TDG · TransDigm Group INC · Shareholders & Ownership

$1,143.06 +0.61 (+0.05%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$63.15B

55.28M

Volume · Oct 20 348.38K Avg daily vol (3M) 391.74K

Every disclosed holder of TDG 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 TDG

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)	1,151	52,594,241	95.15%	Yes
Insiders (Forms 3, 4, 5)	16	201,943	0.37%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,480,341	4.49%	Rest
Registered funds (N-PORT, not summed)	672	28,734,745	51.98%	No

Shares outstanding: 55,276,525, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of TDG

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 International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,062,682	9.16%	-432,013	Jun 30, 2026	carried, not yet filed for the newest quarter
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,871,505	8.81%	+270,253	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	770,042	1.39%	+43,630	Jun 30, 2026	iShares Trust, not summed
2.2	iShares U.S. Aerospace & Defense ETF Fund S000009423 · Registered fund · Jun 30, 2026 iShares Trust, not summed	497,195	0.90%	-29,938	Jun 30, 2026	iShares Trust, not summed
2.3	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	118,084	0.21%	-595	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	107,636	0.19%	+68,682	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	71,936	0.13%	+969	Jun 30, 2026	iShares Trust, not summed
3	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,274,109	7.73%	-392,382	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,653,511	6.61%	-16,218	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,119,490	5.64%	-24,019	Jun 30, 2026	carried, not yet filed for the newest quarter
6	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	2,774,272	5.02%	-107,500	Jun 30, 2026	American Funds Fundamental Investors, not summed
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,580,994	4.67%	+7,907	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,559,096	4.63%	+42,490	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	329,681	0.60%	+12,839	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
8.2	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF Fund S000012318 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	137,344	0.25%	-14,891	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	133,522	0.24%	+14,686	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	83,484	0.15%	+2,360	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	21,950	0.04%	+1,300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	2,530,271	4.58%	-143,983	May 31, 2026	Growth Fund of America, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,775,563	3.21%	-17,277	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	AMCAP Fund Fund S000008817 · Registered fund · May 31, 2026 AMCAP Fund, not summed	1,766,968	3.20%	+4,098	May 31, 2026	AMCAP Fund, not summed
12	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,709,129	3.09%	-304,655	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	944,828	1.71%	-121,060	Jul 31, 2026	Principal Funds, Inc, not summed
12.2	Blue Chip Fund Fund S000037378 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	330,522	0.60%	+5,731	May 31, 2026	Principal Funds, Inc, not summed
12.3	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	19,206	0.03%	-1,703	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
12.4	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	11,529	0.02%	-362	Jul 31, 2026	Principal Funds, Inc, not summed
12.5	Principal Focused Blue Chip ETF Fund S000080686 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	7,930	0.01%	+97	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
13	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,449,288	2.62%	+13,733	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	1,447,133	2.62%	-27,312	Jun 30, 2026	American Balanced Fund, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,286,385	2.33%	+9,941	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,211,979	2.19%	-7,640	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,091,534	1.97%	-267,005	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	722,699	1.31%	+5,969	May 31, 2026	Fidelity Concord Street Trust, not summed
17.2	Fidelity Magellan Fund Fund S000007112 · Registered fund · Jun 30, 2026 Fidelity Magellan Fund, not summed	397,526	0.72%	+13,300	Jun 30, 2026	Fidelity Magellan Fund, not summed
17.3	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	111,904	0.20%	-13,769	May 31, 2026	Fidelity Rutland Square Trust II, not summed
17.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	106,718	0.19%	+1,435	May 31, 2026	Fidelity Concord Street Trust, not summed
17.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	86,224	0.16%	+2,835	May 31, 2026	Fidelity Concord Street Trust, not summed
18	Soroban Capital Partners LP 13F CIK 1517857 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	898,197	1.62%	+42,000	Jun 30, 2026	carried, not yet filed for the newest quarter
19	ALTAROCK PARTNERS LP 13F CIK 1631014 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	875,755	1.58%	-33,413	Jun 30, 2026	carried, not yet filed for the newest quarter
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	872,559	1.58%	-21,176	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	181	0.00%	-2	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
20.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	114	0.00%	+8	Jul 31, 2026	E Trade Trust, not summed
20.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	78	0.00%	+14	Jul 31, 2026	E Trade Trust, not summed
20.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	24	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
20.5	Permanence Portfolio Fund S000068163 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	15	0.00%	-63	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
21	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	835,113	1.51%	-62,835	Jun 30, 2026	carried, not yet filed for the newest quarter
22	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	781,731	1.41%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	WINDACRE PARTNERSHIP LLC 13F CIK 1599383 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	684,100	1.24%	+174,500	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Growth Fund Fund S000008791 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	651,981	1.18%	-65,991	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
25	Capital World Growth & Income Fund Fund S000009001 · Registered fund · May 31, 2026 Capital World Growth & Income Fund, not summed	648,402	1.17%	-135,818	May 31, 2026	Capital World Growth & Income Fund, not summed
26	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	632,242	1.14%	-3,519	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	606,686	1.10%	+97,018	Jun 30, 2026	carried, not yet filed for the newest quarter
28	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	574,438	1.04%	-18,257	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	T. Rowe Price Blue Chip Growth Fund, Inc. Fund S000002069 · Registered fund · Jun 30, 2026 T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed	128,588	0.23%	+19,155	Jun 30, 2026	T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed
28.2	T. Rowe Price Growth Stock Fund, Inc. Fund S000002087 · Registered fund · Jun 30, 2026 T. ROWE PRICE GROWTH STOCK FUND, INC., not summed	72,675	0.13%	-24,078	Jun 30, 2026	T. ROWE PRICE GROWTH STOCK FUND, INC., not summed
