MTZ · Mastec Inc · Shareholders & Ownership

$187.10 -3.81 (-2.00%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$15.33B

80.30M

Volume · Oct 20 779.24K Avg daily vol (3M) 1.49M

Every disclosed holder of MTZ 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 MTZ

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)	892	59,521,019	74.12%	Yes
Insiders (Forms 3, 4, 5)	14	17,233,608	21.46%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,550,321	4.42%	Rest
Registered funds (N-PORT, not summed)	553	22,667,037	28.23%	No

Shares outstanding: 80,304,948, 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 MTZ

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	Jorge Mas 13D CIK 920559 · Unknown · Aug 11, 2026 Item 4 purpose: Other not summed	11,872,111	14.78%	-120	Aug 11, 2026	not summed
1.1	MAS JORGE Insider CIK 920559 · Mar 18, 2026 Director, issuer-wide	11,447,111	14.25%	+15,838	Mar 18, 2026	Director, issuer-wide
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,638,487	9.51%	+328,878	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,400,155	7.97%	+984,836	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,108,599	2.63%	+77,765	Jun 30, 2026	iShares Trust, not summed
2.3	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	368,600	0.46%	-4,347	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	365,746	0.46%	+277,903	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	255,246	0.32%	+17,412	Jun 30, 2026	iShares Trust, not summed
3	Jose Ramon Mas 13D CIK 1079760 · Unknown · Aug 11, 2026 not summed	6,185,090	7.70%	-1,787	Aug 11, 2026	not summed
3.1	MAS JOSE RAMON Insider CIK 1079760 · Mar 18, 2026 Director, CEO, issuer-wide	5,236,149	6.52%	+26,397	Mar 18, 2026	Director, CEO, issuer-wide
4	PECONIC PARTNERS LLC 13F CIK 1050464 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,678,431	4.58%	+100,000	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,831,849	3.53%	+27,554	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,812,131	3.50%	+42,093	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,244,771	2.80%	+374,983	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	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	311,869	0.39%	+12,210	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	95,297	0.12%	+1,952	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street U.S. Core Equity Fund Fund S000071466 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	21,969	0.03%	+11,718	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	21,933	0.03%	-20	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	11,674	0.01%	+160	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	Hill City Capital, LP 13F CIK 1837343 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,155,000	2.68%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,005,979	2.50%	+3,971	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,449,727	1.81%	-5,637	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	LONE PINE CAPITAL LLC 13F CIK 1061165 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,345,157	1.68%	-185,893	Jun 30, 2026	carried, not yet filed for the newest quarter
12	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,335,924	1.66%	+5,858	Jun 30, 2026	carried, not yet filed for the newest quarter
13	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,328,399	1.65%	-83,185	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	First Trust Large Cap Growth AlphaDEX Fund Fund S000017341 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	30,888	0.04%	-485	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
13.2	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	19,974	0.02%	-3,221	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
13.3	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	16,932	0.02%	-2,160	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
13.4	First Trust US Equity Opportunities ETF Fund S000010977 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	12,737	0.02%	-1,068	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
13.5	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	6,715	0.01%	+777	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
14	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,318,161	1.64%	+1,116,159	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,278,139	1.59%	-93,770	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,241,384	1.55%	+15,627	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Invesco S&P MidCap Momentum ETF Fund S000003056 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	445,445	0.55%	+55,006	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.2	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	381,059	0.47%	-52,061	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
16.3	Invesco Global Opportunities Fund Fund S000064625 · Registered fund · Jul 31, 2026 AIM International Mutual Funds (Invesco International Mutual Funds), not summed	69,497	0.09%	-14,543	Jul 31, 2026	AIM International Mutual Funds (Invesco International Mutual Funds), not summed
16.4	Invesco Summit Fund Fund S000022173 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	64,800	0.08%	—	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
16.5	Invesco V.I. Discovery Mid Cap Growth Fund Fund S000064658 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	41,309	0.05%	-6,376	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
17	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,210,079	1.51%	-382,444	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Victory Pioneer Fund Fund S000089764 · Registered fund · Jun 30, 2026 Victory Portfolios IV, not summed	381,846	0.48%	-187,650	Jun 30, 2026	Victory Portfolios IV, not summed
