ROST · Ross Stores, Inc. · Shareholders & Ownership

$236.67 +2.49 (+1.06%) At close · Oct 22

S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked

Market Cap

$74.81B

319.45M

Volume · Oct 22 1.75M Avg daily vol (3M) 2.27M

Every disclosed holder of ROST 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 ROST

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	1,452	299,185,447	93.66%	Yes
Insiders (Forms 3, 4, 5)	20	6,739,966	2.11%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	13,527,697	4.23%	Rest
Registered funds (N-PORT, not summed)	1,134	134,064,441	41.97%	No

Shares outstanding: 319,453,110, 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 ROST

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	27,900,923	8.73%	+3,044,139	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	25,664,414	8.03%	+3,047,868	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,430,913	1.39%	+270,519	Jun 30, 2026	iShares Trust, not summed
1.3	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	2,886,956	0.90%	—	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,051,847	0.33%	+795,091	Jun 30, 2026	iShares Trust, not summed
1.5	iShares MSCI USA Momentum Factor ETF Fund S000040316 · Registered fund · Jul 31, 2026 iShares Trust, not summed	573,821	0.18%	+241,375	Jul 31, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,040,574	6.59%	+20,644	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	14,643,656	4.58%	+734,009	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF Fund S000006408 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,811,016	0.57%	+84,218	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	768,304	0.24%	+88,795	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	230,823	0.07%	+7,834	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	203,803	0.06%	+4,924	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	125,856	0.04%	+6,800	Jun 30, 2026	STATE STREET INSTITUTIONAL 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	14,517,853	4.54%	+337,028	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,316,939	3.86%	+5,528,579	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Invesco NASDAQ 100 ETF Fund S000069448 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,374,176	0.43%	+137,048	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
5.2	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	804,251	0.25%	+11,297	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
5.3	Invesco S&P 500 Quality ETF Fund S000003049 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	591,300	0.19%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
5.4	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	574,584	0.18%	+14,523	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
5.5	Invesco Charter Fund Fund S000000277 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	147,981	0.05%	0	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,973,537	3.44%	+1,818,823	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	4,139,130	1.30%	+225	May 31, 2026	Fidelity Concord Street Trust, not summed
6.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,265,842	0.40%	-374,540	May 31, 2026	Fidelity Rutland Square Trust II, not summed
6.3	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	945,477	0.30%	+820,400	Jul 31, 2026	Fidelity Securities Fund, not summed
6.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	611,249	0.19%	+3,496	May 31, 2026	Fidelity Concord Street Trust, not summed
6.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	493,799	0.15%	+12,287	May 31, 2026	Fidelity Concord Street Trust, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,226,224	3.20%	-44,708	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,509,998	2.98%	+93,132	Jun 30, 2026	carried, not yet filed for the newest quarter
9	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,104,980	2.85%	-65,050	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	VANGUARD PRIMECAP FUND Fund S000002568 · Registered fund · Jun 30, 2026 VANGUARD CHESTER FUNDS, not summed	6,687,770	2.09%	-51,700	Jun 30, 2026	VANGUARD CHESTER FUNDS, not summed
9.2	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	969,600	0.30%	0	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
9.3	PRIMECAP Odyssey Stock Fund Fund S000005539 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	443,260	0.14%	-10,930	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
9.4	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	442,400	0.14%	-2,400	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
9.5	PRIMECAP PORTFOLIO Fund S000004397 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	211,600	0.07%	0	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
10	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,685,523	2.72%	-1,180,422	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,347,209	2.61%	+128,263	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,943,924	2.49%	-1,161,807	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,980,254	2.19%	-4,838	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Invesco QQQ Trust, Series 1 Fund S000101292 · Registered fund · Jun 30, 2026 Invesco QQQ Trust, Series 1, not summed	6,838,296	2.14%	+24,592	Jun 30, 2026	Invesco QQQ Trust, Series 1, not summed
