FCNCA · First Citizens Bancshares Inc · Shareholders & Ownership

$2,137.00 -6.91 (-0.32%)

Russell 1000 member Rebalance outlook locked

Market Cap

$24.21B

11.29M

Volume · Oct 21 61.5K Avg daily vol (3M) 62.68K

Every disclosed holder of FCNCA 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 FCNCA

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)	632	6,649,836	58.88%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	3	1,153,338	10.21%	Yes
Remaining	—	3,489,946	30.90%	Rest
Registered funds (N-PORT, not summed)	426	3,186,756	28.22%	No

Shares outstanding: 11,293,120, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 FCNCA

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	BRYANT HOPE HOLDING Insider CIK 1065415 · Mar 17, 2026 Director, Vice Chairwoman, issuer-wide, not summed	1,020,495	9.04%	-357	Mar 17, 2026	Director, Vice Chairwoman, issuer-wide, not summed
2	HARRIS ASSOCIATES L P 13F CIK 813917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	919,347	8.14%	-28,754	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Oakmark Fund Fund S000002758 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	276,500	2.45%	-20,000	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
2.2	Oakmark Select Fund Fund S000002759 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	256,012	2.27%	0	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
2.3	Oakmark U.S. Large Cap ETF Fund S000088867 · Registered fund · Jun 30, 2026 Harris Oakmark ETF Trust, not summed	11,878	0.11%	0	Jun 30, 2026	Harris Oakmark ETF Trust, not summed
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	859,143	7.61%	-145,107	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	494,453	4.38%	-60,119	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	BlackRock Equity Dividend Fund Fund S000002243 · Registered fund · Jul 31, 2026 BlackRock Equity Dividend Fund, not summed	93,660	0.83%	-57,379	Jul 31, 2026	BlackRock Equity Dividend Fund, not summed
3.3	iShares MSCI USA Min Vol Factor ETF Fund S000031838 · Registered fund · Jul 31, 2026 iShares Trust, not summed	36,269	0.32%	-178	Jul 31, 2026	iShares Trust, not summed
3.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	32,882	0.29%	-605	Jun 30, 2026	iShares Trust, not summed
3.5	BlackRock Large Cap Focus Value Fund, Inc. Fund S000002321 · Registered fund · Jun 30, 2026 BlackRock Large Cap Focus Value Fund, Inc., not summed	27,200	0.24%	-918	Jun 30, 2026	BlackRock Large Cap Focus Value Fund, Inc., not summed
4	BRISTOW PETER M Insider CIK 1065417 · Mar 2, 2026 Director, President, 10% Owner, issuer-wide, not summed	660,225	5.85%	+188	Mar 2, 2026	Director, President, 10% Owner, issuer-wide, not summed
5	Frank B. Holding, Jr. 13D CIK 1065416 · Unknown · Aug 7, 2026 Item 4 purpose: Passive investment	583,959	5.17%	-5,346	Aug 7, 2026
5.1	HOLDING FRANK B JR Insider CIK 1065416 · Jun 5, 2026 Director, Chairman and CEO, 10% Owner, issuer-wide, not summed	669,217	5.93%	+137	Jun 5, 2026	Director, Chairman and CEO, 10% Owner, issuer-wide, not summed
6	BlackRock Portfolio Management LLC 13G CIK 2052113 · Holding company · Mar 31, 2026 Rule 13d-1(b), qualified institution	449,706	3.98%	-224,461	Mar 31, 2026	Rule 13d-1(b), qualified institution
7	Dodge & Cox 13F CIK 200217 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	404,215	3.58%	+11,128	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Dodge & Cox Stock Fund Fund S000011202 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	300,700	2.66%	0	Jun 30, 2026	Dodge & Cox Funds, not summed
7.2	Dodge & Cox Balanced Fund Fund S000011204 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	25,200	0.22%	0	Jun 30, 2026	Dodge & Cox 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	358,575	3.18%	-28,839	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	312,316	2.77%	-36,407	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Holding Olivia Britton Insider CIK 1563717 · Sep 15, 2026 10% Owner, issuer-wide, not summed	304,480	2.70%	—	Sep 15, 2026	10% Owner, issuer-wide, not summed
11	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	285,246	2.53%	0	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
12	Bristow Claire H Insider CIK 1563815 · Mar 2, 2026 10% Owner, issuer-wide, not summed	279,995	2.48%	—	Mar 2, 2026	10% Owner, issuer-wide, not summed
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	235,132	2.08%	-25,942	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	208,230	1.84%	-14,810	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	6,535	0.06%	-322	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	2,728	0.02%	-400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14.3	State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF Fund S000048346 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,072	0.01%	-27	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	48	0.00%	-7	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14.5	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	43	0.00%	-10	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
15	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	184,805	1.64%	-79,809	Jun 30, 2026	carried, not yet filed for the newest quarter
