LULU · lululemon athletica inc. · Shareholders & Ownership

$102.70 +6.17 (+6.39%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$10.19B

105.59M

Volume · Oct 22 6.79M Avg daily vol (3M) 4.89M

Every disclosed holder of LULU 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 LULU

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)	843	82,358,705	78.00%	Yes
Insiders (Forms 3, 4, 5)	19	435,975	0.41%	Yes
13D/G-only blocks	1	9,570,851	9.06%	Yes
Remaining	—	13,228,533	12.53%	Rest
Registered funds (N-PORT, not summed)	614	31,882,937	30.19%	No

Shares outstanding: 105,594,064, 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 LULU

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	Dennis J. Wilson 13D CIK 1407029 · Unknown · Sep 1, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands	9,570,851	9.06%	-5,713	Sep 1, 2026
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,850,632	8.38%	-650,916	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,440,585	1.36%	+67,981	Jun 30, 2026	iShares Trust, not summed
2.2	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	989,074	0.94%	-404,709	Jul 31, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	409,638	0.39%	+18,166	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	223,234	0.21%	+121,590	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	172,152	0.16%	-13,836	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	6,830,001	6.47%	-100,621	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	5,048,153	4.78%	-123,179	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	4,517,466	4.28%	-3,860	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF Fund S000006408 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	588,556	0.56%	+18,784	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	249,908	0.24%	+25,961	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	127,390	0.12%	+1,069	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	40,300	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	22,987	0.02%	+280	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,625,210	3.43%	+622,443	Jun 30, 2026	carried, not yet filed for the newest quarter
7	LIPO Investments (USA), Inc. 13D CIK 2003936 · Unknown · Dec 12, 2025 not summed	3,401,596	3.22%	0	Dec 12, 2025	not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,316,826	3.14%	-68,315	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,970,005	2.81%	-131,320	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,712,167	2.57%	+418	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	2,331,706	2.21%	+515,082	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	1,567,050	1.48%	+530,592	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.2	Invesco S&P 500 GARP ETF Fund S000032768 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	206,731	0.20%	+49,669	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.3	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	82,587	0.08%	+11,486	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
11.4	Invesco S&P 500 High Beta ETF Fund S000030963 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	65,945	0.06%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.5	Invesco NASDAQ Next Gen 100 ETF Fund S000069449 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	57,953	0.05%	+7,394	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
12	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,025,858	1.92%	+2,017,697	Jun 30, 2026	carried, not yet filed for the newest quarter
13	FLOSSBACH VON STORCH SE 13F CIK 1575677 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,816,360	1.72%	-41,545	Jun 30, 2026	carried, not yet filed for the newest quarter
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,618,224	1.53%	-209,276	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	346	0.00%	-5	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
14.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	209	0.00%	+44	Jul 31, 2026	E Trade Trust, not summed
14.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	139	0.00%	+7	Jul 31, 2026	E Trade Trust, not summed
14.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	46	0.00%	-2	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,315,759	1.25%	+617,340	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs ActiveBeta World Equity ETF Fund S000075069 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	18,533	0.02%	+7,353	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	18,254	0.02%	+8,816	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
15.3	Goldman Sachs Global Managed Beta Fund Fund S000048066 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	7,063	0.01%	0	May 31, 2026	GOLDMAN SACHS TRUST, not summed
15.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	5,212	0.00%	-171	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	3,477	0.00%	+18	May 31, 2026	Goldman Sachs ETF Trust II, not summed
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,198,276	1.13%	—	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,132,239	1.07%	-1,169,529	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,077,155	1.02%	+106,359	Jun 30, 2026	carried, not yet filed for the newest quarter
19	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,074,188	1.02%	+489,610	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,031,854	0.98%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	977,992	0.93%	+397,932	Jun 30, 2026	carried, not yet filed for the newest quarter
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	945,232	0.90%	+76,985	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	232,627	0.22%	-5,587	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	226,635	0.21%	+19,624	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	112,992	0.11%	+2,663	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.4	Schwab Fundamental International Equity ETF Fund S000040879 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	74,253	0.07%	+22,558	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	63,552	0.06%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	928,957	0.88%	+447,381	Jun 30, 2026	carried, not yet filed for the newest quarter
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	916,976	0.87%	-74,019	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	30,668	0.03%	+2,637	Jun 30, 2026	Northern Funds, not summed
24.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,431	0.00%	-546	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	1,896	0.00%	-722	Jul 31, 2026	FlexShares Trust, not summed
24.4	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	935	0.00%	+23	Jul 31, 2026	FlexShares Trust, not summed
24.5	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	450	0.00%	-77	Jul 31, 2026	FlexShares Trust, not summed
