KBR · Kbr, Inc. · Shareholders & Ownership

$39.53 +2.22 (+5.95%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$4.70B

126.07M

Volume · Oct 22 3.04M Avg daily vol (3M) 1.49M

Every disclosed holder of KBR 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 KBR

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)	372	131,058,579	103.96%	Yes
Insiders (Forms 3, 4, 5)	23	1,886,910	1.50%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	6,877,734	-5.46%	Negative
Registered funds (N-PORT, not summed)	416	65,940,153	52.31%	No

Shares outstanding: 126,067,755, 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 KBR

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	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	18,053,338	14.32%	-916,543	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	3,267,305	2.59%	+279,585	May 31, 2026	Fidelity Rutland Square Trust II, not summed
1.2	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	2,356,100	1.87%	+527,897	Jul 31, 2026	Fidelity Capital Trust, not summed
1.3	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	1,754,457	1.39%	-2,356	Jul 31, 2026	Fidelity Puritan Trust, not summed
1.4	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	1,038,100	0.82%	0	Jun 30, 2026	Variable Insurance Products Fund III, not summed
1.5	Fidelity Series Value Discovery Fund Fund S000039216 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	701,168	0.56%	—	Jul 31, 2026	Fidelity Devonshire Trust, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	13,897,824	11.02%	+395,432	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,342,532	3.44%	+138,035	Jun 30, 2026	iShares Trust, not summed
2.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	635,122	0.50%	-10,998	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	515,172	0.41%	+35,249	Jun 30, 2026	iShares Trust, not summed
2.4	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	282,860	0.22%	+143,456	May 29, 2026	BlackRock Funds, not summed
2.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	280,759	0.22%	+10,216	Jun 30, 2026	iShares Trust, not summed
3	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,353,001	6.63%	+1,817,530	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Invesco Ltd. 13G CIK 914208 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,353,001	6.63%	+1,817,530	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	3,800,874	3.01%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
3.3	Invesco Value Opportunities Fund Fund S000027840 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	2,210,007	1.75%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
3.4	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	782,909	0.62%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
3.5	Invesco Aerospace & Defense ETF Fund S000003039 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	661,086	0.52%	-6,761	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,166,056	4.89%	+43,574	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,707,369	4.53%	+38,573	Jun 30, 2026	carried, not yet filed for the newest quarter
6	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,622,881	3.67%	+1,790,200	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Neuberger Intrinsic Value Fund Fund S000028676 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	943,877	0.75%	+307,503	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
6.2	Mid Cap Intrinsic Value Portfolio Fund S000008201 · Registered fund · Jun 30, 2026 NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed	60,361	0.05%	+11,733	Jun 30, 2026	NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed
6.3	Neuberger Mid Cap Intrinsic Value Fund Fund S000007846 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	25,292	0.02%	+1,420	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,490,033	3.56%	+368,123	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	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	641,784	0.51%	+20,832	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	194,168	0.15%	-2,090	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S&P Kensho Final Frontiers ETF Fund S000063361 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	155,618	0.12%	+120,591	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	124,019	0.10%	+27,063	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	State Street(R) SPDR(R) S&P Kensho Future Security ETF Fund S000059702 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	45,028	0.04%	+17,548	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,023,709	3.19%	-2,685	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,351,248	2.66%	+689,792	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	709,900	0.56%	+617,162	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	611,520	0.49%	+522,145	Jul 31, 2026	Dimensional ETF Trust, not summed
9.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	422,235	0.33%	+54,553	Jul 31, 2026	Dimensional ETF Trust, not summed
9.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	314,884	0.25%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	245,783	0.20%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,929,764	2.32%	+2,455,644	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,908,995	2.31%	-6,941	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,381,015	1.89%	+18,223	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	1,706,870	1.35%	-20,442	Jun 30, 2026	MFS SERIES TRUST XI, not summed
