HCA · HCA Healthcare, Inc. · Shareholders & Ownership

$464.70 +9.82 (+2.16%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$100.91B

221.84M

Volume · Oct 20 689.18K Avg daily vol (3M) 1.36M

Every disclosed holder of HCA 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 HCA

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)	1,347	131,067,965	59.08%	Yes
Insiders (Forms 3, 4, 5)	26	135,436,512	61.05%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	44,664,677	-20.13%	Negative
Registered funds (N-PORT, not summed)	807	49,085,102	22.13%	No

Shares outstanding: 221,839,800, 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 HCA

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	Frisco Holding II 13D CIK 1433317 · Unknown · Feb 6, 2026 not summed	38,896,739	17.53%	—	Feb 6, 2026	not summed
1.1	Frisco Holding II Insider CIK 1433317 · Feb 6, 2026 10% Owner, issuer-wide	36,557,141	16.48%	—	Feb 6, 2026	10% Owner, issuer-wide
2	FRIST THOMAS F JR Insider CIK 900596 · Feb 6, 2026 10% Owner, issuer-wide	32,761,844	14.77%	—	Feb 6, 2026	10% Owner, issuer-wide
2.1	Thomas F. Frist, Jr. 13G CIK 900596 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor, not summed	69,391,032	31.28%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor, not summed
3	FRIST THOMAS F III Insider CIK 1223892 · Apr 28, 2026 Director, 10% Owner, issuer-wide	32,298,747	14.56%	—	Apr 28, 2026	Director, 10% Owner, issuer-wide
4	HERCULES HOLDING II Insider CIK 1392780 · Feb 6, 2026 10% Owner, issuer-wide	32,282,889	14.55%	—	Feb 6, 2026	10% Owner, issuer-wide
4.1	Hercules Holding II 13G CIK 1392780 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor, not summed	68,912,077	31.06%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor, not summed
5	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	13,003,600	5.86%	-359,666	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,135,685	0.96%	+122,801	Jun 30, 2026	iShares Trust, not summed
5.2	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	333,555	0.15%	+40,403	Jun 30, 2026	iShares Trust, not summed
5.3	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	327,825	0.15%	-1,120	Jun 30, 2026	iShares Trust, not summed
5.4	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	199,666	0.09%	+3,440	Jun 30, 2026	iShares Trust, not summed
5.5	iShares U.S. Equity Factor Rotation Active ETF Fund S000064945 · Registered fund · Jul 31, 2026 BlackRock ETF Trust, not summed	196,021	0.09%	+14,008	Jul 31, 2026	BlackRock ETF Trust, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,141,708	4.57%	-36,654	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Sanders Capital, LLC 13F CIK 1508097 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,828,287	3.98%	-128,858	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,469,035	3.37%	-70,515	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) Health Care Select Sector SPDR(R) ETF Fund S000006412 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,097,065	0.49%	-42,068	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
8.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	370,638	0.17%	+41,354	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	231,800	0.10%	+6,974	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	58,400	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	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	29,276	0.01%	-1,760	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,930,087	2.22%	-40,740	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,707,473	2.12%	+799,761	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	VANGUARD HEALTH CARE FUND Fund S000002922 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,594,006	0.72%	+390,596	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
10.2	VANGUARD WELLINGTON FUND Fund S000004406 · Registered fund · May 31, 2026 VANGUARD WELLINGTON FUND, not summed	1,329,214	0.60%	-324,968	May 31, 2026	VANGUARD WELLINGTON FUND, not summed
10.3	BALANCED PORTFOLIO Fund S000004390 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	42,705	0.02%	-567	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
10.4	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	8,939	0.00%	-11,800	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,024,763	1.81%	+47,737	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	4,004,292	1.81%	0	May 31, 2026	Growth Fund of America, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,668,008	1.65%	-24,505	Jun 30, 2026	carried, not yet filed for the newest quarter
14	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,295,565	1.49%	+40,995	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	First Eagle Global Fund Fund S000011211 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	2,185,757	0.99%	0	Jul 31, 2026	First Eagle Funds, not summed
14.2	First Eagle U.S. Fund Fund S000011213 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	107,199	0.05%	0	Jul 31, 2026	First Eagle Funds, not summed
14.3	First Eagle Global Balanced Fund Fund S000035750 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	60,290	0.03%	0	Jul 31, 2026	First Eagle Funds, not summed
