UNM · Unum Group · Shareholders & Ownership

$93.43 +1.66 (+1.81%) At close · Oct 20

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$14.80B

158.31M

Volume · Oct 20 1.34M Avg daily vol (3M) 1.66M

Every disclosed holder of UNM 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 UNM

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)	770	141,673,271	89.49%	Yes
Insiders (Forms 3, 4, 5)	23	2,125,499	1.34%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	14,508,028	9.16%	Rest
Registered funds (N-PORT, not summed)	462	53,960,749	34.09%	No

Shares outstanding: 158,306,798, 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 UNM

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	17,994,655	11.37%	-237,849	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,030,478	3.18%	-16,755	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Select Dividend ETF Fund S000004334 · Registered fund · Jul 31, 2026 iShares Trust, not summed	2,667,648	1.69%	-19,982	Jul 31, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	737,372	0.47%	-38,115	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	653,217	0.41%	+16,314	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	354,462	0.22%	-34,630	Jun 30, 2026	iShares Trust, not summed
2	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	13,256,645	8.37%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,587,898	5.42%	-751,504	Jun 30, 2026	carried, not yet filed for the newest quarter
4	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,737,197	4.89%	+527,956	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	1,837,366	1.16%	-107,308	Jul 31, 2026	Fidelity Puritan Trust, not summed
4.2	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	1,132,100	0.72%	+217,600	Jun 30, 2026	Variable Insurance Products Fund III, not summed
4.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	786,947	0.50%	-18,639	May 31, 2026	Fidelity Concord Street Trust, not summed
4.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	600,142	0.38%	-15,031	Jul 31, 2026	Fidelity Salem Street Trust, not summed
4.5	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	502,194	0.32%	-213,900	May 31, 2026	Fidelity Rutland Square Trust II, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,804,023	4.30%	-137,437	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,069,408	3.20%	-78,017	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	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	744,061	0.47%	-629	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	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	225,599	0.14%	-8,770	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) S&P(R) Insurance ETF Fund S000006979 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	90,322	0.06%	-16,607	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	54,833	0.03%	-3,600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.5	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	24,882	0.02%	-10,800	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,818,681	3.04%	-115,113	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,137,367	2.61%	+52,985	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	790,059	0.50%	+81,309	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	730,925	0.46%	+6,248	Jul 31, 2026	Dimensional ETF Trust, not summed
8.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	302,556	0.19%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	278,536	0.18%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	244,551	0.15%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
9	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,480,381	2.20%	-106,793	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,249,453	2.05%	-85,022	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	219	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,120,361	1.97%	-203,536	Jun 30, 2026	carried, not yet filed for the newest quarter
12	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,988,552	1.89%	+1,080,525	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	134,753	0.09%	0	Jun 30, 2026	AQR Funds, not summed
12.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	59,350	0.04%	+21,644	Jun 30, 2026	AQR Funds, not summed
12.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	47,797	0.03%	0	Jun 30, 2026	AQR Funds, not summed
12.4	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	43,212	0.03%	—	Jun 30, 2026	AQR Funds, not summed
12.5	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	42,310	0.03%	+1	Jun 30, 2026	AQR Funds, not summed
13	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,413,125	1.52%	-169,947	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	LSV Disciplined Value ETF Fund S000089218 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	37,961	0.02%	-1	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
13.2	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	7,600	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
13.3	LSV U.S. Managed Volatility Fund Fund S000045798 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	2,900	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
13.4	LSV Global Managed Volatility Fund Fund S000045799 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	1,000	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
14	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,205,130	1.39%	-79,061	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,916,545	1.21%	+334,817	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	139,485	0.09%	—	May 31, 2026	Goldman Sachs Trust, not summed
15.2	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	58,099	0.04%	-2,155	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
15.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	5,024	0.00%	-150	May 31, 2026	Goldman Sachs ETF Trust II, not summed
15.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,446	0.00%	-700	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
15.5	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	2,078	0.00%	-144	May 31, 2026	Goldman Sachs ETF Trust, not summed
16	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,899,262	1.20%	-1,348,678	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	FT Vest Rising Dividend Achievers Target Income ETF Fund S000077479 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	206,569	0.13%	-136,087	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
16.2	First Trust Financials AlphaDEX Fund Fund S000017699 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	37,880	0.02%	-49,409	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
16.3	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	25,111	0.02%	-17,360	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
16.4	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	23,042	0.01%	-1,814	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
16.5	First Trust Active Factor Large Cap ETF Fund S000066788 · Registered fund · May 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	14,420	0.01%	-207	May 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
