ITT · Itt Inc. · Shareholders & Ownership

$190.10 +1.84 (+0.98%) At close · Oct 23

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$16.99B

89.40M

Volume · Oct 23 927.27K Avg daily vol (3M) 812.31K

Every disclosed holder of ITT 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 ITT

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)	729	88,706,013	99.22%	Yes
Insiders (Forms 3, 4, 5)	21	535,265	0.60%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	158,722	0.18%	Rest
Registered funds (N-PORT, not summed)	524	48,721,239	54.50%	No

Shares outstanding: 89,400,000, 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 ITT

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	8,675,129	9.70%	+245,344	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,059,487	3.42%	+212,132	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	534,835	0.60%	+11,910	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	366,695	0.41%	+39,983	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	199,504	0.22%	+3,034	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	137,120	0.15%	+14,014	Jun 30, 2026	iShares Trust, not summed
2	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,130,535	6.86%	+108,980	Jun 30, 2026	carried, not yet filed for the newest quarter
3	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,822,715	5.39%	-96,320	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Fidelity Equity-Income Fund Fund S000006064 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	768,019	0.86%	-74,510	Jul 31, 2026	Fidelity Devonshire Trust, not summed
3.2	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	677,209	0.76%	0	Jun 30, 2026	Variable Insurance Products Fund III, not summed
3.3	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	497,474	0.56%	+34,200	Jul 31, 2026	Fidelity Concord Street Trust, not summed
3.4	VIP Equity-Income Portfolio Fund S000007716 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund, not summed	479,516	0.54%	-38,726	Jun 30, 2026	Variable Insurance Products Fund, not summed
3.5	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	443,502	0.50%	-487	May 31, 2026	Fidelity Concord Street Trust, not summed
4	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	4,785,951	5.35%	+2,737,952	Jul 31, 2026	Washington Mutual Investors Fund, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,253,450	4.76%	+75,777	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,044,650	4.52%	+186,305	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,798,907	4.25%	+2,555,498	Jun 30, 2026	carried, not yet filed for the newest quarter
8	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,567,353	3.99%	+629,764	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	AB LARGE CAP GROWTH FUND INC Fund S000010251 · Registered fund · Jun 30, 2026 AB LARGE CAP GROWTH FUND INC, not summed	630,091	0.70%	+128,011	Jun 30, 2026	AB LARGE CAP GROWTH FUND INC, not summed
8.2	AB DISCOVERY GROWTH FUND, INC. Fund S000010117 · Registered fund · Jun 30, 2026 AB DISCOVERY GROWTH FUND, INC., not summed	150,020	0.17%	-3,044	Jun 30, 2026	AB DISCOVERY GROWTH FUND, INC., not summed
8.3	AB Small Cap Growth Portfolio Fund S000010309 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	144,249	0.16%	-1,557	Jun 30, 2026	AB CAP FUND, INC., not summed
8.4	AB RELATIVE VALUE FUND, INC. Fund S000010080 · Registered fund · Jun 30, 2026 AB RELATIVE VALUE FUND, INC., not summed	115,560	0.13%	0	Jun 30, 2026	AB RELATIVE VALUE FUND, INC., not summed
8.5	AB Growth Fund Fund S000010509 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	95,120	0.11%	+7,510	Jun 30, 2026	AB PORTFOLIOS, not summed
9	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,466,371	3.88%	-447,115	Jun 30, 2026	carried, not yet filed for the newest quarter
10	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,396,062	3.80%	-832,106	Jun 30, 2026	carried, not yet filed for the newest quarter
11	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	3,169,789	3.55%	-850,000	Jun 30, 2026	American Funds Fundamental Investors, not summed
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,838,140	3.17%	+110,248	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,801,348	3.13%	+185,175	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	452,516	0.51%	+32,383	Jun 30, 2026	SPDR SERIES TRUST, not summed
13.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	138,246	0.15%	+7,566	Jun 30, 2026	SPDR SERIES TRUST, not summed
13.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	30,654	0.03%	+500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13.4	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	17,396	0.02%	+240	Jun 30, 2026	SPDR SERIES TRUST, not summed
13.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	4,023	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,050,001	2.29%	+66,995	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,740,207	1.95%	-182,257	Jun 30, 2026	carried, not yet filed for the newest quarter
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,689,340	1.89%	+75,844	Jun 30, 2026	carried, not yet filed for the newest quarter
17	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	1,639,557	1.83%	0	Jun 30, 2026	New Perspective Fund, not summed
18	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,400,050	1.57%	-1,118,889	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	61,538	0.07%	-180,072	Jun 30, 2026	AQR Funds, not summed
18.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	55,173	0.06%	-46,118	Jun 30, 2026	AQR Funds, not summed
18.3	AQR MS Fusion HV Fund Fund S000093174 · Registered fund · Jun 30, 2026 AQR Funds, not summed	2,151	0.00%	-193	Jun 30, 2026	AQR Funds, not summed
