SMCI · Super Micro Computer, Inc. · Shareholders & Ownership

$32.47 +0.37 (+1.15%) At close · Oct 20

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$21.09B

656.97M

Volume · Oct 20 40.62M Avg daily vol (3M) 44.92M

Every disclosed holder of SMCI 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 SMCI

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)	820	522,029,692	79.46%	Yes
Insiders (Forms 3, 4, 5)	16	123,012,612	18.72%	Yes
13D/G-only blocks	1	79,681,760	12.13%	Yes
Remaining	—	67,758,680	-10.31%	Negative
Registered funds (N-PORT, not summed)	562	154,260,649	23.48%	No

Shares outstanding: 656,965,384, 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 SMCI

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	Charles Liang 13G CIK 1375365 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	79,681,760	12.13%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
2	Liu Liang Chiu-Chu Sara Insider CIK 1392941 · Oct 7, 2026 Director, 10% Owner, issuer-wide	65,758,640	10.01%	—	Oct 7, 2026	Director, 10% Owner, issuer-wide
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 Classes SMCI, SMCIP, carried, not yet filed for the newest quarter	51,729,005	7.87%	+8,368,426	Jun 30, 2026	Classes SMCI, SMCIP, carried, not yet filed for the newest quarter
3.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,740,985	1.18%	+1,280,640	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Future AI & Tech ETF Fund S000062201 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,270,236	0.65%	+1,586,459	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,287,819	0.35%	+327,401	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,121,586	0.17%	+479,909	Jun 30, 2026	iShares Trust, not summed
3.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	925,120	0.14%	+56,964	Jun 30, 2026	iShares Trust, not summed
4	Liang Charles Insider CIK 1392942 · Oct 7, 2026 Director, President and CEO, 10% Owner, issuer-wide	40,763,626	6.20%	—	Oct 7, 2026	Director, President and CEO, 10% Owner, issuer-wide
5	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 Classes SMCI, SMCIP, carried, not yet filed for the newest quarter	39,377,280	5.99%	+34,957,674	Jun 30, 2026	Classes SMCI, SMCIP, carried, not yet filed for the newest quarter
5.1	JANE STREET GROUP, LLC 13G CIK 1595888 · Unknown · Jun 30, 2026 Rule 13d-1(c), passive investor, not summed	49,247,797	7.50%	-7,387,993	Jun 30, 2026	Rule 13d-1(c), passive investor, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	36,356,823	5.53%	+3,461,828	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,864,645	5.00%	+3,295,265	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	32,934,329	5.01%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 Classes SMCI, SMCIP, carried, not yet filed for the newest quarter	25,775,554	3.92%	+3,758,053	Jun 30, 2026	Classes SMCI, SMCIP, carried, not yet filed for the newest quarter
8.1	State Street(R) Technology Select Sector SPDR(R) ETF Fund S000006415 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	3,884,547	0.59%	+111,294	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
8.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,341,959	0.20%	+284,765	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	684,421	0.10%	+91,993	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	194,700	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	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	93,418	0.01%	+1,304	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 Classes SMCI, SMCIP, carried, not yet filed for the newest quarter	19,739,932	3.00%	+7,666,455	Jun 30, 2026	Classes SMCI, SMCIP, carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	17,460,407	2.66%	+1,312,403	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,510,079	2.36%	+1,354,151	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Liaw Yih-Shyan Wally Insider CIK 1392937 · Feb 17, 2026 Director, issuer-wide	15,278,712	2.33%	+2,180	Feb 17, 2026	Director, issuer-wide
13	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	14,599,419	2.22%	+1,814,342	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 Classes SMCI, SMCIP, carried, not yet filed for the newest quarter	12,937,488	1.97%	+12,030,556	Jun 30, 2026	Classes SMCI, SMCIP, carried, not yet filed for the newest quarter
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 Classes SMCI, SMCIP, carried, not yet filed for the newest quarter	12,620,711	1.92%	+9,177,342	Jun 30, 2026	Classes SMCI, SMCIP, carried, not yet filed for the newest quarter
15.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	325,184	0.05%	+226,512	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	108,299	0.02%	+10,708	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	68,190	0.01%	+53,820	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
15.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	17,443	0.00%	+84	May 31, 2026	Goldman Sachs ETF Trust II, not summed
