RUN · Sunrun Inc. · Shareholders & Ownership

$7.58 -0.12 (-1.56%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.85B

240.85M

Volume · Oct 23 4.27M Avg daily vol (3M) 8.32M

Every disclosed holder of RUN 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 RUN

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)	398	267,111,861	110.91%	Yes
Insiders (Forms 3, 4, 5)	14	7,198,832	2.99%	Yes
13D/G-only blocks	4	25,085,144	10.42%	Yes
Remaining	—	58,548,855	-24.31%	Negative
Registered funds (N-PORT, not summed)	269	94,809,450	39.37%	No

Shares outstanding: 240,846,982, 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 RUN

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	41,365,957	17.18%	-502,456	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	35,110,288	14.58%	-4,227,944	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	14,372,944	5.97%	+441,791	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,087,637	2.53%	+525,254	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,188,526	0.91%	+239,496	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,143,680	0.89%	+141,685	Jun 30, 2026	iShares Trust, not summed
2	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	19,186,790	7.97%	+7,006,879	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	594,141	0.25%	+202,121	Jul 31, 2026	Goldman Sachs Trust, not summed
2.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	370,176	0.15%	+185,823	Jul 31, 2026	Goldman Sachs Trust, not summed
2.3	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	125,708	0.05%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
2.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	65,657	0.03%	+40,086	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
2.5	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	62,581	0.03%	+37,400	Jul 31, 2026	Goldman Sachs Trust, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,678,906	5.68%	+745,930	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Greenvale Capital LLP 13F CIK 1768041 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,304,181	5.52%	+1,304,181	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Greenvale Capital LLP 13G CIK 1768041 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	13,299,311	5.52%	+2,587,813	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	Point72 Asset Management, L.P. 13G CIK 1603466 · Registered investment adviser · Jun 26, 2025 Rule 13d-1(c), passive investor	11,503,467	4.78%	—	Jun 26, 2025	Rule 13d-1(c), passive investor
6	Orbis Investment Management Limited 13G CIK 940594 · Exempt reporting adviser · Dec 31, 2024 Rule 13d-1(b), qualified institution	10,894,130	4.52%	—	Dec 31, 2024	Rule 13d-1(b), qualified institution
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,483,125	4.35%	+1,106,349	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,187,744	0.91%	+88,668	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,370,222	0.57%	+146,114	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S&P Kensho Clean Power ETF Fund S000063360 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	532,007	0.22%	+232,861	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	509,113	0.21%	+188,400	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	81,289	0.03%	+2,300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,319,678	4.28%	+275,311	Jun 30, 2026	carried, not yet filed for the newest quarter
9	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	10,227,120	4.25%	+2,965,823	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,153,355	4.22%	+1,080,130	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Invesco Solar ETF Fund S000060822 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	6,619,985	2.75%	+1,480,222	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
10.2	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,558,893	0.65%	+316,566	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.3	Invesco WilderHill Clean Energy ETF Fund S000003053 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	516,398	0.21%	+80,381	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	260,537	0.11%	+116,075	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
10.5	Invesco Global Clean Energy ETF Fund S000015279 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	141,306	0.06%	+50,333	Jul 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11	PGGM Investments 13F CIK 1472190 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	9,546,965	3.96%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Grantham, Mayo, Van Otterloo & Co. LLC 13F CIK 1352662 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,004,682	3.32%	+184,544	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	GMO Resources Fund Fund S000034948 · Registered fund · May 31, 2026 GMO TRUST, not summed	2,167,588	0.90%	+932,700	May 31, 2026	GMO TRUST, not summed
12.2	GMO Climate Change Fund Fund S000056707 · Registered fund · May 31, 2026 GMO TRUST, not summed	1,960,218	0.81%	+418,000	May 31, 2026	GMO TRUST, not summed
12.3	GMO Resource Transition Fund Fund S000079719 · Registered fund · May 31, 2026 GMO TRUST, not summed	513,215	0.21%	+239,500	May 31, 2026	GMO TRUST, not summed
12.4	GMO Implementation Fund Fund S000036091 · Registered fund · May 31, 2026 GMO TRUST, not summed	134,201	0.06%	+51,200	May 31, 2026	GMO TRUST, not summed
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,168,791	2.98%	+121,356	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,858,527	2.85%	+339,474	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,378,167	0.57%	+60,844	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	996,721	0.41%	+37,902	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	731,809	0.30%	+23,045	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	723,200	0.30%	-70,420	Jul 31, 2026	Dimensional ETF Trust, not summed
14.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	531,907	0.22%	+3,182	Jul 31, 2026	Dimensional ETF Trust, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,402,401	2.66%	+218,120	Jun 30, 2026	carried, not yet filed for the newest quarter
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,418,234	2.25%	+1,468,182	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	166	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,202,976	2.16%	+61,093	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,045,813	2.10%	-2,746,997	Jun 30, 2026	carried, not yet filed for the newest quarter
19	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,964,236	2.06%	-45,303	Jun 30, 2026	carried, not yet filed for the newest quarter
