GEV · GE Vernova Inc. · Shareholders & Ownership

$789.53 -43.30 (-5.20%) Play latest call Q2 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$220.43B

264.68M

Volume · Nov 5 2.04M Avg daily vol (3M) 2.48M

Every disclosed holder of GEV 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 GEV

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)	3,407	211,681,539	79.98%	Yes
Insiders (Forms 3, 4, 5)	18	256,314	0.10%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	52,739,213	19.93%	Rest
Registered funds (N-PORT, not summed)	1,304	85,045,778	32.13%	No

Shares outstanding: 264,677,066, 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 GEV

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	21,763,980	8.22%	+1,037,370	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,696,068	1.40%	+229,807	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,027,643	0.39%	-61,016	Jun 30, 2026	iShares Trust, not summed
1.3	iShares MSCI USA Momentum Factor ETF Fund S000040316 · Registered fund · Jul 31, 2026 iShares Trust, not summed	785,132	0.30%	+220,137	Jul 31, 2026	iShares Trust, not summed
1.4	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	567,291	0.21%	+891	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	346,136	0.13%	+7,183	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,552,000	6.63%	+35,400	Jun 30, 2026	carried, not yet filed for the newest quarter
3	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	16,150,499	6.10%	-2,186,436	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	3,488,228	1.32%	+39,059	Aug 31, 2026	Fidelity Concord Street Trust, not summed
3.2	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	1,499,772	0.57%	-824,460	Jun 30, 2026	Fidelity Contrafund, not summed
3.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	1,113,527	0.42%	-87,506	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
3.4	Fidelity Series Large Cap Stock Fund Fund S000039214 · Registered fund · Jun 30, 2026 Fidelity Hastings Street Trust, not summed	896,959	0.34%	-203,500	Jun 30, 2026	Fidelity Hastings Street Trust, not summed
3.5	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	726,068	0.27%	+48,800	Jul 31, 2026	Fidelity Securities Fund, not summed
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,765,340	4.45%	+370,842	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,583,831	0.60%	+71,872	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	640,619	0.24%	+74,124	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	401,122	0.15%	+13,983	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	101,660	0.04%	+1,640	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	52,129	0.02%	-238	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,530,901	3.22%	-28,075	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,962,970	2.63%	+113,549	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,346,988	2.40%	-38,090	Jun 30, 2026	carried, not yet filed for the newest quarter
8	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,253,305	2.36%	-499,658	Jun 30, 2026	carried, not yet filed for the newest quarter
9	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,715,959	2.16%	-653,764	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	861	0.00%	-31	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
9.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	549	0.00%	+64	Jul 31, 2026	E Trade Trust, not summed
9.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	408	0.00%	+79	Jul 31, 2026	E Trade Trust, not summed
9.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	114	0.00%	-7	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
10	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,007,405	1.89%	+744,545	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,723,958	1.78%	-74,278	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,559,479	1.34%	+3,555,530	Jun 30, 2026	carried, not yet filed for the newest quarter
13	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,419,249	1.29%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,941,181	1.11%	+868,562	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	34,055	0.01%	-6,249	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
14.2	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	23,525	0.01%	-1,675	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
14.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	20,582	0.01%	+4,592	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
14.4	Goldman Sachs MLP Energy Infrastructure Fund Fund S000040184 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	16,589	0.01%	—	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
14.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	13,840	0.01%	+528	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
15	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,857,972	1.08%	-42,409	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,801,215	1.06%	+13,870	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	79,926	0.03%	+561	Jun 30, 2026	Northern Funds, not summed
16.2	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	32,241	0.01%	-686	Jul 31, 2026	FlexShares Trust, not summed
16.3	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	12,562	0.00%	—	Jun 30, 2026	Northern Funds, not summed
16.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,004	0.00%	+152	Jul 31, 2026	FlexShares Trust, not summed
16.5	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,718	0.00%	-107	Jun 30, 2026	Northern Funds, not summed
17	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,715,924	1.03%	-42,565	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	T. Rowe Price Blue Chip Growth Fund, Inc. Fund S000002069 · Registered fund · Jun 30, 2026 T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed	593,647	0.22%	-54,094	Jun 30, 2026	T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed
17.2	T. Rowe Price Growth Stock Fund, Inc. Fund S000002087 · Registered fund · Jun 30, 2026 T. ROWE PRICE GROWTH STOCK FUND, INC., not summed	344,197	0.13%	+5,131	Jun 30, 2026	T. ROWE PRICE GROWTH STOCK FUND, INC., not summed
17.3	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	165,158	0.06%	-3,097	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
17.4	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	93,259	0.04%	-1,557	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
17.5	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	46,097	0.02%	+8,432	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
