GATX · Gatx Corp · Shareholders & Ownership

$163.23 +1.56 (+0.96%)

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$5.71B

35.30M

Volume · Oct 21 87.31K Avg daily vol (3M) 222.27K

Every disclosed holder of GATX 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 GATX

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)	405	36,257,455	102.71%	Yes
Insiders (Forms 3, 4, 5)	24	433,216	1.23%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,390,671	-3.94%	Negative
Registered funds (N-PORT, not summed)	363	16,414,803	46.50%	No

Shares outstanding: 35,300,000, 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 GATX

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	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 13F CIK 315032 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,427,338	15.37%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,645,044	13.16%	+151,560	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,215,274	3.44%	+33,250	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	922,015	2.61%	+47,117	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	313,055	0.89%	+29,451	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	123,587	0.35%	-2,154	Jun 30, 2026	iShares Trust, not summed
2.5	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	74,640	0.21%	-1,386	Jun 30, 2026	iShares Trust, not summed
3	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,556,697	7.24%	-58,534	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,050,023	5.81%	+34,571	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,598,617	4.53%	+19,161	Jun 30, 2026	carried, not yet filed for the newest quarter
6	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,525,505	4.32%	+55,022	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	221,432	0.63%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	198,966	0.56%	+6,216	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.3	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	189,827	0.54%	+1,683	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	147,467	0.42%	+14,216	Jul 31, 2026	Dimensional ETF Trust, not summed
6.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	118,962	0.34%	+4,424	Jul 31, 2026	Dimensional ETF Trust, not summed
7	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,395,456	3.95%	+134,086	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,386,474	3.93%	+66,448	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	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	179,692	0.51%	+5,121	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	31,855	0.09%	+488	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	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	23,067	0.07%	+118	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF Fund S000039794 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	12,580	0.04%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	12,331	0.03%	-100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,128,324	3.20%	+9,504	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,083,675	3.07%	-94,763	May 31, 2026	American Century ETF Trust, not summed
11	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,054,962	2.99%	-46,011	Jun 30, 2026	carried, not yet filed for the newest quarter
12	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,004,807	2.85%	-612	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	963,422	2.73%	+48,042	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	814,920	2.31%	-3,694	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	GABELLI FUNDS LLC 13F CIK 1081407 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	811,150	2.30%	-34,300	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	The Gabelli Small Cap Growth Fund Fund S000001062 · Registered fund · Jun 30, 2026 Gabelli Equity Series Funds Inc, not summed	265,000	0.75%	-24,500	Jun 30, 2026	Gabelli Equity Series Funds Inc, not summed
15.2	The Gabelli Asset Fund Fund S000001087 · Registered fund · Jun 30, 2026 Gabelli Asset Fund, not summed	99,500	0.28%	-2,000	Jun 30, 2026	Gabelli Asset Fund, not summed
15.3	The Gabelli Utilities Fund Fund S000001075 · Registered fund · Jun 30, 2026 Gabelli Utilities Fund, not summed	74,000	0.21%	-2,000	Jun 30, 2026	Gabelli Utilities Fund, not summed
15.4	The Gabelli Equity Income Fund Fund S000001061 · Registered fund · Jun 30, 2026 Gabelli Equity Series Funds Inc, not summed	68,500	0.19%	-2,000	Jun 30, 2026	Gabelli Equity Series Funds Inc, not summed
15.5	The Gabelli Global Rising Income and Dividend Fund Fund S000001064 · Registered fund · Jun 30, 2026 GAMCO Global Series Funds, Inc, not summed	100	0.00%	0	Jun 30, 2026	GAMCO Global Series Funds, Inc, not summed
16	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	761,464	2.16%	-2,578	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	5,652	0.02%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
17	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	679,715	1.93%	-163,217	Jun 30, 2026	carried, not yet filed for the newest quarter
18	1290 VT GAMCO Small Company Value Portfolio Fund S000009151 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	656,200	1.86%	-16,800	Jun 30, 2026	EQ Advisors Trust, not summed
19	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F CIK 1021642 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	642,900	1.82%	+45,355	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	624,625	1.77%	+15,703	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	32,184	0.09%	0	Jun 30, 2026	Northern Funds, not summed
20.2	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	23,080	0.07%	+828	Jun 30, 2026	Northern Funds, not summed
20.3	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	18,161	0.05%	+1,542	Jun 30, 2026	Northern Funds, not summed
20.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,156	0.01%	-118	Jun 30, 2026	Northern Funds, not summed
20.5	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,944	0.01%	+96	Jul 31, 2026	FlexShares Trust, not summed
21	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	581,469	1.65%	+1,280	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	150,911	0.43%	-3,056	Jun 30, 2026	AB TRUST, not summed
21.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	45,502	0.13%	-1,360	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
21.3	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	18,410	0.05%	—	Jun 30, 2026	Bernstein Fund Inc, not summed
21.4	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	1,523	0.00%	-10	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
21.5	Overlay A Portfolio Fund S000027647 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	624	0.00%	0	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
22	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	516,092	1.46%	-5,134	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	416,267	1.18%	-8,474	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	171,483	0.49%	-1,900	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	87,298	0.25%	+8,524	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	81,052	0.23%	-14,539	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	21,889	0.06%	+1,280	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	21,092	0.06%	-455	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	407,311	1.15%	+8,520	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	397,767	1.13%	-149,912	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	391,948	1.11%	+37,507	Jul 31, 2026	Fidelity Salem Street Trust, not summed
