MTN · Vail Resorts Inc · Shareholders & Ownership

$147.01 -4.40 (-2.91%) At close · Oct 21

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$5.24B

35.64M

Volume · Oct 21 492.46K Avg daily vol (3M) 759.11K

Every disclosed holder of MTN 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 MTN

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	440	46,404,443	130.22%	Yes
Insiders (Forms 3, 4, 5)	18	490,858	1.38%	Yes
13D/G-only blocks	2	1,994,345	5.60%	Yes
Remaining	—	13,254,348	-37.19%	Negative
Registered funds (N-PORT, not summed)	373	28,366,480	79.60%	No

Shares outstanding: 35,635,298, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 MTN

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	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,536,697	18.34%	+1,493,164	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BAMCO INC /NY/ 13G CIK 1017918 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,536,697	18.34%	+1,493,164	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	Baron Partners Fund Fund S000000588 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	3,202,597	8.99%	+1,402,597	Jun 30, 2026	BARON SELECT FUNDS, not summed
1.3	Baron Focused Growth Fund Fund S000022521 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	1,296,499	3.64%	+256,499	Jun 30, 2026	BARON SELECT FUNDS, not summed
1.4	Baron Generational Growth Fund Fund S000000583 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	662,954	1.86%	-92,046	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
1.5	BARON ASSET FUND Fund S000000582 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	308,124	0.86%	+9,893	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
2	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,355,882	12.22%	-70,247	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,820,106	10.72%	-192,996	Jun 30, 2026	carried, not yet filed for the newest quarter
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,413,234	9.58%	+36,803	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,218,317	3.42%	+33,781	Jun 30, 2026	iShares Trust, not summed
4.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	168,188	0.47%	-20,679	Jun 30, 2026	iShares Trust, not summed
4.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	143,878	0.40%	+12,402	Jun 30, 2026	iShares Trust, not summed
4.4	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	108,725	0.31%	-6,549	Jun 30, 2026	iShares Trust, not summed
4.5	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	104,255	0.29%	-2,009	Jun 30, 2026	iShares Trust, not summed
5	Oasis Management Co Ltd. 13D CIK 1317904 · Investment adviser · Sep 25, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands not summed	3,222,085	9.04%	+599,523	Sep 25, 2026	not summed
5.1	Oasis Management Co Ltd. 13F CIK 1317904 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,329,018	6.54%	+240,622	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	2,328,649	6.53%	-74,131	Jul 31, 2026	Washington Mutual Investors Fund, not summed
7	Income Fund of America Fund S000008814 · Registered fund · Jul 31, 2026 Income Fund of America, not summed	2,215,663	6.22%	+30,238	Jul 31, 2026	Income Fund of America, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,731,537	4.86%	+44,536	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,699,568	4.77%	+8,395	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,603,278	4.50%	-2,093	Jun 30, 2026	carried, not yet filed for the newest quarter
11	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,506,153	4.23%	+784,875	Jun 30, 2026	carried, not yet filed for the newest quarter
12	APG Asset Management US Inc. 13G CIK 1323255 · Registered investment adviser · Sep 30, 2024 Rule 13d-1(b), qualified institution	1,377,990	3.87%	-568,870	Sep 30, 2024	Rule 13d-1(b), qualified institution
13	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	1,335,902	3.75%	0	Jun 30, 2026	American Funds Fundamental Investors, not summed
14	First Pacific Advisors, LP 13F CIK 1377581 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,304,959	3.66%	+128,609	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	FPA Crescent Fund Fund S000009495 · Registered fund · Jun 30, 2026 Investment Managers Series Trust III, not summed	769,770	2.16%	+50,634	Jun 30, 2026	Investment Managers Series Trust III, not summed
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,299,918	3.65%	+106,832	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	854,407	2.40%	-256,272	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	171,864	0.48%	-2,950	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.3	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	96,790	0.27%	-484	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.4	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	32,756	0.09%	+2,067	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	21,403	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,182,076	3.32%	-18,581	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Fidelity High Dividend ETF Fund S000054749 · Registered fund · Jul 31, 2026 Fidelity Covington Trust, not summed	968,715	2.72%	+50,927	Jul 31, 2026	Fidelity Covington Trust, not summed
