TMHC · Taylor Morrison Home Corp

$72.45 -0.02 (-0.03%) At close · Jul 23

Market Cap

$6.77B

93.43M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 438

Total Value: $107,104,754

Total Shares: 88,956,068

Institutional Ownership Trend

26 quarters

Superinvestors Holding TMHC

All superinvestors →

Mario Gabelli $0 George Soros $0

Holder Concentration

Across 438 13F filers · Δ vs Mar 31, 2026

Top Holder

11.1%

−88.7 pts

Top 5

44.0%

−56.0 pts

Top 10

64.9%

−35.1 pts

HHI

539

Broadly held−9,409

Quarterly Activity

vs Mar 31, 2026

New

Increased

110

Decreased

171

Sold Out

111

Unchanged

Holder count: -16

Institutional value: +476344.6%

Shares held: -6.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large Balyasny Asset Management L.P.	+2,022,956	2,246,104
Mega Qube Research & Technologies Ltd	+577,622	1,034,842
Mega BlackRock, Inc.	+521,240	13,987,929
Mega BANK OF AMERICA CORP /DE/	+505,174	1,148,885
Large MARSHALL WACE, LLP	+403,290	416,989

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega AQR CAPITAL MANAGEMENT LLC	−2,885,332	233,964
Mega T. Rowe Price Investment Management, Inc.	−2,641,759	73,639
Mega VICTORY CAPITAL MANAGEMENT INC	−1,130,719	37,056
Mega CITADEL ADVISORS LLC	−1,063,236	741,751
Mid DONALD SMITH & CO., INC.	−810,186	862,507

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Micro Chicago Capital Management, LLC	133,000	$9,541,420
Small CREDIT INDUSTRIEL ET COMMERCIAL	53,500	$3,838,090
Small ABC ARBITRAGE SA	20,143	$1,445,058
Small Canvas Wealth Advisors, LLC	8,016	$575,067
Small CV Advisors LLC	6,960	$499,310

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Micro SACKS & ASSOCIATES, LLC	14,009	$0
Small Parkside Financial Bank & Trust	1,618	$0
Mid Hodges Capital Management Inc.	212,208	$0
Mid Merit Financial Group, LLC	6,102	$0
Large Holocene Advisors, LP	87,942	$0

Filter: New 95 Increased 110 Reduced 171 Sold out 111 Unchanged 62

Showing 100 of 448

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ASSETMARK, INC

$11,855,321

11.07%

165,254

Retirement Systems of Alabama

$11,274,227

10.53%

157,154

Chicago Capital Management, LLC

$9,541,420

8.91%

133,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PRELUDE CAPITAL MANAGEMENT, LLC	133,000	$9,541,420	100.0%	Other

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

$8,778,608

8.20%

122,367

NEW YORK STATE COMMON RETIREMENT FUND

$5,712,154

5.33%

79,623

IFP Advisors, Inc

$5,458,911

5.10%

76,093

BURNEY CO/

$5,255,097

4.91%

73,252

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CERTUITY, LLC	2,878	$206,467	3.9%	Defined
Held directly	70,374	$5,048,630	96.1%	Sole

NEW YORK STATE TEACHERS RETIREMENT SYSTEM

$4,940,231

4.61%

68,863

CREDIT INDUSTRIEL ET COMMERCIAL

$3,838,090

3.58%

53,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Caisse Federale de Credit Mutuel	53,500	$3,838,090	100.0%	Defined

AMALGAMATED BANK

$2,849,225

2.66%

39,716

Handelsbanken Fonder AB

$2,450,638

2.29%

34,160

Police & Firemen's Retirement System of New Jersey

$2,016,826

1.88%

28,113

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	28,113	$2,016,826	100.0%	Defined

YOUSIF CAPITAL MANAGEMENT, LLC

$2,009,437

1.88%

28,010

Louisiana State Employees Retirement System

$1,958,502

1.83%

27,300

NEW MEXICO EDUCATIONAL RETIREMENT BOARD

$1,585,454

1.48%

22,100

STATE OF MICHIGAN RETIREMENT SYSTEM

$1,570,747

1.47%

21,895

ABC ARBITRAGE SA

$1,445,058

1.35%

20,143

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ABC ARBITRAGE ASSET MANAGEMENT	20,143	$1,445,058	100.0%	Other

OREGON PUBLIC EMPLOYEES RETIREMENT FUND

$1,382,931

1.29%

19,277

Atria Investments, Inc

$1,377,479

1.29%

19,201

Sequoia Financial Advisors, LLC

$1,331,422

1.24%

18,559

Ethic Inc.

