LNT · Alliant Energy Corp · Shareholders & Ownership

$72.91 +0.24 (+0.33%) Play latest call Q3 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$18.77B

258.28M

Volume · Nov 9 235.12K Avg daily vol (3M) 2.75M

Every disclosed holder of LNT 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 LNT

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)	896	254,066,357	98.37%	Yes
Insiders (Forms 3, 4, 5)	11	723,322	0.28%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,487,358	1.35%	Rest
Registered funds (N-PORT, not summed)	695	132,241,069	51.20%	No

Shares outstanding: 258,277,037, 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 LNT

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	24,986,672	9.67%	+487,232	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	3,550,665	1.37%	+244,501	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	3,256,660	1.26%	-11,623	Jul 31, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,061,254	0.41%	+78,835	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	708,790	0.27%	+38,716	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	578,330	0.22%	-10,657	Jun 30, 2026	iShares Trust, not summed
2	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	17,571,998	6.80%	+561,347	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	State Street(R) Utilities Select Sector SPDR(R) ETF Fund S000006416 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	4,202,674	1.63%	-207,243	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
2.2	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,666,355	1.03%	+216,969	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	614,777	0.24%	+72,208	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	312,706	0.12%	+10,044	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	92,400	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT 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	16,861,714	6.53%	+162,252	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	14,386,177	5.57%	-208,829	Jun 30, 2026	carried, not yet filed for the newest quarter
5	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,515,298	4.46%	+904,652	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	2,106,000	0.82%	+66,000	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
5.2	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	552,524	0.21%	+8,731	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
5.3	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	231,837	0.09%	+89,500	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
5.4	T. Rowe Price New Era Fund Fund S000002105 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW ERA FUND, INC., not summed	220,295	0.09%	+89,100	Jun 30, 2026	T. ROWE PRICE NEW ERA FUND, INC., not summed
5.5	T. Rowe Price Large-Cap Value Fund Fund S000002093 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	200,329	0.08%	+66,029	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
6	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	10,977,426	4.25%	-296,195	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Janus Henderson Mid Cap Value Fund Fund S000010471 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	783,265	0.30%	0	Jun 30, 2026	Janus Investment Fund, not summed
6.2	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	601,038	0.23%	-10,567	Jun 30, 2026	Janus Aspen Series, not summed
6.3	Janus Henderson VIT Mid Cap Value Portfolio Fund S000010397 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	46,379	0.02%	-964	Jun 30, 2026	Janus Aspen Series, not summed
6.4	Janus Henderson Small-Mid Cap Value Fund Fund S000035097 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	29,928	0.01%	-2,640	Jun 30, 2026	Janus Investment Fund, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,197,420	3.17%	+53,318	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,890,946	3.06%	+450,560	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	2,653,835	1.03%	+68,033	Jun 30, 2026	College Retirement Equities Fund, not summed
8.2	Nuveen Core Equity Fund Fund S000005370 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	1,237,849	0.48%	+9,595	Jul 31, 2026	TIAA-CREF Funds, not summed
8.3	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	609,108	0.24%	+17,169	Jun 30, 2026	College Retirement Equities Fund, not summed
8.4	Nuveen Dividend Value Fund Fund S000005579 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	477,650	0.18%	-228,919	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
8.5	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	437,975	0.17%	-2,434	Jul 31, 2026	TIAA-CREF Funds, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	7,577,964	2.93%	+170,519	Sep 30, 2026
10	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,936,512	2.69%	-110,725	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	2,253,428	0.87%	-26,988	Jun 30, 2026	MFS SERIES TRUST XI, not summed
