MS · Morgan Stanley · Shareholders & Ownership

$179.49 -4.48 (-2.44%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$281.90B

1.57B

Volume · Oct 23 7.63M Avg daily vol (3M) 5.21M

Every disclosed holder of MS 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 MS

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)	2,736	1,348,141,044	85.84%	Yes
Insiders (Forms 3, 4, 5)	23	2,955,062	0.19%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	219,470,186	13.97%	Rest
Registered funds (N-PORT, not summed)	1,223	355,014,625	22.60%	No

Shares outstanding: 1,570,566,292, 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 MS

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	MITSUBISHI UFJ FINANCIAL GROUP INC Insider CIK 67088 · Sep 22, 2026 10% Owner, issuer-wide, not summed	375,330,252	23.90%	-1,340,519	Sep 22, 2026	10% Owner, issuer-wide, not summed
1.1	MITSUBISHI UFJ FINANCIAL GROUP INC 13D CIK 67088 · Bank · Jul 15, 2026 Item 4 purpose: Capital return not summed	380,511,118	24.23%	+203,598	Jul 15, 2026	not summed
1.2	MITSUBISHI UFJ FINANCIAL GROUP INC 13F CIK 67088 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	377,085,167	24.01%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
2	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	99,560,815	6.34%	-1,779,379	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	8,108,197	0.52%	-42,420	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
2.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,858,866	0.18%	+330,190	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,091,531	0.07%	+37,447	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	568,732	0.04%	+15,043	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	459,627	0.03%	+16,800	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	94,899,620	6.04%	-1,497,269	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	16,489,304	1.05%	+1,015,643	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,503,153	0.16%	-102,210	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	2,085,232	0.13%	-570,339	Jul 31, 2026	iShares Trust, not summed
3.4	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,543,705	0.10%	+1,476	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,542,356	0.10%	+28,955	Jun 30, 2026	iShares Trust, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	77,700,641	4.95%	-14,491	Jun 30, 2026	carried, not yet filed for the newest quarter
5	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	44,363,477	2.82%	+785,198	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	37,554,216	2.39%	-262,008	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	31,062,993	1.98%	+492,240	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	30,203,228	1.92%	-37,573	Jun 30, 2026	carried, not yet filed for the newest quarter
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	27,346,327	1.74%	-356,347	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	26,172,995	1.67%	+572,927	Jun 30, 2026	carried, not yet filed for the newest quarter
11	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	24,903,987	1.59%	+2,173,964	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	15,395,842	0.98%	+24,124	May 31, 2026	Fidelity Concord Street Trust, not summed
11.2	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	7,251,305	0.46%	+465,444	Jun 30, 2026	Fidelity Contrafund, not summed
11.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	2,273,744	0.14%	+15,365	May 31, 2026	Fidelity Concord Street Trust, not summed
11.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,904,630	0.12%	+549,633	May 31, 2026	Fidelity Rutland Square Trust II, not summed
11.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,836,453	0.12%	+47,902	May 31, 2026	Fidelity Concord Street Trust, 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	19,246,850	1.23%	+2,232,093	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	2,170,793	0.14%	+602,470	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
12.2	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	1,818,128	0.12%	-189,692	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
12.3	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	1,561,452	0.10%	-6,872	Jun 30, 2026	T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed
12.4	T. Rowe Price Growth Stock Fund, Inc. Fund S000002087 · Registered fund · Jun 30, 2026 T. ROWE PRICE GROWTH STOCK FUND, INC., not summed	1,261,236	0.08%	+153,429	Jun 30, 2026	T. ROWE PRICE GROWTH STOCK FUND, INC., not summed
12.5	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	736,723	0.05%	-14,157	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
13	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,070,606	1.15%	-2,200,114	Jun 30, 2026	carried, not yet filed for the newest quarter
14	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	17,984,532	1.15%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
15	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	16,651,161	1.06%	+324,485	Jun 30, 2026	carried, not yet filed for the newest quarter
16	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,101,563	0.90%	+185,073	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Columbia Dividend Income Fund Fund S000012079 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	4,640,852	0.30%	-44,646	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
16.2	Columbia Select Large Cap Value Fund Fund S000031373 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	446,648	0.03%	-32,030	May 31, 2026	Columbia Funds Series Trust II, not summed
16.3	Columbia Intrinsic Value Fund Fund S000031354 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	386,991	0.02%	+135,391	May 31, 2026	Columbia Funds Series Trust II, not summed
