HWM · Howmet Aerospace Inc. · Shareholders & Ownership

$193.29 -14.86 (-7.14%) At close · Oct 22

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$77.08B

398.80M

Volume · Oct 22 6.61M Avg daily vol (3M) 3.04M

Every disclosed holder of HWM 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 HWM

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)	1,610	364,180,218	91.32%	Yes
Insiders (Forms 3, 4, 5)	16	4,078,620	1.02%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	30,542,561	7.66%	Rest
Registered funds (N-PORT, not summed)	1,017	159,777,273	40.06%	No

Shares outstanding: 398,801,399, 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 HWM

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	45,819,158	11.49%	-2,144,218	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	5,504,180	1.38%	+347,344	Jun 30, 2026	iShares Trust, not summed
1.2	iShares U.S. Aerospace & Defense ETF Fund S000009423 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,416,042	0.61%	-219,814	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,520,325	0.38%	-96,574	Jun 30, 2026	iShares Trust, not summed
1.4	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,363,215	0.34%	—	Jul 31, 2026	iShares Trust, not summed
1.5	BlackRock Mid-Cap Growth Equity Portfolio Fund S000001505 · Registered fund · May 29, 2026 BlackRock Funds, not summed	1,021,411	0.26%	-107,132	May 29, 2026	BlackRock Funds, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	26,136,434	6.55%	+79,684	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	18,933,928	4.75%	+612,866	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,358,414	0.59%	+109,253	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	953,952	0.24%	+111,628	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF Fund S000012318 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	667,405	0.17%	-93,826	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	597,245	0.15%	+21,362	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	154,186	0.04%	+5,600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	18,561,518	4.65%	-2,426,263	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	JPMORGAN CHASE & CO 13G CIK 19617 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	18,118,656	4.54%	-2,656,562	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,548,273	4.65%	+12,985	Jun 30, 2026	carried, not yet filed for the newest quarter
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	15,412,294	3.86%	-363,843	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	5,130,838	1.29%	+14,096	May 31, 2026	Fidelity Concord Street Trust, not summed
6.2	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	1,877,399	0.47%	-42,141	Jun 30, 2026	Fidelity Contrafund, not summed
6.3	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,196,181	0.30%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
6.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,149,089	0.29%	+131,368	May 31, 2026	Fidelity Rutland Square Trust II, not summed
6.5	Fidelity Growth Strategies Fund Fund S000007118 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	859,983	0.22%	-10,700	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
7	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,504,420	3.39%	-1,924,569	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	T. Rowe Price Growth Stock Fund, Inc. Fund S000002087 · Registered fund · Jun 30, 2026 T. ROWE PRICE GROWTH STOCK FUND, INC., not summed	1,611,294	0.40%	-119,896	Jun 30, 2026	T. ROWE PRICE GROWTH STOCK FUND, INC., not summed
7.2	T. Rowe Price Large-Cap Growth Fund Fund S000002095 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	1,146,652	0.29%	-216,944	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
7.3	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	1,097,147	0.28%	-119,929	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
7.4	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	248,000	0.06%	-1,950	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
7.5	T. Rowe Price Global Stock Fund Fund S000001497 · Registered fund · Jul 31, 2026 T. ROWE PRICE INTERNATIONAL FUNDS, INC., not summed	204,774	0.05%	-24,600	Jul 31, 2026	T. ROWE PRICE INTERNATIONAL FUNDS, INC., not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	12,701,270	3.18%	-29,768	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,368,307	2.60%	+180,799	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,290,881	2.58%	-437,566	Jun 30, 2026	carried, not yet filed for the newest quarter
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,509,195	2.38%	-2,071,706	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	8,669,539	2.17%	+10,775	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	7,895,313	1.98%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,680,827	1.93%	-74,818	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Janus Henderson VIT Balanced Portfolio Fund S000010394 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	210,346	0.05%	-11,610	Jun 30, 2026	Janus Aspen Series, not summed
14.2	Janus Henderson VIT Forty Portfolio Fund S000010406 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	127,866	0.03%	0	Jun 30, 2026	Janus Aspen Series, not summed
14.3	Janus Henderson VIT Global Research Portfolio Fund S000010402 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	36,498	0.01%	-1,036	Jun 30, 2026	Janus Aspen Series, not summed
14.4	Janus Henderson VIT Research Portfolio Fund S000010395 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	29,273	0.01%	-1,404	Jun 30, 2026	Janus Aspen Series, not summed
14.5	Janus Henderson Transformational Growth ETF Fund S000089963 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	5,471	0.00%	-2,340	Jul 31, 2026	Janus Detroit Street Trust, not summed
15	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,851,793	1.72%	-576,154	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Invesco American Franchise Fund Fund S000027822 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	1,652,042	0.41%	+268,978	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
15.2	Invesco Aerospace & Defense ETF Fund S000003039 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,310,034	0.33%	-71,212	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.3	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	747,116	0.19%	+77,005	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.4	Invesco Discovery Large Cap Fund Fund S000064617 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	463,227	0.12%	0	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
