IT · Gartner Inc · Shareholders & Ownership

$218.22 +10.50 (+5.05%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$13.12B

63.15M

Volume · Oct 20 680.55K Avg daily vol (3M) 1.19M

Every disclosed holder of IT 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 IT

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	666	74,901,424	118.61%	Yes
Insiders (Forms 3, 4, 5)	28	2,239,704	3.55%	Yes
13D/G-only blocks	2	15,682,523	24.83%	Yes
Remaining	—	29,674,675	-46.99%	Negative
Registered funds (N-PORT, not summed)	581	31,811,664	50.38%	No

Shares outstanding: 63,148,976, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 IT

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	VANGUARD GROUP INC 13G CIK 102909 · Registered investment adviser · Jun 30, 2025 Rule 13d-1(b), qualified institution	9,571,887	15.16%	+658,309	Jun 30, 2025	Rule 13d-1(b), qualified institution
2	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,601,009	12.04%	+1,683,393	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Baron Partners Fund Fund S000000588 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	3,679,506	5.83%	+1,307,006	Jun 30, 2026	BARON SELECT FUNDS, not summed
2.2	Baron Focused Growth Fund Fund S000022521 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	1,152,681	1.83%	+434,834	Jun 30, 2026	BARON SELECT FUNDS, not summed
2.3	Baron Generational Growth Fund Fund S000000583 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	992,944	1.57%	-67,056	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
2.4	BARON ASSET FUND Fund S000000582 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	525,973	0.83%	-50,000	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
2.5	BARON SMALL CAP FUND Fund S000000584 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	250,000	0.40%	-125,000	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
3	BlackRock Inc. 13G CIK 1364742 · Holding company · Dec 31, 2023 Rule 13d-1(b), qualified institution	6,110,636	9.68%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
4	Independent Franchise Partners LLP 13F CIK 1483866 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,582,962	8.84%	+982,191	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Independent Franchise Partners LLP 13G CIK 1483866 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,582,962	8.84%	+982,191	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Independent Franchise Partners US Equity Fund Fund S000032964 · Registered fund · Jun 30, 2026 Advisers Investment Trust, not summed	302,955	0.48%	+9,189	Jun 30, 2026	Advisers Investment Trust, not summed
5	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,217,146	8.26%	-1,667,355	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,994,459	7.91%	-2,292,502	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	921,058	1.46%	+15,087	Jun 30, 2026	iShares Trust, not summed
5.3	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	385,356	0.61%	-85,549	Jun 30, 2026	iShares Trust, not summed
5.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	267,880	0.42%	+549	Jun 30, 2026	iShares Trust, not summed
5.5	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	249,119	0.39%	-33,444	Jun 30, 2026	iShares Trust, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,266,702	6.76%	-201,433	Jun 30, 2026	carried, not yet filed for the newest quarter
7	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,175,036	6.61%	+607,773	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,175,036	6.61%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	210,365	0.33%	-110,187	Jun 30, 2026	AQR Funds, not summed
7.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	129,543	0.21%	-34,775	Jun 30, 2026	AQR Funds, not summed
7.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	38,073	0.06%	-2,365	Jun 30, 2026	AQR Funds, not summed
7.5	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	35,027	0.06%	—	Jun 30, 2026	AQR Funds, not summed
8	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,521,381	5.58%	-172,576	Jun 30, 2026	carried, not yet filed for the newest quarter
9	HARRIS ASSOCIATES L P 13F CIK 813917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,846,799	4.51%	-288,975	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Oakmark Select Fund Fund S000002759 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	1,394,000	2.21%	+163,000	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
9.2	Oakmark Equity and Income Fund Fund S000002760 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	379,000	0.60%	0	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
9.3	Oakmark Global Fund Fund S000002761 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	73,700	0.12%	-17,700	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,808,781	4.45%	-457,998	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	State Street(R) Technology Select Sector SPDR(R) ETF Fund S000006415 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	462,207	0.73%	-66,114	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
10.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	160,057	0.25%	+11,800	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	81,448	0.13%	-2,966	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	27,200	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.5	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	18,963	0.03%	+600	Jun 30, 2026	SPDR SERIES TRUST, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,603,296	4.12%	+390,316	Jun 30, 2026	carried, not yet filed for the newest quarter
12	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,129,702	3.37%	+1,002,557	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,061,112	3.26%	+40,011	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,202,974	1.91%	+150,605	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.2	Invesco S&P 500 Equal Weight Technology ETF Fund S000060789 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	482,326	0.76%	+134,798	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.3	Invesco S&P 500 Quality ETF Fund S000003049 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	112,376	0.18%	-40,030	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	83,824	0.13%	+26,084	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
13.5	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	64,863	0.10%	+9,667	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,044,435	3.24%	+353,907	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,019,646	3.20%	-107,375	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,867,660	2.96%	-510,018	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	236	0.00%	-9	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
16.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	109	0.00%	+1	Jul 31, 2026	E Trade Trust, not summed
16.3	Permanence Portfolio Fund S000068163 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	58	0.00%	-5	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
16.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	31	0.00%	-2	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,758,739	2.79%	-15,884	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs Large Cap Growth Insights Fund Fund S000009328 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	64,449	0.10%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
17.2	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	26,737	0.04%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
17.3	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	8,663	0.01%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