18	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,611,700	0.99%	+549,901	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Invesco S&P 500 Quality ETF Fund S000003049 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	811,444	0.31%	+309,451	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.2	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	312,087	0.12%	+38,997	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
18.3	Invesco American Franchise Fund Fund S000027822 · Registered fund · Aug 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	306,242	0.12%	-1,467	Aug 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
18.4	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	215,165	0.08%	+16,256	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.5	Invesco Discovery Large Cap Fund Fund S000064617 · Registered fund · Aug 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	90,760	0.03%	-30,404	Aug 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
19	JPMorgan Large Cap Growth Fund Fund S000003856 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	2,599,109	0.98%	-138,802	Jun 30, 2026	JPMorgan Trust II, not summed
20	COATUE MANAGEMENT LLC 13F CIK 1135730 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,558,164	0.97%	-14,194	Jun 30, 2026	carried, not yet filed for the newest quarter
21	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,520,821	0.95%	-77,357	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,125,762	0.80%	-140,273	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	22,711	0.01%	-228	Jul 31, 2026	BNY Mellon ETF Trust, not summed
22.2	BNY Mellon Women's Opportunities ETF Fund S000080184 · Registered fund · Aug 29, 2025 BNY Mellon ETF Trust, not summed	415	0.00%	0	Aug 29, 2025	BNY Mellon ETF Trust, 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	2,114,132	0.80%	+153,661	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	652,438	0.25%	+77,913	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	600,206	0.23%	+2,328	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	286,847	0.11%	+827	Aug 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	163,311	0.06%	+4,014	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	161,391	0.06%	+1,807	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,018,612	0.76%	+498,813	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Janus Henderson VIT Balanced Portfolio Fund S000010394 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	58,317	0.02%	+16,164	Jun 30, 2026	Janus Aspen Series, not summed
24.2	Janus Henderson VIT Forty Portfolio Fund S000010406 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	27,960	0.01%	+6,629	Jun 30, 2026	Janus Aspen Series, not summed
24.3	Janus Henderson VIT Global Technology and Innovation Portfolio Fund S000010408 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	14,166	0.01%	+2,583	Jun 30, 2026	Janus Aspen Series, not summed
24.4	Janus Henderson VIT Global Research Portfolio Fund S000010402 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	12,057	0.00%	-331	Jun 30, 2026	Janus Aspen Series, not summed
24.5	Janus Henderson VIT Research Portfolio Fund S000010395 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	10,308	0.00%	+5,409	Jun 30, 2026	Janus Aspen Series, not summed
25	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,889,093	0.71%	+304,603	Jun 30, 2026	carried, not yet filed for the newest quarter
26	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,810,471	0.68%	-33,393	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	PACE Large Co Growth Equity Investments Fund S000002972 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	10,363	0.00%	-1,816	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
26.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · Aug 31, 2026 UBS INVESTMENT TRUST, not summed	170	0.00%	+8	Aug 31, 2026	UBS INVESTMENT TRUST, not summed
26.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	66	0.00%	+5	Jun 30, 2026	UBS FUNDS, not summed
27	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,628,723	0.62%	-180,479	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	College Retirement Equities Fund - Growth Account Fund S000005082 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	440,260	0.17%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
27.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	270,101	0.10%	-34,960	Jun 30, 2026	College Retirement Equities Fund, not summed
27.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	223,666	0.08%	-2,788	Jul 31, 2026	TIAA-CREF Funds, not summed
27.4	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	151,192	0.06%	-11,705	Jul 31, 2026	TIAA-CREF Funds, not summed
27.5	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	116,509	0.04%	-6,359	Jun 30, 2026	College Retirement Equities Fund, not summed
28	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,625,272	0.61%	-138,459	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Newport Trust Company, LLC 13F CIK 1722329 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,564,005	0.59%	-41,180	Jun 30, 2026	carried, not yet filed for the newest quarter
30	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,551,035	0.59%	-78,049	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	MFS Growth Fund Fund S000002419 · Registered fund · Aug 31, 2026 MFS Series Trust II, not summed	819,714	0.31%	-192,223	Aug 31, 2026	MFS Series Trust II, not summed
30.2	MFS Growth Series Fund S000002673 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	53,907	0.02%	-2,015	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
30.3	MFS Research Fund Fund S000002438 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	51,451	0.02%	+1,459	Jun 30, 2026	MFS Series Trust V, not summed
30.4	MFS Core Equity Fund Fund S000000763 · Registered fund · Aug 31, 2026 MFS SERIES TRUST I, not summed	35,390	0.01%	-4,092	Aug 31, 2026	MFS SERIES TRUST I, not summed
30.5	MFS Blended Research Core Equity Fund Fund S000002500 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	19,809	0.01%	+925	Jun 30, 2026	MFS SERIES TRUST XI, not summed
31	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,544,305	0.58%	-11,043	Jun 30, 2026	carried, not yet filed for the newest quarter
32	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,521,865	0.58%	+40,792	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	41,697	0.02%	-5,884	Jun 30, 2026	AQR Funds, not summed
32.2	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	18,320	0.01%	+5,449	Jun 30, 2026	AQR Funds, not summed