15	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,615,682	2.07%	+3,118,591	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	VANGUARD WELLINGTON FUND Fund S000004406 · Registered fund · May 31, 2026 VANGUARD WELLINGTON FUND, not summed	2,513,072	0.79%	—	May 31, 2026	VANGUARD WELLINGTON FUND, not summed
15.2	BALANCED PORTFOLIO Fund S000004390 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	80,023	0.03%	+28,223	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
15.3	GROWTH PORTFOLIO Fund S000004401 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	35,498	0.01%	+4,498	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
16	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,956,732	1.86%	-458,141	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	T. Rowe Price Blue Chip Growth Fund, Inc. Fund S000002069 · Registered fund · Jun 30, 2026 T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed	1,470,745	0.46%	-60,748	Jun 30, 2026	T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed
16.2	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	1,425,845	0.45%	-276,228	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
16.3	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	200,135	0.06%	-1,322	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
16.4	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	119,417	0.04%	+8,984	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
16.5	T. Rowe Price Dividend Growth ETF Fund S000067975 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	85,442	0.03%	-9,477	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
17	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	5,834,005	1.83%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
18	ORBAN GEORGE Insider CIK 1238943 · Jan 31, 2026 Director, issuer-wide	5,665,873	1.77%	—	Jan 31, 2026	Director, issuer-wide
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,005,817	1.57%	-310,972	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,036	0.00%	-8	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
19.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	669	0.00%	+89	Jul 31, 2026	E Trade Trust, not summed
19.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	480	0.00%	+73	Jul 31, 2026	E Trade Trust, not summed
19.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	137	0.00%	-5	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
20	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,024,365	1.26%	-43,480	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Goldman Sachs Nasdaq-100 Premium Income ETF Fund S000081510 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	86,965	0.03%	+29,215	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
20.2	Goldman Sachs Mid Cap Growth Fund Fund S000009321 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	85,722	0.03%	-20,461	May 31, 2026	Goldman Sachs Trust, not summed
20.3	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	73,897	0.02%	+8,082	May 31, 2026	Goldman Sachs ETF Trust, not summed
20.4	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	73,684	0.02%	-40,688	May 31, 2026	Goldman Sachs Trust, not summed
20.5	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	30,692	0.01%	-1,120	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
21	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,504,868	1.10%	+1,655,688	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	228,018	0.07%	+165,475	Jun 30, 2026	AQR Funds, not summed
21.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	72,887	0.02%	+42,201	Jun 30, 2026	AQR Funds, not summed
21.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	44,309	0.01%	+7,188	Jun 30, 2026	AQR Funds, not summed
21.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	30,752	0.01%	+12,353	Jun 30, 2026	AQR Funds, not summed
21.5	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	13,185	0.00%	—	Jun 30, 2026	AQR Funds, not summed
22	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,419,275	1.07%	-274,994	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	First Trust Capital Strength ETF Fund S000012555 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	676,126	0.21%	-168,412	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
22.2	FT Vest Rising Dividend Achievers Target Income ETF Fund S000077479 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	339,416	0.11%	+7,195	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
22.3	First Trust Growth Strength ETF Fund S000077796 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	108,942	0.03%	-19,273	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
22.4	First Trust Long/Short Equity ETF Fund S000045700 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund III, not summed	66,150	0.02%	+17,344	Jul 31, 2026	First Trust Exchange-Traded Fund III, not summed
22.5	First Trust Large Cap Growth AlphaDEX Fund Fund S000017341 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	48,301	0.02%	+1,706	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,318,711	1.04%	+66,919	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	96,470	0.03%	0	Jun 30, 2026	Northern Funds, not summed
23.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,773	0.00%	—	Jun 30, 2026	Northern Funds, not summed
23.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,450	0.00%	+366	Jul 31, 2026	FlexShares Trust, not summed
