LW · Lamb Weston Holdings, Inc. · Shareholders & Ownership

$54.80 +1.69 (+3.17%)

S&P 600 member Russell 1000 member Rebalance outlook locked

Market Cap

$7.32B

137.78M

Volume · Oct 22 938.15K Avg daily vol (3M) 2.05M

Every disclosed holder of LW 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 LW

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)	562	130,189,496	94.49%	Yes
Insiders (Forms 3, 4, 5)	27	2,256,003	1.64%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	5,334,948	3.87%	Rest
Registered funds (N-PORT, not summed)	368	50,958,689	36.99%	No

Shares outstanding: 137,780,447, 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 LW

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	16,912,375	12.27%	-728,358	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	8,318,109	6.04%	-22,528	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,188,621	0.86%	-168,023	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	541,662	0.39%	+25,922	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	429,646	0.31%	+49,856	Jul 31, 2026	iShares Trust, not summed
1.5	BlackRock High Yield Portfolio Fund S000062360 · Registered fund · Jun 30, 2026 BlackRock Funds V, not summed	304,382	0.22%	0	Jun 30, 2026	BlackRock Funds V, not summed
2	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,167,460	6.65%	-299,721	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	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	4,602,298	3.34%	-82,744	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
2.2	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	228,461	0.17%	+69,126	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
2.3	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	205,008	0.15%	+68,998	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
2.4	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	64,758	0.05%	-19,208	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
2.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	23,862	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,039,041	5.83%	-132,347	Jun 30, 2026	carried, not yet filed for the newest quarter
4	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,114,830	5.16%	-181,134	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	JPMORGAN CHASE & CO 13G CIK 19617 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,889,942	5.00%	-180,851	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,995,487	4.35%	-244,371	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Starboard Value LP 13F CIK 1517137 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,733,982	4.16%	-381,000	Jun 30, 2026	carried, not yet filed for the newest quarter
7	JANA Partners Management, LP 13F CIK 1998597 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,394,635	3.92%	+386,000	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	JANA Partners Management, LP Insider CIK 1998597 · Apr 15, 2026 Director, 10% Owner, issuer-wide, not summed	10,747,960	7.80%	+350,000	Apr 15, 2026	Director, 10% Owner, issuer-wide, not summed
8	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,927,106	3.58%	+2,830,882	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	412,480	0.30%	+232,943	Jun 30, 2026	AQR Funds, not summed
8.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	238,606	0.17%	+182,676	Jun 30, 2026	AQR Funds, not summed
8.3	AQR Macro Opportunities Fund Fund S000044524 · Registered fund · Jun 30, 2026 AQR Funds, not summed	32,931	0.02%	+5,725	Jun 30, 2026	AQR Funds, not summed
8.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	25,582	0.02%	—	Jun 30, 2026	AQR Funds, not summed
8.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,970	0.00%	—	Jun 30, 2026	AQR Funds, not summed
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,869,644	3.53%	+294,120	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,266,268	0.92%	+8,466	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	720,197	0.52%	-7,127	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	47,300	0.03%	-300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9.4	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	29,598	0.02%	+360	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.5	State Street(R) SPDR(R) Russell 1000 Yield Focus ETF Fund S000051787 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	28,620	0.02%	-8,941	Jun 30, 2026	SPDR SERIES TRUST, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,164,833	3.02%	-268,076	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,822,123	2.77%	+1,575,145	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Fidelity Series Large Cap Stock Fund Fund S000039214 · Registered fund · Jun 30, 2026 Fidelity Hastings Street Trust, not summed	894,491	0.65%	+411,000	Jun 30, 2026	Fidelity Hastings Street Trust, not summed
11.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	877,400	0.64%	+516,016	May 31, 2026	Fidelity Rutland Square Trust II, not summed
11.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	714,004	0.52%	—	May 31, 2026	Fidelity Concord Street Trust, not summed
11.4	Fidelity Growth and Income Portfolio Fund S000007198 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	615,000	0.45%	+132,500	Jul 31, 2026	Fidelity Securities Fund, not summed
11.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	499,773	0.36%	+1,628	Jul 31, 2026	Fidelity Salem Street Trust, not summed
12	CONTINENTAL GRAIN CO 13F CIK 929607 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,569,080	2.59%	+935,000	Jun 30, 2026	carried, not yet filed for the newest quarter
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,345,828	2.43%	+603,620	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	555,149	0.40%	+4,218	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	448,512	0.33%	+25,791	Jul 31, 2026	Dimensional ETF Trust, not summed
13.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	430,978	0.31%	+367,726	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	367,362	0.27%	+303,828	Jul 31, 2026	Dimensional ETF Trust, not summed
13.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	245,733	0.18%	+13,711	Jul 31, 2026	Dimensional ETF Trust, not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,009,092	2.18%	-193,132	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,456,090	1.78%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,342,274	1.70%	-26,330	Jun 30, 2026	carried, not yet filed for the newest quarter
17	BROOKFIELD Corp /ON/ 13F CIK 1001085 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,226,311	1.62%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,905,592	1.38%	-133,598	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Douglas Lane & Associates, LLC 13F CIK 1672594 · Registered investment adviser · Sep 30, 2026	1,811,598	1.31%	+129,243	Sep 30, 2026
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,583,688	1.15%	+32,937	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,563,242	1.13%	-79,175	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	137	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
22	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,516,642	1.10%	-43,166	Jun 30, 2026	carried, not yet filed for the newest quarter
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,511,691	1.10%	+784,367	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	4,860	0.00%	+24	May 31, 2026	Goldman Sachs ETF Trust II, not summed
23.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,371	0.00%	+2,233	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
