SWK · Stanley Black & Decker, Inc. · Shareholders & Ownership

$95.44 +1.35 (+1.43%) At close · Oct 21

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$14.21B

151.02M

Volume · Oct 21 1.38M Avg daily vol (3M) 1.76M

Every disclosed holder of SWK 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 SWK

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)	779	153,879,200	101.90%	Yes
Insiders (Forms 3, 4, 5)	19	460,402	0.30%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,322,961	-2.20%	Negative
Registered funds (N-PORT, not summed)	602	77,219,780	51.13%	No

Shares outstanding: 151,016,641, 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 SWK

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	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,117,876	8.69%	+141,878	Jun 30, 2026	carried, not yet filed for the newest quarter
2	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,055,174	7.32%	+1,023,442	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	2,739,000	1.81%	-49,000	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
2.2	T. Rowe Price Large-Cap Value Fund Fund S000002093 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	452,877	0.30%	-34,397	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
2.3	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	203,100	0.13%	—	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
2.4	T. Rowe Price New Era Fund Fund S000002105 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW ERA FUND, INC., not summed	191,000	0.13%	—	Jun 30, 2026	T. ROWE PRICE NEW ERA FUND, INC., not summed
2.5	T. Rowe Price Equity Income Portfolio Fund S000002077 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY SERIES, INC., not summed	140,685	0.09%	-2,924	Jun 30, 2026	T. ROWE PRICE EQUITY SERIES, INC., not summed
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,692,910	7.08%	+368,839	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	2,139,433	1.42%	+147,822	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	640,686	0.42%	+48,381	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	344,948	0.23%	-10,226	Jun 30, 2026	iShares Trust, not summed
3.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	255,105	0.17%	-12,871	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	238,928	0.16%	+16,833	Jun 30, 2026	iShares Trust, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,143,817	6.72%	+79,343	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,751,801	5.80%	+416,614	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,484,310	0.98%	+123,014	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF Fund S000050968 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,054,213	0.70%	+18,377	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	916,209	0.61%	+47,416	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.4	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	368,213	0.24%	+42,260	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	189,160	0.13%	+7,826	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,876,920	4.55%	-9,115	Jun 30, 2026	carried, not yet filed for the newest quarter
7	American Mutual Fund Fund S000008999 · Registered fund · Jul 31, 2026 American Mutual Fund, not summed	6,362,058	4.21%	0	Jul 31, 2026	American Mutual Fund, not summed
8	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	5,875,287	3.89%	0	Jun 30, 2026	Investment Co of America, not summed
9	Strategic Wealth Partners, Ltd. 13F CIK 1720777 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,084,437	3.37%	+266,448	Jun 30, 2026	carried, not yet filed for the newest quarter
10	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,064,693	3.35%	+87,842	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,100,280	0.73%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	713,033	0.47%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	574,195	0.38%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
10.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	462,421	0.31%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
10.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	245,425	0.16%	+2,167	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,935,028	3.27%	+8,744	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,540,090	3.01%	+535,218	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Columbia Intrinsic Value Fund Fund S000031354 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	548,740	0.36%	+85,940	May 31, 2026	Columbia Funds Series Trust II, not summed
12.2	CTIVP - T. Rowe Price Large Cap Value Fund Fund S000028696 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	367,403	0.24%	+13,787	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
12.3	Columbia Dividend Opportunity Fund Fund S000031365 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	360,500	0.24%	-3,600	May 31, 2026	Columbia Funds Series Trust II, not summed
12.4	Columbia Variable Portfolio - Dividend Opportunity Fund Fund S000019857 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	173,200	0.11%	+39,700	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
12.5	Columbia Variable Portfolio - Contrarian Core Fund Fund S000036673 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	116,203	0.08%	-4,132	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,255,796	2.82%	+104,534	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,025,920	2.67%	+91,231	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,711,541	2.46%	+105,655	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,407,243	1.59%	+119,155	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.2	Invesco High Yield Equity Dividend AchieversTM ETF Fund S000003045 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	225,199	0.15%	+43,615	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.3	Invesco S&P 500 Pure Value ETF Fund S000060792 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	213,273	0.14%	-30,531	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	178,425	0.12%	+2,692	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
