RS · Reliance, Inc. · Shareholders & Ownership

$417.27 +1.60 (+0.38%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$21.22B

51.05M

Volume · Oct 20 355.35K Avg daily vol (3M) 317.4K

Every disclosed holder of RS 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 RS

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)	693	41,852,646	81.99%	Yes
Insiders (Forms 3, 4, 5)	13	231,475	0.45%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	8,964,401	17.56%	Rest
Registered funds (N-PORT, not summed)	570	20,429,915	40.02%	No

Shares outstanding: 51,048,522, 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 RS

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	5,811,245	11.38%	-26,212	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	1,747,000	3.42%	+15,853	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	256,050	0.50%	-9,846	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	209,153	0.41%	+10,022	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	113,958	0.22%	-5,453	Jun 30, 2026	iShares Trust, not summed
1.5	iShares U.S. Infrastructure ETF Fund S000061314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	82,550	0.16%	+2,535	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,290,031	6.44%	-89,293	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	2,625,386	5.14%	-203,133	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF Fund S000012333 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	467,788	0.92%	-181,218	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	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	258,420	0.51%	+2,968	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	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	78,346	0.15%	-2,052	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF Fund S000030037 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	61,315	0.12%	+2,968	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
3.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	17,701	0.03%	-640	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,308,297	4.52%	-19,939	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,196,803	4.30%	+85,869	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,620,099	3.17%	-21,543	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,542,674	3.02%	+12,255	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	T. Rowe Price All-Cap Opportunities Fund Fund S000002104 · Registered fund · Jun 30, 2026 T. Rowe Price All-Cap Opportunities Fund, Inc., not summed	312,400	0.61%	+9,400	Jun 30, 2026	T. Rowe Price All-Cap Opportunities Fund, Inc., not summed
7.2	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	251,933	0.49%	+40,985	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
7.3	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	189,891	0.37%	-39,347	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
7.4	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	127,592	0.25%	-43,714	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
7.5	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	56,195	0.11%	+20,440	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
8	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,330,345	2.61%	-111,125	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	71,388	0.14%	0	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
9	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,170,685	2.29%	-22,207	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	953,533	1.87%	-16,209	Jun 30, 2026	carried, not yet filed for the newest quarter
11	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	832,230	1.63%	-227,255	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Franklin Mutual Shares Fund Fund S000007864 · Registered fund · Jun 30, 2026 Franklin Mutual Series Funds, not summed	353,053	0.69%	-106,743	Jun 30, 2026	Franklin Mutual Series Funds, not summed
11.2	Franklin Mutual Beacon Fund Fund S000007860 · Registered fund · Jun 30, 2026 Franklin Mutual Series Funds, not summed	277,944	0.54%	-66,674	Jun 30, 2026	Franklin Mutual Series Funds, not summed
11.3	Franklin Mutual Shares VIP Fund Fund S000007320 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	97,336	0.19%	-28,419	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
11.4	Franklin Mutual U.S. Mid Cap Value Fund Fund S000007352 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	20,441	0.04%	-21,476	Jul 31, 2026	Franklin Value Investors Trust, not summed
11.5	Franklin Natural Resources Fund Fund S000006887 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	10,400	0.02%	-1,000	Jul 31, 2026	Franklin Strategic Series, not summed
12	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	742,778	1.46%	-19,659	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
13	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	741,621	1.45%	-17,986	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	722,478	1.42%	-36,710	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	110,629	0.22%	-2,185	Jun 30, 2026	AB TRUST, not summed
14.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	33,356	0.07%	-5,357	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
14.3	AB Large Cap Value Fund Fund S000010411 · Registered fund · Jun 30, 2026 AB TRUST, not summed	19,236	0.04%	-1,536	Jun 30, 2026	AB TRUST, not summed
14.4	AB EQUITY INCOME FUND INC Fund S000010125 · Registered fund · May 31, 2026 AB EQUITY INCOME FUND INC, not summed	16,500	0.03%	+350	May 31, 2026	AB EQUITY INCOME FUND INC, not summed
14.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	1,120	0.00%	-134	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
