HOOD · Robinhood Markets, Inc. · Shareholders & Ownership

$95.07 -1.51 (-1.56%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$85.48B

899.08M

Volume · Oct 23 13.97M Avg daily vol (3M) 20.39M

Every disclosed holder of HOOD 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 HOOD

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)	1,423	612,084,866	68.08%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	4	172,480,765	19.18%	Yes
Remaining	—	114,516,642	12.74%	Rest
Registered funds (N-PORT, not summed)	823	242,367,078	26.96%	No

Shares outstanding: 899,082,273, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 HOOD

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	67,787,066	7.54%	+4,328,477	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	10,883,158	1.21%	+718,343	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,754,848	0.42%	+3,074,076	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,158,005	0.35%	+259,117	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,429,637	0.27%	+2,021,687	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,670,266	0.19%	+8,145	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	51,655,498	5.75%	+329,003	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	37,313,830	4.15%	+164,200	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	34,671,148	3.86%	+1,298,080	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	5,351,347	0.60%	-2,806	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
4.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,886,859	0.21%	+226,197	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,181,026	0.13%	+45,848	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	ELFUN TRUSTS Fund S000011821 · Registered fund · Jun 30, 2026 ELFUN TRUSTS, not summed	322,600	0.04%	—	Jun 30, 2026	ELFUN TRUSTS, not summed
4.5	State Street U.S. Core Equity Fund Fund S000071466 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	309,026	0.03%	+196,165	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	29,907,700	3.33%	+11,850,309	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	10,113,894	1.12%	+106,528	May 31, 2026	Fidelity Concord Street Trust, not summed
5.2	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	3,361,809	0.37%	+1,308,100	Jul 31, 2026	Fidelity Securities Fund, not summed
5.3	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	2,946,165	0.33%	+80,300	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
5.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	2,911,105	0.32%	+100,631	Jul 31, 2026	Fidelity Salem Street Trust, not summed
5.5	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	2,143,203	0.24%	+2,112,823	May 31, 2026	Fidelity Rutland Square Trust II, not summed
6	Index Venture Associates VI Ltd 13G CIK 1754862 · Unknown · Sep 30, 2024 Rule 13d-1(d), exempt investor	28,935,834	3.22%	-21,701,926	Sep 30, 2024	Rule 13d-1(d), exempt investor
7	Galileo (PTC) Ltd 13G CIK 1740858 · Unknown · Sep 30, 2024 Rule 13d-1(d), exempt investor	26,971,653	3.00%	-27,739,890	Sep 30, 2024	Rule 13d-1(d), exempt investor
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	25,116,747	2.79%	+26,251	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Newlands Management Operations LLC 13F CIK 1908450 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	24,158,860	2.69%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,597,737	2.51%	+1,092,385	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	20,503,427	2.28%	+418,289	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	17,143,357	1.91%	+81,094	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	15,803,996	1.76%	+1,535,179	Jun 30, 2026	carried, not yet filed for the newest quarter
14	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	11,407,553	1.27%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Index Venture Associates VI Ltd 13F CIK 1755035 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	10,127,528	1.13%	-1,446,790	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	10,105,436	1.12%	-1,315,258	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Global Stars Portfolio Fund S000041864 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	5,538	0.00%	+2,186	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
16.2	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	2,379	0.00%	-124	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
16.3	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,611	0.00%	+262	Jul 31, 2026	E Trade Trust, not summed
16.4	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,183	0.00%	+279	Jul 31, 2026	E Trade Trust, not summed
16.5	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	313	0.00%	-25	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
17	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,860,924	0.99%	-153,276	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	Malka Meyer Insider CIK 1571355 · Oct 1, 2026 10% Owner, issuer-wide, not summed	8,005,784	0.89%	+966	Oct 1, 2026	10% Owner, issuer-wide, not summed
19	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,640,064	0.74%	+474,965	Jun 30, 2026	carried, not yet filed for the newest quarter
20	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,579,864	0.73%	+1,632,206	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Goldman Sachs Mid Cap Growth Fund Fund S000009321 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	106,653	0.01%	—	May 31, 2026	Goldman Sachs Trust, not summed
20.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	71,863	0.01%	+37,224	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
20.3	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	45,275	0.01%	-114,632	May 31, 2026	Goldman Sachs ETF Trust, not summed
20.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	44,585	0.01%	+3,845	May 31, 2026	Goldman Sachs ETF Trust, not summed
20.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	37,627	0.00%	-1,178	May 31, 2026	Goldman Sachs ETF Trust, not summed
21	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,569,053	0.73%	-243,946	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	6,470,972	0.72%	+189,494	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	234,901	0.03%	+7,301	Jun 30, 2026	Northern Funds, not summed
22.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	17,538	0.00%	+2,138	Jul 31, 2026	FlexShares Trust, not summed
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,302,342	0.70%	+526,316	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,767,172	0.20%	+16,502	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,681,367	0.19%	+173,684	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	839,222	0.09%	+30,343	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	479,072	0.05%	+12,583	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	468,040	0.05%	+10,185	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,061,374	0.67%	+52,141	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,554,153	0.62%	+2,063,244	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	1,701,800	0.19%	—	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
25.2	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	693,210	0.08%	+504,781	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
25.3	T. Rowe Price Science & Technology Fund, Inc. Fund S000002119 · Registered fund · Jun 30, 2026 T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC., not summed	514,500	0.06%	—	Jun 30, 2026	T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC., not summed
25.4	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	486,462	0.05%	-3,579	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