16.4	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	341,898	0.02%	+13,777	May 31, 2026	Columbia Funds Series Trust II, not summed
16.5	Columbia Variable Portfolio - Select Large Cap Value Fund Fund S000019845 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	335,255	0.02%	-29,137	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	13,906,759	0.89%	-968,422	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 · May 31, 2026 Goldman Sachs ETF Trust, not summed	253,637	0.02%	-20,677	May 31, 2026	Goldman Sachs ETF Trust, not summed
17.2	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	153,027	0.01%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
17.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	101,913	0.01%	+33,809	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
17.4	Goldman Sachs Income Builder Fund Fund S000009342 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	63,950	0.00%	-2,573	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
17.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	60,222	0.00%	-2,337	May 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	12,514,426	0.80%	-303,635	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	356,526	0.02%	+1,740	Jun 30, 2026	Northern Funds, not summed
18.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	55,261	0.00%	+247	Jun 30, 2026	Northern Funds, not summed
18.3	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	37,632	0.00%	+1,512	Jul 31, 2026	FlexShares Trust, not summed
18.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	33,022	0.00%	+836	Jul 31, 2026	FlexShares Trust, not summed
18.5	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	19,235	0.00%	-338	Jun 30, 2026	Northern Funds, not summed
19	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	11,261,843	0.72%	+246,910	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	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	11,206,144	0.71%	+188,296	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	UBS US Dividend Ruler Fund Fund S000068969 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	43,425	0.00%	+5,542	Jun 30, 2026	UBS FUNDS, not summed
20.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	918	0.00%	-110	May 31, 2026	UBS INVESTMENT TRUST, not summed
20.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	372	0.00%	+38	Jun 30, 2026	UBS FUNDS, not summed
20.4	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	274	0.00%	+108	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
21	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,529,270	0.67%	-1,394,068	Jun 30, 2026	carried, not yet filed for the newest quarter
22	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,226,529	0.65%	-18,140	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,170,848	0.65%	+8,554,426	Jun 30, 2026	carried, not yet filed for the newest quarter
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,956,067	0.63%	-35,080	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	2,677,468	0.17%	+7,584	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,276,752	0.08%	+32,730	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	726,975	0.05%	+16,646	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	712,027	0.05%	+9,807	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	606,205	0.04%	-30,686	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,759,983	0.62%	-34,305	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	102,378	0.01%	-685	Jul 31, 2026	BNY Mellon ETF Trust, not summed
25.2	BNY Mellon Dynamic Value ETF Fund S000087738 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust II, not summed	78,918	0.01%	-38,943	Jul 31, 2026	BNY Mellon ETF Trust II, not summed
26	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,212,711	0.59%	-2,537,145	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	MFS Value Fund Fund S000000769 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	6,588,396	0.42%	-553,726	May 31, 2026	MFS SERIES TRUST I, not summed
26.2	MFS Research Fund Fund S000002438 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	315,818	0.02%	-94,329	Jun 30, 2026	MFS Series Trust V, not summed
26.3	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	237,281	0.02%	-34,223	May 31, 2026	MFS SERIES TRUST I, not summed
26.4	MFS Value Series Fund S000002672 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	220,318	0.01%	-45,313	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
26.5	MFS Total Return Fund Fund S000002439 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	202,589	0.01%	-55,788	Jun 30, 2026	MFS Series Trust V, not summed
27	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,205,421	0.59%	+1,358,963	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Invesco KBW Bank ETF Fund S000034530 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	2,394,251	0.15%	-131,073	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
27.2	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	922,163	0.06%	+42,288	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
27.3	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	902,276	0.06%	-156,362	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
27.4	Invesco Diversified Dividend Fund Fund S000000281 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	415,696	0.03%	-146,981	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
27.5	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	331,072	0.02%	+63,281	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
28	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	9,135,406	0.58%	0	Jun 30, 2026	Investment Co of America, not summed
29	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,358,992	0.53%	-816,229	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Franklin Rising Dividends Fund Fund S000006858 · Registered fund · Jun 30, 2026 Franklin Managed Trust, not summed	3,390,000	0.22%	-660,000	Jun 30, 2026	Franklin Managed Trust, not summed