15	YACKTMAN ASSET MANAGEMENT LP 13F CIK 905567 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	698,566	1.37%	+5,440	Jun 30, 2026	carried, not yet filed for the newest quarter
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	662,857	1.30%	-23,053	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	85,810	0.17%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	74,140	0.15%	+1,196	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	63,459	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.4	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	45,838	0.09%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
16.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	34,600	0.07%	+168	Jul 31, 2026	Dimensional ETF Trust, not summed
17	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	657,688	1.29%	-63,014	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Equity Income Fund Fund S000014240 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	327,772	0.64%	-36,105	Jul 31, 2026	Principal Funds, Inc, not summed
17.2	Small-MidCap Dividend Income Fund Fund S000032942 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	63,926	0.13%	-6,625	May 31, 2026	Principal Funds, Inc, not summed
17.3	Equity Income Account Fund S000014083 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	31,486	0.06%	-2,472	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
17.4	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	19,518	0.04%	-484	Jul 31, 2026	Principal Funds, Inc, not summed
17.5	Diversified Real Asset Fund Fund S000028139 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	3,537	0.01%	-693	May 31, 2026	Principal Funds, Inc, not summed
18	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	653,621	1.28%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
19	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	625,356	1.23%	+133,896	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	585,204	1.15%	+1,765	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	576,265	1.13%	-3,881	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	168	0.00%	-2	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
21.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	102	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	85	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	22	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
22	AMG Yacktman Fund Fund S000037566 · Registered fund · Jun 30, 2026 AMG Funds, not summed	500,000	0.98%	0	Jun 30, 2026	AMG Funds, not summed
23	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	481,435	0.94%	-59,618	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Equity Income Fund Fund S000005776 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	156,638	0.31%	0	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
23.2	Mid Cap Value Fund Fund S000005779 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	118,656	0.23%	-26,182	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
23.3	Disciplined Value Fund Fund S000005979 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	24,931	0.05%	-949	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	473,677	0.93%	-59,803	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	33,183	0.07%	+314	Jun 30, 2026	Northern Funds, not summed
24.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,422	0.00%	-200	Jul 31, 2026	FlexShares Trust, not summed
24.3	Large Cap Value Fund Fund S000001271 · Registered fund · Jun 30, 2026 Northern Funds, not summed	321	0.00%	-5	Jun 30, 2026	Northern Funds, not summed
25	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	473,536	0.93%	-33,348	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,402	0.01%	+4	Jul 31, 2026	BNY Mellon ETF Trust, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	431,536	0.85%	-6,183	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	141,387	0.28%	-37	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	71,333	0.14%	-2,736	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	55,691	0.11%	+1,344	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	35,864	0.07%	+711	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	30,897	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	416,997	0.82%	+33,366	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	383,259	0.75%	+24,404	May 31, 2026	GLOBAL X FUNDS, not summed
27.2	Global X Adaptive U.S. Risk Management ETF Fund S000070582 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	121	0.00%	-5	May 31, 2026	GLOBAL X FUNDS, not summed
27.3	Global X U.S. 500 ETF Fund S000094852 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	4	0.00%	0	May 31, 2026	GLOBAL X FUNDS, not summed
28	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	400,979	0.79%	-19,342	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	119,452	0.23%	-6,960	Jun 30, 2026	College Retirement Equities Fund, not summed
28.2	Nuveen Large Cap Value Fund Fund S000005383 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	111,625	0.22%	-13,013	Jul 31, 2026	TIAA-CREF Funds, not summed
28.3	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	64,801	0.13%	-360	Jul 31, 2026	TIAA-CREF Funds, not summed
28.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	42,914	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
28.5	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	19,056	0.04%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
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	394,427	0.77%	-10,126	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	PACE Small/Medium Co Value Equity Investments Fund S000002973 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	3,717	0.01%	+597	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
