MET · Metlife Inc · Shareholders & Ownership

$102.89 +2.22 (+2.21%) At close · Nov 4 Earnings today Play latest call Q2 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$63.97B

635.48M

Volume · Nov 4 5.41M Avg daily vol (3M) 3.12M

Every disclosed holder of MET 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 MET

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)	1,509	485,031,518	76.33%	Yes
Insiders (Forms 3, 4, 5)	25	2,017,436	0.32%	Yes
13D/G-only blocks	1	102,098,469	16.07%	Yes
Remaining	—	46,329,504	7.29%	Rest
Registered funds (N-PORT, not summed)	825	212,189,731	33.39%	No

Shares outstanding: 635,476,927, 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 MET

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	Board of Directors of MetLife, Inc., as an entity 13D CIK 1111726 · Insurance company · Aug 6, 2026 Item 4 purpose: Other	102,098,469	16.07%	-1,786,727	Aug 6, 2026
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	51,786,925	8.15%	+363,045	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	7,434,355	1.17%	+354,843	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	3,059,878	0.48%	-16,180	Jul 31, 2026	iShares Trust, not summed
2.3	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,392,142	0.22%	-170,986	Jul 31, 2026	iShares Trust, not summed
2.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,206,463	0.19%	-71,350	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	888,545	0.14%	-62,510	Jun 30, 2026	iShares Trust, not summed
3	Dodge & Cox 13F CIK 200217 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	48,431,150	7.62%	-2,683,626	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Dodge & Cox Stock Fund Fund S000011202 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	34,628,342	5.45%	-2,969,200	Jun 30, 2026	Dodge & Cox Funds, not summed
3.2	Dodge & Cox Balanced Fund Fund S000011204 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	1,212,390	0.19%	-275,300	Jun 30, 2026	Dodge & Cox Funds, not summed
3.3	Dodge & Cox Global Stock Fund Fund S000022057 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	1,142,500	0.18%	-62,700	Jun 30, 2026	Dodge & Cox Funds, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	35,483,789	5.58%	-373,028	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	30,031,431	4.73%	-782,010	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	25,336,999	3.99%	+116,610	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	3,655,602	0.58%	-73,583	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
6.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,289,247	0.20%	+132,153	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	657,525	0.10%	+6,871	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	217,370	0.03%	+19,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.5	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	103,807	0.02%	-8,399	Jun 30, 2026	SPDR SERIES TRUST, 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	21,284,689	3.35%	-1,502,549	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	4,235,000	0.67%	-110,000	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
7.2	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	1,736,763	0.27%	-13,864	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
7.3	T. Rowe Price Large-Cap Value Fund Fund S000002093 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	524,193	0.08%	-175,950	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
7.4	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	459,221	0.07%	-53,755	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
7.5	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	340,531	0.05%	-3,845	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	17,364,674	2.73%	-231,165	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	14,003,804	2.20%	+17,412	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	13,309,884	2.09%	+65,608	Jun 30, 2026	carried, not yet filed for the newest quarter
11	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	12,532,097	1.97%	+1,411,340	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,794	0.00%	-117	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
11.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,153	0.00%	+173	Jul 31, 2026	E Trade Trust, not summed
11.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	910	0.00%	+184	Jul 31, 2026	E Trade Trust, not summed
11.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	237	0.00%	-22	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
12	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	11,850,844	1.86%	-118,793	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Sep 30, 2026	10,571,702	1.66%	-559,281	Sep 30, 2026
13.1	Pzena Mid Cap Value Fund Fund S000044707 · Registered fund · Aug 31, 2026 Advisors Series Trust, not summed	26,488	0.00%	-2,513	Aug 31, 2026	Advisors Series Trust, not summed
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	7,588,097	1.19%	+397,424	Sep 30, 2026
14.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	1,810,663	0.28%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
14.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	800,723	0.13%	+19,329	Jul 31, 2026	Dimensional ETF Trust, not summed
14.3	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	554,344	0.09%	+2,149	Jul 31, 2026	Dimensional ETF Trust, not summed
14.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	442,821	0.07%	+6,965	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.5	Dimensional US Large Cap Value ETF Fund S000078987 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	441,092	0.07%	+48,565	Jul 31, 2026	Dimensional ETF Trust, not summed
15	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,929,794	1.09%	+10,431	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,163,551	0.34%	-247,469	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.2	Invesco Comstock Fund Fund S000027834 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,688,095	0.27%	+142,396	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
15.3	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	628,142	0.10%	—	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.4	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	441,483	0.07%	-48,689	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.5	Invesco Large Cap Value ETF Fund S000003055 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	273,473	0.04%	+33,066	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	6,819,657	1.07%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,626,435	1.04%	+417,676	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	153,840	0.02%	-10,736	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
17.2	Goldman Sachs Income Builder Fund Fund S000009342 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	99,369	0.02%	-3,990	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
17.3	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	46,107	0.01%	-99,504	Jun 30, 2026	Goldman Sachs Trust, not summed
17.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	45,856	0.01%	+24,380	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
17.5	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	43,239	0.01%	-150	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,302,768	0.99%	-35,052	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	164,071	0.03%	-4,069	Jun 30, 2026	Northern Funds, not summed