$1,290,315

1.20%

17,986

Abacus Wealth Partners, LLC

$1,273,887

1.19%

17,757

Pictet Asset Management Holding SA

$1,090,017

1.02%

15,194

OP Asset Management Ltd

$1,028,249

0.96%

14,333

Versant Capital Management, Inc

$950,124

0.89%

13,244

BAILARD, INC.

$946,968

0.88%

13,200

Cambridge Investment Research Advisors, Inc.

$918,630

0.86%

12,805

EVERGREEN CAPITAL MANAGEMENT LLC

$808,438

0.75%

11,269

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	11,269	$808,438	100.0%	Other

SummerHaven Investment Management, LLC

$797,461

0.74%

11,116

Unison Advisors LLC

$794,807

0.74%

11,079

STRS OHIO

$724,574

0.68%

10,100

Resonant Capital Advisors, LLC

$682,964

0.64%

9,520

State of Alaska, Department of Revenue

$656,779

0.61%

9,155

SIGNATUREFD, LLC

$635,975

0.59%

8,865

Canvas Wealth Advisors, LLC

$575,067

0.54%

8,016

MARATHON CAPITAL MANAGEMENT

$502,180

0.47%

7,000

CV Advisors LLC

$499,310

0.47%

6,960

SECURIAN ASSET MANAGEMENT, INC

$494,288

0.46%

6,890

GREENLEAF TRUST

$471,044

0.44%

6,566

Swiss Life Asset Management Ltd

$454,616

0.42%

6,337

Crossmark Global Holdings, Inc.

$450,455

0.42%

6,279

Corus Family Wealth Advisors

$407,554

0.38%

5,681

BTC Capital Management, Inc.

$403,895

0.38%

5,630

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANKERS TRUST CO	1,555	$111,555	27.6%	Defined
Held directly	4,075	$292,340	72.4%	Sole

QRG CAPITAL MANAGEMENT, INC.

$388,256

0.36%

5,412

Y-Intercept (Hong Kong) Ltd

$370,106

0.35%

5,159

Abel Hall, LLC

$345,643

0.32%

4,818

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$285,740

0.27%

3,983

HIGHLAND CAPITAL MANAGEMENT, LLC

$284,879

0.27%

3,971

Blue Trust, Inc.

$274,477

0.26%

3,826

Fifth Third Wealth Advisors LLC

$272,181

0.25%

3,794

Ballentine Partners, LLC

$226,697

0.21%

3,160

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	3,019	$216,583	95.5%	Other
BANK OF AMERICA CORP /DE/	90	$6,456	2.8%	Other
Held directly	51	$3,658	1.6%	Sole

Columbus Macro, LLC

$215,220

0.20%

3,000

Sterling Capital Management LLC

$137,812

0.13%

1,921

Eurizon Capital SGR S.p.A.

$128,988

0.12%

1,798

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Intesa Sanpaolo S.p.A.	1,798	$128,988	100.0%	Other

GAMMA Investing LLC

$119,088

0.11%

1,660

CERTUITY, LLC

$106,175

0.10%

1,480

FIRST HORIZON CORP

$56,602

0.05%

789

V-Square Quantitative Management LLC

$53,518

0.05%

746

Farther Finance Advisors, LLC

$46,917

0.04%

654

WHITTIER TRUST CO OF NEVADA INC

$39,313

0.04%

548

WHITTIER TRUST CO

$36,587

0.03%

510

Private Wealth Management Group, LLC

$27,978

0.03%

390

MassMutual Private Wealth & Trust, FSB

$22,813

0.02%

318

LRI Investments, LLC

$21,019

0.02%

293

PRIVATE TRUST CO NA

$17,002

0.02%

237

EverSource Wealth Advisors, LLC

$16,712

0.02%

233

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	106	$7,603	45.5%	Sole
Held directly	127	$9,109	54.5%	Sole

Quest 10 Wealth Builders, Inc.

$13,630

0.01%

190

JFS WEALTH ADVISORS, LLC

$13,056

0.01%

182

Fortitude Family Office, LLC

$9,756

0.01%

136

SBI Securities Co., Ltd.

