PAG · Penske Automotive Group, Inc. · Shareholders & Ownership

$212.00 -0.26 (-0.12%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$13.94B

65.66M

Volume · Oct 21 425.93K Avg daily vol (3M) 501.47K

Every disclosed holder of PAG 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 PAG

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)	395	18,415,904	28.05%	Yes
Insiders (Forms 3, 4, 5)	11	34,811,605	53.02%	Yes
13D/G-only blocks	1	13,322,205	20.29%	Yes
Remaining	—	886,841	-1.35%	Negative
Registered funds (N-PORT, not summed)	320	9,212,690	14.03%	No

Shares outstanding: 65,662,873, 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 PAG

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	Roger S. Penske 13D CIK 942439 · Unknown · Oct 15, 2026 Item 4 purpose: Merger opposition or support, Other not summed	34,333,500	52.29%	0	Oct 15, 2026	not summed
1.1	PENSKE ROGER S Insider CIK 942439 · Jun 1, 2026 Director, issuer-wide	34,333,500	52.29%	+34,153,523	Jun 1, 2026	Director, issuer-wide
2	Mitsui & Co., Ltd. 13D CIK 67099 · Unknown · Oct 15, 2026 Item 4 purpose: Merger opposition or support, Other	13,322,205	20.29%	0	Oct 15, 2026
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,333,144	3.55%	-68,122	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	629,470	0.96%	+18,932	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	391,236	0.60%	-2,668	Jul 31, 2026	iShares Trust, not summed
3.3	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	92,399	0.14%	-1,116	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	72,491	0.11%	+2,244	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	54,637	0.08%	-8,080	Jul 31, 2026	iShares Trust, not summed
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,648,081	2.51%	+200,171	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	226,214	0.34%	+20,665	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	216,864	0.33%	+38,442	Jul 31, 2026	Dimensional ETF Trust, not summed
4.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	122,127	0.19%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.4	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	121,675	0.19%	+13,857	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	106,131	0.16%	+16,848	Jul 31, 2026	Dimensional ETF Trust, not summed
5	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,642,363	2.50%	-11,671	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,195,000	1.82%	+6,975	Jun 30, 2026	Victory Portfolios, not summed
5.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	2,037	0.00%	+16	Jul 31, 2026	Victory Portfolios III, not summed
6	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	825,389	1.26%	+1,060	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	796,548	1.21%	-19,585	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	764,299	1.16%	+6,351	Jun 30, 2026	carried, not yet filed for the newest quarter
9	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	678,533	1.03%	-46,200	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	5,600	0.01%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	631,653	0.96%	+59,350	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	440,314	0.67%	—	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	49,997	0.08%	+216	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	27,949	0.04%	+525	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	19,387	0.03%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10.5	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	15,061	0.02%	+1,369	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	625,209	0.95%	-10,456	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	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	93,181	0.14%	+3,006	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.2	State Street(R) SPDR(R) S&P(R) Retail ETF Fund S000012322 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	28,903	0.04%	+8,105	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.3	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	28,213	0.04%	-100	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	5,889	0.01%	-500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11.5	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	4,524	0.01%	+40	Jun 30, 2026	SPDR SERIES TRUST, not summed
12	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	584,751	0.89%	+7,079	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	40	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	522,556	0.80%	-37	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	456,043	0.69%	-3,594	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	57,249	0.09%	+5,891	Jun 30, 2026	AQR Funds, not summed
14.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	22,029	0.03%	-23	Jun 30, 2026	AQR Funds, not summed
14.3	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	15,300	0.02%	-1	Jun 30, 2026	AQR Funds, not summed
14.4	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	10,234	0.02%	-3	Jun 30, 2026	AQR Funds, not summed
14.5	AQR Large Cap Momentum Style Fund Fund S000025643 · Registered fund · Mar 31, 2026 AQR Funds, not summed	5,891	0.01%	—	Mar 31, 2026	AQR Funds, not summed
15	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	441,829	0.67%	-21,955	Jun 30, 2026	carried, not yet filed for the newest quarter
16	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	394,387	0.60%	-608	Jun 30, 2026	carried, not yet filed for the newest quarter
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	385,752	0.59%	+40,982	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	9,000	0.01%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
17.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,129	0.00%	+133	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
17.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	617	0.00%	0	May 31, 2026	Goldman Sachs ETF Trust II, not summed
17.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	241	0.00%	-18	May 31, 2026	Goldman Sachs ETF Trust, not summed
18	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	378,997	0.58%	-9,980	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	3,405	0.01%	-90	Jul 31, 2026	BNY Mellon ETF Trust, not summed
19	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	376,630	0.57%	-3,436	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	355,157	0.54%	+1,177	Jun 30, 2026	carried, not yet filed for the newest quarter
21	BAHL & GAYNOR INC 13F CIK 872259 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	264,799	0.40%	+129,390	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Bahl & Gaynor Small/Mid Cap Income Growth ETF Fund S000072560 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	187,710	0.29%	+91,582	Jun 30, 2026	ETF Series Solutions, not summed