25.5	T. Rowe Price Global Technology Fund, Inc. Fund S000002085 · Registered fund · Jun 30, 2026 T. ROWE PRICE GLOBAL TECHNOLOGY FUND, INC., not summed	274,502	0.03%	-10,393	Jun 30, 2026	T. ROWE PRICE GLOBAL TECHNOLOGY FUND, INC., not summed
26	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,517,212	0.61%	-1,875,162	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,158,550	0.24%	+14,237	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26.2	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	627,428	0.07%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
26.3	Invesco S&P 500 Pure Growth ETF Fund S000060791 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	293,540	0.03%	+4,478	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26.4	Invesco Dorsey Wright Momentum ETF Fund S000013787 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	242,569	0.03%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26.5	Invesco S&P 500 High Beta ETF Fund S000030963 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	212,472	0.02%	+77,032	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
27	ARK Investment Management LLC 13F CIK 1697748 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,236,031	0.58%	-767,030	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	ARK Innovation ETF Fund S000042977 · Registered fund · Jul 31, 2026 ARK ETF Trust, not summed	2,336,206	0.26%	-1,489,629	Jul 31, 2026	ARK ETF Trust, not summed
27.2	ARK Next Generation Internet ETF Fund S000042978 · Registered fund · Jul 31, 2026 ARK ETF Trust, not summed	846,608	0.09%	-215,834	Jul 31, 2026	ARK ETF Trust, not summed
27.3	ARK Blockchain & Fintech Innovation ETF Fund S000064752 · Registered fund · Jul 31, 2026 ARK ETF Trust, not summed	433,692	0.05%	-74,020	Jul 31, 2026	ARK ETF Trust, not summed
28	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,117,119	0.57%	+5,117,119	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,916,257	0.55%	+4,202,295	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Janus Henderson VIT Forty Portfolio Fund S000010406 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	126,681	0.01%	—	Jun 30, 2026	Janus Aspen Series, not summed
29.2	Janus Henderson Transformational Growth ETF Fund S000089963 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	6,216	0.00%	-2,654	Jul 31, 2026	Janus Detroit Street Trust, not summed
29.3	Janus Henderson Mid Cap Growth Alpha ETF Fund S000087757 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	648	0.00%	—	Jul 31, 2026	Janus Detroit Street Trust, not summed
30	Amova Asset Management Americas, Inc. 13F CIK 1480751 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,857,878	0.54%	-382,918	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Jericho Capital Asset Management L.P. 13F CIK 1525234 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,833,000	0.54%	+4,833,000	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Paradigm Operations LP 13F CIK 1911136 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,734,616	0.53%	+430,636	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,524,046	0.50%	+64,703	Jun 30, 2026	carried, not yet filed for the newest quarter
34	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	4,328,534	0.48%	+4,226,423	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	4,294,618	0.48%	-161,524	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
36	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,240,596	0.47%	+12,537	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,950,048	0.44%	-2,435,184	Jun 30, 2026	carried, not yet filed for the newest quarter
38	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	3,938,383	0.44%	-13,344	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	PACE Large Co Growth Equity Investments Fund S000002972 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	11,847	0.00%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
38.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	595	0.00%	-61	May 31, 2026	UBS INVESTMENT TRUST, not summed
38.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	239	0.00%	+22	Jun 30, 2026	UBS FUNDS, not summed
39	Ribbit Management Company, LLC 13F CIK 1836733 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,926,401	0.44%	+680,963	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,786,353	0.42%	+53,069	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	64,546	0.01%	+68	Jul 31, 2026	BNY Mellon ETF Trust, not summed
41	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,475,657	0.39%	+1,519,718	Jun 30, 2026	carried, not yet filed for the newest quarter
42	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,429,659	0.38%	+2,508,086	Jun 30, 2026	carried, not yet filed for the newest quarter
43	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,207,165	0.36%	+3,207,165	Jun 30, 2026	carried, not yet filed for the newest quarter
44	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,165,076	0.35%	-297,019	Jun 30, 2026	carried, not yet filed for the newest quarter
45	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,150,026	0.35%	+2,163,118	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	536,668	0.06%	-187,090	May 31, 2026	MFS Series Trust IV, not summed
45.2	MFS Mid Cap Growth Series Fund S000002678 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	50,812	0.01%	+32,789	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
45.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	2,310	0.00%	—	Jul 31, 2026	MFS Series Trust XV, not summed
46	Janus Henderson Forty Fund Fund S000025893 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	3,045,746	0.34%	—	Jun 30, 2026	Janus Investment Fund, not summed
47	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,880,809	0.32%	+217,565	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Mid Cap Growth Portfolio Fund S000008199 · Registered fund · Jun 30, 2026 NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed	45,889	0.01%	+27,608	Jun 30, 2026	NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed
47.2	Neuberger Disrupters ETF Fund S000075396 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	12,249	0.00%	+348	May 31, 2026	Neuberger Berman ETF Trust, not summed
48	Artisan Partners Limited Partnership 13F CIK 1466153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,880,113	0.32%	+1,930,527	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Artisan Mid Cap Fund Fund S000006496 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	393,468	0.04%	+85,594	Jun 30, 2026	Artisan Partners Funds Inc., not summed
48.2	Artisan Global Opportunities Fund Fund S000023270 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	196,128	0.02%	—	Jun 30, 2026	Artisan Partners Funds Inc., not summed
49	JPMorgan Mid Cap Growth Fund Fund S000003654 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	2,849,179	0.32%	+1,771,241	Jun 30, 2026	JPMorgan Trust II, not summed
50	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,825,315	0.31%	+2,302,711	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Heritage Fund Fund S000006206 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	742,590	0.08%	+429,245	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
50.2	Growth Fund Fund S000006205 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	672,544	0.07%	+484,147	Jul 31, 2026	American Century Mutual Funds, Inc., not summed

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

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Key facts CIK 1783879 CUSIP 770700102 13F (30d) 371 filings 358 filers Visit website Investor relations