MPWR · Monolithic Power Systems, Inc. · Shareholders & Ownership

$1,283.32 +34.58 (+2.77%) At close · Oct 21

S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked

Market Cap

$61.37B

49.14M

Volume · Oct 21 611.33K Avg daily vol (3M) 733.92K

Every disclosed holder of MPWR 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 MPWR

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)	1,253	47,551,200	96.76%	Yes
Insiders (Forms 3, 4, 5)	12	1,450,631	2.95%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	141,169	0.29%	Rest
Registered funds (N-PORT, not summed)	1,032	23,601,598	48.03%	No

Shares outstanding: 49,143,000, 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 MPWR

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	5,589,925	11.37%	-482,542	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Semiconductor ETF Fund S000004354 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,013,044	2.06%	+244,128	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	676,390	1.38%	+50,442	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	180,568	0.37%	-6,069	Jun 30, 2026	iShares Trust, not summed
1.4	BlackRock Mid-Cap Growth Equity Portfolio Fund S000001505 · Registered fund · May 29, 2026 BlackRock Funds, not summed	136,673	0.28%	-14,326	May 29, 2026	BlackRock Funds, not summed
1.5	BlackRock Technology Opportunities Fund Fund S000001510 · Registered fund · May 29, 2026 BlackRock Funds, not summed	127,635	0.26%	-1,665	May 29, 2026	BlackRock Funds, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,177,258	10.54%	+776,427	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,175,258	10.53%	+1,198,251	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Select Semiconductors Portfolio Fund S000007458 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	1,700,486	3.46%	+136,719	May 31, 2026	Fidelity Select Portfolios, not summed
2.3	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	629,056	1.28%	+3,900	Jul 31, 2026	Fidelity Securities Fund, not summed
2.4	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	623,330	1.27%	+13,653	May 31, 2026	Fidelity Concord Street Trust, not summed
2.5	Fidelity Advisor Semiconductors Fund Fund S000005327 · Registered fund · Jul 31, 2026 Fidelity Advisor Series VII, not summed	269,822	0.55%	-13,880	Jul 31, 2026	Fidelity Advisor Series VII, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,126,756	6.36%	+43,307	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,504,858	5.10%	-11,634	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,343,930	4.77%	+1,313,036	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Invesco NASDAQ 100 ETF Fund S000069448 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	208,947	0.43%	+26,638	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
5.2	Invesco American Franchise Fund Fund S000027822 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	173,636	0.35%	-56,635	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
5.3	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	137,139	0.28%	-8,003	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
5.4	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	126,757	0.26%	-30,657	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
5.5	Invesco Discovery Large Cap Fund Fund S000064617 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	63,336	0.13%	-19,890	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,282,186	4.64%	+93,732	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) Technology Select Sector SPDR(R) ETF Fund S000006415 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	339,173	0.69%	-26,097	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	116,931	0.24%	+14,621	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	73,331	0.15%	+3,374	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) S&P(R) Semiconductor ETF Fund S000010020 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	49,555	0.10%	+7,543	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	18,660	0.04%	+960	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,481,838	3.02%	+12,178	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,273,706	2.59%	+35,703	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,195,281	2.43%	-236,785	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Invesco QQQ Trust, Series 1 Fund S000101292 · Registered fund · Jun 30, 2026 Invesco QQQ Trust, Series 1, not summed	1,042,894	2.12%	+8,160	Jun 30, 2026	Invesco QQQ Trust, Series 1, not summed
11	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,011,166	2.06%	+11,836	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	976,798	1.99%	-286,156	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	T. Rowe Price Blue Chip Growth Fund, Inc. Fund S000002069 · Registered fund · Jun 30, 2026 T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed	329,941	0.67%	-7,926	Jun 30, 2026	T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed
12.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	29,980	0.06%	-13	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
12.3	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	21,482	0.04%	-16,633	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
12.4	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	19,181	0.04%	-3,302	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
12.5	T. Rowe Price Institutional Large-Cap Core Growth Fund Fund S000002096 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	13,375	0.03%	-701	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
13	Hsing Michael Insider CIK 1308676 · Sep 28, 2026 Director, CEO, issuer-wide	831,089	1.69%	—	Sep 28, 2026	Director, CEO, issuer-wide
