TRU · TransUnion · Shareholders & Ownership

$78.23 +5.11 (+6.99%) At close · Oct 20

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$14.69B

192.80M

Volume · Oct 20 4.31M Avg daily vol (3M) 2.52M

Every disclosed holder of TRU 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 TRU

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

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

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	528	214,551,507	111.28%	Yes
Insiders (Forms 3, 4, 5)	25	1,623,491	0.84%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	23,374,998	-12.12%	Negative
Registered funds (N-PORT, not summed)	470	104,360,840	54.13%	No

Shares outstanding: 192,800,000, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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

Holders of TRU

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	Dodge & Cox 13F CIK 200217 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	24,196,211	12.55%	+8,006,700	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Dodge & Cox Stock Fund Fund S000011202 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	14,871,300	7.71%	+4,808,100	Jun 30, 2026	Dodge & Cox Funds, not summed
1.2	Dodge & Cox Global Stock Fund Fund S000022057 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	1,745,300	0.91%	+548,100	Jun 30, 2026	Dodge & Cox Funds, not summed
1.3	Dodge & Cox Balanced Fund Fund S000011204 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	1,222,300	0.63%	+427,900	Jun 30, 2026	Dodge & Cox Funds, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	18,957,034	9.83%	+140,251	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,598,076	3.42%	+227,946	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	790,553	0.41%	+44,118	Jun 30, 2026	iShares Trust, not summed
2.3	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	600,372	0.31%	-8,654	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	463,657	0.24%	-5,489	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	430,838	0.22%	-16,490	Jun 30, 2026	iShares Trust, not summed
3	Independent Franchise Partners LLP 13F CIK 1483866 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,976,652	7.25%	+1,844,708	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Independent Franchise Partners US Equity Fund Fund S000032964 · Registered fund · Jun 30, 2026 Advisers Investment Trust, not summed	731,252	0.38%	-107,017	Jun 30, 2026	Advisers Investment Trust, not summed
4	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,715,822	6.08%	+2,116,713	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	11,634,421	6.03%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	2,740,768	1.42%	+246,530	May 31, 2026	Fidelity Rutland Square Trust II, not summed
4.3	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	1,031,100	0.53%	0	Jun 30, 2026	Variable Insurance Products Fund III, not summed
4.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	994,130	0.52%	-23,589	May 31, 2026	Fidelity Concord Street Trust, not summed
4.5	Fidelity Balanced Fund Fund S000007151 · Registered fund · May 31, 2026 Fidelity Puritan Trust, not summed	791,500	0.41%	+74,200	May 31, 2026	Fidelity Puritan Trust, not summed
5	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13G CIK 912938 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	10,667,983	5.53%	-2,478,942	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.1	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,667,983	5.53%	-2,478,942	Jun 30, 2026	carried, not yet filed for the newest quarter
5.2	MFS Massachusetts Investors Growth Stock Fund Fund S000000695 · Registered fund · May 31, 2026 MFS Massachusetts Investors Growth Stock Fund, not summed	2,799,022	1.45%	-279,160	May 31, 2026	MFS Massachusetts Investors Growth Stock Fund, not summed
5.3	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	1,577,763	0.82%	-18,896	Jun 30, 2026	MFS SERIES TRUST XI, not summed
5.4	MFS Research Fund Fund S000002438 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	721,013	0.37%	+89,817	Jun 30, 2026	MFS Series Trust V, not summed
5.5	MFS Global Equity Fund Fund S000002468 · Registered fund · Jul 31, 2026 MFS Series Trust VI, not summed	267,648	0.14%	-28,186	Jul 31, 2026	MFS Series Trust VI, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,717,448	4.52%	+81,898	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,208,801	4.26%	-69,427	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	7,117,054	3.69%	+176,625	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	975,895	0.51%	+35,972	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	155,088	0.08%	+2,774	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	142,123	0.07%	+201	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	67,067	0.03%	-1,500	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	38,393	0.02%	+520	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,836,382	3.55%	-466,946	Jun 30, 2026	carried, not yet filed for the newest quarter
10	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,603,407	3.43%	-4,349,555	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,603,464	3.43%	-4,274,628	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
10.2	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	205,438	0.11%	0	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
10.3	VANGUARD GLOBAL WELLESLEY INCOME FUND Fund S000059218 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	72,883	0.04%	+36	May 31, 2026	VANGUARD WORLD FUND, not summed