16.2	Fidelity Dividend Growth Fund Fund S000007197 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	675,000	1.89%	+18,500	Jul 31, 2026	Fidelity Securities Fund, not summed
16.3	Fidelity Capital Appreciation Fund Fund S000005450 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	323,000	0.91%	-52,100	Jul 31, 2026	Fidelity Capital Trust, not summed
16.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	185,812	0.52%	-4,147	May 31, 2026	Fidelity Concord Street Trust, not summed
16.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	132,752	0.37%	+5,109	Jul 31, 2026	Fidelity Salem Street Trust, not summed
17	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,136,937	3.19%	+33,327	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	180,360	0.51%	+5,415	Jun 30, 2026	SPDR SERIES TRUST, not summed
17.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	28,002	0.08%	-102	Jun 30, 2026	SPDR SERIES TRUST, not summed
17.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	27,037	0.08%	+348	Jun 30, 2026	SPDR SERIES TRUST, not summed
17.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	11,946	0.03%	-100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
17.5	State Street(R) SPDR(R) Russell 1000 Yield Focus ETF Fund S000051787 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	7,608	0.02%	-2,221	Jun 30, 2026	SPDR SERIES TRUST, not summed
18	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,129,520	3.17%	-11,085	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	965,246	2.71%	-11,486	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Global Shareholder Yield Fund Fund S000015906 · Registered fund · Jun 30, 2026 John Hancock Funds III, not summed	64,219	0.18%	-2,829	Jun 30, 2026	John Hancock Funds III, not summed
19.2	Fundamental All Cap Core Fund Fund S000032685 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	59,307	0.17%	+17,637	May 31, 2026	John Hancock Funds II, not summed
19.3	John Hancock Multifactor Small Cap ETF Fund S000059464 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	13,292	0.04%	-1,262	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
19.4	Fundamental Equity Income Fund Fund S000076681 · Registered fund · Jun 30, 2026 John Hancock Investment Trust, not summed	977	0.00%	0	Jun 30, 2026	John Hancock Investment Trust, not summed
19.5	John Hancock Fundamental All Cap Core ETF Fund S000082342 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	413	0.00%	0	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
20	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	944,413	2.65%	0	Jun 30, 2026	American Balanced Fund, not summed
21	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	817,540	2.29%	-7,335	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	HARRIS ASSOCIATES L P 13F CIK 813917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	764,385	2.15%	+18,827	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Oakmark Global Fund Fund S000002761 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	98,700	0.28%	+37,500	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
23	HighTower Advisors, LLC 13F CIK 1462245 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	712,430	2.00%	+131,898	Jun 30, 2026	carried, not yet filed for the newest quarter
24	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	666,756	1.87%	+17,842	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	135,444	0.38%	+997	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	112,331	0.32%	+14,459	Jul 31, 2026	Dimensional ETF Trust, not summed
24.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	72,877	0.20%	+498	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	67,640	0.19%	+3,462	Jul 31, 2026	Dimensional ETF Trust, not summed
24.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	48,486	0.14%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
25	Capital Income Builder Fund S000009000 · Registered fund · Jul 31, 2026 Capital Income Builder, not summed	630,758	1.77%	0	Jul 31, 2026	Capital Income Builder, not summed
26	Select Equity Group, L.P. 13G CIK 1592643 · Registered investment adviser · Sep 30, 2024 Rule 13d-1(b), qualified institution	616,355	1.73%	-2,106,561	Sep 30, 2024	Rule 13d-1(b), qualified institution
27	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	517,668	1.45%	-7,626	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	495,212	1.39%	-276,215	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Permanence Portfolio Fund S000068163 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	277	0.00%	-133	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
28.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	64	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
29	River Road Asset Management, LLC 13F CIK 1341401 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	494,437	1.39%	-9,557	Jun 30, 2026	carried, not yet filed for the newest quarter
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	479,018	1.34%	+58,019	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	23,199	0.07%	+679	Jun 30, 2026	Northern Funds, not summed
30.2	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	20,517	0.06%	-273	Jul 31, 2026	FlexShares Trust, not summed
