FDX · Fedex Corp · Shareholders & Ownership

$298.23 -0.53 (-0.18%) At close · Oct 21

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$70.68B

236.58M

Volume · Oct 21 831.66K Avg daily vol (3M) 1.48M

Every disclosed holder of FDX 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 FDX

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)	1,956	192,251,735	81.26%	Yes
Insiders (Forms 3, 4, 5)	26	19,922,936	8.42%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	24,406,517	10.32%	Rest
Registered funds (N-PORT, not summed)	949	79,889,181	33.77%	No

Shares outstanding: 236,581,188, 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 FDX

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	20,784,028	8.79%	+1,980,339	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,020,085	1.28%	+238,206	Jun 30, 2026	iShares Trust, not summed
1.2	BlackRock Equity Dividend Fund Fund S000002243 · Registered fund · Jul 31, 2026 BlackRock Equity Dividend Fund, not summed	1,239,264	0.52%	-59,258	Jul 31, 2026	BlackRock Equity Dividend Fund, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	488,990	0.21%	-3,362	Jun 30, 2026	iShares Trust, not summed
1.4	iShares MSCI USA Momentum Factor ETF Fund S000040316 · Registered fund · Jul 31, 2026 iShares Trust, not summed	412,164	0.17%	+194,915	Jul 31, 2026	iShares Trust, not summed
1.5	iShares MSCI USA Value Factor ETF Fund S000040205 · Registered fund · Jul 31, 2026 iShares Trust, not summed	374,501	0.16%	-129,720	Jul 31, 2026	iShares Trust, not summed
2	SMITH FREDERICK W Insider CIK 1197611 · Apr 11, 2025 Director, Executive Chairman, issuer-wide	19,337,882	8.17%	+8,699	Apr 11, 2025	Director, Executive Chairman, issuer-wide
2.1	Frederick W. Smith 13G CIK 1197611 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor, not summed	20,669,098	8.74%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,181,180	5.99%	+280,190	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,053,615	4.25%	+311,740	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,293,847	0.55%	+80,359	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
4.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	523,788	0.22%	+68,999	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	267,048	0.11%	+11,939	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	83,670	0.04%	+4,520	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.5	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	41,542	0.02%	+560	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,156,799	3.45%	-146,211	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	VANGUARD PRIMECAP FUND Fund S000002568 · Registered fund · Jun 30, 2026 VANGUARD CHESTER FUNDS, not summed	5,232,158	2.21%	-143,900	Jun 30, 2026	VANGUARD CHESTER FUNDS, not summed
5.2	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,348,374	0.57%	-5,500	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
5.3	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	726,410	0.31%	+3,000	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
5.4	PRIMECAP Odyssey Stock Fund Fund S000005539 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	276,605	0.12%	0	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
5.5	PRIMECAP PORTFOLIO Fund S000004397 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	169,700	0.07%	0	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,347,236	3.11%	+197,795	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Dodge & Cox 13F CIK 200217 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,233,269	3.06%	-2,750,180	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	4,777,255	2.02%	-2,168,656	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	250,434	0.11%	-162,299	Jun 30, 2026	Dodge & Cox Funds, not summed
7.3	Dodge & Cox Global Stock Fund Fund S000022057 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	217,800	0.09%	-118,800	Jun 30, 2026	Dodge & Cox Funds, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,816,573	2.88%	+98,919	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,688,674	2.40%	+191,604	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,364,782	2.27%	-530,452	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Putnam Large Cap Value Fund Fund S000005581 · Registered fund · Jul 31, 2026 Putnam Large Cap Value Fund, not summed	2,311,889	0.98%	-197,189	Jul 31, 2026	Putnam Large Cap Value Fund, not summed
10.2	Putnam Focused Large Cap Value ETF Fund S000071710 · Registered fund · May 29, 2026 Putnam ETF Trust, not summed	721,150	0.30%	+127,902	May 29, 2026	Putnam ETF Trust, not summed
10.3	Putnam VT Large Cap Value Fund Fund S000003894 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	119,292	0.05%	-14,756	Jun 30, 2026	Putnam Variable Trust, not summed
10.4	Franklin Global Allocation Fund Fund S000007241 · Registered fund · Jun 30, 2026 Franklin Fund Allocator Series, not summed	88,526	0.04%	+2,394	Jun 30, 2026	Franklin Fund Allocator Series, not summed
10.5	Putnam Core Equity Fund Fund S000029796 · Registered fund · Jul 31, 2026 Putnam Funds Trust, not summed	66,101	0.03%	0	Jul 31, 2026	Putnam Funds Trust, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,194,414	2.20%	+47,104	Jun 30, 2026	carried, not yet filed for the newest quarter
12	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,040,208	2.13%	-1,234,728	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	2,768,164	1.17%	+5,568	May 31, 2026	Fidelity Concord Street Trust, not summed
12.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	769,953	0.33%	-38,163	May 31, 2026	Fidelity Rutland Square Trust II, not summed
12.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	408,619	0.17%	+2,786	May 31, 2026	Fidelity Concord Street Trust, not summed
