GL · Globe Life Inc. · Shareholders & Ownership

$154.79 -13.62 (-8.09%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$11.90B

76.85M

Volume · Oct 23 1.65M Avg daily vol (3M) 531.08K

Every disclosed holder of GL 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 GL

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)	704	64,940,760	84.50%	Yes
Insiders (Forms 3, 4, 5)	24	639,498	0.83%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	11,269,189	14.66%	Rest
Registered funds (N-PORT, not summed)	553	30,125,495	39.20%	No

Shares outstanding: 76,849,447, 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 GL

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	5,528,883	7.19%	-13,648	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	1,067,856	1.39%	+44,556	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	321,935	0.42%	+16,288	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	173,308	0.23%	-8,915	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	127,643	0.17%	-8,583	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	120,044	0.16%	+5,585	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	5,080,734	6.61%	-69,258	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,619,219	6.01%	+602,869	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,416,810	1.84%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
3.2	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,147,652	1.49%	-48,760	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
3.3	Invesco Value Opportunities Fund Fund S000027840 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,026,146	1.34%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
3.4	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	412,032	0.54%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
3.5	Invesco S&P 500 GARP ETF Fund S000032768 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	129,433	0.17%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,181,598	5.44%	-72,505	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,735,409	4.86%	+76,745	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	558,853	0.73%	+69,371	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	524,858	0.68%	-14,475	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	184,031	0.24%	+17,214	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	94,452	0.12%	+1,279	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) S&P(R) Insurance ETF Fund S000006979 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	50,395	0.07%	-4,599	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,804,413	3.65%	+75,079	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,464,519	3.21%	-28,655	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,393,372	3.11%	+40,180	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	501,857	0.65%	+19,478	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	404,042	0.53%	+2,031	Jul 31, 2026	Dimensional ETF Trust, not summed
8.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	188,527	0.25%	+4,354	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	168,808	0.22%	+5,079	Jul 31, 2026	Dimensional ETF Trust, not summed
8.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	127,903	0.17%	+5,042	Jul 31, 2026	Dimensional ETF Trust, not summed
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,011,077	2.62%	-12,372	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,940,584	2.53%	+8,706	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	133	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,780,297	2.32%	-32,978	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,515,987	1.97%	+318,085	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	13,242	0.02%	0	Jun 30, 2026	AQR Funds, not summed
12.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	9,458	0.01%	—	Jun 30, 2026	AQR Funds, not summed
12.3	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	5,985	0.01%	0	Jun 30, 2026	AQR Funds, not summed
12.4	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,823	0.01%	-6,825	Jun 30, 2026	AQR Funds, not summed
12.5	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,661	0.00%	+7	Jun 30, 2026	AQR Funds, not summed
13	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,496,640	1.95%	-2,207	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	856,737	1.11%	+26,516	Jun 30, 2026	College Retirement Equities Fund, not summed
13.2	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	460,834	0.60%	-6,924	Jun 30, 2026	College Retirement Equities Fund, not summed
13.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	64,617	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
13.4	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	35,406	0.05%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
13.5	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	27,738	0.04%	-2,287	Jul 31, 2026	TIAA-CREF Funds, not summed
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,440,836	1.87%	+37,860	Jun 30, 2026	carried, not yet filed for the newest quarter
15	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,355,811	1.76%	+329,565	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Pzena Mid Cap Value Fund Fund S000044707 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	17,112	0.02%	0	May 31, 2026	Advisors Series Trust, not summed
15.2	Pzena Small Cap Value Fund Fund S000053713 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	11,965	0.02%	-1,218	May 31, 2026	Advisors Series Trust, not summed
16	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,301,300	1.69%	+192,100	Jun 30, 2026	carried, not yet filed for the newest quarter
