FTNT · Fortinet, Inc. · Shareholders & Ownership

$171.75 -2.30 (-1.32%)

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

Market Cap

$127.70B

733.71M

Volume · Oct 21 3.09M Avg daily vol (3M) 4.49M

Every disclosed holder of FTNT 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 FTNT

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)	1,640	505,197,067	68.85%	Yes
Insiders (Forms 3, 4, 5)	14	73,036,033	9.95%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	155,480,553	21.19%	Rest
Registered funds (N-PORT, not summed)	920	195,323,667	26.62%	No

Shares outstanding: 733,713,653, 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 FTNT

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	62,242,221	8.48%	+273,488	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	8,566,164	1.17%	+436,058	Jun 30, 2026	iShares Trust, not summed
1.2	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	3,317,402	0.45%	-1,171,459	Jul 31, 2026	iShares Trust, not summed
1.3	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,188,698	0.43%	+380,452	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,314,820	0.32%	-180,191	Jun 30, 2026	iShares Trust, not summed
1.5	iShares MSCI USA Min Vol Factor ETF Fund S000031838 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,172,302	0.16%	-5,407	Jul 31, 2026	iShares Trust, not summed
2	Xie Ken Insider CIK 1475587 · Aug 3, 2026 Director, PRESIDENT & CEO, issuer-wide	57,821,146	7.88%	0	Aug 3, 2026	Director, PRESIDENT & CEO, issuer-wide
2.1	Ken Xie 13G CIK 1475587 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor, not summed	78,664,328	10.72%	—	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	40,663,961	5.54%	+909,183	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	29,630,652	4.04%	+701,017	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Technology Select Sector SPDR(R) ETF Fund S000006415 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	4,299,203	0.59%	-441,166	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	1,484,830	0.20%	+155,677	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	585,649	0.08%	+13,679	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	280,303	0.04%	+5,026	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	237,300	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	24,844,685	3.39%	-193,002	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	24,621,016	3.36%	+9,091,747	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Invesco NASDAQ 100 ETF Fund S000069448 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	3,143,969	0.43%	+315,173	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
6.2	Invesco S&P 500 Quality ETF Fund S000003049 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,735,054	0.24%	-13,022	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
6.3	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,341,859	0.18%	-679,074	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
6.4	Invesco S&P 500 Equal Weight Technology ETF Fund S000060789 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	537,986	0.07%	-129,662	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
6.5	Invesco S&P 500 GARP ETF Fund S000032768 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	205,817	0.03%	-234,558	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	19,769,556	2.69%	+971,217	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,439,799	2.38%	-21,978	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	16,135,591	2.20%	+73,777	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	Invesco QQQ Trust, Series 1 Fund S000101292 · Registered fund · Jun 30, 2026 Invesco QQQ Trust, Series 1, not summed	15,552,071	2.12%	-35,182	Jun 30, 2026	Invesco QQQ Trust, Series 1, not summed
11	Xie Michael Insider CIK 1475586 · Aug 3, 2026 Director, VP, ENGINEERING & CTO, issuer-wide	14,564,504	1.99%	—	Aug 3, 2026	Director, VP, ENGINEERING & CTO, issuer-wide
11.1	Michael Xie 13G CIK 1475586 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor, not summed	70,468,292	9.60%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor, not summed
12	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	12,449,356	1.70%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
13	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,815,814	1.47%	-690,359	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	First Trust NASDAQ-100-Technology Sector Index Fund Fund S000011048 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	757,892	0.10%	+11,100	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
13.2	First Trust Growth Strength ETF Fund S000077796 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	303,261	0.04%	-23,942	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
13.3	First Trust Nasdaq-100 Select Equal Weight ETF Fund S000011047 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	257,846	0.04%	-135,533	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
13.4	First Trust Technology AlphaDEX Fund Fund S000017703 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	221,437	0.03%	+122,611	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
13.5	First Trust BuyWrite Income ETF Fund S000040302 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	164,806	0.02%	-5,753	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,127,342	1.38%	+476,318	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,327,182	1.27%	-4,005,901	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	52,794	0.01%	-983	Jul 31, 2026	BNY Mellon ETF Trust, not summed
