PTC · Ptc Inc. · Shareholders & Ownership

$196.00 -0.25 (-0.13%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$21.27B

108.51M

Volume · Nov 13 827.13K Avg daily vol (3M) 2.46M

Every disclosed holder of PTC 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 PTC

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)	701	111,698,947	102.94%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,192,686	-2.94%	Negative
Registered funds (N-PORT, not summed)	653	49,224,691	45.37%	No

Shares outstanding: 108,506,261, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 PTC

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	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,047,842	12.03%	-6,061,069	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	13,063,201	12.04%	-6,031,807	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Sep 30, 2026	10,542,798	9.72%	-956,842	Sep 30, 2026
2.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,588,636	1.46%	+58,693	Jun 30, 2026	iShares Trust, not summed
2.2	iShares MSCI USA Min Vol Factor ETF Fund S000031838 · Registered fund · Jul 31, 2026 iShares Trust, not summed	863,779	0.80%	-59,887	Jul 31, 2026	iShares Trust, not summed
2.3	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	591,402	0.55%	+62,317	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	488,281	0.45%	+38,791	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	265,555	0.24%	+24,098	Jun 30, 2026	iShares Trust, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Sep 30, 2026	7,100,970	6.54%	-449,310	Sep 30, 2026
4	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	6,079,829	5.60%	-372,494	Sep 30, 2026
4.1	State Street(R) Technology Select Sector SPDR(R) ETF Fund S000006415 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	797,390	0.73%	-95,000	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
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	275,608	0.25%	+24,823	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	182,617	0.17%	+63,840	Jun 30, 2026	SPDR SERIES TRUST, not summed
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	140,512	0.13%	+226	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	41,100	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Sep 30, 2026	5,229,364	4.82%	-499,733	Sep 30, 2026
6	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,684,121	3.40%	+154,051	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	220,707	0.20%	+11,833	Jun 30, 2026	Janus Aspen Series, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,666,259	3.38%	-110,841	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	3,470,744	3.20%	-283,289	Sep 30, 2026
9	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,135,548	2.89%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,991,292	2.76%	-32,428	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Invesco Ltd. 13F CIK 914208 · Investment adviser · Sep 30, 2026	2,897,592	2.67%	+222,456	Sep 30, 2026
11.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,379,189	1.27%	+318,715	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.2	Invesco S&P 500 Equal Weight Technology ETF Fund S000060789 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	553,154	0.51%	+202,808	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.3	Invesco S&P 500 Quality ETF Fund S000003049 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	191,616	0.18%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.4	Invesco S&P 500 GARP ETF Fund S000032768 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	173,956	0.16%	+43,790	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.5	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · Aug 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	101,840	0.09%	+17,353	Aug 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
12	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Sep 30, 2026	2,896,327	2.67%	-784,217	Sep 30, 2026
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,647,921	2.44%	-95,905	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	2,603,654	2.40%	+75,054	Jun 30, 2026	Janus Investment Fund, not summed
15	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,274,229	2.10%	+1,691,141	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Standard Investments LLC 13F CIK 1539436 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,812,500	1.67%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
17	DNB Asset Management AS 13F CIK 1456670 · Investment adviser · Sep 30, 2026	1,752,899	1.62%	+1,649,540	Sep 30, 2026
18	FERNBRIDGE CAPITAL MANAGEMENT LP 13F CIK 1827734 · Unknown · Sep 30, 2026	1,725,970	1.59%	+624,860	Sep 30, 2026
19	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 13F CIK 1367401 · Non-US institution · Sep 30, 2026	1,617,697	1.49%	+133,825	Sep 30, 2026
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Sep 30, 2026	1,528,741	1.41%	-1,422	Sep 30, 2026
20.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	391	0.00%	+2	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
20.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	177	0.00%	+49	Jul 31, 2026	E Trade Trust, not summed
20.3	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	170	0.00%	-35	Jul 31, 2026	E Trade Trust, not summed
20.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	52	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
21	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,523,467	1.40%	-11,394	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,417,714	1.31%	-75,186	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	33,878	0.03%	+1,990	Jun 30, 2026	Northern Funds, not summed
22.2	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	13,440	0.01%	+420	Jul 31, 2026	FlexShares Trust, not summed
22.3	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,719	0.01%	+3,883	Jun 30, 2026	Northern Funds, not summed
22.4	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,456	0.01%	0	Jun 30, 2026	Northern Funds, not summed
22.5	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,276	0.00%	—	Jul 31, 2026	FlexShares Trust, not summed
23	State Street(R) SPDR(R) S&P 500(R) ETF Trust Fund · Registered fund · Jun 30, 2026 State Street(R) SPDR(R) S&P 500(R) ETF Trust, not summed	1,399,903	1.29%	—	Jun 30, 2026	State Street(R) SPDR(R) S&P 500(R) ETF Trust, not summed
24	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · Aug 31, 2026 VANGUARD WORLD FUND, not summed	1,297,425	1.20%	+2,587	Aug 31, 2026	VANGUARD WORLD FUND, not summed
25	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Sep 30, 2026	1,255,780	1.16%	+703,949	Sep 30, 2026
26	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Sep 30, 2026	1,228,905	1.13%	+423,096	Sep 30, 2026
27	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,168,473	1.08%	-1,953,711	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	T. Rowe Price Capital Appreciation Fund Fund S000002070 · Registered fund · Jun 30, 2026 T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed	4,194,261	3.87%	-3,528,735	Jun 30, 2026	T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed
27.2	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	2,758,038	2.54%	-1,862	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
27.3	T. Rowe Price Capital Appreciation Equity ETF Fund S000079834 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	802,882	0.74%	-156,354	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
