FTV · Fortive Corp · Shareholders & Ownership

$58.64 +0.28 (+0.48%) At close · Oct 21

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$17.88B

304.86M

Volume · Oct 21 2.28M Avg daily vol (3M) 2.35M

Every disclosed holder of FTV 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 FTV

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	802	329,764,766	108.17%	Yes
Insiders (Forms 3, 4, 5)	19	1,728,205	0.57%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	26,631,950	-8.74%	Negative
Registered funds (N-PORT, not summed)	633	137,926,500	45.24%	No

Shares outstanding: 304,861,021, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 FTV

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	Dodge & Cox 13F CIK 200217 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	43,979,772	14.43%	+823,575	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Dodge & Cox Stock Fund Fund S000011202 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	28,207,775	9.25%	0	Jun 30, 2026	Dodge & Cox Funds, not summed
1.2	Dodge & Cox Global Stock Fund Fund S000022057 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	2,495,414	0.82%	0	Jun 30, 2026	Dodge & Cox Funds, not summed
1.3	Dodge & Cox Balanced Fund Fund S000011204 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	2,320,228	0.76%	0	Jun 30, 2026	Dodge & Cox Funds, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	26,624,052	8.73%	-5,002,966	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,193,189	1.38%	+162,166	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,249,724	0.41%	+39,028	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	681,057	0.22%	-45,294	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	501,182	0.16%	-42,622	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	468,031	0.15%	+11,822	Jun 30, 2026	iShares Trust, not summed
3	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	24,384,055	8.00%	+660,696	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	3,786,611	1.24%	-68,078	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
3.2	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	3,524,000	1.16%	+85,000	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
3.3	T. Rowe Price Large-Cap Value Fund Fund S000002093 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	632,454	0.21%	-69,855	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
3.4	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	611,345	0.20%	+9,619	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
3.5	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	219,028	0.07%	+73,791	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,936,606	6.54%	-271,643	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VIKING GLOBAL INVESTORS LP 13F CIK 1103804 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,934,762	6.54%	-2,544,626	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	13,620,472	4.47%	+10,246	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,796,836	0.59%	+38,659	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
6.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	727,756	0.24%	+69,734	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	370,871	0.12%	-1,001	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	118,649	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.5	State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF Fund S000039794 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	110,111	0.04%	+10,499	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,793,060	4.20%	-361,199	Jun 30, 2026	carried, not yet filed for the newest quarter
8	FLOSSBACH VON STORCH SE 13F CIK 1575677 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	12,107,839	3.97%	+205,011	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	9,677,294	3.17%	-93,233	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,146,341	3.00%	-102,359	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,899,584	2.92%	+1,140,047	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	3,102,429	1.02%	+106,853	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.2	Invesco Equity and Income Fund Fund S000027808 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	1,694,806	0.56%	0	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
11.3	Invesco Growth and Income Fund Fund S000027810 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	850,324	0.28%	0	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
11.4	Invesco S&P 500 Quality ETF Fund S000003049 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	725,172	0.24%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.5	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	293,335	0.10%	+40,870	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,635,231	2.83%	-546,602	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,898,046	2.59%	-65,616	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	7,339,514	2.41%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,259,072	1.40%	+1,584,512	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	556,426	0.18%	-67,373	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	57,686	0.02%	+4,898	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	21,422	0.01%	+5,268	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
15.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	15,813	0.01%	-494	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	10,398	0.00%	-318	May 31, 2026	Goldman Sachs ETF Trust II, not summed
16	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,251,552	1.39%	-138,681	Jun 30, 2026	carried, not yet filed for the newest quarter
17	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,169,025	1.37%	+2,547,238	Jun 30, 2026	carried, not yet filed for the newest quarter
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,129,457	1.35%	-78,324	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	PACE Large Co Value Equity Investments Fund S000002971 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	26,400	0.01%	-1,400	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
18.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	165	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
18.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	62	0.00%	+9	Jun 30, 2026	UBS FUNDS, not summed
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,915,785	1.28%	-205,561	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	89,801	0.03%	+2,834	Jun 30, 2026	Northern Funds, not summed
19.2	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	38,080	0.01%	+1,120	Jul 31, 2026	FlexShares Trust, not summed
19.3	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,538	0.00%	-2,242	Jun 30, 2026	Northern Funds, not summed
19.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,000	0.00%	+296	Jul 31, 2026	FlexShares Trust, not summed
19.5	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	750	0.00%	-56	Jul 31, 2026	FlexShares Trust, not summed
20	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,693,082	1.21%	+2,695,046	Jun 30, 2026	carried, not yet filed for the newest quarter
21	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,618,174	1.19%	-27,790	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Hotchkis and Wiley Large Cap Disciplined Value Fund Fund S000006212 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	14,500	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
21.2	Hotchkis & Wiley SMID Cap Diversified Value Fund Fund S000091359 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	264	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
22	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,494,373	1.15%	—	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,467,126	1.14%	-2,082,166	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Fundamental Large Cap Core Fund Fund S000000630 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	767,198	0.25%	-631,101	Jul 31, 2026	John Hancock Investment Trust, not summed