17.2	Victory Pioneer Multi-Asset Income Fund Fund S000089756 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	66,280	0.08%	+2,620	Jul 31, 2026	Victory Portfolios IV, not summed
17.3	Victory Pioneer Global Equity Fund Fund S000089821 · Registered fund · May 31, 2026 Victory Portfolios IV, not summed	17,573	0.02%	-5,729	May 31, 2026	Victory Portfolios IV, not summed
17.4	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	14,429	0.02%	—	Jul 31, 2026	Victory Portfolios III, not summed
17.5	Victory Pioneer Fund VCT Portfolio Fund S000089718 · Registered fund · Jun 30, 2026 Victory Variable Insurance Funds II, not summed	6,663	0.01%	-2,707	Jun 30, 2026	Victory Variable Insurance Funds II, not summed
18	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,173,918	1.46%	-121,467	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	617,749	0.77%	-103,362	Jun 30, 2026	Manager Directed Portfolios, not summed
18.2	Hood River New Opportunities Fund Fund S000086255 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	76,407	0.10%	+11,663	Jun 30, 2026	Manager Directed Portfolios, not summed
19	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,155,249	1.44%	-55,575	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
20	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	890,103	1.11%	+262,202	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	316,447	0.39%	-7,395	May 31, 2026	Fidelity Concord Street Trust, not summed
20.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	234,926	0.29%	+4,551	Jul 31, 2026	Fidelity Salem Street Trust, not summed
20.3	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	211,500	0.26%	—	Jun 30, 2026	Variable Insurance Products Fund III, not summed
20.4	Fidelity Trend Fund Fund S000007496 · Registered fund · Jun 30, 2026 Fidelity Trend Fund, not summed	133,637	0.17%	-10,563	Jun 30, 2026	Fidelity Trend Fund, not summed
20.5	Fidelity Growth Strategies Fund Fund S000007118 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	127,479	0.16%	-14,300	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
21	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	836,067	1.04%	+21,851	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	734,976	0.92%	+503,180	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Columbia Cornerstone Growth Fund Fund S000012081 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	170,539	0.21%	—	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
22.2	Columbia Acorn Fund Fund S000009184 · Registered fund · Jun 30, 2026 COLUMBIA ACORN TRUST, not summed	104,388	0.13%	-26,791	Jun 30, 2026	COLUMBIA ACORN TRUST, not summed
22.3	Columbia Variable Portfolio - Cornerstone Growth Fund Fund S000019840 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	88,895	0.11%	—	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
22.4	Columbia Variable Portfolio - Cornerstone Equity Fund Fund S000060079 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	46,407	0.06%	—	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
22.5	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	43,811	0.05%	-1,418	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	706,626	0.88%	+22,242	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	674,288	0.84%	+18,184	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	5,438	0.01%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
25	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	660,440	0.82%	+55,763	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	578,777	0.72%	+36,869	May 31, 2026	GLOBAL X FUNDS, not summed
25.2	Global X U.S. Electrification ETF Fund S000089023 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	28,387	0.04%	+636	Jul 31, 2026	GLOBAL X FUNDS, not summed
25.3	Global X Guru Index ETF Fund S000037879 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	1,731	0.00%	—	Jul 31, 2026	GLOBAL X FUNDS, not summed
25.4	Global X Adaptive U.S. Risk Management ETF Fund S000070582 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	128	0.00%	—	May 31, 2026	GLOBAL X FUNDS, not summed
25.5	Global X U.S. 500 ETF Fund S000094852 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	4	0.00%	—	May 31, 2026	GLOBAL X FUNDS, not summed
26	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	657,603	0.82%	-2,451	Jun 30, 2026	carried, not yet filed for the newest quarter
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	653,503	0.81%	+66,760	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	145	0.00%	—	Jul 31, 2026	E Trade Trust, not summed
27.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	100	0.00%	+20	Jul 31, 2026	E Trade Trust, not summed
28	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	636,286	0.79%	-95,364	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	106,029	0.13%	-604	Jul 31, 2026	Dimensional ETF Trust, not summed
28.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	98,161	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
28.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	97,594	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
28.4	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	26,730	0.03%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
28.5	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	18,677	0.02%	-416	Jul 31, 2026	Dimensional ETF Trust, not summed
29	Electron Capital Partners, LLC 13F CIK 1586986 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	620,190	0.77%	-92,823	Jun 30, 2026	carried, not yet filed for the newest quarter
30	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	619,910	0.77%	-19,054	Jun 30, 2026	carried, not yet filed for the newest quarter
