TOL · Toll Brothers, Inc. · Shareholders & Ownership

$135.03 -0.47 (-0.35%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$12.53B

92.15M

Volume · Oct 21 753.71K Avg daily vol (3M) 983.33K

Every disclosed holder of TOL 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 TOL

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)	807	86,808,909	94.21%	Yes
Insiders (Forms 3, 4, 5)	18	682,615	0.74%	Yes
13D/G-only blocks	1	3,538,207	3.84%	Yes
Remaining	—	1,117,269	1.21%	Rest
Registered funds (N-PORT, not summed)	519	40,570,016	44.03%	No

Shares outstanding: 92,147,000, 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 TOL

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. 13G CIK 2012383 · Holding company · Aug 31, 2026 Rule 13d-1(b), qualified institution, not summed	9,330,227	10.13%	-197,399	Aug 31, 2026	Rule 13d-1(b), qualified institution, not summed
1.1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,776,609	10.61%	-172,479	Jun 30, 2026	carried, not yet filed for the newest quarter
1.2	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,241,139	3.52%	+104,096	Jun 30, 2026	iShares Trust, not summed
1.3	iShares U.S. Home Construction ETF Fund S000009415 · Registered fund · Jun 30, 2026 iShares Trust, not summed	793,448	0.86%	-125,599	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	475,068	0.52%	-6,809	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	387,058	0.42%	+27,548	Jun 30, 2026	iShares Trust, not summed
2	GREENHAVEN ASSOCIATES INC 13F CIK 846222 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,630,109	6.11%	-15,200	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	5,252,278	5.70%	+44,501	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	4,291,127	4.66%	+38,475	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,174,405	4.53%	+4,152	Jun 30, 2026	carried, not yet filed for the newest quarter
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,111,225	4.46%	+606,187	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	764,215	0.83%	+132,854	May 31, 2026	Fidelity Rutland Square Trust II, not summed
6.2	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	595,604	0.65%	+58,000	Jul 31, 2026	Fidelity Concord Street Trust, not summed
6.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	487,261	0.53%	-16,055	May 31, 2026	Fidelity Concord Street Trust, not summed
6.4	Fidelity Puritan Fund Fund S000007153 · Registered fund · May 31, 2026 Fidelity Puritan Trust, not summed	450,961	0.49%	+57,000	May 31, 2026	Fidelity Puritan Trust, not summed
6.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	445,725	0.48%	+184,102	May 31, 2026	Fidelity Rutland Square Trust II, not summed
7	Capital International Investors 13G CIK 1562230 · Investment adviser · Dec 29, 2023 Rule 13d-1(b), qualified institution	3,538,207	3.84%	—	Dec 29, 2023	Rule 13d-1(b), qualified institution
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,505,828	3.80%	+146,163	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	479,381	0.52%	+16,521	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S&P(R) Homebuilders ETF Fund S000010019 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	348,008	0.38%	-5,968	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	145,321	0.16%	-312	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	32,584	0.04%	-600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	17,253	0.02%	+240	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,106,991	3.37%	+116,544	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	755,109	0.82%	+7,840	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	625,654	0.68%	+10,855	Jul 31, 2026	Dimensional ETF Trust, not summed
9.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	207,662	0.23%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	196,569	0.21%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	140,319	0.15%	+1,674	Jul 31, 2026	Dimensional ETF Trust, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,006,791	3.26%	+4,879	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,490,850	2.70%	+111,211	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,170,959	2.36%	-13,975	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	1,927,000	2.09%	0	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
14	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,894,554	2.06%	+1,501,709	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	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	174,199	0.19%	—	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
14.2	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	90,616	0.10%	+59,911	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
14.3	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	75,869	0.08%	+25,491	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
14.4	T. Rowe Price U.S. Equity Research ETF Fund S000071604 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	35,261	0.04%	—	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
14.5	T. Rowe Price Hedged Equity Fund Fund S000080479 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	31,500	0.03%	—	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
15	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,617,618	1.76%	-148,869	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	30,933	0.03%	-6,251	Jun 30, 2026	AQR Funds, not summed
15.2	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	19,481	0.02%	0	Jun 30, 2026	AQR Funds, not summed
15.3	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	11,360	0.01%	-6,559	Jun 30, 2026	AQR Funds, not summed
15.4	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	5,094	0.01%	0	Jun 30, 2026	AQR Funds, not summed
15.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,599	0.00%	-121	Jun 30, 2026	AQR Funds, not summed
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,470,543	1.60%	+134,265	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	26,797	0.03%	-27,135	May 31, 2026	Goldman Sachs Trust, not summed
16.2	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	10,514	0.01%	0	May 31, 2026	Goldman Sachs Trust, not summed
16.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,828	0.00%	+2,126	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
16.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	3,213	0.00%	-48	May 31, 2026	Goldman Sachs ETF Trust II, not summed
16.5	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,199	0.00%	-72	May 31, 2026	Goldman Sachs ETF Trust, not summed
17	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,420,703	1.54%	+2,160	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	1,394,857	1.51%	0	Jul 31, 2026	Washington Mutual Investors Fund, not summed
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,375,880	1.49%	-15,339	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,331,245	1.44%	+271,660	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	1,297,026	1.41%	0	May 31, 2026	Growth Fund of America, not summed
22	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,188,342	1.29%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,156,108	1.25%	-117,640	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	US Core Portfolio Fund S000053789 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	18,688	0.02%	-532	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
23.2	Global Core Portfolio Fund S000053787 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	1,085	0.00%	+43	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
