HOPE · Hope Bancorp Inc · Shareholders & Ownership

$13.59 -0.03 (-0.22%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.74B

127.74M

Volume · Oct 20 1.01M Avg daily vol (3M) 947.17K

Every disclosed holder of HOPE 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 HOPE

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)	268	118,744,401	92.96%	Yes
Insiders (Forms 3, 4, 5)	22	5,968,932	4.67%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,028,503	2.37%	Rest
Registered funds (N-PORT, not summed)	257	61,548,045	48.18%	No

Shares outstanding: 127,741,836, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of HOPE

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	18,472,441	14.46%	+228,250	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	7,684,178	6.02%	-44,813	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,178,602	2.49%	+149,382	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	1,165,345	0.91%	+152,568	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	1,099,513	0.86%	-157,218	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	233,916	0.18%	+32,225	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,438,933	8.95%	+1,448,931	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,577,648	5.93%	+248,507	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,283,476	1.00%	-78,378	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	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	1,174,844	0.92%	+13,003	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	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	661,447	0.52%	-5,497	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	43,321	0.03%	-2,400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
3.5	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	26,466	0.02%	+320	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,572,597	5.93%	+73,715	Jun 30, 2026	carried, not yet filed for the newest quarter
5	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,485,708	5.86%	+117,853	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,746,182	1.37%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	834,412	0.65%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	777,289	0.61%	-8,549	Jul 31, 2026	Dimensional ETF Trust, not summed
5.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	730,247	0.57%	+36,751	Jul 31, 2026	Dimensional ETF Trust, not summed
5.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	697,615	0.55%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6	HoldCo Asset Management, LP 13F CIK 1724246 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,262,187	4.90%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
7	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,713,383	4.47%	-204,827	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,526,205	4.33%	+22,357	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	4,660,698	3.65%	-174,500	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
10	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,240,170	3.32%	-194,082	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	2,669,356	2.09%	-189,500	May 29, 2026	Delaware Group Equity Funds V, not summed
10.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	1,418,670	1.11%	-4,200	Jun 30, 2026	Delaware VIP Trust, not summed
10.3	Optimum Small-Mid Cap Value Fund Fund S000002425 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	90,500	0.07%	0	Jun 30, 2026	Optimum Fund Trust, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,855,654	3.02%	-28,527	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,609,775	2.83%	+343,713	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	57,751	0.05%	0	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,412,092	2.67%	+175,321	Jun 30, 2026	carried, not yet filed for the newest quarter
14	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,278,584	2.57%	+357,362	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Koh Steven Insider CIK 1301733 · May 22, 2025 Director, issuer-wide	3,253,531	2.55%	+8,214	May 22, 2025	Director, issuer-wide
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,783,126	2.18%	-26,654	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	2,739,884	2.14%	+222,034	May 31, 2026	American Century ETF Trust, not summed
18	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,422,011	1.90%	-597,086	Jun 30, 2026	carried, not yet filed for the newest quarter
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,000,317	1.57%	-117,369	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	619,759	0.49%	-915	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	548,831	0.43%	-120,213	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	303,881	0.24%	+31,925	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	132,934	0.10%	-12,944	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	85,500	0.07%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,836,449	1.44%	+35,039	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	300,030	0.23%	+14,969	Jul 31, 2026	Goldman Sachs Trust, not summed
20.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	39,062	0.03%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
20.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	30,713	0.02%	+408	May 31, 2026	Goldman Sachs ETF Trust, not summed
20.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	11,304	0.01%	0	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
20.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	11,275	0.01%	+3,786	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,764,349	1.38%	-24,385	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,672,055	1.31%	-63,327	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	550	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,552,772	1.22%	+98,782	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	63,405	0.05%	+6,833	Jun 30, 2026	Northern Funds, not summed
23.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	18,486	0.01%	+4,484	Jul 31, 2026	FlexShares Trust, not summed
23.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	12,570	0.01%	-540	Jun 30, 2026	Northern Funds, not summed
24	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,506,600	1.18%	-7,300	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	181,300	0.14%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,468,220	1.15%	+45,169	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,115,511	0.87%	-19,890	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	291,289	0.23%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
27	Kim Kevin Sung Insider CIK 1445181 · Apr 14, 2026 Director, Chairman, Pres & CEO, issuer-wide	1,026,051	0.80%	+79,912	Apr 14, 2026	Director, Chairman, Pres & CEO, issuer-wide
28	Rhino Investment Partners, Inc 13F CIK 1828776 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	897,937	0.70%	-1,697,344	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	889,819	0.70%	+413,591	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	461,585	0.36%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
29.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	125,287	0.10%	-24,435	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
29.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	99,728	0.08%	+6,332	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
29.4	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	88,261	0.07%	+1,522	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
29.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	20,569	0.02%	+1,183	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
30	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	884,370	0.69%	-104,660	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	840,274	0.66%	+13,208	Jun 30, 2026	carried, not yet filed for the newest quarter
32	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	809,919	0.63%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	313,300	0.25%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	759,084	0.59%	-2,373	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	656,643	0.51%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
35	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	650,059	0.51%	+620,217	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	635,978	0.50%	+23,027	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
37	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	617,788	0.48%	-5,326	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	176,625	0.14%	+4,502	Jul 31, 2026	Principal Funds, Inc, not summed
37.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	94,188	0.07%	-6,583	Jul 31, 2026	Principal Funds, Inc, not summed
38	Dana Investment Advisors, Inc. 13F CIK 1427514 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	596,116	0.47%	+174,638	Jun 30, 2026	carried, not yet filed for the newest quarter
39	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	585,306	0.46%	-72,340	Jun 30, 2026	carried, not yet filed for the newest quarter
40	1290 VT GAMCO Small Company Value Portfolio Fund S000009151 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	570,000	0.45%	0	Jun 30, 2026	EQ Advisors Trust, not summed
41	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	570,000	0.45%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Byun Donald Insider CIK 1301728 · May 21, 2026 Director, issuer-wide	521,749	0.41%	+5,060	May 21, 2026	Director, issuer-wide
43	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	501,131	0.39%	-130	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	13,408	0.01%	0	Jun 30, 2026	AQR Funds, not summed
44	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	496,619	0.39%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	496,619	0.39%	0	Jun 30, 2026	EA Series Trust, not summed
45	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	495,062	0.39%	+9,260	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
46	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	487,687	0.38%	+15,871	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,381,850	1.08%	+145,909	Jul 31, 2026	Fidelity Salem Street Trust, not summed
46.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	688,512	0.54%	+7,722	May 31, 2026	Fidelity Concord Street Trust, not summed
46.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	230,352	0.18%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
46.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	196,247	0.15%	+9,464	May 31, 2026	Fidelity Concord Street Trust, not summed
46.5	Fidelity Small Cap Value Index Fund Fund S000065751 · Registered fund · Jun 30, 2026 Fidelity Salem Street Trust, not summed	177,065	0.14%	+29,020	Jun 30, 2026	Fidelity Salem Street Trust, not summed
47	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	453,676	0.36%	-2,120	Jun 30, 2026	carried, not yet filed for the newest quarter
48	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	450,566	0.35%	-2,310,513	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	444,967	0.35%	+6,096	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
50	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	441,774	0.35%	+441,774	Jun 30, 2026	carried, not yet filed for the newest quarter

47 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.

Showing 1–50 of 414 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1128361 CUSIP 43940T109 13F (30d) 39 filings 39 filers Visit website Investor relations