18.4	AQR LSE Fusion Fund Fund S000093171 · Registered fund · Jun 30, 2026 AQR Funds, not summed	760	0.00%	0	Jun 30, 2026	AQR Funds, not summed
18.5	AQR MS Fusion Fund Fund S000093173 · Registered fund · Jun 30, 2026 AQR Funds, not summed	218	0.00%	-234	Jun 30, 2026	AQR Funds, not summed
19	Findlay Park Partners LLP 13F CIK 1351950 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,397,628	1.56%	-14,600	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,245,334	1.39%	-36,622	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	433,999	0.49%	-49,236	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
20.2	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	139,842	0.16%	+14,804	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
20.3	Invesco Small Cap Equity Fund Fund S000000218 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	119,046	0.13%	0	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
20.4	Invesco Global Opportunities Fund Fund S000064625 · Registered fund · Jul 31, 2026 AIM International Mutual Funds (Invesco International Mutual Funds), not summed	79,715	0.09%	-13,646	Jul 31, 2026	AIM International Mutual Funds (Invesco International Mutual Funds), not summed
20.5	Invesco V.I. Discovery Mid Cap Growth Fund Fund S000064658 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	46,089	0.05%	-7,335	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
21	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,120,248	1.25%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,024,912	1.15%	+64,878	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	JPMorgan Growth Advantage Fund Fund S000004474 · Registered fund · Jun 30, 2026 J.P. Morgan Mutual Fund Investment Trust, not summed	897,626	1.00%	-198,988	Jun 30, 2026	J.P. Morgan Mutual Fund Investment Trust, not summed
24	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	877,004	0.98%	-25,634	Jun 30, 2026	carried, not yet filed for the newest quarter
25	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	875,513	0.98%	-98,635	Jun 30, 2026	carried, not yet filed for the newest quarter
26	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	849,093	0.95%	-42,765	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	94	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
27	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	830,382	0.93%	+127,073	Jun 30, 2026	carried, not yet filed for the newest quarter
28	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	825,147	0.92%	+117,155	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	812,955	0.91%	+41,938	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	58,111	0.07%	+4,081	Jun 30, 2026	Northern Funds, not summed
29.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,370	0.00%	-1,297	Jul 31, 2026	FlexShares Trust, not summed
30	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	808,249	0.90%	-64,947	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	292,738	0.33%	-1,295	Jun 30, 2026	College Retirement Equities Fund, not summed
30.2	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	146,831	0.16%	-816	Jul 31, 2026	TIAA-CREF Funds, not summed
30.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	68,028	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
30.4	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	39,706	0.04%	+5,524	Jun 30, 2026	College Retirement Equities Fund, not summed
30.5	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	32,882	0.04%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
31	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	800,816	0.90%	+249,444	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Neuberger Long Short Fund Fund S000035446 · Registered fund · Jul 31, 2026 NEUBERGER BERMAN ALTERNATIVE FUNDS, not summed	250,816	0.28%	+70,149	Jul 31, 2026	NEUBERGER BERMAN ALTERNATIVE FUNDS, not summed
31.2	Neuberger Large Cap Growth Fund Fund S000007849 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	69,861	0.08%	0	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
31.3	Neuberger Core Equity ETF Fund S000085748 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	23,553	0.03%	+5,337	May 31, 2026	Neuberger Berman ETF Trust, not summed
31.4	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	15,353	0.02%	-6,348	May 31, 2026	Neuberger Berman ETF Trust, not summed
31.5	Neuberger Growth ETF Fund S000089172 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	419	0.00%	+38	May 31, 2026	Neuberger Berman ETF Trust, not summed
32	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	789,911	0.88%	-18,407	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Columbia Select Mid Cap Value Fund Fund S000010792 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	419,995	0.47%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
32.2	CTIVP - Westfield Select Large Cap Growth Fund Fund S000028688 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	103,020	0.12%	0	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
32.3	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	61,427	0.07%	-1,251	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
32.4	Columbia Variable Portfolio - Select Mid Cap Value Fund Fund S000019847 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	40,368	0.05%	-2,000	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
33	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	773,610	0.87%	+44,243	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	125,865	0.14%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
33.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	111,131	0.12%	-3,147	Jul 31, 2026	Dimensional ETF Trust, not summed
