RGA · Reinsurance Group Of America Inc · Shareholders & Ownership

$267.50 +5.60 (+2.14%) Play latest call Q3 2026 earnings call transcript

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$17.04B

65.05M

Volume · Nov 9 22.82K Avg daily vol (3M) 397.16K

Every disclosed holder of RGA 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 RGA

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)	669	65,442,314	100.60%	Yes
Insiders (Forms 3, 4, 5)	19	178,652	0.27%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	571,056	-0.88%	Negative
Registered funds (N-PORT, not summed)	530	29,959,503	46.06%	No

Shares outstanding: 65,049,910, 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 RGA

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	6,810,718	10.47%	+131,403	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,242,039	3.45%	+66,385	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	328,681	0.51%	-5,502	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	270,002	0.42%	+17,753	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	146,487	0.23%	-4,967	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	109,878	0.17%	+5,560	Jul 31, 2026	iShares Trust, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,923,875	9.11%	-2,985	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	1,040,289	1.60%	+5,486	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
2.2	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	481,959	0.74%	-647	Jul 31, 2026	Fidelity Puritan Trust, not summed
2.3	Fidelity Balanced Fund Fund S000007151 · Registered fund · Aug 31, 2026 Fidelity Puritan Trust, not summed	477,556	0.73%	-1,063	Aug 31, 2026	Fidelity Puritan Trust, not summed
2.4	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	397,816	0.61%	+70,267	Jul 31, 2026	Fidelity Capital Trust, not summed
2.5	Fidelity Series Stock Selector Large Cap Value Fund Fund S000039218 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	351,500	0.54%	+22,000	Jul 31, 2026	Fidelity Devonshire Trust, not summed
3	HARRIS ASSOCIATES L P 13F CIK 813917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,684,424	7.20%	-166,054	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Oakmark Fund Fund S000002758 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	1,883,028	2.89%	-116,000	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
3.2	Oakmark Equity and Income Fund Fund S000002760 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	583,898	0.90%	0	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,493,339	5.37%	-10,859	Jun 30, 2026	carried, not yet filed for the newest quarter
5	WCM INVESTMENT MANAGEMENT, LLC 13F CIK 1061186 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,007,065	4.62%	+176,445	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,961,322	4.55%	+23,027	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,358,429	3.63%	+89,226	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	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	331,614	0.51%	+10,593	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	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	100,628	0.15%	-357	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S&P(R) Insurance ETF Fund S000006979 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	39,885	0.06%	+2,251	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	22,391	0.03%	-900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	13,114	0.02%	+160	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,219,193	3.41%	-47,468	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,080,517	3.20%	+3,085	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,521,592	2.34%	-303,790	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Mid Cap Value Fund Fund S000005779 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	358,306	0.55%	-95,615	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
10.2	Equity Income Fund Fund S000005776 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	298,445	0.46%	-69,593	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
10.3	Focused Large Cap Value Fund Fund S000005778 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	211,239	0.32%	-26,076	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
10.4	Value Fund Fund S000005782 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	87,525	0.13%	-2,915	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,502,190	2.31%	-9,619	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	1,478,299	2.27%	0	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	1,392,453	2.14%	-22,563	Sep 30, 2026
14	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,337,571	2.06%	-524,102	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	112,613	0.17%	-57,810	Jun 30, 2026	AQR Funds, not summed
14.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	39,462	0.06%	-41,601	Jun 30, 2026	AQR Funds, not summed
14.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	25,607	0.04%	-5,597	Jun 30, 2026	AQR Funds, not summed
14.4	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	20,924	0.03%	0	Jun 30, 2026	AQR Funds, not summed
14.5	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	11,795	0.02%	-5,344	Jun 30, 2026	AQR Funds, not summed
15	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,243,497	1.91%	+33,294	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	70	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	1,226,424	1.89%	+61,517	Sep 30, 2026
16.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	239,938	0.37%	+33,750	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	214,225	0.33%	+26,860	Jul 31, 2026	Dimensional ETF Trust, not summed
16.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	92,824	0.14%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	85,412	0.13%	+1,553	Jul 31, 2026	Dimensional ETF Trust, not summed
16.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	75,722	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,183,130	1.82%	+4,621	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	951,759	1.46%	-10,909	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	851,264	1.31%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
20	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	845,614	1.30%	+8,223	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	SEI Enhanced U.S. Large Cap Value Factor ETF Fund S000075039 · Registered fund · Jun 30, 2026 SEI EXCHANGE TRADED FUNDS, not summed	66,922	0.10%	+11,739	Jun 30, 2026	SEI EXCHANGE TRADED FUNDS, not summed
20.2	SIIT U.S. Equity Factor Allocation Fund Fund S000061159 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	55,775	0.09%	+4,700	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
20.3	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	9,916	0.02%	-300	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
20.4	SIIT SMALL/MID CAP FUND Fund S000006770 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	7,170	0.01%	-2,240	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
20.5	SIIT LARGE CAP INDEX FUND Fund S000006768 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	1,499	0.00%	-500	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	750,738	1.15%	+17,723	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	BAHL & GAYNOR INC 13F CIK 872259 · Investment adviser · Sep 30, 2026	746,325	1.15%	+8,563	Sep 30, 2026
