	Jul 31, 2026	E Trade Trust, not summed
16.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	432	0.00%	+1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
17	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	14,697,258	1.44%	+39,931	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	514,645	0.05%	+196,427	Jun 30, 2026	Northern Funds, not summed
17.2	FlexShares STOXX Global Broad Infrastructure Index Fund Fund S000042071 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	422,739	0.04%	+9,779	Jul 31, 2026	FlexShares Trust, not summed
17.3	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	303,336	0.03%	+14,477	Jun 30, 2026	Northern Funds, not summed
17.4	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	127,232	0.01%	+25,592	Jul 31, 2026	FlexShares Trust, not summed
17.5	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	47,443	0.00%	+669	Jun 30, 2026	Northern Funds, not summed
18	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	13,394,412	1.31%	-19,816	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	1,548	0.00%	+62	May 31, 2026	UBS INVESTMENT TRUST, not summed
18.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	622	0.00%	+106	Jun 30, 2026	UBS FUNDS, not summed
19	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	13,226,544	1.29%	+2,943,955	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	13,097,968	1.28%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	12,929,240	1.26%	-248,992	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	12,459,069	1.22%	-356,575	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	84,731	0.01%	+88	Jul 31, 2026	BNY Mellon ETF Trust, not summed
23	Lazard Global Listed Infrastructure Portfolio Fund S000027245 · Registered fund · Jun 30, 2026 LAZARD FUNDS INC, not summed	12,446,458	1.22%	+1,049,872	Jun 30, 2026	LAZARD FUNDS INC, not summed
24	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	12,173,111	1.19%	-7,483,918	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	DWS RREEF Real Assets Fund Fund S000032019 · Registered fund · Jun 30, 2026 DEUTSCHE DWS MARKET TRUST, not summed	349,745	0.03%	-800,300	Jun 30, 2026	DEUTSCHE DWS MARKET TRUST, not summed
24.2	DWS RREEF Global Infrastructure Fund Fund S000022444 · Registered fund · Jun 30, 2026 DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed	346,265	0.03%	-429,590	Jun 30, 2026	DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed
24.3	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	73,624	0.01%	+3,757	Aug 31, 2026	DBX ETF Trust, not summed
24.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	61,662	0.01%	-11,830	May 29, 2026	DBX ETF Trust, not summed
24.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	32,048	0.00%	-906	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
25	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	11,306,259	1.11%	-431,920	Jul 31, 2026	Washington Mutual Investors Fund, not summed
26	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,506,650	1.03%	+130,712	Jun 30, 2026	carried, not yet filed for the newest quarter
27	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,855,590	0.96%	-13,172,275	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	13,089,986	1.28%	+232,751	May 31, 2026	Fidelity Concord Street Trust, not summed
27.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	3,883,039	0.38%	+138,796	Jul 31, 2026	Fidelity Salem Street Trust, not summed
27.3	Fidelity Equity Dividend Income Fund Fund S000006970 · Registered fund · May 31, 2026 Fidelity Financial Trust, not summed	2,689,100	0.26%	-1,140,200	May 31, 2026	Fidelity Financial Trust, not summed
27.4	Fidelity High Dividend ETF Fund S000054749 · Registered fund · Jul 31, 2026 Fidelity Covington Trust, not summed	2,337,507	0.23%	+124,648	Jul 31, 2026	Fidelity Covington Trust, not summed
27.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,935,388	0.19%	+46,476	May 31, 2026	Fidelity Concord Street Trust, not summed
28	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	9,729,831	0.95%	+390,640	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	8,890,472	0.87%	+481,204	Jun 30, 2026	carried, not yet filed for the newest quarter
30	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	8,230,780	0.80%	+740,933	Jun 30, 2026	carried, not yet filed for the newest quarter
31	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,061,051	0.79%	+624,966	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	230,096	0.02%	-55,643	May 31, 2026	Goldman Sachs ETF Trust, not summed
31.2	Goldman Sachs Nasdaq-100 Premium Income ETF Fund S000081510 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	212,331	0.02%	+16,769	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
31.3	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	151,873	0.01%	-109,250	Jul 31, 2026	Goldman Sachs Trust II, not summed
31.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	79,014	0.01%	+20,176	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
31.5	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	76,874	0.01%	+4,331	May 31, 2026	Goldman Sachs ETF Trust, not summed
32	ATLAS Infrastructure Partners (UK) Ltd. 13F CIK 1924953 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,750,912	0.76%	+7,750,912	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	7,291,969	0.71%	+174,237	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	2,285,283	0.22%	+15,766	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,085,826	0.11%	+42,151	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	759,951	0.07%	-20,029	May 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	621,879	0.06%	+16,411	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	608,851	0.06%	+22,342	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,126,908	0.70%	+789,999	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	7,032,229	0.69%	+758,407	May 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	6,571,691	0.64%	+9,115	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
37	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,426,477	0.63%	+851,426	Jun 30, 2026	carried, not yet filed for the newest quarter
38	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	6,155,294	0.60%	+3,463,460	Jun 30, 2026	carried, not yet filed for the newest quarter
39	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,887,358	0.58%	-90,113	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Franklin Utilities Fund Fund S000006758 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	5,200,000	0.51%	-100,000	Jun 30, 2026	Franklin Custodian Funds, not summed
39.2	Franklin U.S. Equity Index ETF Fund S000053154 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	30,906	0.00%	+3,417	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
39.3	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	28,828	0.00%	+3,808	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
39.4	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	22,762	0.00%	+3,279	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
39.5	ClearBridge Sustainable Infrastructure ETF Fund S000079010 · Registered fund · Dec 31, 2025 Franklin Templeton ETF Trust, not summed	9,493	0.00%	+1,055	Dec 31, 2025	Franklin Templeton ETF Trust, not summed
40	THE HARTFORD DIVIDEND AND GROWTH FUND Fund S000003610 · Registered fund · Jul 31, 2026 HARTFORD MUTUAL FUNDS, INC, not summed	5,785,549	0.57%	-368,502	Jul 31, 2026	HARTFORD MUTUAL FUNDS, INC, not summed
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,745,909	0.56%	-268	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Sep 30, 2026	5,558,822	0.54%	+781,917	Sep 30, 2026
43	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	5,552,577	0.54%	-215,225	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
44	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,344,162	0.52%	-10,001,140	Jun 30, 2026	carried, not yet filed for the newest quarter
45	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,903,203	0.48%	+1,322,488	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,620,165	0.45%	+216,604	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	College Retirement Equities Fund - Responsible Balanced Account Fund S000005086 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,101,142	0.11%	-42,333	Jun 30, 2026	College Retirement Equities Fund, not summed
46.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	855,158	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
46.3	Nuveen Large Cap Responsible Equity Fund Fund S000005371 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	782,073	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
46.4	Nuveen ESG Large-Cap Value ETF Fund S000055812 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	618,142	0.06%	+283,876	Jul 31, 2026	NuShares ETF Trust, not summed
46.5	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	440,581	0.04%	-18,715	Jun 30, 2026	College Retirement Equities Fund, not summed
47	CANADA LIFE ASSURANCE Co 13F CIK 1046192 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,606,559	0.45%	+97,964	Jun 30, 2026	carried, not yet filed for the newest quarter
48	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,549,696	0.44%	-445,755	Jun 30, 2026	carried, not yet filed for the newest quarter
49	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,380,016	0.43%	-523,111	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	4,125,809	0.40%	+142,175	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed

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

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 1,591 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1109357 CUSIP 30161N101 13F (30d) 282 filings 269 filers Visit website Investor relations