MOS · Mosaic Co · Shareholders & Ownership

$17.71 -0.13 (-0.73%) At close · Oct 26

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$5.67B

317.90M

Volume · Oct 26 11.61M Avg daily vol (3M) 8.9M

Every disclosed holder of MOS 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 MOS

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)	675	302,569,106	95.18%	Yes
Insiders (Forms 3, 4, 5)	18	958,664	0.30%	Yes
13D/G-only blocks	1	11,591,469	3.65%	Yes
Remaining	—	2,776,407	0.87%	Rest
Registered funds (N-PORT, not summed)	571	135,223,151	42.54%	No

Shares outstanding: 317,895,646, 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 MOS

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	24,751,481	7.79%	+1,104,511	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,385,245	1.38%	+297,295	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	1,304,348	0.41%	+95,350	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,144,194	0.36%	+263,031	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	710,794	0.22%	-17,566	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	529,400	0.17%	-14,199	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,744,667	6.53%	+109,328	Jun 30, 2026	carried, not yet filed for the newest quarter
3	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,292,494	5.75%	+7,367,770	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	18,292,494	5.75%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,448,306	0.46%	+439,265	Jun 30, 2026	AQR Funds, not summed
3.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	489,986	0.15%	+301,760	Jun 30, 2026	AQR Funds, not summed
3.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	284,150	0.09%	+165,272	Jun 30, 2026	AQR Funds, not summed
3.5	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	277,110	0.09%	-32,673	Jun 30, 2026	AQR Funds, not summed
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	15,039,070	4.73%	+1,631,423	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Materials Select Sector SPDR(R) ETF Fund S000006414 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	3,473,540	1.09%	+871,966	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
4.2	State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF Fund S000030037 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	815,470	0.26%	+91,906	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	767,936	0.24%	+96,646	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	389,016	0.12%	+17,380	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	296,228	0.09%	+249,579	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,904,222	4.69%	+3,667,101	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	9,400,783	2.96%	+3,610,941	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
5.2	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,197,010	0.38%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
5.3	Invesco S&P 500 Pure Value ETF Fund S000060792 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,185,495	0.37%	-169,502	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
5.4	Invesco Value Opportunities Fund Fund S000027840 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	868,945	0.27%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
5.5	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	461,216	0.15%	-100,094	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,759,347	4.64%	-546,006	Jun 30, 2026	carried, not yet filed for the newest quarter
7	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,411,407	4.53%	+171,357	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	3,592,794	1.13%	+175,915	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.2	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,596,256	0.50%	+8,128	Jul 31, 2026	Dimensional ETF Trust, not summed
7.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,547,673	0.49%	-649,845	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
7.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,281,226	0.40%	-531,927	Jul 31, 2026	Dimensional ETF Trust, not summed
7.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,155,564	0.36%	+316,997	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	13,199,733	4.15%	-15,879,277	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	13,199,733	4.15%	-15,843,655	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8.2	Fidelity 500 Index Fund Fund S000006027 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	4,125,954	1.30%	+64,056	Aug 31, 2026	Fidelity Concord Street Trust, not summed
8.3	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	1,569,700	0.49%	—	Jul 31, 2026	Fidelity Capital Trust, not summed
8.4	Fidelity Fund Fund S000007021 · Registered fund · Jun 30, 2026 Fidelity Hastings Street Trust, not summed	1,533,500	0.48%	0	Jun 30, 2026	Fidelity Hastings Street Trust, not summed
8.5	Fidelity Dividend Growth Fund Fund S000007197 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,404,300	0.44%	+101,300	Jul 31, 2026	Fidelity Securities Fund, not summed
9	Capital World Investors 13G CIK 1422849 · Investment adviser · Sep 30, 2024 Rule 13d-1(b), qualified institution	11,591,469	3.65%	-7,903,572	Sep 30, 2024	Rule 13d-1(b), qualified institution
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,087,387	3.17%	-15,764	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,919,117	2.81%	+167,591	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,236,956	2.59%	+170,378	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	DONALD SMITH & CO., INC. 13F CIK 814375 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,723,547	2.43%	+3,105,856	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,291,898	2.29%	-27,019	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,591,349	2.07%	+6,361,462	Jun 30, 2026	carried, not yet filed for the newest quarter
