SYF · Synchrony Financial · Shareholders & Ownership

$73.36 -0.88 (-1.19%) At close · Oct 20

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$24.16B

325.37M

Volume · Oct 20 5.15M Avg daily vol (3M) 3.29M

Every disclosed holder of SYF 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 SYF

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

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	1,012	343,992,084	105.72%	Yes
Insiders (Forms 3, 4, 5)	21	1,724,303	0.53%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	20,345,547	-6.25%	Negative
Registered funds (N-PORT, not summed)	745	136,967,418	42.10%	No

Shares outstanding: 325,370,840, 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 SYF

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	30,893,517	9.49%	+414,443	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	4,627,521	1.42%	+156,620	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	1,379,291	0.42%	+51,088	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	751,622	0.23%	-44,859	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	552,988	0.17%	-46,768	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	528,720	0.16%	-17,392	Jul 31, 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	22,013,925	6.77%	-583,891	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,918,854	5.81%	-14,878,053	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Capital World Investors 13G CIK 1422849 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	18,956,052	5.83%	-25,578,628	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,090,018	5.56%	-414,699	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	17,733,198	5.45%	+8,569	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,275,319	0.70%	-79,633	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	802,137	0.25%	+71,458	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	408,633	0.13%	-615	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	137,476	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	State Street(R) SPDR(R) Russell 1000 Yield Focus ETF Fund S000051787 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	71,992	0.02%	-28,745	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	14,766,088	4.54%	-1,298,530	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,694,984	3.29%	-327,146	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,093,347	3.10%	+498,884	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	462,535	0.14%	-60,238	May 31, 2026	Goldman Sachs ETF Trust, not summed
8.2	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	196,276	0.06%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
8.3	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	188,808	0.06%	+12,743	May 31, 2026	Goldman Sachs Trust, not summed
8.4	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	98,021	0.03%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
8.5	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	78,645	0.02%	-2,979	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,853,708	3.03%	-94,991	Jun 30, 2026	carried, not yet filed for the newest quarter
10	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	9,376,510	2.88%	-10,984,642	Jun 30, 2026	American Balanced Fund, not summed
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,712,200	2.68%	-118,283	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,698,248	2.37%	+2,360,138	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	FT Vest Rising Dividend Achievers Target Income ETF Fund S000077479 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	866,640	0.27%	+292,477	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
12.2	First Trust Large Cap Value AlphaDEX Fund Fund S000017340 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	158,079	0.05%	-8,324	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
12.3	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	99,606	0.03%	+30,107	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
12.4	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	92,641	0.03%	+2,338	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
12.5	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	87,418	0.03%	-22,298	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
13	PAR CAPITAL MANAGEMENT INC 13F CIK 1051359 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,612,137	2.34%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
14	HARRIS ASSOCIATES L P 13F CIK 813917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,446,335	2.29%	+2,787,334	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Oakmark Fund Fund S000002758 · Registered fund · Jun 30, 2026 HARRIS ASSOCIATES INVESTMENT TRUST, not summed	3,735,000	1.15%	+1,364,600	Jun 30, 2026	HARRIS ASSOCIATES INVESTMENT TRUST, not summed
15	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,301,529	2.24%	-205,311	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,254,849	1.92%	+215,096	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	1,259,325	0.39%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
16.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	643,604	0.20%	+116,692	Jul 31, 2026	Dimensional ETF Trust, not summed
16.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	518,669	0.16%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	507,113	0.16%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	292,845	0.09%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
17	Income Fund of America Fund S000008814 · Registered fund · Jul 31, 2026 Income Fund of America, not summed	6,080,879	1.87%	-2,575,841	Jul 31, 2026	Income Fund of America, not summed
18	First Trust Rising Dividend Achievers ETF Fund S000043486 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	5,897,791	1.81%	+1,845,677	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
19	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,379,328	1.65%	-251,446	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,678,472	0.82%	+91,725	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.2	Invesco S&P 500 GARP ETF Fund S000032768 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	349,036	0.11%	-103,849	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.3	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	304,788	0.09%	+56,898	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	202,314	0.06%	+44,643	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
19.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	197,601	0.06%	-5,722	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	5,303,927	1.63%	+51,463	Jun 30, 2026	carried, not yet filed for the newest quarter
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,879,249	1.50%	-128,212	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	157,297	0.05%	+6,817	Jul 31, 2026	FlexShares Trust, not summed
21.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	105,588	0.03%	-3,732	Jun 30, 2026	Northern Funds, not summed
21.3	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	71,680	0.02%	+11,200	Jul 31, 2026	FlexShares Trust, not summed
21.4	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	29,082	0.01%	+4,106	Jun 30, 2026	Northern Funds, not summed
21.5	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	20,210	0.01%	+3,052	Jun 30, 2026	Northern Funds, not summed
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,633,326	1.42%	+71,562	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,157	0.00%	-135	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
22.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	768	0.00%	+175	Jul 31, 2026	E Trade Trust, not summed
22.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	482	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
22.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	153	0.00%	-21	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
23	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,512,851	1.39%	-324,970	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Columbia Disciplined Core Fund Fund S000031356 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	894,228	0.27%	-13,688	Jul 31, 2026	Columbia Funds Series Trust II, not summed
