STLD · Steel Dynamics Inc · Shareholders & Ownership

$240.50 -7.47 (-3.01%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$33.80B

143.33M

Volume · Oct 22 511.72K Avg daily vol (3M) 1.07M

Every disclosed holder of STLD 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 STLD

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

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	1,034	119,362,017	83.28%	Yes
Insiders (Forms 3, 4, 5)	18	9,654,911	6.74%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	14,311,160	9.98%	Rest
Registered funds (N-PORT, not summed)	811	54,093,645	37.74%	No

Shares outstanding: 143,328,088, 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 STLD

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	12,396,499	8.65%	+1,519	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	1,864,947	1.30%	+99,508	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	554,404	0.39%	+32,071	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	275,690	0.19%	-9,058	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	222,858	0.16%	-13,585	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	218,579	0.15%	+8,504	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	8,902,216	6.21%	-74,091	Jun 30, 2026	carried, not yet filed for the newest quarter
3	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,720,913	5.39%	+3,309,313	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,720,912	5.39%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,756,685	1.23%	+9,712	May 31, 2026	Fidelity Concord Street Trust, not summed
3.3	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	958,532	0.67%	+727,118	Jun 30, 2026	Fidelity Contrafund, not summed
3.4	Fidelity Puritan Fund Fund S000007153 · Registered fund · May 31, 2026 Fidelity Puritan Trust, not summed	749,900	0.52%	+22,600	May 31, 2026	Fidelity Puritan Trust, not summed
3.5	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	709,349	0.49%	+48,329	May 31, 2026	Fidelity Rutland Square Trust II, not summed
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,376,476	5.15%	-137,516	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Materials Select Sector SPDR(R) ETF Fund S000006414 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,326,554	0.93%	+201,472	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
4.2	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF Fund S000012333 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	687,360	0.48%	-397,810	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	323,678	0.23%	+35,573	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	164,905	0.12%	+3,511	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	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	160,914	0.11%	+7,475	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,755,104	4.71%	-53,936	Jun 30, 2026	carried, not yet filed for the newest quarter
6	TEETS RICHARD P JR Insider CIK 1195950 · May 6, 2026 Director, issuer-wide	5,146,371	3.59%	+158	May 6, 2026	Director, issuer-wide
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,348,983	3.03%	-62,905	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,778,189	2.64%	-56,747	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,639,878	2.54%	+9,036	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	3,527,611	2.46%	0	May 31, 2026	Growth Fund of America, not summed
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,512,444	2.45%	+24,471	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,345,568	2.33%	+196,513	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	441	0.00%	-13	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
12.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	256	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
12.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	205	0.00%	+32	Jul 31, 2026	E Trade Trust, not summed
12.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	58	0.00%	-3	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
13	MILLETT MARK D Insider CIK 1195949 · Jul 28, 2026 Director, Chairman and CEO, issuer-wide	3,016,401	2.10%	-300	Jul 28, 2026	Director, Chairman and CEO, issuer-wide
14	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,476,326	1.73%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Life Cycle Investment Partners Ltd 13F CIK 2072459 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,298,976	1.60%	-397,371	Jun 30, 2026	carried, not yet filed for the newest quarter
16	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,249,235	1.57%	+32,407	Jun 30, 2026	carried, not yet filed for the newest quarter
17	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,130,688	1.49%	+8,520	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	282,298	0.20%	-18,772	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
17.2	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	110,277	0.08%	-48	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
17.3	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	84,962	0.06%	-983	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
17.4	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	60,587	0.04%	+1,287	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
17.5	T. Rowe Price U.S. Equity Research ETF Fund S000071604 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	21,481	0.02%	+6,865	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
18	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,954,394	1.36%	-10,470	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	343,741	0.24%	+3,401	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
18.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	282,821	0.20%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	161,298	0.11%	-750	Jul 31, 2026	Dimensional ETF Trust, not summed
