JBL · Jabil Inc · Shareholders & Ownership

$273.97 +6.56 (+2.45%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$28.71B

102.97M

Volume · Oct 23 1.79M Avg daily vol (3M) 1.23M

Every disclosed holder of JBL 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 JBL

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)	1,104	102,426,664	99.47%	Yes
Insiders (Forms 3, 4, 5)	23	2,016,062	1.96%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,468,256	-1.43%	Negative
Registered funds (N-PORT, not summed)	827	42,460,379	41.23%	No

Shares outstanding: 102,974,470, 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 JBL

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	10,132,052	9.84%	+452,717	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	1,450,794	1.41%	+92,176	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	615,360	0.60%	+160,821	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	428,872	0.42%	+32,132	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	398,183	0.39%	+125,166	Jun 30, 2026	iShares Trust, not summed
1.5	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	362,144	0.35%	—	Jul 31, 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	6,893,995	6.69%	+203,644	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Texas Yale Capital Corp. 13F CIK 1332342 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,285,933	6.10%	-790	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,434,019	5.28%	+79,806	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,928,048	4.79%	-7,016	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Technology Select Sector SPDR(R) ETF Fund S000006415 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	728,333	0.71%	-63,533	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	251,901	0.24%	+30,283	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	96,072	0.09%	+3,552	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	49,938	0.05%	+1,193	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	39,600	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,299,788	4.18%	-221,359	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	VANGUARD WELLINGTON FUND Fund S000004406 · Registered fund · May 31, 2026 VANGUARD WELLINGTON FUND, not summed	1,884,746	1.83%	-258,078	May 31, 2026	VANGUARD WELLINGTON FUND, not summed
6.2	GROWTH PORTFOLIO Fund S000004401 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	58,317	0.06%	—	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
6.3	BALANCED PORTFOLIO Fund S000004390 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	57,158	0.06%	-12,797	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,349,549	3.25%	+163,515	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,167,120	3.08%	-114,049	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,358,700	1.32%	-77,000	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
8.2	VANGUARD PRIMECAP FUND Fund S000002568 · Registered fund · Jun 30, 2026 VANGUARD CHESTER FUNDS, not summed	424,500	0.41%	0	Jun 30, 2026	VANGUARD CHESTER FUNDS, not summed
8.3	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	404,800	0.39%	0	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
8.4	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	387,000	0.38%	-8,000	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
8.5	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	233,600	0.23%	0	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
9	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,026,741	2.94%	+1,339,958	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,986,826	2.90%	+90,634	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,734,829	2.66%	+51,322	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,719,982	2.64%	+930,115	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,419,503	2.35%	+106,419	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,235,723	2.17%	-208,537	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,351,301	1.31%	-8,335	May 31, 2026	Fidelity Concord Street Trust, not summed
14.2	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	396,395	0.38%	+27,600	Jul 31, 2026	Fidelity Securities Fund, not summed
14.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	395,062	0.38%	+10,696	Jul 31, 2026	Fidelity Salem Street Trust, not summed
14.4	Fidelity Puritan Fund Fund S000007153 · Registered fund · May 31, 2026 Fidelity Puritan Trust, not summed	375,338	0.36%	+148,000	May 31, 2026	Fidelity Puritan Trust, not summed
14.5	Select Technology Portfolio Fund S000007484 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	360,565	0.35%	+114,100	May 31, 2026	Fidelity Select Portfolios, not summed
15	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,106,748	2.05%	+226,743	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	US Core Portfolio Fund S000053789 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	36,264	0.04%	—	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
15.2	Global Core Portfolio Fund S000053787 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	2,926	0.00%	—	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
15.3	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	337	0.00%	-19	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
15.4	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	206	0.00%	-9	Jul 31, 2026	E Trade Trust, not summed
15.5	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	169	0.00%	+39	Jul 31, 2026	E Trade Trust, not summed
