UAL · United Airlines Holdings, Inc. · Shareholders & Ownership

$98.20 +0.43 (+0.44%) Earnings today

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$31.33B

324.58M

Volume · Oct 20 7.31M Avg daily vol (3M) 3.85M

Every disclosed holder of UAL 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 UAL

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

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	1,060	290,962,425	89.64%	Yes
Insiders (Forms 3, 4, 5)	12	2,083,478	0.64%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	31,537,869	9.72%	Rest
Registered funds (N-PORT, not summed)	775	138,713,225	42.74%	No

Shares outstanding: 324,583,772, 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 UAL

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	22,436,107	6.91%	+1,544,993	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,465,517	1.38%	+305,305	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,329,110	0.41%	+84,246	Jun 30, 2026	iShares Trust, not summed
1.3	iShares U.S. Transportation ETF Fund S000004331 · Registered fund · Jul 31, 2026 iShares Trust, not summed	925,550	0.29%	-7,161	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	678,533	0.21%	-69,515	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	534,256	0.16%	-21,469	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,008,797	6.47%	+22,851	Jun 30, 2026	carried, not yet filed for the newest quarter
3	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	19,473,813	6.00%	+2,453,195	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	4,138,936	1.28%	+18,963	May 31, 2026	Fidelity Concord Street Trust, not summed
3.2	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	3,164,568	0.98%	+667,400	Jul 31, 2026	Fidelity Securities Fund, not summed
3.3	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	2,855,209	0.88%	+331,200	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
3.4	Fidelity Advisor Growth Opportunities Fund Fund S000005111 · Registered fund · May 31, 2026 Fidelity Advisor Series I, not summed	1,563,300	0.48%	-73,000	May 31, 2026	Fidelity Advisor Series I, not summed
3.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,224,633	0.38%	+19,005	Jul 31, 2026	Fidelity Salem Street Trust, not summed
4	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,461,630	5.07%	+711,020	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	VANGUARD PRIMECAP FUND Fund S000002568 · Registered fund · Jun 30, 2026 VANGUARD CHESTER FUNDS, not summed	8,904,603	2.74%	+153,100	Jun 30, 2026	VANGUARD CHESTER FUNDS, not summed
4.2	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	3,119,243	0.96%	+303,400	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
4.3	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	1,179,350	0.36%	0	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
4.4	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	912,300	0.28%	+88,780	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
4.5	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	813,300	0.25%	+155,700	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
5	Sanders Capital, LLC 13F CIK 1508097 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,027,948	4.63%	-176,603	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,162,813	4.36%	+94,974	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	12,616,788	3.89%	+1,500,000	May 31, 2026	Growth Fund of America, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,788,111	3.63%	+162,283	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,912,992	0.59%	+98,585	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
8.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	773,205	0.24%	+93,569	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	394,769	0.12%	+14,107	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	119,700	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	State Street(R) SPDR(R) S&P(R) Transportation ETF Fund S000012324 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	87,975	0.03%	+13,819	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,353,742	3.50%	+241,131	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,305,622	3.18%	-103,552	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	9,536,361	2.94%	+232,232	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,409,887	2.59%	+191,476	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,034,476	2.17%	-42,826	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,247,343	1.92%	-191,232	Jun 30, 2026	carried, not yet filed for the newest quarter
15	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,385,982	1.66%	-278,556	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	1,181,989	0.36%	+30,291	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
15.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	534,954	0.16%	+3,425	Jul 31, 2026	Dimensional ETF Trust, not summed
15.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	426,603	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	370,452	0.11%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	289,748	0.09%	+1,036	Jul 31, 2026	Dimensional ETF Trust, not summed
16	PAR CAPITAL MANAGEMENT INC 13F CIK 1051359 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,359,741	1.65%	+362,891	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,379,941	1.35%	+862,907	Jun 30, 2026	carried, not yet filed for the newest quarter
18	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,331,239	1.33%	+236,448	Jun 30, 2026	carried, not yet filed for the newest quarter
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,048,901	1.25%	-436,812	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	700	0.00%	+138	Jul 31, 2026	E Trade Trust, not summed
19.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	501	0.00%	+122	Jul 31, 2026	E Trade Trust, not summed
19.3	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	259	0.00%	-27	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
19.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	34	0.00%	-5	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
20	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,620,362	1.12%	+1,438,545	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,481,627	1.07%	-442,560	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,812,784	0.56%	-47,991	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
21.2	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	290,036	0.09%	+59,596	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
21.3	Invesco S&P 500 GARP ETF Fund S000032768 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	262,778	0.08%	-131,768	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
21.4	Invesco NASDAQ Next Gen 100 ETF Fund S000069449 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	166,983	0.05%	+22,696	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
21.5	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	145,038	0.04%	+21,304	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
22	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,445,226	1.06%	-1,319,106	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	312,077	0.10%	+50,873	May 31, 2026	Goldman Sachs ETF Trust, not summed