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	171,811	1.52%	-9,161	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	169,849	1.50%	-19,211	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	154,960	1.37%	+22,130	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Hotchkis and Wiley Mid-Cap Value Fund Fund S000006214 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	2,887	0.03%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
18.2	Hotchkis and Wiley Large Cap Fundamental Value Fund Fund S000006213 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	1,400	0.01%	—	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
18.3	Hotchkis and Wiley Large Cap Disciplined Value Fund Fund S000006212 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	525	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
18.4	Hotchkis & Wiley SMID Cap Diversified Value Fund Fund S000091359 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	13	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
19	Brice Carson H Insider CIK 1564431 · Mar 3, 2026 10% Owner, issuer-wide, not summed	144,726	1.28%	—	Mar 3, 2026	10% Owner, issuer-wide, not summed
20	COATUE MANAGEMENT LLC 13F CIK 1135730 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	139,498	1.24%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
21	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	126,898	1.12%	+951	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	15,239	0.13%	+121	Jul 31, 2026	Dimensional ETF Trust, not summed
21.2	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	13,727	0.12%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
21.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	13,669	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	8,621	0.08%	+163	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	7,678	0.07%	+54	Jul 31, 2026	Dimensional ETF Trust, not summed
22	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	121,519	1.08%	-13,148	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	49,865	0.44%	-2,814	May 31, 2026	Fidelity Concord Street Trust, not summed
22.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	30,339	0.27%	-2,120	Jul 31, 2026	Fidelity Salem Street Trust, not summed
22.3	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	26,800	0.24%	0	Jun 30, 2026	Variable Insurance Products Fund III, not summed
22.4	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	18,892	0.17%	-6,500	Jul 31, 2026	Fidelity Capital Trust, not summed
22.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	18,323	0.16%	-496	May 31, 2026	Fidelity Concord Street Trust, not summed
23	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	120,114	1.06%	-1,918	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	PACE Large Co Value Equity Investments Fund S000002971 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	979	0.01%	-50	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
23.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	422	0.00%	-6	May 31, 2026	UBS INVESTMENT TRUST, not summed
23.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	142	0.00%	-5	Jun 30, 2026	UBS FUNDS, not summed
24	Capital Research Global Investors 13G CIK 1422848 · Investment adviser · Sep 30, 2025 Rule 13d-1(b), qualified institution	119,673	1.06%	-512,223	Sep 30, 2025	Rule 13d-1(b), qualified institution
25	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	107,611	0.95%	-12,776	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	106,704	0.94%	-1,801	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	99,191	0.88%	-38,249	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	28	0.00%	-3	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
27.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	18	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
27.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	12	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
27.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	4	0.00%	0	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
28	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	92,699	0.82%	+823	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Allspring Special Mid Cap Value Fund Fund S000007349 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	64,600	0.57%	0	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
28.2	Allspring Large Cap Core Fund Fund S000029060 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	7,392	0.07%	+2,516	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
28.3	Allspring Real Return Portfolio Fund S000007549 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	701	0.01%	+167	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
29	REINHART PARTNERS, LLC. 13F CIK 1080298 · Registered investment adviser · Sep 30, 2026	82,235	0.73%	-1,971	Sep 30, 2026
29.1	Reinhart Genesis PMV Fund Fund S000055903 · Registered fund · May 31, 2026 Managed Portfolio Series, not summed	15,030	0.13%	+2,200	May 31, 2026	Managed Portfolio Series, not summed
29.2	Reinhart Mid Cap PMV Fund Fund S000037193 · Registered fund · May 31, 2026 Managed Portfolio Series, not summed	931	0.01%	-50	May 31, 2026	Managed Portfolio Series, not summed
30	JPMorgan Mid Cap Value Fund Fund S000004475 · Registered fund · Jun 30, 2026 J.P. Morgan Fleming Mutual Fund Group, Inc., not summed	81,611	0.72%	-8,162	Jun 30, 2026	J.P. Morgan Fleming Mutual Fund Group, Inc., not summed