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,093,945	2.03%	+8,764	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	93,591	0.09%	-11,012	May 31, 2026	Goldman Sachs ETF Trust, not summed
16.2	Goldman Sachs Mid Cap Growth Fund Fund S000009321 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	56,093	0.05%	-21,772	May 31, 2026	Goldman Sachs Trust, not summed
16.3	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	29,348	0.03%	-717	May 31, 2026	Goldman Sachs Trust, not summed
16.4	Goldman Sachs Large Cap Growth Insights Fund Fund S000009328 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	19,805	0.02%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
16.5	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	10,938	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
17	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,532,716	1.49%	+59,773	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,500,190	1.46%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,381,708	1.34%	-310,136	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	528,932	0.51%	-131,985	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.2	Invesco S&P 500 Equal Weight Technology ETF Fund S000060789 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	212,018	0.21%	-6,162	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.3	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	98,938	0.10%	+21,274	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.4	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	80,167	0.08%	-51,445	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
19.5	Invesco Dorsey Wright Momentum ETF Fund S000013787 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	58,107	0.06%	-10,460	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,210,372	1.18%	-103,678	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	180,048	0.17%	-799	Jul 31, 2026	Dimensional ETF Trust, not summed
20.2	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	179,633	0.17%	+3,036	Jul 31, 2026	Dimensional ETF Trust, not summed
20.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	107,489	0.10%	-103,803	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	95,985	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.5	U.S. Large Cap Growth Portfolio Fund S000039438 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	93,715	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,205,456	1.17%	+210,818	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	College Retirement Equities Fund - Growth Account Fund S000005082 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	581,860	0.57%	+207,112	Jun 30, 2026	College Retirement Equities Fund, not summed
21.2	Nuveen Large Cap Growth Fund Fund S000012197 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	166,224	0.16%	+37,080	Jul 31, 2026	TIAA-CREF Funds, not summed
21.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	141,244	0.14%	+1,090	Jun 30, 2026	College Retirement Equities Fund, not summed
21.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	88,644	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
21.5	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	58,065	0.06%	+16,173	Jul 31, 2026	TIAA-CREF Funds, not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,197,083	1.16%	-73,654	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	32,011	0.03%	0	Jun 30, 2026	Northern Funds, not summed
22.2	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	16,128	0.02%	+1,428	Jul 31, 2026	FlexShares Trust, not summed
22.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,592	0.00%	+128	Jul 31, 2026	FlexShares Trust, not summed
22.4	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,578	0.00%	-1,475	Jun 30, 2026	Northern Funds, not summed
22.5	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	880	0.00%	-32	Jul 31, 2026	FlexShares Trust, not summed
23	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,161,880	1.13%	+50,478	Jun 30, 2026	carried, not yet filed for the newest quarter
24	MONDELLO MARK T Insider CIK 1196746 · Jan 16, 2026 Director, Executive Chairman, issuer-wide	1,111,459	1.08%	-17,200	Jan 16, 2026	Director, Executive Chairman, issuer-wide
25	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,066,408	1.04%	+295,058	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	8,770	0.01%	-454	Jul 31, 2026	BNY Mellon ETF Trust, not summed
26	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	959,153	0.93%	-192,954	May 31, 2026	VANGUARD WORLD FUND, not summed
27	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	930,900	0.90%	+646,964	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	58,117	0.06%	—	Jun 30, 2026	AQR Funds, not summed
27.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	29,167	0.03%	0	Jun 30, 2026	AQR Funds, not summed
27.3	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	26,603	0.03%	+8,553	Jun 30, 2026	AQR Funds, not summed
27.4	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	13,709	0.01%	—	Jun 30, 2026	AQR Funds, not summed
27.5	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	9,359	0.01%	—	Jun 30, 2026	AQR Funds, not summed
28	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	918,257	0.89%	+70,094	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	902,432	0.88%	+440,845	Jun 30, 2026	carried, not yet filed for the newest quarter
30	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	857,505	0.83%	+326,710	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	448,156	0.44%	+60,581	May 31, 2026	MFS Series Trust IV, not summed
