PFG · Principal Financial Group Inc · Shareholders & Ownership

$108.44 +0.50 (+0.46%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$23.32B

216.01M

Volume · Oct 21 851.67K Avg daily vol (3M) 1.33M

Every disclosed holder of PFG 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 PFG

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)	975	170,603,924	78.98%	Yes
Insiders (Forms 3, 4, 5)	24	1,671,740	0.77%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	43,736,720	20.25%	Rest
Registered funds (N-PORT, not summed)	603	70,619,886	32.69%	No

Shares outstanding: 216,012,384, 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 PFG

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	20,014,673	9.27%	-307,685	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	2,792,796	1.29%	-23,341	Jul 31, 2026	iShares Trust, not summed
1.2	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,703,550	1.25%	+159,619	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	881,204	0.41%	+47,463	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	603,204	0.28%	-83,495	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	478,953	0.22%	-19,379	Jun 30, 2026	iShares Trust, not summed
2	NIPPON LIFE INSURANCE CO 13F CIK 905591 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	18,137,000	8.40%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,479,468	6.24%	+5,260	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,266,018	5.22%	+1,184	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,264,856	4.75%	+85,014	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,329,380	0.62%	-10,757	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF Fund S000050968 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	966,852	0.45%	+16,871	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	468,866	0.22%	+52,588	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	239,146	0.11%	+5,043	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	76,665	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,884,023	3.19%	-1,935,429	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,857,300	3.17%	-20,099	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,502,068	3.01%	+578,132	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	4,725,709	2.19%	—	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
8.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	440,396	0.20%	+6,706	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
8.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	209,442	0.10%	+2,004	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
8.4	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	200,029	0.09%	+389	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
8.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	119,523	0.06%	+2,140	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
9	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,040,005	2.80%	+13,124	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Income Fund of America Fund S000008814 · Registered fund · Jul 31, 2026 Income Fund of America, not summed	6,000,000	2.78%	0	Jul 31, 2026	Income Fund of America, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,681,672	2.63%	+21,005	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,092,121	2.36%	+65,246	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,680,236	2.17%	-2,595	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,923,279	1.82%	+36,770	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	1,310,318	0.61%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
14.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	343,330	0.16%	+13,072	Jul 31, 2026	Dimensional ETF Trust, not summed
14.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	285,996	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	241,425	0.11%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	181,444	0.08%	+294	Jul 31, 2026	Dimensional ETF Trust, not summed
15	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,771,641	1.75%	+229,659	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,706,272	0.79%	-207,043	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.2	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	587,651	0.27%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.3	Invesco S&P 500 High Dividend Low Volatility ETF Fund S000038520 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	527,281	0.24%	+3,103	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	149,371	0.07%	+1,625	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
15.5	Invesco S&P 500 Pure Value ETF Fund S000060792 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	104,204	0.05%	-14,967	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,249,703	1.50%	-84,003	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	80,114	0.04%	-1,066	Jul 31, 2026	FlexShares Trust, not summed
16.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	57,924	0.03%	0	Jun 30, 2026	Northern Funds, not summed
16.3	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,751	0.01%	-243	Jun 30, 2026	Northern Funds, not summed
16.4	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,126	0.00%	-292	Jun 30, 2026	Northern Funds, not summed
16.5	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,478	0.00%	-144	Jul 31, 2026	FlexShares Trust, not summed
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,988,144	1.38%	-18,143	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	705	0.00%	-31	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
17.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	397	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	343	0.00%	+113	Jul 31, 2026	E Trade Trust, not summed
17.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	93	0.00%	-7	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,500,019	1.16%	-254,258	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	189,837	0.09%	+21,313	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	34,289	0.02%	+1,154	May 31, 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	15,237	0.01%	0	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
18.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	11,153	0.01%	-342	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	8,531	0.00%	+2,278	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
19	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,315,065	1.07%	-141,668	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	249,391	0.12%	-27	Jun 30, 2026	AQR Funds, not summed
