HALO · Halozyme Therapeutics, Inc. · Shareholders & Ownership

$124.37 +1.87 (+1.53%) At close · Oct 20

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$14.12B

113.50M

Volume · Oct 20 2.2M Avg daily vol (3M) 2.24M

Every disclosed holder of HALO 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 HALO

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)	696	124,779,970	109.94%	Yes
Insiders (Forms 3, 4, 5)	16	1,425,369	1.26%	Yes
13D/G-only blocks	1	3,133,412	2.76%	Yes
Remaining	—	15,840,751	-13.96%	Negative
Registered funds (N-PORT, not summed)	526	49,375,095	43.50%	No

Shares outstanding: 113,498,000, 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 HALO

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	13,271,095	11.69%	+6,042	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,059,222	3.58%	+165,700	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Biotechnology ETF Fund S000004350 · Registered fund · Jun 30, 2026 iShares Trust, not summed	831,875	0.73%	-36,627	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	709,843	0.63%	-4,281	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	693,863	0.61%	-84,241	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	482,340	0.43%	+35,854	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	5,351,312	4.71%	+80,094	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,299,008	4.67%	+49,802	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,179,434	4.56%	+241,580	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) S&P(R) Biotech ETF Fund S000010018 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,412,358	1.24%	+137,869	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	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	600,378	0.53%	+26,001	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	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	184,008	0.16%	+4,946	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	41,458	0.04%	+800	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	25,825	0.02%	+320	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	3,762,787	3.32%	+26,339	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,177,997	2.80%	-834,497	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	1,254,102	1.11%	+207,067	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
6.2	Invesco Small Cap Growth Fund Fund S000000476 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	172,199	0.15%	-12,015	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
6.3	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	162,003	0.14%	0	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
6.4	Invesco Health Care Fund Fund S000000235 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	155,098	0.14%	0	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
6.5	Invesco S&P MidCap 400 GARP ETF Fund S000060794 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	133,133	0.12%	-29,214	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
7	Artisan Partners Limited Partnership 13G CIK 1466153 · Registered investment adviser · Sep 30, 2024 Rule 13d-1(b), qualified institution	3,133,412	2.76%	-3,555,646	Sep 30, 2024	Rule 13d-1(b), qualified institution
8	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,832,594	2.50%	+270,285	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	197	0.00%	+89	Jul 31, 2026	E Trade Trust, not summed
9	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,773,568	2.44%	+89,885	Jun 30, 2026	carried, not yet filed for the newest quarter
10	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,740,561	2.41%	-172,548	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,721,119	2.40%	+49	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,519,951	2.22%	+14,165	Jun 30, 2026	carried, not yet filed for the newest quarter
13	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,511,050	2.21%	-14,925	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	243,000	0.21%	-1,400	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
13.2	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	217,890	0.19%	+50,850	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
13.3	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	41,798	0.04%	-22	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
14	SNYDER CAPITAL MANAGEMENT L P 13F CIK 1050477 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,396,101	2.11%	+73,024	Jun 30, 2026	carried, not yet filed for the newest quarter
15	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	2,281,615	2.01%	+1,052,509	Sep 30, 2026
15.1	Congress Small Cap Growth Fund Fund S000058028 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	258,000	0.23%	—	Jul 31, 2026	Professionally Managed Portfolios, not summed
15.2	Congress SMid Growth ETF Fund S000081384 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	157,971	0.14%	+1,404	Jul 31, 2026	Professionally Managed Portfolios, not summed
15.3	Congress Mid Cap Growth Fund Fund S000038711 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	152,272	0.13%	-5,500	Jul 31, 2026	Professionally Managed Portfolios, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,089,567	1.84%	+9,740	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	496,955	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	325,861	0.29%	+6,848	Jul 31, 2026	Dimensional ETF Trust, not summed
16.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	192,370	0.17%	-294	Jul 31, 2026	Dimensional ETF Trust, not summed
