PHM · Pultegroup Inc · Shareholders & Ownership
$121.19
+1.71 (+1.43%)
At close · Oct 23
Return incl. dividend (before tax)
Market Cap
$22.31B
Shares
184.09M
Volume · Oct 23
3.16M
Avg daily vol (3M)
1.69M
Every disclosed holder of PHM 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.
Who Owns PHM
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 178,539,462 | 96.99% |
| Insiders (Forms 3, 4, 5) | 1,216,360 | 0.66% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 4,330,932 | 2.35% |
| Registered funds (N-PORT, not summed) | 81,737,896 | 44.40% |
Shares outstanding: 184,086,754, 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 PHM
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
18,734,222 | ||
| 1.1 |
iShares Core S&P 500 ETF
Fund
S000004310 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
2,620,568 | ||
| 1.2 |
iShares U.S. Home Construction ETF
Fund
S000009415 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,811,858 | ||
| 1.3 |
iShares MSCI USA Quality Factor ETF
Fund
S000041444 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
1,541,673 | ||
| 1.4 |
iShares Russell Mid-Cap ETF
Fund
S000004338 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
776,696 | ||
| 1.5 |
iShares MSCI USA Value Factor ETF
Fund
S000040205 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
478,474 | ||
| 2 |
FRANKLIN RESOURCES INC
13F
CIK 38777 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,559,037 | ||
| 2.1 |
Putnam Large Cap Value Fund
Fund
S000005581 · Registered fund · Jul 31, 2026
Putnam Large Cap Value Fund, not summed
|
7,204,131 | ||
| 2.2 |
Putnam Focused Large Cap Value ETF
Fund
S000071710 · Registered fund · May 29, 2026
Putnam ETF Trust, not summed
|
1,561,534 | ||
| 2.3 |
Putnam VT Large Cap Value Fund
Fund
S000003894 · Registered fund · Jun 30, 2026
Putnam Variable Trust, not summed
|
378,096 | ||
| 2.4 |
Putnam Core Equity Fund
Fund
S000029796 · Registered fund · Jul 31, 2026
Putnam Funds Trust, not summed
|
345,473 | ||
| 2.5 |
Putnam Dynamic Asset Allocation Growth Fund
Fund
S000000780 · Registered fund · Jun 30, 2026
Putnam Asset Allocation Funds, not summed
|
76,890 | ||
| 3 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,457,824 | ||
| 4 |
|
9,174,111 | ||
| 4.1 |
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
Fund
S000006408 · Registered fund · Jun 30, 2026
SELECT SECTOR SPDR TRUST, not summed
|
1,070,613 | ||
| 4.2 |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
Fund
S000006983 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
454,433 | ||
| 4.3 |
State Street(R) SPDR(R) S&P(R) Homebuilders ETF
Fund
S000010019 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
407,968 | ||
| 4.4 |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
Fund
S000006985 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
231,731 | ||
| 4.5 |
State Street Equity 500 Index II Portfolio
Fund
S000046029 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
71,762 | ||
| 5 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,158,644 | ||
| 6 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
6,047,159 | ||
| 7 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,037,176 | ||
| 7.1 |
Fidelity 500 Index Fund
Fund
S000006027 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
2,458,843 | ||
| 7.2 |
Strategic Advisers Fidelity U.S. Total Stock Fund
Fund
S000061481 · Registered fund · May 31, 2026
Fidelity Rutland Square Trust II, not summed
|
1,159,607 | ||
| 7.3 |
Fidelity Mid Cap Index Fund
Fund
S000033637 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
716,632 | ||
| 7.4 |
Fidelity Balanced Fund
Fund
S000007151 · Registered fund · May 31, 2026
Fidelity Puritan Trust, not summed
|
430,231 | ||
| 7.5 |
Fidelity Fund
Fund
S000007021 · Registered fund · Jun 30, 2026
Fidelity Hastings Street Trust, not summed
|
380,800 | ||
| 8 |
GREENHAVEN ASSOCIATES INC
13F
CIK 846222 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,455,949 | ||
| 9 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,272,775 | ||
| 10 |
VANGUARD 500 INDEX FUND
Fund
S000002839 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
4,934,570 | ||
| 11 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,339,538 | ||
| 12 |
VANGUARD MID-CAP INDEX FUND
Fund
S000002844 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
4,127,514 | ||
| 13 |
PRICE T ROWE ASSOCIATES INC /MD/
13F
CIK 80255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,576,416 | ||