10.2	Massachusetts Investors Trust Fund S000000696 · Registered fund · Jun 30, 2026 MASSACHUSETTS INVESTORS TRUST, not summed	1,079,213	0.42%	-36,832	Jun 30, 2026	MASSACHUSETTS INVESTORS TRUST, not summed
10.3	MFS Utilities Fund Fund S000002470 · Registered fund · Jul 31, 2026 MFS Series Trust VI, not summed	1,009,071	0.39%	-49,274	Jul 31, 2026	MFS Series Trust VI, not summed
10.4	MFS Research Fund Fund S000002438 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	511,541	0.20%	-32,583	Jun 30, 2026	MFS Series Trust V, not summed
10.5	MFS Utilities Series Fund S000002671 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	463,962	0.18%	-20,512	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
11	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	6,915,472	2.68%	-311,701	Jun 30, 2026	Janus Investment Fund, not summed
12	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,690,044	2.59%	+157,735	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,442,409	2.49%	-796,455	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	4,250,000	1.65%	-594,000	Jun 30, 2026	Victory Portfolios, not summed
13.2	VictoryShares US EQ Income Enhanced Volatility Wtd ETF Fund S000044753 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	160,962	0.06%	-7,218	Jun 30, 2026	Victory Portfolios II, not summed
13.3	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	118,279	0.05%	+7,558	Jun 30, 2026	Victory Portfolios II, not summed
13.4	VictoryShares US Large Cap High Div Volatility Wtd ETF Fund S000049907 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	87,688	0.03%	0	Jun 30, 2026	Victory Portfolios II, not summed
13.5	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	60,444	0.02%	+292	Jul 31, 2026	Victory Portfolios III, not summed
14	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,582,621	2.16%	+237,754	Jun 30, 2026	carried, not yet filed for the newest quarter
15	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,043,741	1.95%	+2,181,315	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	3,352,678	1.30%	+63,139	Aug 31, 2026	Fidelity Concord Street Trust, not summed
15.2	Select Utilities Portfolio Fund S000007488 · Registered fund · Aug 31, 2026 Fidelity Select Portfolios, not summed	1,646,300	0.64%	+73,500	Aug 31, 2026	Fidelity Select Portfolios, not summed
15.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	979,185	0.38%	+27,761	Jul 31, 2026	Fidelity Salem Street Trust, not summed
15.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	724,711	0.28%	-95,045	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
15.5	Fidelity Telecom and Utilities Fund Fund S000039312 · Registered fund · Jul 31, 2026 Fidelity Select Portfolios, not summed	567,400	0.22%	+160,200	Jul 31, 2026	Fidelity Select Portfolios, not summed
16	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,912,484	1.90%	-75,964	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,553,032	0.99%	+170,663	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.2	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,267,620	0.49%	+82,731	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
16.3	Invesco S&P 500 Equal Weight Utilities ETF Fund S000060790 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	235,532	0.09%	-27,717	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · Aug 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	191,116	0.07%	+1,250	Aug 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
16.5	Invesco NASDAQ Next Gen 100 ETF Fund S000069449 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	150,513	0.06%	+17,947	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
17	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,880,958	1.50%	-15,548	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Franklin Utilities Fund Fund S000006758 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	3,500,000	1.36%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
17.2	Franklin U.S. Equity Index ETF Fund S000053154 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	7,878	0.00%	+871	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
17.3	Franklin U.S. Core Dividend Tilt Index ETF Fund S000053153 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	1,564	0.00%	+129	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
17.4	Franklin Allocation VIP Fund Fund S000017299 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	109	0.00%	—	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
18	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Sep 30, 2026	3,608,498	1.40%	+273,392	Sep 30, 2026
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,392,292	1.31%	+41,117	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	829	0.00%	+9	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
19.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	619	0.00%	+210	Jul 31, 2026	E Trade Trust, not summed
19.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	481	0.00%	+74	Jul 31, 2026	E Trade Trust, not summed
