FHN · First Horizon Corp · Shareholders & Ownership

$23.09 +0.36 (+1.56%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$10.77B

473.78M

Volume · Oct 20 3.87M Avg daily vol (3M) 5.46M

Every disclosed holder of FHN 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 FHN

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)	672	411,334,922	86.82%	Yes
Insiders (Forms 3, 4, 5)	25	6,319,117	1.33%	Yes
13D/G-only blocks	1	26,345,431	5.56%	Yes
Remaining	—	29,777,688	6.29%	Rest
Registered funds (N-PORT, not summed)	457	170,452,935	35.98%	No

Shares outstanding: 473,777,158, 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 FHN

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	58,706,667	12.39%	+1,546,691	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	16,242,488	3.43%	+184,825	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	8,988,759	1.90%	-72,449	Jul 31, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,381,072	0.50%	-86,275	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,944,596	0.41%	+110,003	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,059,692	0.22%	-43,603	Jun 30, 2026	iShares Trust, not summed
2	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	29,151,537	6.15%	-293,774	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BNY Mellon Dynamic Value ETF Fund S000087738 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust II, not summed	374,721	0.08%	-188,119	Jul 31, 2026	BNY Mellon ETF Trust II, not summed
2.2	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	79,308	0.02%	-435	Jul 31, 2026	BNY Mellon ETF Trust, not summed
2.3	BNY Mellon Women's Opportunities ETF Fund S000080184 · Registered fund · Aug 29, 2025 BNY Mellon ETF Trust, not summed	10,673	0.00%	0	Aug 29, 2025	BNY Mellon ETF Trust, not summed
3	Millennium Management LLC 13G CIK 1319244 · Unknown · Sep 28, 2026 Rule 13d-1(c), passive investor	26,345,431	5.56%	+939,732	Sep 28, 2026	Rule 13d-1(c), passive investor
4	MILLENNIUM MANAGEMENT LLC 13G CIK 1273087 · Registered investment adviser · Sep 1, 2026 Rule 13d-1(c), passive investor, not summed	23,543,136	4.97%	—	Sep 1, 2026	Rule 13d-1(c), passive investor, not summed
4.1	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,171,769	1.30%	-127,510	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,421,450	4.73%	-477,996	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,392,091	4.52%	-222,128	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	18,390,057	3.88%	+43,798	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,423,664	0.51%	+34,374	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	2,402,429	0.51%	+33,242	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	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	728,311	0.15%	-17,211	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	558,398	0.12%	-5,565	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	158,164	0.03%	-13,600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,382,049	3.46%	+787,324	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	3,817,933	0.81%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	3,023,326	0.64%	-16,559	Jul 31, 2026	Dimensional ETF Trust, not summed
8.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,315,721	0.28%	+182,571	Jul 31, 2026	Dimensional ETF Trust, not summed
8.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,248,455	0.26%	+11,433	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	981,326	0.21%	+54,026	Jul 31, 2026	Dimensional ETF Trust, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	15,048,963	3.18%	-221,305	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,113,410	2.77%	+1,053,166	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	246,000	0.05%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
10.2	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	101,100	0.02%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
10.3	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	18,400	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
11	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	12,731,777	2.69%	-1,553,047	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	PACE Small/Medium Co Value Equity Investments Fund S000002973 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	68,749	0.01%	+12,849	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
11.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	37,071	0.01%	-441	May 31, 2026	UBS INVESTMENT TRUST, not summed
11.3	UBS Engage For Impact Fund Fund S000063381 · Registered fund · Mar 31, 2026 UBS FUNDS, not summed	23,708	0.01%	—	Mar 31, 2026	UBS FUNDS, not summed
11.4	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	12,451	0.00%	-433	Jun 30, 2026	UBS FUNDS, not summed
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,880,696	2.30%	-261,296	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	North Reef Capital Management LP 13F CIK 1867831 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,201,256	1.94%	-5,251,952	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,052,528	1.91%	-76,800	Jun 30, 2026	carried, not yet filed for the newest quarter
15	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,832,027	1.86%	+1,286,274	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	999,754	0.21%	+131,413	Jun 30, 2026	AQR Funds, not summed
15.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	306,310	0.06%	-9	Jun 30, 2026	AQR Funds, not summed
