MDB · MongoDB, Inc. · Shareholders & Ownership

$365.00 +16.31 (+4.68%)

Russell 1000 member Rebalance outlook locked

Market Cap

$28.09B

80.56M

Volume · Oct 20 1.35M Avg daily vol (3M) 2.17M

Every disclosed holder of MDB 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 MDB

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)	891	74,384,316	92.34%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	6,172,025	7.66%	Rest
Registered funds (N-PORT, not summed)	664	25,547,368	31.71%	No

Shares outstanding: 80,556,341, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 MDB

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	6,342,387	7.87%	+616,960	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	418,567	0.52%	+367,982	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	320,872	0.40%	+19,250	Jun 30, 2026	iShares Trust, not summed
1.3	BlackRock Mid-Cap Growth Equity Portfolio Fund S000001505 · Registered fund · May 29, 2026 BlackRock Funds, not summed	312,871	0.39%	-32,831	May 29, 2026	BlackRock Funds, not summed
1.4	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	271,018	0.34%	+240,065	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Future AI & Tech ETF Fund S000062201 · Registered fund · Jun 30, 2026 iShares Trust, not summed	104,193	0.13%	+21,946	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,478,068	5.56%	-23,454	Jun 30, 2026	carried, not yet filed for the newest quarter
3	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,660,780	4.54%	+1,467,897	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Select Technology Portfolio Fund S000007484 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	1,254,986	1.56%	+354,000	May 31, 2026	Fidelity Select Portfolios, not summed
3.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	419,668	0.52%	-6,251	May 31, 2026	Fidelity Concord Street Trust, not summed
3.3	Select Software and IT Services Portfolio Fund S000007483 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	416,300	0.52%	+90,500	May 31, 2026	Fidelity Select Portfolios, not summed
3.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	295,323	0.37%	+3,197	Jul 31, 2026	Fidelity Salem Street Trust, not summed
3.5	VIP Technology Portfolio Fund S000007755 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund IV, not summed	169,484	0.21%	+71,900	Jun 30, 2026	Variable Insurance Products Fund IV, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,500,977	4.35%	-17,862	Jun 30, 2026	carried, not yet filed for the newest quarter
5	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 13F CIK 1694217 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,514,942	3.12%	+561,767	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,428,006	3.01%	-32,186	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,074,569	2.58%	-17,917	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	T. Rowe Price Large-Cap Growth Fund Fund S000002095 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	345,511	0.43%	-129,718	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
7.2	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	318,385	0.40%	-215	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
7.3	T. Rowe Price Science & Technology Fund, Inc. Fund S000002119 · Registered fund · Jun 30, 2026 T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC., not summed	132,960	0.17%	—	Jun 30, 2026	T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC., not summed
7.4	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	83,085	0.10%	+66,305	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
7.5	T. Rowe Price Institutional Mid-Cap Equity Growth Fund Fund S000002092 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	35,760	0.04%	-2,840	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,934,054	2.40%	+89,936	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	27,170	0.03%	-840	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.2	State Street U.S. Core Equity Fund Fund S000071466 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	19,907	0.02%	—	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.3	State Street Institutional U.S. Equity Fund Fund S000001633 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	1,596	0.00%	—	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
8.4	State Street(R) SPDR(R) FactSet Innovative Technology ETF Fund S000051577 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,558	0.00%	-7	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	State Street Premier Growth Equity V.I.S. Fund Fund S000001647 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,010	0.00%	-213	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
9	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,656,970	2.06%	-12,919	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,554,896	1.93%	+27,054	Jun 30, 2026	carried, not yet filed for the newest quarter
11	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,503,774	1.87%	+191,644	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	63,620	0.08%	0	Jun 30, 2026	AQR Funds, not summed
11.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	28,365	0.04%	-5,358	Jun 30, 2026	AQR Funds, not summed
11.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	26,439	0.03%	-11,200	Jun 30, 2026	AQR Funds, not summed
11.4	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	15,203	0.02%	+6,089	Jun 30, 2026	AQR Funds, not summed
11.5	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	12,079	0.02%	-471	Jun 30, 2026	AQR Funds, not summed
12	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,404,430	1.74%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
13	MERRIMAN DWIGHT A Insider CIK 1237858 · Oct 9, 2026 Director, issuer-wide, not summed	1,401,849	1.74%	—	Oct 9, 2026	Director, issuer-wide, not summed
14	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,263,690	1.57%	+371,946	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	MFS Growth Fund Fund S000002419 · Registered fund · May 31, 2026 MFS Series Trust II, not summed	331,194	0.41%	-2,902	May 31, 2026	MFS Series Trust II, not summed
14.2	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	229,398	0.28%	+39,427	May 31, 2026	MFS Series Trust IV, not summed
14.3	MFS Technology Fund Fund S000000768 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	56,153	0.07%	-714	May 31, 2026	MFS SERIES TRUST I, not summed
14.4	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	35,467	0.04%	-9,328	May 31, 2026	MFS SERIES TRUST I, not summed
14.5	MFS Growth Series Fund S000002673 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	21,143	0.03%	+3,982	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
15	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	1,167,644	1.45%	+83,101	Jun 30, 2026	carried, not yet filed for the newest quarter
16	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,057,918	1.31%	+593,507	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,031,417	1.28%	+127,563	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	219,843	0.27%	+38,201	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
17.2	Invesco Main Street Fund Fund S000064632 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	179,530	0.22%	+44,597	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
17.3	Invesco Technology Fund Fund S000000160 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	152,551	0.19%	+13,947	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
17.4	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	83,294	0.10%	+1,549	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
17.5	Invesco Summit Fund Fund S000022173 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	44,100	0.05%	-2,340	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,017,661	1.26%	-200,335	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	475	0.00%	+201	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
18.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	160	0.00%	+34	Jul 31, 2026	E Trade Trust, not summed
