STZ · Constellation Brands, Inc. · Shareholders & Ownership

$131.81 -0.93 (-0.70%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$22.46B

169.22M

Volume · Oct 21 390.8K Avg daily vol (3M) 2.18M

Every disclosed holder of STZ 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 STZ

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)	1,022	144,993,634	85.68%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	632,890	0.37%	Yes
Remaining	—	23,597,696	13.94%	Rest
Registered funds (N-PORT, not summed)	661	70,133,317	41.44%	No

Shares outstanding: 169,224,220, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 STZ

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	WildStar Partners LLC Insider CIK 1690696 · Nov 20, 2024 10% Owner, issuer-wide, not summed	20,428,521	12.07%	-660	Nov 20, 2024	10% Owner, issuer-wide, not summed
2	WSP Holdings Trust Insider CIK 2070036 · May 31, 2025 10% Owner, issuer-wide, not summed	20,428,521	12.07%	—	May 31, 2025	10% Owner, issuer-wide, not summed
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,539,924	6.82%	+420,325	Jun 30, 2026	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	1,918,235	1.13%	+111,848	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	566,922	0.34%	+24,615	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	396,469	0.23%	+38,227	Jul 31, 2026	iShares Trust, not summed
3.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	308,943	0.18%	-16,437	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Core High Dividend ETF Fund S000031844 · Registered fund · Jul 31, 2026 iShares Trust, not summed	287,836	0.17%	—	Jul 31, 2026	iShares Trust, not summed
4	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,208,782	6.62%	-997,711	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,337,443	5.52%	+261,427	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,835,510	4.63%	+320,308	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,788,959	4.01%	-236,750	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) Consumer Staples Select Sector SPDR(R) ETF Fund S000006409 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,235,483	0.73%	-234,217	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
7.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	333,169	0.20%	+37,580	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	169,669	0.10%	+3,828	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	55,250	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	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	25,870	0.02%	+360	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,646,412	2.75%	+238,841	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,600,566	2.72%	-525,977	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,797,243	1.06%	+3,185	May 31, 2026	Fidelity Concord Street Trust, not summed
9.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	910,495	0.54%	-69,694	May 31, 2026	Fidelity Rutland Square Trust II, not summed
9.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	526,723	0.31%	+419	Jul 31, 2026	Fidelity Salem Street Trust, not summed
9.4	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	508,089	0.30%	-682	Jul 31, 2026	Fidelity Puritan Trust, not summed
9.5	Fidelity Equity Dividend Income Fund Fund S000006970 · Registered fund · May 31, 2026 Fidelity Financial Trust, not summed	322,900	0.19%	+21,600	May 31, 2026	Fidelity Financial Trust, not summed
10	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	4,147,756	2.45%	-903,307	Jun 30, 2026	American Balanced Fund, not summed
11	Grantham, Mayo, Van Otterloo & Co. LLC 13F CIK 1352662 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,998,425	2.36%	-27,355	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	GMO Quality Fund Fund S000004084 · Registered fund · May 31, 2026 GMO TRUST, not summed	1,206,235	0.71%	0	May 31, 2026	GMO TRUST, not summed
11.2	GMO U.S. Quality ETF Fund S000082992 · Registered fund · May 31, 2026 GMO ETF Trust, not summed	498,171	0.29%	+89,086	May 31, 2026	GMO ETF Trust, not summed
11.3	GMO Alternative Allocation Fund Fund S000065268 · Registered fund · May 31, 2026 GMO TRUST, not summed	16,171	0.01%	+322	May 31, 2026	GMO TRUST, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,820,120	2.26%	+11,231	Jun 30, 2026	carried, not yet filed for the newest quarter
13	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,817,651	2.26%	-2,813,266	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	VANGUARD WELLESLEY INCOME FUND Fund S000004405 · Registered fund · Jun 30, 2026 VANGUARD WELLESLEY INCOME FUND, not summed	595,679	0.35%	-672,477	Jun 30, 2026	VANGUARD WELLESLEY INCOME FUND, not summed
13.2	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	62,429	0.04%	0	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
14	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,613,691	2.14%	+45,607	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	3,584,968	2.12%	0	Jul 31, 2026	Washington Mutual Investors Fund, not summed
16	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,460,678	2.05%	+52,747	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Columbia Select Large Cap Value Fund Fund S000031373 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	698,670	0.41%	0	May 31, 2026	Columbia Funds Series Trust II, not summed
16.2	Columbia Variable Portfolio - Select Large Cap Value Fund Fund S000019845 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	595,151	0.35%	0	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
16.3	Columbia Intrinsic Value Fund Fund S000031354 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	420,681	0.25%	+324,596	May 31, 2026	Columbia Funds Series Trust II, not summed
