KEY · Keycorp · Shareholders & Ownership

$21.03 +0.22 (+1.06%) At close · Oct 21

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$22.44B

1.07B

Volume · Oct 21 23.66M Avg daily vol (3M) 13.28M

Every disclosed holder of KEY 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 KEY

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)	948	932,434,875	87.38%	Yes
Insiders (Forms 3, 4, 5)	28	3,279,615	0.31%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	131,414,064	12.31%	Rest
Registered funds (N-PORT, not summed)	646	357,328,149	33.49%	No

Shares outstanding: 1,067,128,554, 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 KEY

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	BANK OF NOVA SCOTIA Insider CIK 9631 · Jul 7, 2026 Director, 10% Owner, issuer-wide, not summed	157,470,114	14.76%	-176,803	Jul 7, 2026	Director, 10% Owner, issuer-wide, not summed
1.1	BANK OF NOVA SCOTIA 13F CIK 9631 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	157,762,958	14.78%	-5,233,368	Jun 30, 2026	carried, not yet filed for the newest quarter
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	88,464,784	8.29%	-257,893	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	13,939,021	1.31%	-88,417	Jul 31, 2026	iShares Trust, not summed
2.2	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	12,677,217	1.19%	+626,240	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	3,803,206	0.36%	+280,717	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,072,533	0.19%	-45,882	Jun 30, 2026	iShares Trust, not summed
2.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,515,072	0.14%	-101,735	Jun 30, 2026	iShares Trust, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	65,486,394	6.14%	-394,992	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	51,860,583	4.86%	+375,511	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	51,368,660	4.81%	+4,238,225	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	6,233,480	0.58%	-114,864	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF Fund S000050968 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	4,060,369	0.38%	+70,839	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,197,590	0.21%	+227,928	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	1,121,149	0.11%	+17,870	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	628,004	0.06%	-20,625	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	50,275,640	4.71%	+3,540,696	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	12,029,589	1.13%	+3,757,730	May 31, 2026	Fidelity Rutland Square Trust II, not summed
6.2	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	11,991,353	1.12%	+168,907	May 31, 2026	Fidelity Concord Street Trust, not summed
6.3	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	5,709,690	0.54%	-7,666	Jul 31, 2026	Fidelity Puritan Trust, not summed
6.4	Fidelity Fund Fund S000007021 · Registered fund · Jun 30, 2026 Fidelity Hastings Street Trust, not summed	4,435,300	0.42%	0	Jun 30, 2026	Fidelity Hastings Street Trust, not summed
6.5	Fidelity Series Stock Selector Large Cap Value Fund Fund S000039218 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	3,773,087	0.35%	+1,206,400	Jul 31, 2026	Fidelity Devonshire Trust, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	34,398,442	3.22%	-216,371	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,619,560	2.40%	+194,265	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	23,876,877	2.24%	+63,007	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	23,492,551	2.20%	-39,532	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,889,560	1.96%	+1,654,097	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	8,476,828	0.79%	-107,665	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.2	Invesco KBW Bank ETF Fund S000034530 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	6,944,820	0.65%	-1,353,909	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.3	Invesco S&P Ultra Dividend Revenue ETF Fund S000064597 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	722,040	0.07%	-131,416	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	670,637	0.06%	+20,972	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
11.5	Invesco S&P 500 Pure Value ETF Fund S000060792 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	404,343	0.04%	-58,098	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,946,974	1.68%	+1,253,550	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	5,902,586	0.55%	-106,122	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
12.2	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	708,028	0.07%	+238,515	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
12.3	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	647,332	0.06%	+8,061	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
12.4	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	580,379	0.05%	-6,108	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
12.5	T. Rowe Price U.S. Equity Research ETF Fund S000071604 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	139,490	0.01%	+54,920	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
13	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	16,496,467	1.55%	+6,543,919	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	61,613	0.01%	+3,209	May 29, 2026	DBX ETF Trust, not summed
13.2	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	28,289	0.00%	-1,750	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
13.3	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	15,365	0.00%	-180	May 29, 2026	DBX ETF Trust, not summed
13.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	13,749	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
13.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	12,910	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
14	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	14,847,409	1.39%	+352,551	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,092,000	0.10%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
14.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	461,766	0.04%	+155,353	May 31, 2026	Goldman Sachs ETF Trust, not summed
14.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	155,973	0.01%	+15,323	May 31, 2026	Goldman Sachs ETF Trust, not summed
14.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	46,390	0.00%	-1,463	May 31, 2026	Goldman Sachs ETF Trust, not summed
14.5	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	39,564	0.00%	+2,840	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
15	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	13,704,191	1.28%	-296,239	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	2,942	0.00%	-243	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
15.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	2,218	0.00%	+557	Jul 31, 2026	E Trade Trust, not summed
15.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,576	0.00%	+441	Jul 31, 2026	E Trade Trust, not summed
15.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	389	0.00%	-44	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