23.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	145	0.00%	+51	Jul 31, 2026	E Trade Trust, not summed
24	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,119,309	1.21%	+356,557	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	VictoryShares Free Cash Flow ETF Fund S000080688 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	741,469	0.80%	+190,271	Jun 30, 2026	Victory Portfolios II, not summed
24.2	Victory Value Fund Fund S000012920 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	60,700	0.07%	0	Jul 31, 2026	Victory Portfolios III, not summed
24.3	Victory RS Large Cap Alpha Fund Fund S000053560 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	51,610	0.06%	0	Jun 30, 2026	Victory Portfolios, not summed
24.4	Victory RS Value Fund Fund S000053562 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	22,100	0.02%	0	Jun 30, 2026	Victory Portfolios, not summed
24.5	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	17,620	0.02%	—	Jun 30, 2026	Victory Portfolios, not summed
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,085,353	1.18%	+28,177	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,080,884	1.17%	+545,168	Jun 30, 2026	carried, not yet filed for the newest quarter
27	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,009,102	1.10%	+77,071	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Baron Real Estate Fund Fund S000027257 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	711,600	0.77%	+75,000	Jun 30, 2026	BARON SELECT FUNDS, not summed
27.2	Baron Focused Growth Fund Fund S000022521 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	285,000	0.31%	0	Jun 30, 2026	BARON SELECT FUNDS, not summed
28	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,000,326	1.09%	-32,584	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	15,463	0.02%	-344	Jul 31, 2026	BNY Mellon ETF Trust, not summed
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	863,447	0.94%	+7,864	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	61,680	0.07%	+1,903	Jun 30, 2026	Northern Funds, not summed
29.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	18,802	0.02%	+476	Jul 31, 2026	FlexShares Trust, not summed
30	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	823,259	0.89%	+3,900	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	17,100	0.02%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
30.2	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	3,200	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
31	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	820,066	0.89%	+221,938	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	50,859	0.06%	+15,506	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
31.2	First Trust Long/Short Equity ETF Fund S000045700 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund III, not summed	31,709	0.03%	+16,521	Jul 31, 2026	First Trust Exchange-Traded Fund III, not summed
31.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	25,009	0.03%	-8,325	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
31.4	First Trust Consumer Discretionary AlphaDEX Fund Fund S000017696 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	24,424	0.03%	-2,259	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
31.5	First Trust BuyWrite Income ETF Fund S000040302 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	18,155	0.02%	-4,439	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	764,261	0.83%	+12,857	Jun 30, 2026	carried, not yet filed for the newest quarter
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	736,546	0.80%	+8,442	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	256,423	0.28%	-4,238	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	100,561	0.11%	+572	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	83,136	0.09%	-1,239	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	57,699	0.06%	+1,584	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	56,226	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	720,696	0.78%	-411,940	Jun 30, 2026	carried, not yet filed for the newest quarter
35	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	698,364	0.76%	+251,724	Jun 30, 2026	carried, not yet filed for the newest quarter
36	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	667,501	0.72%	-146,816	Jun 30, 2026	carried, not yet filed for the newest quarter
37	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	645,206	0.70%	+185,623	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	599,434	0.65%	+12,057	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	537,935	0.58%	+9,032	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Janus Henderson Mid Cap Value Fund Fund S000010471 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	168,885	0.18%	0	Jun 30, 2026	Janus Investment Fund, not summed
39.2	Janus Henderson VIT Mid Cap Value Portfolio Fund S000010397 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	9,979	0.01%	+178	Jun 30, 2026	Janus Aspen Series, not summed
39.3	Janus Henderson Small-Mid Cap Value Fund Fund S000035097 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	8,687	0.01%	-496	Jun 30, 2026	Janus Investment Fund, not summed
40	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	514,471	0.56%	-3,664	Jun 30, 2026	carried, not yet filed for the newest quarter
41	PSF PGIM Jennison Blend Portfolio Fund S000002217 · Registered fund · Jun 30, 2026 Prudential Series Fund, not summed	505,665	0.55%	-3,491	Jun 30, 2026	Prudential Series Fund, not summed
42	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	486,199	0.53%	+35,973	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Zurich Insurance Group Ltd/FI 13F CIK 1127799 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	460,235	0.50%	+460,235	Jun 30, 2026	carried, not yet filed for the newest quarter
44	JPMorgan Mid Cap Value Fund Fund S000004475 · Registered fund · Jun 30, 2026 J.P. Morgan Fleming Mutual Fund Group, Inc., not summed	442,214	0.48%	—	Jun 30, 2026	J.P. Morgan Fleming Mutual Fund Group, Inc., not summed
45	Yearley Douglas C. Jr. Insider CIK 1476755 · Jun 18, 2026 Director, Chief Executive Officer, issuer-wide	403,803	0.44%	0	Jun 18, 2026	Director, Chief Executive Officer, issuer-wide
46	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	401,260	0.44%	-5,609	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	90,173	0.10%	+21,105	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
46.2	Invesco Building & Construction ETF Fund S000003040 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	89,511	0.10%	+10,295	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
46.3	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	46,008	0.05%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
46.4	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	37,058	0.04%	+961	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
46.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	28,285	0.03%	+959	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
47	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	390,000	0.42%	+60,000	Jun 30, 2026	carried, not yet filed for the newest quarter
48	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	370,653	0.40%	+31,847	Jun 30, 2026	carried, not yet filed for the newest quarter
49	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	353,898	0.38%	+132,667	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	339,368	0.37%	-158,383	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 794170 CUSIP 889478103 13F (30d) 113 filings 110 filers Visit website Investor relations