$9,684

0.01%

135

EASTERN BANK

$8,613

0.01%

120

Key Financial Inc

$8,608

0.01%

120

Sachetta, LLC

$7,389

0.01%

103

FARMERS & MERCHANTS INVESTMENTS INC

$6,384

0.01%

Torren Management, LLC

$6,026

0.01%

Avion Wealth

$4,878

0.00%

Valued Wealth Advisors LLC

$4,304

0.00%

Physician Wealth Advisors, Inc.

$2,941

0.00%

Bare Financial Services, Inc

$2,366

0.00%

DiNuzzo Private Wealth, Inc.

$2,295

0.00%

SJS Investment Consulting Inc.

$2,295

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

$2,152

0.00%

Bay Harbor Wealth Management, LLC

$1,936

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DIMENSIONAL FUND ADVISORS LP	27	$1,936	100.0%	Other

Ares Financial Consulting, LLC

$1,650

0.00%

VALLEY NATIONAL ADVISERS INC

$1,650

0.00%

FNY Investment Advisers, LLC

$1,650

0.00%

Marquette Asset Management, LLC

$1,578

0.00%

CoreCap Advisors, LLC

$1,506

0.00%

Bruce G. Allen Investments, LLC

$1,004

0.00%

Bogart Wealth, LLC

$1,004

0.00%

Quaker Wealth Management, LLC

$860

0.00%

Cornerstone Planning Group LLC

$717

0.00%

Signature Equity Partners, LLC

$645

0.00%

Planning Strategies Inc.

$573

0.00%

Trust Co

$430

0.00%

WEBSTER BANK, N. A.

$430

0.00%

Navigoe, LLC

$430

0.00%

American Capital Advisory, LLC

$358

0.00%

RAFFA WEALTH MANAGEMENT, LLC

$215

0.00%

GHP Investment Advisors, Inc.

