HUBB · Hubbell Inc · Shareholders & Ownership

$435.81 +1.53 (+0.35%) Q3 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$22.95B

52.84M

Volume · Oct 28 604.47K Avg daily vol (3M) 552.12K

Every disclosed holder of HUBB 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 HUBB

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)	1,014	50,962,877	96.46%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,872,158	3.54%	Rest
Registered funds (N-PORT, not summed)	749	20,697,799	39.17%	No

Shares outstanding: 52,835,035, 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 HUBB

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	4,694,163	8.88%	+256,858	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	727,240	1.38%	+43,511	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	218,007	0.41%	+13,372	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	118,052	0.22%	-4,548	Jun 30, 2026	iShares Trust, not summed
1.4	BlackRock Mid-Cap Growth Equity Portfolio Fund S000001505 · Registered fund · Aug 31, 2026 BlackRock Funds, not summed	92,485	0.18%	-12,810	Aug 31, 2026	BlackRock Funds, not summed
1.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	86,874	0.16%	-4,854	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	3,452,915	6.54%	-5,321	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	2,677,321	5.07%	-1,255	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	2,386,602	4.52%	+72,539	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	311,455	0.59%	+13,257	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	126,160	0.24%	+14,010	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	64,299	0.12%	+1,747	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	20,900	0.04%	+2,600	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	10,949	0.02%	+120	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,677,736	3.18%	-13,052	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,546,097	2.93%	+8,500	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	MFS Massachusetts Investors Growth Stock Fund Fund S000000695 · Registered fund · Aug 31, 2026 MFS Massachusetts Investors Growth Stock Fund, not summed	378,849	0.72%	-39,200	Aug 31, 2026	MFS Massachusetts Investors Growth Stock Fund, not summed
6.2	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	243,841	0.46%	+29,166	Jun 30, 2026	MFS SERIES TRUST XI, not summed
6.3	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · Aug 31, 2026 MFS Series Trust IV, not summed	237,942	0.45%	0	Aug 31, 2026	MFS Series Trust IV, not summed
6.4	Massachusetts Investors Trust Fund S000000696 · Registered fund · Jun 30, 2026 MASSACHUSETTS INVESTORS TRUST, not summed	126,186	0.24%	+10,457	Jun 30, 2026	MASSACHUSETTS INVESTORS TRUST, not summed
6.5	MFS Massachusetts Investors Growth Stock Portfolio Fund S000002639 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST II, not summed	39,513	0.07%	-1,460	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST II, not summed
7	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,496,831	2.83%	-561,541	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	BNY Mellon Dynamic Value ETF Fund S000087738 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust II, not summed	21,433	0.04%	-5,221	Jul 31, 2026	BNY Mellon ETF Trust II, not summed
7.2	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,467	0.01%	+4	Jul 31, 2026	BNY Mellon ETF Trust, not summed
7.3	BNY Mellon Women's Opportunities ETF Fund S000080184 · Registered fund · Aug 29, 2025 BNY Mellon ETF Trust, not summed	415	0.00%	0	Aug 29, 2025	BNY Mellon ETF Trust, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,418,350	2.68%	+10,092	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,369,876	2.59%	+18,173	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,166,004	2.21%	+29,483	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	DWS Core Equity Fund Fund S000005706 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	51,496	0.10%	-1,051	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
10.2	DWS CROCI(R) U.S. Fund Fund S000048744 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	4,781	0.01%	—	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
10.3	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	3,811	0.01%	+150	Aug 31, 2026	DBX ETF Trust, not summed
10.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	3,393	0.01%	+199	Aug 31, 2026	DBX ETF Trust, not summed
10.5	DWS Global Macro Fund Fund S000031160 · Registered fund · Jul 31, 2026 DEUTSCHE DWS INTERNATIONAL FUND, INC., not summed	2,220	0.00%	0	Jul 31, 2026	DEUTSCHE DWS INTERNATIONAL FUND, INC., not summed
11	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,103,899	2.09%	+63,833	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,050,622	1.99%	-169,305	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	398,508	0.75%	+45,246	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12.2	Invesco Main Street Fund Fund S000064632 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	211,606	0.40%	+7,866	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
12.3	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	70,601	0.13%	+1,312	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
12.4	Invesco S&P 500 Equal Weight Industrials ETF Fund S000060815 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	27,660	0.05%	+1,768	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12.5	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	27,598	0.05%	-2,147	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
13	PARNASSUS INVESTMENTS, LLC 13F CIK 948669 · Registered investment adviser · Sep 30, 2026	1,049,681	1.99%	-22,889	Sep 30, 2026
13.1	Parnassus Core Equity Fund Fund S000000856 · Registered fund · Jun 30, 2026 Parnassus Funds II, not summed	731,369	1.38%	—	Jun 30, 2026	Parnassus Funds II, not summed
13.2	Parnassus Mid Cap Fund Fund S000000853 · Registered fund · Jun 30, 2026 Parnassus Funds, not summed	151,276	0.29%	-4,728	Jun 30, 2026	Parnassus Funds, not summed
13.3	Parnassus Mid Cap Growth Fund Fund S000000852 · Registered fund · Jun 30, 2026 Parnassus Funds, not summed	46,737	0.09%	+1,522	Jun 30, 2026	Parnassus Funds, not summed
13.4	Parnassus Core Select ETF Fund S000089216 · Registered fund · Jun 30, 2026 Parnassus Funds II, not summed	9,116	0.02%	—	Jun 30, 2026	Parnassus Funds II, not summed