15.5	Invesco S&P 500 Equal Weight Industrials ETF Fund S000060815 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	166,931	0.11%	-691	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,649,602	2.42%	+428,932	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Hotchkis and Wiley Small Cap Value Fund Fund S000006215 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	175,900	0.12%	+13,500	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
16.2	Hotchkis & Wiley Opportunities Fund Fund S000006216 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	107,400	0.07%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
16.3	Hotchkis and Wiley Mid-Cap Value Fund Fund S000006214 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	89,900	0.06%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
16.4	Hotchkis and Wiley Large Cap Fundamental Value Fund Fund S000006213 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	70,100	0.05%	+12,700	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
16.5	Hotchkis and Wiley High Yield Fund Fund S000025241 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	10,222	0.01%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
17	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,563,673	2.36%	-12,077	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 Classes SWK, SWP, carried, not yet filed for the newest quarter	3,123,677	2.07%	+1,773,184	Jun 30, 2026	Classes SWK, SWP, carried, not yet filed for the newest quarter
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,108,492	2.06%	+346,600	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	240	0.00%	+21	Jul 31, 2026	E Trade Trust, not summed
20	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,725,882	1.81%	-1,229,861	Jun 30, 2026	carried, not yet filed for the newest quarter
21	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,709,828	1.79%	+85,662	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Clean Energy Transition LLP 13F CIK 1911523 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,630,774	1.74%	+29,384	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,258,421	1.50%	-18,627	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,154,195	1.43%	+132,398	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	ProShares S&P 500 Dividend Aristocrats ETF Fund S000042349 · Registered fund · May 31, 2026 ProShares Trust, not summed	2,127,466	1.41%	+134,478	May 31, 2026	ProShares Trust, not summed
24.2	ProShares Large Cap Core Plus Fund S000020962 · Registered fund · May 31, 2026 ProShares Trust, not summed	19,025	0.01%	+3,065	May 31, 2026	ProShares Trust, not summed
24.3	ProShares Ultra S&P500 Fund S000006821 · Registered fund · May 31, 2026 ProShares Trust, not summed	13,036	0.01%	+776	May 31, 2026	ProShares Trust, not summed
24.4	ProShares UltraPro S&P500 Fund S000024919 · Registered fund · May 31, 2026 ProShares Trust, not summed	5,983	0.00%	-1,182	May 31, 2026	ProShares Trust, not summed
24.5	ProShares S&P 500 High Income ETF Fund S000081387 · Registered fund · May 31, 2026 ProShares Trust, not summed	2,632	0.00%	-123	May 31, 2026	ProShares Trust, not summed
25	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,128,496	1.41%	+470,848	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	189,480	0.13%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
25.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	11,441	0.01%	+6,236	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
25.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	5,241	0.00%	+24	May 31, 2026	Goldman Sachs ETF Trust II, not summed
25.4	Goldman Sachs Strategic Factor Allocation Fund Fund S000054057 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	2,347	0.00%	-184	May 31, 2026	GOLDMAN SACHS TRUST, not summed
25.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,011	0.00%	+870	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
26	State Street(R) SPDR(R) S&P 500(R) ETF Trust Fund · Registered fund · Jun 30, 2026 State Street(R) SPDR(R) S&P 500(R) ETF Trust, not summed	1,883,932	1.25%	—	Jun 30, 2026	State Street(R) SPDR(R) S&P 500(R) ETF Trust, not summed
26.1	SRH Total Return Fund, Inc. Fund · Registered fund · May 31, 2026 SRH Total Return Fund, Inc., not summed	530,000	0.35%	—	May 31, 2026	SRH Total Return Fund, Inc., not summed
26.2	TRI-CONTINENTAL Corp Fund · Registered fund · Jun 30, 2026 TRI-CONTINENTAL Corp, not summed	75,000	0.05%	—	Jun 30, 2026	TRI-CONTINENTAL Corp, not summed
26.3	Eaton Vance Tax-Managed Buy-Write Opportunities Fund Fund · Registered fund · Jun 30, 2026 Eaton Vance Tax-Managed Buy-Write Opportunities Fund, not summed	20,069	0.01%	—	Jun 30, 2026	Eaton Vance Tax-Managed Buy-Write Opportunities Fund, not summed
26.4	Guggenheim Strategic Opportunities Fund Fund · Registered fund · May 29, 2026 Guggenheim Strategic Opportunities Fund, not summed	13,655	0.01%	—	May 29, 2026	Guggenheim Strategic Opportunities Fund, not summed
26.5	Eaton Vance Tax-Managed Buy-Write Income Fund Fund · Registered fund · Jun 30, 2026 Eaton Vance Tax-Managed Buy-Write Income Fund, not summed	5,820	0.00%	—	Jun 30, 2026	Eaton Vance Tax-Managed Buy-Write Income Fund, not summed
27	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,806,656	1.20%	+585,155	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	108,071	0.07%	+64,749	Jun 30, 2026	AQR Funds, not summed
27.2	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	71,851	0.05%	—	Jun 30, 2026	AQR Funds, not summed
27.3	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	27,752	0.02%	+18,336	Jun 30, 2026	AQR Funds, not summed