28.3	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	34,768	0.06%	-491	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
28.4	T. Rowe Price Capital Appreciation Equity ETF Fund S000079834 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	17,693	0.03%	+515	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
28.5	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	12,913	0.02%	+221	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
29	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	489,326	0.89%	-101,069	Jun 30, 2026	New Perspective Fund, not summed
30	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	479,551	0.87%	+44,960	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Invesco Aerospace & Defense ETF Fund S000003039 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	203,339	0.37%	+21,736	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
30.2	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	153,685	0.28%	+19,448	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
30.3	Invesco S&P 500 Pure Growth ETF Fund S000060791 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	13,734	0.02%	+194	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
30.4	Invesco S&P 500 Equal Weight Industrials ETF Fund S000060815 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	10,657	0.02%	+845	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
30.5	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	10,432	0.02%	+209	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	467,543	0.85%	+11,699	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,605	0.03%	+510	Jun 30, 2026	Northern Funds, not summed
31.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,202	0.00%	+56	Jul 31, 2026	FlexShares Trust, not summed
32	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	442,904	0.80%	+32,710	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	124,705	0.23%	-439	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
32.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	119,501	0.22%	+11,489	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	59,822	0.11%	+1,911	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	33,942	0.06%	+681	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	33,375	0.06%	+579	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33	Stockbridge Partners LLC 13F CIK 1505183 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	434,281	0.79%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	428,526	0.78%	-1,019	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	New Economy Fund Fund S000009598 · Registered fund · May 31, 2026 New Economy Fund, not summed	415,809	0.75%	0	May 31, 2026	New Economy Fund, not summed
36	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	410,217	0.74%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	VANGUARD PRIMECAP FUND Fund S000002568 · Registered fund · Jun 30, 2026 VANGUARD CHESTER FUNDS, not summed	241,750	0.44%	0	Jun 30, 2026	VANGUARD CHESTER FUNDS, not summed
36.2	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	74,173	0.13%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
36.3	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	36,055	0.07%	0	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
36.4	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	24,600	0.04%	0	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
36.5	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	18,080	0.03%	0	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
37	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	392,447	0.71%	+202,300	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Fundamental Large Cap Core Fund Fund S000000630 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	119,902	0.22%	+66,484	Jul 31, 2026	John Hancock Investment Trust, not summed
37.2	Balanced Fund Fund S000000629 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	32,362	0.06%	—	Jul 31, 2026	John Hancock Investment Trust, not summed
37.3	Blue Chip Growth Fund Fund S000003311 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	10,789	0.02%	0	May 31, 2026	John Hancock Funds II, not summed
37.4	Fundamental All Cap Core Fund Fund S000032685 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	6,846	0.01%	—	May 31, 2026	John Hancock Funds II, not summed
37.5	U.S. Sector Rotation Fund Fund S000055171 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	4,532	0.01%	-164	May 31, 2026	John Hancock Funds II, not summed
38	Capital Group Growth ETF Fund S000074246 · Registered fund · May 31, 2026 Capital Group Growth ETF, not summed	391,432	0.71%	+46,514	May 31, 2026	Capital Group Growth ETF, not summed
39	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	354,105	0.64%	-5,536	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	UBS US Quality Growth At Reasonable Price Fund Fund S000068970 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	5,010	0.01%	+2,379	Jun 30, 2026	UBS FUNDS, not summed
39.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	34	0.00%	-9	May 31, 2026	UBS INVESTMENT TRUST, not summed
39.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	13	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
40	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	353,230	0.64%	+305,287	Jun 30, 2026	carried, not yet filed for the newest quarter
41	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	349,906	0.63%	+67,789	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	27,490	0.05%	+3,085	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
41.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	5,902	0.01%	+2,615	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
41.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	2,816	0.01%	+309	May 31, 2026	Goldman Sachs ETF Trust, not summed
41.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	2,747	0.01%	-95	May 31, 2026	Goldman Sachs ETF Trust, not summed
41.5	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	2,564	0.00%	-3,233	May 31, 2026	Goldman Sachs ETF Trust, not summed
42	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	329,817	0.60%	0	Jun 30, 2026	Investment Co of America, not summed
43	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	318,749	0.58%	-1,958	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,657	0.01%	+4	Jul 31, 2026	BNY Mellon ETF Trust, not summed
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	317,808	0.57%	-1,212	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	303,656	0.55%	-14,769	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
46	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	286,324	0.52%	-9,707	Jun 30, 2026	carried, not yet filed for the newest quarter
47	EDGEWOOD MANAGEMENT LLC 13F CIK 860561 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	278,240	0.50%	-339,261	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	267,276	0.48%	-15,317	Jun 30, 2026	carried, not yet filed for the newest quarter
49	CIBC Bancorp USA Inc. 13F CIK 1711924 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	233,167	0.42%	+31,690	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Temasek Holdings (Private) Ltd 13F CIK 1021944 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	203,419	0.37%	-15,466	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1260221 CUSIP 893641100 13F (30d) 164 filings 159 filers Visit website Investor relations