16	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,255,781	1.24%	+1,403,107	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Victory Pioneer Multi-Asset Income Fund Fund S000089756 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	2,728,671	0.26%	0	Jul 31, 2026	Victory Portfolios IV, not summed
16.2	Victory RS Large Cap Alpha Fund Fund S000053560 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	812,590	0.08%	0	Jun 30, 2026	Victory Portfolios, not summed
16.3	Victory Value Fund Fund S000012920 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	747,000	0.07%	-209,700	Jul 31, 2026	Victory Portfolios III, not summed
16.4	Victory Pioneer Global Equity Fund Fund S000089821 · Registered fund · May 31, 2026 Victory Portfolios IV, not summed	375,179	0.04%	—	May 31, 2026	Victory Portfolios IV, not summed
16.5	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	343,024	0.03%	+21,614	Jun 30, 2026	Victory Portfolios II, not summed
17	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,826,544	1.20%	+586,718	Jun 30, 2026	carried, not yet filed for the newest quarter
18	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	12,181,840	1.14%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
19	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,929,294	1.12%	+1,214,022	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	2,313,801	0.22%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
19.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,565,843	0.15%	+71,585	Jul 31, 2026	Dimensional ETF Trust, not summed
19.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	938,141	0.09%	+238,525	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	881,459	0.08%	+22,775	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	617,634	0.06%	+3,144	Jul 31, 2026	Dimensional ETF Trust, not summed
20	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,314,231	0.97%	+234,037	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	9,883,983	0.93%	0	Jul 31, 2026	Washington Mutual Investors Fund, not summed
22	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,213,303	0.86%	-7,950,704	Jun 30, 2026	carried, not yet filed for the newest quarter
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,175,729	0.86%	-121,538	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	2,533,809	0.24%	+24,181	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	2,048,105	0.19%	-30,320	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,002,095	0.09%	+44,404	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.4	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	773,873	0.07%	-70,646	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	565,305	0.05%	+14,987	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,170,376	0.86%	-872,708	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	292,489	0.03%	0	Jun 30, 2026	Northern Funds, not summed
24.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	42,626	0.00%	0	Jun 30, 2026	Northern Funds, not summed
24.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	28,342	0.00%	+1,392	Jul 31, 2026	FlexShares Trust, not summed
24.4	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,570	0.00%	-212	Jul 31, 2026	FlexShares Trust, not summed
25	North Reef Capital Management LP 13F CIK 1867831 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,250,000	0.77%	-4,400,000	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Ninety One UK Ltd 13F CIK 1418329 · Registered investment adviser · Sep 30, 2026	7,639,073	0.72%	-1,494,413	Sep 30, 2026
27	HoldCo Asset Management, LP 13F CIK 1724246 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,456,484	0.70%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,963,807	0.65%	-119,524	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,650,295	0.62%	-1,223,877	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	170,973	0.02%	0	Jun 30, 2026	AQR Funds, not summed
29.2	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	10,083	0.00%	-4,086	Jun 30, 2026	AQR Funds, not summed
30	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	6,554,367	0.61%	-1,583,573	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	563	0.00%	-216	May 31, 2026	UBS INVESTMENT TRUST, not summed
30.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	328	0.00%	+83	Jun 30, 2026	UBS FUNDS, not summed
31	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,493,467	0.61%	+1,300,133	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	6,399,768	0.60%	-108,288	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
33	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,187,592	0.58%	-292,767	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,167,854	0.58%	+528,777	Jun 30, 2026	carried, not yet filed for the newest quarter
35	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,955,851	0.56%	+2,342,680	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,891,485	0.55%	+221,234	Jun 30, 2026	carried, not yet filed for the newest quarter
37	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,390,437	0.51%	+250,149	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	5,325,948	0.50%	-167,329	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	74,276	0.01%	+78	Jul 31, 2026	BNY Mellon ETF Trust, not summed
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,300,607	0.50%	-91,294	Jun 30, 2026	carried, not yet filed for the newest quarter
40	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,121,717	0.48%	+117,752	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	5,001,530	0.47%	-280,561	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
42	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,600,968	0.43%	+2,916,955	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,868,320	0.36%	+650,985	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,777,995	0.35%	+3,377,286	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	3,726,371	0.35%	+89,720	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
46	LOS ANGELES CAPITAL MANAGEMENT LLC 13F CIK 1177206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,712,585	0.35%	+1,850,608	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Prana Capital Management, LP 13F CIK 1710951 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,674,051	0.34%	-223,499	Jun 30, 2026	carried, not yet filed for the newest quarter
48	DIAMOND HILL CAPITAL MANAGEMENT INC 13F CIK 1217541 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,567,222	0.33%	-2,698,152	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	DIAMOND HILL LARGE CAP FUND Fund S000003155 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	1,491,534	0.14%	-702,370	Jun 30, 2026	Diamond Hill Funds, not summed
49	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,438,094	0.32%	-2,010,780	Jun 30, 2026	carried, not yet filed for the newest quarter
50	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,134,278	0.29%	-3,743,545	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 91576 CUSIP 493267108 13F (30d) 181 filings 172 filers Visit website Investor relations