19.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	110	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
20	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,131,630	1.21%	+881,253	Jun 30, 2026	carried, not yet filed for the newest quarter
21	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,016,592	1.17%	-259,668	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Cohen & Steers Global Infrastructure Fund Inc. Fund S000001227 · Registered fund · Jun 30, 2026 COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC, not summed	273,214	0.11%	-38,439	Jun 30, 2026	COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC, not summed
21.2	Cohen & Steers Real Assets Fund, Inc. Fund S000035709 · Registered fund · Jun 30, 2026 Cohen & Steers Real Assets Fund, Inc., not summed	33,805	0.01%	+1,526	Jun 30, 2026	Cohen & Steers Real Assets Fund, Inc., not summed
21.3	Cohen & Steers Infrastructure Opportunities Active ETF Fund S000097367 · Registered fund · Jun 30, 2026 Cohen & Steers ETF Trust, not summed	23,787	0.01%	+10,099	Jun 30, 2026	Cohen & Steers ETF Trust, not summed
22	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,959,836	1.15%	—	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,917,632	1.13%	+1,379,387	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	216,370	0.08%	-15,066	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
23.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	59,292	0.02%	+11,250	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
23.3	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	58,786	0.02%	+9,337	Jul 31, 2026	Goldman Sachs Trust II, not summed
23.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	18,170	0.01%	0	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
23.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	8,725	0.00%	+35	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
24	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,798,362	1.08%	-2,754,858	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	BARCLAYS PLC 13F CIK 312069 · Bank · Sep 30, 2026	2,786,235	1.08%	+147,023	Sep 30, 2026
26	REAVES W H & CO INC 13F CIK 740913 · Investment adviser · Sep 30, 2026	2,772,993	1.07%	-11,693	Sep 30, 2026
27	MAIRS & POWER INC 13F CIK 1070134 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,657,913	1.03%	-231,147	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Mairs & Power Fund Fund S000076014 · Registered fund · Sep 30, 2026 Trust for Professional Managers, not summed	1,445,652	0.56%	-180,000	Sep 30, 2026	Trust for Professional Managers, not summed
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,410,742	0.93%	+40,295	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	714,437	0.28%	+19,349	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	575,780	0.22%	+9,287	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	276,374	0.11%	+1,310	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	156,037	0.06%	+4,715	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	155,078	0.06%	+4,511	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Sep 30, 2026	2,323,083	0.90%	-1,060,521	Sep 30, 2026
29.1	DWS RREEF Real Assets Fund Fund S000032019 · Registered fund · Jun 30, 2026 DEUTSCHE DWS MARKET TRUST, not summed	233,200	0.09%	—	Jun 30, 2026	DEUTSCHE DWS MARKET TRUST, not summed
29.2	DWS RREEF Global Infrastructure Fund Fund S000022444 · Registered fund · Jun 30, 2026 DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed	70,760	0.03%	—	Jun 30, 2026	DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed
29.3	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	12,472	0.00%	+796	Aug 31, 2026	DBX ETF Trust, not summed
29.4	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	7,999	0.00%	-221	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
29.5	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	6,890	0.00%	+746	Aug 31, 2026	DBX ETF Trust, not summed
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,139,993	0.83%	-72,369	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	79,608	0.03%	0	Jun 30, 2026	Northern Funds, not summed
30.2	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	40,110	0.02%	-25,877	Jun 30, 2026	Northern Funds, not summed
30.3	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	10,416	0.00%	-686	Jul 31, 2026	FlexShares Trust, not summed
30.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,484	0.00%	+318	Jul 31, 2026	FlexShares Trust, not summed
31	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,094,866	0.81%	+851,285	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Magellan Asset Management Ltd 13F CIK 1536105 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,987,533	0.77%	-46,913	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	MFG Core Infrastructure Fund Fund S000035417 · Registered fund · Jun 30, 2026 MFG Funds, Inc., not summed	13,808	0.01%	-561	Jun 30, 2026	MFG Funds, Inc., not summed