27.4	T. Rowe Price Institutional Mid-Cap Equity Growth Fund Fund S000002092 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	312,931	0.29%	-30,310	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
27.5	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	244,753	0.23%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
28	Amundi 13F CIK 1330387 · Holding company · Sep 30, 2026	1,149,607	1.06%	+201,945	Sep 30, 2026
29	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	1,122,548	1.03%	-186,093	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · Aug 31, 2026 UBS INVESTMENT TRUST, not summed	94	0.00%	0	Aug 31, 2026	UBS INVESTMENT TRUST, not summed
29.2	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	84	0.00%	+26	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
29.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	33	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
30	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	1,093,785	1.01%	+57,376	Sep 30, 2026
30.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	147,719	0.14%	+7,810	Jul 31, 2026	Dimensional ETF Trust, not summed
30.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	109,839	0.10%	—	Jul 31, 2026	Dimensional ETF Trust, not summed
30.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	77,013	0.07%	—	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
30.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	52,785	0.05%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
30.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	46,391	0.04%	-18,877	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
31	JNL/T. Rowe Price Capital Appreciation Fund Fund S000068115 · Registered fund · Jun 30, 2026 JNL Series Trust, not summed	1,074,074	0.99%	-645,273	Jun 30, 2026	JNL Series Trust, 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	1,012,661	0.93%	+47,616	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	282,282	0.26%	+29,404	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	259,198	0.24%	-4,801	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	123,053	0.11%	-2,605	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	87,993	0.08%	+16,430	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	70,227	0.06%	+8	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Sep 30, 2026	984,567	0.91%	+573,823	Sep 30, 2026
34	FIL Ltd 13F CIK 318989 · Non-US institution · Sep 30, 2026	958,032	0.88%	+212,367	Sep 30, 2026
35	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	801,380	0.74%	+119,169	Jun 30, 2026	carried, not yet filed for the newest quarter
36	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Sep 30, 2026	791,933	0.73%	+43,997	Sep 30, 2026
36.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	8,405	0.01%	+300	Aug 31, 2026	DBX ETF Trust, not summed
36.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	7,558	0.01%	+398	Aug 31, 2026	DBX ETF Trust, not summed
36.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	3,417	0.00%	-412	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
36.4	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	3,075	0.00%	+548	Aug 31, 2026	DBX ETF Trust, not summed
36.5	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	1,973	0.00%	0	Aug 31, 2026	DBX ETF Trust, not summed
37	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	754,374	0.70%	+96,762	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	34,779	0.03%	+23,475	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
37.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	3,889	0.00%	-169	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
37.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	3,092	0.00%	-357	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
37.4	Goldman Sachs Strategic Factor Allocation Fund Fund S000054057 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,693	0.00%	-110	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
37.5	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	1,413	0.00%	-255	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
38	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Sep 30, 2026	738,163	0.68%	-525,628	Sep 30, 2026
39	LAZARD ASSET MANAGEMENT LLC 13F CIK 1207017 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	689,886	0.64%	-615,960	Jun 30, 2026	carried, not yet filed for the newest quarter
40	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	661,891	0.61%	-739,417	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	626,406	0.58%	-44,248	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Sep 30, 2026	612,541	0.56%	-36,437	Sep 30, 2026
43	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	587,782	0.54%	+231,563	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	571,850	0.53%	-23,046	Sep 30, 2026
44.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	9,342	0.01%	+10	Jul 31, 2026	BNY Mellon ETF Trust, not summed
45	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Sep 30, 2026	522,942	0.48%	+153,335	Sep 30, 2026
46	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	503,355	0.46%	-148,824	Jun 30, 2026	carried, not yet filed for the newest quarter
47	KBC Group NV 13F CIK 1411133 · Unknown · Sep 30, 2026	494,877	0.46%	+452,750	Sep 30, 2026
48	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Sep 30, 2026	492,267	0.45%	-29,545	Sep 30, 2026
48.1	Carillon Eagle Mid Cap Growth Fund Fund S000008481 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	307,838	0.28%	-14,003	Jun 30, 2026	Carillon Series Trust, not summed
49	FMR LLC 13F CIK 315066 · Holding company · Sep 30, 2026	485,585	0.45%	+231,510	Sep 30, 2026
49.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	1,499,373	1.38%	-23,425	Aug 31, 2026	Fidelity Concord Street Trust, not summed
49.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	450,521	0.42%	+13,971	Jul 31, 2026	Fidelity Salem Street Trust, not summed
49.3	Fidelity SAI U.S. Quality Index Fund Fund S000051137 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	412,243	0.38%	+46,381	Jul 31, 2026	Fidelity Salem Street Trust, not summed
49.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	220,907	0.20%	-3,649	Aug 31, 2026	Fidelity Concord Street Trust, not summed
49.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	179,980	0.17%	-1,485	Aug 31, 2026	Fidelity Concord Street Trust, not summed
50	Nuveen, LLC 13F CIK 1871926 · Unknown · Sep 30, 2026	482,698	0.44%	+73,316	Sep 30, 2026
50.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	102,007	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
50.2	College Retirement Equities Fund - Responsible Balanced Account Fund S000005086 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	68,845	0.06%	+13,666	Jun 30, 2026	College Retirement Equities Fund, not summed
50.3	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	53,457	0.05%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
50.4	Nuveen Large Cap Responsible Equity Fund Fund S000005371 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	50,946	0.05%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
50.5	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	43,522	0.04%	+3,854	Jul 31, 2026	TIAA-CREF Funds, not summed

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

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Key facts CIK 857005 CUSIP 69370C100 13F (30d) 554 filings 501 filers Visit website Investor relations