STT · State Street Corp · Shareholders & Ownership

$166.60 +1.17 (+0.71%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$45.44B

274.70M

Volume · Oct 20 779.16K Avg daily vol (3M) 1.92M

Every disclosed holder of STT 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 STT

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)	2,537	989,563,825	360.23%	Yes
Insiders (Forms 3, 4, 5)	33	1,545,950	0.56%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	716,408,010	-260.79%	Negative
Registered funds (N-PORT, not summed)	897	103,553,879	37.70%	No

Shares outstanding: 274,701,765, 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 STT

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	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	128,583,381	46.81%	-22,875,843	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
2	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	80,195,953	29.19%	-7,375,361	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
3	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	51,181,926	18.63%	-3,522,306	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
3.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	894	0.00%	-49	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
3.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	600	0.00%	+128	Jul 31, 2026	E Trade Trust, not summed
3.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	435	0.00%	+105	Jul 31, 2026	E Trade Trust, not summed
3.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	118	0.00%	-11	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
4	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	45,699,096	16.64%	+1,395,406	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
5	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	27,465,768	10.00%	-331,083	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
5.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	321,523	0.12%	-44,214	May 31, 2026	Goldman Sachs ETF Trust, not summed
5.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	28,418	0.01%	+3,662	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
5.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	23,062	0.01%	-1,172	May 31, 2026	Goldman Sachs ETF Trust, not summed
5.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	13,791	0.01%	-805	May 31, 2026	Goldman Sachs ETF Trust, not summed
5.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	11,410	0.00%	+3,455	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
6	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	27,383,193	9.97%	+868,012	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
6.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,807,188	1.39%	+217,570	Jun 30, 2026	iShares Trust, not summed
6.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,100,096	0.40%	+34,643	Jun 30, 2026	iShares Trust, not summed
6.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	597,192	0.22%	-42,934	Jun 30, 2026	iShares Trust, not summed
6.4	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	511,398	0.19%	-166,329	Jul 31, 2026	iShares Trust, not summed
6.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	454,996	0.17%	-24,959	Jun 30, 2026	iShares Trust, not summed
7	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	23,956,120	8.72%	-516,427	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
8	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	21,809,585	7.94%	+1,692,542	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
9	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	20,189,607	7.35%	-136,337	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
10	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	17,762,967	6.47%	+1,917,314	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
10.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	13,854,212	5.04%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
10.2	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,571,368	1.30%	+16,760	May 31, 2026	Fidelity Concord Street Trust, not summed
10.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	2,162,072	0.79%	-250,654	May 31, 2026	Fidelity Rutland Square Trust II, not summed
10.4	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	1,352,575	0.49%	-1,816	Jul 31, 2026	Fidelity Puritan Trust, not summed
10.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,013,649	0.37%	-18,616	Jul 31, 2026	Fidelity Salem Street Trust, not summed
11	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	17,747,807	6.46%	+1,036,167	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
11.1	Carillon ClariVest Capital Appreciation Fund Fund S000058957 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	26,940	0.01%	0	Jun 30, 2026	Carillon Series Trust, not summed
12	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,603,680	6.41%	-49,990	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,734,612	5.36%	-1,380,644	Jun 30, 2026	carried, not yet filed for the newest quarter
14	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	14,560,293	5.30%	+1,218,009	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
15	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	13,654,557	4.97%	-914,715	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
15.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,872,153	0.68%	-18,592	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
15.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	660,142	0.24%	+73,060	Jun 30, 2026	SPDR SERIES TRUST, not summed
15.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	336,692	0.12%	+8,292	Jun 30, 2026	SPDR SERIES TRUST, not summed
15.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	110,278	0.04%	+10,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
15.5	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	55,995	0.02%	+720	Jun 30, 2026	SPDR SERIES TRUST, not summed