14	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	901,095	1.71%	+186,808	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	58,109	0.11%	-11,218	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
14.2	First Trust Large Cap Growth AlphaDEX Fund Fund S000017341 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	14,351	0.03%	+2,335	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
14.3	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	5,387	0.01%	-2,123	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
14.4	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	4,025	0.01%	+202	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
14.5	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	3,177	0.01%	+141	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
15	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	835,260	1.58%	+460,923	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	779,296	1.48%	+69,268	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	550,000	1.04%	+45,000	Jun 30, 2026	Victory Portfolios, not summed
16.2	Victory Global Energy Transition Fund Fund S000053568 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	22,497	0.04%	+11,867	Jun 30, 2026	Victory Portfolios, not summed
16.3	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	12,340	0.02%	-175	Jul 31, 2026	Victory Portfolios III, not summed
16.4	VictoryShares Dividend Accelerator ETF Fund S000056886 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	3,372	0.01%	—	Jun 30, 2026	Victory Portfolios II, not summed
16.5	VictoryShares US 500 Volatility Wtd ETF Fund S000044749 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	2,214	0.00%	-99	Jun 30, 2026	Victory Portfolios II, not summed
17	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	774,076	1.47%	-1,317,881	Jun 30, 2026	carried, not yet filed for the newest quarter
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	722,456	1.37%	-206,048	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	185	0.00%	+8	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
18.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	106	0.00%	+21	Jul 31, 2026	E Trade Trust, not summed
18.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	91	0.00%	+15	Jul 31, 2026	E Trade Trust, not summed
18.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	24	0.00%	0	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
19	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	640,449	1.21%	-339,400	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	639,096	1.21%	+51,334	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	15,926	0.03%	0	Jun 30, 2026	Northern Funds, not summed
20.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,484	0.00%	+9	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	1,106	0.00%	-35	Jul 31, 2026	FlexShares Trust, not summed
20.4	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	921	0.00%	-585	Jun 30, 2026	Northern Funds, not summed
20.5	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	440	0.00%	-16	Jul 31, 2026	FlexShares Trust, not summed
21	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	605,783	1.15%	-7,081	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund Fund S000026919 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund II, not summed	602,271	1.14%	+155,784	Jun 30, 2026	First Trust Exchange-Traded Fund II, not summed
23	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	572,488	1.08%	-1,555	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	Mirova US LLC 13F CIK 1802900 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	561,819	1.06%	-14,092	Jun 30, 2026	carried, not yet filed for the newest quarter
25	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	538,257	1.02%	+25,614	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	95,757	0.18%	+9,284	Jul 31, 2026	Dimensional ETF Trust, not summed
25.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	63,682	0.12%	+1,207	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
25.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	62,586	0.12%	+8,864	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
25.4	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	52,005	0.10%	+6,407	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
25.5	U.S. Sustainability Core 1 Portfolio Fund S000020422 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	17,212	0.03%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	518,935	0.98%	+42,899	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	21,962	0.04%	-1,048	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
26.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	8,091	0.02%	+1,194	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
26.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	4,840	0.01%	+1,084	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
26.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	3,804	0.01%	0	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
26.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	1,786	0.00%	-35	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
27	THE HARTFORD DIVIDEND AND GROWTH FUND Fund S000003610 · Registered fund · Jul 31, 2026 HARTFORD MUTUAL FUNDS, INC, not summed	504,649	0.96%	-110,984	Jul 31, 2026	HARTFORD MUTUAL FUNDS, INC, not summed
28	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	486,855	0.92%	-195,906	Jun 30, 2026	carried, not yet filed for the newest quarter
29	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	454,566	0.86%	+32,476	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	389,837	0.74%	+25,230	May 31, 2026	GLOBAL X FUNDS, not summed
29.2	Global X U.S. Electrification ETF Fund S000089023 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	25,336	0.05%	+792	Jul 31, 2026	GLOBAL X FUNDS, not summed
29.3	Global X S&P 500 Covered Call ETF Fund S000063353 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	2,920	0.01%	0	Jul 31, 2026	GLOBAL X FUNDS, not summed
29.4	Global X S&P 500 Catholic Values ETF Fund S000050646 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	1,366	0.00%	+32	Jul 31, 2026	GLOBAL X FUNDS, not summed
29.5	Global X Adaptive U.S. Risk Management ETF Fund S000070582 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	122	0.00%	-5	May 31, 2026	GLOBAL X FUNDS, not summed
30	Troy Asset Management Ltd 13F CIK 1601407 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	438,244	0.83%	-115,737	Jun 30, 2026	carried, not yet filed for the newest quarter
