NLY · Annaly Capital Management Inc · Shareholders & Ownership

$18.01 -0.28 (-1.53%) At close · Oct 21

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$13.79B

753.71M

Volume · Oct 21 16.06M Avg daily vol (3M) 9.87M

Every disclosed holder of NLY 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 NLY

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)	792	438,362,264	58.16%	Yes
Insiders (Forms 3, 4, 5)	10	1,628,069	0.22%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	313,724,109	41.62%	Rest
Registered funds (N-PORT, not summed)	346	196,795,165	26.11%	No

Shares outstanding: 753,714,442, 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 NLY

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	87,219,586	11.57%	+5,485,296	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	25,077,227	3.33%	+1,292,372	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Mortgage Real Estate ETF Fund S000015626 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,578,800	0.74%	-21,870	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,674,746	0.49%	+21,636	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,018,760	0.40%	+308,725	Jun 30, 2026	iShares Trust, not summed
1.5	iShares U.S. Real Estate ETF Fund S000004328 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,530,247	0.34%	+260,150	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,900,428	4.37%	+886,840	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	31,250,997	4.15%	+481,961	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	29,426,379	3.90%	+1,272,235	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	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	3,705,956	0.49%	+196,389	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	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	1,125,201	0.15%	+20,628	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	252,325	0.03%	+3,400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.4	State Street(R) SPDR(R) Russell 1000 Yield Focus ETF Fund S000051787 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	152,606	0.02%	-12,337	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	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	98,258	0.01%	+1,878	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	23,220,021	3.08%	+459,935	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,823,764	2.76%	+873,715	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	16,801,257	2.23%	+236,915	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	14,288,182	1.90%	+41,442	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Fidelity High Dividend ETF Fund S000054749 · Registered fund · Jul 31, 2026 Fidelity Covington Trust, not summed	5,406,345	0.72%	+282,780	Jul 31, 2026	Fidelity Covington Trust, not summed
8.2	Fidelity Series Value Discovery Fund Fund S000039216 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	3,856,078	0.51%	+324,378	Jul 31, 2026	Fidelity Devonshire Trust, not summed
8.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,717,638	0.49%	+430,383	May 31, 2026	Fidelity Concord Street Trust, not summed
8.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	3,346,200	0.44%	0	May 31, 2026	Fidelity Rutland Square Trust II, not summed
8.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	2,780,105	0.37%	+159,714	Jul 31, 2026	Fidelity Salem Street Trust, not summed
9	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,536,667	1.53%	-1,953,907	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Allspring Special Mid Cap Value Fund Fund S000007349 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	9,065,980	1.20%	-1,491,400	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
9.2	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	291,307	0.04%	+139,631	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
9.3	Allspring Real Return Portfolio Fund S000007549 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	69,080	0.01%	+25,703	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
10	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,645,593	1.41%	+97,521	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	8,994,042	1.19%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,403,662	1.12%	+397,190	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,758,697	1.03%	+319,479	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	476,307	0.06%	+25,089	Jun 30, 2026	Northern Funds, not summed
13.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	33,585	0.00%	+1,391	Jun 30, 2026	Northern Funds, not summed
13.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	25,122	0.00%	-118,560	Jul 31, 2026	FlexShares Trust, not summed
14	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,724,098	1.02%	+969,593	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Invesco S&P MidCap Momentum ETF Fund S000003056 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	4,585,338	0.61%	+566,004	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14.2	Invesco KBW High Dividend Yield Financial ETF Fund S000030361 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	511,810	0.07%	-133,148	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
14.3	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	431,157	0.06%	+20,124	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
14.4	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	332,233	0.04%	+88,100	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	215,389	0.03%	+17,399	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,176,291	0.95%	-11,282,820	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	3,409,018	0.45%	-61,290	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