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,152,979	1.62%	+244,416	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	430	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,138,691	1.62%	-33,654	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	FlexShares Morningstar Global Upstream Natural Resources Index Fund Fund S000033315 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,211,258	0.70%	-39,086	Jul 31, 2026	FlexShares Trust, not summed
17.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	91,894	0.03%	+16,619	Jun 30, 2026	Northern Funds, not summed
17.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	57,038	0.02%	-4,396	Jul 31, 2026	FlexShares Trust, not summed
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,617,596	1.45%	-42,946	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,587,982	1.44%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
20	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,195,842	1.32%	-2,591,486	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	31,138	0.01%	+10,064	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
20.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	10,775	0.00%	+54	May 31, 2026	Goldman Sachs ETF Trust II, not summed
20.3	Goldman Sachs Strategic Factor Allocation Fund Fund S000054057 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	4,657	0.00%	-152	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
20.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	3,800	0.00%	-252	May 31, 2026	Goldman Sachs ETF Trust, not summed
20.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,382	0.00%	-5,232	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,161,262	1.31%	+260,994	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	856,945	0.27%	-1,545	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	776,527	0.24%	-17,159	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.3	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	709,006	0.22%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	468,747	0.15%	+85,743	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.5	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	336,543	0.11%	+8,382	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22	Nykredit A/S 13F CIK 1847328 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,692,973	1.16%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,450,286	1.09%	+588,403	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	DWS RREEF Real Assets Fund Fund S000032019 · Registered fund · Jun 30, 2026 DEUTSCHE DWS MARKET TRUST, not summed	438,100	0.14%	+167,400	Jun 30, 2026	DEUTSCHE DWS MARKET TRUST, not summed
23.2	DWS Core Equity Fund Fund S000005706 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	396,060	0.12%	-8,085	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
23.3	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	22,590	0.01%	-2,303	Aug 31, 2026	DBX ETF Trust, not summed
23.4	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	10,128	0.00%	-287	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
23.5	DWS Core Equity VIP Fund S000006247 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES I, not summed	9,514	0.00%	-228	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES I, not summed
24	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,447,391	1.08%	-2,047,044	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	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	353,170	0.11%	+7,638	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
24.2	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	237,932	0.07%	+115,658	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
24.3	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	194,462	0.06%	-8,768	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
24.4	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	118,254	0.04%	+7,139	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
24.5	T. Rowe Price Natural Resources ETF Fund S000092025 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	106,425	0.03%	+66,996	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
25	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,343,319	1.05%	+1,431,387	Jun 30, 2026	carried, not yet filed for the newest quarter
26	THOMPSON SIEGEL & WALMSLEY LLC 13F CIK 1008322 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,961,417	0.93%	-75,603	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,784,080	0.88%	+2,784,080	Jun 30, 2026	carried, not yet filed for the newest quarter
28	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,755,216	0.87%	+221,728	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	VANGUARD GLOBAL CAPITAL CYCLES FUND Fund S000002923 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,255,230	0.39%	0	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
29	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,703,415	0.85%	-1,432,703	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	48,718	0.02%	+332	Jul 31, 2026	BNY Mellon ETF Trust, not summed
30	Maple Rock Capital Partners Inc. 13F CIK 1658363 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,680,000	0.84%	+2,680,000	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,654,377	0.84%	+427,235	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	PIMCO RAE US Fund Fund S000048956 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	370,978	0.12%	+2,776	Jun 30, 2026	PIMCO Equity Series, not summed
31.2	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	293,117	0.09%	—	Jun 30, 2026	PIMCO Equity Series, not summed
31.3	PIMCO RAFI ESG U.S. ETF Fund S000066985 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	12,893	0.00%	+1,832	Jun 30, 2026	PIMCO Equity Series, not summed