14.4	First Eagle Rising Dividend Fund Fund S000011215 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	54,117	0.02%	+13,999	Jul 31, 2026	First Eagle Funds, not summed
14.5	First Eagle Global Real Assets Fund Fund S000074462 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	1,523	0.00%	+558	Jul 31, 2026	First Eagle Funds, not summed
15	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,712,828	1.22%	-44,951	Jun 30, 2026	carried, not yet filed for the newest quarter
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,586,771	1.17%	+291,891	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	524	0.00%	0	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
16.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	326	0.00%	+43	Jul 31, 2026	E Trade Trust, not summed
16.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	233	0.00%	+29	Jul 31, 2026	E Trade Trust, not summed
16.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	69	0.00%	-2	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,464,314	1.11%	+328,242	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	43,802	0.02%	-20,870	Jun 30, 2026	Goldman Sachs Trust, not summed
17.2	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	33,252	0.02%	+16,876	Jul 31, 2026	Goldman Sachs Trust, not summed
17.3	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	20,725	0.01%	-3,993	May 31, 2026	Goldman Sachs ETF Trust, not summed
17.4	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	16,602	0.01%	+12,901	Jul 31, 2026	Goldman Sachs Trust, not summed
17.5	Goldman Sachs Large Cap Growth Insights Fund Fund S000009328 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	12,847	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
18	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,285,832	1.03%	-176,143	Jun 30, 2026	carried, not yet filed for the newest quarter
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,209,485	1.00%	+44,227	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,145,367	0.97%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,977,121	0.89%	+4,692	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,916,947	0.86%	-1,116,665	Jun 30, 2026	carried, not yet filed for the newest quarter
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,708,560	0.77%	-43,567	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	FlexShares STOXX Global Broad Infrastructure Index Fund Fund S000042071 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	62,628	0.03%	+452	Jul 31, 2026	FlexShares Trust, not summed
23.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	46,735	0.02%	0	Jun 30, 2026	Northern Funds, not summed
23.3	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	9,856	0.00%	+1,036	Jul 31, 2026	FlexShares Trust, not summed
23.4	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,158	0.00%	+1,241	Jun 30, 2026	Northern Funds, not summed
23.5	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,108	0.00%	-204	Jul 31, 2026	FlexShares Trust, not summed
24	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,632,520	0.74%	-2,768,503	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	2,003,187	0.90%	-29,651	May 31, 2026	Fidelity Concord Street Trust, not summed
24.2	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	361,268	0.16%	-201,966	Jun 30, 2026	Fidelity Contrafund, not summed
24.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	295,907	0.13%	-2,611	May 31, 2026	Fidelity Concord Street Trust, not summed
24.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	238,918	0.11%	+2,546	May 31, 2026	Fidelity Concord Street Trust, not summed
24.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	207,349	0.09%	-91,469	May 31, 2026	Fidelity Rutland Square Trust II, not summed
25	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,529,637	0.69%	+91,112	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	499,051	0.23%	+184,709	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.2	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	176,177	0.08%	+36,812	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.3	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	158,546	0.07%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.4	Invesco S&P 500 Pure Growth ETF Fund S000060791 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	65,410	0.03%	+921	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.5	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	62,638	0.03%	-4,900	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
26	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	1,528,930	0.69%	-129,400	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
27	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,477,267	0.67%	+29,207	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,429,943	0.64%	-17,606	Jun 30, 2026	carried, not yet filed for the newest quarter
29	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,319,216	0.59%	+70,901	Jun 30, 2026	carried, not yet filed for the newest quarter
30	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	1,244,576	0.56%	-255,424	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	93	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