16.4	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	31,285	0.02%	-3,160	May 31, 2026	Columbia Funds Series Trust II, not summed
16.5	Columbia Large Cap Index Fund Fund S000010825 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	6,584	0.00%	-547	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
17	STERN ZACHARY M Insider CIK 1462935 · Nov 13, 2024 Insider, issuer-wide, not summed	3,339,493	1.97%	-59,637	Nov 13, 2024	Insider, issuer-wide, not summed
18	ZMSS Business Holdings LP Insider CIK 1955193 · Nov 13, 2024 Insider, issuer-wide, not summed	3,306,078	1.95%	-59,637	Nov 13, 2024	Insider, issuer-wide, not summed
19	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,171,023	1.87%	+175,465	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	HARRIS ASSOCIATES L P 13F CIK 813917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,097,056	1.83%	-136,211	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Oakmark Fund Fund S000002758 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	1,490,000	0.88%	-134,000	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
20.2	Oakmark U.S. Large Cap ETF Fund S000088867 · Registered fund · Jun 30, 2026 Harris Oakmark ETF Trust, not summed	106,761	0.06%	+5,281	Jun 30, 2026	Harris Oakmark ETF Trust, not summed
21	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,816,205	1.66%	-893,118	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,463,367	1.46%	+571,482	Jun 30, 2026	carried, not yet filed for the newest quarter
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,412,424	1.43%	+179,829	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	310,674	0.18%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	295,618	0.17%	+25,727	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	148,923	0.09%	+4,191	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.4	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	119,531	0.07%	+2,529	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	85,426	0.05%	+1,608	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,405,508	1.42%	-134,157	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	459	0.00%	-14	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
24.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	336	0.00%	+68	Jul 31, 2026	E Trade Trust, not summed
24.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	224	0.00%	+50	Jul 31, 2026	E Trade Trust, not summed
24.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	61	0.00%	-3	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
25	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,391,780	1.41%	+627,349	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Hotchkis & Wiley Opportunities Fund Fund S000006216 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	21,800	0.01%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
25.2	Hotchkis and Wiley Large Cap Fundamental Value Fund Fund S000006213 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	21,700	0.01%	+2,600	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
25.3	Hotchkis and Wiley Mid-Cap Value Fund Fund S000006214 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	14,900	0.01%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
25.4	Hotchkis and Wiley Large Cap Disciplined Value Fund Fund S000006212 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	6,300	0.00%	+1,000	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
25.5	Hotchkis & Wiley SMID Cap Diversified Value Fund Fund S000091359 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	65	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
26	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,365,522	1.40%	+468,849	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,309,546	0.77%	+184,597	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26.2	Invesco Value Opportunities Fund Fund S000027840 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	364,180	0.22%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
26.3	Invesco S&P 500 GARP ETF Fund S000032768 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	165,351	0.10%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	87,787	0.05%	+751	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
26.5	Invesco S&P 500 Equal Weight Consumer Staples ETF Fund S000060809 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	52,370	0.03%	+6,423	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
27	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,161,462	1.28%	-184,459	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	VanEck Morningstar Wide Moat ETF Fund S000036713 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	1,935,821	1.14%	-186,213	Jun 30, 2026	VanEck ETF Trust, not summed
27.2	VanEck Morningstar SMID Moat ETF Fund S000077508 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	29,404	0.02%	+15,210	Jun 30, 2026	VanEck ETF Trust, not summed
27.3	VanEck Morningstar Wide Moat Fund Fund S000059554 · Registered fund · Jun 30, 2026 VanEck Funds, not summed	6,002	0.00%	-142	Jun 30, 2026	VanEck Funds, not summed
27.4	VanEck Morningstar Global Wide Moat ETF Fund S000063090 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	1,136	0.00%	-17	Jun 30, 2026	VanEck ETF Trust, not summed
27.5	VanEck Morningstar Wide Moat Value ETF Fund S000082154 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	558	0.00%	-1,361	Jun 30, 2026	VanEck ETF Trust, not summed
28	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	2,084,138	1.23%	0	Jun 30, 2026	New Perspective Fund, not summed
29	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,070,486	1.22%	+1,731,117	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	2,060,314	1.22%	-89,371	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
