SNA · Snap-on Inc · Shareholders & Ownership

$357.02 +0.56 (+0.16%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$18.42B

51.58M

Volume · Oct 23 930.86K Avg daily vol (3M) 324.85K

Every disclosed holder of SNA 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 SNA

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)	1,074	49,883,694	96.71%	Yes
Insiders (Forms 3, 4, 5)	19	1,214,333	2.35%	Yes
13D/G-only blocks	1	2,676,114	5.19%	Yes
Remaining	—	2,192,908	-4.25%	Negative
Registered funds (N-PORT, not summed)	650	19,292,807	37.40%	No

Shares outstanding: 51,581,233, 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 SNA

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	4,262,831	8.26%	+107,381	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	712,406	1.38%	+45,084	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	208,157	0.40%	+12,525	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	118,173	0.23%	+1,232	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	113,419	0.22%	-4,038	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	85,590	0.17%	-3,536	Jun 30, 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	3,380,348	6.55%	+11,313	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,679,293	5.19%	+13,760	Jun 30, 2026	carried, not yet filed for the newest quarter
4	First Trust Portfolios L.P. 13G CIK 1184765 · Unknown · Jun 30, 2026 Rule 13d-1(b), qualified institution	2,676,114	5.19%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,356,671	4.57%	+66,754	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	305,561	0.59%	+14,347	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	124,049	0.24%	+14,420	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	63,004	0.12%	+1,847	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	18,940	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF Fund S000039794 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	17,088	0.03%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,070,244	4.01%	+37,115	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	First Trust Capital Strength ETF Fund S000012555 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	405,064	0.79%	-44,501	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
6.2	FT Vest Rising Dividend Achievers Target Income ETF Fund S000077479 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	178,754	0.35%	+18,602	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
6.3	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	80,224	0.16%	-13,296	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
6.4	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	20,566	0.04%	+1,124	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
6.5	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	12,392	0.02%	-4,065	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,811,536	3.51%	+156,588	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,240,209	2.40%	-365,402	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
7.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	140,376	0.27%	-6	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
7.3	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	116,357	0.23%	+1,742	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
7.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	54,683	0.11%	+1,397	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
7.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	31,318	0.06%	+660	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,678,958	3.26%	+24,816	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,643,787	3.19%	-2,298	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,393,421	2.70%	+19,727	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	1,341,820	2.60%	+22,782	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	First Trust Rising Dividend Achievers ETF Fund S000043486 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,216,400	2.36%	+86,119	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
13	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,122,508	2.18%	+1,430	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	908,103	1.76%	-14,288	Jun 30, 2026	carried, not yet filed for the newest quarter
15	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	900,585	1.75%	+19,634	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	278,840	0.54%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
15.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	75,360	0.15%	+1,992	Jul 31, 2026	Dimensional ETF Trust, not summed
15.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	60,102	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	55,011	0.11%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	43,113	0.08%	+218	Jul 31, 2026	Dimensional ETF Trust, not summed
16	PINCHUK NICHOLAS T Insider CIK 1246136 · Aug 18, 2026 Director, Chairman, President and CEO, issuer-wide	868,653	1.68%	+10,865	Aug 18, 2026	Director, Chairman, President and CEO, issuer-wide
17	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	854,998	1.66%	+103,531	Jun 30, 2026	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	492,435	0.95%	+35,963	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
17.2	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	166,371	0.32%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
17.3	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	38,786	0.08%	+35,581	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, 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	35,594	0.07%	-2,663	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
17.5	Invesco S&P 500 Equal Weight Industrials ETF Fund S000060815 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	34,161	0.07%	+743	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	819,530	1.59%	-179,967	Jun 30, 2026	carried, not yet filed for the newest quarter
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	801,399	1.55%	-17,083	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	25,402	0.05%	-338	Jul 31, 2026	FlexShares Trust, not summed
19.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,274	0.03%	+182	Jun 30, 2026	Northern Funds, not summed
19.3	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,857	0.01%	-64	Jun 30, 2026	Northern Funds, not summed
19.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,336	0.00%	+64	Jul 31, 2026	FlexShares Trust, not summed
19.5	Large Cap Value Fund Fund S000001271 · Registered fund · Jun 30, 2026 Northern Funds, not summed	922	0.00%	-16	Jun 30, 2026	Northern Funds, not summed
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	788,812	1.53%	+6,023	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	167	0.00%	-2	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
20.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	58	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
20.3	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
21	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	780,339	1.51%	-21,787	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Columbia Disciplined Core Fund Fund S000031356 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	174,195	0.34%	-2,666	Jul 31, 2026	Columbia Funds Series Trust II, not summed
21.2	Columbia Variable Portfolio - Disciplined Core Fund Fund S000019844 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	130,723	0.25%	-5,562	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
21.3	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	21,721	0.04%	+4,971	Jul 31, 2026	Columbia ETF Trust I, not summed
21.4	Columbia Large Cap Enhanced Core Fund Fund S000010818 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	8,908	0.02%	+149	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