12.2	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	63,810	0.05%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
12.3	MFS Active Mid Cap ETF Fund S000094824 · Registered fund · May 31, 2026 MFS Active Exchange Traded Funds Trust, not summed	2,917	0.00%	-4,054	May 31, 2026	MFS Active Exchange Traded Funds Trust, not summed
12.4	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	817	0.00%	-88	Jul 31, 2026	MFS Series Trust XV, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,344,934	1.86%	-9,136	Jun 30, 2026	carried, not yet filed for the newest quarter
14	SNYDER CAPITAL MANAGEMENT L P 13F CIK 1050477 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,262,395	1.79%	+17,187	Jun 30, 2026	carried, not yet filed for the newest quarter
15	COOPERMAN LEON G 13F CIK 898382 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,125,000	1.69%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Engine Capital Management, LP 13F CIK 1665590 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,855,642	1.47%	+324,329	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,841,971	1.46%	-14,927	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	1,716,475	1.36%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,661,519	1.32%	-191,082	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	1,545,933	1.23%	+109,264	Sep 30, 2026
21	DEPRINCE RACE & ZOLLO INC 13F CIK 1008894 · Registered investment adviser · Sep 30, 2026	1,488,327	1.18%	+151,913	Sep 30, 2026
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,453,574	1.15%	+36,074	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	Gates Capital Management, Inc. 13F CIK 1312908 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,422,729	1.13%	-668,836	Jun 30, 2026	carried, not yet filed for the newest quarter
24	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,420,967	1.13%	-135,395	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	646,336	0.51%	-18,300	May 29, 2026	Delaware Group Equity Funds V, not summed
24.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	340,425	0.27%	+9,200	Jun 30, 2026	Delaware VIP Trust, not summed
24.3	Nomura Opportunity Fund Fund S000065918 · Registered fund · Jun 30, 2026 Delaware Group Equity Funds IV, not summed	95,160	0.08%	+7,600	Jun 30, 2026	Delaware Group Equity Funds IV, not summed
24.4	Nomura Smid Cap Core Fund Fund S000024831 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	37,627	0.03%	-14,719	Jun 30, 2026	IVY FUNDS, not summed
24.5	Nomura VIP Smid Cap Core Series Fund S000006234 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	20,709	0.02%	-8,314	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,373,559	1.09%	-168,239	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	120	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
26	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,341,712	1.06%	+422,315	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	First Trust Technology AlphaDEX Fund Fund S000017703 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	985,157	0.78%	+407,453	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
26.2	FT Energy Income Partners Enhanced Income ETF Fund S000083823 · Registered fund · May 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	141,022	0.11%	—	May 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
26.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	119,319	0.09%	+20,587	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
26.4	First Trust Indxx Aerospace & Defense ETF Fund S000077603 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	105,443	0.08%	-142,489	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
26.5	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	37,534	0.03%	+12,833	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
27	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,340,013	1.06%	+847,809	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Gotham Neutral Fund Fund S000041944 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	1,660	0.00%	-2,302	Jun 30, 2026	FundVantage Trust, not summed
27.2	Gotham Enhanced Return Fund Fund S000040832 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	1,363	0.00%	-1,593	Jun 30, 2026	FundVantage Trust, not summed
28	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,337,342	1.06%	+1,194,820	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	209,629	0.17%	—	Jun 30, 2026	AB TRUST, not summed
28.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	62,912	0.05%	—	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
28.3	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	47,535	0.04%	—	Jun 30, 2026	AB CAP FUND, INC., not summed
28.4	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	2,114	0.00%	—	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
28.5	Overlay A Portfolio Fund S000027647 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	860	0.00%	—	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,274,553	1.01%	+22,090	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	82,454	0.07%	+2,605	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	22,752	0.02%	-1,580	Jul 31, 2026	FlexShares Trust, not summed
30	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,206,062	0.96%	-228,033	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Huber Capital Management LLC 13F CIK 1511697 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,143,989	0.91%	+276,408	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Huber Select Large Cap Value Fund Fund S000018427 · Registered fund · Jul 31, 2026 Advisors Series Trust, not summed	790,042	0.63%	+95,200	Jul 31, 2026	Advisors Series Trust, not summed