17	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,266,887	1.65%	+216,923	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,018,722	1.33%	+5,642	May 31, 2026	Fidelity Concord Street Trust, not summed
17.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	356,010	0.46%	+7,661	May 31, 2026	Fidelity Rutland Square Trust II, not summed
17.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	295,752	0.38%	+911	Jul 31, 2026	Fidelity Salem Street Trust, not summed
17.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	239,497	0.31%	-5,132	May 31, 2026	Fidelity Rutland Square Trust II, not summed
17.5	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	230,000	0.30%	-18,000	Jul 31, 2026	Fidelity Capital Trust, not summed
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,128,004	1.47%	-26,634	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	State Street(R) SPDR(R) S&P 500(R) ETF Trust Fund · Registered fund · Jun 30, 2026 State Street(R) SPDR(R) S&P 500(R) ETF Trust, not summed	941,017	1.22%	—	Jun 30, 2026	State Street(R) SPDR(R) S&P 500(R) ETF Trust, not summed
19.1	VOYA GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND Fund · Registered fund · May 31, 2026 Voya Global Equity Dividend & Premium Opportunity Fund, not summed	18,143	0.02%	—	May 31, 2026	Voya Global Equity Dividend & Premium Opportunity Fund, not summed
19.2	VOYA GLOBAL ADVANTAGE & PREMIUM OPPORTUNITY FUND Fund · Registered fund · May 31, 2026 Voya Global Advantage & Premium Opportunity Fund, not summed	5,960	0.01%	—	May 31, 2026	Voya Global Advantage & Premium Opportunity Fund, not summed
19.3	Guggenheim Strategic Opportunities Fund Fund · Registered fund · May 29, 2026 Guggenheim Strategic Opportunities Fund, not summed	130	0.00%	—	May 29, 2026	Guggenheim Strategic Opportunities Fund, not summed
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	915,219	1.19%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	770,990	1.00%	-71,433	Jun 30, 2026	carried, not yet filed for the newest quarter
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	768,122	1.00%	-16,786	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	25,074	0.03%	0	Jun 30, 2026	Northern Funds, not summed
22.2	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	17,466	0.02%	-462	Jul 31, 2026	FlexShares Trust, not summed
22.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	16,116	0.02%	+408	Jul 31, 2026	FlexShares Trust, not summed
22.4	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,306	0.01%	-2,905	Jun 30, 2026	Northern Funds, not summed
23	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	761,798	0.99%	-561,683	Jun 30, 2026	carried, not yet filed for the newest quarter
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	734,319	0.96%	-11,298	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	215,508	0.28%	+653	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	175,146	0.23%	-289	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	83,618	0.11%	+1,397	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	47,874	0.06%	+1,823	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	47,361	0.06%	+628	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25	REGIONS FINANCIAL CORP 13F CIK 1281761 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	710,501	0.92%	-31,409	Jun 30, 2026	carried, not yet filed for the newest quarter
26	EQUITY INVESTMENT CORP 13F CIK 1685771 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	688,216	0.90%	-129,090	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	EIC Value Fund Fund S000031985 · Registered fund · Jul 31, 2026 FundVantage Trust, not summed	30,488	0.04%	-28,500	Jul 31, 2026	FundVantage Trust, not summed
27	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	680,759	0.89%	+39,416	Jun 30, 2026	carried, not yet filed for the newest quarter
28	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	650,757	0.85%	-27,094	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	30,724	0.04%	-160	May 31, 2026	Goldman Sachs Trust, not summed
28.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	4,733	0.01%	-81	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
28.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	4,274	0.01%	+969	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
28.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	2,657	0.00%	-36	May 31, 2026	Goldman Sachs ETF Trust II, not summed
28.5	Goldman Sachs Strategic Factor Allocation Fund Fund S000054057 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,138	0.00%	-68	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
29	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	650,334	0.85%	-139,543	Jun 30, 2026	carried, not yet filed for the newest quarter
30	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	576,832	0.75%	-29,383	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	543,889	0.71%	-15,022	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	12,662	0.02%	+198	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	491,577	0.64%	+26,809	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Victory RS Partners Fund Fund S000053561 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	132,040	0.17%	+11,120	Jun 30, 2026	Victory Portfolios, not summed
32.2	Victory RS Value Fund Fund S000053562 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	62,410	0.08%	-2,100	Jun 30, 2026	Victory Portfolios, not summed
32.3	Victory RS Investors Fund Fund S000053583 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	26,560	0.03%	0	Jun 30, 2026	Victory Portfolios, not summed
32.4	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	18,400	0.02%	-70	Jul 31, 2026	Victory Portfolios III, not summed