15.3	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	68,301	0.01%	-8	Jun 30, 2026	AQR Funds, not summed
15.4	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	42,108	0.01%	0	Jun 30, 2026	AQR Funds, not summed
15.5	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	40,301	0.01%	0	Jun 30, 2026	AQR Funds, not summed
16	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,080,977	1.71%	+1,143,016	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	6,895,126	1.46%	-199,629	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	Artemis Investment Management LLP 13F CIK 1535385 · Non-US institution · Sep 30, 2026	6,523,146	1.38%	-653,676	Sep 30, 2026
19	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,428,624	1.36%	+11,727	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Fidelity Puritan Fund Fund S000007153 · Registered fund · May 31, 2026 Fidelity Puritan Trust, not summed	3,275,407	0.69%	-90,100	May 31, 2026	Fidelity Puritan Trust, not summed
19.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	2,506,224	0.53%	-68,793	May 31, 2026	Fidelity Concord Street Trust, not summed
19.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,794,215	0.38%	+12,808	Jul 31, 2026	Fidelity Salem Street Trust, not summed
19.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,348,896	0.28%	-3,242	May 31, 2026	Fidelity Rutland Square Trust II, not summed
19.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	908,031	0.19%	-13,200	May 31, 2026	Fidelity Concord Street Trust, not summed
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	6,099,706	1.29%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,443,060	1.15%	+30,283	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,419,743	1.14%	-553,589	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	528	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
23	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,992,433	1.05%	+410,505	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Invesco KBW Bank ETF Fund S000034530 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	3,079,605	0.65%	-656,883	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
23.2	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	473,974	0.10%	+96,910	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
23.3	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	216,131	0.05%	+14,130	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
23.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	125,944	0.03%	+1,698	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
23.5	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	103,964	0.02%	+10,184	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,808,223	1.01%	-249,869	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	742,000	0.16%	-4,500	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
25	BNY Mellon Dynamic Value Fund Fund S000000498 · Registered fund · May 31, 2026 BNY Mellon Advantage Funds, Inc., not summed	4,797,311	1.01%	+1,690	May 31, 2026	BNY Mellon Advantage Funds, Inc., not summed
26	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,659,511	0.98%	-343,086	Jun 30, 2026	carried, not yet filed for the newest quarter
27	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,337,138	0.92%	-92,357	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,288,470	0.91%	-65,292	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	308,456	0.07%	+2,878	Jun 30, 2026	Northern Funds, not summed
28.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	92,114	0.02%	-748	Jul 31, 2026	FlexShares Trust, not summed
29	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,884,397	0.82%	+716,736	Jun 30, 2026	carried, not yet filed for the newest quarter
30	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,772,959	0.80%	+911,555	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,702,558	0.78%	+564,087	Jun 30, 2026	carried, not yet filed for the newest quarter
32	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,694,117	0.78%	-101,992	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,110,300	0.23%	-48,000	Jul 31, 2026	Principal Funds, Inc, not summed
32.2	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	181,457	0.04%	-4,084	Jul 31, 2026	Principal Funds, Inc, not summed
32.3	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	101,400	0.02%	-2,600	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
32.4	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	10,654	0.00%	+3,858	Jul 31, 2026	Principal Funds, Inc, not summed
33	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	3,651,766	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
33.1	John Hancock Financial Opportunities Fund Fund · Registered fund · Jun 30, 2026 John Hancock Financial Opportunities Fund, not summed	325,059	0.07%	—	Jun 30, 2026	John Hancock Financial Opportunities Fund, not summed
33.2	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	124,661	0.03%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
33.3	Nuveen S&P 500 Buy-Write Income Fund Fund · Registered fund · Dec 31, 2025 Nuveen S&P 500 Buy-Write Income Fund, not summed	119,843	0.03%	—	Dec 31, 2025	Nuveen S&P 500 Buy-Write Income Fund, not summed
33.4	BlackRock Capital Allocation Term Trust Fund · Registered fund · Jun 30, 2026 BlackRock Capital Allocation Term Trust, not summed	36,567	0.01%	—	Jun 30, 2026	BlackRock Capital Allocation Term Trust, not summed