$143

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Rakuten Group, Inc. joint	1	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	118,880	$0	—	Other
G1 EXECUTION SERVICES, LLC	3,252	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
United Capital Financial Partners, LLC	5,097	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	1,903	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	193,304	$0	—	Defined
D. E. Shaw Investment Management, L.L.C. joint	3,900	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	5,491	$0	—	Sole
SEI TRUST CO	23,113	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	108,761	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Investments Canada ULC	1,400,000	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GLG LLC	42,686	$0	—	Defined
GLG Partners LP	22,314	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
First Sentier Investors RQI Pty Ltd	3,235	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CIBC Private Wealth Advisors, Inc.	910	$0	—	Defined
CIBC National Trust Co	1,084	$0	—	Defined
CIBC WORLD MARKETS CORP	5,262	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AQR Flex	13,714	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS SINGAPORE LIMITED joint	4,439,153	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
INTERNAL MGMT S&P400 INDEX	27,929	$0	—	Sole
MED S&P 400 STOCK INDEX	2,834	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	90,273	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	4,900	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	55,749	$0	—	Defined
Held directly	4,766	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Voya Investment Management Co. LLC joint	17,736	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Advantage Wealth Partners	29	$0	—	Other
Alpha Planning & Financial Services	20	$0	—	Other
Authentikos Wealth Advisory, LLC	5	$0	—	Other
B.O.S.S. Retirement Advisors, LLC	31	$0	—	Other
Beacon Capital Management, LLC	16	$0	—	Other
Blackston Financial Advisory Group, LLC	15	$0	—	Other
Capital A Wealth Management, LLC	40	$0	—	Other
Decker Retirement Planning Inc.	7	$0	—	Other
Elite Retirement Planning LLC	17	$0	—	Other
Family Legacy Planning	843	$0	—	Other
FSA Advisors, Inc.	92	$0	—	Other
Global Wealth Management, Inc	59	$0	—	Other
Harlow Wealth Managment, Inc.	71	$0	—	Other
Hobart Private Capital, LLC	17	$0	—	Other
Integrated Wealth Management Inc	4	$0	—	Other
Kingdom Financial Group LLC.	15	$0	—	Other
Mach-1 Financial Group, LLC	7	$0	—	Other
MADISON AVENUE SECURITIES, LLC	6	$0	—	Other
Martinsen Wealth Management	4	$0	—	Other
Mercurio Weath Advisors	24	$0	—	Other
Montgomery Financial Services	66	$0	—	Other
Nicholas Wealth, LLC.	25	$0	—	Other
Price Financial	2	$0	—	Other
Raleigh Capital Management Inc.	35	$0	—	Other
SMART Wealth LLC	3	$0	—	Other
Ross Wealth Management	5	$0	—	Other
RSG Investments LLC	41	$0	—	Other
Slagle Financial, LLC	9	$0	—	Other
Stephen Smith Financial	51	$0	—	Other
Strategy Financial Group	2	$0	—	Other
The Holland Group	160	$0	—	Other
Lloyd Advisory Services, LLC.	49	$0	—	Other
Wellment Financial	4	$0	—	Other
Held directly	1,367	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manufacturers & Traders Trust Company joint	455	$0	—	Defined
Wilmington Trust Investment Advisors, Inc. joint	30	$0	—	Defined
Wilmington Trust National Association joint	3,612	$0	—	Defined
Wilmington Trust Company	270	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	47,123	$0	—	Defined
Raymond James Financial Services Advisors, Inc.	1,025	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jump Trading Holdings, LLC joint	5,282	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC	9	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Perpetual Ltd	96	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	96,376	$0	—	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	7,219	$0	—	Defined
WELLS FARGO CLEARING SERVICES, LLC	2,789	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	93	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Global Trading, LLC	2,979	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Horizon Investments, LLC	4,397	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers SA	31,800	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	87,516	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BESSEMER TRUST Co NATIONAL ASSOCIATION	791	$0	—	Defined
Bessemer Trust CO of Delaware, N.A.	53	$0	—	Other
BESSEMER TRUST Co OF FLORIDA	56	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MITSUBISHI UFJ FINANCIAL GROUP INC	72	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	416,989	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC Global Asset Management (UK) Ltd	4,332	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Maven Investment Partners US Ltd	44,000	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	162,751	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	33,198	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BOHRER NATHANIEL joint	252,500	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	46	$0	—	Defined
Rockefeller Trust Co (Delaware)	639	$0	—	Defined
ROCKEFELLER FINANCIAL LLC	1,988	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	16,507	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	467,065	$0	—	Defined
Held directly	2,694,866	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	158,034	$0	—	Sole
BlackRock Investment Management (Australia) Ltd	114	$0	—	Sole
BlackRock Asset Management Canada Ltd	15,984	$0	—	Sole
BlackRock Investment Management, LLC	430,745	$0	—	Sole
BLACKROCK ADVISORS LLC	812,395	$0	—	Sole
BlackRock Fund Advisors	8,371,411	$0	—	Sole
BlackRock Institutional Trust Company, N.A.	3,124,759	$0	—	Sole
BlackRock Fund Managers Ltd.	18,185	$0	—	Sole
BlackRock Investment Management (UK) Ltd.	39,933	$0	—	Sole
BlackRock (Netherlands) B.V.	289	$0	—	Sole
BlackRock Asset Management Ireland Ltd	117,623	$0	—	Sole
BlackRock (Luxembourg) S.A.	174,029	$0	—	Sole
BlackRock Life Ltd	4,156	$0	—	Sole
BlackRock Asset Management Schweiz AG	15,612	$0	—	Sole
Aperio Group, LLC	704,651	$0	—	Sole