16	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	12,158,882	4.43%	+1,059,541	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
16.1	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	79,880	0.03%	-15,900	Jul 31, 2026	Columbia ETF Trust I, not summed
16.2	Columbia Large Cap Index Fund Fund S000010825 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	13,084	0.00%	-1,045	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
16.3	Columbia Variable Portfolio - Large Cap Index Fund Fund S000019848 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	11,160	0.00%	-398	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
16.4	Columbia Research Enhanced Value ETF Fund S000066077 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	9,045	0.00%	-815	Jul 31, 2026	Columbia ETF Trust I, not summed
16.5	Columbia U.S. Equity Income ETF Fund S000053879 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	8,853	0.00%	+482	Jul 31, 2026	Columbia ETF Trust I, not summed
17	TRUIST FINANCIAL CORP 13F CIK 92230 · Bank · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	10,273,990	3.74%	+402,229	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
18	REGENTS OF THE UNIVERSITY OF CALIFORNIA 13F CIK 315054 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	9,917,831	3.61%	-147,287	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Focus Partners Wealth 13F CIK 1542153 · Registered investment adviser · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	9,898,858	3.60%	+1,409,002	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
20	Janney Montgomery Scott LLC 13F CIK 1329948 · Investment adviser · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	9,610,571	3.50%	+294,504	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
21	Main Management ETF Advisors, LLC 13F CIK 1698607 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,511,811	3.46%	+4,622,964	Jun 30, 2026	carried, not yet filed for the newest quarter
22	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	8,816,646	3.21%	+3,036,075	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
23	WestEnd Advisors, LLC 13F CIK 1351731 · Unknown · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	8,662,031	3.15%	+898,397	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
24	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	8,481,756	3.09%	+1,600,894	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
25	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,346,581	3.04%	-58,894	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	NISSAY ASSET MANAGEMENT CORP /JAPAN 13F CIK 869589 · Unknown · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	7,664,183	2.79%	-2,316,388	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
27	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	7,599,772	2.77%	+2,780,981	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
27.1	Victory Pioneer Fund Fund S000089764 · Registered fund · Jun 30, 2026 Victory Portfolios IV, not summed	1,141,361	0.42%	—	Jun 30, 2026	Victory Portfolios IV, not summed
27.2	Victory Pioneer Core Equity Fund Fund S000089765 · Registered fund · Jun 30, 2026 Victory Portfolios IV, not summed	388,708	0.14%	-156,851	Jun 30, 2026	Victory Portfolios IV, not summed
27.3	Victory Pioneer Mid Cap Value Fund Fund S000089757 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	193,714	0.07%	-1,764	Jul 31, 2026	Victory Portfolios IV, not summed
27.4	Victory Income Stock Fund Fund S000012900 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	149,203	0.05%	-8,700	Jul 31, 2026	Victory Portfolios III, not summed
27.5	Victory Pioneer Equity Income Fund Fund S000089763 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	130,197	0.05%	-44,603	Jul 31, 2026	Victory Portfolios IV, not summed
28	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,416,903	2.70%	-324,867	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,170,717	2.61%	+78,961	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,572,279	2.39%	-1,253,643	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Invesco KBW Bank ETF Fund S000034530 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,549,753	0.56%	-250,140	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
30.2	Invesco Comstock Fund Fund S000027834 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	1,444,964	0.53%	-404,740	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
30.3	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,151,793	0.42%	-187,021	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
30.4	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	282,364	0.10%	—	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
30.5	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	213,110	0.08%	+2,423	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	6,095,001	2.22%	+3,648	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
31.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	84,004	0.03%	-431	Jun 30, 2026	Northern Funds, not summed
31.2	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	76,206	0.03%	—	Jul 31, 2026	FlexShares Trust, not summed
31.3	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	35,840	0.01%	-1,540	Jul 31, 2026	FlexShares Trust, not summed
31.4	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,299	0.01%	-1,821	Jun 30, 2026	Northern Funds, not summed
31.5	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,181	0.00%	+43	Jun 30, 2026	Northern Funds, not summed
32	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	5,823,784	2.12%	+3,274,681	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
33	PGIM Custom Harvest LLC 13F CIK 1845793 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,759,931	2.10%	+754,560	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,696,780	2.07%	-21,645	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	4,813,673	1.75%	+2,712,985	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