31	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	593,724	0.74%	+593,724	Jun 30, 2026	carried, not yet filed for the newest quarter
32	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	551,319	0.69%	+40,076	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	165,859	0.21%	-61	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	129,243	0.16%	+11,512	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	65,269	0.08%	+1,287	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	37,581	0.05%	+1,391	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	36,175	0.05%	+609	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	542,636	0.68%	+68,122	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	53,098	0.07%	-6,709	Jun 30, 2026	Goldman Sachs Trust, not summed
33.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	28,836	0.04%	+6,631	May 31, 2026	Goldman Sachs ETF Trust, not summed
33.3	Goldman Sachs Hedge Industry VIP ETF Fund S000053625 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	26,191	0.03%	—	May 31, 2026	Goldman Sachs ETF Trust, not summed
33.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	8,070	0.01%	-5,885	May 31, 2026	Goldman Sachs ETF Trust, not summed
33.5	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	4,849	0.01%	-4,996	May 31, 2026	Goldman Sachs Trust, not summed
34	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	529,463	0.66%	-204,165	Jun 30, 2026	carried, not yet filed for the newest quarter
35	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	517,643	0.64%	+45,060	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	40,051	0.05%	+1,508	Jun 30, 2026	Northern Funds, not summed
35.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,135	0.00%	+56	Jul 31, 2026	FlexShares Trust, not summed
36	COATUE MANAGEMENT LLC 13F CIK 1135730 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	517,250	0.64%	-66,347	Jun 30, 2026	carried, not yet filed for the newest quarter
37	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	509,843	0.63%	+128,728	Jun 30, 2026	carried, not yet filed for the newest quarter
38	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	474,063	0.59%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
38.1	NXG NextGen Infrastructure Income Fund Fund · Registered fund · May 31, 2026 NXG NextGen Infrastructure Income Fund, not summed	58,000	0.07%	—	May 31, 2026	NXG NextGen Infrastructure Income Fund, not summed
38.2	Tortoise Energy Infrastructure Corp Fund · Registered fund · May 31, 2026 Tortoise Energy Infrastructure Corp, not summed	33,878	0.04%	—	May 31, 2026	Tortoise Energy Infrastructure Corp, not summed
38.3	NXG Cushing Midstream Energy Fund Fund · Registered fund · May 31, 2026 NXG Cushing Midstream Energy Fund, not summed	24,800	0.03%	—	May 31, 2026	NXG Cushing Midstream Energy Fund, not summed
38.4	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	16,307	0.02%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
38.5	Brookfield Real Assets Income Fund Inc. Fund · Registered fund · Jun 30, 2026 Brookfield Real Assets Income Fund Inc., not summed	297	0.00%	—	Jun 30, 2026	Brookfield Real Assets Income Fund Inc., not summed
39	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	436,602	0.54%	+123,219	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	409,202	0.51%	-76,183	Jun 30, 2026	carried, not yet filed for the newest quarter
41	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	403,709	0.50%	+87,560	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	3,759	0.00%	-1,174	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	399,194	0.50%	+15,377	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	399,102	0.50%	+227,515	Jun 30, 2026	carried, not yet filed for the newest quarter
44	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	374,457	0.47%	+124,477	Jun 30, 2026	carried, not yet filed for the newest quarter
45	JPMorgan Mid Cap Growth Fund Fund S000003654 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	355,310	0.44%	—	Jun 30, 2026	JPMorgan Trust II, not summed
46	JPMorgan Growth Advantage Fund Fund S000004474 · Registered fund · Jun 30, 2026 J.P. Morgan Mutual Fund Investment Trust, not summed	333,962	0.42%	—	Jun 30, 2026	J.P. Morgan Mutual Fund Investment Trust, not summed
47	Anomaly Capital Management, LP 13F CIK 1817534 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	306,921	0.38%	+82,423	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Third Point LLC 13F CIK 1040273 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	290,000	0.36%	-30,000	Jun 30, 2026	carried, not yet filed for the newest quarter
49	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	282,436	0.35%	+221,629	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	314,801	0.39%	—	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
49.2	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	85,300	0.11%	—	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
49.3	T. Rowe Price Institutional Mid-Cap Equity Growth Fund Fund S000002092 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	34,424	0.04%	—	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
49.4	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	8,418	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
49.5	T. Rowe Price Mid-Cap Growth Portfolio Fund S000002080 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY SERIES, INC., not summed	5,889	0.01%	—	Jun 30, 2026	T. ROWE PRICE EQUITY SERIES, INC., not summed
50	140 Summer Partners LP 13F CIK 1820788 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	268,168	0.33%	-61,052	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 15615 CUSIP 576323109 13F (30d) 97 filings 94 filers Visit website Investor relations