15.2	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	107,672	0.01%	+6,912	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
15.3	T. Rowe Price Mid-Cap Index Fund Fund S000051326 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	65,045	0.01%	+6,292	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
15.4	T. Rowe Price Spectrum Moderate Growth Allocation Fund Fund S000002138 · Registered fund · May 31, 2026 T. ROWE PRICE SPECTRUM FUNDS II, INC., not summed	29,739	0.00%	-68,345	May 31, 2026	T. ROWE PRICE SPECTRUM FUNDS II, INC., not summed
15.5	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	18,944	0.00%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
16	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,741,186	0.89%	+3,665,422	Jun 30, 2026	carried, not yet filed for the newest quarter
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,636,749	0.88%	+160,943	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	2,190	0.00%	+122	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
17.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,397	0.00%	+550	Jul 31, 2026	E Trade Trust, not summed
17.3	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	288	0.00%	+7	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
18	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,961,247	0.79%	+530,004	Jun 30, 2026	carried, not yet filed for the newest quarter
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,427,809	0.72%	+190,187	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,942,557	0.26%	+95,125	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	767,829	0.10%	+62,424	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	454,744	0.06%	+23,068	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	443,597	0.06%	+19,834	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	426,570	0.06%	+28,430	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,030,245	0.67%	+1,467,637	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	513,117	0.07%	+9,456	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
20.2	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	219,002	0.03%	-10,466	Jul 31, 2026	Columbia ETF Trust I, not summed
20.3	Columbia Disciplined Value Fund Fund S000031353 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	57,300	0.01%	—	Jul 31, 2026	Columbia Funds Series Trust II, not summed
20.4	Columbia Research Enhanced Value ETF Fund S000066077 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	24,812	0.00%	+1,200	Jul 31, 2026	Columbia ETF Trust I, not summed
20.5	Columbia Research Enhanced Mid Cap ETF Fund S000095312 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	553	0.00%	+33	Jun 30, 2026	Columbia ETF Trust I, not summed
21	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,801,781	0.64%	-160,909	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	120,102	0.02%	+7,727	Jul 31, 2026	BNY Mellon ETF Trust, not summed
22	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	4,754,528	0.63%	-502,886	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	PACE Small/Medium Co Value Equity Investments Fund S000002973 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	53,637	0.01%	-1,606	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
23	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,626,296	0.61%	+179,886	Jun 30, 2026	carried, not yet filed for the newest quarter
24	KBC Group NV 13F CIK 1411133 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,582,170	0.61%	-393,836	Jun 30, 2026	carried, not yet filed for the newest quarter
25	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,941,485	0.52%	-1,957,840	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,098,157	0.41%	+208,506	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	VanEck Mortgage REIT Income ETF Fund S000033325 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	3,123,332	0.41%	+30,546	Jun 30, 2026	VanEck ETF Trust, not summed
27	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,064,917	0.41%	-4,150	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Advisors Capital Management, LLC 13F CIK 1345576 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,985,668	0.40%	+70,196	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,821,769	0.37%	-539,442	Jun 30, 2026	carried, not yet filed for the newest quarter
30	PFA Pension, Forsikringsaktieselskab 13F CIK 1730073 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,748,669	0.36%	-15,383	Jun 30, 2026	carried, not yet filed for the newest quarter
31	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,728,647	0.36%	+158,607	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,527,626	0.34%	+396,328	Jun 30, 2026	carried, not yet filed for the newest quarter
33	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,487,066	0.33%	-212,638	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Putnam Multi-Asset Income Fund Fund S000067964 · Registered fund · May 31, 2026 Putnam Asset Allocation Funds, not summed	55,934	0.01%	0	May 31, 2026	Putnam Asset Allocation Funds, not summed
33.2	Franklin U.S. Equity Index ETF Fund S000053154 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	22,422	0.00%	+3,557	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
33.3	Franklin U.S. Core Dividend Tilt Index ETF Fund S000053153 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	4,830	0.00%	+525	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
34	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,372,258	0.31%	+1,343,375	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	35,778	0.00%	+8,122	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
34.2	Goldman Sachs Global Managed Beta Fund Fund S000048066 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	30,857	0.00%	0	May 31, 2026	GOLDMAN SACHS TRUST, not summed