23.4	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	977	0.00%	—	Jun 30, 2026	Northern Funds, not summed
23.5	Large Cap Value Fund Fund S000001271 · Registered fund · Jun 30, 2026 Northern Funds, not summed	640	0.00%	-107	Jun 30, 2026	Northern Funds, not summed
24	JPMorgan Equity Premium Income ETF Fund S000068402 · Registered fund · Jun 30, 2026 J.P. Morgan Exchange-Traded Fund Trust, not summed	3,170,161	0.99%	-296,501	Jun 30, 2026	J.P. Morgan Exchange-Traded Fund Trust, not summed
25	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,067,652	0.96%	+76,406	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,044,245	0.95%	+39,336	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	505,819	0.16%	+31,697	Jul 31, 2026	Dimensional ETF Trust, not summed
26.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	432,923	0.14%	+4,224	Jul 31, 2026	Dimensional ETF Trust, not summed
26.3	U.S. High Relative Profitability Portfolio Fund S000057237 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	301,391	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
26.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	270,627	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
26.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	259,859	0.08%	-3,843	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
27	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,520,493	0.79%	-4,532	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Victory Pioneer Fundamental Growth Fund Fund S000089760 · Registered fund · Jun 30, 2026 Victory Portfolios IV, not summed	741,320	0.23%	+109	Jun 30, 2026	Victory Portfolios IV, not summed
27.2	Victory Nasdaq-100 Index Fund Fund S000012907 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	132,212	0.04%	-6,658	Jul 31, 2026	Victory Portfolios III, not summed
27.3	Victory Pioneer Select Mid Cap Growth Fund Fund S000089755 · Registered fund · May 31, 2026 Victory Portfolios IV, not summed	118,084	0.04%	-982	May 31, 2026	Victory Portfolios IV, not summed
27.4	Victory Income Stock Fund Fund S000012900 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	79,100	0.02%	+45,700	Jul 31, 2026	Victory Portfolios III, not summed
27.5	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	73,570	0.02%	-1,748	Jul 31, 2026	Victory Portfolios III, not summed
28	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,468,007	0.77%	+7,852	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,446,237	0.77%	-366,053	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,429,697	0.76%	+404,591	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	PIMCO Dynamic Bond Fund Fund S000022557 · Registered fund · Jun 30, 2026 PIMCO FUNDS, not summed	25,000	0.01%	—	Jun 30, 2026	PIMCO FUNDS, not summed
30.2	PIMCO Dividend and Income Fund Fund S000034646 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	2,082	0.00%	+1,181	Jun 30, 2026	PIMCO Equity Series, not summed
30.3	PIMCO LOW DURATION OPPORTUNITIES FUND Fund S000024795 · Registered fund · Jun 30, 2026 PIMCO FUNDS, not summed	1,000	0.00%	—	Jun 30, 2026	PIMCO FUNDS, not summed
30.4	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	464	0.00%	+60	Jun 30, 2026	PIMCO Equity Series, not summed
31	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,424,865	0.76%	+623,413	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	525,222	0.16%	-152,308	Jun 30, 2026	MFS SERIES TRUST XI, not summed
31.2	MFS Massachusetts Investors Growth Stock Fund Fund S000000695 · Registered fund · May 31, 2026 MFS Massachusetts Investors Growth Stock Fund, not summed	193,911	0.06%	-347,396	May 31, 2026	MFS Massachusetts Investors Growth Stock Fund, not summed
31.3	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	81,495	0.03%	—	May 31, 2026	MFS Series Trust X, not summed
31.4	MFS Growth Series Fund S000002673 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	39,163	0.01%	—	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
31.5	MFS Equity Income Fund Fund S000038342 · Registered fund · Jul 31, 2026 MFS SERIES TRUST VII, not summed	29,650	0.01%	—	Jul 31, 2026	MFS SERIES TRUST VII, not summed
32	First Trust Rising Dividend Achievers ETF Fund S000043486 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	2,309,811	0.72%	-34,789	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
33	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,237,256	0.70%	+55,999	Jun 30, 2026	carried, not yet filed for the newest quarter
34	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,176,560	0.68%	+386,520	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	243	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
34.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	99	0.00%	+20	Jun 30, 2026	UBS FUNDS, not summed
35	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,172,402	0.68%	+402,964	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Columbia Disciplined Core Fund Fund S000031356 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	311,171	0.10%	+63,925	Jul 31, 2026	Columbia Funds Series Trust II, not summed
35.2	Columbia Variable Portfolio - Disciplined Core Fund Fund S000019844 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	219,642	0.07%	+49,484	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
35.3	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	170,815	0.05%	-26,704	Jul 31, 2026	Columbia ETF Trust I, not summed