11	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,352,440	3.29%	-577,413	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	630	0.00%	+4	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
11.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	253	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
11.3	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	84	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,122,827	3.18%	+13,886	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,418,584	2.29%	-17,792	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,364,921	2.26%	+1,221,612	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,255,783	2.21%	+144,245	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Invesco Comstock Fund Fund S000027834 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	2,522,635	1.31%	+161,827	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
15.2	Invesco Comstock Select Fund Fund S000064612 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	386,697	0.20%	+12,811	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
15.3	Invesco V.I. Comstock Fund Fund S000027872 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	265,211	0.14%	+32,131	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
15.4	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	33,675	0.02%	+538	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.5	Invesco Comstock Contrarian Equity ETF Fund S000091769 · Registered fund · Jul 31, 2026 Invesco Actively Managed Exchange-Traded Fund Trust, not summed	31,303	0.02%	+7,436	Jul 31, 2026	Invesco Actively Managed Exchange-Traded Fund Trust, not summed
16	Ninety One UK Ltd 13F CIK 1418329 · Registered investment adviser · Sep 30, 2026	4,044,338	2.10%	+689,649	Sep 30, 2026
17	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,885,385	2.02%	+145,059	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Janus Henderson Mid Cap Value Fund Fund S000010471 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	271,709	0.14%	-41,871	Jun 30, 2026	Janus Investment Fund, not summed
17.2	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	172,527	0.09%	+4,377	Jun 30, 2026	Janus Aspen Series, not summed
17.3	Janus Henderson VIT Mid Cap Value Portfolio Fund S000010397 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	16,667	0.01%	-2,302	Jun 30, 2026	Janus Aspen Series, not summed
17.4	Janus Henderson Small-Mid Cap Value Fund Fund S000035097 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	10,122	0.01%	-245	Jun 30, 2026	Janus Investment Fund, not summed
18	Meritage Group LP 13F CIK 1427119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,656,097	1.90%	+23,227	Jun 30, 2026	carried, not yet filed for the newest quarter
19	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,621,733	1.88%	+9,329	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Eaton Vance Atlanta Capital SMID-Cap Fund Fund S000005198 · Registered fund · Jun 30, 2026 Eaton Vance Growth Trust, not summed	3,302,979	1.71%	-366,617	Jun 30, 2026	Eaton Vance Growth Trust, not summed
21	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,280,251	1.70%	+781,678	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	624,687	0.32%	+317,346	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	584,929	0.30%	+200,431	Jul 31, 2026	Dimensional ETF Trust, not summed
21.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	278,677	0.14%	+20,815	Jul 31, 2026	Dimensional ETF Trust, not summed
21.4	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	163,077	0.08%	+471	Jul 31, 2026	Dimensional ETF Trust, not summed
21.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	153,392	0.08%	-1,456	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
22	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,800,949	1.45%	-24,069	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	Vulcan Value Partners, LLC 13F CIK 1556785 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,707,249	1.40%	-500,156	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Vulcan Value Partners Fund Fund S000091565 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	130,675	0.07%	+320	Jul 31, 2026	Elevation Series Trust, not summed
23.2	Vulcan Value Partners Small Cap Fund Fund S000091566 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	55,242	0.03%	-9,647	Jul 31, 2026	Elevation Series Trust, not summed
24	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,648,744	1.37%	-242,443	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	William Blair Large Cap Growth Fund Fund S000008601 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	268,440	0.14%	-27,960	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
24.2	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	113,000	0.06%	-700	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
24.3	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	37,778	0.02%	-19	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
24.4	William Blair Growth Fund Fund S000008594 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	27,090	0.01%	-2,163	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
25	Theleme Partners LLP 13F CIK 1511881 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,369,757	1.23%	+52,875	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	2,286,725	1.19%	-27,932	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,211,162	1.15%	+63,427	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	VANGUARD U.S. GROWTH FUND Fund S000004444 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	2,119,822	1.10%	-62,135	May 31, 2026	VANGUARD WORLD FUND, not summed