18.2	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	144,596	0.02%	-1,924	Jul 31, 2026	FlexShares Trust, not summed
18.3	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	35,424	0.01%	-432	Jul 31, 2026	FlexShares Trust, not summed
18.4	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	25,953	0.00%	—	Jun 30, 2026	Northern Funds, not summed
18.5	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	19,727	0.00%	-445	Jun 30, 2026	Northern Funds, not summed
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,026,518	0.95%	+336,794	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · Aug 31, 2026 UBS INVESTMENT TRUST, not summed	368	0.00%	-48	Aug 31, 2026	UBS INVESTMENT TRUST, not summed
19.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	186	0.00%	+38	Jun 30, 2026	UBS FUNDS, not summed
20	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,808,715	0.91%	+2,710,066	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,641,529	0.89%	+491,530	Jun 30, 2026	carried, not yet filed for the newest quarter
22	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,382,630	0.85%	-117,238	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,215,719	0.82%	+88,453	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	5,036,410	0.79%	+245,157	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	4,196,642	0.66%	-110,245	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
26	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,122,333	0.65%	+476,703	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	307,103	0.05%	+1,396	Jun 30, 2026	AQR Funds, not summed
26.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	162,105	0.03%	-5	Jun 30, 2026	AQR Funds, not summed
26.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	78,160	0.01%	-45,307	Jun 30, 2026	AQR Funds, not summed
26.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	34,244	0.01%	+13,596	Jun 30, 2026	AQR Funds, not summed
26.5	AQR Global Fund Fund S000024170 · Registered fund · Jun 30, 2026 AQR Funds, not summed	11,048	0.00%	0	Jun 30, 2026	AQR Funds, not summed
27	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,101,029	0.65%	+673,329	Jun 30, 2026	carried, not yet filed for the newest quarter
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,882,369	0.61%	+30,351	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,205,384	0.19%	-14,662	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	577,302	0.09%	-8,583	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	554,358	0.09%	+54,469	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	327,370	0.05%	+3,776	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	323,743	0.05%	-3,519	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,863,654	0.61%	-298,955	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,627,717	0.57%	+1,067,771	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,512,788	0.55%	-90,130	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,474,206	0.55%	-3,285,697	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	CTIVP - T. Rowe Price Large Cap Value Fund Fund S000028696 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	411,758	0.06%	-113,078	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
32.2	Columbia Dividend Opportunity Fund Fund S000031365 · Registered fund · Aug 31, 2026 Columbia Funds Series Trust II, not summed	285,300	0.04%	0	Aug 31, 2026	Columbia Funds Series Trust II, not summed
32.3	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	159,036	0.03%	-32,585	Jul 31, 2026	Columbia ETF Trust I, not summed
32.4	Columbia Variable Portfolio - Dividend Opportunity Fund Fund S000019857 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	117,100	0.02%	-5,000	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
32.5	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · Aug 31, 2026 Columbia Funds Series Trust II, not summed	92,389	0.01%	-430,846	Aug 31, 2026	Columbia Funds Series Trust II, not summed
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,466,339	0.55%	-110,446	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	45,475	0.01%	-1,948	Jul 31, 2026	BNY Mellon ETF Trust, not summed
34	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,404,495	0.54%	-420,501	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	84,612	0.01%	0	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
35	Bridge Builder Large Cap Value Fund Fund S000048335 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	3,083,421	0.49%	+1,638,757	Jun 30, 2026	Bridge Builder Trust, not summed
36	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	3,058,044	0.48%	-32,610	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,039,716	0.48%	-61,643	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	2,934,475	0.46%	-169,216	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
39	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,915,365	0.46%	+78,904	Jun 30, 2026	carried, not yet filed for the newest quarter
40	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,669,463	0.42%	+73,005	Jun 30, 2026	carried, not yet filed for the newest quarter
41	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,602,601	0.41%	+236,109	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	39,205	0.01%	+1,410	Aug 31, 2026	DBX ETF Trust, not summed
41.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	17,115	0.00%	-766	Aug 31, 2026	DBX ETF Trust, not summed
41.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	16,848	0.00%	-965	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
41.4	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	9,154	0.00%	0	Aug 31, 2026	DBX ETF Trust, not summed
41.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	7,375	0.00%	-220	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
42	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,568,764	0.40%	+576,141	Jun 30, 2026	carried, not yet filed for the newest quarter
43	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,553,728	0.40%	-117,700	Jun 30, 2026	carried, not yet filed for the newest quarter
44	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,440,347	0.38%	-1,164,821	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Swedbank AB 13F CIK 946431 · Unknown · Sep 30, 2026	2,397,585	0.38%	-99,244	Sep 30, 2026
46	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,310,402	0.36%	+447,575	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	2,175,188	0.34%	-17,647	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
48	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,162,758	0.34%	+480,078	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Large Cap Equity Fund Fund S000006203 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	250,117	0.04%	-14,820	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
48.2	Balanced Fund Fund S000006192 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	46,507	0.01%	-1,357	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
49	ClearBridge Dividend Strategy Fund Fund S000016665 · Registered fund · Jun 30, 2026 Legg Mason Partners Investment Trust, not summed	2,122,310	0.33%	0	Jun 30, 2026	Legg Mason Partners Investment Trust, not summed
50	Nykredit A/S 13F CIK 1847328 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,111,310	0.33%	—	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1099219 CUSIP 59156R108 13F (30d) 759 filings 717 filers Visit website Investor relations