HASI · HA Sustainable Infrastructure Capital, Inc. · Shareholders & Ownership

$36.41 -0.07 (-0.19%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.69B

128.50M

Volume · Oct 22 66.33K Avg daily vol (3M) 1.02M

Every disclosed holder of HASI 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 HASI

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)	413	132,063,218	102.78%	Yes
Insiders (Forms 3, 4, 5)	18	716,171	0.56%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,283,599	-3.33%	Negative
Registered funds (N-PORT, not summed)	296	57,379,450	44.65%	No

Shares outstanding: 128,495,790, 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 HASI

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	21,357,545	16.62%	+1,248,462	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,699,524	5.99%	+34,233	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,312,615	2.58%	+256,160	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,217,858	0.95%	+146,639	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	627,157	0.49%	-83,039	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	493,838	0.38%	+20,671	Jun 30, 2026	iShares Trust, not summed
2	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,778,291	7.61%	-1,610,320	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	10,008,237	7.79%	-3,044,977	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,905,349	6.15%	+167,178	Jun 30, 2026	carried, not yet filed for the newest quarter
4	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,668,469	5.19%	-177,089	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	5,773,860	4.49%	+75,961	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,733,734	4.46%	+335,288	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,170,640	0.91%	+13,109	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	378,573	0.29%	-2,466	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	307,212	0.24%	+17,630	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) S&P(R) Global Dividend ETF Fund S000040740 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	82,194	0.06%	+7,248	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
6.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	44,045	0.03%	+700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,564,467	3.55%	-10,513	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	828,975	0.65%	-16,789	Jun 30, 2026	AB TRUST, not summed
7.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	249,948	0.19%	-10,082	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
7.3	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	175,958	0.14%	-18,872	Jun 30, 2026	AB CAP FUND, INC., not summed
7.4	AB All Market Real Return Portfolio Fund S000028085 · Registered fund · Jul 31, 2026 AB BOND FUND, INC., not summed	27,995	0.02%	+1,416	Jul 31, 2026	AB BOND FUND, INC., not summed
7.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	8,387	0.01%	-36	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
8	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,475,858	3.48%	+521,369	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,075,665	3.17%	+33,536	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,697,531	2.88%	+606,318	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	2,946,522	2.29%	-8,791	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,850,145	2.22%	+152,941	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Invesco Solar ETF Fund S000060822 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,935,589	1.51%	+147,422	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
12.2	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	792,073	0.62%	+160,869	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12.3	Invesco Global Clean Energy ETF Fund S000015279 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	50,050	0.04%	+3,840	Jul 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
12.4	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	33,461	0.03%	+27,325	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
12.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	19,692	0.02%	-1,682	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,388,998	1.86%	-33,221	Jun 30, 2026	carried, not yet filed for the newest quarter
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,330,143	1.81%	+286,485	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	2,266,600	1.76%	-959,027	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
16	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,046,349	1.59%	-149,374	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,411,931	1.10%	+175,019	Jul 31, 2026	Fidelity Salem Street Trust, not summed
16.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	651,067	0.51%	-11,784	May 31, 2026	Fidelity Concord Street Trust, not summed
16.3	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	644,368	0.50%	-45,872	Jul 31, 2026	Fidelity Securities Fund, not summed
16.4	Fidelity SAI Small-Mid Cap Momentum Index Fund Fund S000050321 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	389,965	0.30%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
16.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	356,603	0.28%	-6,349	May 31, 2026	Fidelity Rutland Square Trust II, not summed
17	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,865,839	1.45%	-16,308	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,794,313	1.40%	+217,001	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	72,403	0.06%	—	Jun 30, 2026	Northern Funds, not summed
18.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	65,247	0.05%	+6,973	Jun 30, 2026	Northern Funds, not summed
18.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	24,016	0.02%	-162	Jul 31, 2026	FlexShares Trust, not summed
18.4	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	17,619	0.01%	-610	Jun 30, 2026	Northern Funds, not summed
18.5	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,933	0.01%	+7,925	Jun 30, 2026	Northern Funds, not summed