14	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	811,974	1.65%	-116,697	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Franklin Dynatech Fund Fund S000006754 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	250,000	0.51%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
14.2	Franklin Growth Fund Fund S000006755 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	186,831	0.38%	-38,000	Jun 30, 2026	Franklin Custodian Funds, not summed
14.3	Franklin Growth Opportunities Fund Fund S000006878 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	49,836	0.10%	-4,765	Jul 31, 2026	Franklin Strategic Series, not summed
14.4	Franklin Small-Mid Cap Growth Fund Fund S000006888 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	27,214	0.06%	-47,314	Jul 31, 2026	Franklin Strategic Series, not summed
14.5	Franklin U.S. Large Cap Multifactor Index ETF Fund S000057200 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	5,797	0.01%	+1,396	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	780,650	1.59%	+212,586	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs Nasdaq-100 Premium Income ETF Fund S000081510 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	13,128	0.03%	+4,467	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
15.2	Goldman Sachs Mid Cap Growth Fund Fund S000009321 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	11,204	0.02%	-7,453	May 31, 2026	Goldman Sachs Trust, not summed
15.3	Goldman Sachs Rising Dividend Growth Fund Fund S000036119 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	4,800	0.01%	+590	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
15.4	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	4,313	0.01%	+1,800	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.5	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	2,814	0.01%	+124	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
16	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	751,399	1.53%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	746,237	1.52%	+221,666	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	VanEck Semiconductor ETF Fund S000034411 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	680,921	1.39%	+219,215	Jun 30, 2026	VanEck ETF Trust, not summed
17.2	VanEck Fabless Semiconductor ETF Fund S000086573 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	8,437	0.02%	+1,873	Jun 30, 2026	VanEck ETF Trust, not summed
17.3	VanEck Morningstar SMID Moat ETF Fund S000077508 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	1,885	0.00%	-109	Jun 30, 2026	VanEck ETF Trust, not summed
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	727,885	1.48%	+71,518	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	150	0.00%	-11	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	93	0.00%	+7	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	74	0.00%	+18	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	20	0.00%	-2	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
19	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	536,236	1.09%	+154,074	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	531,364	1.08%	-8,610	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	487,212	0.99%	+13,844	Jun 30, 2026	carried, not yet filed for the newest quarter
22	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	482,781	0.98%	-108,572	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	First Trust NASDAQ-100-Technology Sector Index Fund Fund S000011048 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	66,762	0.14%	+9,983	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
22.2	First Trust NASDAQ Clean Edge Green Energy Index Fund Fund S000015169 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	46,448	0.09%	+6,918	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
22.3	FT Vest Rising Dividend Achievers Target Income ETF Fund S000077479 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	33,903	0.07%	-16,171	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
22.4	First Trust Nasdaq Semiconductor ETF Fund S000053947 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	25,439	0.05%	-1,056	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
22.5	First Trust Technology AlphaDEX Fund Fund S000017703 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	24,610	0.05%	+5,134	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	479,492	0.98%	-9,628	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,583	0.03%	+530	Jun 30, 2026	Northern Funds, not summed
23.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,023	0.00%	+48	Jul 31, 2026	FlexShares Trust, not summed
24	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	474,132	0.96%	-81,676	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Rafferty Asset Management, LLC 13F CIK 1389426 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	459,278	0.93%	+141,805	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Direxion Daily Semiconductor Bull 3X Shares Fund S000027920 · Registered fund · Jul 31, 2026 Direxion Shares ETF Trust, not summed	361,069	0.73%	+104,251	Jul 31, 2026	Direxion Shares ETF Trust, not summed
25.2	Direxion Daily Technology Bull 3X Shares Fund S000023809 · Registered fund · Jul 31, 2026 Direxion Shares ETF Trust, not summed	12,001	0.02%	+77	Jul 31, 2026	Direxion Shares ETF Trust, not summed
25.3	Direxion NASDAQ-100 Equal Weighted Index Shares Fund S000033634 · Registered fund · Jul 31, 2026 Direxion Shares ETF Trust, not summed	8,679	0.02%	-1,566	Jul 31, 2026	Direxion Shares ETF Trust, not summed
25.4	Direxion Daily S&P 500 Bull 3X Shares Fund S000022767 · Registered fund · Jul 31, 2026 Direxion Shares ETF Trust, not summed	3,840	0.01%	+540	Jul 31, 2026	Direxion Shares ETF Trust, not summed
25.5	Direxion Daily S&P 500 High Beta Bull 3X Shares Fund S000066279 · Registered fund · Jul 31, 2026 Direxion Shares ETF Trust, not summed	393	0.00%	-141	Jul 31, 2026	Direxion Shares ETF Trust, not summed
