PEGA · Pegasystems Inc · Shareholders & Ownership

$35.62 -0.62 (-1.70%) Earnings today

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$5.93B

163.66M

Volume · Oct 21 5.28M Avg daily vol (3M) 2.7M

Every disclosed holder of PEGA 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 PEGA

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)	433	95,155,977	58.14%	Yes
Insiders (Forms 3, 4, 5)	13	77,467,316	47.33%	Yes
13D/G-only blocks	2	17,882,526	10.93%	Yes
Remaining	—	26,842,274	-16.40%	Negative
Registered funds (N-PORT, not summed)	443	44,541,087	27.22%	No

Shares outstanding: 163,663,545, 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 PEGA

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	TREFLER ALAN Insider CIK 1032235 · Sep 14, 2026 Director, C.E.O. & Chairman, 10% Owner, issuer-wide	76,852,285	46.96%	-84,000	Sep 14, 2026	Director, C.E.O. & Chairman, 10% Owner, issuer-wide
1.1	TREFLER ALAN 13G CIK 1032235 · Unknown · Sep 30, 2025 not summed	79,197,377	48.39%	-294,579	Sep 30, 2025	not summed
2	Bares Capital Management, Inc. 13G CIK 1340807 · Investment adviser · Dec 31, 2023	11,724,692	7.16%	—	Dec 31, 2023
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,573,688	5.85%	-63,330	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	3,085,408	1.89%	+63,106	Jun 30, 2026	iShares Trust, not summed
3.2	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	538,725	0.33%	-16,513	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	460,870	0.28%	+55,874	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	364,366	0.22%	+12,215	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	154,423	0.09%	-50,776	Jun 30, 2026	iShares Trust, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,455,250	3.94%	+93,327	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Capital Research Global Investors 13G CIK 1422848 · Investment adviser · Sep 30, 2024 Rule 13d-1(b), qualified institution	6,157,834	3.76%	-2,577,622	Sep 30, 2024	Rule 13d-1(b), qualified institution
6	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,919,642	3.01%	+380,090	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	424,284	0.26%	+194,134	Jun 30, 2026	AQR Funds, not summed
6.2	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	233,612	0.14%	+214,508	Jun 30, 2026	AQR Funds, not summed
6.3	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	198,502	0.12%	-53,496	Jun 30, 2026	AQR Funds, not summed
6.4	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	91,160	0.06%	—	Jun 30, 2026	AQR Funds, not summed
6.5	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	86,140	0.05%	+28,200	Jun 30, 2026	AQR Funds, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,128,720	2.52%	-31,736	Jun 30, 2026	carried, not yet filed for the newest quarter
8	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,031,497	1.85%	+654,445	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	1,720,440	1.05%	+862,903	Jun 30, 2026	MFS SERIES TRUST XI, not summed
8.2	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	183,280	0.11%	+15,463	May 31, 2026	MFS Series Trust X, not summed
8.3	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	68,976	0.04%	—	May 31, 2026	MFS SERIES TRUST X, not summed
8.4	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	64,867	0.04%	+33,160	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
8.5	MFS Equity Income Fund Fund S000038342 · Registered fund · Jul 31, 2026 MFS SERIES TRUST VII, not summed	64,837	0.04%	+6,266	Jul 31, 2026	MFS SERIES TRUST VII, not summed
9	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,958,357	1.81%	+909,758	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	First Trust Technology AlphaDEX Fund Fund S000017703 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	567,522	0.35%	+268,657	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
9.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	160,724	0.10%	+58,199	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
9.3	First Trust Active Factor Mid Cap ETF Fund S000066789 · Registered fund · May 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	11,021	0.01%	+5,417	May 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
9.4	First Trust SMID Growth Strength ETF Fund S000058148 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	6,436	0.00%	+619	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,933,479	1.79%	+77,451	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	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	456,790	0.28%	+10,439	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	139,523	0.09%	+550	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	89,253	0.05%	+21,681	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	31,872	0.02%	-500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.5	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	17,708	0.01%	+240	Jun 30, 2026	SPDR SERIES TRUST, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,926,860	1.79%	-42,284	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,683,002	1.64%	+163,980	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	584,470	0.36%	+5,621	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	493,115	0.30%	+75,906	Jul 31, 2026	Dimensional ETF Trust, not summed
12.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	305,015	0.19%	-15,614	Jul 31, 2026	Dimensional ETF Trust, not summed
12.4	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	123,090	0.08%	-85,941	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	106,672	0.07%	-5,150	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,585,227	1.58%	+66,414	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	2,278,202	1.39%	+7,981	May 31, 2026	VANGUARD WORLD FUND, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,108,747	1.29%	-34,833	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	2,039,090	1.25%	+706,707	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,018,528	1.23%	+1,399,775	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Lynrock Lake LP 13F CIK 1734341 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,782,640	1.09%	+1,782,640	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	1,777,785	1.09%	+370,824	Sep 30, 2026
20	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,594,388	0.97%	+542,369	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,123,675	0.69%	+332,351	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.2	Invesco S&P MidCap 400 GARP ETF Fund S000060794 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	180,531	0.11%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	57,013	0.03%	+2,639	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.4	Invesco S&P Midcap 400 Pure Growth ETF Fund S000060795 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	33,517	0.02%	-1,694	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.5	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	18,817	0.01%	+5,836	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
21	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,505,739	0.92%	-7,516	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	1,032,317	0.63%	-13,010	Jul 31, 2026	Thrivent Mutual Funds, not summed
21.2	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	343,073	0.21%	+1,331	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
21.3	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	33,077	0.02%	+1,823	Jul 31, 2026	Thrivent Mutual Funds, not summed
21.4	THRIVENT MID CAP INDEX PORTFOLIO Fund S000001421 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	20,040	0.01%	-527	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
21.5	THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Fund S000001347 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	15,787	0.01%	+872	Jul 31, 2026	Thrivent Mutual Funds, not summed
22	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,444,522	0.88%	+504,375	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	464,252	0.28%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
22.2	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	101,229	0.06%	+58,441	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
22.3	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	78,082	0.05%	+5,582	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