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,490,110	0.74%	-29,794	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,313,027	0.28%	-19,110	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	520,314	0.11%	+13,970	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	294,445	0.06%	+9,131	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	285,476	0.06%	-689	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.5	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	272,456	0.06%	+7,595	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35	Sculptor Capital LP 13F CIK 1054587 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,300,000	0.70%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
36	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,289,115	0.69%	+196,419	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Carillon Scout Mid Cap Fund Fund S000058963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	2,105,415	0.44%	+186,424	Jun 30, 2026	Carillon Series Trust, not summed
36.2	Carillon Chartwell Small Cap Fund Fund S000058964 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	166,006	0.04%	+15,385	Jun 30, 2026	Carillon Series Trust, not summed
36.3	Carillon Chartwell Small Cap Growth Fund Fund S000075963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	128,767	0.03%	+30,180	Jun 30, 2026	Carillon Series Trust, not summed
36.4	Carillon Chartwell Mid Cap Value Fund Fund S000075960 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	17,091	0.00%	0	Jun 30, 2026	Carillon Series Trust, not summed
37	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,261,046	0.69%	-374,145	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,997,625	0.63%	-5,333	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,501,597	0.53%	+690,731	Jun 30, 2026	carried, not yet filed for the newest quarter
40	ClearBridge Value Fund Fund S000036164 · Registered fund · Jul 31, 2026 Legg Mason Global Asset Management Trust, not summed	2,500,000	0.53%	0	Jul 31, 2026	Legg Mason Global Asset Management Trust, not summed
41	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,291,527	0.48%	+431,773	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	323,106	0.07%	+49,713	Jun 30, 2026	Victory Portfolios II, not summed
41.2	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	167,570	0.04%	+29,570	Jun 30, 2026	Victory Portfolios, not summed
41.3	Victory Integrity Mid-Cap Value Fund Fund S000046397 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	165,700	0.04%	+32,876	Jun 30, 2026	Victory Portfolios, not summed
41.4	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	115,392	0.02%	+7,221	Jun 30, 2026	Victory Portfolios II, not summed
41.5	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	54,153	0.01%	-457	Jul 31, 2026	Victory Portfolios III, not summed
42	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,239,568	0.47%	+1,646,196	Jun 30, 2026	carried, not yet filed for the newest quarter
43	JORDAN D BRYAN Insider CIK 1189987 · May 12, 2026 Director, Chairman, President & CEO, issuer-wide	2,230,422	0.47%	-46,282	May 12, 2026	Director, Chairman, President & CEO, issuer-wide
44	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,227,100	0.47%	+2,227,100	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	1,965,900	0.41%	—	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
44.2	PRIMECAP Odyssey Stock Fund Fund S000005539 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	266,300	0.06%	—	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
45	JNL/Newton Equity Income Fund Fund S000068131 · Registered fund · Jun 30, 2026 JNL Series Trust, not summed	2,224,499	0.47%	-65,596	Jun 30, 2026	JNL Series Trust, not summed
46	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,065,685	0.44%	+65,723	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	65,807	0.01%	0	May 31, 2026	Goldman Sachs Trust, not summed
46.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	20,388	0.00%	+7,029	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
46.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	16,034	0.00%	-492	May 31, 2026	Goldman Sachs ETF Trust II, not summed
46.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	6,042	0.00%	-414	May 31, 2026	Goldman Sachs ETF Trust, not summed
46.5	Goldman Sachs JUST U.S. Large Cap Equity ETF Fund S000061377 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	5,932	0.00%	-541	May 31, 2026	Goldman Sachs ETF Trust, not summed
47	JOHNSON INVESTMENT COUNSEL INC 13F CIK 821197 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,005,929	0.42%	-194,868	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	JOHNSON EQUITY INCOME FUND Fund S000005714 · Registered fund · Jun 30, 2026 Johnson Mutual Funds Trust, not summed	299,948	0.06%	0	Jun 30, 2026	Johnson Mutual Funds Trust, not summed
48	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13F CIK 1535845 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,924,100	0.41%	+724,100	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	1,906,461	0.40%	+10,203	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
50	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,837,145	0.39%	+938,791	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 36966 CUSIP 320517105 13F (30d) 79 filings 75 filers Visit website Investor relations