26	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	449,479	0.91%	-90,934	Jun 30, 2026	carried, not yet filed for the newest quarter
27	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	442,176	0.90%	-125,593	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	374,986	0.76%	-10,727	May 31, 2026	MFS Series Trust IV, not summed
27.2	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	9,743	0.02%	-1,708	May 31, 2026	MFS Series Trust X, not summed
27.3	MFS Mid Cap Growth Series Fund S000002678 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	9,042	0.02%	-616	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
27.4	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	292	0.00%	-38	Jul 31, 2026	MFS Series Trust XV, not summed
28	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	434,949	0.89%	-119,970	Jun 30, 2026	carried, not yet filed for the newest quarter
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	388,951	0.79%	+12,577	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	109,714	0.22%	+1,548	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	104,394	0.21%	+12,479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	51,660	0.11%	+2,071	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	29,865	0.06%	+1,143	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	28,820	0.06%	+994	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	369,952	0.75%	-34,336	May 31, 2026	VANGUARD WORLD FUND, not summed
31	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	359,936	0.73%	-20,153	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	357,562	0.73%	+5,599	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	340,269	0.69%	-53,290	Jun 30, 2026	carried, not yet filed for the newest quarter
34	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	325,281	0.66%	-15,551	Jun 30, 2026	carried, not yet filed for the newest quarter
35	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	292,368	0.59%	-9,837	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	36	0.00%	-6	May 31, 2026	UBS INVESTMENT TRUST, not summed
35.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	15	0.00%	+2	Jun 30, 2026	UBS FUNDS, not summed
36	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	291,107	0.59%	+1,277	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,946	0.01%	+4	Jul 31, 2026	BNY Mellon ETF Trust, not summed
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	279,965	0.57%	+1,466	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	266,724	0.54%	-7,922	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
39	First Trust Rising Dividend Achievers ETF Fund S000043486 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	230,674	0.47%	-122,698	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
40	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	224,582	0.46%	+69,945	Jun 30, 2026	carried, not yet filed for the newest quarter
41	California Public Employees Retirement System 13F CIK 919079 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	223,899	0.46%	+64,241	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Xiao Deming Insider CIK 1308647 · May 6, 2026 EVP, Global Operations, issuer-wide	210,295	0.43%	—	May 6, 2026	EVP, Global Operations, issuer-wide
43	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	207,881	0.42%	-16,130	Jun 30, 2026	carried, not yet filed for the newest quarter
44	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	206,130	0.42%	-60,540	Jun 30, 2026	carried, not yet filed for the newest quarter
45	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	190,811	0.39%	+31,938	Jun 30, 2026	carried, not yet filed for the newest quarter
46	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	190,505	0.39%	+178,487	Jun 30, 2026	carried, not yet filed for the newest quarter
47	DekaBank Deutsche Girozentrale 13F CIK 1456228 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	190,443	0.39%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	185,502	0.38%	+136,108	Jun 30, 2026	carried, not yet filed for the newest quarter
49	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	180,434	0.37%	-199,463	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Brown Advisory Sustainable Growth Fund Fund S000037789 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	59,110	0.12%	-75,925	Jun 30, 2026	Brown Advisory Funds, not summed
49.2	Brown Advisory Sustainable Growth ETF Fund S000092068 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	7,258	0.01%	-4,732	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
49.3	Brown Advisory Mid-Cap Growth Fund Fund S000058723 · Registered fund · Mar 31, 2026 Brown Advisory Funds, not summed	177	0.00%	—	Mar 31, 2026	Brown Advisory Funds, not summed
50	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	180,241	0.37%	+6,042	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Equity Income Fund Fund S000014240 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	108,721	0.22%	+18,008	Jul 31, 2026	Principal Funds, Inc, not summed
50.2	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	10,126	0.02%	-130	Jul 31, 2026	Principal Funds, Inc, not summed
50.3	Equity Income Account Fund S000014083 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	9,861	0.02%	+1,174	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
50.4	LargeCap S&P 500 Index Account Fund S000007660 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	1,851	0.00%	-160	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
50.5	LargeCap Growth Fund I Fund S000007077 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,014	0.00%	-446	Jul 31, 2026	Principal Funds, Inc, not summed

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Key facts CIK 1280452 CUSIP 609839105 13F (30d) 209 filings 203 filers Visit website Investor relations