PFGC · Performance Food Group Co · Shareholders & Ownership

$98.04 +1.10 (+1.13%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$15.27B

157.53M

Volume · Oct 22 262.8K Avg daily vol (3M) 1.52M

Every disclosed holder of PFGC 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 PFGC

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)	540	159,307,377	101.13%	Yes
Insiders (Forms 3, 4, 5)	21	5,984,788	3.80%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	7,759,133	-4.93%	Negative
Registered funds (N-PORT, not summed)	477	86,267,230	54.76%	No

Shares outstanding: 157,533,032, 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 PFGC

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	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,347,869	14.82%	+317,250	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Capital World Investors 13G CIK 1422849 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	23,347,869	14.82%	+1,921,017	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	14,106,656	8.95%	+43,127	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,375,967	3.41%	+174,651	Jun 30, 2026	iShares Trust, not summed
2.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	787,742	0.50%	-11,301	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	617,680	0.39%	+35,454	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	336,591	0.21%	+29,319	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	229,911	0.15%	+37,690	Jun 30, 2026	iShares Trust, not summed
3	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,999,042	7.62%	+247,998	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	2,025,538	1.29%	-69,209	Jul 31, 2026	Fidelity Puritan Trust, not summed
3.2	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	1,121,965	0.71%	+63,200	Jul 31, 2026	Fidelity Concord Street Trust, not summed
3.3	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	1,068,100	0.68%	+48,600	Jun 30, 2026	Variable Insurance Products Fund III, not summed
3.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	933,600	0.59%	-6,100	May 31, 2026	Fidelity Rutland Square Trust II, not summed
3.5	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	809,573	0.51%	-11,665	May 31, 2026	Fidelity Concord Street Trust, not summed
4	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	10,014,566	6.36%	0	Jun 30, 2026	American Funds Fundamental Investors, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,867,377	4.36%	-8,237	Jun 30, 2026	carried, not yet filed for the newest quarter
6	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,851,303	4.35%	-757,249	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,841,653	4.34%	+44,474	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,821,948	4.33%	-27,456	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	353,292	0.22%	+35,614	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
8.2	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	54,638	0.03%	+3,152	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8.3	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	39,284	0.02%	+198	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8.4	Invesco V.I. American Value Fund Fund S000027881 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	38,224	0.02%	-1,873	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
8.5	Invesco Global Core Equity Fund Fund S000000213 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	34,635	0.02%	+264	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
9	LONE PINE CAPITAL LLC 13F CIK 1061165 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,852,740	3.72%	+1,874,582	Jun 30, 2026	carried, not yet filed for the newest quarter
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,870,692	3.09%	+118,952	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	795,148	0.50%	+27,687	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	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	241,211	0.15%	-351	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	52,008	0.03%	-1,500	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.4	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	31,016	0.02%	+400	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.5	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	21,719	0.01%	-560	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,738,577	3.01%	-7,342	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	3,837,229	2.44%	0	May 31, 2026	Growth Fund of America, not summed
13	Growth Fund Fund S000008791 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	3,559,500	2.26%	0	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,422,840	2.17%	+907,877	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	827,380	0.53%	+272,146	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	824,474	0.52%	+225,570	Jul 31, 2026	Dimensional ETF Trust, not summed
14.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	268,250	0.17%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	218,117	0.14%	+11,592	Jul 31, 2026	Dimensional ETF Trust, not summed
14.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	132,654	0.08%	+1,040	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,422,238	2.17%	-18,972	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	Ferguson Scott D. Insider CIK 1658919 · Nov 19, 2025 Director, issuer-wide	3,352,078	2.13%	+2,078	Nov 19, 2025	Director, issuer-wide
17	Sachem Head Capital Management LP 13F CIK 1582090 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,350,000	2.13%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,316,236	2.11%	-393,645	Jun 30, 2026	carried, not yet filed for the newest quarter
19	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,881,234	1.83%	-15,390	Jun 30, 2026	carried, not yet filed for the newest quarter
20	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,728,898	1.73%	+21,100	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,548,127	0.98%	+20,000	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
20.2	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	480,800	0.31%	0	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
20.3	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	399,800	0.25%	0	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
20.4	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	14,501	0.01%	+1,800	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,168,054	1.38%	-23,303	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,146,360	1.36%	-102,075	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,149,454	0.73%	-35,609	Jun 30, 2026	College Retirement Equities Fund, not summed
22.2	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	491,626	0.31%	-144,841	Jun 30, 2026	College Retirement Equities Fund, not summed
22.3	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	178,873	0.11%	-994	Jul 31, 2026	TIAA-CREF Funds, not summed
22.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	127,664	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
22.5	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	93,521	0.06%	+69,300	Jul 31, 2026	TIAA-CREF Funds, not summed