22	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	245,492	0.37%	+69,666	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	241,287	0.37%	+38,309	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	96,351	0.15%	+13,395	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
23.2	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	47,828	0.07%	+1,604	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
23.3	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	43,992	0.07%	-4,762	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
23.4	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	27,530	0.04%	+138	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
23.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	8,935	0.01%	+328	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	238,798	0.36%	-2,943	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	211,044	0.32%	+5,084	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	200,575	0.31%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
27	BRUNI J V & CO /CO 13F CIK 1078841 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	171,994	0.26%	-3,222	Jun 30, 2026	carried, not yet filed for the newest quarter
28	PRIVATE MANAGEMENT GROUP INC 13F CIK 1142031 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	170,497	0.26%	-1,256	Jun 30, 2026	carried, not yet filed for the newest quarter
29	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	168,776	0.26%	+121,008	Jun 30, 2026	carried, not yet filed for the newest quarter
30	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	152,615	0.23%	+6,010	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	104,406	0.16%	-600	May 31, 2026	Fidelity Rutland Square Trust II, not summed
30.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	95,087	0.14%	-1,189	May 31, 2026	Fidelity Concord Street Trust, not summed
30.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	66,885	0.10%	-881	Jul 31, 2026	Fidelity Salem Street Trust, not summed
30.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	34,639	0.05%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
30.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	28,185	0.04%	+584	May 31, 2026	Fidelity Concord Street Trust, not summed
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	148,914	0.23%	-125	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,973	0.02%	+185	Jun 30, 2026	Northern Funds, not summed
31.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,212	0.01%	+208	Jul 31, 2026	FlexShares Trust, not summed
32	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	139,992	0.21%	+58,154	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	First Trust Morningstar Dividend Leaders Index Fund Fund S000010976 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	27,983	0.04%	—	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
32.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	23,023	0.04%	-1,317	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
32.3	First Trust Consumer Discretionary AlphaDEX Fund Fund S000017696 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	17,989	0.03%	-6,365	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
32.4	First Trust/Dow Jones Dividend & Income Allocation Portfolio Fund S000036417 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	16,309	0.02%	+542	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
32.5	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	5,432	0.01%	-2,722	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
33	HORIZON KINETICS ASSET MANAGEMENT LLC 13F CIK 1056823 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	139,067	0.21%	-3,440	Jun 30, 2026	carried, not yet filed for the newest quarter
34	WisdomTree U.S. Midcap Dividend Fund Fund S000012393 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	130,972	0.20%	-1,222	Jun 30, 2026	WisdomTree Trust, not summed
35	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	125,605	0.19%	+71,672	Jun 30, 2026	carried, not yet filed for the newest quarter
36	J. Goldman & Co LP 13F CIK 1412741 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	121,579	0.19%	+121,579	Jun 30, 2026	carried, not yet filed for the newest quarter
37	THOMPSON H BRIAN Insider CIK 1086564 · Dec 16, 2025 Director, issuer-wide	118,008	0.18%	+1,801	Dec 16, 2025	Director, issuer-wide
38	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	117,983	0.18%	-7,906	Jun 30, 2026	carried, not yet filed for the newest quarter
39	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	116,580	0.18%	+27,278	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	114,728	0.17%	+1,335	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	111,940	0.17%	+37,150	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Moran Wealth Management, LLC 13F CIK 1965334 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	103,649	0.16%	-3,561	Jun 30, 2026	carried, not yet filed for the newest quarter
43	WisdomTree U.S. Value Fund Fund S000015479 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	96,738	0.15%	+4,050	Jun 30, 2026	WisdomTree Trust, not summed
44	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	95,864	0.15%	+36,997	Jun 30, 2026	carried, not yet filed for the newest quarter
45	GABELLI FUNDS LLC 13F CIK 1081407 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	84,000	0.13%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	The Gabelli Small Cap Growth Fund Fund S000001062 · Registered fund · Jun 30, 2026 Gabelli Equity Series Funds Inc, not summed	65,000	0.10%	0	Jun 30, 2026	Gabelli Equity Series Funds Inc, not summed
46	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	78,666	0.12%	-76,361	Jun 30, 2026	carried, not yet filed for the newest quarter
47	EISENSON MICHAEL R Insider CIK 1245724 · Dec 16, 2025 Director, issuer-wide	74,591	0.11%	+1,488	Dec 16, 2025	Director, issuer-wide
48	KURNICK ROBERT H JR Insider CIK 1226255 · Jun 1, 2026 Director, President, issuer-wide	74,096	0.11%	+35,032	Jun 1, 2026	Director, President, issuer-wide
49	Bridge Builder Large Cap Value Fund Fund S000048335 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	72,600	0.11%	-826	Jun 30, 2026	Bridge Builder Trust, not summed
50	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	71,307	0.11%	-717	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed

78 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.

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Key facts CIK 1019849 CUSIP 70959W103 13F (30d) 67 filings 61 filers Visit website Investor relations