PAYX · Paychex Inc · Shareholders & Ownership

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$115.70 -2.34 (-1.98%) At close · Oct 26

Ex-dividend: $1.19 · Oct 26, 2026 Return incl. dividend (before tax) -0.97%

S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked

Market Cap

$42.02B

355.98M

Volume · Oct 26 2.59M Avg daily vol (3M) 2.96M

Every disclosed holder of PAYX 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 PAYX

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)	1,555	297,290,768	83.51%	Yes
Insiders (Forms 3, 4, 5)	24	36,132,472	10.15%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	22,557,233	6.34%	Rest
Registered funds (N-PORT, not summed)	761	136,678,171	38.39%	No

Shares outstanding: 355,980,473, 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 PAYX

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	GOLISANO B THOMAS Insider CIK 903201 · Sep 28, 2026 Insider, issuer-wide	35,129,172	9.87%	-562,635	Sep 28, 2026	Insider, issuer-wide
1.1	B. Thomas Golisano 13G CIK 903201 · Unknown · Dec 31, 2023 Rule 13d-1(c), passive investor, not summed	37,832,681	10.63%	—	Dec 31, 2023	Rule 13d-1(c), passive investor, not summed
2	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	28,840,445	8.10%	-1,108,241	Jun 30, 2026	carried, not yet filed for the newest quarter
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	27,753,178	7.80%	-661,274	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,434,987	1.25%	+280,399	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,324,467	0.37%	+90,333	Jun 30, 2026	iShares Trust, not summed
3.3	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,165,603	0.33%	-20,188	Jul 31, 2026	iShares Trust, not summed
3.4	iShares Core High Dividend ETF Fund S000031844 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,041,474	0.29%	+116,904	Jul 31, 2026	iShares Trust, not summed
3.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	720,425	0.20%	+211,109	Jun 30, 2026	iShares Trust, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,040,690	5.91%	+75,420	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,277,715	4.29%	+28,155	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	14,411,341	4.05%	+361,713	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,899,258	0.53%	+86,881	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
6.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	768,627	0.22%	+87,936	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	392,288	0.11%	+11,408	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	114,407	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.5	State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF Fund S000039794 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	82,719	0.02%	+19,499	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,040,655	3.66%	+5,506,761	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,843,029	0.52%	+48,541	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
7.2	Invesco NASDAQ 100 ETF Fund S000069448 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,525,253	0.43%	+156,233	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
7.3	Invesco S&P 500 High Dividend Low Volatility ETF Fund S000038520 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	482,612	0.14%	+2,714	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
7.4	Invesco High Yield Equity Dividend AchieversTM ETF Fund S000003045 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	202,133	0.06%	-620	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
7.5	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	143,026	0.04%	+24,926	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
8	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	12,199,229	3.43%	-1,968,013	Jul 31, 2026	Washington Mutual Investors Fund, not summed
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,402,177	2.92%	+1,026,924	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	7,716,118	2.17%	-2,283,931	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
9.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	720,243	0.20%	+6,508	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
9.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	343,186	0.10%	+9,779	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
9.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	194,904	0.05%	+3,147	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
9.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	191,298	0.05%	+2,874	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,250,030	2.88%	-20,498	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,236,873	2.88%	-17,412	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	8,758,985	2.46%	0	Jun 30, 2026	American Funds Fundamental Investors, not summed
13	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,355,689	2.35%	+146,786	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Invesco QQQ Trust, Series 1 Fund S000101292 · Registered fund · Jun 30, 2026 Invesco QQQ Trust, Series 1, not summed	7,605,513	2.14%	+43,491	Jun 30, 2026	Invesco QQQ Trust, Series 1, not summed
15	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,987,004	1.96%	+9,879	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,540,823	1.84%	+1,242,795	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,062	0.00%	+12	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
16.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	629	0.00%	+38	Jul 31, 2026	E Trade Trust, not summed
16.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	497	0.00%	+124	Jul 31, 2026	E Trade Trust, not summed
16.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	139	0.00%	-3	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
17	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,881,768	1.65%	-3,808	Jun 30, 2026	carried, not yet filed for the newest quarter
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,619,471	1.30%	+660,155	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	319,400	0.09%	+94,400	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
18.2	Goldman Sachs Nasdaq-100 Premium Income ETF Fund S000081510 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	50,742	0.01%	-3,685	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
18.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	45,917	0.01%	+38,070	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
18.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	38,008	0.01%	+5,726	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.5	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	32,874	0.01%	-25,156	May 31, 2026	Goldman Sachs ETF Trust, not summed
19	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,414,326	1.24%	+90,436	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,006,462	1.13%	+9,665	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	99,288	0.03%	-581	Jun 30, 2026	Northern Funds, not summed
20.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,696	0.00%	-792	Jun 30, 2026	Northern Funds, not summed
20.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	8,260	0.00%	+406	Jul 31, 2026	FlexShares Trust, not summed
20.4	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,616	0.00%	+1,316	Jul 31, 2026	FlexShares Trust, not summed
20.5	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,846	0.00%	-110	Jun 30, 2026	Northern Funds, not summed
21	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,852,234	1.08%	-387,014	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Federated Hermes Strategic Value Dividend Fund Fund S000009734 · Registered fund · Jul 31, 2026 Federated Hermes Equity Funds, not summed	3,598,975	1.01%	+100,000	Jul 31, 2026	Federated Hermes Equity Funds, not summed