23.2	Columbia Variable Portfolio - Disciplined Core Fund Fund S000019844 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	670,870	0.21%	-28,545	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
23.3	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	122,523	0.04%	-23,877	May 31, 2026	Columbia Funds Series Trust II, not summed
23.4	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	100,361	0.03%	-21,819	Jul 31, 2026	Columbia ETF Trust I, not summed
23.5	Columbia Large Cap Enhanced Core Fund Fund S000010818 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	49,709	0.02%	+833	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
24	ASSETMARK, INC 13F CIK 1344551 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,402,769	1.35%	+64,165	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	GuidePath Tactical Allocation Fund Fund S000030983 · Registered fund · Jun 30, 2026 GPS Funds II, not summed	249,805	0.08%	-17,870	Jun 30, 2026	GPS Funds II, not summed
24.2	GuideMark Large Cap Core Fund Fund S000006182 · Registered fund · Jun 30, 2026 GPS Funds I, not summed	48,249	0.01%	-2,016	Jun 30, 2026	GPS Funds I, not summed
24.3	GuidePath Growth and Income Fund Fund S000061598 · Registered fund · Jun 30, 2026 GPS Funds II, not summed	2,095	0.00%	-29	Jun 30, 2026	GPS Funds II, not summed
25	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,196,670	1.29%	+14,569	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	PIMCO RAE US Fund Fund S000048956 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	339,430	0.10%	-11,500	Jun 30, 2026	PIMCO Equity Series, not summed
25.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	9,573	0.00%	-2,149	Jun 30, 2026	PIMCO Equity Series, not summed
25.3	PIMCO Dividend and Income Fund Fund S000034646 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	8,262	0.00%	0	Jun 30, 2026	PIMCO Equity Series, not summed
26	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	4,174,429	1.28%	-86,574	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	255	0.00%	-63	May 31, 2026	UBS INVESTMENT TRUST, not summed
26.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	95	0.00%	+7	Jun 30, 2026	UBS FUNDS, not summed
27	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,045,557	1.24%	+2,391,653	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,019,209	1.24%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
29	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,564,350	1.10%	-921,310	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	153,203	0.05%	+14,962	Jun 30, 2026	AQR Funds, not summed
29.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	147,464	0.05%	0	Jun 30, 2026	AQR Funds, not summed
29.3	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	28,513	0.01%	0	Jun 30, 2026	AQR Funds, not summed
29.4	AQR Large Cap Momentum Style Fund Fund S000025643 · Registered fund · Mar 31, 2026 AQR Funds, not summed	15,749	0.00%	—	Mar 31, 2026	AQR Funds, not summed
29.5	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	12,521	0.00%	0	Jun 30, 2026	AQR Funds, not summed
30	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,204,384	0.98%	-11,237	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Sep 30, 2026	3,090,218	0.95%	+260,293	Sep 30, 2026
32	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,035,055	0.93%	-30,160	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	752,987	0.23%	-14,196	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	643,760	0.20%	-4,780	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	368,263	0.11%	-2,115	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	326,399	0.10%	+10,101	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	206,039	0.06%	-2,890	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,752,202	0.85%	-137,356	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	2,664,200	0.82%	+165,400	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
35	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,546,794	0.78%	-134,114	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	30,507	0.01%	+32	Jul 31, 2026	BNY Mellon ETF Trust, not summed
36	AustralianSuper Pty Ltd 13F CIK 1694164 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,512,945	0.77%	-380,283	Jun 30, 2026	carried, not yet filed for the newest quarter
37	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,511,310	0.77%	+300,412	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	LSV Disciplined Value ETF Fund S000089218 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	37,038	0.01%	-1	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
37.2	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	10,800	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
38	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,458,557	0.76%	+252,878	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	DWS CROCI(R) U.S. Fund Fund S000048744 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	242,244	0.07%	-1,810	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
38.2	DWS CROCI(R) U.S. VIP Fund S000006255 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES II, not summed	48,749	0.02%	-923	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES II, not summed
38.3	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	24,959	0.01%	+2,840	May 29, 2026	DBX ETF Trust, not summed
38.4	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	12,722	0.00%	+1,963	May 29, 2026	DBX ETF Trust, not summed
38.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	10,365	0.00%	-814	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
39	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,164,184	0.67%	-95,387	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
40	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	2,035,406	0.63%	0	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
41	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,024,943	0.62%	-36,598	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,994,027	0.61%	+251,038	Jun 30, 2026	carried, not yet filed for the newest quarter
43	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,914,291	0.59%	-328,051	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,888,596	0.58%	-65,515	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,885,624	0.58%	+130,538	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,882,819	0.58%	+55,138	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,832,782	0.56%	+199,144	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Victory Income Stock Fund Fund S000012900 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	333,812	0.10%	+76,300	Jul 31, 2026	Victory Portfolios III, not summed
47.2	Victory Growth & Income Fund Fund S000012896 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	138,734	0.04%	+26,065	Jul 31, 2026	Victory Portfolios III, not summed
47.3	Victory RS Global Fund Fund S000053563 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	137,508	0.04%	0	Jun 30, 2026	Victory Portfolios, not summed
47.4	Victory Value Fund Fund S000012920 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	88,050	0.03%	0	Jul 31, 2026	Victory Portfolios III, not summed
47.5	Victory Sustainable World Fund Fund S000012923 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	81,335	0.03%	-1,686	May 31, 2026	Victory Portfolios III, not summed
48	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,826,118	0.56%	-135,114	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
49	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,773,167	0.55%	-561,950	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	990,795	0.30%	-222,952	Jun 30, 2026	MFS SERIES TRUST XI, not summed
49.2	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	487,212	0.15%	+41,104	May 31, 2026	MFS Series Trust X, not summed
49.3	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	37,244	0.01%	-7,880	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
49.4	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	8,847	0.00%	-5,625	Jul 31, 2026	MFS Series Trust XV, not summed
50	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,765,813	0.54%	-267,289	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 1601712 CUSIP 87165B103 13F (30d) 173 filings 161 filers Visit website Investor relations