18.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	117	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
18.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	63	0.00%	+26	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
19	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,017,247	1.26%	+12	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	994,277	1.23%	-22,296	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	921,626	1.14%	+13,132	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	873,254	1.08%	+524,682	Jun 30, 2026	carried, not yet filed for the newest quarter
23	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	846,004	1.05%	+3,275	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	513,588	0.64%	+1,000	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
23.2	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	173,466	0.22%	0	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
23.3	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	80,716	0.10%	+6,351	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
24	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	796,802	0.99%	-28,131	May 31, 2026	VANGUARD WORLD FUND, not summed
25	Harel Insurance Investments & Financial Services Ltd. 13F CIK 1429390 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	739,460	0.92%	+189,490	Jun 30, 2026	carried, not yet filed for the newest quarter
26	SRS Investment Management, LLC 13F CIK 1503174 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	738,611	0.92%	+211,669	Jun 30, 2026	carried, not yet filed for the newest quarter
27	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	710,220	0.88%	-221,350	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	694,003	0.86%	-339,817	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Polar Capital Holdings Plc 13F CIK 1837309 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	689,071	0.86%	+358,280	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	667,168	0.83%	+362,884	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	261,715	0.32%	+199,909	Jun 30, 2026	College Retirement Equities Fund, not summed
30.2	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	154,508	0.19%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
30.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	65,063	0.08%	-1,135	Jul 31, 2026	TIAA-CREF Funds, not summed
30.4	Nuveen ESG Large-Cap Growth ETF Fund S000055811 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	62,299	0.08%	-6,765	Jul 31, 2026	NuShares ETF Trust, not summed
30.5	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	39,745	0.05%	+35,448	Jul 31, 2026	TIAA-CREF Funds, not summed
31	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	599,967	0.74%	-64,601	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	585,861	0.73%	-2,257	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	583,543	0.72%	+38,843	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	580,856	0.72%	+170	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	575,501	0.71%	+37,877	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Employees Provident Fund Board 13F CIK 1600177 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	565,940	0.70%	-18,619	Jun 30, 2026	carried, not yet filed for the newest quarter
37	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	565,569	0.70%	-339,074	Jun 30, 2026	carried, not yet filed for the newest quarter
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	544,330	0.68%	+27,194	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,580	0.00%	-10	Jul 31, 2026	FlexShares Trust, not summed
39	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	525,212	0.65%	-84,357	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	514,868	0.64%	+11,659	Jun 30, 2026	carried, not yet filed for the newest quarter
41	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	502,346	0.62%	-8,881	Sep 30, 2026
41.1	Congress Large Cap Growth ETF Fund S000081385 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	28,822	0.04%	-600	Jul 31, 2026	Professionally Managed Portfolios, not summed
41.2	Congress Large Cap Growth Fund Fund S000025205 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	20,500	0.03%	0	Jul 31, 2026	Professionally Managed Portfolios, not summed
41.3	Congress Mid Cap Growth Fund Fund S000038711 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	7,825	0.01%	+3,400	Jul 31, 2026	Professionally Managed Portfolios, not summed
42	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	500,548	0.62%	+238,646	Jun 30, 2026	carried, not yet filed for the newest quarter
43	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	500,000	0.62%	0	Jun 30, 2026	New Perspective Fund, not summed
44	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	495,634	0.62%	-59,671	Jun 30, 2026	carried, not yet filed for the newest quarter
45	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	486,065	0.60%	+20,364	Jun 30, 2026	carried, not yet filed for the newest quarter
46	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	474,239	0.59%	+62,908	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	38,774	0.05%	+15,437	May 31, 2026	Goldman Sachs Trust, not summed
46.2	Goldman Sachs Mid Cap Growth Fund Fund S000009321 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	22,476	0.03%	+9,548	May 31, 2026	Goldman Sachs Trust, not summed
46.3	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	20,649	0.03%	+12,701	May 31, 2026	Goldman Sachs ETF Trust, not summed
46.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	13,157	0.02%	+3,302	May 31, 2026	Goldman Sachs ETF Trust, not summed
46.5	Goldman Sachs Future Tech Leaders Equity ETF Fund S000071430 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	4,065	0.01%	-3,861	May 31, 2026	Goldman Sachs ETF Trust, not summed
47	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	458,030	0.57%	+50,681	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	174,019	0.22%	+17,502	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
47.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	86,052	0.11%	+1,513	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
47.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	48,490	0.06%	+36	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
47.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	47,858	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
47.5	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	25,517	0.03%	-469	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
48	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	457,555	0.57%	-22,723	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	DWS Science and Technology Fund Fund S000031522 · Registered fund · Jul 31, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	83,727	0.10%	0	Jul 31, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
48.2	DWS Capital Growth Fund Fund S000005705 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	57,049	0.07%	-780	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
48.3	DWS Capital Growth VIP Fund S000006245 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES I, not summed	24,892	0.03%	-851	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES I, not summed
48.4	DWS Large Cap Focus Growth Fund Fund S000005707 · Registered fund · Jul 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	11,500	0.01%	0	Jul 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
48.5	DWS Digital Horizons Fund Fund S000032042 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	1,307	0.00%	0	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
49	Kinetic Partners Management, LP 13F CIK 1911448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	417,606	0.52%	+380,439	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	399,032	0.50%	-22,496	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	6,845	0.01%	+8	Jul 31, 2026	BNY Mellon ETF Trust, not summed

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Key facts CIK 1441816 CUSIP 60937P106 13F (30d) 116 filings 110 filers Visit website Investor relations