16	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,673,742	1.18%	+901,797	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	285,140	0.04%	-142,941	Jun 30, 2026	AQR Funds, not summed
16.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	166,951	0.02%	+13,926	Jun 30, 2026	AQR Funds, not summed
16.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	126,160	0.02%	+11,308	Jun 30, 2026	AQR Funds, not summed
16.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	93,123	0.01%	+41,747	Jun 30, 2026	AQR Funds, not summed
16.5	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	85,571	0.01%	-13,103	Jun 30, 2026	AQR Funds, not summed
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,561,672	1.17%	-282,646	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	2,669	0.00%	+549	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
17.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,288	0.00%	+120	Jul 31, 2026	E Trade Trust, not summed
17.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	970	0.00%	+207	Jul 31, 2026	E Trade Trust, not summed
17.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	353	0.00%	+65	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,101,402	1.10%	-875,561	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	321,560	0.04%	+186,989	Jun 30, 2026	Goldman Sachs Trust, not summed
18.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	299,727	0.04%	+10,969	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.3	Goldman Sachs Nasdaq-100 Premium Income ETF Fund S000081510 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	229,481	0.03%	+82,620	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
18.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	71,586	0.01%	+15,664	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
18.5	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	39,039	0.01%	-802	May 31, 2026	Goldman Sachs ETF Trust, not summed
19	First Trust Nasdaq Cybersecurity ETF Fund S000050385 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund II, not summed	7,967,349	1.09%	-617,503	Jun 30, 2026	First Trust Exchange-Traded Fund II, not summed
20	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,938,109	0.95%	+60,837	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	6,782,111	0.92%	-131,605	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,746,787	0.92%	+354,911	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,373,269	0.87%	-104,422	Jun 30, 2026	carried, not yet filed for the newest quarter
24	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	6,312,496	0.86%	-1,241,700	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	577	0.00%	+542	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
24.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	445	0.00%	-36	May 31, 2026	UBS INVESTMENT TRUST, not summed
24.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	173	0.00%	-5	Jun 30, 2026	UBS FUNDS, not summed
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,279,098	0.86%	+57,262	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	183,520	0.03%	-897	Jun 30, 2026	Northern Funds, not summed
25.2	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	21,056	0.00%	+1,736	Jul 31, 2026	FlexShares Trust, not summed
25.3	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	20,516	0.00%	—	Jun 30, 2026	Northern Funds, not summed
25.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	14,694	0.00%	+64	Jul 31, 2026	FlexShares Trust, not summed
25.5	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,170	0.00%	-131	Jul 31, 2026	FlexShares Trust, not summed
26	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	5,183,171	0.71%	-159,735	May 31, 2026	VANGUARD WORLD FUND, not summed
27	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,989,587	0.68%	+257,031	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	4,967,178	0.68%	+280,857	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	1,391,153	0.19%	-10,715	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,345,064	0.18%	+130,338	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	672,855	0.09%	+22,726	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	377,047	0.05%	+3,593	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	373,651	0.05%	+5,748	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,849,811	0.66%	+1,982,474	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,732,986	0.65%	+889,658	Jun 30, 2026	carried, not yet filed for the newest quarter
31	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,421,914	0.60%	+2,999,200	Jun 30, 2026	carried, not yet filed for the newest quarter
32	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,285,254	0.58%	-96,717	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	648,093	0.09%	-3,562	Jul 31, 2026	Dimensional ETF Trust, not summed
32.2	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	454,837	0.06%	-2,442	Jul 31, 2026	Dimensional ETF Trust, not summed
32.3	U.S. Large Cap Growth Portfolio Fund S000039438 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	407,602	0.06%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	350,801	0.05%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.5	U.S. High Relative Profitability Portfolio Fund S000057237 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	344,556	0.05%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