16.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	162,942	0.14%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.5	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	143,312	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,006,479	1.77%	+137,771	Jun 30, 2026	carried, not yet filed for the newest quarter
18	LOS ANGELES CAPITAL MANAGEMENT LLC 13F CIK 1177206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,938,035	1.71%	+1,248,120	Jun 30, 2026	carried, not yet filed for the newest quarter
19	ROYAL LONDON ASSET MANAGEMENT LTD 13F CIK 863748 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,810,815	1.60%	+200,262	Jun 30, 2026	carried, not yet filed for the newest quarter
20	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,704,623	1.50%	-213,526	Jun 30, 2026	carried, not yet filed for the newest quarter
21	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,696,538	1.49%	-39,963	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	AB DISCOVERY GROWTH FUND, INC. Fund S000010117 · Registered fund · Jun 30, 2026 AB DISCOVERY GROWTH FUND, INC., not summed	295,758	0.26%	-9,399	Jun 30, 2026	AB DISCOVERY GROWTH FUND, INC., not summed
21.2	AB Small Cap Growth Portfolio Fund S000010309 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	170,314	0.15%	-17,398	Jun 30, 2026	AB CAP FUND, INC., not summed
21.3	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	48,000	0.04%	0	Jun 30, 2026	Bernstein Fund Inc, not summed
21.4	AB Small Cap Growth Portfolio Fund S000010435 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	3,076	0.00%	-372	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
21.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	2,052	0.00%	+38	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
22	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,653,285	1.46%	+68,324	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,566,912	1.38%	+42,530	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,492,224	1.31%	+578,221	Jun 30, 2026	carried, not yet filed for the newest quarter
25	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,491,004	1.31%	+25,721	Jun 30, 2026	carried, not yet filed for the newest quarter
26	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,483,648	1.31%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
27	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,417,063	1.25%	-65,277	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	First Trust NYSE Arca Biotechnology Index Fund Fund S000012478 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	1,119,086	0.99%	+6,243	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
27.2	First Trust Health Care AlphaDEX Fund Fund S000017700 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	226,384	0.20%	+109,271	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
27.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	52,640	0.05%	+38,597	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
27.4	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	46,907	0.04%	+15,079	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
27.5	First Trust Long/Short Equity ETF Fund S000045700 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund III, not summed	40,141	0.04%	—	Jul 31, 2026	First Trust Exchange-Traded Fund III, not summed
28	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,410,257	1.24%	+38,699	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	70,000	0.06%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
28.2	LSV Disciplined Value ETF Fund S000089218 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	18,498	0.02%	-1	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
28.3	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	5,200	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
29	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,392,819	1.23%	+174,151	Jun 30, 2026	carried, not yet filed for the newest quarter
30	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,390,428	1.23%	-145,309	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,359,907	1.20%	+46,835	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,353,883	1.19%	-39,992	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,348,843	1.19%	+115,185	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Janus Henderson Small/Mid Cap Growth Alpha ETF Fund S000052564 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	150,450	0.13%	+5,860	Jul 31, 2026	Janus Detroit Street Trust, not summed
33.2	Janus Henderson Mid Cap Growth Alpha ETF Fund S000087757 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	5,526	0.00%	+1,908	Jul 31, 2026	Janus Detroit Street Trust, 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	1,322,613	1.17%	+33,080	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	565,419	0.50%	-5,332	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	317,701	0.28%	+60	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	111,437	0.10%	-5,573	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	72,012	0.06%	+3,093	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	68,571	0.06%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,270,344	1.12%	+540,204	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	76,733	0.07%	+14,907	May 31, 2026	Goldman Sachs Trust, not summed
35.2	Goldman Sachs Small Cap Growth Fund Fund S000061413 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	48,735	0.04%	—	May 31, 2026	Goldman Sachs Trust, not summed