30	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	382,846	0.75%	-43,678	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
31	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	382,494	0.75%	-20,993	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	48,100	0.09%	-200	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
31.2	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	9,320	0.02%	-4	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
32	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	341,984	0.67%	-48,487	Jun 30, 2026	carried, not yet filed for the newest quarter
33	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	335,144	0.66%	+256,729	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Corient Private Wealth LLC 13F CIK 1948780 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	328,467	0.64%	-19,622	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	323,076	0.63%	-669	Jun 30, 2026	carried, not yet filed for the newest quarter
36	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	310,240	0.61%	+296,429	Jun 30, 2026	carried, not yet filed for the newest quarter
37	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	301,975	0.59%	-505,035	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	269,740	0.53%	-3,451	May 31, 2026	Fidelity Concord Street Trust, not summed
37.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	192,978	0.38%	-317	Jul 31, 2026	Fidelity Salem Street Trust, not summed
37.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	98,767	0.19%	+1,204	May 31, 2026	Fidelity Concord Street Trust, not summed
37.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	93,745	0.18%	-18,575	May 31, 2026	Fidelity Rutland Square Trust II, not summed
37.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	80,013	0.16%	+2,602	May 31, 2026	Fidelity Concord Street Trust, not summed
38	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	288,829	0.57%	-4,686	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
39	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	282,315	0.55%	+73,127	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Goldman Sachs Rising Dividend Growth Fund Fund S000036119 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	6,910	0.01%	-875	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
39.2	Goldman Sachs Global Managed Beta Fund Fund S000048066 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	4,854	0.01%	0	May 31, 2026	GOLDMAN SACHS TRUST, not summed
39.3	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	4,569	0.01%	+387	May 31, 2026	Goldman Sachs Trust, not summed
39.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,518	0.00%	+1,335	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
39.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	1,762	0.00%	-6	May 31, 2026	Goldman Sachs ETF Trust II, not summed
40	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	275,606	0.54%	+234,317	Jun 30, 2026	carried, not yet filed for the newest quarter
41	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	264,308	0.52%	+1,117	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	249,841	0.49%	+90,366	Jun 30, 2026	carried, not yet filed for the newest quarter
43	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	226,697	0.44%	+16,179	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	206,349	0.40%	-20,253	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	205,036	0.40%	-664	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
46	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	199,921	0.39%	+17,333	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	34,426	0.07%	+26,951	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
46.2	Invesco Dorsey Wright Momentum ETF Fund S000013787 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	23,288	0.05%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
46.3	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	22,606	0.04%	-47	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
46.4	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	21,864	0.04%	-296	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
46.5	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	20,030	0.04%	-2,688	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
47	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	173,477	0.34%	-29,447	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	168,876	0.33%	-11,513	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Victory Income Stock Fund Fund S000012900 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	13,912	0.03%	-12,474	Jul 31, 2026	Victory Portfolios III, not summed
48.2	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	11,911	0.02%	-154	Jul 31, 2026	Victory Portfolios III, not summed
48.3	Victory Pioneer Balanced Fund Fund S000089820 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	9,273	0.02%	0	Jul 31, 2026	Victory Portfolios IV, not summed
48.4	Victory Integrity Mid-Cap Value Fund Fund S000046397 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	8,836	0.02%	-178	Jun 30, 2026	Victory Portfolios, not summed
48.5	Victory Growth & Income Fund Fund S000012896 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	7,349	0.01%	-3,418	Jul 31, 2026	Victory Portfolios III, not summed
49	Life Cycle Investment Partners Ltd 13F CIK 2072459 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	166,117	0.33%	+37,262	Jun 30, 2026	carried, not yet filed for the newest quarter
50	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	165,517	0.32%	-57	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 861884 CUSIP 759509102 13F (30d) 97 filings 85 filers Visit website Investor relations