31.2	Huber Small Cap Value Fund Fund S000018428 · Registered fund · Jul 31, 2026 Advisors Series Trust, not summed	156,875	0.12%	+25,500	Jul 31, 2026	Advisors Series Trust, not summed
31.3	Huber Large Cap Value Fund Fund S000039416 · Registered fund · Jul 31, 2026 Advisors Series Trust, not summed	26,430	0.02%	+8,500	Jul 31, 2026	Advisors Series Trust, not summed
31.4	Huber Mid Cap Value Fund Fund S000052294 · Registered fund · Jul 31, 2026 Advisors Series Trust, not summed	19,994	0.02%	+4,000	Jul 31, 2026	Advisors Series Trust, not summed
32	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,127,218	0.89%	+40,680	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	377,495	0.30%	+34,099	Jun 30, 2026	ROYCE FUND, not summed
32.2	Royce Small-Cap Total Return Fund Fund S000009510 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	374,315	0.30%	-50,725	Jun 30, 2026	ROYCE FUND, not summed
32.3	Royce SMid-Cap Total Return Fund Fund S000009522 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	20,131	0.02%	0	Jun 30, 2026	ROYCE FUND, not summed
33	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,114,223	0.88%	+391,483	Jun 30, 2026	carried, not yet filed for the newest quarter
34	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,084,819	0.86%	-18,146	Jun 30, 2026	carried, not yet filed for the newest quarter
35	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,011,557	0.80%	+55,203	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	343,109	0.27%	-882	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	136,135	0.11%	+2,794	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	106,874	0.08%	+9,067	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	81,514	0.06%	+6,481	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	75,267	0.06%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	975,540	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
36.1	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	313,919	0.25%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
36.2	ROYCE GLOBAL TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE GLOBAL TRUST, INC., not summed	16,416	0.01%	—	Jun 30, 2026	ROYCE GLOBAL TRUST, INC., not summed
37	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	963,754	0.76%	-853,021	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	928,007	0.74%	-49,682	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,873	0.00%	+293	Jul 31, 2026	BNY Mellon ETF Trust, not summed
39	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	887,035	0.70%	+398,775	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	7,464	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
39.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	4,293	0.00%	-6	May 31, 2026	Goldman Sachs ETF Trust II, not summed
39.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,007	0.00%	+390	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
39.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,559	0.00%	-108	May 31, 2026	Goldman Sachs ETF Trust, not summed
39.5	Goldman Sachs JUST U.S. Large Cap Equity ETF Fund S000061377 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,261	0.00%	+78	May 31, 2026	Goldman Sachs ETF Trust, not summed
40	Bradie Stuart Insider CIK 1610197 · Mar 2, 2026 Director, President and CEO, issuer-wide	858,102	0.68%	+54,553	Mar 2, 2026	Director, President and CEO, issuer-wide
41	Chescapmanager LLC 13F CIK 1697162 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	855,052	0.68%	+50,973	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	801,518	0.64%	+9,756	Jun 30, 2026	carried, not yet filed for the newest quarter
43	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	766,268	0.61%	-67,982	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	50,901	0.04%	+26,557	Jun 30, 2026	AQR Funds, not summed
43.2	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	44,464	0.04%	—	Jun 30, 2026	AQR Funds, not summed
43.3	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	7,420	0.01%	+4,938	Jun 30, 2026	AQR Funds, not summed
43.4	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,371	0.00%	+578	Jun 30, 2026	AQR Funds, not summed
43.5	AQR CVX Fusion Fund Fund S000093172 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,110	0.00%	—	Jun 30, 2026	AQR Funds, not summed
44	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	755,105	0.60%	+83,381	Jun 30, 2026	carried, not yet filed for the newest quarter
45	SG Americas Securities, LLC 13F CIK 1313360 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	735,700	0.58%	+577,034	Jun 30, 2026	carried, not yet filed for the newest quarter
46	MACKENZIE FINANCIAL CORP 13F CIK 919859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	688,220	0.55%	+619,412	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	676,464	0.54%	+546,940	Jun 30, 2026	carried, not yet filed for the newest quarter
48	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	612,784	0.49%	+529,222	Jun 30, 2026	carried, not yet filed for the newest quarter
49	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	611,971	0.49%	-21,710	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	586,317	0.47%	-1,001,116	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1357615 CUSIP 48242W106 13F (30d) 53 filings 53 filers Visit website Investor relations