NRG · Nrg Energy, Inc. · Shareholders & Ownership

$99.38 -4.37 (-4.21%) At close · Oct 19

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$20.89B

210.21M

Volume · Oct 19 3.26M Avg daily vol (3M) 3.01M

Every disclosed holder of NRG 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 NRG

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)	1,010	196,801,710	93.62%	Yes
Insiders (Forms 3, 4, 5)	26	7,945,377	3.78%	Yes
13D/G-only blocks	1	8,120,731	3.86%	Yes
Remaining	—	2,657,335	-1.26%	Negative
Registered funds (N-PORT, not summed)	850	95,158,753	45.27%	No

Shares outstanding: 210,210,483, 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 NRG

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	17,658,104	8.40%	-342,980	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,902,664	1.38%	+171,048	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,200,433	0.57%	-173,347	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	837,127	0.40%	+54,536	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	776,936	0.37%	-48,576	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	329,608	0.16%	-649	Jun 30, 2026	iShares Trust, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	16,880,449	8.03%	-528,623	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	2,717,779	1.29%	+278,933	May 31, 2026	Fidelity Concord Street Trust, not summed
2.2	Fidelity Advisor Growth Opportunities Fund Fund S000005111 · Registered fund · May 31, 2026 Fidelity Advisor Series I, not summed	2,349,200	1.12%	+1,014,100	May 31, 2026	Fidelity Advisor Series I, not summed
2.3	Select Utilities Portfolio Fund S000007488 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	1,397,916	0.67%	-279,285	May 31, 2026	Fidelity Select Portfolios, not summed
2.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,296,195	0.62%	-320,227	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.5	Fidelity OTC Portfolio Fund S000007191 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	866,900	0.41%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,783,144	6.56%	-15,944	Jun 30, 2026	carried, not yet filed for the newest quarter
4	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,049,349	6.21%	+5,346,886	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	FRANKLIN RESOURCES INC 13G CIK 38777 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	13,049,349	6.21%	+4,706,961	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Putnam Large Cap Value Fund Fund S000005581 · Registered fund · Jul 31, 2026 Putnam Large Cap Value Fund, not summed	4,730,570	2.25%	+2,013,796	Jul 31, 2026	Putnam Large Cap Value Fund, not summed
4.3	Franklin Utilities Fund Fund S000006758 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	800,000	0.38%	0	Jun 30, 2026	Franklin Custodian Funds, not summed
4.4	Putnam Focused Large Cap Value ETF Fund S000071710 · Registered fund · May 29, 2026 Putnam ETF Trust, not summed	719,840	0.34%	+155,630	May 29, 2026	Putnam ETF Trust, not summed
4.5	Putnam Core Equity Fund Fund S000029796 · Registered fund · Jul 31, 2026 Putnam Funds Trust, not summed	334,213	0.16%	0	Jul 31, 2026	Putnam Funds Trust, not summed
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,234,607	5.34%	-537,512	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Utilities Select Sector SPDR(R) ETF Fund S000006416 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	3,433,201	1.63%	-210,270	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	502,881	0.24%	+56,040	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	233,053	0.11%	+7,315	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	81,102	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	66,468	0.03%	+1,446	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,898,737	5.18%	-419,366	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,524,776	4.53%	+2,359,071	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Victory Pioneer Fund Fund S000089764 · Registered fund · Jun 30, 2026 Victory Portfolios IV, not summed	3,390,459	1.61%	+564,760	Jun 30, 2026	Victory Portfolios IV, not summed
7.2	VictoryShares Free Cash Flow ETF Fund S000080688 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	847,077	0.40%	+142,660	Jun 30, 2026	Victory Portfolios II, not summed
7.3	Victory Pioneer Select Mid Cap Growth Fund Fund S000089755 · Registered fund · May 31, 2026 Victory Portfolios IV, not summed	237,492	0.11%	+3,240	May 31, 2026	Victory Portfolios IV, not summed
7.4	Victory Income Stock Fund Fund S000012900 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	145,080	0.07%	+92,713	Jul 31, 2026	Victory Portfolios III, not summed
7.5	Victory Growth & Income Fund Fund S000012896 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	64,948	0.03%	+38,825	Jul 31, 2026	Victory Portfolios III, not summed
8	LS Power Equity Advisors, LLC 13G CIK 2108646 · Unknown · Mar 4, 2026 Rule 13d-1(c), passive investor	8,120,731	3.86%	-16,129,269	Mar 4, 2026	Rule 13d-1(c), passive investor
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,699,665	3.19%	-44,923	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,976,441	2.84%	+8,801	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,467,703	2.60%	+70,744	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,275,085	2.51%	-10,544	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,545,703	0.74%	+410,177	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12.2	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,218,507	0.58%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