23	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,366,093	0.95%	+1,022,037	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	First Trust Capital Strength ETF Fund S000012555 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	1,675,017	0.47%	+213,826	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
23.2	First Trust Morningstar Dividend Leaders Index Fund Fund S000010976 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	732,093	0.21%	—	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
23.3	First Trust Nasdaq-100 Select Equal Weight ETF Fund S000011047 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	366,829	0.10%	+20,843	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
23.4	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	326,724	0.09%	-35,899	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
23.5	First Trust Capital Strength Portfolio Fund S000068384 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	43,005	0.01%	+7,715	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
24	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,303,592	0.93%	-228,797	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Capital Income Builder Fund S000009000 · Registered fund · Jul 31, 2026 Capital Income Builder, not summed	3,260,403	0.92%	0	Jul 31, 2026	Capital Income Builder, not summed
26	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,069,870	0.86%	+81,136	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,838,927	0.80%	+96,048	Jun 30, 2026	carried, not yet filed for the newest quarter
28	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,764,004	0.78%	-10,469	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,741,215	0.77%	+1,341,349	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	VictoryShares Free Cash Flow ETF Fund S000080688 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	897,569	0.25%	+36,571	Jun 30, 2026	Victory Portfolios II, not summed
29.2	Victory Pioneer Multi-Asset Income Fund Fund S000089756 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	400,792	0.11%	-233,365	Jul 31, 2026	Victory Portfolios IV, not summed
29.3	Victory Nasdaq-100 Index Fund Fund S000012907 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	145,870	0.04%	-8,252	Jul 31, 2026	Victory Portfolios III, not summed
29.4	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	116,074	0.03%	+47,771	Jun 30, 2026	Victory Portfolios II, not summed
29.5	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	75,382	0.02%	-748	Jul 31, 2026	Victory Portfolios III, not summed
30	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,706,479	0.76%	-116,090	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	471,822	0.13%	-57	Jul 31, 2026	Dimensional ETF Trust, not summed
30.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	330,185	0.09%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
30.3	U.S. High Relative Profitability Portfolio Fund S000057237 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	246,521	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
30.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	207,898	0.06%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
30.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	201,111	0.06%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
31	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	2,669,450	0.75%	-29,943	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	190	0.00%	-50	May 31, 2026	UBS INVESTMENT TRUST, not summed
31.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	88	0.00%	+22	Jun 30, 2026	UBS FUNDS, not summed
32	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,470,511	0.69%	+13,204	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,329,624	0.65%	+1,194,645	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,320,215	0.65%	-1,349,858	Jun 30, 2026	carried, not yet filed for the newest quarter
35	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,131,253	0.60%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,107,031	0.59%	-238,090	Jun 30, 2026	carried, not yet filed for the newest quarter
37	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,045,500	0.57%	+199,742	Jun 30, 2026	carried, not yet filed for the newest quarter
38	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,040,389	0.57%	+1,127,817	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	37,459	0.01%	0	Jun 30, 2026	AQR Funds, not summed
38.2	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	21,655	0.01%	—	Jun 30, 2026	AQR Funds, not summed
39	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,968,422	0.55%	-39,158	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	27,320	0.01%	-1,025	Jul 31, 2026	BNY Mellon ETF Trust, not summed
40	Guinness Asset Management LTD 13F CIK 1409661 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,856,567	0.52%	-112,167	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,810,554	0.51%	-22,529	Jun 30, 2026	carried, not yet filed for the newest quarter
42	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,768,882	0.50%	+18,320	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,751,048	0.49%	-69,336	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
44	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,655,897	0.47%	+596,074	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	4,185,845	1.18%	+51,504	Aug 31, 2026	Fidelity Concord Street Trust, not summed
44.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,219,732	0.34%	+24,454	Jul 31, 2026	Fidelity Salem Street Trust, not summed
44.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	616,110	0.17%	+5,421	Aug 31, 2026	Fidelity Concord Street Trust, not summed
44.4	Fidelity SAI U.S. Low Volatility Index Fund Fund S000049309 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	543,676	0.15%	+31,451	Jul 31, 2026	Fidelity Salem Street Trust, not summed
44.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	502,906	0.14%	+9,770	Aug 31, 2026	Fidelity Concord Street Trust, not summed
45	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,561,968	0.44%	-72,641	Jun 30, 2026	carried, not yet filed for the newest quarter
46	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,532,704	0.43%	+133,324	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	DWS CROCI(R) Equity Dividend Fund Fund S000062620 · Registered fund · Aug 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	141,906	0.04%	-62,055	Aug 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
46.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	20,843	0.01%	+1,393	Aug 31, 2026	DBX ETF Trust, not summed
46.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	10,011	0.00%	-379	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
46.4	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	5,595	0.00%	0	Aug 31, 2026	DBX ETF Trust, not summed
46.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	4,470	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
47	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	1,503,466	0.42%	+51,851	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Hamlin Capital Management, LLC 13F CIK 1277403 · Registered investment adviser · Sep 30, 2026	1,425,954	0.40%	+229,183	Sep 30, 2026
48.1	Hamlin High Dividend Equity Fund Fund S000036634 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND, not summed	484,517	0.14%	+47,457	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND, not summed
49	LONDON CO OF VIRGINIA 13F CIK 1259887 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,326,406	0.37%	-27,717	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,309,600	0.37%	-12,063	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 723531 CUSIP 704326107 13F (30d) 493 filings 475 filers Visit website Investor relations