35.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	15,665	0.01%	-1,713	Jul 31, 2026	Goldman Sachs Trust II, not summed
35.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	8,025	0.01%	+1,726	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
35.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	7,253	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
36	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,244,040	1.10%	+87,001	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Putnam Small Cap Growth Fund Fund S000000777 · Registered fund · Jun 30, 2026 Putnam Funds Trust, not summed	617,928	0.54%	+64,314	Jun 30, 2026	Putnam Funds Trust, not summed
36.2	Franklin U.S. Mid Cap Multifactor Index ETF Fund S000057201 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	66,780	0.06%	+3,548	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
36.3	Franklin U.S. Large Cap Multifactor Index ETF Fund S000057200 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	31,093	0.03%	+6,154	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
36.4	Putnam VT Small Cap Growth Fund Fund S000003883 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	9,480	0.01%	+1,900	Jun 30, 2026	Putnam Variable Trust, not summed
36.5	Franklin Allocation VIP Fund Fund S000017299 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	1,582	0.00%	+132	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
37	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,183,799	1.04%	-3,152	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	605,172	0.53%	-39,728	May 29, 2026	Delaware Group Equity Funds V, not summed
37.2	Nomura Healthcare Fund Fund S000018873 · Registered fund · Jun 30, 2026 Delaware Group Equity Funds IV, not summed	220,000	0.19%	0	Jun 30, 2026	Delaware Group Equity Funds IV, not summed
37.3	Optimum Large Cap Growth Fund Fund S000002422 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	121,928	0.11%	+115,018	Jun 30, 2026	Optimum Fund Trust, not summed
37.4	Nomura Smid Cap Core Fund Fund S000024831 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	59,740	0.05%	+11,260	Jun 30, 2026	IVY FUNDS, not summed
37.5	Nomura VIP Smid Cap Core Series Fund S000006234 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	32,895	0.03%	+5,853	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
38	TD Asset Management Inc 13F CIK 1056053 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,115,730	0.98%	-52,936	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Epoch Investment Partners, Inc. 13F CIK 1305841 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,098,532	0.97%	-39,845	Jun 30, 2026	carried, not yet filed for the newest quarter
40	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,087,613	0.96%	-23,618	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	77,107	0.07%	+3,254	Jun 30, 2026	Northern Funds, not summed
40.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	23,542	0.02%	+17,998	Jul 31, 2026	FlexShares Trust, not summed
40.3	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,348	0.00%	-12,047	Jun 30, 2026	Northern Funds, not summed
40.4	Large Cap Value Fund Fund S000001271 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,341	0.00%	-1,390	Jun 30, 2026	Northern Funds, not summed
41	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,083,062	0.95%	+403,499	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Caisse de depot et placement du Quebec 13F CIK 898286 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,072,439	0.94%	-48,761	Jun 30, 2026	carried, not yet filed for the newest quarter
43	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	1,049,647	0.92%	+1,049,647	Sep 30, 2026
44	FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Fund S000060086 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	968,755	0.85%	+32,500	Jun 30, 2026	Capitol Series Trust, not summed
45	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	962,041	0.85%	-161,225	Jun 30, 2026	carried, not yet filed for the newest quarter
46	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	942,432	0.83%	-113,165	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Mizuho Markets Cayman LP 13F CIK 1803149 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	834,500	0.74%	+834,500	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	832,286	0.73%	-50,287	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
49	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	802,245	0.71%	-181,597	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	19,561	0.02%	+1,372	Jul 31, 2026	BNY Mellon ETF Trust, not summed
50	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	785,556	0.69%	-230,873	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	74,981	0.07%	+14,421	Jun 30, 2026	AQR Funds, not summed
50.2	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	49,020	0.04%	-1,848	Jun 30, 2026	AQR Funds, not summed
50.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	44,497	0.04%	-856	Jun 30, 2026	AQR Funds, not summed
50.4	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	19,884	0.02%	+10,723	Jun 30, 2026	AQR Funds, not summed
50.5	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	19,636	0.02%	-17,732	Jun 30, 2026	AQR Funds, not summed

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

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Key facts CIK 1159036 CUSIP 40637H109 13F (30d) 121 filings 118 filers Visit website Investor relations