| 13.1 |
T. Rowe Price U.S. Large-Cap Core Fund, Inc.
Fund
S000026126 · Registered fund · Jun 30, 2026
T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed
|
773,417 | ||
| 13.2 |
T. Rowe Price Mid-Cap Value Fund, Inc.
Fund
S000002103 · Registered fund · Jun 30, 2026
T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
|
756,427 | ||
| 13.3 |
T. Rowe Price Equity Index 500 Fund
Fund
S000002089 · Registered fund · Jun 30, 2026
T. ROWE PRICE INDEX TRUST, INC., not summed
|
119,352 | ||
| 13.4 |
T. Rowe Price Spectrum Moderate Growth Allocation Fund
Fund
S000002138 · Registered fund · May 31, 2026
T. ROWE PRICE SPECTRUM FUNDS II, INC., not summed
|
22,663 | ||
| 13.5 |
T. Rowe Price Total Equity Market Index Fund
Fund
S000002091 · Registered fund · Jun 30, 2026
T. ROWE PRICE INDEX TRUST, INC., not summed
|
11,983 | ||
| 14 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,218,932 | ||
| 14.1 |
THE U.S. LARGE CAP VALUE SERIES
Fund
S000000993 · Registered fund · Jul 31, 2026
DFA INVESTMENT TRUST CO, not summed
|
663,387 | ||
| 14.2 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
305,434 | ||
| 14.3 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
279,190 | ||
| 14.4 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
172,656 | ||
| 14.5 |
Dimensional U.S. Marketwide Value ETF
Fund
S000075030 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
164,425 | ||
| 15 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,162,716 | ||
| 15.1 |
FT Vest Rising Dividend Achievers Target Income ETF
Fund
S000077479 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded Fund IV, not summed
|
347,454 | ||
| 15.2 |
First Trust Large Cap Value AlphaDEX Fund
Fund
S000017340 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
87,616 | ||
| 15.3 |
First Trust Large Cap Core AlphaDEX Fund
Fund
S000017337 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
51,348 | ||
| 15.4 |
FT Vest SMID Rising Dividend Achievers Target Income ETF
Fund
S000081275 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded Fund IV, not summed
|
40,964 | ||
| 15.5 |
First Trust Consumer Discretionary AlphaDEX Fund
Fund
S000017696 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
29,326 | ||
| 16 |
LSV ASSET MANAGEMENT
13F
CIK 1050470 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,734,765 | ||
| 16.1 |
LSV Value Equity Fund
Fund
S000006448 · Registered fund · Jul 31, 2026
ADVISORS' INNER CIRCLE FUND, not summed
|
91,300 | ||
| 16.2 |
LSV Conservative Value Equity Fund
Fund
S000016708 · Registered fund · Jul 31, 2026
ADVISORS' INNER CIRCLE FUND, not summed
|
5,500 | ||
| 16.3 |
LSV Global Value Fund
Fund
S000023533 · Registered fund · Jul 31, 2026
ADVISORS' INNER CIRCLE FUND, not summed
|
2,500 | ||
| 17 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,565,379 | ||
| 17.1 |
Global Strategist Portfolio
Fund
S000004124 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
|
626 | ||
| 17.2 |
E*TRADE No Fee Large Cap Index Fund
Fund
S000090720 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
473 | ||
| 17.3 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
270 | ||
| 17.4 |
Global Strategist Portfolio
Fund
S000004181 · Registered fund · Jun 30, 2026
MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
|
82 | ||
| 18 |
First Trust Rising Dividend Achievers ETF
Fund
S000043486 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund VI, not summed
|
2,364,572 | ||
| 19 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,317,393 | ||
| 19.1 |
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
Fund
S000048295 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
218,424 | ||
| 19.2 |
Goldman Sachs U.S. Tax-Managed Equity Fund
Fund
S000009340 · Registered fund · Jun 30, 2026
Goldman Sachs Trust, not summed
|
40,583 | ||
| 19.3 |
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Fund
S000058070 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
28,841 | ||
| 19.4 |
Goldman Sachs S&P 500 Premium Income ETF
Fund
S000081511 · Registered fund · Jun 30, 2026
Goldman Sachs ETF Trust, not summed
|
17,294 | ||
| 19.5 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
14,241 | ||
| 20 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,305,346 | ||
| 20.1 |
Invesco S&P 500 Equal Weight ETF
Fund
S000060812 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
1,572,576 | ||
| 20.2 |
Invesco Equally-Weighted S&P 500 Fund
Fund