15.5	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	424,024	0.11%	-59,146	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,100,788	1.53%	+169,263	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,204	0.00%	-34	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
16.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	795	0.00%	+51	Jul 31, 2026	E Trade Trust, not summed
16.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	623	0.00%	+141	Jul 31, 2026	E Trade Trust, not summed
16.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	160	0.00%	-7	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
17	KENSICO CAPITAL MANAGEMENT CORP 13F CIK 1113000 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,083,600	1.27%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,040,049	1.26%	-42,667	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	College Retirement Equities Fund - Growth Account Fund S000005082 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	2,228,647	0.56%	+31,682	Jun 30, 2026	College Retirement Equities Fund, not summed
18.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	904,740	0.23%	-237,676	Jun 30, 2026	College Retirement Equities Fund, not summed
18.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	330,652	0.08%	-5,776	Jul 31, 2026	TIAA-CREF Funds, not summed
18.4	Nuveen Large Cap Growth Fund Fund S000012197 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	262,394	0.07%	-20,772	Jul 31, 2026	TIAA-CREF Funds, not summed
18.5	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	224,033	0.06%	-17,905	Jul 31, 2026	TIAA-CREF Funds, not summed
19	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,971,798	1.25%	-2,652,902	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	2,108,266	0.53%	-194,633	May 31, 2026	MFS Series Trust IV, not summed
19.2	MFS Growth Fund Fund S000002419 · Registered fund · May 31, 2026 MFS Series Trust II, not summed	1,897,166	0.48%	-603,102	May 31, 2026	MFS Series Trust II, not summed
19.3	Massachusetts Investors Trust Fund S000000696 · Registered fund · Jun 30, 2026 MASSACHUSETTS INVESTORS TRUST, not summed	260,386	0.07%	-76,163	Jun 30, 2026	MASSACHUSETTS INVESTORS TRUST, not summed
19.4	MFS Research Fund Fund S000002438 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	211,107	0.05%	-13,447	Jun 30, 2026	MFS Series Trust V, not summed
19.5	MFS Growth Series Fund S000002673 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	101,352	0.03%	-27,634	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
20	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,395,954	1.10%	-35,513	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,090,475	1.03%	+85,153	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	33,586	0.01%	+36	Jul 31, 2026	BNY Mellon ETF Trust, not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,741,760	0.94%	+25,784	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	118,880	0.03%	-390	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	8,908	0.00%	+438	Jul 31, 2026	FlexShares Trust, not summed
22.3	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,030	0.00%	+287	Jun 30, 2026	Northern Funds, not summed
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,539,035	0.89%	+223,473	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs Mid Cap Growth Fund Fund S000009321 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	152,079	0.04%	-5,508	May 31, 2026	Goldman Sachs Trust, not summed
23.2	Goldman Sachs Large Cap Growth Insights Fund Fund S000009328 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	80,576	0.02%	-11,741	Jul 31, 2026	Goldman Sachs Trust, not summed
23.3	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	68,392	0.02%	-18,857	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.4	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	41,553	0.01%	+3,393	Jul 31, 2026	Goldman Sachs Trust, not summed
23.5	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	29,709	0.01%	+6,126	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
24	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,285,142	0.82%	-313,928	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Ultra Fund Fund S000006195 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	1,104,000	0.28%	+176,000	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
24.2	Heritage Fund Fund S000006206 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	503,231	0.13%	-382,316	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
24.3	Focused Global Growth Fund Fund S000006603 · Registered fund · May 31, 2026 American Century World Mutual Funds, Inc., not summed	54,680	0.01%	-14,900	May 31, 2026	American Century World Mutual Funds, Inc., not summed
25	PLANT JOHN C Insider CIK 1136562 · Feb 17, 2026 Director, issuer-wide	3,259,097	0.82%	+22,323	Feb 17, 2026	Director, issuer-wide
26	Janus Henderson Forty Fund Fund S000025893 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	3,169,674	0.79%	0	Jun 30, 2026	Janus Investment Fund, not summed
27	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	3,074,688	0.77%	+232,619	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	254	0.00%	-51	May 31, 2026	UBS INVESTMENT TRUST, not summed
27.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	100	0.00%	+7	Jun 30, 2026	UBS FUNDS, not summed
28	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,065,290	0.77%	+15,702	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,819,959	0.71%	+1,802,267	Jun 30, 2026	carried, not yet filed for the newest quarter
30	JPMorgan Equity Premium Income ETF Fund S000068402 · Registered fund · Jun 30, 2026 J.P. Morgan Exchange-Traded Fund Trust, not summed	2,800,317	0.70%	-232,630	Jun 30, 2026	J.P. Morgan Exchange-Traded Fund Trust, not summed
31	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,706,771	0.68%	+1,453,930	Jun 30, 2026	carried, not yet filed for the newest quarter
32	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,682,736	0.67%	+112,111	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	CTIVP - Westfield Select Large Cap Growth Fund Fund S000028688 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	209,940	0.05%	-52,350	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