17.4	Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Fund S000009352 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	4,892	0.01%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
17.5	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	4,890	0.01%	+3,524	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
18	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,733,129	2.74%	-56,857	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,458,884	2.31%	-84,357	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	HALL EUGENE A Insider CIK 1198849 · Aug 31, 2026 Director, Chairman and CEO, issuer-wide	1,188,228	1.88%	+31	Aug 31, 2026	Director, Chairman and CEO, issuer-wide
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	924,026	1.46%	-58,680	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	912,328	1.44%	+3,182	May 31, 2026	VANGUARD WORLD FUND, not summed
23	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	907,735	1.44%	+133,964	Jun 30, 2026	carried, not yet filed for the newest quarter
24	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	854,653	1.35%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Federated Hermes MDT Mid Cap Growth Fund Fund S000009733 · Registered fund · Jul 31, 2026 Federated Hermes Equity Funds, not summed	829,834	1.31%	+81,087	Jul 31, 2026	Federated Hermes Equity Funds, not summed
26	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	804,821	1.27%	+558,970	Jun 30, 2026	carried, not yet filed for the newest quarter
27	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	673,933	1.07%	+198,503	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	657,780	1.04%	-213,357	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	19,494	0.03%	+999	Jun 30, 2026	Northern Funds, not summed
28.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	13,746	0.02%	+12,514	Jul 31, 2026	FlexShares Trust, not summed
28.3	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,240	0.00%	+560	Jul 31, 2026	FlexShares Trust, not summed
29	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	596,327	0.94%	+594,690	Jun 30, 2026	carried, not yet filed for the newest quarter
30	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	590,275	0.93%	+516,510	Jun 30, 2026	carried, not yet filed for the newest quarter
31	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	585,573	0.93%	+577,933	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Madison Asset Management, LLC 13F CIK 1299351 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	574,609	0.91%	-38,648	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Madison Mid Cap Fund Fund S000020651 · Registered fund · Jul 31, 2026 MADISON FUNDS, not summed	209,769	0.33%	-27,693	Jul 31, 2026	MADISON FUNDS, not summed
32.2	Madison Large Cap Fund Fund S000040131 · Registered fund · Jul 31, 2026 MADISON FUNDS, not summed	30,208	0.05%	-2,495	Jul 31, 2026	MADISON FUNDS, not summed
32.3	Large Cap Growth Fund Fund S000019982 · Registered fund · Jun 30, 2026 ULTRA SERIES FUND, not summed	15,766	0.03%	-1,222	Jun 30, 2026	ULTRA SERIES FUND, not summed
32.4	Mid Cap Fund Fund S000019983 · Registered fund · Jun 30, 2026 ULTRA SERIES FUND, not summed	12,571	0.02%	-1,151	Jun 30, 2026	ULTRA SERIES FUND, not summed
33	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	534,069	0.85%	+228,980	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Black Creek Investment Management Inc. 13F CIK 1528593 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	532,034	0.84%	-104,728	Jun 30, 2026	carried, not yet filed for the newest quarter
35	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	510,785	0.81%	-261,269	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	52	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
35.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	19	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
36	SMITH JAMES C Insider CIK 1183693 · Nov 26, 2024 Director, issuer-wide	509,457	0.81%	-5,000	Nov 26, 2024	Director, issuer-wide
37	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	504,967	0.80%	-370,804	Jun 30, 2026	carried, not yet filed for the newest quarter
38	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	486,188	0.77%	+2,809	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	150,858	0.24%	-4,523	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	73,449	0.12%	-498	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	42,727	0.07%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	40,978	0.06%	-1,348	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	35,407	0.06%	-2,368	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	448,404	0.71%	-36,529	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	59,236	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
39.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	48,111	0.08%	-11,910	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
39.3	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	45,358	0.07%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
39.4	U.S. High Relative Profitability Portfolio Fund S000057237 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	41,213	0.07%	-9,455	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
39.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	28,835	0.05%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
40	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	440,492	0.70%	-39,759	Jun 30, 2026	carried, not yet filed for the newest quarter
41	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	440,241	0.70%	-583,052	Jun 30, 2026	carried, not yet filed for the newest quarter
42	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	409,564	0.65%	+98,157	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	395,477	0.63%	-28,197	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	11,770	0.02%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	381,635	0.60%	-21,983	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	363,985	0.58%	-32,321	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
46	DIAMOND HILL CAPITAL MANAGEMENT INC 13F CIK 1217541 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	360,635	0.57%	+173,930	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	DIAMOND HILL LONG SHORT FUND Fund S000003156 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	360,635	0.57%	+173,930	Jun 30, 2026	Diamond Hill Funds, not summed
47	DISCIPLINED GROWTH INVESTORS INC /MN 13F CIK 1050442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	344,687	0.55%	+5,794	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	The Disciplined Growth Investors Fund Fund S000093392 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	36,485	0.06%	0	Jul 31, 2026	Elevation Series Trust, not summed
48	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	315,238	0.50%	-184,032	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	901,553	1.43%	-15,720	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	247,165	0.39%	-12,413	Jul 31, 2026	Fidelity Salem Street Trust, not summed
48.3	Fidelity SAI U.S. Quality Index Fund Fund S000051137 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	244,063	0.39%	+23,931	Jul 31, 2026	Fidelity Salem Street Trust, not summed
48.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	133,265	0.21%	-1,382	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	112,218	0.18%	+2,831	Jul 31, 2026	FIDELITY COVINGTON TRUST, not summed
49	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	314,899	0.50%	+29,306	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	308,288	0.49%	+299,314	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 749251 CUSIP 366651107 13F (30d) 90 filings 79 filers Visit website Investor relations