25.2	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	311,400	0.88%	-12,600	Jul 31, 2026	Fidelity Securities Fund, not summed
25.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	183,312	0.52%	-2,109	May 31, 2026	Fidelity Concord Street Trust, not summed
25.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	69,414	0.20%	+1,298	May 31, 2026	Fidelity Rutland Square Trust II, not summed
25.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	67,406	0.19%	+644	May 31, 2026	Fidelity Concord Street Trust, not summed
26	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	393,548	1.11%	-166,515	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
27	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	372,472	1.06%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
28	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	339,310	0.96%	+23,490	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	46	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
29	Ensign Peak Advisors, Inc 13F CIK 1454984 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	308,751	0.87%	-3,205	Jun 30, 2026	carried, not yet filed for the newest quarter
30	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	298,972	0.85%	+16,416	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Vaughan Nelson Small Cap Fund Fund S000006661 · Registered fund · Jun 30, 2026 Natixis Funds Trust I, not summed	202,304	0.57%	+18,985	Jun 30, 2026	Natixis Funds Trust I, not summed
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	288,829	0.82%	-9,365	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,277	0.00%	+32	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	284,778	0.81%	+182,457	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Invesco Main Street Small Cap Fund Fund S000064650 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	48,655	0.14%	—	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
32.2	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	41,952	0.12%	-6,619	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32.3	Invesco V.I. Main Street Small Cap Fund Fund S000064664 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	27,042	0.08%	—	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
32.4	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	20,705	0.06%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
32.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	6,426	0.02%	-170	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
33	Harbor Small Cap Value Fund Fund S000000689 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	261,502	0.74%	-9,338	Jul 31, 2026	HARBOR FUNDS, not summed
34	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	250,871	0.71%	+250,871	Jun 30, 2026	carried, not yet filed for the newest quarter
35	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	243,669	0.69%	—	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	237,457	0.67%	+4,674	Jun 30, 2026	carried, not yet filed for the newest quarter
37	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	206,562	0.59%	-363	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	5,007	0.01%	+66	May 31, 2026	Goldman Sachs ETF Trust, not summed
37.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,660	0.00%	+411	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
37.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	1,171	0.00%	0	May 31, 2026	Goldman Sachs ETF Trust II, not summed
38	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	200,857	0.57%	+468	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
39	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	184,519	0.52%	+6,541	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
40	JONES FINANCIAL COMPANIES LLLP 13F CIK 815917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	184,157	0.52%	+11,372	Jun 30, 2026	carried, not yet filed for the newest quarter
41	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	176,422	0.50%	-2,281	Jun 30, 2026	carried, not yet filed for the newest quarter
42	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	176,377	0.50%	-1,954	Jun 30, 2026	carried, not yet filed for the newest quarter
43	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	176,023	0.50%	-4,497	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	ProShares S&P MidCap 400 Dividend Aristocrats ETF Fund S000047884 · Registered fund · May 31, 2026 ProShares Trust, not summed	131,689	0.37%	-8,194	May 31, 2026	ProShares Trust, not summed
43.2	ProShares Russell 2000 Dividend Growers ETF Fund S000047885 · Registered fund · May 31, 2026 ProShares Trust, not summed	34,915	0.10%	-752	May 31, 2026	ProShares Trust, not summed
43.3	ProShares Russell 2000 High Income ETF Fund S000087688 · Registered fund · May 31, 2026 ProShares Trust, not summed	1,690	0.00%	+132	May 31, 2026	ProShares Trust, not summed
43.4	ProShares UltraPro Russell2000 Fund S000024921 · Registered fund · May 31, 2026 ProShares Trust, not summed	1,335	0.00%	-877	May 31, 2026	ProShares Trust, not summed
43.5	ProShares Ultra Russell2000 Fund S000014248 · Registered fund · May 31, 2026 ProShares Trust, not summed	1,322	0.00%	-901	May 31, 2026	ProShares Trust, not summed
44	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	154,990	0.44%	-26,938	Jun 30, 2026	carried, not yet filed for the newest quarter
45	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	152,621	0.43%	-70,454	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	25,499	0.07%	-826	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
45.2	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	14,071	0.04%	-1,082	May 31, 2026	Columbia Funds Series Trust II, not summed
46	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	149,917	0.42%	+29,245	Jun 30, 2026	carried, not yet filed for the newest quarter
47	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	149,191	0.42%	+21,417	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	143,133	0.41%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	128,152	0.36%	0	Jun 30, 2026	Janus Investment Fund, not summed
49	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	140,955	0.40%	+610	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
50	EULAV Asset Management 13F CIK 1540826 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	138,751	0.39%	+1,600	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Value Line Small Cap Opportunities Fund, Inc. Fund S000007569 · Registered fund · Jun 30, 2026 Value Line Small Cap Opportunities Fund, Inc., not summed	138,751	0.39%	+1,600	Jun 30, 2026	Value Line Small Cap Opportunities Fund, Inc., not summed

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Key facts CIK 40211 CUSIP 361448103 13F (30d) 52 filings 50 filers Visit website Investor relations