31	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	416,190	0.79%	+131,587	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	413,980	0.78%	-13,048	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	127,002	0.24%	-3,401	Jun 30, 2026	College Retirement Equities Fund, not summed
32.2	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	54,819	0.10%	-304	Jul 31, 2026	TIAA-CREF Funds, not summed
32.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	44,895	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
32.4	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	23,793	0.05%	-4,870	Jun 30, 2026	College Retirement Equities Fund, not summed
32.5	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	23,572	0.04%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
33	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	396,222	0.75%	+48,348	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	30	0.00%	-18	May 31, 2026	UBS INVESTMENT TRUST, not summed
33.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	15	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
34	BAHL & GAYNOR INC 13F CIK 872259 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	394,813	0.75%	+138,248	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Bahl & Gaynor Small/Mid Cap Income Growth ETF Fund S000072560 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	111,569	0.21%	+4,724	Jun 30, 2026	ETF Series Solutions, not summed
34.2	Bahl & Gaynor Dividend ETF Fund S000089194 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	30,780	0.06%	+11,972	Jun 30, 2026	ETF Series Solutions, not summed
35	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	391,663	0.74%	+70,590	Jun 30, 2026	carried, not yet filed for the newest quarter
36	ROYAL LONDON ASSET MANAGEMENT LTD 13F CIK 863748 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	380,948	0.72%	+78,357	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	343,460	0.65%	+336,584	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	343,347	0.65%	-114,718	Jun 30, 2026	carried, not yet filed for the newest quarter
39	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	335,232	0.63%	-758	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	118,277	0.22%	-99	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	56,179	0.11%	-401	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	32,074	0.06%	+866	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	31,753	0.06%	+443	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	26,156	0.05%	-772	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	327,243	0.62%	+7,979	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	CTIVP - Wellington Large Cap Value Fund Fund S000028692 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	29,535	0.06%	-5,974	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
40.2	CTIVP - Victory Sycamore Established Value Fund Fund S000019850 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	14,900	0.03%	+1,900	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
40.3	Columbia Large Cap Index Fund Fund S000010825 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	2,492	0.00%	-196	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
40.4	Columbia Variable Portfolio - Large Cap Index Fund Fund S000019848 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	2,131	0.00%	-71	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
40.5	Multi-Manager Directional Alternative Strategies Fund Fund S000055250 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	1,732	0.00%	-1	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
41	PNC FINANCIAL SERVICES GROUP, INC. 13F CIK 713676 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	318,759	0.60%	+1,781	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	316,270	0.60%	-11,699	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	298,981	0.57%	+523	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
44	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	297,908	0.56%	-193,058	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	93,708	0.18%	-100,013	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
44.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	32,481	0.06%	-1,048	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
44.3	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	19,191	0.04%	-3,059	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
44.4	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	16,755	0.03%	+5,665	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
44.5	T. Rowe Price Tax-Efficient Equity Fund Fund S000002160 · Registered fund · May 31, 2026 T. ROWE PRICE TAX-EFFICIENT FUNDS, INC., not summed	7,900	0.02%	0	May 31, 2026	T. ROWE PRICE TAX-EFFICIENT FUNDS, INC., not summed
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	296,816	0.56%	-2,385	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	286,842	0.54%	-12,675	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
47	UNITED BANK 13F CIK 1286478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	285,888	0.54%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	273,366	0.52%	-921	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	685,937	1.30%	+5,619	Aug 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	200,701	0.38%	+2,537	Jul 31, 2026	Fidelity Salem Street Trust, not summed
48.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	100,815	0.19%	+301	Aug 31, 2026	Fidelity Concord Street Trust, not summed
48.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	82,426	0.16%	+1,322	Aug 31, 2026	Fidelity Concord Street Trust, not summed
48.5	Fidelity Series Large Cap Stock Fund Fund S000039214 · Registered fund · Jun 30, 2026 Fidelity Hastings Street Trust, not summed	56,014	0.11%	0	Jun 30, 2026	Fidelity Hastings Street Trust, not summed
49	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	272,459	0.52%	-6,976	Jun 30, 2026	carried, not yet filed for the newest quarter
50	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	255,204	0.48%	+97,209	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Carillon Scout Mid Cap Fund Fund S000058963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	56,706	0.11%	+673	Jun 30, 2026	Carillon Series Trust, not summed

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

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Key facts CIK 48898 CUSIP 443510607 13F (30d) 287 filings 271 filers Visit website Investor relations