12.4	Fidelity Series Stock Selector Large Cap Value Fund Fund S000039218 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	388,089	0.16%	-268,900	Jul 31, 2026	Fidelity Devonshire Trust, not summed
12.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	330,231	0.14%	+8,877	May 31, 2026	Fidelity Concord Street Trust, not summed
13	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,716,680	1.57%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,211,474	1.36%	-17,414	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Invesco Comstock Fund Fund S000027834 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	673,442	0.28%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
14.2	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	583,705	0.25%	+116,972	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14.3	Invesco Equity and Income Fund Fund S000027808 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	396,428	0.17%	-22,864	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
14.4	Invesco Growth and Income Fund Fund S000027810 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	195,190	0.08%	-11,257	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
14.5	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	110,904	0.05%	-21,707	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,067,557	1.30%	-22,071	Jun 30, 2026	carried, not yet filed for the newest quarter
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,044,390	1.29%	+17,704	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	710	0.00%	-8	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	468	0.00%	+84	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	327	0.00%	+76	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	95	0.00%	-2	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
17	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,678,995	1.13%	-375,995	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	127,995	0.05%	-48,303	Jun 30, 2026	AQR Funds, not summed
17.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	50,289	0.02%	-20,795	Jun 30, 2026	AQR Funds, not summed
17.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	45,388	0.02%	-392	Jun 30, 2026	AQR Funds, not summed
17.4	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	29,245	0.01%	0	Jun 30, 2026	AQR Funds, not summed
17.5	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	22,402	0.01%	0	Jun 30, 2026	AQR Funds, not summed
18	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,620,719	1.11%	-9,950	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	767,734	0.32%	+6,180	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
18.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	247,995	0.10%	+2,525	Jul 31, 2026	Dimensional ETF Trust, not summed
18.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	207,996	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18.4	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	201,127	0.09%	+6,276	Jul 31, 2026	Dimensional ETF Trust, not summed
18.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	191,916	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19	GATES FOUNDATION TRUST 13F CIK 1166559 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,384,362	1.01%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,326,405	0.98%	+41,462	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,203,708	0.93%	+228,727	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VIKING GLOBAL INVESTORS LP 13F CIK 1103804 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,151,983	0.91%	+219,818	Jun 30, 2026	carried, not yet filed for the newest quarter
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,114,997	0.89%	-18,224	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	65,158	0.03%	+521	Jun 30, 2026	Northern Funds, not summed
23.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,004	0.00%	+152	Jul 31, 2026	FlexShares Trust, not summed
23.3	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	600	0.00%	+197	Jul 31, 2026	FlexShares Trust, not summed
24	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,042,432	0.86%	+84,872	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,013,867	0.85%	+584,632	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Columbia Disciplined Core Fund Fund S000031356 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	224,431	0.09%	+100,465	Jul 31, 2026	Columbia Funds Series Trust II, not summed
25.2	Columbia Variable Portfolio - Disciplined Core Fund Fund S000019844 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	168,595	0.07%	+125,425	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
25.3	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	93,664	0.04%	+23,734	Jul 31, 2026	Columbia ETF Trust I, not summed
25.4	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	83,609	0.04%	-33,224	May 31, 2026	Columbia Funds Series Trust II, not summed
25.5	Columbia Large Cap Enhanced Core Fund Fund S000010818 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	11,244	0.00%	+189	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,853,393	0.78%	+387,311	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	62,612	0.03%	-1,897	May 31, 2026	Goldman Sachs ETF Trust, not summed
26.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	16,160	0.01%	+2,369	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
26.3	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	10,770	0.00%	-342	May 31, 2026	Goldman Sachs ETF Trust, not summed
26.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	9,174	0.00%	+401	May 31, 2026	Goldman Sachs ETF Trust, not summed
26.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	8,328	0.00%	+3,250	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
27	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,849,618	0.78%	+105,933	Jun 30, 2026	carried, not yet filed for the newest quarter