22.2	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	168,842	0.05%	-37,347	May 31, 2026	Goldman Sachs Trust, not summed
22.3	Goldman Sachs Large Cap Growth Insights Fund Fund S000009328 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	107,164	0.03%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
22.4	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	81,929	0.03%	+80,497	Jul 31, 2026	Goldman Sachs Trust, not summed
22.5	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	70,327	0.02%	+8,569	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
23	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	3,442,256	1.06%	+222,563	Jun 30, 2026	American Funds Fundamental Investors, not summed
24	Slate Path Capital LP 13F CIK 1559706 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,325,452	1.02%	+212,400	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Newport Trust Company, LLC 13F CIK 1722329 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,141,879	0.97%	-78,011	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,088,350	0.95%	+56,781	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	SRS Investment Management, LLC 13F CIK 1503174 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,942,727	0.91%	+30,243	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,859,344	0.88%	+1,560,682	Jun 30, 2026	carried, not yet filed for the newest quarter
29	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,734,489	0.84%	+153,260	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	75,700	0.02%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
29.2	LSV Disciplined Value ETF Fund S000089218 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	18,518	0.01%	-1	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
29.3	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	7,900	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
29.4	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	4,200	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
30	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,631,391	0.81%	-1,048,317	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	45,615	0.01%	—	Jun 30, 2026	AQR Funds, not summed
30.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	34,304	0.01%	—	Jun 30, 2026	AQR Funds, not summed
30.3	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	23,064	0.01%	0	Jun 30, 2026	AQR Funds, not summed
30.4	AQR Large Cap Momentum Style Fund Fund S000025643 · Registered fund · Mar 31, 2026 AQR Funds, not summed	15,871	0.00%	—	Mar 31, 2026	AQR Funds, not summed
30.5	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	15,871	0.00%	—	Jun 30, 2026	AQR Funds, not summed
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,433,370	0.75%	-341	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	96,170	0.03%	+670	Jun 30, 2026	Northern Funds, not summed
31.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	8,422	0.00%	+414	Jul 31, 2026	FlexShares Trust, not summed
31.3	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	900	0.00%	-30	Jul 31, 2026	FlexShares Trust, not summed
32	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,197,454	0.68%	+316,818	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	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	202,103	0.06%	+2,003	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
32.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	200,146	0.06%	-2,540	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
32.3	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	73,577	0.02%	+2,777	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
32.4	T. Rowe Price U.S. Equity Research ETF Fund S000071604 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	46,970	0.01%	+18,632	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
32.5	T. Rowe Price Hedged Equity Fund Fund S000080479 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	36,903	0.01%	-2,054	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,158,857	0.67%	+20,093	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	727,088	0.22%	+13,637	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	342,764	0.11%	+9,779	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	196,710	0.06%	+4,882	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	190,761	0.06%	+2,874	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.5	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	172,763	0.05%	-5,836	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,158,134	0.66%	+1,463,660	Jun 30, 2026	carried, not yet filed for the newest quarter
35	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,147,706	0.66%	+1,443,920	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,085,172	0.64%	-45,094	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
37	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	2,007,337	0.62%	-169,700	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
38	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,979,070	0.61%	+6,813	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,916,864	0.59%	+699,334	Jun 30, 2026	carried, not yet filed for the newest quarter
40	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,888,595	0.58%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,825,103	0.56%	+1,470	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,803,428	0.56%	+169,771	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,761,922	0.54%	+42,736	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,761,773	0.54%	-61,517	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
45	Pacer US Cash Cows 100 ETF Fund S000055466 · Registered fund · Jul 31, 2026 Pacer Funds Trust, not summed	1,697,115	0.52%	+21,317	Jul 31, 2026	Pacer Funds Trust, not summed
46	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,639,192	0.51%	-280,455	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	630	0.00%	+84	Jun 30, 2026	PIMCO Equity Series, not summed
47	ASSETMARK, INC 13F CIK 1344551 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,556,094	0.48%	-61,163	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	GuidePath Tactical Allocation Fund Fund S000030983 · Registered fund · Jun 30, 2026 GPS Funds II, not summed	89,243	0.03%	-19,334	Jun 30, 2026	GPS Funds II, not summed
47.2	GuideMark Large Cap Core Fund Fund S000006182 · Registered fund · Jun 30, 2026 GPS Funds I, not summed	8,232	0.00%	-3,520	Jun 30, 2026	GPS Funds I, not summed
48	LANSDOWNE PARTNERS (UK) LLP 13F CIK 1608485 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,549,179	0.48%	+18,296	Jun 30, 2026	carried, not yet filed for the newest quarter
49	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,520,372	0.47%	-1,158,584	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Growth Fund Fund S000008791 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	1,500,557	0.46%	-95,854	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed

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Key facts CIK 100517 CUSIP 910047109 13F (30d) 169 filings 160 filers Visit website Investor relations