33	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,275,821	0.58%	-368,525	Jun 30, 2026	carried, not yet filed for the newest quarter
34	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,082,817	0.56%	+3,940,525	Jun 30, 2026	carried, not yet filed for the newest quarter
35	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,782,726	0.52%	-2,661,238	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	DWS Core Equity Fund Fund S000005706 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	201,165	0.03%	-4,107	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
35.2	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	43,727	0.01%	+6,544	May 29, 2026	DBX ETF Trust, not summed
35.3	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	37,916	0.01%	-20,307	May 29, 2026	DBX ETF Trust, not summed
35.4	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	19,336	0.00%	-1,024	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
35.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	8,577	0.00%	-155	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
36	Fundsmith LLP 13F CIK 1569205 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,629,938	0.49%	-2,526,737	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,574,490	0.49%	-37,255	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,496,346	0.48%	-225,292	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	3,380,766	0.46%	-183,363	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
40	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,372,641	0.46%	+1,423,088	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Columbia Disciplined Core Fund Fund S000031356 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	534,777	0.07%	—	Jul 31, 2026	Columbia Funds Series Trust II, not summed
40.2	Columbia Variable Portfolio - Disciplined Core Fund Fund S000019844 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	359,382	0.05%	—	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
40.3	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	85,308	0.01%	+18,073	Jul 31, 2026	Columbia ETF Trust I, not summed
40.4	Columbia Disciplined Growth Fund Fund S000031351 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	34,320	0.00%	—	Jul 31, 2026	Columbia Funds Series Trust II, not summed
40.5	Columbia Large Cap Index Fund Fund S000010825 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	29,634	0.00%	-2,342	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
41	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,172,422	0.43%	+133,867	Jun 30, 2026	carried, not yet filed for the newest quarter
42	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,087,344	0.42%	-303,136	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	8,089,007	1.10%	+44,730	May 31, 2026	Fidelity Concord Street Trust, not summed
42.2	Fidelity SAI U.S. Quality Index Fund Fund S000051137 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	2,189,815	0.30%	+259,306	Jul 31, 2026	Fidelity Salem Street Trust, not summed
42.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,194,873	0.16%	+12,854	May 31, 2026	Fidelity Concord Street Trust, not summed
42.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	965,138	0.13%	+29,024	May 31, 2026	Fidelity Concord Street Trust, not summed
42.5	Fidelity Large Cap Growth Index Fund Fund S000054095 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	798,073	0.11%	-81,879	Jul 31, 2026	Fidelity Salem Street Trust, not summed
43	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,739,976	0.37%	+1,134,092	Jun 30, 2026	carried, not yet filed for the newest quarter
44	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,623,609	0.36%	-263,409	Jun 30, 2026	carried, not yet filed for the newest quarter
45	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,564,536	0.35%	-487,747	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Sep 30, 2026	2,469,882	0.34%	+801,943	Sep 30, 2026
47	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,385,421	0.33%	+134,247	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
48	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,379,364	0.32%	+1,351,884	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,174,455	0.30%	-31,135	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	502,425	0.07%	-9,547	Jul 31, 2026	TIAA-CREF Funds, not summed
49.2	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	337,927	0.05%	-35,405	Jul 31, 2026	TIAA-CREF Funds, not summed
49.3	Nuveen ESG Large-Cap Growth ETF Fund S000055811 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	300,694	0.04%	-118,378	Jul 31, 2026	NuShares ETF Trust, not summed
49.4	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	270,011	0.04%	-13,348	Jun 30, 2026	College Retirement Equities Fund, not summed
49.5	College Retirement Equities Fund - Responsible Balanced Account Fund S000005086 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	200,860	0.03%	+50,759	Jun 30, 2026	College Retirement Equities Fund, not summed
50	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,171,408	0.30%	+1,047,009	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 1262039 CUSIP 34959E109 13F (30d) 401 filings 373 filers Visit website Investor relations