33.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	96,037	0.11%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
33.4	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	59,115	0.07%	+391	Jul 31, 2026	Dimensional ETF Trust, not summed
33.5	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	27,114	0.03%	+471	Jul 31, 2026	Dimensional ETF Trust, not summed
34	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	764,125	0.85%	-32,621	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	676,217	0.76%	+19,868	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	649,392	0.73%	-613,356	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
37	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	646,609	0.72%	+15,408	Jun 30, 2026	carried, not yet filed for the newest quarter
38	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	636,136	0.71%	+206,779	Jun 30, 2026	carried, not yet filed for the newest quarter
39	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	620,110	0.69%	+185,874	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	103,687	0.12%	+60,295	May 31, 2026	Goldman Sachs Trust, not summed
39.2	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	36,036	0.04%	+2,290	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
39.3	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	20,061	0.02%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
39.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	15,955	0.02%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
39.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	8,400	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
40	American Funds Global Insight Fund Fund S000066952 · Registered fund · Jul 31, 2026 American Funds Global Insight Fund, not summed	614,779	0.69%	+324,457	Jul 31, 2026	American Funds Global Insight Fund, not summed
41	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	613,004	0.69%	+25,406	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	232,549	0.26%	+2,723	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	90,339	0.10%	+3,185	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	53,883	0.06%	+3,276	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
41.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	50,627	0.06%	+1,379	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	43,348	0.05%	-1,630	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
42	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	606,052	0.68%	-13,472	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	13,671	0.02%	+164	Jul 31, 2026	BNY Mellon ETF Trust, not summed
43	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	605,838	0.68%	-5,747	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	First Trust Growth Strength ETF Fund S000077796 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	113,317	0.13%	—	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
43.2	First Trust BuyWrite Income ETF Fund S000040302 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	30,621	0.03%	+2,324	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
43.3	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	29,238	0.03%	-8,620	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
43.4	First Trust Large Cap Growth AlphaDEX Fund Fund S000017341 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	25,993	0.03%	-4,957	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
43.5	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	7,125	0.01%	-5,771	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
44	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	602,110	0.67%	+6,404	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	434,457	0.49%	-5,203	Jun 30, 2026	MFS SERIES TRUST XI, not summed
44.2	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	15,567	0.02%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
44.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	204	0.00%	-21	Jul 31, 2026	MFS Series Trust XV, not summed
45	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	591,517	0.66%	—	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
46	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	565,552	0.63%	+31,746	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	537,635	0.60%	-49,603	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Carillon Eagle Mid Cap Growth Fund Fund S000008481 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	345,496	0.39%	-36,792	Jun 30, 2026	Carillon Series Trust, not summed
48	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	532,864	0.60%	+523,896	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Old Westbury All Cap Core Fund Fund S000001859 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	63,478	0.07%	-1,101	Jul 31, 2026	Old Westbury Funds Inc, not summed
48.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	6,383	0.01%	+23	Jul 31, 2026	Old Westbury Funds Inc, not summed
49	JPMorgan Mid Cap Value Fund Fund S000004475 · Registered fund · Jun 30, 2026 J.P. Morgan Fleming Mutual Fund Group, Inc., not summed	529,561	0.59%	-108,729	Jun 30, 2026	J.P. Morgan Fleming Mutual Fund Group, Inc., not summed
50	JPMorgan Mid Cap Growth Fund Fund S000003654 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	526,580	0.59%	-136,194	Jun 30, 2026	JPMorgan Trust II, not summed

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

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 959 holders

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

Key facts CIK 216228 CUSIP 45073V108 13F (30d) 149 filings 145 filers Visit website Investor relations