15.5	Goldman Sachs Strategic Factor Allocation Fund Fund S000054057 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	7,623	0.00%	-572	May 31, 2026	GOLDMAN SACHS TRUST, not summed
16	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	11,913,681	1.81%	+917,971	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 Classes SMCI, SMCIP, carried, not yet filed for the newest quarter	11,851,747	1.80%	+38,609	Jun 30, 2026	Classes SMCI, SMCIP, carried, not yet filed for the newest quarter
17.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	6,366,677	0.97%	+1,057,752	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
17.2	Invesco S&P 500 Equal Weight Technology ETF Fund S000060789 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,552,824	0.39%	+802,435	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
17.3	Invesco S&P 500 High Beta ETF Fund S000030963 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	437,727	0.07%	+181,233	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
17.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	422,915	0.06%	+40,934	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
17.5	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	393,927	0.06%	+137,401	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
18	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 Classes SMCI, SMCIP, carried, not yet filed for the newest quarter	9,720,343	1.48%	+2,048,661	Jun 30, 2026	Classes SMCI, SMCIP, carried, not yet filed for the newest quarter
18.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,679	0.00%	-57	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
18.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,217	0.00%	+330	Jul 31, 2026	E Trade Trust, not summed
18.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	883	0.00%	+235	Jul 31, 2026	E Trade Trust, not summed
18.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	222	0.00%	-10	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
19	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,114,281	1.24%	+1,000,164	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	7,682,632	1.17%	+2,249,690	Jun 30, 2026	carried, not yet filed for the newest quarter
21	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,785,600	1.03%	+6,726,200	Jun 30, 2026	carried, not yet filed for the newest quarter
22	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 Classes SMCI, SMCIP, carried, not yet filed for the newest quarter	6,438,600	0.98%	+6,072,276	Jun 30, 2026	Classes SMCI, SMCIP, carried, not yet filed for the newest quarter
23	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	6,312,211	0.96%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
24	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 Classes SMCI, SMCIP, carried, not yet filed for the newest quarter	6,118,753	0.93%	-1,069,264	Jun 30, 2026	Classes SMCI, SMCIP, carried, not yet filed for the newest quarter
25	SUSQUEHANNA ADVISORS GROUP, INC. 13F CIK 1444949 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,811,200	0.88%	+5,811,200	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Capital Ventures International 13G CIK 1011712 · Unknown · Jun 30, 2026 Rule 13d-1(c), passive investor, not summed	33,379,848	5.08%	-6,951,138	Jun 30, 2026	Rule 13d-1(c), passive investor, not summed
26	Ghisallo Capital Management LLC 13F CIK 1825214 · Registered investment adviser · Jun 30, 2026 Classes SMCI, SMCIP, carried, not yet filed for the newest quarter	5,265,060	0.80%	+5,265,060	Jun 30, 2026	Classes SMCI, SMCIP, carried, not yet filed for the newest quarter
27	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	5,262,066	0.80%	+18,671	May 31, 2026	VANGUARD WORLD FUND, not summed
28	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 Classes SMCI, SMCIP, carried, not yet filed for the newest quarter	5,025,301	0.76%	+4,540,582	Jun 30, 2026	Classes SMCI, SMCIP, carried, not yet filed for the newest quarter
29	Weiss Asset Management LP 13F CIK 1357550 · Registered investment adviser · Jun 30, 2026 Classes SMCI, SMCIP, carried, not yet filed for the newest quarter	4,991,215	0.76%	+3,594,630	Jun 30, 2026	Classes SMCI, SMCIP, carried, not yet filed for the newest quarter
30	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,755,283	0.72%	+4,723,283	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	4,720,498	0.72%	+559,036	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,252,248	0.19%	+118,583	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,083,216	0.16%	+113,827	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	543,190	0.08%	+28,477	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	339,532	0.05%	+36,985	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.5	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	313,291	0.05%	-145,256	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,609,883	0.70%	+274,272	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	167,496	0.03%	+15,418	Jun 30, 2026	Northern Funds, not summed