18.4	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	110,792	0.08%	+340	Jul 31, 2026	Dimensional ETF Trust, not summed
18.5	Dimensional US Large Cap Value ETF Fund S000078987 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	100,630	0.07%	+10,562	Jul 31, 2026	Dimensional ETF Trust, not summed
19	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,843,969	1.29%	+79,288	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,843,085	1.29%	-192,716	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	695,232	0.49%	-220,876	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.2	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	243,347	0.17%	—	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
20.3	Invesco NASDAQ Next Gen 100 ETF Fund S000069449 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	74,787	0.05%	+9,684	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
20.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	71,637	0.05%	-6,218	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
20.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	54,851	0.04%	-4,193	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
21	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,707,322	1.19%	-48,914	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,648,753	1.15%	-640,195	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,570,868	1.10%	-28,561	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,527,490	1.07%	+100,008	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	49,530	0.03%	-17,222	May 31, 2026	Goldman Sachs Trust, not summed
24.2	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	26,234	0.02%	-137	May 31, 2026	Goldman Sachs Trust, not summed
24.3	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	20,783	0.01%	-7,405	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
24.4	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	16,275	0.01%	-56	May 31, 2026	Goldman Sachs ETF Trust, not summed
24.5	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	14,359	0.01%	-1,889	May 31, 2026	Goldman Sachs ETF Trust, not summed
25	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,484,232	1.04%	-13,842	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,480,037	1.03%	-140,400	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	41,589	0.03%	-1,093	Jun 30, 2026	Northern Funds, not summed
26.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,465	0.00%	+163	Jun 30, 2026	Northern Funds, not summed
26.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,050	0.00%	+200	Jul 31, 2026	FlexShares Trust, not summed
26.4	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	270	0.00%	-9	Jul 31, 2026	FlexShares Trust, not summed
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,452,235	1.01%	-26,525	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	371,193	0.26%	+327	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	304,407	0.21%	-1,718	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	187,844	0.13%	-11,356	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	146,524	0.10%	+4,191	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.5	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	90,101	0.06%	-2,573	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,346,692	0.94%	-600,140	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	836,000	0.58%	-379,000	Jun 30, 2026	Victory Portfolios, not summed
28.2	Victory Income Stock Fund Fund S000012900 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	53,394	0.04%	-11,000	Jul 31, 2026	Victory Portfolios III, not summed
28.3	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	31,519	0.02%	-452	Jul 31, 2026	Victory Portfolios III, not summed
28.4	Victory Growth & Income Fund Fund S000012896 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	26,459	0.02%	-729	Jul 31, 2026	Victory Portfolios III, not summed
28.5	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	20,515	0.01%	-928	May 31, 2026	Victory Portfolios III, not summed
29	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,220,155	0.85%	-220,732	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	LORD ABBETT AFFILIATED FUND INC Fund S000006806 · Registered fund · Jul 31, 2026 LORD ABBETT AFFILIATED FUND INC, not summed	392,452	0.27%	-48,117	Jul 31, 2026	LORD ABBETT AFFILIATED FUND INC, not summed
29.2	Lord Abbett Dividend Growth Fund Fund S000006998 · Registered fund · May 31, 2026 LORD ABBETT RESEARCH FUND INC, not summed	291,272	0.20%	0	May 31, 2026	LORD ABBETT RESEARCH FUND INC, not summed
29.3	Lord Abbett Fundamental Equity Fund Fund S000007138 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	170,636	0.12%	-28,580	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
29.4	LORD ABBETT BOND DEBENTURE FUND INC Fund S000006820 · Registered fund · Jun 30, 2026 LORD ABBETT BOND DEBENTURE FUND INC, not summed	104,681	0.07%	-95,176	Jun 30, 2026	LORD ABBETT BOND DEBENTURE FUND INC, not summed
29.5	LORD ABBETT MID CAP STOCK FUND INC Fund S000001450 · Registered fund · Jun 30, 2026 LORD ABBETT MID CAP STOCK FUND INC, not summed	103,960	0.07%	-1,340	Jun 30, 2026	LORD ABBETT MID CAP STOCK FUND INC, not summed
30	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,180,163	0.82%	+90,759	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	1,071,221	0.75%	+69,280	May 31, 2026	GLOBAL X FUNDS, not summed
30.2	Global X S&P 500 Covered Call ETF Fund S000063353 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	7,117	0.01%	+162	Jul 31, 2026	GLOBAL X FUNDS, not summed
30.3	Global X S&P 500 Catholic Values ETF Fund S000050646 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	2,772	0.00%	+64	Jul 31, 2026	GLOBAL X FUNDS, not summed
30.4	Global X Conscious Companies ETF Fund S000054297 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	2,626	0.00%	-657	May 31, 2026	GLOBAL X FUNDS, not summed