32.2	Multi-Manager Large Cap Growth Strategies Fund Fund S000091548 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	145,017	0.04%	+57,273	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
32.3	Columbia Select Global Equity Fund Fund S000030660 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	127,819	0.03%	0	Jul 31, 2026	Columbia Funds Series Trust II, not summed
32.4	Columbia Variable Portfolio - Select Mid Cap Growth Fund Fund S000019846 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	61,241	0.02%	-3,526	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
32.5	Variable Portfolio - Partners Core Equity Fund Fund S000019859 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	53,247	0.01%	+426	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
33	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,440,644	0.61%	-159,815	Jun 30, 2026	carried, not yet filed for the newest quarter
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,402,889	0.60%	-69,931	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	894,495	0.22%	+5,172	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	425,020	0.11%	+11,183	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	242,687	0.06%	+6,226	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	237,129	0.06%	+2,909	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	202,067	0.05%	-9,932	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,298,770	0.58%	-14,604	Jun 30, 2026	carried, not yet filed for the newest quarter
36	AMCAP Fund Fund S000008817 · Registered fund · May 31, 2026 AMCAP Fund, not summed	2,271,452	0.57%	-171,919	May 31, 2026	AMCAP Fund, not summed
37	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	2,172,070	0.54%	-88,591	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
38	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,160,941	0.54%	-70,254	Jun 30, 2026	carried, not yet filed for the newest quarter
39	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,015,152	0.51%	+448,814	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	DWS Core Equity Fund Fund S000005706 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	118,866	0.03%	-2,426	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
39.2	DWS Enhanced Core Equity Fund Fund S000062621 · Registered fund · May 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	16,531	0.00%	-211	May 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
39.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	12,409	0.00%	-505	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
39.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	12,081	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
39.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	5,492	0.00%	-47	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
40	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,983,947	0.50%	-233,891	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Nomura Core Equity Fund Fund S000006288 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	502,143	0.13%	-9,026	Jun 30, 2026	IVY FUNDS, not summed
40.2	Nomura Science and Technology Fund Fund S000006285 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	465,218	0.12%	-150,846	Jun 30, 2026	IVY FUNDS, not summed
40.3	Nomura Mid Cap Growth Fund Fund S000006293 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	217,842	0.05%	-65,793	Jun 30, 2026	IVY FUNDS, not summed
40.4	Nomura Balanced Fund Fund S000024823 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	157,747	0.04%	-6,301	Jun 30, 2026	IVY FUNDS, not summed
40.5	Optimum Large Cap Growth Fund Fund S000002422 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	122,252	0.03%	+42,160	Jun 30, 2026	Optimum Fund Trust, not summed
41	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,955,671	0.49%	+655,045	Jun 30, 2026	carried, not yet filed for the newest quarter
42	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,924,201	0.48%	-241,072	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Old Westbury Large Cap Strategies Fund Fund S000001858 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	486,341	0.12%	0	Jul 31, 2026	Old Westbury Funds Inc, not summed
42.2	Old Westbury All Cap Core Fund Fund S000001859 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	134,029	0.03%	-27,957	Jul 31, 2026	Old Westbury Funds Inc, not summed
42.3	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	24,788	0.01%	-2,338	Jul 31, 2026	Old Westbury Funds Inc, not summed
43	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,921,476	0.48%	-368,221	Jun 30, 2026	carried, not yet filed for the newest quarter
44	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,903,794	0.48%	+131,889	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	1,712,558	0.43%	+109,735	May 31, 2026	GLOBAL X FUNDS, not summed
44.2	Global X S&P 500 Covered Call ETF Fund S000063353 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	19,622	0.00%	-858	Jul 31, 2026	GLOBAL X FUNDS, not summed
44.3	Global X S&P 500 Catholic Values ETF Fund S000050646 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	10,271	0.00%	+219	Jul 31, 2026	GLOBAL X FUNDS, not summed
44.4	Global X Guru Index ETF Fund S000037879 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	2,596	0.00%	+34	Jul 31, 2026	GLOBAL X FUNDS, not summed
44.5	Global X Adaptive U.S. Risk Management ETF Fund S000070582 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	882	0.00%	-59	May 31, 2026	GLOBAL X FUNDS, not summed
45	TD Asset Management Inc 13F CIK 1056053 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,831,417	0.46%	-306,747	Jun 30, 2026	carried, not yet filed for the newest quarter
46	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,691,498	0.42%	-566,011	Jun 30, 2026	carried, not yet filed for the newest quarter
47	JPMorgan U.S. Equity Fund Fund S000001447 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	1,607,185	0.40%	-47,080	Jun 30, 2026	JPMorgan Trust I, not summed
48	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,454,121	0.36%	-401,082	Jun 30, 2026	carried, not yet filed for the newest quarter
49	CIBC Bancorp USA Inc. 13F CIK 1711924 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,441,922	0.36%	-401,361	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Winslow Capital Management, LLC 13F CIK 900973 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,412,714	0.35%	-73,867	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 4281 CUSIP 443201108 13F (30d) 376 filings 354 filers Visit website Investor relations