31	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,879,479	1.11%	+1,872,039	Jun 30, 2026	carried, not yet filed for the newest quarter
32	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,790,314	1.06%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
33	SER Business Holdings LP Insider CIK 1937255 · Nov 20, 2024 Insider, issuer-wide, not summed	1,736,884	1.03%	-660	Nov 20, 2024	Insider, issuer-wide, not summed
34	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,552,209	0.92%	-274,443	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	282,621	0.17%	+115,772	Jul 31, 2026	Dimensional ETF Trust, not summed
34.2	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	126,215	0.07%	-333,967	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
34.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	112,365	0.07%	+4,490	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
34.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	111,494	0.07%	+32,696	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
34.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	79,181	0.05%	-29,671	Jul 31, 2026	Dimensional ETF Trust, not summed
35	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,498,898	0.89%	+162,021	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	34,211	0.02%	-15,969	May 31, 2026	Goldman Sachs ETF Trust, not summed
35.2	Goldman Sachs Rising Dividend Growth Fund Fund S000036119 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	23,765	0.01%	+4,280	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
35.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	22,912	0.01%	+3,831	May 31, 2026	Goldman Sachs ETF Trust, not summed
35.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	9,010	0.01%	+6,538	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
35.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,744	0.00%	-247	May 31, 2026	Goldman Sachs ETF Trust, not summed
36	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,494,348	0.88%	+908,457	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Janus Henderson VIT Global Research Portfolio Fund S000010402 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	55,080	0.03%	+39,955	Jun 30, 2026	Janus Aspen Series, not summed
36.2	Janus Henderson VIT Research Portfolio Fund S000010395 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	25,746	0.02%	+14,469	Jun 30, 2026	Janus Aspen Series, not summed
37	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	1,433,591	0.85%	-1,500,333	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
38	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	1,411,201	0.83%	-15,063	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
39	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,391,587	0.82%	+108,415	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
40	Capital World Growth & Income Fund Fund S000009001 · Registered fund · May 31, 2026 Capital World Growth & Income Fund, not summed	1,350,165	0.80%	0	May 31, 2026	Capital World Growth & Income Fund, not summed
41	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,331,412	0.79%	-762,434	Jun 30, 2026	carried, not yet filed for the newest quarter
42	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,261,544	0.75%	-52,413	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	44,586	0.03%	+3,927	Jun 30, 2026	Northern Funds, not summed
42.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,898	0.00%	+1,356	Jul 31, 2026	FlexShares Trust, not summed
42.3	Large Cap Value Fund Fund S000001271 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,475	0.00%	-1,217	Jun 30, 2026	Northern Funds, not summed
43	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,234,896	0.73%	+822,426	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,136,536	0.67%	+1,136,536	Jun 30, 2026	carried, not yet filed for the newest quarter
45	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,091,904	0.65%	-311,371	Jun 30, 2026	carried, not yet filed for the newest quarter
46	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,079,537	0.64%	-65,803	Jun 30, 2026	carried, not yet filed for the newest quarter
47	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,074,160	0.63%	+70,293	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	DWS Core Equity Fund Fund S000005706 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	172,811	0.10%	-3,527	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
47.2	DWS CROCI(R) Equity Dividend Fund Fund S000062620 · Registered fund · May 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	102,098	0.06%	-24,522	May 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
47.3	DWS CROCI(R) U.S. Fund Fund S000048744 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	18,059	0.01%	+327	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
47.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	6,267	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
47.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	4,272	0.00%	-254	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
48	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	976,912	0.58%	+733,422	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Janus Henderson Research Fund Fund S000010470 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	962,802	0.57%	+546,459	Jun 30, 2026	Janus Investment Fund, not summed
50	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	941,652	0.56%	+48,054	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 16918 CUSIP 21036P108 13F (30d) 173 filings 160 filers Visit website Investor relations