27.4	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,137	0.01%	—	Jun 30, 2026	AQR Funds, not summed
27.5	AQR MS Fusion HV Fund Fund S000093174 · Registered fund · Jun 30, 2026 AQR Funds, not summed	2,372	0.00%	—	Jun 30, 2026	AQR Funds, not summed
28	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,769,666	1.17%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,714,390	1.14%	+16,014	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	418,486	0.28%	-457	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	348,541	0.23%	+8,282	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	232,227	0.15%	-3,859	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	165,380	0.11%	+4,191	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.5	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	117,610	0.08%	+2,744	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,661,022	1.10%	+17,690	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	1,193,202	0.79%	-14,290	Jun 30, 2026	MFS SERIES TRUST XI, not summed
30.2	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	44,957	0.03%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
30.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	570	0.00%	-62	Jul 31, 2026	MFS Series Trust XV, not summed
31	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,467,874	0.97%	-832,547	Jun 30, 2026	carried, not yet filed for the newest quarter
32	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,366,636	0.91%	+31,625	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	50,661	0.03%	+12,494	Jun 30, 2026	Northern Funds, not summed
32.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	29,862	0.02%	-168	Jul 31, 2026	FlexShares Trust, not summed
33	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	1,318,500	0.87%	0	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
34	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,315,800	0.87%	+18,578	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	25,999	0.02%	-43	Jul 31, 2026	BNY Mellon ETF Trust, not summed
35	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13F CIK 1009016 · Unknown · Sep 30, 2026	1,312,165	0.87%	-84,410	Sep 30, 2026
36	CONFLUENCE INVESTMENT MANAGEMENT LLC 13F CIK 1442056 · Registered investment adviser · Sep 30, 2026	1,302,499	0.86%	-45,875	Sep 30, 2026
37	Nykredit A/S 13F CIK 1847328 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,277,666	0.85%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Columbia Contrarian Core Fund Fund S000012077 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	1,263,166	0.84%	+6,361	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
39	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	909,543	0.60%	+63,744	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	873,333	0.58%	+1,353	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	844,916	0.56%	-26,945	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
42	Bridge Builder Large Cap Value Fund Fund S000048335 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	806,861	0.53%	+970	Jun 30, 2026	Bridge Builder Trust, not summed
43	BRIAN LOW FINANCIAL GROUP, LLC 13F CIK 2079080 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	771,572	0.51%	+62,984	Jun 30, 2026	carried, not yet filed for the newest quarter
44	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	758,058	0.50%	+3,940	Jun 30, 2026	carried, not yet filed for the newest quarter
45	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	750,674	0.50%	+194,224	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	DWS CROCI(R) Equity Dividend Fund Fund S000062620 · Registered fund · May 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	213,124	0.14%	—	May 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
45.2	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	10,361	0.01%	+1,747	May 29, 2026	DBX ETF Trust, not summed
45.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	4,909	0.00%	-70	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
45.4	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	2,201	0.00%	+59	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
45.5	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	1,345	0.00%	+208	May 29, 2026	DBX ETF Trust, not summed
46	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	741,195	0.49%	+226,424	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Mid Cap Value Fund Fund S000005779 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	405,704	0.27%	+118,700	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
47	Vest Financial, LLC 13F CIK 1709632 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	636,832	0.42%	+16,957	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Vest S&P 500 Dividend Aristocrats Target Income Fund Fund S000058211 · Registered fund · Jul 31, 2026 World Funds Trust, not summed	8,734	0.01%	-781	Jul 31, 2026	World Funds Trust, not summed
48	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	625,048	0.41%	+14,528	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
49	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	598,626	0.40%	+45,630	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	PACE Large Co Value Equity Investments Fund S000002971 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	12,300	0.01%	0	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
49.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	94	0.00%	-59	May 31, 2026	UBS INVESTMENT TRUST, not summed
49.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	46	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
50	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	593,219	0.39%	+61,294	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 93556 CUSIP 854502101 13F (30d) 139 filings 132 filers Visit website Investor relations