SpiderRock Advisors, LLC	9	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	51,131	$0	—	Defined
Invesco Trust Co joint	38,052	$0	—	Defined
Invesco Capital Management LLC	462,614	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Capula Investment US LP	21,000	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	127,081	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	182,593	$0	—	Defined
STRATEGIC ADVISERS LLC	159,105	$0	—	Defined
FIAM LLC	22,137	$0	—	Defined
Fidelity Diversifying Solutions LLC	807,621	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	5,816	$0	—	Defined
Citigroup Financial Products Inc. joint	217,916	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	1,244,922	$0	—	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	73,990	$0	—	Defined
MASON STREET ADVISORS, LLC joint	43,315	$0	—	Other
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	14,792	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Pacific Investment Management Company LLC	85,622	$0	—	Defined
Allianz Global Investors GmbH	203,018	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	53,145	$0	—	Defined
Held directly	5,473	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	98,297	$0	—	Defined
DBX Advisors LLC	131	$0	—	Defined
DWS International GmbH	1,990	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANCO BILBAO VIZCAYA ARGENTARIA SA	3,569	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Trust of Delaware joint	1,964	$0	—	Defined
Mellon Investments Corporation joint	298,371	$0	—	Defined
BNY Mellon Investment Adviser, Inc.	34,322	$0	—	Defined
The Bank of New York Mellon	280,674	$0	—	Defined
BNY Mellon, NA joint	56,936	$0	—	Defined
Held directly	2	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Euclidean Technologies Management, LLC	24,468	$0	—	Other
Strive Asset Management, LLC	3,357	$0	—	Other
Sequoia Financial Group, LLC	10,394	$0	—	Other
Cambria Investment Management, L.P.	4,104	$0	—	Other
Research Affiliates, LLC	68	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Distillate Capital Partners LLC	16,855	$0	—	Defined
Blue Trust, Inc.	3,737	$0	—	Defined
Held directly	756	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	13,480	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Sagefield Investment Group, LP	167,729	$0	—	Other
Held directly	21,909	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	3,056	$0	—	Defined
Held directly	171,075	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	98,898	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	550,853	$0	—	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	457,871	$0	—	Defined
GOLDMAN SACHS INTERNATIONAL	4,302	$0	—	Defined
Goldman Sachs Trust Company, N.A.	5,145	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	614	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	4,474	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	168	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NexPoint Advisors, L.P.	22,910	$0	—	Other
Held directly	1,027,020	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	400	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	237,114	$0	—	Defined
BARCLAYS CAPITAL INC.	4,185	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Regime de rentes du Mouvement Desjardins	8,814	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FIDUCIARY TRUST CO INTERNATIONAL	54	$0	—	Defined
Fiduciary Trust International of California	14	$0	—	Defined
FIDUCIARY TRUST INTERNATIONAL LLC	6,177	$0	—	Defined
FRANKLIN ADVISERS INC	62,188	$0	—	Defined
PUTNAM ADVISORY CO LLC	2,149	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 2	862,507	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	20,322	$0	—	Defined
TIAA CREF INVESTMENT MANAGEMENT LLC joint	6,426	$0	—	Defined
TEACHERS ADVISORS, LLC joint	209,627	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DRW Investments	6,117	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Boston Partners Trust Co	65,118	$0	—	Defined
Held directly	470,683	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	5,652	$0	—	Defined
PNC Delaware Trust Company	210	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nykredit Bank A/S	3,357	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amundi Asset Management	11,668	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	103,448	$0	—	Defined
Russell Investments Canada Limited	180	$0	—	Defined
Russell Investments Capital, LLC	16,854	$0	—	Defined
Russell Investments Limited joint	3,984	$0	—	Other
Russell Investments Trust Company	2,947	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED EQUITY MANAGEMENT CO OF PENNSYLVANIA	7,218	$0	—	Defined
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP	1,949	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	68,117	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	273,461	$0	—	Defined
BOFA SECURITIES, INC.	734,326	$0	—	Defined
MANAGED ACCOUNT ADVISORS LLC joint	141,098	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Funds Management, LLC reporting on behalf of Morgan Stanley Smith Barney, LLC	294	$0	—	Defined
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	96,540	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Universal-Investment-Gesellschaft mbH	44,070	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TD SECURITIES INC	1	$0	—	Defined
Held directly	627,600	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
KBC Bank NV joint	3,023	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	2,784	$0	—	Defined
OSAIC INSTITUTIONS, INC.	145	$0	—	Defined
Osaic Advisory Services, LLC	127	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNP PARIBAS ASSET MANAGEMENT Europe	1,712	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Inspire Investing, LLC	4,005	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	3,692	$0	—	Defined
RBC Capital Markets, LLC	8,387	$0	—	Defined
RBC Dominion Securities Inc.	1,216	$0	—	Defined
RBC Trust Co (Delaware) Ltd	50	$0	—	Defined
RBC Rochdale, LLC	586	$0	—	Defined
Held directly	1	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AVIVA INVESTORS GLOBAL SERVICES LTD	7,035	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	20,297	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	1,308,987	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tidal Investments LLC	129,286	$0	—	Other