31.4	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	9,368	0.00%	+1,242	Jun 30, 2026	PIMCO Equity Series, not summed
32	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,384,204	0.75%	+1,925,768	Jun 30, 2026	carried, not yet filed for the newest quarter
33	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,326,512	0.73%	-160,461	Jun 30, 2026	carried, not yet filed for the newest quarter
34	DNB Asset Management AS 13F CIK 1456670 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,253,961	0.71%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,036,970	0.64%	-74,340	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Victory Global Energy Transition Fund Fund S000053568 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	566,353	0.18%	—	Jun 30, 2026	Victory Portfolios, not summed
35.2	Victory Pioneer Core Equity Fund Fund S000089765 · Registered fund · Jun 30, 2026 Victory Portfolios IV, not summed	401,576	0.13%	0	Jun 30, 2026	Victory Portfolios IV, not summed
35.3	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	199,305	0.06%	+36,299	Jun 30, 2026	Victory Portfolios II, not summed
35.4	Victory Integrity Mid-Cap Value Fund Fund S000046397 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	119,071	0.04%	+25,967	Jun 30, 2026	Victory Portfolios, not summed
35.5	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	103,853	0.03%	-889	Jun 30, 2026	Victory Portfolios, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,784,632	0.56%	-2,369	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD SELECTED VALUE FUND Fund S000004409 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	1,781,250	0.56%	+184,200	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
38	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,726,941	0.54%	-60,324	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
39	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,622,771	0.51%	+673,604	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	First Trust Materials AlphaDEX Fund Fund S000017702 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	591,660	0.19%	-91,226	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
39.2	First Trust Morningstar Dividend Leaders Index Fund Fund S000010976 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	586,147	0.18%	—	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
39.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	194,434	0.06%	+16,039	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
39.4	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	61,163	0.02%	+1,399	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
39.5	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	13,525	0.00%	+1,975	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
40	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,575,155	0.50%	+77,837	Jun 30, 2026	carried, not yet filed for the newest quarter
41	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,532,192	0.48%	-130,433	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Carillon Scout Mid Cap Fund Fund S000058963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	1,308,443	0.41%	+15,561	Jun 30, 2026	Carillon Series Trust, not summed
41.2	Carillon Chartwell Real Income Fund Fund S000075959 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	80,000	0.03%	+35,000	Jun 30, 2026	Carillon Series Trust, not summed
42	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	1,503,421	0.47%	+542,235	Jul 31, 2026	Washington Mutual Investors Fund, not summed
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,374,456	0.43%	+706,727	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Grantham, Mayo, Van Otterloo & Co. LLC 13F CIK 1352662 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,342,000	0.42%	+1,256,852	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	GMO U.S. Opportunistic Value Fund Fund S000079720 · Registered fund · May 31, 2026 GMO TRUST, not summed	8,984	0.00%	-16,817	May 31, 2026	GMO TRUST, not summed
44.2	GMO Implementation Fund Fund S000036091 · Registered fund · May 31, 2026 GMO TRUST, not summed	6,617	0.00%	-6,056	May 31, 2026	GMO TRUST, not summed
44.3	GMO Benchmark-Free Fund Fund S000033464 · Registered fund · May 31, 2026 GMO TRUST, not summed	3,064	0.00%	-2,864	May 31, 2026	GMO TRUST, not summed
44.4	GMO U.S. Value ETF Fund S000088551 · Registered fund · May 31, 2026 GMO ETF Trust, not summed	2,440	0.00%	-4,023	May 31, 2026	GMO ETF Trust, not summed
45	GATE CITY CAPITAL MANAGEMENT, LLC 13F CIK 1705447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,300,000	0.41%	+1,300,000	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	1,278,468	0.40%	+35,867	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
47	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,193,279	0.38%	-408,248	Jun 30, 2026	carried, not yet filed for the newest quarter
48	SailingStone Capital Partners LLC 13F CIK 1608904 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,187,332	0.37%	+1,187,332	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Goehring & Rozencwajg Associates, LLC 13F CIK 1863154 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,178,956	0.37%	+256,651	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Goehring & Rozencwajg Resources Fund Fund S000055275 · Registered fund · Aug 31, 2026 GOEHRING & ROZENCWAJG INVESTMENT FUNDS, not summed	402,491	0.13%	+4,041	Aug 31, 2026	GOEHRING & ROZENCWAJG INVESTMENT FUNDS, not summed
50	JNL/Goldman Sachs 4 Fund Fund S000019485 · Registered fund · Jun 30, 2026 JNL Series Trust, not summed	1,151,592	0.36%	-22,961	Jun 30, 2026	JNL Series Trust, not summed

148 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1285785 CUSIP 61945C103 13F (30d) 143 filings 141 filers Visit website Investor relations