12.3	Invesco Value Opportunities Fund Fund S000027840 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,213,363	0.58%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
12.4	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	204,126	0.10%	+66,656	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12.5	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	145,850	0.07%	-79,576	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,838,685	2.30%	-58,230	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,257,712	2.03%	+2,271,751	Jun 30, 2026	carried, not yet filed for the newest quarter
15	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,104,900	1.95%	-573,132	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	635	0.00%	-7	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
15.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	449	0.00%	+105	Jul 31, 2026	E Trade Trust, not summed
15.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	330	0.00%	+106	Jul 31, 2026	E Trade Trust, not summed
15.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	84	0.00%	-3	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
16	LS Power Equity Advisors, LLC Insider CIK 2041747 · Mar 4, 2026 10% Owner, issuer-wide	3,300,000	1.57%	—	Mar 4, 2026	10% Owner, issuer-wide
17	Nanus David Insider CIK 1870860 · Mar 4, 2026 10% Owner, issuer-wide	3,300,000	1.57%	—	Mar 4, 2026	10% Owner, issuer-wide
18	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,241,068	1.54%	+1,882,573	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	BNY Mellon Dynamic Value ETF Fund S000087738 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust II, not summed	67,781	0.03%	+9,876	Jul 31, 2026	BNY Mellon ETF Trust II, not summed
18.2	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	17,754	0.01%	+1,039	Jul 31, 2026	BNY Mellon ETF Trust, not summed
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,065,158	1.46%	-53,180	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	LYRICAL ASSET MANAGEMENT LP 13F CIK 1542302 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,689,623	1.28%	-94,645	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	LYRICAL U.S. VALUE EQUITY FUND Fund S000039711 · Registered fund · May 31, 2026 Ultimus Managers Trust, not summed	402,491	0.19%	-21,023	May 31, 2026	Ultimus Managers Trust, not summed
21	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,530,275	1.20%	+282,949	Jun 30, 2026	carried, not yet filed for the newest quarter
22	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,442,631	1.16%	+250,237	Jun 30, 2026	carried, not yet filed for the newest quarter
23	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,401,856	1.14%	+2,401,856	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	2,268,957	1.08%	+77,824	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	312,628	0.15%	+38,091	Jul 31, 2026	Dimensional ETF Trust, not summed
24.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	297,968	0.14%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	251,753	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24.4	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	243,133	0.12%	+26,238	Jul 31, 2026	Dimensional ETF Trust, not summed
24.5	U.S. High Relative Profitability Portfolio Fund S000057237 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	122,388	0.06%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,057,241	0.98%	+11,974	Jun 30, 2026	carried, not yet filed for the newest quarter
26	APPALOOSA LP 13F CIK 1656456 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,760,000	0.84%	+25,558	Jun 30, 2026	carried, not yet filed for the newest quarter
27	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,673,718	0.80%	-146,600	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	124,532	0.06%	-73,483	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.2	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	46,911	0.02%	+16,717	May 31, 2026	Goldman Sachs Trust, not summed
27.3	Goldman Sachs Rising Dividend Growth Fund Fund S000036119 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	24,065	0.01%	+815	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
27.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	23,235	0.01%	+840	May 31, 2026	Goldman Sachs ETF Trust, not summed
27.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	6,975	0.00%	+472	May 31, 2026	Goldman Sachs ETF Trust II, not summed
28	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	1,573,054	0.75%	+150,096	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,513,789	0.72%	+1,012,023	Jun 30, 2026	carried, not yet filed for the newest quarter
30	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,436,314	0.68%	+67,232	Jun 30, 2026	carried, not yet filed for the newest quarter
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,408,213	0.67%	+12,210	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,404,353	0.67%	+87,890	May 31, 2026	VANGUARD WORLD FUND, not summed