32.3	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	15,580	0.01%	-806	Jun 30, 2026	AQR Funds, not summed
32.4	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	15,491	0.01%	-6,803	Jun 30, 2026	AQR Funds, not summed
32.5	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,649	0.00%	0	Jun 30, 2026	AQR Funds, not summed
33	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,505,800	0.57%	-299,383	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Growth Fund of America Fund S000009228 · Registered fund · Aug 31, 2026 Growth Fund of America, not summed	1,483,418	0.56%	+384,334	Aug 31, 2026	Growth Fund of America, not summed
35	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,458,781	0.55%	-60,928	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
36	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,412,470	0.53%	-231,964	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Baird Financial Group, Inc. 13F CIK 1648711 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,403,302	0.53%	+30,263	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Strategas Macro Momentum ETF Fund S000084480 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	1,038	0.00%	-178	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
38	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,350,762	0.51%	-1,240	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Franklin Dynatech Fund Fund S000006754 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	285,000	0.11%	+10,000	Jun 30, 2026	Franklin Custodian Funds, not summed
38.2	Putnam Large Cap Growth Fund Fund S000003848 · Registered fund · Jul 31, 2026 Putnam Investment Funds, not summed	255,738	0.10%	-9,986	Jul 31, 2026	Putnam Investment Funds, not summed
38.3	Putnam Sustainable Leaders Fund Fund S000006295 · Registered fund · Jun 30, 2026 Putnam Sustainable Leaders Fund, not summed	61,480	0.02%	—	Jun 30, 2026	Putnam Sustainable Leaders Fund, not summed
38.4	Franklin Growth Opportunities Fund Fund S000006878 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	48,746	0.02%	-10,981	Jul 31, 2026	Franklin Strategic Series, not summed
38.5	Putnam VT Large Cap Growth Fund Fund S000003873 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	23,848	0.01%	-3,446	Jun 30, 2026	Putnam Variable Trust, not summed
39	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,261,149	0.48%	+16,709	Jun 30, 2026	carried, not yet filed for the newest quarter
40	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,087,329	0.41%	+89,313	Jun 30, 2026	carried, not yet filed for the newest quarter
41	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,010,178	0.38%	+51,480	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	First Trust US Equity Opportunities ETF Fund S000010977 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	158,812	0.06%	+16,659	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
41.2	FT Vest Rising Dividend Achievers Target Income ETF Fund S000077479 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	85,790	0.03%	-2,957	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
41.3	First Trust BuyWrite Income ETF Fund S000040302 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	59,999	0.02%	+51,882	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
41.4	First Trust Large Cap Growth AlphaDEX Fund Fund S000017341 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	8,751	0.00%	-2,813	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
41.5	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	5,997	0.00%	-1,040	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
42	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	993,762	0.38%	+66,862	Jun 30, 2026	carried, not yet filed for the newest quarter
43	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	983,923	0.37%	+65,655	Jun 30, 2026	American Balanced Fund, not summed
44	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	906,706	0.34%	+298,163	Jul 31, 2026	Washington Mutual Investors Fund, not summed
45	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	877,600	0.33%	+118,716	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	DWS Capital Growth Fund Fund S000005705 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	23,598	0.01%	+8,322	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
45.2	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	19,268	0.01%	+632	Aug 31, 2026	DBX ETF Trust, not summed
45.3	DWS Capital Growth VIP Fund S000006245 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES I, not summed	10,349	0.00%	+3,551	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES I, not summed
45.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	8,726	0.00%	+499	Aug 31, 2026	DBX ETF Trust, not summed
45.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	8,343	0.00%	-340	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
46	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	843,117	0.32%	-61,586	Jun 30, 2026	carried, not yet filed for the newest quarter
47	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	818,878	0.31%	+186,001	Jun 30, 2026	carried, not yet filed for the newest quarter
48	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	803,446	0.30%	-120,012	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	AB US Large Cap Strategic Equities ETF Fund S000080208 · Registered fund · Aug 31, 2026 AB Active ETFs, Inc., not summed	12,757	0.00%	-4,973	Aug 31, 2026	AB Active ETFs, Inc., not summed
48.2	AB Wealth Appreciation Strategy Fund S000010514 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	11,761	0.00%	-1,948	Jun 30, 2026	AB PORTFOLIOS, not summed
48.3	AB Tax-Managed Wealth Appreciation Strategy Fund S000010515 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	8,997	0.00%	-1,572	Jun 30, 2026	AB PORTFOLIOS, not summed
48.4	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	5,096	0.00%	-1,461	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
48.5	AB Select US Long/Short Portfolio Fund S000039195 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	4,242	0.00%	+1,364	Jun 30, 2026	AB CAP FUND, INC., not summed
49	TIGER GLOBAL MANAGEMENT LLC 13F CIK 1167483 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	797,511	0.30%	-175,483	Jun 30, 2026	carried, not yet filed for the newest quarter
50	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	774,251	0.29%	-11,313	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1996810 CUSIP 36828A101 13F (30d) 1811 filings 1749 filers Visit website Investor relations