21.5	Columbia Variable Portfolio - Core Equity Fund Fund S000019855 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	7,871	0.02%	-122	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
22	REGIONS FINANCIAL CORP 13F CIK 1281761 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	719,413	1.39%	-3,118	Jun 30, 2026	carried, not yet filed for the newest quarter
23	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	684,806	1.33%	-69,535	Jun 30, 2026	carried, not yet filed for the newest quarter
24	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	666,480	1.29%	+131,746	Jun 30, 2026	carried, not yet filed for the newest quarter
25	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	663,806	1.29%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	492,556	0.95%	+12,354	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	BAHL & GAYNOR INC 13F CIK 872259 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	491,774	0.95%	+45,013	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Bahl & Gaynor Small/Mid Cap Income Growth ETF Fund S000072560 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	169,936	0.33%	+6,880	Jun 30, 2026	ETF Series Solutions, not summed
27.2	Bahl & Gaynor Dividend ETF Fund S000089194 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	47,498	0.09%	+10,482	Jun 30, 2026	ETF Series Solutions, not summed
28	Hamlin Capital Management, LLC 13F CIK 1277403 · Registered investment adviser · Sep 30, 2026	468,663	0.91%	+11,233	Sep 30, 2026
28.1	Hamlin High Dividend Equity Fund Fund S000036634 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND, not summed	186,849	0.36%	+6,675	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND, not summed
29	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	459,204	0.89%	+83,057	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	75,631	0.15%	+7,346	May 31, 2026	Goldman Sachs ETF Trust, not summed
29.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	9,029	0.02%	+748	May 31, 2026	Goldman Sachs ETF Trust, not summed
29.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	4,573	0.01%	0	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
29.4	Goldman Sachs Global Managed Beta Fund Fund S000048066 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	3,066	0.01%	+992	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
29.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	2,562	0.01%	-76	May 31, 2026	Goldman Sachs ETF Trust, not summed
30	Caisse de depot et placement du Quebec 13F CIK 898286 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	452,210	0.88%	+63,981	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	434,235	0.84%	-1,305	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	8,529	0.02%	+323	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	421,650	0.82%	-20,660	Jun 30, 2026	carried, not yet filed for the newest quarter
33	DekaBank Deutsche Girozentrale 13F CIK 1456228 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	415,921	0.81%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
34	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	402,888	0.78%	+15,203	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	SEI Enhanced U.S. Large Cap Quality Factor ETF Fund S000075038 · Registered fund · Jun 30, 2026 SEI EXCHANGE TRADED FUNDS, not summed	25,364	0.05%	+15,222	Jun 30, 2026	SEI EXCHANGE TRADED FUNDS, not summed
34.2	SIIT U.S. Equity Factor Allocation Fund Fund S000061159 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	24,931	0.05%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
34.3	SIIT S&P 500 INDEX FUND Fund S000043383 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	3,610	0.01%	-200	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
34.4	SEI Enhanced Low Volatility U.S. Large Cap ETF Fund S000075036 · Registered fund · Jun 30, 2026 SEI EXCHANGE TRADED FUNDS, not summed	1,973	0.00%	+133	Jun 30, 2026	SEI EXCHANGE TRADED FUNDS, not summed
34.5	SIIT LARGE CAP INDEX FUND Fund S000006768 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	1,491	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
35	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	358,399	0.69%	-12,238	Jun 30, 2026	carried, not yet filed for the newest quarter
36	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	357,930	0.69%	+15,715	Jun 30, 2026	carried, not yet filed for the newest quarter
37	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	340,511	0.66%	-29,128	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	339,306	0.66%	+85,536	Jun 30, 2026	carried, not yet filed for the newest quarter
39	CINCINNATI FINANCIAL CORP 13F CIK 20286 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	336,764	0.65%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	332,715	0.65%	-4,751	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
41	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	315,177	0.61%	-61,066	Jun 30, 2026	carried, not yet filed for the newest quarter
42	DISCIPLINED GROWTH INVESTORS INC /MN 13F CIK 1050442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	305,180	0.59%	-2,668	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Disciplined Growth Investors Fund Fund S000033265 · Registered fund · Apr 30, 2025 FINANCIAL INVESTORS TRUST, not summed	34,164	0.07%	0	Apr 30, 2025	FINANCIAL INVESTORS TRUST, not summed
42.2	The Disciplined Growth Investors Fund Fund S000093392 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	30,237	0.06%	0	Jul 31, 2026	Elevation Series Trust, not summed
43	CONFLUENCE INVESTMENT MANAGEMENT LLC 13F CIK 1442056 · Registered investment adviser · Sep 30, 2026	302,742	0.59%	-114,390	Sep 30, 2026
44	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	302,631	0.59%	+4,350	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	PACE Large Co Value Equity Investments Fund S000002971 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	26,227	0.05%	-904	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
44.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	38	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
44.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	16	0.00%	+5	Jun 30, 2026	UBS FUNDS, not summed
45	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	293,089	0.57%	+1,668	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
46	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	290,554	0.56%	-1,522	Jun 30, 2026	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	280,678	0.54%	-11,823	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
48	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	277,442	0.54%	+78,177	Jun 30, 2026	carried, not yet filed for the newest quarter
49	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	264,652	0.51%	+10,235	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	2,335	0.00%	+294	Aug 31, 2026	DBX ETF Trust, not summed
49.2	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	1,593	0.00%	-78	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
49.3	Xtrackers Net Zero Pathway Paris Aligned US Equity ETF Fund S000076557 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	740	0.00%	-30	May 29, 2026	DBX ETF Trust, not summed
49.4	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	723	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
49.5	Xtrackers MSCI Kokusai Equity ETF Fund S000067508 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	467	0.00%	-5	Aug 31, 2026	DBX ETF Trust, not summed
50	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	260,888	0.51%	+8,149	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed

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

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Key facts CIK 91440 CUSIP 833034101 13F (30d) 271 filings 257 filers Visit website Investor relations