19	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,736,932	1.35%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,688,146	1.31%	+62,382	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Rockefeller US Small Cap Core Fund Fund S000080973 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	108,464	0.08%	+12,624	Aug 31, 2026	Trust for Professional Managers, not summed
20.2	Rockefeller Climate Solutions Fund Fund S000072137 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	29,929	0.02%	+8,483	Aug 31, 2026	Trust for Professional Managers, not summed
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,683,129	1.31%	-76,500	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	19,141	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
21.2	Goldman Sachs Clean Energy Income Fund Fund S000068536 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	10,165	0.01%	-1,911	May 31, 2026	GOLDMAN SACHS TRUST, not summed
21.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	6,040	0.00%	-2,749	May 31, 2026	Goldman Sachs ETF Trust, not summed
22	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,662,808	1.29%	-350,662	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Erste Asset Management GmbH 13F CIK 2024532 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,611,218	1.25%	-585,925	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,591,618	1.24%	+500,090	Jun 30, 2026	carried, not yet filed for the newest quarter
25	NEUMEIER POMA INVESTMENT COUNSEL LLC 13F CIK 1044936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,558,663	1.21%	+26,919	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	1,534,959	1.19%	+1,530,079	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,464,864	1.14%	+42,088	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,310,518	1.02%	+38,952	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,655	0.00%	+241	Jul 31, 2026	BNY Mellon ETF Trust, not summed
29	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,301,308	1.01%	-22,602	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	864,096	0.67%	0	Jun 30, 2026	Manager Directed Portfolios, not summed
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,219,918	0.95%	+31,671	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	612,140	0.48%	+1,170	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	313,411	0.24%	+39,037	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	75,745	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	75,461	0.06%	+2,958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,209,286	0.94%	-218,129	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD GLOBAL EQUITY FUND Fund S000002595 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,092,159	0.85%	-36,468	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
33	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,053,273	0.82%	+66,548	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	20,025	0.02%	+2,526	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
34	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,040,778	0.81%	-105,380	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Handelsbanken Fonder AB 13F CIK 1398318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	918,870	0.72%	-4,614	Jun 30, 2026	carried, not yet filed for the newest quarter
36	STOREBRAND ASSET MANAGEMENT AS 13F CIK 1685676 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	901,987	0.70%	+23,667	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Mizuho Markets Cayman LP 13F CIK 1803149 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	900,000	0.70%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	851,532	0.66%	+25,230	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Aristotle Capital Boston, LLC 13F CIK 1633911 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	847,819	0.66%	-178,426	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	796,113	0.62%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
41	Tidal Investments LLC 13F CIK 1600064 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	784,316	0.61%	+50,451	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Rockefeller U.S. Small-Mid Cap ETF Fund S000086716 · Registered fund · Jul 31, 2026 Tidal Trust III, not summed	763,459	0.59%	+48,545	Jul 31, 2026	Tidal Trust III, not summed
42	Border to Coast Pensions Partnership Ltd 13F CIK 1876496 · Unknown · Sep 30, 2026	700,000	0.54%	+155,000	Sep 30, 2026
43	Baird Financial Group, Inc. 13F CIK 1648711 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	698,181	0.54%	-13,780	Jun 30, 2026	carried, not yet filed for the newest quarter
44	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	683,194	0.53%	+27,705	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Triodos Investment Management BV 13F CIK 1748729 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	675,000	0.53%	+125,000	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	642,034	0.50%	+35,616	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
47	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	617,688	0.48%	-2,555	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	94,160	0.07%	-6,172	Jul 31, 2026	Principal Funds, Inc, not summed
47.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	8,582	0.01%	+4,514	Jul 31, 2026	Principal Funds, Inc, not summed
48	Universal- Beteiligungs- und Servicegesellschaft mbH 13F CIK 2057170 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	590,664	0.46%	-5,952	Jun 30, 2026	carried, not yet filed for the newest quarter
49	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	567,248	0.44%	+566,101	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	149,121	0.12%	—	Jul 31, 2026	Old Westbury Funds Inc, not summed
49.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	22,656	0.02%	—	Jul 31, 2026	Old Westbury Funds Inc, not summed
50	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	510,814	0.40%	+24,416	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed

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

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1561894 CUSIP 41068X100 13F (30d) 62 filings 59 filers Visit website Investor relations