22.1	Bahl & Gaynor Small/Mid Cap Income Growth ETF Fund S000072560 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	190,735	0.29%	+7,808	Jun 30, 2026	ETF Series Solutions, not summed
22.2	Bahl & Gaynor Dividend ETF Fund S000089194 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	78,309	0.12%	-276	Jun 30, 2026	ETF Series Solutions, not summed
22.3	Bahl & Gaynor Small Cap Dividend ETF Fund S000089193 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	16,931	0.03%	+304	Jun 30, 2026	ETF Series Solutions, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	705,142	1.08%	+27,535	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	42,584	0.07%	+1,259	Jun 30, 2026	Northern Funds, not summed
23.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,798	0.02%	-292	Jul 31, 2026	FlexShares Trust, not summed
23.3	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,673	0.02%	—	Jun 30, 2026	Northern Funds, not summed
24	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	693,783	1.07%	+214,783	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	149,857	0.23%	—	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
24.2	First Trust WCM Focused Global Growth Fund Fund S000086667 · Registered fund · Jun 30, 2026 First Trust Series Fund, not summed	103,294	0.16%	+13,375	Jun 30, 2026	First Trust Series Fund, not summed
24.3	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	47,775	0.07%	+941	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
24.4	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	36,443	0.06%	+3,280	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
24.5	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	14,531	0.02%	+1,194	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
25	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	576,907	0.89%	+180,229	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Harding Loevner LP 13F CIK 928196 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	547,439	0.84%	-149,358	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Harding Loevner Global Equity Portfolio Fund S000004200 · Registered fund · Jul 31, 2026 HARDING LOEVNER FUNDS INC, not summed	61,336	0.09%	+4,788	Jul 31, 2026	HARDING LOEVNER FUNDS INC, not summed
27	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	531,653	0.82%	-34,000	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Ensign Peak Advisors, Inc 13F CIK 1454984 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	514,099	0.79%	+6,679	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Douglas Lane & Associates, LLC 13F CIK 1672594 · Registered investment adviser · Sep 30, 2026	505,873	0.78%	-20,943	Sep 30, 2026
30	Polar Capital Holdings Plc 13F CIK 1837309 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	495,025	0.76%	-51,804	Jun 30, 2026	carried, not yet filed for the newest quarter
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	465,378	0.72%	+5,375	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	181,214	0.28%	+3,635	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	69,656	0.11%	+262	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	39,707	0.06%	+1,119	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	39,389	0.06%	+443	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.5	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	36,353	0.06%	+4,118	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	462,347	0.71%	+31,233	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
33	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	461,288	0.71%	+65,366	Jun 30, 2026	carried, not yet filed for the newest quarter
34	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	456,872	0.70%	-15,314	Jun 30, 2026	carried, not yet filed for the newest quarter
35	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	443,627	0.68%	+107,893	Jun 30, 2026	carried, not yet filed for the newest quarter
36	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	424,834	0.65%	+75,731	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Columbia Select Mid Cap Value Fund Fund S000010792 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	241,121	0.37%	+40,000	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
36.2	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	44,501	0.07%	-2,436	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
36.3	Columbia Variable Portfolio - Select Mid Cap Value Fund Fund S000019847 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	20,757	0.03%	0	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
36.4	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	19,722	0.03%	-2,606	Jul 31, 2026	Columbia ETF Trust I, not summed
36.5	Columbia Research Enhanced Value ETF Fund S000066077 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	2,239	0.00%	-59	Jul 31, 2026	Columbia ETF Trust I, not summed
37	Freestone Grove Partners LP 13F CIK 2007591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	419,389	0.64%	+263,995	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	413,802	0.64%	+6,876	Jun 30, 2026	carried, not yet filed for the newest quarter
39	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	409,638	0.63%	+4,757	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	395,354	0.61%	+80,655	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	116,969	0.18%	+2,176	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
40.2	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	65,640	0.10%	+11,409	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
40.3	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	33,396	0.05%	-3,383	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
40.4	Invesco S&P MidCap 400 GARP ETF Fund S000060794 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	32,776	0.05%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
40.5	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	22,875	0.04%	+115	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
41	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	375,886	0.58%	-13,657	Sep 30, 2026
41.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	11,039	0.02%	+442	Jul 31, 2026	BNY Mellon ETF Trust, not summed
42	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	370,668	0.57%	+1,661	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
43	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	363,559	0.56%	-134,107	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	362,905	0.56%	-6,742	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Khrom Capital Management LLC 13F CIK 1877963 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	347,359	0.53%	+55,542	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	344,025	0.53%	+10,551	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	308,042	0.47%	+6,882	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Prana Capital Management, LP 13F CIK 1710951 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	302,383	0.46%	+83,931	Jun 30, 2026	carried, not yet filed for the newest quarter
49	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	286,721	0.44%	+12,930	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Natixis Oakmark Fund Fund S000008033 · Registered fund · Jun 30, 2026 Natixis Funds Trust II, not summed	73,325	0.11%	-11,800	Jun 30, 2026	Natixis Funds Trust II, not summed
50	Swedbank AB 13F CIK 946431 · Unknown · Sep 30, 2026	278,190	0.43%	+278,190	Sep 30, 2026

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Key facts CIK 898174 CUSIP 759351604 13F (30d) 337 filings 301 filers Visit website Investor relations