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,653,205	0.70%	+6,197	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	489,808	0.21%	+9,065	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	268,360	0.11%	-14,389	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	229,964	0.10%	+6,506	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	132,976	0.06%	+5,429	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.5	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	128,928	0.05%	-3,192	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,502,575	0.64%	+41,165	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	468,188	0.20%	+20,662	Jun 30, 2026	College Retirement Equities Fund, not summed
29.2	Nuveen Core Equity Fund Fund S000005370 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	239,907	0.10%	-51,290	Jul 31, 2026	TIAA-CREF Funds, not summed
29.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	176,717	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
29.4	Nuveen Large Cap Value Fund Fund S000005383 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	139,942	0.06%	+9,898	Jul 31, 2026	TIAA-CREF Funds, not summed
29.5	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	95,042	0.04%	-3,929	Jun 30, 2026	College Retirement Equities Fund, not summed
30	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,491,211	0.63%	-643,461	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	18,376	0.01%	+20	Jul 31, 2026	BNY Mellon ETF Trust, not summed
31	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,431,101	0.60%	-56,085	Jun 30, 2026	carried, not yet filed for the newest quarter
32	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,394,197	0.59%	-194,260	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Hotchkis and Wiley Large Cap Fundamental Value Fund Fund S000006213 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	17,820	0.01%	-3,880	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
32.2	Hotchkis and Wiley Large Cap Disciplined Value Fund Fund S000006212 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	4,220	0.00%	-600	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
32.3	Hotchkis and Wiley Global Value Fund Fund S000039502 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	970	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
33	Capital Wealth Planning, LLC 13F CIK 1566728 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,375,782	0.58%	+307,259	Jun 30, 2026	carried, not yet filed for the newest quarter
34	WADDELL & ASSOCIATES, LLC 13F CIK 1776757 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,370,434	0.58%	-31,754	Jun 30, 2026	carried, not yet filed for the newest quarter
35	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	1,324,387	0.56%	-97,881	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	PACE Large Co Value Equity Investments Fund S000002971 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	8,110	0.00%	0	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
35.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	125	0.00%	-46	May 31, 2026	UBS INVESTMENT TRUST, not summed
35.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	53	0.00%	+3	Jun 30, 2026	UBS FUNDS, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,228,659	0.52%	+15,435	Jun 30, 2026	carried, not yet filed for the newest quarter
37	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,196,224	0.51%	+78,473	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,191,896	0.50%	-27,753	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
39	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,181,906	0.50%	+318,901	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	PIMCO RAE US Fund Fund S000048956 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	3,198	0.00%	0	Jun 30, 2026	PIMCO Equity Series, not summed
39.2	PIMCO RAFI ESG U.S. ETF Fund S000066985 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,490	0.00%	+536	Jun 30, 2026	PIMCO Equity Series, not summed
39.3	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	292	0.00%	+32	Jun 30, 2026	PIMCO Equity Series, not summed
40	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,119,824	0.47%	-20,677	Jun 30, 2026	carried, not yet filed for the newest quarter
41	ACR Alpine Capital Research, LLC 13F CIK 1508822 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,112,339	0.47%	-11,345	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	ACR Opportunity Fund Fund S000047911 · Registered fund · May 31, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	9,500	0.00%	-2,000	May 31, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
42	Ninety One UK Ltd 13F CIK 1418329 · Registered investment adviser · Sep 30, 2026	1,034,829	0.44%	+850,597	Sep 30, 2026
43	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	906,307	0.38%	+407,130	Jun 30, 2026	carried, not yet filed for the newest quarter
44	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	901,933	0.38%	-18,054	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	895,397	0.38%	-101,386	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	881,204	0.37%	+36,446	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
47	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	874,840	0.37%	0	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
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	869,684	0.37%	+372,400	Jun 30, 2026	carried, not yet filed for the newest quarter
49	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	864,578	0.37%	+559,552	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	773,484	0.33%	-95,930	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1048911 CUSIP 31428X106 13F (30d) 400 filings 372 filers Visit website Investor relations