35.4	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	78,188	0.02%	-16,113	May 31, 2026	Columbia Funds Series Trust II, not summed
35.5	Multi-Manager Large Cap Growth Strategies Fund Fund S000091548 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	67,200	0.02%	—	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
36	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,155,482	0.67%	+268,266	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	705,371	0.22%	+53,004	Jun 30, 2026	College Retirement Equities Fund, not summed
36.2	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	348,823	0.11%	-10,651	Jun 30, 2026	College Retirement Equities Fund, not summed
36.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	257,760	0.08%	-8,414	Jul 31, 2026	TIAA-CREF Funds, not summed
36.4	Nuveen ESG Large-Cap Growth ETF Fund S000055811 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	174,869	0.05%	+50,520	Jul 31, 2026	NuShares ETF Trust, not summed
36.5	Nuveen Dividend Value Fund Fund S000005579 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	157,423	0.05%	—	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
37	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,132,541	0.67%	+112,337	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Franklin Rising Dividends Fund Fund S000006858 · Registered fund · Jun 30, 2026 Franklin Managed Trust, not summed	1,647,500	0.52%	-27,500	Jun 30, 2026	Franklin Managed Trust, not summed
37.2	Franklin Rising Dividends VIP Fund Fund S000007313 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	98,679	0.03%	+395	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
37.3	Franklin U.S. Large Cap Multifactor Index ETF Fund S000057200 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	37,944	0.01%	+13,005	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
37.4	Franklin Systematic Style Premia ETF Fund S000066719 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	15,381	0.00%	+2,045	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
37.5	Franklin U.S. Equity Index ETF Fund S000053154 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	9,696	0.00%	+1,072	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
38	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,023,570	0.63%	-39,298	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	719,542	0.23%	+461	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	344,168	0.11%	+9,696	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	195,118	0.06%	+4,755	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	191,439	0.06%	+1,874	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	163,007	0.05%	-8,277	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,977,074	0.62%	+689,396	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,906,630	0.60%	+50,811	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,844,380	0.58%	+15,601	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,810,858	0.57%	-41,023	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	26,597	0.01%	-671	Jul 31, 2026	BNY Mellon ETF Trust, not summed
43	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,748,939	0.55%	-74,640	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
44	SG Americas Securities, LLC 13F CIK 1313360 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,722,942	0.54%	+849,353	Jun 30, 2026	carried, not yet filed for the newest quarter
45	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,485,113	0.46%	-146,280	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	784,188	0.25%	-71,208	Jul 31, 2026	Principal Funds, Inc, not summed
45.2	LargeCap Growth Fund I Fund S000007077 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	87,901	0.03%	+85,923	Jul 31, 2026	Principal Funds, Inc, not summed
45.3	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	66,396	0.02%	-1,711	Jul 31, 2026	Principal Funds, Inc, not summed
45.4	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	15,847	0.01%	-1,799	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
45.5	LargeCap S&P 500 Index Account Fund S000007660 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	12,145	0.00%	-1,227	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
46	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,458,181	0.46%	-754,331	Jun 30, 2026	carried, not yet filed for the newest quarter
47	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,348,216	0.42%	+234,753	Jun 30, 2026	carried, not yet filed for the newest quarter
48	National Pension Service 13F CIK 1608046 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,335,942	0.42%	-4,937	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	1,335,611	0.42%	-247,252	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Vaughan Nelson Select Fund Fund S000037523 · Registered fund · May 31, 2026 Natixis Funds Trust II, not summed	74,785	0.02%	—	May 31, 2026	Natixis Funds Trust II, not summed
49.2	Natixis Vaughan Nelson Select ETF Fund S000068960 · Registered fund · Jun 30, 2026 Natixis ETF Trust II, not summed	1,840	0.00%	+320	Jun 30, 2026	Natixis ETF Trust II, not summed
50	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,281,560	0.40%	-327,047	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 745732 CUSIP 778296103 13F (30d) 333 filings 320 filers Visit website Investor relations