33	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,887,114	0.73%	-244,756	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,876,090	0.73%	—	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	DUFF & PHELPS INVESTMENT MANAGEMENT CO 13F CIK 765443 · Registered investment adviser · Sep 30, 2026	1,783,010	0.69%	-181,315	Sep 30, 2026
36	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,713,259	0.66%	-52,908	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · Aug 31, 2026 VANGUARD WORLD FUND, not summed	1,628,531	0.63%	-7,714	Aug 31, 2026	VANGUARD WORLD FUND, not summed
38	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Sep 30, 2026	1,480,304	0.57%	+414,520	Sep 30, 2026
38.1	THRIVENT MID CAP STOCK FUND Fund S000001345 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	559,310	0.22%	-2,291	Jul 31, 2026	Thrivent Mutual Funds, not summed
38.2	THRIVENT MID CAP STOCK PORTFOLIO Fund S000001420 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	341,547	0.13%	-4,674	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
38.3	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	17,697	0.01%	+650	Jul 31, 2026	Thrivent Mutual Funds, not summed
38.4	THRIVENT MID CAP VALUE PORTFOLIO Fund S000068346 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	9,617	0.00%	0	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
38.5	THRIVENT LARGE CAP INDEX PORTFOLIO Fund S000001430 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	9,519	0.00%	-211	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
39	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,461,303	0.57%	+18,354	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,450,067	0.56%	+1,969	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	1,438,459	0.56%	-32,420	Sep 30, 2026
41.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	21,193	0.01%	+22	Jul 31, 2026	BNY Mellon ETF Trust, not summed
42	JOHNSON INVESTMENT COUNSEL INC 13F CIK 821197 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,435,378	0.56%	-250,642	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	JOHNSON EQUITY INCOME FUND Fund S000005714 · Registered fund · Jun 30, 2026 Johnson Mutual Funds Trust, not summed	89,310	0.03%	-128,400	Jun 30, 2026	Johnson Mutual Funds Trust, not summed
43	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	1,432,383	0.55%	+4,205	Sep 30, 2026
43.1	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	236,759	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
43.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	209,557	0.08%	+4,179	Jul 31, 2026	Dimensional ETF Trust, not summed
43.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	189,574	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
43.4	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	78,289	0.03%	+1,370	Jul 31, 2026	Dimensional ETF Trust, not summed
43.5	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	56,915	0.02%	-1,366	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
44	Merewether Investment Management, LP 13F CIK 1736852 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,412,803	0.55%	+1,412,803	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,400,795	0.54%	-47,707	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
46	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,345,323	0.52%	+212,421	Jun 30, 2026	carried, not yet filed for the newest quarter
47	PGIM Jennison Utility Fund Fund S000004382 · Registered fund · Aug 31, 2026 Prudential Sector Funds, Inc., not summed	1,333,042	0.52%	-25,497	Aug 31, 2026	Prudential Sector Funds, Inc., not summed
48	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,327,963	0.51%	+4,376	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Neuberger Multi-Cap Opportunities Fund Fund S000013718 · Registered fund · Aug 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	62,000	0.02%	-12,000	Aug 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
48.2	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · Aug 31, 2026 Neuberger Berman ETF Trust, not summed	24,090	0.01%	-27,330	Aug 31, 2026	Neuberger Berman ETF Trust, not summed
48.3	Neuberger Core Equity ETF Fund S000085748 · Registered fund · Aug 31, 2026 Neuberger Berman ETF Trust, not summed	8,970	0.00%	+1,505	Aug 31, 2026	Neuberger Berman ETF Trust, not summed
49	CITIGROUP INC 13F CIK 831001 · Bank · Sep 30, 2026	1,317,886	0.51%	+416,823	Sep 30, 2026
50	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	1,289,116	0.50%	+102,357	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · Aug 31, 2026 UBS INVESTMENT TRUST, not summed	316	0.00%	-26	Aug 31, 2026	UBS INVESTMENT TRUST, not summed
50.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	161	0.00%	+45	Jun 30, 2026	UBS FUNDS, not summed

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Key facts CIK 352541 CUSIP 018802108 13F (30d) 442 filings 398 filers Visit website Investor relations