Empowered Funds, LLC	4,104	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	17	$0	—	Other
KEB ASSET MANAGEMENT, LLC	4	$0	—	Other
RF&L WEALTH MANAGEMENT, LLC	2	$0	—	Other
Compound Planning, Inc.	3	$0	—	Other
Arax Advisory Partners	747	$0	—	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1,759	$0	—	Other
Stokes Family Office, LLC	69	$0	—	Other
Held directly	231,363	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	7,241	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	25,844	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Deka Investment GmbH	5,876	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	15,308	$0	—	Defined
UBS AG	379,861	$0	—	Defined
UBS Switzerland AG	8,492	$0	—	Defined
UBS Securities LLC	50,000	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	2,409,449	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	609	$0	—	Defined
MORGAN STANLEY & CO. LLC	67,176	$0	—	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	357,569	$0	—	Defined
MORGAN STANLEY AIP GP LP	843	$0	—	Defined
MORGAN STANLEY INVESTMENT MANAGEMENT INC	910	$0	—	Defined
Morgan Stanley Investment Management LTD	11,273	$0	—	Defined
MORGAN STANLEY SMITH BARNEY LLC	21,587	$0	—	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	509,696	$0	—	Defined
EATON VANCE MANAGEMENT	19,481	$0	—	Defined
Calvert Research & Management	67	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHWESTERN MUTUAL LIFE INSURANCE CO	21,016	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	58,894	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	123,892	$0	—	Defined
Ameriprise Financial Services, LLC	444	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	4,033	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	138,200	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard US Investment Management, LP	17,057	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	33,778	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	120,469	$0	—	Defined
J.P. Morgan Investment Management Inc.	148,764	$0	—	Defined
J.P. Morgan Securities LLC	255,803	$0	—	Defined
55I, LLC	0	$0	—	Other
J.P. Morgan Markets Ltd	275	$0	—	Defined
J.P. MORGAN MANSART MANAGEMENT Ltd	14,318	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	30,000	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	54,729	$0	—	Defined
Legal & General Investment Management Ltd joint	86,906	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jefferies Financial Services, Inc.	17,600	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	18,000	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Schroder Investment Management Limited	23,980	$0	—	Sole
Schroder Investment Management North America Inc.	918	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	5,693	$0	—	Defined
UBS Asset Management Switzerland AG	151,264	$0	—	Sole
UBS Asset Management (UK) Ltd.	32,631	$0	—	Sole
UBS Asset Management Life Ltd.	9,184	$0	—	Defined
Held directly	22,814	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Asset Management Inc.	6,814	$0	—	Defined
BMO Bank N.A.	1,586	$0	—	Defined
BMO CAPITAL MARKETS CORP.	155,000	$0	—	Defined
BMO Delaware Trust Co	27	$0	—	Defined
BMO Family Office, LLC	8,381	$0	—	Defined
BMO NESBITT BURNS INC.	149	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	12,198	$0	—	Defined
DFA Australia Ltd.	51,341	$0	—	Defined
Dimensional Fund Advisors Pte. Ltd.	758	$0	—	Defined
Dimensional Ireland Ltd	224,526	$0	—	Defined
Held directly	6,220,139	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SECURITY INVESTORS LLC	5,438	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	244,975	$0	—	Defined
Held directly	358,576	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	44,000	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DNB FUND	6,006	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Hodges Capital Management Inc.	1,013	$0	—	Sole
Held directly	91	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	1	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, LLC (also a manager on 2 through 13)	303,000	$0	—	Defined
Natixis Advisors, LLC	240,575	$0	—	Defined
Principal Management Corporation	105,530	$0	—	Defined
Mason Street Advisors, LLC	67,820	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARON CAPITAL MANAGEMENT INC /NY/ joint	554,505	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	58,894	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	24,336	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK VONTOBEL AG	5,641	$0	—	Defined
Vontobel Asset Management Ltd	14,067	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Credit Agricole Corporate & Investment Bank joint	17,600	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nordea Investment Funds S.A.	152,698	$0	—	Defined
Held directly	1,490	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Atlantic Union Bank	464	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Clarfeld Financial Advisors, LLC	3,605	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HANTZ FINANCIAL SERVICES, INC. joint	3,469	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAIN, WATTERS & ASSOCIATES, LLC	25,445	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Magnetar Asset Management LLC	34,662	$0	—	Sole
Held directly	23,003	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ALLSTATE INVESTMENTS LLC	20,394	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Parkside Financial Bank & Trust	850	$0	—	Defined
Held directly	768	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Vanguard Personalized Indexing Management, LLC	22	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Orion Custom Indexing	46	$0	—	Other
AQR Capital Management	4,083	$0	—	Other
Held directly	1,973	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NOMURA HOLDINGS INC joint	1,050,960	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	70	$0	—	Defined

Key facts CIK 1562476 CUSIP 87724P106 13F (30d) 378 filings 372 filers Visit website Investor relations