25	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	908,869	0.86%	-3,395,147	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,366,066	1.29%	-7,245	May 31, 2026	Fidelity Concord Street Trust, not summed
25.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	377,960	0.36%	-2,272	Jul 31, 2026	Fidelity Salem Street Trust, not summed
25.3	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	260,641	0.25%	-390,000	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
25.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	201,934	0.19%	+55	May 31, 2026	Fidelity Concord Street Trust, not summed
25.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	162,918	0.15%	+3,219	May 31, 2026	Fidelity Concord Street Trust, not summed
26	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	901,601	0.85%	-594,265	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	139,583	0.13%	+56,489	Jun 30, 2026	AQR Funds, not summed
26.2	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	9,113	0.01%	—	Jun 30, 2026	AQR Funds, not summed
27	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	881,587	0.83%	-125,980	Jun 30, 2026	carried, not yet filed for the newest quarter
28	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	867,827	0.82%	-79,339	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	867,714	0.82%	-576,767	Jun 30, 2026	VANGUARD INDEX 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	821,585	0.78%	+4,901	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	PACE International Equity Investments Fund S000002975 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	19,673	0.02%	0	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
30.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	76	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
30.3	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
31	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	771,946	0.73%	-211,811	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	758,780	0.72%	—	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	Federated Hermes MDT Mid Cap Growth Fund Fund S000009733 · Registered fund · Jul 31, 2026 Federated Hermes Equity Funds, not summed	758,606	0.72%	-319,084	Jul 31, 2026	Federated Hermes Equity Funds, not summed
34	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	722,989	0.68%	+722,989	Jun 30, 2026	carried, not yet filed for the newest quarter
35	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	705,726	0.67%	+231,571	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	DWS Core Equity Fund Fund S000005706 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	163,694	0.16%	—	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
35.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	4,510	0.00%	-3,155	May 29, 2026	DBX ETF Trust, not summed
35.3	DWS Core Equity VIP Fund S000006247 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES I, not summed	3,896	0.00%	—	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES I, not summed
35.4	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	3,174	0.00%	-263	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
35.5	Xtrackers Net Zero Pathway Paris Aligned US Equity ETF Fund S000076557 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	1,479	0.00%	-1	May 29, 2026	DBX ETF Trust, not summed
36	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	696,292	0.66%	+680,738	Jun 30, 2026	carried, not yet filed for the newest quarter
37	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	674,081	0.64%	+230,865	Jun 30, 2026	carried, not yet filed for the newest quarter
38	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	646,338	0.61%	-561,873	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	100,356	0.10%	—	Jul 31, 2026	Dimensional ETF Trust, not summed
38.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	73,092	0.07%	—	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
38.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	63,716	0.06%	-4,502	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
38.4	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	49,355	0.05%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
38.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	44,161	0.04%	-45,674	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
39	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	615,192	0.58%	-231,189	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	595,557	0.56%	+26,101	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	587,246	0.56%	-20,812	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	569,256	0.54%	-32,605	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
43	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	546,587	0.52%	+238,551	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Disciplined Value Fund Fund S000005979 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	5,366	0.01%	—	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
44	Bridge Builder Large Cap Value Fund Fund S000048335 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	542,686	0.51%	+540,773	Jun 30, 2026	Bridge Builder Trust, not summed
45	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	533,719	0.51%	+52,945	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	519,894	0.49%	+190,650	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Gotham Absolute Return Fund Fund S000038174 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	29,275	0.03%	+22,528	Jun 30, 2026	FundVantage Trust, not summed
46.2	Gotham Index Plus Fund Fund S000048690 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	12,457	0.01%	—	Jun 30, 2026	FundVantage Trust, not summed
46.3	Gotham Enhanced Return Fund Fund S000040832 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	5,018	0.00%	+4,260	Jun 30, 2026	FundVantage Trust, not summed
46.4	Gotham Neutral Fund Fund S000041944 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	3,755	0.00%	+2,761	Jun 30, 2026	FundVantage Trust, not summed
46.5	Gotham Large Value Fund Fund S000051786 · Registered fund · Jun 30, 2026 FundVantage Trust, not summed	341	0.00%	0	Jun 30, 2026	FundVantage Trust, not summed
47	M&G PLC 13F CIK 1802539 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	488,048	0.46%	+205,299	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	452,151	0.43%	-218,504	Jun 30, 2026	carried, not yet filed for the newest quarter
49	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	437,023	0.41%	+129,876	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	428,878	0.41%	-114,009	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	8,486	0.01%	+8	Jul 31, 2026	BNY Mellon ETF Trust, not summed
50.2	BNY Mellon Innovators ETF Fund S000080183 · Registered fund · Aug 29, 2025 BNY Mellon ETF Trust, not summed	780	0.00%	0	Aug 29, 2025	BNY Mellon ETF Trust, not summed

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Key facts CIK 1397187 CUSIP 550021109 13F (30d) 144 filings 128 filers Visit website Investor relations