30.3	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	14,514	0.04%	-177	Jul 31, 2026	FlexShares Trust, not summed
30.4	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,320	0.02%	-143	Jun 30, 2026	Northern Funds, not summed
30.5	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	948	0.00%	-438	Jul 31, 2026	FlexShares Trust, not summed
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	408,552	1.15%	+9,842	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	Corient Private Wealth LLC 13F CIK 1948780 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	406,964	1.14%	-4,872	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Epoch Investment Partners, Inc. 13F CIK 1305841 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	398,151	1.12%	+10,697	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	365,398	1.03%	-1,370	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,351	0.00%	+43	Jul 31, 2026	BNY Mellon ETF Trust, not summed
35	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	351,168	0.99%	+301,096	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	1,233	0.00%	+6	May 31, 2026	Goldman Sachs ETF Trust II, not summed
35.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	869	0.00%	+79	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
35.3	Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Fund S000083005 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	501	0.00%	+32	May 31, 2026	Goldman Sachs ETF Trust, not summed
35.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	125	0.00%	0	May 31, 2026	Goldman Sachs ETF Trust, not summed
36	Capital Group U.S. Small and Mid Cap ETF Fund S000088874 · Registered fund · May 31, 2026 Capital Group Equity ETF Trust I, not summed	291,220	0.82%	+32,024	May 31, 2026	Capital Group Equity ETF Trust I, not summed
37	KATZ ROBERT A Insider CIK 824728 · Sep 30, 2026 Director, issuer-wide	290,201	0.81%	+2,618	Sep 30, 2026	Director, issuer-wide
38	Fundamental All Cap Core Trust Fund S000008296 · Registered fund · Jun 30, 2026 John Hancock Variable Insurance Trust, not summed	284,602	0.80%	0	Jun 30, 2026	John Hancock Variable Insurance Trust, not summed
39	CRAMER ROSENTHAL MCGLYNN LLC 13F CIK 820743 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	271,836	0.76%	+68,928	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	229,409	0.64%	+2,721	Jun 30, 2026	carried, not yet filed for the newest quarter
41	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	215,596	0.61%	+181,899	Jun 30, 2026	carried, not yet filed for the newest quarter
42	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	212,537	0.60%	+20,179	Jun 30, 2026	carried, not yet filed for the newest quarter
43	LVIP Baron Growth Opportunities Fund Fund S000015785 · Registered fund · Jun 30, 2026 LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, not summed	187,000	0.52%	0	Jun 30, 2026	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, not summed
44	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	168,485	0.47%	+142,345	Jun 30, 2026	carried, not yet filed for the newest quarter
45	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	168,028	0.47%	+168,028	Jun 30, 2026	carried, not yet filed for the newest quarter
46	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	165,229	0.46%	-21,438	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	5,412	0.02%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
46.2	SIIT LARGE CAP INDEX FUND Fund S000006768 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	1,100	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
46.3	Catholic Values Equity Fund Fund S000048320 · Registered fund · May 31, 2026 SEI CATHOLIC VALUES TRUST, not summed	213	0.00%	0	May 31, 2026	SEI CATHOLIC VALUES TRUST, not summed
46.4	AMT Diversified Equity Fund Fund S000073478 · Registered fund · Jul 31, 2026 ADVISER MANAGED TRUST, not summed	170	0.00%	0	Jul 31, 2026	ADVISER MANAGED TRUST, not summed
46.5	New Covenant Growth Fund Fund S000024941 · Registered fund · Jun 30, 2026 NEW COVENANT FUNDS, not summed	46	0.00%	0	Jun 30, 2026	NEW COVENANT FUNDS, not summed
47	Aperture Investors, LLC 13F CIK 1787596 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	160,937	0.45%	+47,963	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Artisan Partners Limited Partnership 13F CIK 1466153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	156,177	0.44%	-113,702	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Artisan Mid Cap Value Fund Fund S000006497 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	53,486	0.15%	-14,981	Jun 30, 2026	Artisan Partners Funds Inc., not summed
49	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	155,358	0.44%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
50	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	147,214	0.41%	-12,738	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Nomura Mid Cap Income Opportunities Fund Fund S000046881 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	147,103	0.41%	-2,352	Jun 30, 2026	IVY FUNDS, not summed

74 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.

Showing 1–50 of 646 holders

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Key facts CIK 812011 CUSIP 91879Q109 13F (30d) 59 filings 56 filers Visit website Investor relations