34.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	24,118	0.00%	+1,039	May 31, 2026	Goldman Sachs ETF Trust II, not summed
34.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	8,283	0.00%	-558	May 31, 2026	Goldman Sachs ETF Trust, not summed
35	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,177,472	0.29%	+33,315	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Victory Income Stock Fund Fund S000012900 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	409,300	0.05%	0	Jul 31, 2026	Victory Portfolios III, not summed
35.2	Victory Growth & Income Fund Fund S000012896 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	171,900	0.02%	0	Jul 31, 2026	Victory Portfolios III, not summed
35.3	VictoryShares US Value Momentum ETF Fund S000065156 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	135,093	0.02%	+12,972	Jun 30, 2026	Victory Portfolios II, not summed
35.4	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	132,506	0.02%	-5,281	Jun 30, 2026	Victory Portfolios, not summed
35.5	Victory Integrity Mid-Cap Value Fund Fund S000046397 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	85,057	0.01%	0	Jun 30, 2026	Victory Portfolios, not summed
36	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,058,328	0.27%	+93,231	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Swiss National Bank 13F CIK 1582202 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,026,200	0.27%	+21,700	Jun 30, 2026	carried, not yet filed for the newest quarter
38	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,018,564	0.27%	-193,805	Jun 30, 2026	carried, not yet filed for the newest quarter
39	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,955,084	0.26%	+577,410	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	605,796	0.08%	-147,719	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
39.2	First Trust Large Cap Value AlphaDEX Fund Fund S000017340 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	537,648	0.07%	+2,481	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
39.3	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	252,070	0.03%	-38,355	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
39.4	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	32,474	0.00%	+4,246	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
39.5	First Trust Horizon Managed Volatility Small/Mid ETF Fund S000068212 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund III, not summed	15,973	0.00%	+1,843	Jul 31, 2026	First Trust Exchange-Traded Fund III, not summed
40	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,931,415	0.26%	+282,925	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,681,567	0.22%	+82,731	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	U.S. Strategic Equity Fund Fund S000037466 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	189,117	0.03%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
41.2	Tax-Managed U.S. Large Cap Fund Fund S000001570 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	99,532	0.01%	-157,376	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
41.3	U.S. Strategic Equity Fund Fund S000006863 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	42,824	0.01%	0	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
41.4	Equity Income Fund Fund S000001585 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	29,798	0.00%	-2,493	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
41.5	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	7,993	0.00%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
42	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,679,569	0.22%	+60,537	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	280,156	0.04%	+5,331	Jul 31, 2026	Principal Funds, Inc, not summed
42.2	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	16,521	0.00%	+6,436	Jul 31, 2026	Principal Funds, Inc, not summed
43	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,610,178	0.21%	+58,132	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Cetera Investment Advisers 13F CIK 1666741 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,478,727	0.20%	+82,343	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,472,094	0.20%	+91,388	Jun 30, 2026	carried, not yet filed for the newest quarter
46	DANSKE BANK A/S 13F CIK 800177 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,463,300	0.19%	-54,300	Jun 30, 2026	carried, not yet filed for the newest quarter
47	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	1,447,269	0.19%	+100,860	Jun 30, 2026	carried, not yet filed for the newest quarter
48	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,435,732	0.19%	+56,787	Jun 30, 2026	carried, not yet filed for the newest quarter
49	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,394,967	0.19%	-327,803	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	43,311	0.01%	—	May 29, 2026	DBX ETF Trust, not summed
49.2	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	13,713	0.00%	+2,119	May 29, 2026	DBX ETF Trust, not summed
49.3	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	11,092	0.00%	-132	May 29, 2026	DBX ETF Trust, not summed
49.4	Xtrackers MSCI Kokusai Equity ETF Fund S000067508 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	6,498	0.00%	+176	May 29, 2026	DBX ETF Trust, not summed
49.5	Xtrackers S&P MidCap 400 Scored & Screened ETF Fund S000070348 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	967	0.00%	-225	May 29, 2026	DBX ETF Trust, not summed
50	Tredje AP-fonden 13F CIK 1650290 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,392,045	0.18%	+917,484	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 1043219 CUSIP 035710839 13F (30d) 172 filings 142 filers Visit website Investor relations