S000027817 · Registered fund · May 31, 2026
AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
|
106,662 | ||
| 20.3 |
Invesco Russell 1000 Dynamic Multifactor ETF
Fund
S000064607 · Registered fund · May 31, 2026
Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
|
102,310 | ||
| 20.4 |
Invesco RAFI US 1000 ETF
Fund
S000011995 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
71,659 | ||
| 20.5 |
Invesco S&P 500 Revenue ETF
Fund
S000064593 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
62,337 | ||
| 21 |
|
2,106,430 | ||
| 21.1 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
665,372 | ||
| 21.2 |
Nuveen Core Equity Fund
Fund
S000005370 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
546,517 | ||
| 21.3 |
Nuveen Dividend Value Fund
Fund
S000005579 · Registered fund · Jul 31, 2026
Nuveen Investment Funds, Inc., not summed
|
405,505 | ||
| 21.4 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
163,053 | ||
| 21.5 |
College Retirement Equities Fund - S&P 500 Index Account
Fund
S000005083 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
78,545 | ||
| 22 |
Caisse de depot et placement du Quebec
13F
CIK 898286 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,091,909 | ||
| 23 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,989,841 | ||
| 23.1 |
Columbia Research Enhanced Core ETF
Fund
S000066076 · Registered fund · Jul 31, 2026
Columbia ETF Trust I, not summed
|
102,464 | ||
| 23.2 |
Columbia Variable Portfolio - Contrarian Core Fund
Fund
S000036673 · Registered fund · Jun 30, 2026
COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
|
82,311 | ||
| 23.3 |
Columbia Variable Portfolio - Balanced Fund
Fund
S000019838 · Registered fund · Jun 30, 2026
Columbia Funds Variable Series Trust II, not summed
|
51,335 | ||
| 23.4 |
Variable Portfolio - Partners Core Equity Fund
Fund
S000019859 · Registered fund · Jun 30, 2026
Columbia Funds Variable Series Trust II, not summed
|
47,084 | ||
| 23.5 |
Columbia Research Enhanced Value ETF
Fund
S000066077 · Registered fund · Jul 31, 2026
Columbia ETF Trust I, not summed
|
11,631 | ||
| 24 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,982,352 | ||
| 25 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,947,246 | ||
| 25.1 |
Stock Index Fund
Fund
S000001247 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
56,279 | ||
| 25.2 |
World Selection Index Fund
Fund
S000019579 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
9,019 | ||
| 25.3 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
6,156 | ||
| 25.4 |
FlexShares ESG & Climate US Large Cap Core Index Fund
Fund
S000073358 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
1,320 | ||
| 25.5 |
Large Cap Value Fund
Fund
S000001271 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
946 | ||
| 26 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
CIK 912938 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,824,180 | ||
| 26.1 |
MFS Mid Cap Value Fund
Fund
S000002499 · Registered fund · Jun 30, 2026
MFS SERIES TRUST XI, not summed
|
1,304,516 | ||
| 26.2 |
MFS Mid Cap Value Portfolio
Fund
S000018843 · Registered fund · Jun 30, 2026
MFS VARIABLE INSURANCE TRUST III, not summed
|
49,231 | ||
| 26.3 |
MFS Active Mid Cap ETF
Fund
S000094824 · Registered fund · May 31, 2026
MFS Active Exchange Traded Funds Trust, not summed
|
1,729 | ||
| 26.4 |
MFS Global Alternative Strategy Fund
Fund
S000019515 · Registered fund · Jul 31, 2026
MFS Series Trust XV, not summed
|
625 | ||
| 27 |
VANGUARD VALUE INDEX FUND
Fund
S000002840 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,811,505 | ||
| 28 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,602,144 | ||
| 28.1 |
Mid Cap Value Fund
Fund
S000005779 · Registered fund · Jun 30, 2026
American Century Capital Portfolios, Inc., not summed
|
481,673 | ||
| 28.2 |
Focused Large Cap Value Fund
Fund
S000005778 · Registered fund · Jun 30, 2026
American Century Capital Portfolios, Inc., not summed
|
264,860 | ||
| 28.3 |
Value Fund
Fund
S000005782 · Registered fund · Jun 30, 2026
American Century Capital Portfolios, Inc., not summed
|
108,628 | ||
| 29 |
Legal & General Group Plc
13F
CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,489,149 | ||
| 30 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,478,774 | ||
| 30.1 |
Schwab S&P 500 Index Fund
Fund
S000005911 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
425,811 | ||
| 30.2 |
Schwab Fundamental U.S. Large Company ETF
Fund