30.2	MFS Mid Cap Growth Series Fund S000002678 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	15,228	0.01%	+5,587	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
30.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	350	0.00%	—	Jul 31, 2026	MFS Series Trust XV, not summed
31	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	775,385	0.75%	-84,907	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	71,466	0.07%	+866	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
31.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	64,789	0.06%	-2,099	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
31.3	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	45,600	0.04%	—	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
31.4	T. Rowe Price U.S. Equity Research ETF Fund S000071604 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	16,279	0.02%	+6,865	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
31.5	T. Rowe Price Hedged Equity Fund Fund S000080479 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	12,470	0.01%	-1,330	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
32	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Sep 30, 2026	767,829	0.75%	-176,188	Sep 30, 2026
33	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	741,680	0.72%	+663,178	Sep 30, 2026
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	736,655	0.72%	-2,148	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	236,758	0.23%	+1,864	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	111,804	0.11%	+2,175	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	70,434	0.07%	-4,378	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	63,704	0.06%	+2,128	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	62,798	0.06%	+950	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
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	720,472	0.70%	+57,506	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	86	0.00%	-14	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	29	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
36	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	672,552	0.65%	+275,571	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	665,313	0.65%	+51,250	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	606,064	0.59%	+6,757	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	584,704	0.57%	-29,575	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Janus Henderson Adaptive Risk Managed U.S. Equity Fund Fund S000025898 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	15,513	0.02%	+25	Jun 30, 2026	Janus Investment Fund, not summed
39.2	Janus Henderson Mid Cap Growth Alpha ETF Fund S000087757 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	1,164	0.00%	-292	Jul 31, 2026	Janus Detroit Street Trust, not summed
40	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	573,022	0.56%	-21,882	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
41	PARADIGM CAPITAL MANAGEMENT INC/NY 13F CIK 1037792 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	546,900	0.53%	-1,000	Jun 30, 2026	carried, not yet filed for the newest quarter
42	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	539,260	0.52%	-134,750	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	7,682	0.01%	+413	Aug 31, 2026	DBX ETF Trust, not summed
42.2	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	3,284	0.00%	-116	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
42.3	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	1,716	0.00%	-3,444	Aug 31, 2026	DBX ETF Trust, not summed
42.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	1,604	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
42.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	1,462	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
43	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	525,810	0.51%	-122,322	Jun 30, 2026	carried, not yet filed for the newest quarter
44	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	524,400	0.51%	+157,648	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	521,342	0.51%	-545,266	Jun 30, 2026	carried, not yet filed for the newest quarter
46	JPMorgan Mid Cap Growth Fund Fund S000003654 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	515,280	0.50%	—	Jun 30, 2026	JPMorgan Trust II, not summed
47	JNL/Goldman Sachs 4 Fund Fund S000019485 · Registered fund · Jun 30, 2026 JNL Series Trust, not summed	487,612	0.47%	-15,286	Jun 30, 2026	JNL Series Trust, not summed
48	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	484,054	0.47%	-9,154	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Carillon ClariVest Capital Appreciation Fund Fund S000058957 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	11,885	0.01%	0	Jun 30, 2026	Carillon Series Trust, not summed
49	Vinva Investment Management Ltd 13F CIK 1968109 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	413,452	0.40%	+156,322	Jun 30, 2026	carried, not yet filed for the newest quarter
50	JPMorgan Mid Cap Value Fund Fund S000004475 · Registered fund · Jun 30, 2026 J.P. Morgan Fleming Mutual Fund Group, Inc., not summed	383,341	0.37%	-71,146	Jun 30, 2026	J.P. Morgan Fleming Mutual Fund Group, Inc., not summed

176 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.

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Key facts CIK 898293 CUSIP 466313103 13F (30d) 238 filings 222 filers Visit website Investor relations