23.2	Mid Value Fund Fund S000024677 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	324,332	0.11%	+11,400	May 31, 2026	John Hancock Funds II, not summed
23.3	John Hancock Multifactor Mid Cap ETF Fund S000050079 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	137,156	0.05%	+8,301	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
23.4	Equity Income Fund Fund S000003317 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	122,465	0.04%	+11,112	May 31, 2026	John Hancock Funds II, not summed
23.5	Fundamental All Cap Core Fund Fund S000032685 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	90,744	0.03%	-34,511	May 31, 2026	John Hancock Funds II, not summed
24	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,303,200	1.08%	-3,345,438	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,293,799	1.08%	-279,965	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,150	0.00%	+51	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
25.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	636	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
25.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	430	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
25.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	148	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
26	Bridge Builder Large Cap Value Fund Fund S000048335 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	3,225,834	1.06%	+1,321,673	Jun 30, 2026	Bridge Builder Trust, not summed
27	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,209,327	1.05%	+3,209,327	Jun 30, 2026	carried, not yet filed for the newest quarter
28	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,206,177	1.05%	+120,598	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	433,350	0.14%	+13,011	Jul 31, 2026	Dimensional ETF Trust, not summed
28.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	253,715	0.08%	+1,937	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
28.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	245,332	0.08%	+25,423	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
28.4	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	241,113	0.08%	+476	Jul 31, 2026	Dimensional ETF Trust, not summed
28.5	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	202,290	0.07%	+18,163	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
29	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Sep 30, 2026	3,205,043	1.05%	+15,711	Sep 30, 2026
30	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	3,054,000	1.00%	0	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
31	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,557,288	0.84%	+196,210	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	2,323,840	0.76%	+144,239	May 31, 2026	GLOBAL X FUNDS, not summed
31.2	Global X S&P 500 Covered Call ETF Fund S000063353 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	15,203	0.01%	-593	Jul 31, 2026	GLOBAL X FUNDS, not summed
31.3	Global X S&P 500 Catholic Values ETF Fund S000050646 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	7,828	0.00%	-40	Jul 31, 2026	GLOBAL X FUNDS, not summed
31.4	Global X Adaptive U.S. Risk Management ETF Fund S000070582 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	695	0.00%	-127	May 31, 2026	GLOBAL X FUNDS, not summed
31.5	Global X S&P 500 Covered Call & Growth ETF Fund S000069248 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	330	0.00%	-7	Jul 31, 2026	GLOBAL X FUNDS, not summed
32	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,420,349	0.79%	+1,612,224	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,214,477	0.73%	—	Jun 30, 2026	VANGUARD INDEX FUNDS, 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	1,993,802	0.65%	-23,520	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	686,254	0.23%	-2,611	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	329,927	0.11%	+2,750	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	185,771	0.06%	+874	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	184,410	0.06%	-1,563	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	158,028	0.05%	-9,030	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,897,437	0.62%	-131,731	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	26,052	0.01%	+28	Jul 31, 2026	BNY Mellon ETF Trust, not summed
36	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,888,051	0.62%	-196,991	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Gates Capital Management, Inc. 13F CIK 1312908 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,821,430	0.60%	-268,042	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	1,711,604	0.56%	-47,496	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	1,653,766	0.54%	-112,458	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
40	Vinva Investment Management Ltd 13F CIK 1968109 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,631,803	0.54%	+1,013,213	Jun 30, 2026	carried, not yet filed for the newest quarter
41	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,625,893	0.53%	-25,653	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	21,748	0.01%	+2,568	May 29, 2026	DBX ETF Trust, not summed
41.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	17,172	0.01%	-7,868	May 29, 2026	DBX ETF Trust, not summed
41.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	9,333	0.00%	-840	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
41.4	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	6,056	0.00%	+936	May 29, 2026	DBX ETF Trust, not summed
41.5	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	4,433	0.00%	-1,555	May 29, 2026	DBX ETF Trust, not summed
42	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,552,116	0.51%	+139,438	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,526,533	0.50%	-678,144	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,451,292	0.48%	-1,396,711	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
45	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,428,386	0.47%	-121,896	Jun 30, 2026	carried, not yet filed for the newest quarter
46	KBC Group NV 13F CIK 1411133 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,341,362	0.44%	+363,772	Jun 30, 2026	carried, not yet filed for the newest quarter
47	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,337,964	0.44%	-51,613	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	CTIVP - T. Rowe Price Large Cap Value Fund Fund S000028696 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	516,863	0.17%	-10,377	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
47.2	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	135,574	0.04%	+23,917	Jul 31, 2026	Columbia ETF Trust I, not summed
47.3	Columbia Large Cap Index Fund Fund S000010825 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	14,693	0.00%	-1,374	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
47.4	Columbia Variable Portfolio - Large Cap Index Fund Fund S000019848 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	12,293	0.00%	-687	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
47.5	Columbia Research Enhanced Value ETF Fund S000066077 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	11,392	0.00%	+101	Jul 31, 2026	Columbia ETF Trust I, not summed
48	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,327,400	0.44%	+198,800	Jun 30, 2026	carried, not yet filed for the newest quarter
49	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,228,953	0.40%	-81,361	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,215,882	0.40%	-496,971	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1659166 CUSIP 34959J108 13F (30d) 157 filings 133 filers Visit website Investor relations