23.3	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,642	0.00%	-108	May 31, 2026	Goldman Sachs ETF Trust, not summed
24	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,244,438	0.90%	+301,112	Jun 30, 2026	carried, not yet filed for the newest quarter
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,230,797	0.89%	+32,643	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	375,708	0.27%	-511	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	146,863	0.11%	+4,191	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	113,163	0.08%	+9,700	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	81,923	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	81,305	0.06%	+958	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,214,056	0.88%	+523,563	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	241,300	0.18%	—	Jul 31, 2026	Principal Funds, Inc, not summed
26.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	101,728	0.07%	-7,436	Jul 31, 2026	Principal Funds, Inc, not summed
26.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	50,600	0.04%	+7,700	Jul 31, 2026	Principal Funds, Inc, not summed
26.4	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	21,700	0.02%	—	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
26.5	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,951	0.00%	+1,053	Jul 31, 2026	Principal Funds, Inc, not summed
27	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,193,167	0.87%	-8,330	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	5,211	0.00%	+237	Jul 31, 2026	BNY Mellon ETF Trust, not summed
28	ROYAL LONDON ASSET MANAGEMENT LTD 13F CIK 863748 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,076,579	0.78%	+10,398	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	998,645	0.72%	+46,750	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	28,124	0.02%	+22,888	Jul 31, 2026	FlexShares Trust, not summed
29.2	Multi-Manager High Yield Opportunity Fund Fund S000026479 · Registered fund · Jun 30, 2026 Northern Funds, not summed	697	0.00%	0	Jun 30, 2026	Northern Funds, not summed
30	BRANDES INVESTMENT PARTNERS, LP 13F CIK 1015079 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	963,237	0.70%	+20,953	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Brandes Small Cap Value Fund Fund S000084888 · Registered fund · Jun 30, 2026 Datum One Series Trust, not summed	273,063	0.20%	+33,211	Jun 30, 2026	Datum One Series Trust, not summed
31	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	922,194	0.67%	-862,568	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	868,102	0.63%	+4,610	Jun 30, 2026	carried, not yet filed for the newest quarter
33	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	799,990	0.58%	-367,964	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Clarkston Capital Partners, LLC 13F CIK 1562855 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	791,480	0.57%	-199,225	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Clarkston Partners Fund Fund S000050589 · Registered fund · Jun 30, 2026 ALPS SERIES TRUST, not summed	220,000	0.16%	-20,000	Jun 30, 2026	ALPS SERIES TRUST, not summed
34.2	Clarkston Founders Fund Fund S000053615 · Registered fund · Jun 30, 2026 ALPS SERIES TRUST, not summed	46,000	0.03%	-84,000	Jun 30, 2026	ALPS SERIES TRUST, not summed
34.3	Clarkston Fund Fund S000050590 · Registered fund · Jun 30, 2026 ALPS SERIES TRUST, not summed	29,200	0.02%	-55,800	Jun 30, 2026	ALPS SERIES TRUST, not summed
35	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	789,030	0.57%	+31,962	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
36	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	780,000	0.57%	-54,000	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	728,031	0.53%	+36,347	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD CONSUMER STAPLES INDEX FUND Fund S000004447 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	699,768	0.51%	+41,971	May 31, 2026	VANGUARD WORLD FUND, not summed
39	Craps Jan Eli B Insider CIK 2107955 · Jul 28, 2026 Director, Executive Chair, issuer-wide	689,168	0.50%	+71,521	Jul 28, 2026	Director, Executive Chair, issuer-wide
40	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	681,672	0.49%	+267,454	Jun 30, 2026	carried, not yet filed for the newest quarter
41	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	581,521	0.42%	+115,419	Jun 30, 2026	carried, not yet filed for the newest quarter
42	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	579,579	0.42%	+122,776	Jun 30, 2026	carried, not yet filed for the newest quarter
43	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	550,666	0.40%	+224,768	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	First Trust Morningstar Dividend Leaders Index Fund Fund S000010976 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	220,096	0.16%	—	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
43.2	First Trust Consumer Staples AlphaDEX Fund Fund S000017697 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	129,621	0.09%	-59,290	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
43.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	71,562	0.05%	+7,126	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
43.4	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	15,007	0.01%	-6,538	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
43.5	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	3,319	0.00%	-838	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
44	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	530,791	0.39%	+1,303	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
45	STALEY CAPITAL ADVISERS INC 13F CIK 1106565 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	503,330	0.37%	+84,870	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	499,335	0.36%	+63,717	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Janus Henderson Mid Cap Value Fund Fund S000010471 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	398,738	0.29%	+57,860	Jun 30, 2026	Janus Investment Fund, not summed
46.2	Janus Henderson VIT Mid Cap Value Portfolio Fund S000010397 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	24,186	0.02%	+3,570	Jun 30, 2026	Janus Aspen Series, not summed
47	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	480,668	0.35%	—	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
48	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	474,371	0.34%	-22,480	Jun 30, 2026	carried, not yet filed for the newest quarter
49	LONDON CO OF VIRGINIA 13F CIK 1259887 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	474,139	0.34%	-1,495,740	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	470,953	0.34%	-21,403	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	165,840	0.12%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
50.2	Invesco S&P SmallCap Consumer Staples ETF Fund S000028296 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	96,574	0.07%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
50.3	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	38,416	0.03%	+5,206	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
50.4	Invesco Russell 1000 Equal Weight ETF Fund S000047524 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	32,064	0.02%	+10,757	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
50.5	Invesco RAFI Strategic US ETF Fund S000062831 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	3,792	0.00%	+273	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed

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Key facts CIK 1679273 CUSIP 513272104 13F (30d) 97 filings 96 filers Visit website Investor relations