30.5	Global X Adaptive U.S. Risk Management ETF Fund S000070582 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	298	0.00%	-40	May 31, 2026	GLOBAL X FUNDS, not summed
31	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,173,364	0.82%	+231,843	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Nuveen Core Equity Fund Fund S000005370 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	284,425	0.20%	+2,205	Jul 31, 2026	TIAA-CREF Funds, not summed
31.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	193,944	0.14%	-7,972	Jun 30, 2026	College Retirement Equities Fund, not summed
31.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	110,140	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
31.4	College Retirement Equities Fund - Responsible Balanced Account Fund S000005086 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	105,854	0.07%	+102,544	Jun 30, 2026	College Retirement Equities Fund, not summed
31.5	Nuveen ESG Large-Cap Value ETF Fund S000055812 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	92,946	0.06%	+19,254	Jul 31, 2026	NuShares ETF Trust, not summed
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,151,452	0.80%	-188,782	Jun 30, 2026	carried, not yet filed for the newest quarter
33	ROYAL LONDON ASSET MANAGEMENT LTD 13F CIK 863748 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,082,794	0.76%	-16,581	Jun 30, 2026	carried, not yet filed for the newest quarter
34	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,071,630	0.75%	-148,357	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	PACE Large Co Growth Equity Investments Fund S000002972 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	834	0.00%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
34.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	229	0.00%	+24	May 31, 2026	UBS INVESTMENT TRUST, not summed
34.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	94	0.00%	+17	Jun 30, 2026	UBS FUNDS, not summed
35	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	995,167	0.69%	-23,352	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
36	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Sep 30, 2026	922,899	0.64%	-158,036	Sep 30, 2026
37	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	920,241	0.64%	-18,344	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	11,386	0.01%	+12	Jul 31, 2026	BNY Mellon ETF Trust, not summed
38	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	829,697	0.58%	-220,068	Jun 30, 2026	carried, not yet filed for the newest quarter
39	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	807,597	0.56%	+295,011	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	766,991	0.54%	-3,647	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	763,718	0.53%	-11,754	Jun 30, 2026	carried, not yet filed for the newest quarter
42	SAPIENT CAPITAL LLC 13F CIK 1998653 · Investment adviser · Sep 30, 2026	740,730	0.52%	+293,066	Sep 30, 2026
43	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	735,910	0.51%	-37,538	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
44	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	693,227	0.48%	-208,191	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	THRIVENT MID CAP STOCK FUND Fund S000001345 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	360,872	0.25%	-64,338	Jul 31, 2026	Thrivent Mutual Funds, not summed
44.2	THRIVENT MID CAP STOCK PORTFOLIO Fund S000001420 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	221,862	0.15%	-74,441	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
44.3	Thrivent Small-Mid Cap Equity ETF Fund S000075337 · Registered fund · Jun 30, 2026 Thrivent ETF Trust, not summed	61,794	0.04%	-6,763	Jun 30, 2026	Thrivent ETF Trust, not summed
44.4	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	11,637	0.01%	-1,755	Jul 31, 2026	Thrivent Mutual Funds, not summed
44.5	THRIVENT LARGE CAP INDEX PORTFOLIO Fund S000001430 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	4,996	0.00%	-200	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
45	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	651,418	0.45%	+9,714	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
46	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	634,355	0.44%	-53,789	Jun 30, 2026	carried, not yet filed for the newest quarter
47	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	627,337	0.44%	-424,143	Jun 30, 2026	carried, not yet filed for the newest quarter
48	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	551,640	0.38%	-52,061	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	6,586	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
48.2	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	4,243	0.00%	-203	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
48.3	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	3,616	0.00%	+559	May 29, 2026	DBX ETF Trust, not summed
48.4	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	2,278	0.00%	-262	May 29, 2026	DBX ETF Trust, not summed
48.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	1,854	0.00%	-41	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
49	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	542,851	0.38%	+636	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Old Westbury Large Cap Strategies Fund Fund S000001858 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	295,700	0.21%	0	Jul 31, 2026	Old Westbury Funds Inc, not summed
49.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	7,836	0.01%	+110	Jul 31, 2026	Old Westbury Funds Inc, not summed
50	STOREBRAND ASSET MANAGEMENT AS 13F CIK 1685676 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	502,981	0.35%	-15,441	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1022671 CUSIP 858119100 13F (30d) 225 filings 212 filers Visit website Investor relations