19.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	87,164	0.04%	-29,720	Jun 30, 2026	AQR Funds, not summed
19.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	36,617	0.02%	-1,652	Jun 30, 2026	AQR Funds, not summed
19.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	21,703	0.01%	-2,034	Jun 30, 2026	AQR Funds, not summed
19.5	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,752	0.00%	0	Jun 30, 2026	AQR Funds, not summed
20	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	2,216,125	1.03%	+244,550	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	136	0.00%	-44	May 31, 2026	UBS INVESTMENT TRUST, not summed
20.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	53	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
21	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,054,169	0.95%	+48,262	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,014,675	0.93%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,529,483	0.71%	-165,113	Jun 30, 2026	carried, not yet filed for the newest quarter
24	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,472,797	0.68%	+283,204	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,387,412	0.64%	-22,142	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,296,073	0.60%	+129,343	Jun 30, 2026	carried, not yet filed for the newest quarter
27	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,231,533	0.57%	-152,110	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	14,315	0.01%	+2,542	May 29, 2026	DBX ETF Trust, not summed
27.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	7,454	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
27.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	5,958	0.00%	-402	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
27.4	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	3,892	0.00%	-30	May 29, 2026	DBX ETF Trust, not summed
27.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	2,737	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
28	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,153,947	0.53%	-36,606	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	19,206	0.01%	+20	Jul 31, 2026	BNY Mellon ETF Trust, not summed
29	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,153,117	0.53%	+372,374	Jun 30, 2026	carried, not yet filed for the newest quarter
30	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	1,134,085	0.53%	+405,621	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,120,944	0.52%	-9,232	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,112,190	0.51%	+1,404	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
33	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,066,776	0.49%	-48,019	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
34	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	972,814	0.45%	+391,467	Jun 30, 2026	carried, not yet filed for the newest quarter
35	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	924,893	0.43%	+47,248	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	895,365	0.41%	-256,452	Jun 30, 2026	carried, not yet filed for the newest quarter
37	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	874,031	0.40%	+282,803	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	862,112	0.40%	+4,102	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
39	AustralianSuper Pty Ltd 13F CIK 1694164 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	769,378	0.36%	-168,095	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	759,254	0.35%	+31,330	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Victory Income Stock Fund Fund S000012900 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	218,843	0.10%	0	Jul 31, 2026	Victory Portfolios III, not summed
40.2	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	99,193	0.05%	+6,202	Jun 30, 2026	Victory Portfolios II, not summed
40.3	Victory Growth & Income Fund Fund S000012896 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	95,405	0.04%	-39	Jul 31, 2026	Victory Portfolios III, not summed
40.4	VictoryShares US EQ Income Enhanced Volatility Wtd ETF Fund S000044753 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	80,441	0.04%	-3,675	Jun 30, 2026	Victory Portfolios II, not summed
40.5	Victory Value Fund Fund S000012920 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	55,815	0.03%	0	Jul 31, 2026	Victory Portfolios III, not summed
41	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	755,407	0.35%	+176,797	Jun 30, 2026	carried, not yet filed for the newest quarter
42	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	754,096	0.35%	+246,521	Jun 30, 2026	carried, not yet filed for the newest quarter
43	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	683,606	0.32%	+81,409	Jun 30, 2026	carried, not yet filed for the newest quarter
44	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	665,971	0.31%	-60,165	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Swiss National Bank 13F CIK 1582202 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	611,500	0.28%	-33,300	Jun 30, 2026	carried, not yet filed for the newest quarter
46	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13F CIK 1535845 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	591,790	0.27%	-141	Jun 30, 2026	carried, not yet filed for the newest quarter
47	National Pension Service 13F CIK 1608046 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	537,896	0.25%	+406,427	Jun 30, 2026	carried, not yet filed for the newest quarter
48	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	534,331	0.25%	-32,033	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	518,497	0.24%	-85,418	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	176,863	0.08%	-11,396	Jul 31, 2026	TIAA-CREF Funds, not summed
49.2	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	85,047	0.04%	-8,138	Jun 30, 2026	College Retirement Equities Fund, not summed
49.3	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	78,334	0.04%	-8,151	Jul 31, 2026	TIAA-CREF Funds, not summed
49.4	Nuveen ESG Mid-Cap Value ETF Fund S000055814 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	67,954	0.03%	+24,494	Jul 31, 2026	NuShares ETF Trust, not summed
49.5	Nuveen S&P 500 Index Fund Fund S000005361 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	43,138	0.02%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
50	Mitsubishi UFJ Asset Management Co., Ltd. 13F CIK 1466546 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	503,256	0.23%	+22,854	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1126328 CUSIP 74251V102 13F (30d) 177 filings 169 filers Visit website Investor relations