31	FIRST CITIZENS BANK & TRUST CO 13F CIK 1092203 · Unknown · Sep 30, 2026	75,073	0.66%	-48	Sep 30, 2026
32	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	74,642	0.66%	+4,403	Jun 30, 2026	carried, not yet filed for the newest quarter
33	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	71,630	0.63%	-3,992	Jun 30, 2026	carried, not yet filed for the newest quarter
34	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	67,445	0.60%	-5,993	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	15,086	0.13%	-283	Jun 30, 2026	AB TRUST, not summed
34.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	4,548	0.04%	-198	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
34.3	AB Large Cap Value Fund Fund S000010411 · Registered fund · Jun 30, 2026 AB TRUST, not summed	1,759	0.02%	0	Jun 30, 2026	AB TRUST, not summed
34.4	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	169	0.00%	0	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
34.5	Overlay A Portfolio Fund S000027647 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	79	0.00%	0	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
35	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	64,804	0.57%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
36	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	60,759	0.54%	+8,535	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	5,115	0.05%	-12	May 31, 2026	Goldman Sachs ETF Trust, not summed
36.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,736	0.02%	+221	May 31, 2026	Goldman Sachs ETF Trust, not summed
36.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	318	0.00%	+32	May 31, 2026	Goldman Sachs ETF Trust II, not summed
36.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	295	0.00%	+128	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
36.5	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	120	0.00%	0	May 31, 2026	Goldman Sachs ETF Trust, not summed
37	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	58,066	0.51%	-2,854	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	316	0.00%	+8	Jul 31, 2026	FlexShares Trust, not summed
38	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	57,311	0.51%	+45,611	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	57,262	0.51%	-1,732	Jun 30, 2026	carried, not yet filed for the newest quarter
40	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	56,346	0.50%	+3,813	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	20,854	0.18%	+1,594	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	10,233	0.09%	-184	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	5,815	0.05%	+9	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	5,626	0.05%	-76	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
40.5	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	3,670	0.03%	+405	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	54,214	0.48%	-6,075	Jun 30, 2026	carried, not yet filed for the newest quarter
42	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	49,908	0.44%	+6,661	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	4,883	0.04%	-192	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
42.2	First Trust Nasdaq Bank ETF Fund S000053942 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	4,659	0.04%	-1,037	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
42.3	First Trust Large Cap Value AlphaDEX Fund Fund S000017340 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	4,623	0.04%	-181	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
42.4	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	2,709	0.02%	+101	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
42.5	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	1,957	0.02%	+131	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
43	Alemany Ellen R Insider CIK 1537972 · Jun 4, 2026 Director, issuer-wide, not summed	45,025	0.40%	—	Jun 4, 2026	Director, issuer-wide, not summed
44	CHECK CAPITAL MANAGEMENT INC/CA 13F CIK 1032814 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	44,355	0.39%	+287	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Blue Chip Investor Fund Fund S000004808 · Registered fund · Jun 30, 2026 BLUE CHIP INVESTOR FUNDS, not summed	1,000	0.01%	0	Jun 30, 2026	BLUE CHIP INVESTOR FUNDS, not summed
45	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	41,023	0.36%	+16,611	Jun 30, 2026	carried, not yet filed for the newest quarter
46	River Road Asset Management, LLC 13F CIK 1341401 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	39,784	0.35%	-10,367	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	39,181	0.35%	-2,373	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	749	0.01%	+101	Jul 31, 2026	BNY Mellon ETF Trust, not summed
48	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	36,593	0.32%	-50,531	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Alberta Investment Management Corp 13F CIK 1463559 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	36,176	0.32%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
50	JPMorgan Mid Cap Equity Fund Fund S000002793 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	31,464	0.28%	-1,577	Jun 30, 2026	JPMorgan Trust I, not summed

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Key facts CIK 798941 CUSIP 31946M103 13F (30d) 121 filings 109 filers Visit website Investor relations