HPE · Hewlett Packard Enterprise Co · Shareholders & Ownership

$56.49 +0.62 (+1.11%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$74.17B

1.33B

Volume · Oct 20 14.43M Avg daily vol (3M) 20.77M

Every disclosed holder of HPE 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 HPE

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)	1,512	1,180,390,169	88.92%	Yes
Insiders (Forms 3, 4, 5)	22	4,836,644	0.36%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	142,237,966	10.72%	Rest
Registered funds (N-PORT, not summed)	884	488,090,835	36.77%	No

Shares outstanding: 1,327,464,779, 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 HPE

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	134,059,655	10.10%	-9,811,408	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	18,250,973	1.37%	+1,160,693	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,444,322	0.41%	+352,543	Jun 30, 2026	iShares Trust, not summed
1.3	BlackRock Equity Dividend Fund Fund S000002243 · Registered fund · Jul 31, 2026 BlackRock Equity Dividend Fund, not summed	4,701,377	0.35%	-4,572,233	Jul 31, 2026	BlackRock Equity Dividend Fund, not summed
1.4	iShares MSCI USA Value Factor ETF Fund S000040205 · Registered fund · Jul 31, 2026 iShares Trust, not summed	2,970,931	0.22%	-2,452,588	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,957,708	0.22%	-98,092	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	86,665,707	6.53%	+316,112	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	72,677,094	5.47%	-1,104,576	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	68,095,481	5.13%	+375,568	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Technology Select Sector SPDR(R) ETF Fund S000006415 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	9,160,042	0.69%	-805,130	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	3,163,947	0.24%	+371,575	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,614,140	0.12%	+49,569	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	491,653	0.04%	0	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	258,066	0.02%	+3,482	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	59,597,678	4.49%	+930,445	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	42,124,488	3.17%	-80,430	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	40,050,764	3.02%	-14,502,121	Jun 30, 2026	carried, not yet filed for the newest quarter
8	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	39,500,289	2.98%	-34,600,654	Jun 30, 2026	carried, not yet filed for the newest quarter
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	36,610,129	2.76%	+695,459	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	34,384,007	2.59%	+614,816	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Elliott Investment Management L.P. 13F CIK 1791786 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,271,985	2.43%	+4,850,250	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	28,749,604	2.17%	+52,315	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	24,612,791	1.85%	+7,531,093	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	828,200	0.06%	+164,391	May 31, 2026	Goldman Sachs ETF Trust, not summed
13.2	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	429,581	0.03%	-4,570	May 31, 2026	Goldman Sachs Trust, not summed
13.3	Goldman Sachs Income Builder Fund Fund S000009342 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	217,944	0.02%	-87,095	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
13.4	Goldman Sachs Equity Income Fund Fund S000009316 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	155,854	0.01%	-1,880	May 31, 2026	Goldman Sachs Trust, not summed
13.5	Goldman Sachs Rising Dividend Growth Fund Fund S000036119 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	138,390	0.01%	-60,520	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	23,917,929	1.80%	+3,559,517	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	5,855	0.00%	+1,736	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
14.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	2,718	0.00%	+219	Jul 31, 2026	E Trade Trust, not summed
14.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,982	0.00%	+344	Jul 31, 2026	E Trade Trust, not summed
14.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	778	0.00%	+221	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
15	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,769,642	1.72%	-5,563,843	Jun 30, 2026	carried, not yet filed for the newest quarter
16	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,023,849	1.58%	-2,302,375	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Columbia Seligman Technology and Information Fund Fund S000031370 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	5,440,505	0.41%	-7,268,095	May 31, 2026	Columbia Funds Series Trust II, not summed
16.2	Columbia Seligman Global Technology Fund Fund S000031372 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	1,720,342	0.13%	-195,378	Jul 31, 2026	Columbia Funds Series Trust II, not summed
16.3	Columbia Dividend Opportunity Fund Fund S000031365 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	580,000	0.04%	-87,900	May 31, 2026	Columbia Funds Series Trust II, not summed
16.4	Columbia Convertible Securities Fund Fund S000010789 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	200,000	0.02%	—	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
16.5	Columbia Variable Portfolio - Seligman Global Technology Fund Fund S000031384 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	194,588	0.01%	-20,481	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