S000040877 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
205,848 | ||
| 30.3 |
Schwab U.S. Large-Cap ETF
Fund
S000026632 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
203,977 | ||
| 30.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
115,917 | ||
| 30.5 |
Schwab Fundamental U.S. Large Company Index Fund
Fund
S000016766 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
113,075 | ||
| 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
|
1,438,684 | ||
| 31.1 |
UBS U.S. Allocation Fund
Fund
S000002487 · Registered fund · May 31, 2026
UBS INVESTMENT TRUST, not summed
|
151 | ||
| 31.2 |
UBS GLOBAL ALLOCATION FUND
Fund
S000002979 · Registered fund · Jun 30, 2026
UBS FUNDS, not summed
|
57 | ||
| 31.3 |
PACE Alternative Strategies Investments
Fund
S000006035 · Registered fund · Jul 31, 2026
PACE SELECT ADVISORS TRUST, not summed
|
10 | ||
| 32 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,384,237 | ||
| 32.1 |
BNY Mellon US Large Cap Core Equity ETF
Fund
S000067260 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
15,706 | ||
| 33 |
DEUTSCHE BANK AG\
13F
CIK 948046 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,353,108 | ||
| 33.1 |
DWS Core Equity Fund
Fund
S000005706 · Registered fund · Jun 30, 2026
DEUTSCHE DWS INVESTMENT TRUST, not summed
|
434,221 | ||
| 33.2 |
DWS Enhanced Core Equity Fund
Fund
S000062621 · Registered fund · May 31, 2026
DEUTSCHE DWS INVESTMENT TRUST, not summed
|
25,792 | ||
| 33.3 |
DWS Core Equity VIP
Fund
S000006247 · Registered fund · Jun 30, 2026
DEUTSCHE DWS VARIABLE SERIES I, not summed
|
10,396 | ||
| 33.4 |
Xtrackers Russell US Multifactor ETF
Fund
S000048521 · Registered fund · Aug 31, 2026
DBX ETF Trust, not summed
|
10,050 | ||
| 33.5 |
Deutsche DWS Equity 500 Index Portfolio
Fund
S000009010 · Registered fund · Jun 30, 2026
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
|
6,000 | ||
| 34 |
VANGUARD MID-CAP VALUE INDEX FUND
Fund
S000012757 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,223,423 | ||
| 35 |
CAPTRUST FINANCIAL ADVISORS
13F
CIK 1512024 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,166,862 | ||
| 36 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,095,171 | ||
| 37 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,069,413 | ||
| 38 |
VANGUARD INSTITUTIONAL INDEX FUND
Fund
S000002853 · Registered fund · Jun 30, 2026
VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
|
1,034,576 | ||
| 39 |
|
986,476 | ||
| 40 |
Public Sector Pension Investment Board
13F
CIK 1396318 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
936,383 | ||
| 41 |
VICTORY CAPITAL MANAGEMENT INC
13F
CIK 1040188 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
911,227 | ||
| 41.1 |
Victory RS Global Fund
Fund
S000053563 · Registered fund · Jun 30, 2026
Victory Portfolios, not summed
|
152,507 | ||
| 41.2 |
Victory Income Stock Fund
Fund
S000012900 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
88,270 | ||
| 41.3 |
Victory Sustainable World Fund
Fund
S000012923 · Registered fund · May 31, 2026
Victory Portfolios III, not summed
|
72,554 | ||
| 41.4 |
Victory Value Fund
Fund
S000012920 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
45,375 | ||
| 41.5 |
Victory 500 Index Fund
Fund
S000012915 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
44,359 | ||
| 42 |
Amundi
13F
CIK 1330387 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
898,136 | ||
| 43 |
Pacer Advisors, Inc.
13F
CIK 1616667 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
894,118 | ||
| 44 |
Columbia Contrarian Core Fund
Fund
S000012077 · Registered fund · May 31, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
|
884,732 | ||
| 45 |
Pacer US Cash Cows 100 ETF
Fund
S000055466 · Registered fund · Jul 31, 2026
Pacer Funds Trust, not summed
|
871,887 | ||
| 46 |
Capital Research Global Investors
13F
CIK 1422848 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
855,457 | ||
| 47 |
NORDEA INVESTMENT MANAGEMENT AB
13F
CIK 1218210 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
686,517 | ||
| 48 |
|
681,701 | ||
| 49 |
MENORA MIVTACHIM HOLDINGS LTD.
13F
CIK 1351917 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
666,200 | ||
| 50 |
|
656,721 |
190 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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Key facts
CIK
822416
CUSIP
745867101
13F (30d)
223 filings
211 filers
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