29	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,106,382	1.09%	-3,132,634	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	VanEck Morningstar Wide Moat ETF Fund S000036713 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	1,870,061	0.97%	-2,106,698	Jun 30, 2026	VanEck ETF Trust, not summed
29.2	VanEck Morningstar SMID Moat ETF Fund S000077508 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	59,676	0.03%	+4,487	Jun 30, 2026	VanEck ETF Trust, not summed
29.3	VanEck Morningstar Wide Moat Fund Fund S000059554 · Registered fund · Jun 30, 2026 VanEck Funds, not summed	5,798	0.00%	-5,716	Jun 30, 2026	VanEck Funds, not summed
29.4	VanEck Digital Native Economy ETF Fund S000020425 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	1,307	0.00%	—	Jun 30, 2026	VanEck ETF Trust, not summed
30	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	2,085,935	1.08%	0	Jun 30, 2026	Janus Investment Fund, not summed
31	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,054,588	1.07%	+362,214	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Orbis Allan Gray Ltd 13F CIK 1663865 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,021,682	1.05%	+1,436,960	Jun 30, 2026	carried, not yet filed for the newest quarter
33	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,918,092	0.99%	-34,848	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Old Westbury All Cap Core Fund Fund S000001859 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	223,146	0.12%	-3,491	Jul 31, 2026	Old Westbury Funds Inc, not summed
33.2	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	22,438	0.01%	+140	Jul 31, 2026	Old Westbury Funds Inc, not summed
34	Ilex Capital Partners (UK) LLP 13F CIK 1985486 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,786,081	0.93%	+876,636	Jun 30, 2026	carried, not yet filed for the newest quarter
35	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,781,295	0.92%	+7,674	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	125,324	0.07%	+4,249	Jun 30, 2026	Northern Funds, not summed
35.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	9,480	0.00%	+6,092	Jul 31, 2026	FlexShares Trust, not summed
35.3	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,187	0.00%	-33	Jun 30, 2026	Northern Funds, not summed
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,562,895	0.81%	+114,981	Jun 30, 2026	carried, not yet filed for the newest quarter
37	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	1,483,411	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
37.1	Nuveen S&P 500 Buy-Write Income Fund Fund · Registered fund · Dec 31, 2025 Nuveen S&P 500 Buy-Write Income Fund, not summed	27,360	0.01%	—	Dec 31, 2025	Nuveen S&P 500 Buy-Write Income Fund, not summed
37.2	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	771	0.00%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
38	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,432,172	0.74%	-100,256	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Neuberger Core Equity ETF Fund S000085748 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	20,375	0.01%	-4,423	May 31, 2026	Neuberger Berman ETF Trust, not summed
39	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	1,279,251	0.66%	+888,816	May 31, 2026	Growth Fund of America, not summed
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,256,532	0.65%	-235,400	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	32,426	0.02%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,221,433	0.63%	+27,263	Jun 30, 2026	carried, not yet filed for the newest quarter
42	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	1,135,871	0.59%	-1,524	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	PACE Small/Medium Co Value Equity Investments Fund S000002973 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	25,333	0.01%	-3,000	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
43	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,130,831	0.59%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Junto Capital Management LP 13F CIK 1595880 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,094,740	0.57%	+1,094,740	Jun 30, 2026	carried, not yet filed for the newest quarter
45	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,037,724	0.54%	+226,113	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	6,677	0.00%	+36	May 31, 2026	Goldman Sachs ETF Trust II, not summed
45.2	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	2,341	0.00%	-162	May 31, 2026	Goldman Sachs ETF Trust, not summed
45.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,187	0.00%	+386	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
46	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,018,182	0.53%	+272,077	Jun 30, 2026	carried, not yet filed for the newest quarter
47	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	992,499	0.51%	+46,356	Jun 30, 2026	carried, not yet filed for the newest quarter
48	JPMorgan Value Advantage Fund Fund S000002796 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	847,512	0.44%	+11,695	Jun 30, 2026	JPMorgan Trust I, not summed
49	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	842,020	0.44%	-65,333	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	137,424	0.07%	-5,777	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
50	Triple Frond Partners LLC 13F CIK 1454502 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	817,828	0.42%	0	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1552033 CUSIP 89400J107 13F (30d) 83 filings 71 filers Visit website Investor relations