36	HARRIS ASSOCIATES L P 13F CIK 813917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,765,306	1.73%	-1,382,629	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Oakmark Fund Fund S000002758 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	2,107,700	0.77%	-709,000	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
36.2	Oakmark U.S. Large Cap ETF Fund S000088867 · Registered fund · Jun 30, 2026 Harris Oakmark ETF Trust, not summed	238,758	0.09%	-49,137	Jun 30, 2026	Harris Oakmark ETF Trust, not summed
36.3	Oakmark Equity and Income Fund Fund S000002760 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	207,200	0.08%	-361,000	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
37	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	4,658,031	1.70%	+498,720	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
38	CIBC WORLD MARKET INC. 13F CIK 1421224 · Unknown · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	4,564,493	1.66%	+3,443,934	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
39	Caisse de depot et placement du Quebec 13F CIK 898286 · Unknown · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	4,541,609	1.65%	-476,892	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
40	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	4,394,233	1.60%	+124,034	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
40.1	Putnam Large Cap Value Fund Fund S000005581 · Registered fund · Jul 31, 2026 Putnam Large Cap Value Fund, not summed	2,024,073	0.74%	+16,496	Jul 31, 2026	Putnam Large Cap Value Fund, not summed
40.2	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	115,965	0.04%	-21,095	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
40.3	Putnam VT Large Cap Value Fund Fund S000003894 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	110,229	0.04%	0	Jun 30, 2026	Putnam Variable Trust, not summed
40.4	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	91,289	0.03%	-15,667	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
40.5	Franklin U.S. Large Cap Multifactor Index ETF Fund S000057200 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	32,674	0.01%	+9,202	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
41	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	4,371,034	1.59%	-6,799,310	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
42	BSN CAPITAL PARTNERS Ltd 13F CIK 1911876 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,296,245	1.56%	+4,296,245	Jun 30, 2026	carried, not yet filed for the newest quarter
43	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,068,928	1.48%	-16,918	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	93,500	0.03%	-11,400	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
43.2	LSV Disciplined Value ETF Fund S000089218 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	37,961	0.01%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
43.3	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	7,300	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
43.4	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	6,800	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
43.5	LSV U.S. Managed Volatility Fund Fund S000045798 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	2,200	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
44	OSAIC HOLDINGS, INC. 13F CIK 1677044 · Holding company · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	3,987,987	1.45%	+122,882	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
45	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	3,958,673	1.44%	+3,954,508	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
46	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	3,652,151	1.33%	+348,042	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
47	MML INVESTORS SERVICES, LLC 13F CIK 701059 · Unknown · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	3,472,635	1.26%	+184,294	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
48	Clal Insurance Enterprises Holdings Ltd 13F CIK 1376192 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,196,000	1.16%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
49	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,129,977	1.14%	+28,025	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	691,046	0.25%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
49.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	247,354	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
49.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	216,340	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
49.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	210,997	0.08%	+10,153	Jul 31, 2026	Dimensional ETF Trust, not summed
49.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	178,649	0.07%	+856	Jul 31, 2026	Dimensional ETF Trust, not summed
50	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 Classes STT, XLF, carried, not yet filed for the newest quarter	3,063,144	1.12%	-559,193	Jun 30, 2026	Classes STT, XLF, carried, not yet filed for the newest quarter
50.1	PACE Large Co Value Equity Investments Fund S000002971 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	9,205	0.00%	-6,300	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
50.2	PACE Large Co Growth Equity Investments Fund S000002972 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	2,078	0.00%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
50.3	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	209	0.00%	-29	May 31, 2026	UBS INVESTMENT TRUST, not summed
50.4	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	96	0.00%	+13	Jun 30, 2026	UBS FUNDS, not summed

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

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Key facts CIK 93751 CUSIP 857477103 13F (30d) 223 filings 198 filers Visit website Investor relations