29.2	Franklin Equity Income Fund Fund S000006852 · Registered fund · Jul 31, 2026 Franklin Investors Securities Trust, not summed	665,000	0.04%	-227,500	Jul 31, 2026	Franklin Investors Securities Trust, not summed
29.3	Franklin Rising Dividends VIP Fund Fund S000007313 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	203,541	0.01%	-34,477	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
29.4	Putnam Core Equity Fund Fund S000029796 · Registered fund · Jul 31, 2026 Putnam Funds Trust, not summed	173,114	0.01%	+22,864	Jul 31, 2026	Putnam Funds Trust, not summed
29.5	Franklin Managed Income Fund Fund S000012705 · Registered fund · Jul 31, 2026 Franklin Investors Securities Trust, not summed	150,000	0.01%	0	Jul 31, 2026	Franklin Investors Securities Trust, not summed
30	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,494,442	0.48%	-800,821	Jun 30, 2026	carried, not yet filed for the newest quarter
31	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,023,920	0.45%	-211,836	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	1,352,277	0.09%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
31.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	864,182	0.06%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
31.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	634,026	0.04%	+15,305	Jul 31, 2026	Dimensional ETF Trust, not summed
31.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	564,090	0.04%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
31.5	Dimensional US Large Cap Value ETF Fund S000078987 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	364,989	0.02%	+2,639	Jul 31, 2026	Dimensional ETF Trust, not summed
32	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	6,782,381	0.43%	+27,421	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,709,499	0.43%	-44,190	Jun 30, 2026	carried, not yet filed for the newest quarter
34	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,695,389	0.43%	-1,228,440	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,692,356	0.43%	-288,920	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	6,507,539	0.41%	-275,660	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
37	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,284,290	0.40%	-873,020	Jun 30, 2026	carried, not yet filed for the newest quarter
38	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,125,821	0.39%	-537,471	Jun 30, 2026	carried, not yet filed for the newest quarter
39	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,085,858	0.39%	-41,538	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	2,307	0.00%	+287	Jul 31, 2026	E Trade Trust, not summed
39.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,778	0.00%	+474	Jul 31, 2026	E Trade Trust, not summed
40	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,905,402	0.38%	+303,511	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,261,070	0.08%	+153,118	Jun 30, 2026	College Retirement Equities Fund, not summed
40.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	929,204	0.06%	-17,383	Jul 31, 2026	TIAA-CREF Funds, not summed
40.3	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	519,739	0.03%	-31,391	Jun 30, 2026	College Retirement Equities Fund, not summed
40.4	College Retirement Equities Fund - Responsible Balanced Account Fund S000005086 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	514,655	0.03%	-84,457	Jun 30, 2026	College Retirement Equities Fund, not summed
40.5	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	488,511	0.03%	-7,264	Jun 30, 2026	College Retirement Equities Fund, not summed
41	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	5,490,523	0.35%	+1,207,162	Jul 31, 2026	Washington Mutual Investors Fund, not summed
42	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,129,203	0.33%	+471,432	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	VANGUARD WELLINGTON FUND Fund S000004406 · Registered fund · May 31, 2026 VANGUARD WELLINGTON FUND, not summed	822,457	0.05%	-1,137,535	May 31, 2026	VANGUARD WELLINGTON FUND, not summed
42.2	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	86,557	0.01%	0	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
42.3	BALANCED PORTFOLIO Fund S000004390 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	38,370	0.00%	+12,544	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
42.4	GROWTH PORTFOLIO Fund S000004401 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	18,312	0.00%	+2,738	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
43	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,685,095	0.30%	+255,915	Jun 30, 2026	carried, not yet filed for the newest quarter
44	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,648,847	0.30%	+451,578	Jun 30, 2026	carried, not yet filed for the newest quarter
45	JPMorgan Equity Income Fund Fund S000003846 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	4,559,165	0.29%	-319,003	Jun 30, 2026	JPMorgan Trust II, not summed
46	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	4,512,937	0.29%	+42,143	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
47	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,469,936	0.28%	+138,920	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,315,241	0.27%	+2,863,206	Jun 30, 2026	carried, not yet filed for the newest quarter
49	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,005,043	0.26%	-1,208,811	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,816,630	0.24%	+1,041,333	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 895421 CUSIP 617446448 13F (30d) 807 filings 781 filers Visit website Investor relations