32.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	14,738	0.00%	+724	Jul 31, 2026	FlexShares Trust, not summed
32.3	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,520	0.00%	-177	Jul 31, 2026	FlexShares Trust, not summed
32.4	FlexShares STOXX Global ESG Select Index Fund Fund S000054499 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,615	0.00%	-665	Jul 31, 2026	FlexShares Trust, not summed
33	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 Classes SMCI, SMCIP, carried, not yet filed for the newest quarter	4,516,383	0.69%	+622,414	Jun 30, 2026	Classes SMCI, SMCIP, carried, not yet filed for the newest quarter
34	Aequim Alternative Investments LP 13F CIK 1728201 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,300,000	0.65%	+4,300,000	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,212,335	0.64%	+339,758	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
36	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	4,158,896	0.63%	+397,257	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	317	0.00%	-138	May 31, 2026	UBS INVESTMENT TRUST, not summed
36.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	142	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
36.3	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	39	0.00%	+2	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
37	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 Classes SMCI, SMCIP, carried, not yet filed for the newest quarter	3,574,471	0.54%	+3,217,402	Jun 30, 2026	Classes SMCI, SMCIP, carried, not yet filed for the newest quarter
37.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	6,438,831	0.98%	+57,173	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	2,112,010	0.32%	+210,088	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	952,711	0.15%	+15,268	May 31, 2026	Fidelity Concord Street Trust, not summed
37.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	768,885	0.12%	+27,730	May 31, 2026	Fidelity Concord Street Trust, not summed
37.5	Fidelity MSCI Information Technology Index ETF Fund S000042577 · Registered fund · Jul 31, 2026 FIDELITY COVINGTON TRUST, not summed	746,911	0.11%	+88,982	Jul 31, 2026	FIDELITY COVINGTON TRUST, not summed
38	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,568,972	0.54%	-513,808	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	869,956	0.13%	+10,183	Jul 31, 2026	Dimensional ETF Trust, not summed
38.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	654,991	0.10%	—	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
38.3	U.S. Sustainability Core 1 Portfolio Fund S000020422 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	151,799	0.02%	+1,625	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
38.4	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	140,837	0.02%	+47,373	Jul 31, 2026	Dimensional ETF Trust, not summed
38.5	Dimensional US Core Equity Market ETF Fund S000069432 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	134,802	0.02%	+23,244	Jul 31, 2026	Dimensional ETF Trust, not summed
39	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,542,512	0.54%	+1,914,791	Jun 30, 2026	carried, not yet filed for the newest quarter
40	NATIONAL BANK OF CANADA /FI/ 13F CIK 926171 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,366,183	0.51%	+711,504	Jun 30, 2026	carried, not yet filed for the newest quarter
41	IMC-Chicago, LLC 13F CIK 1452861 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,320,429	0.51%	+2,594,027	Jun 30, 2026	carried, not yet filed for the newest quarter
42	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,242,161	0.49%	+440,067	Jun 30, 2026	carried, not yet filed for the newest quarter
43	ARISTEIA CAPITAL, L.L.C. 13F CIK 1080171 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,220,000	0.49%	+3,220,000	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	3,192,568	0.49%	-786,588	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,155,931	0.48%	+284,721	Jun 30, 2026	carried, not yet filed for the newest quarter
46	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 Classes SMCI, SMCIP, carried, not yet filed for the newest quarter	3,116,922	0.47%	-519,554	Jun 30, 2026	Classes SMCI, SMCIP, carried, not yet filed for the newest quarter
47	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	3,058,875	0.47%	+215,763	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
48	Quadrature Capital Ltd 13F CIK 1651424 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,990,604	0.46%	+2,253,054	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Clear Street Group Inc. 13F CIK 1881567 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,989,651	0.46%	+2,092,986	Jun 30, 2026	carried, not yet filed for the newest quarter
50	CAPITAL FUND MANAGEMENT S.A. 13F CIK 1323645 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,881,318	0.44%	+1,903,011	Jun 30, 2026	carried, not yet filed for the newest quarter

115 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 1375365 CUSIP 86800U302 13F (30d) 143 filings 124 filers Visit website Investor relations