17	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,887,949	1.19%	+1,025,282	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,762,384	1.11%	+577,788	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	686,410	0.43%	+192,731	Jun 30, 2026	College Retirement Equities Fund, not summed
18.2	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	335,153	0.21%	-1,863	Jul 31, 2026	TIAA-CREF Funds, not summed
18.3	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	141,200	0.09%	+113,300	Jul 31, 2026	TIAA-CREF Funds, not summed
18.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	135,534	0.09%	-17,499	Jul 31, 2026	TIAA-CREF Funds, not summed
18.5	Nuveen Mid Cap Value Opportunities Fund Fund S000005556 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	90,169	0.06%	+9,841	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
19	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,759,799	1.11%	+235,071	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,699,338	1.07%	-25,514	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	95,540	0.06%	-15	Jun 30, 2026	Northern Funds, not summed
20.2	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	32,718	0.02%	-399	Jul 31, 2026	FlexShares Trust, not summed
20.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	30,178	0.02%	+764	Jul 31, 2026	FlexShares Trust, not summed
20.4	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,711	0.01%	+162	Jun 30, 2026	Northern Funds, not summed
20.5	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,375	0.00%	—	Jul 31, 2026	FlexShares Trust, not summed
21	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,684,842	1.06%	-16,770	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,665,459	1.05%	-166,484	Jun 30, 2026	carried, not yet filed for the newest quarter
23	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,503,280	0.95%	+871,586	Jun 30, 2026	carried, not yet filed for the newest quarter
24	First Trust Rising Dividend Achievers ETF Fund S000043486 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,405,767	0.89%	-1,012,488	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
25	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,383,673	0.87%	-294,959	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,378,987	0.87%	-267,201	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Victory RS Global Fund Fund S000053563 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	221,980	0.14%	+29,796	Jun 30, 2026	Victory Portfolios, not summed
26.2	Victory Value Fund Fund S000012920 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	198,300	0.13%	+72,400	Jul 31, 2026	Victory Portfolios III, not summed
26.3	Victory Sustainable World Fund Fund S000012923 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	145,567	0.09%	+11,645	May 31, 2026	Victory Portfolios III, not summed
26.4	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	116,894	0.07%	+22,367	Jun 30, 2026	Victory Portfolios II, not summed
26.5	Victory RS Large Cap Alpha Fund Fund S000053560 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	106,340	0.07%	0	Jun 30, 2026	Victory Portfolios, not summed
27	TOMS Capital Investment Management LP 13F CIK 1743937 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,275,000	0.81%	+1,275,000	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,221,361	0.77%	-81,036	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	23,145	0.01%	-429	Jul 31, 2026	BNY Mellon ETF Trust, not summed
29	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,158,462	0.73%	+115,539	Jun 30, 2026	carried, not yet filed for the newest quarter
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,132,607	0.72%	-15,976	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	411,958	0.26%	-3,712	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	161,031	0.10%	+4,191	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	121,736	0.08%	+4,400	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	90,723	0.06%	+1,437	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	87,864	0.06%	-2,574	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,109,567	0.70%	+298,095	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,102,917	0.70%	-433,407	Jun 30, 2026	carried, not yet filed for the newest quarter
33	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,029,814	0.65%	-5,580	Jun 30, 2026	carried, not yet filed for the newest quarter
34	McKenney Richard P Insider CIK 1290229 · Mar 1, 2026 Director, issuer-wide	985,438	0.62%	—	Mar 1, 2026	Director, issuer-wide
35	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	951,044	0.60%	-129,327	Jun 30, 2026	carried, not yet filed for the newest quarter
36	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	940,681	0.59%	+100,581	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	935,478	0.59%	-14,052	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	876,245	0.55%	+121,910	Jun 30, 2026	carried, not yet filed for the newest quarter
39	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	866,985	0.55%	+122,232	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	863,930	0.55%	-289,922	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	831,683	0.53%	-23,274	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
42	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	763,330	0.48%	-79,832	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	145,763	0.09%	+28,979	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
42.2	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	94,151	0.06%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
42.3	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	84,882	0.05%	+4,032	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
42.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	50,349	0.03%	+2,863	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
42.5	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	32,124	0.02%	+162	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
43	Zurich Insurance Group Ltd/FI 13F CIK 1127799 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	691,751	0.44%	+126,156	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	686,077	0.43%	+190,000	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	650,000	0.41%	-1,350,000	Jun 30, 2026	carried, not yet filed for the newest quarter
46	DONALD SMITH & CO., INC. 13F CIK 814375 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	649,485	0.41%	-678,447	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	637,281	0.40%	-16,611	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
48	Jain Global LLC 13F CIK 2024579 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	633,694	0.40%	+38,650	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	629,372	0.40%	-487,056	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
50	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	625,411	0.40%	+198,047	Sep 30, 2026

109 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 5513 CUSIP 91529Y106 13F (30d) 133 filings 119 filers Visit website Investor relations