20	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,858,172	2.02%	+4,465,958	Jun 30, 2026	carried, not yet filed for the newest quarter
21	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,422,249	1.84%	+1,713,640	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Robeco Schweiz AG 13F CIK 1418427 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,263,680	1.77%	+40,743	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,925,623	1.63%	+3,569,953	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Maple Rock Capital Partners Inc. 13F CIK 1658363 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,694,548	1.53%	+692,448	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,428,504	1.42%	+127,878	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,292,306	1.37%	+21,413	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,872,091	1.19%	+415,358	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	202,946	0.08%	—	Jun 30, 2026	Northern Funds, not summed
27.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	118,246	0.05%	+13,867	Jun 30, 2026	Northern Funds, not summed
27.3	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	21,150	0.01%	+5,774	Jun 30, 2026	Northern Funds, not summed
27.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	8,848	0.00%	+5,768	Jul 31, 2026	FlexShares Trust, not summed
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,736,360	1.14%	+147,031	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	CANYON CAPITAL ADVISORS LLC 13F CIK 1074034 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,470,000	1.03%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,244,552	0.93%	+114,677	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,118,377	0.46%	-7,008	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	567,266	0.24%	+68,866	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	146,909	0.06%	+10,000	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	135,226	0.06%	+1,916	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,238,677	0.93%	+184,153	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Jurich Lynn Michelle Insider CIK 1648691 · Aug 3, 2026 Director, issuer-wide	1,967,405	0.82%	-50,000	Aug 3, 2026	Director, issuer-wide
33	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,858,281	0.77%	+1,311,191	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	2,555,667	1.06%	+308,091	Jul 31, 2026	Fidelity Salem Street Trust, not summed
33.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	1,684,462	0.70%	+1,198,866	Jun 30, 2026	Fidelity Covington Trust, not summed
33.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,201,350	0.50%	-17,954	May 31, 2026	Fidelity Concord Street Trust, not summed
33.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	437,304	0.18%	+2,326	May 31, 2026	Fidelity Concord Street Trust, not summed
33.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	354,837	0.15%	+12,909	May 31, 2026	Fidelity Concord Street Trust, not summed
34	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,800,045	0.75%	-265,200	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,713,855	0.71%	+1,049,057	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Alyeska Investment Group, L.P. 13G CIK 1453072 · Registered investment adviser · Jun 30, 2025 Rule 13d-1(b), qualified institution	1,643,897	0.68%	-10,384,557	Jun 30, 2025	Rule 13d-1(b), qualified institution
37	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,633,645	0.68%	+1,191,450	Jun 30, 2026	carried, not yet filed for the newest quarter
38	ARDSLEY ADVISORY PARTNERS LP 13F CIK 900529 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,600,000	0.66%	+465,000	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Fenster Edward Harris Insider CIK 1648690 · Jul 1, 2026 Director, issuer-wide	1,567,779	0.65%	+8,314	Jul 1, 2026	Director, issuer-wide
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,566,923	0.65%	+78,625	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	1,509,271	0.63%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
42	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,405,908	0.58%	+996,582	Jun 30, 2026	carried, not yet filed for the newest quarter
43	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,380,036	0.57%	+3,827	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,354,236	0.56%	-35,921	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	8,684	0.00%	+303	Jul 31, 2026	BNY Mellon ETF Trust, not summed
45	Handelsbanken Fonder AB 13F CIK 1398318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,318,273	0.55%	-2,070,654	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	1,167,264	0.48%	+58,691	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
47	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,152,807	0.48%	+25,274	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	175,757	0.07%	-6,636	Jul 31, 2026	Principal Funds, Inc, not summed
47.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	15,563	0.01%	+8,132	Jul 31, 2026	Principal Funds, Inc, not summed
48	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,138,154	0.47%	+608,889	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	First Trust NASDAQ Clean Edge Green Energy Index Fund Fund S000015169 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	590,839	0.25%	+95,381	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
48.2	First Trust Mid Cap Growth AlphaDEX Fund Fund S000031804 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	274,398	0.11%	+72,136	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
48.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	230,945	0.10%	+30,134	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
48.4	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	82,388	0.03%	+26,766	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
48.5	First Trust Small Cap BuyWrite Income ETF Fund S000090516 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	7,986	0.00%	+1,332	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
49	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,113,279	0.46%	+9,195	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Powell Mary Insider CIK 1730240 · Oct 6, 2026 Director, issuer-wide	1,087,200	0.45%	-24,335	Oct 6, 2026	Director, issuer-wide

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

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1469367 CUSIP 86771W105 13F (30d) 57 filings 57 filers Visit website Investor relations