23	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,100,689	1.33%	+288,049	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Permanence Portfolio Fund S000068163 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	376	0.00%	+267	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
23.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	249	0.00%	+74	Jul 31, 2026	E Trade Trust, not summed
24	Capital Group Growth ETF Fund S000074246 · Registered fund · May 31, 2026 Capital Group Growth ETF, not summed	2,054,500	1.30%	+367,615	May 31, 2026	Capital Group Growth ETF, not summed
25	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,958,801	1.24%	+1,265,987	Jun 30, 2026	carried, not yet filed for the newest quarter
26	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,905,524	1.21%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,801,487	1.14%	+48,215	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,728,729	1.10%	+77,875	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	1,073,573	0.68%	-4,974	May 31, 2026	MFS Series Trust IV, not summed
28.2	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	232,633	0.15%	+96,414	May 31, 2026	MFS SERIES TRUST I, not summed
28.3	MFS Mid Cap Growth Series Fund S000002678 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	27,317	0.02%	+531	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
28.4	MFS Core Equity Portfolio Fund S000002656 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST II, not summed	10,632	0.01%	+3,038	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST II, not summed
29	HOLM GEORGE L Insider CIK 1045958 · Aug 23, 2026 Director, See Remarks, issuer-wide	1,673,092	1.06%	-15,758	Aug 23, 2026	Director, See Remarks, issuer-wide
30	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,606,874	1.02%	+997,301	Jun 30, 2026	carried, not yet filed for the newest quarter
31	New Economy Fund Fund S000009598 · Registered fund · May 31, 2026 New Economy Fund, not summed	1,597,831	1.01%	0	May 31, 2026	New Economy Fund, not summed
32	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,579,866	1.00%	+112,803	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	425,205	0.27%	+1,059	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	333,136	0.21%	+32,168	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	178,802	0.11%	+4,487	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	167,948	0.11%	+7,895	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.5	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	99,124	0.06%	+11,056	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,507,404	0.96%	+1,154,230	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	610,300	0.39%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
33.2	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	110,868	0.07%	+37,404	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
33.3	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	55,571	0.04%	-654	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
33.4	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	21,459	0.01%	-1,955	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
33.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	20,452	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
34	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,451,690	0.92%	+473,997	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	255,465	0.16%	+68,617	May 31, 2026	Goldman Sachs Trust, not summed
34.2	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	123,124	0.08%	+12,769	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
34.3	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	41,880	0.03%	-218	May 31, 2026	Goldman Sachs Trust, not summed
34.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	7,880	0.01%	+2,290	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
34.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	5,265	0.00%	+24	May 31, 2026	Goldman Sachs ETF Trust II, not summed
35	MAVERICK CAPITAL LTD 13F CIK 934639 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,261,179	0.80%	+1,261,179	Jun 30, 2026	carried, not yet filed for the newest quarter
36	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,258,094	0.80%	-18,897	Jun 30, 2026	carried, not yet filed for the newest quarter
37	JPMorgan Mid Cap Growth Fund Fund S000003654 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	1,217,950	0.77%	-98,795	Jun 30, 2026	JPMorgan Trust II, not summed
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,194,399	0.76%	+16,343	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	102,108	0.06%	+3,174	Jun 30, 2026	Northern Funds, not summed
38.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,753	0.00%	+184	Jul 31, 2026	FlexShares Trust, not summed
39	JPMorgan Growth Advantage Fund Fund S000004474 · Registered fund · Jun 30, 2026 J.P. Morgan Mutual Fund Investment Trust, not summed	1,143,715	0.73%	-106,788	Jun 30, 2026	J.P. Morgan Mutual Fund Investment Trust, not summed
40	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,039,162	0.66%	-847,030	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Junto Capital Management LP 13F CIK 1595880 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	998,146	0.63%	-40,496	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	987,868	0.63%	+16,748	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	946,021	0.60%	+16,711	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	26,060	0.02%	+636	Jul 31, 2026	BNY Mellon ETF Trust, not summed
44	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	928,000	0.59%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
45	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	927,410	0.59%	-39,489	Jun 30, 2026	carried, not yet filed for the newest quarter
46	TimesSquare Capital Management, LLC 13F CIK 1313816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	842,975	0.54%	+10,481	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Ilex Capital Partners (UK) LLP 13F CIK 1985486 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	759,162	0.48%	+759,162	Jun 30, 2026	carried, not yet filed for the newest quarter
48	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	752,718	0.48%	-5,655	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	736,269	0.47%	-182,987	Jun 30, 2026	carried, not yet filed for the newest quarter
50	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	731,470	0.46%	-43,572	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	151,618	0.10%	-6,500	Jul 31, 2026	Principal Funds, Inc, not summed
50.2	LargeCap Growth Fund I Fund S000007077 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	67,864	0.04%	+67,223	Jul 31, 2026	Principal Funds, Inc, not summed
50.3	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	60,059	0.04%	-40	Jul 31, 2026	Principal Funds, Inc, not summed
50.4	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	13,900	0.01%	-300	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
50.5	LargeCap Growth Account I Fund S000007682 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	3,887	0.00%	+3,798	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed

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Key facts CIK 1618673 CUSIP 71377A103 13F (30d) 86 filings 82 filers Visit website Investor relations