30.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	41	0.00%	+10	Jun 30, 2026	UBS FUNDS, not summed
31	Crake Asset Management LLP 13F CIK 1789082 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,151,792	0.52%	+1,151,792	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Darsana Capital Partners LP 13F CIK 1609098 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,100,000	0.50%	+350,000	Jun 30, 2026	carried, not yet filed for the newest quarter
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,063,288	0.48%	-8,275	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	346,760	0.16%	-926	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	166,597	0.08%	+1,820	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	102,884	0.05%	-12,812	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	93,838	0.04%	+1,522	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	92,960	0.04%	+158	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,054,124	0.48%	-40,675	Jun 30, 2026	carried, not yet filed for the newest quarter
35	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,025,824	0.46%	-190,772	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Templeton Growth Fund, Inc. Fund S000008759 · Registered fund · May 31, 2026 Templeton Growth Fund, Inc., not summed	201,982	0.09%	0	May 31, 2026	Templeton Growth Fund, Inc., not summed
35.2	Franklin Equity Income Fund Fund S000006852 · Registered fund · Jul 31, 2026 Franklin Investors Securities Trust, not summed	100,000	0.05%	-22,000	Jul 31, 2026	Franklin Investors Securities Trust, not summed
35.3	Putnam Global Health Care Fund Fund S000005666 · Registered fund · May 31, 2026 Putnam Global Health Care Fund, not summed	45,780	0.02%	0	May 31, 2026	Putnam Global Health Care Fund, not summed
35.4	Templeton World Fund Fund S000008745 · Registered fund · May 31, 2026 Templeton Funds, not summed	39,240	0.02%	-60,370	May 31, 2026	Templeton Funds, not summed
35.5	Franklin Global Allocation Fund Fund S000007241 · Registered fund · Jun 30, 2026 Franklin Fund Allocator Series, not summed	18,729	0.01%	+11,245	Jun 30, 2026	Franklin Fund Allocator Series, not summed
36	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,023,107	0.46%	+1,021,279	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	998,912	0.45%	+280,643	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Pacer US Cash Cows 100 ETF Fund S000055466 · Registered fund · Jul 31, 2026 Pacer Funds Trust, not summed	960,711	0.43%	+272,447	Jul 31, 2026	Pacer Funds Trust, not summed
39	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	951,903	0.43%	-65,538	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Janus Henderson VIT Balanced Portfolio Fund S000010394 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	69,646	0.03%	-3,842	Jun 30, 2026	Janus Aspen Series, not summed
40	Life Cycle Investment Partners Ltd 13F CIK 2072459 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	912,404	0.41%	+218,204	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Metropolis Capital Ltd 13F CIK 1765388 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	910,564	0.41%	+602,264	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	898,612	0.41%	-45,619	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	13,621	0.01%	+455	Jul 31, 2026	BNY Mellon ETF Trust, not summed
43	HAZEN SAMUEL N Insider CIK 1216838 · Feb 10, 2026 Director, CEO, issuer-wide	878,162	0.40%	—	Feb 10, 2026	Director, CEO, issuer-wide
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	871,235	0.39%	-15,335	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	842,999	0.38%	-39,563	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
46	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	821,241	0.37%	-65,264	Jun 30, 2026	carried, not yet filed for the newest quarter
47	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	808,257	0.36%	-10,170	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	28,400	0.01%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
47.2	LSV Disciplined Value ETF Fund S000089218 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	7,404	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
47.3	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	2,200	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
47.4	LSV U.S. Managed Volatility Fund Fund S000045798 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	500	0.00%	+200	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
48	LYRICAL ASSET MANAGEMENT LP 13F CIK 1542302 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	654,071	0.29%	-14,574	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	LYRICAL U.S. VALUE EQUITY FUND Fund S000039711 · Registered fund · May 31, 2026 Ultimus Managers Trust, not summed	93,293	0.04%	-14,906	May 31, 2026	Ultimus Managers Trust, not summed
49	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	611,601	0.28%	-82,399	Jun 30, 2026	carried, not yet filed for the newest quarter
50	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	608,470	0.27%	-77,187	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 860730 CUSIP 40412C101 13F (30d) 215 filings 200 filers Visit website Investor relations