22.4	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	69,550	0.04%	+4,199	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
22.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	15,098	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
23	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,347,755	0.82%	-108,929	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,217,039	0.74%	+18,674	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,171,814	0.72%	+371,252	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	97	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
26	Capital Impact Advisors, LLC 13F CIK 1602198 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,133,361	0.69%	+1,007,518	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	ERShares Private-Public Crossover ETF Fund S000059420 · Registered fund · Jun 30, 2026 EntrepreneurShares Series Trust, not summed	1,139,801	0.70%	+1,017,990	Jun 30, 2026	EntrepreneurShares Series Trust, not summed
27	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,130,567	0.69%	+795,726	Jun 30, 2026	carried, not yet filed for the newest quarter
28	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,117,570	0.68%	-361,305	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	1,115,987	0.68%	+813,237	Jun 30, 2026	carried, not yet filed for the newest quarter
30	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,113,949	0.68%	+200,768	Jun 30, 2026	carried, not yet filed for the newest quarter
31	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,109,158	0.68%	+40,024	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,099,069	0.67%	-9,163	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,076,830	0.66%	+262,768	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Allspring Disciplined U.S. Core Fund Fund S000029104 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	61,792	0.04%	+12,298	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
33.2	Allspring SMID Core ETF Fund S000093515 · Registered fund · Jun 30, 2026 ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed	51,141	0.03%	+26,689	Jun 30, 2026	ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed
33.3	Allspring Diversified Income Builder Fund Fund S000029101 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	31,766	0.02%	+3,351	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
33.4	Allspring Disciplined Large Cap Portfolio Fund S000061896 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	14,835	0.01%	0	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
34	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	1,068,036	0.65%	+43,500	Jun 30, 2026	Capitol Series Trust, not summed
35	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,035,137	0.63%	+17,452	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
36	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	954,210	0.58%	-33,537	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	6,212	0.00%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
36.2	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	5,264	0.00%	+935	Jul 31, 2026	Goldman Sachs Trust II, not summed
36.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,038	0.00%	+1,374	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
36.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	2,772	0.00%	+12	May 31, 2026	Goldman Sachs ETF Trust II, not summed
36.5	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	692	0.00%	-54	May 31, 2026	Goldman Sachs ETF Trust, not summed
37	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	950,495	0.58%	-1,738,630	Jun 30, 2026	carried, not yet filed for the newest quarter
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	935,823	0.57%	-90,298	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	58,661	0.04%	+1,165	Jun 30, 2026	Northern Funds, not summed
38.2	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,512	0.01%	-327	Jun 30, 2026	Northern Funds, not summed
38.3	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	11,070	0.01%	-1,119	Jul 31, 2026	FlexShares Trust, not summed
38.4	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,069	0.00%	—	Jun 30, 2026	Northern Funds, not summed
38.5	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,106	0.00%	-1,438	Jul 31, 2026	FlexShares Trust, not summed
39	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	879,949	0.54%	-191,645	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	26,191	0.02%	-2,029	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
39.2	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	15,421	0.01%	-94,723	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
39.3	U.S. Strategic Equity Fund Fund S000006863 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	14,506	0.01%	-456	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
39.4	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	3,441	0.00%	+795	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
40	Ranger Investment Management, L.P. 13F CIK 1319691 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	873,139	0.53%	-179,710	Jun 30, 2026	carried, not yet filed for the newest quarter
41	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	848,744	0.52%	-23,960	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	439,652	0.27%	-4,479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	246,694	0.15%	-537	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	54,049	0.03%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
41.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	52,777	0.03%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.5	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	28,262	0.02%	0	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
42	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	842,480	0.51%	+496,213	Jun 30, 2026	carried, not yet filed for the newest quarter
43	CRAWFORD INVESTMENT COUNSEL INC 13F CIK 837592 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	775,875	0.47%	+195,641	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	CRAWFORD SMALL CAP DIVIDEND FUND Fund S000038330 · Registered fund · Jun 30, 2026 Unified Series Trust, not summed	194,766	0.12%	+40,820	Jun 30, 2026	Unified Series Trust, not summed
44	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	772,513	0.47%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
45	LOS ANGELES CAPITAL MANAGEMENT LLC 13F CIK 1177206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	761,229	0.47%	+60,582	Jun 30, 2026	carried, not yet filed for the newest quarter
46	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	699,929	0.43%	+56,295	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Multi-Manager Large Cap Growth Strategies Fund Fund S000091548 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	110,796	0.07%	-28,396	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
46.2	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	65,201	0.04%	-2,381	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
46.3	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	50,809	0.03%	0	May 31, 2026	Columbia Funds Series Trust II, not summed
46.4	Columbia Disciplined Growth Fund Fund S000031351 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	46,805	0.03%	-518	Jul 31, 2026	Columbia Funds Series Trust II, not summed
46.5	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	13,391	0.01%	+3,773	Jul 31, 2026	Columbia ETF Trust I, not summed
47	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	694,342	0.42%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
47.1	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	560	0.00%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
48	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	693,835	0.42%	+650,595	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Fiera Capital Corp 13F CIK 1505817 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	657,650	0.40%	-489,003	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	646,700	0.40%	-118,261	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	12,999	0.01%	-909	Jul 31, 2026	BNY Mellon ETF Trust, not summed

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

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Key facts CIK 1013857 CUSIP 705573103 13F (30d) 45 filings 44 filers Visit website Investor relations