17	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,140,875	1.29%	-88,205	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	VANGUARD PRIMECAP FUND Fund S000002568 · Registered fund · Jun 30, 2026 VANGUARD CHESTER FUNDS, not summed	8,692,612	0.65%	0	Jun 30, 2026	VANGUARD CHESTER FUNDS, not summed
17.2	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	2,458,600	0.19%	0	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
17.3	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	2,205,650	0.17%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
17.4	PRIMECAP Odyssey Stock Fund Fund S000005539 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	1,201,730	0.09%	-600	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
17.5	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	783,600	0.06%	0	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
18	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,531,624	1.25%	-1,371,087	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	4,307,630	0.32%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
18.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,889,106	0.14%	-6,968	Jul 31, 2026	Dimensional ETF Trust, not summed
18.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,250,992	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,228,466	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	868,270	0.07%	+3,384	Jul 31, 2026	Dimensional ETF Trust, not summed
19	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	14,594,435	1.10%	-637,568	Jun 30, 2026	American Balanced Fund, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	14,350,023	1.08%	-929,782	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	393,757	0.03%	+9,065	Jun 30, 2026	Northern Funds, not summed
20.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	61,593	0.00%	0	Jun 30, 2026	Northern Funds, not summed
20.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	39,192	0.00%	+1,924	Jul 31, 2026	FlexShares Trust, not summed
20.4	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	10,890	0.00%	-54	Jul 31, 2026	FlexShares Trust, not summed
20.5	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,380	0.00%	-60	Jul 31, 2026	FlexShares Trust, not summed
21	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	13,088,774	0.99%	+756,972	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	961	0.00%	-125	May 31, 2026	UBS INVESTMENT TRUST, not summed
21.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	386	0.00%	+23	Jun 30, 2026	UBS FUNDS, not summed
22	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,985,974	0.98%	+1,164,888	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	472,200	0.04%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
22.2	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	28,700	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
22.3	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	25,900	0.00%	-8,700	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
22.4	LSV U.S. Managed Volatility Fund Fund S000045798 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	10,900	0.00%	-4,100	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
22.5	LSV Global Managed Volatility Fund Fund S000045799 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	1,700	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
23	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,869,322	0.97%	-1,259,787	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	830,647	0.06%	-692,630	Jun 30, 2026	AQR Funds, not summed
23.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	203,592	0.02%	-7	Jun 30, 2026	AQR Funds, not summed
23.3	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	170,424	0.01%	-79,252	Jun 30, 2026	AQR Funds, not summed
23.4	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	121,894	0.01%	-168,509	Jun 30, 2026	AQR Funds, not summed
23.5	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	71,920	0.01%	0	Jun 30, 2026	AQR Funds, not summed
24	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	12,616,794	0.95%	+324,004	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	11,907,117	0.90%	-707,868	May 31, 2026	VANGUARD WORLD FUND, not summed
26	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	11,366,021	0.86%	-56,520	Jun 30, 2026	carried, not yet filed for the newest quarter
27	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	11,171,700	0.84%	0	Jun 30, 2026	New Perspective Fund, not summed
28	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,403,844	0.78%	-6,144,562	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	4,096,683	0.31%	-3,775,225	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.2	Invesco S&P 500 Equal Weight Technology ETF Fund S000060789 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,642,635	0.12%	-958,427	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.3	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	744,380	0.06%	+167,237	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