33	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,332,009	0.63%	+695,747	Jun 30, 2026	carried, not yet filed for the newest quarter
34	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,296,233	0.62%	+130,180	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	DWS Core Equity Fund Fund S000005706 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	344,325	0.16%	-7,028	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
34.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	9,211	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
34.3	DWS Core Equity VIP Fund S000006247 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES I, not summed	8,299	0.00%	-199	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES I, not summed
34.4	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	6,563	0.00%	-278	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
34.5	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	5,127	0.00%	+863	May 29, 2026	DBX ETF Trust, not summed
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,210,771	0.58%	-12,261	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,177,251	0.56%	+902,416	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,145,466	0.54%	-52,020	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
38	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,009,231	0.48%	+849,772	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	971,888	0.46%	-1,776	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	168,534	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
39.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	134,170	0.06%	-38,695	Jun 30, 2026	College Retirement Equities Fund, not summed
39.3	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	113,806	0.05%	-9,945	Jul 31, 2026	TIAA-CREF Funds, not summed
39.4	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	90,843	0.04%	-6,626	Jun 30, 2026	College Retirement Equities Fund, not summed
39.5	Nuveen Global Infrastructure Fund Fund S000020012 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	69,946	0.03%	+28,118	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
40	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	965,135	0.46%	+211,932	Jun 30, 2026	carried, not yet filed for the newest quarter
41	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	942,637	0.45%	+205,088	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Principal Capital Appreciation Fund Fund S000014238 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	258,294	0.12%	+40,840	Jul 31, 2026	Principal Funds, Inc, not summed
41.2	Principal Capital Appreciation Select ETF Fund S000091386 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	162,485	0.08%	+145,431	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
41.3	Small-MidCap Dividend Income Fund Fund S000032942 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	83,594	0.04%	-8,274	May 31, 2026	Principal Funds, Inc, not summed
41.4	Diversified Real Asset Fund Fund S000028139 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	59,733	0.03%	—	May 31, 2026	Principal Funds, Inc, not summed
41.5	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	43,485	0.02%	-1,233	Jul 31, 2026	Principal Funds, Inc, not summed
42	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	935,041	0.44%	+372,729	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	924,860	0.44%	+63,315	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Tax-Managed U.S. Large Cap Fund Fund S000001570 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	428,588	0.20%	+38,265	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
43.2	U.S. Strategic Equity Fund Fund S000037466 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	27,950	0.01%	+8,652	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
43.3	Global Infrastructure Fund Fund S000029198 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	25,470	0.01%	+5,419	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
43.4	U.S. Strategic Equity Fund Fund S000006863 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	6,100	0.00%	+1,943	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
43.5	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	3,755	0.00%	-5,591	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
44	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	914,737	0.44%	-39,541	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	818,766	0.39%	+11,906	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
46	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	816,238	0.39%	-121,407	Jun 30, 2026	carried, not yet filed for the newest quarter
47	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	794,552	0.38%	+354,300	Jun 30, 2026	carried, not yet filed for the newest quarter
48	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	778,042	0.37%	-702,497	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Border to Coast Pensions Partnership Ltd 13F CIK 1876496 · Unknown · Sep 30, 2026	730,371	0.35%	+171,854	Sep 30, 2026
50	Glendon Capital Management LP 13F CIK 1604350 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	712,345	0.34%	+139,360	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1013871 CUSIP 629377508 13F (30d) 136 filings 128 filers Visit website Investor relations