32.5	VictoryShares Dividend Accelerator ETF Fund S000056886 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	17,389	0.02%	—	Jun 30, 2026	Victory Portfolios II, not summed
33	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	490,513	0.64%	-87,943	Jun 30, 2026	carried, not yet filed for the newest quarter
34	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	456,874	0.59%	-22,822	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	40,958	0.05%	0	May 31, 2026	Columbia Funds Series Trust II, not summed
34.2	Columbia Large Cap Index Fund Fund S000010825 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	3,732	0.00%	-295	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
34.3	Columbia Variable Portfolio - Large Cap Index Fund Fund S000019848 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	3,131	0.00%	-166	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
34.4	Columbia Integrated Large Cap Value Fund Fund S000074121 · Registered fund · Feb 28, 2026 Columbia Funds Series Trust II, not summed	2,586	0.00%	—	Feb 28, 2026	Columbia Funds Series Trust II, not summed
35	VANGUARD SELECTED VALUE FUND Fund S000004409 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	456,259	0.59%	-78,455	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
36	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	439,309	0.57%	-7,720	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	436,034	0.57%	-11,719	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	428,519	0.56%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
39	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	421,925	0.55%	-26,779	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
40	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 13F CIK 1694217 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	415,201	0.54%	+143,508	Jun 30, 2026	carried, not yet filed for the newest quarter
41	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	388,080	0.51%	+68,349	Jun 30, 2026	carried, not yet filed for the newest quarter
42	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	356,369	0.46%	+114,974	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	340,631	0.44%	+86,585	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Tax-Managed U.S. Large Cap Fund Fund S000001570 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	116,150	0.15%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
43.2	U.S. Strategic Equity Fund Fund S000037466 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	32,858	0.04%	-5,812	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
43.3	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	7,789	0.01%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
43.4	U.S. Strategic Equity Fund Fund S000006863 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	7,111	0.01%	-1,341	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
43.5	Sustainable Equity Fund Fund S000001591 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	3,340	0.00%	—	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
44	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	308,323	0.40%	+204,370	Jun 30, 2026	carried, not yet filed for the newest quarter
45	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	276,986	0.36%	+54,282	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	60,192	0.08%	-708	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
45.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	49,317	0.06%	-1,690	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
45.3	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	3,506	0.00%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
45.4	T. Rowe Price Tax-Efficient Equity Fund Fund S000002160 · Registered fund · May 31, 2026 T. ROWE PRICE TAX-EFFICIENT FUNDS, INC., not summed	1,600	0.00%	—	May 31, 2026	T. ROWE PRICE TAX-EFFICIENT FUNDS, INC., not summed
46	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	275,000	0.36%	-1,770	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	PACE Small/Medium Co Value Equity Investments Fund S000002973 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	6,935	0.01%	-247	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
46.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	84	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
46.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	26	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
47	Freestone Grove Partners LP 13F CIK 2007591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	274,736	0.36%	+1,171	Jun 30, 2026	carried, not yet filed for the newest quarter
48	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	273,463	0.36%	+66,646	Jun 30, 2026	carried, not yet filed for the newest quarter
49	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	270,769	0.35%	-48,505	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	253,272	0.33%	+91,874	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Gotham Index Plus Fund Fund S000048690 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	4,833	0.01%	—	Jun 30, 2026	FundVantage Trust, not summed
50.2	Gotham Large Value Fund Fund S000051786 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	184	0.00%	—	Jun 30, 2026	FundVantage Trust, not summed
50.3	Gotham Enhanced S&P 500 Index Fund Fund S000056197 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	4	0.00%	0	Jun 30, 2026	FundVantage Trust, not summed

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Key facts CIK 320335 CUSIP 37959E102 13F (30d) 137 filings 134 filers Visit website Investor relations