28.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	629,098	0.05%	-86,096	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.5	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	616,648	0.05%	+88,892	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,262,842	0.77%	-251,729	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	2,964,900	0.22%	+12,000	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,732,582	0.13%	-68,572	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,413,213	0.11%	+53,628	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	806,168	0.06%	+23,815	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	789,961	0.06%	+24,371	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,174,449	0.77%	-421,138	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,986,573	0.75%	+9,986,573	Jun 30, 2026	carried, not yet filed for the newest quarter
32	JPMorgan Equity Income Fund Fund S000003846 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	9,536,186	0.72%	-13,597,262	Jun 30, 2026	JPMorgan Trust II, not summed
33	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,310,186	0.70%	-2,439,154	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,522,178	0.64%	-115,851	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	8,383,193	0.63%	+8,334,795	Jun 30, 2026	carried, not yet filed for the newest quarter
36	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	8,126,959	0.61%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
37	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	8,046,596	0.61%	-2,102,303	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	DWS CROCI(R) Equity Dividend Fund Fund S000062620 · Registered fund · May 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	646,925	0.05%	-180,375	May 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
37.2	DWS CROCI(R) U.S. Fund Fund S000048744 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	246,188	0.02%	-49,745	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
37.3	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	60,006	0.00%	-57,010	May 29, 2026	DBX ETF Trust, not summed
37.4	DWS CROCI(R) U.S. VIP Fund S000006255 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES II, not summed	49,542	0.00%	-10,689	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES II, not summed
37.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	41,145	0.00%	-1,581	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
38	Slate Path Capital LP 13F CIK 1559706 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,781,642	0.59%	-15,473,200	Jun 30, 2026	carried, not yet filed for the newest quarter
39	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,506,355	0.57%	+3,548,858	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,450,109	0.56%	-29,652	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,377,067	0.56%	-1,676,736	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	1,095,787	0.08%	-24,668	Jul 31, 2026	TIAA-CREF Funds, not summed
41.2	College Retirement Equities Fund - Responsible Balanced Account Fund S000005086 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	928,096	0.07%	-1,293,533	Jun 30, 2026	College Retirement Equities Fund, not summed
41.3	Nuveen ESG Large-Cap Value ETF Fund S000055812 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	889,243	0.07%	+336,651	Jul 31, 2026	NuShares ETF Trust, not summed
41.4	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	740,741	0.06%	-190,776	Jul 31, 2026	TIAA-CREF Funds, not summed
41.5	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	576,195	0.04%	+12,503	Jun 30, 2026	College Retirement Equities Fund, not summed
42	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	7,203,309	0.54%	-284,959	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
43	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,154,025	0.54%	-126,097	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	111,462	0.01%	-3,577	Jul 31, 2026	BNY Mellon ETF Trust, not summed
44	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,074,297	0.53%	+177,391	Jun 30, 2026	carried, not yet filed for the newest quarter
45	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,920,521	0.52%	-505,647	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,875,028	0.52%	+2,604,937	Jun 30, 2026	carried, not yet filed for the newest quarter
47	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,609,276	0.50%	-3,722,718	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Carillon Eagle Growth & Income Fund Fund S000058958 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	86,898	0.01%	-235,848	Jun 30, 2026	Carillon Series Trust, not summed
48	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,237,618	0.47%	+1,788,388	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	17,004,778	1.28%	+213,107	May 31, 2026	Fidelity Concord Street Trust, not summed
48.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	5,018,021	0.38%	+83,344	Jul 31, 2026	Fidelity Salem Street Trust, not summed
48.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	2,511,891	0.19%	+44,499	May 31, 2026	Fidelity Concord Street Trust, not summed
48.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	2,030,365	0.15%	+81,384	May 31, 2026	Fidelity Concord Street Trust, not summed
48.5	Fidelity MSCI Information Technology Index ETF Fund S000042577 · Registered fund · Jul 31, 2026 FIDELITY COVINGTON TRUST, not summed	1,394,343	0.11%	-190,081	Jul 31, 2026	FIDELITY COVINGTON TRUST, not summed
49	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	6,000,000	0.45%	+1,000,000	Jun 30, 2026	American Funds Fundamental Investors, not summed
50	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	5,765,150	0.43%	0	May 31, 2026	Growth Fund of America, not summed

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Key facts CIK 1645590 CUSIP 42824C109 13F (30d) 281 filings 268 filers Visit website Investor relations