USFD · US Foods Holding Corp. · Shareholders & Ownership

$103.00 +2.62 (+2.61%) At close · Oct 20

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$21.83B

216.33M

Volume · Oct 20 2.08M Avg daily vol (3M) 2.21M

Every disclosed holder of USFD 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 USFD

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)	675	235,669,989	108.94%	Yes
Insiders (Forms 3, 4, 5)	19	1,486,443	0.69%	Yes
13D/G-only blocks	1	9,712,169	4.49%	Yes
Remaining	—	30,537,878	-14.12%	Negative
Registered funds (N-PORT, not summed)	593	115,479,287	53.38%	No

Shares outstanding: 216,330,723, 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 USFD

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	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	23,009,877	10.64%	+7,259,357	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	23,009,877	10.64%	+7,259,357	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	VANGUARD WELLINGTON FUND Fund S000004406 · Registered fund · May 31, 2026 VANGUARD WELLINGTON FUND, not summed	4,640,141	2.14%	+1,248,643	May 31, 2026	VANGUARD WELLINGTON FUND, not summed
1.3	VANGUARD DIVIDEND GROWTH FUND Fund S000002920 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,272,727	0.59%	—	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
1.4	BALANCED PORTFOLIO Fund S000004390 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	251,169	0.12%	+116,449	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	20,845,367	9.64%	+410,093	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	19,770,937	9.14%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,536,500	3.48%	+234,696	Jun 30, 2026	iShares Trust, not summed
2.3	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,104,158	0.51%	-17,091	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	900,427	0.42%	+44,493	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	490,706	0.23%	-25,486	Jun 30, 2026	iShares Trust, not summed
3	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,606,610	8.60%	+2,212,173	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,135,613	4.69%	-66,102	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,960,262	4.60%	+59,348	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Sachem Head Capital Management LP 13D CIK 1582090 · Registered investment adviser · Aug 13, 2024	9,712,169	4.49%	-6,225,616	Aug 13, 2024
7	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,939,057	4.13%	-4,838,668	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,939,057	4.13%	-6,349,376	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,579,449	0.73%	-182,620	May 31, 2026	Fidelity Rutland Square Trust II, not summed
7.3	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	1,315,740	0.61%	0	Jun 30, 2026	Variable Insurance Products Fund III, not summed
7.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,137,176	0.53%	-28,892	May 31, 2026	Fidelity Concord Street Trust, not summed
7.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,056,185	0.49%	+624,627	May 31, 2026	Fidelity Rutland Square Trust II, not summed
8	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,343,328	3.39%	+1,669,585	Jun 30, 2026	carried, not yet filed for the newest quarter
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,993,748	3.23%	+117,190	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	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	1,114,719	0.52%	+37,237	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.2	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	337,706	0.16%	-1,398	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	75,800	0.04%	-3,100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9.4	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	42,231	0.02%	+560	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.5	State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF Fund S000051789 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	16,378	0.01%	+1,058	Jun 30, 2026	SPDR SERIES TRUST, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,989,261	3.23%	-10,223	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,673,337	2.62%	-442,143	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Invesco Equity and Income Fund Fund S000027808 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	1,787,138	0.83%	+47,248	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
11.2	Invesco American Franchise Fund Fund S000027822 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	1,092,449	0.51%	+209,641	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
11.3	Invesco Growth and Income Fund Fund S000027810 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	897,639	0.41%	+21,920	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
11.4	Invesco Summit Fund Fund S000022173 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	351,180	0.16%	-27,180	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
11.5	Invesco V.I. Growth and Income Fund Fund S000027877 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	255,563	0.12%	-7,691	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
12	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,443,787	2.52%	-634,059	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	3,535,000	1.63%	-495,000	Jun 30, 2026	Victory Portfolios, not summed
12.2	Victory Value Fund Fund S000012920 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	137,600	0.06%	+20,600	Jul 31, 2026	Victory Portfolios III, not summed
12.3	Victory RS Large Cap Alpha Fund Fund S000053560 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	116,170	0.05%	+16,910	Jun 30, 2026	Victory Portfolios, not summed
12.4	Victory RS Value Fund Fund S000053562 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	52,210	0.02%	+6,550	Jun 30, 2026	Victory Portfolios, not summed
12.5	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	51,225	0.02%	-222	Jul 31, 2026	Victory Portfolios III, not summed
13	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,200,756	2.40%	-2,574,343	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,050,516	2.33%	-34,738	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	LONE PINE CAPITAL LLC 13F CIK 1061165 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,914,492	2.27%	+1,118,494	Jun 30, 2026	carried, not yet filed for the newest quarter
16	D1 Capital Partners L.P. 13F CIK 1747057 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,501,964	2.08%	+218,490	Jun 30, 2026	carried, not yet filed for the newest quarter
17	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,210,897	1.95%	-234,178	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	3,034,264	1.40%	+1,074,164	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
17.2	T. Rowe Price U.S. Large-Cap Core Fund, Inc. Fund S000026126 · Registered fund · Jun 30, 2026 T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed	1,356,650	0.63%	-96,357	Jun 30, 2026	T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed
17.3	T. Rowe Price Capital Appreciation Equity ETF Fund S000079834 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	546,658	0.25%	+129,501	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
17.4	T. Rowe Price Institutional Mid-Cap Equity Growth Fund Fund S000002092 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	344,272	0.16%	+104,072	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
17.5	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	197,913	0.09%	-130,587	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
18	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,046,079	1.87%	-1,222,755	Jun 30, 2026	carried, not yet filed for the newest quarter
19	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,980,409	1.84%	+34,099	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	VANGUARD PRIMECAP FUND Fund S000002568 · Registered fund · Jun 30, 2026 VANGUARD CHESTER FUNDS, not summed	2,729,700	1.26%	+11,000	Jun 30, 2026	VANGUARD CHESTER FUNDS, not summed
19.2	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	557,410	0.26%	+7,500	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
19.3	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	273,900	0.13%	+5,000	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
19.4	PRIMECAP Odyssey Stock Fund Fund S000005539 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	214,300	0.10%	0	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
19.5	PRIMECAP PORTFOLIO Fund S000004397 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	85,800	0.04%	0	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
20	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,453,114	1.60%	+30,221	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	469,538	0.22%	+16,157	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
20.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	443,636	0.21%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	426,914	0.20%	+7,866	Jul 31, 2026	Dimensional ETF Trust, not summed
20.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	405,418	0.19%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	187,783	0.09%	-654	Jul 31, 2026	Dimensional ETF Trust, not summed
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,199,326	1.48%	-38,909	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,162,670	1.46%	-147,680	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Global Stars Portfolio Fund S000041864 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	6,428	0.00%	+638	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
22.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	296	0.00%	+60	Jul 31, 2026	E Trade Trust, not summed
23	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	2,930,691	1.35%	-2,085,243	Jun 30, 2026	American Balanced Fund, not summed
24	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,888,303	1.34%	-38,393	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	478,270	0.22%	-56,542	Jul 31, 2026	Old Westbury Funds Inc, not summed
24.2	Old Westbury All Cap Core Fund Fund S000001859 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	277,687	0.13%	-30,151	Jul 31, 2026	Old Westbury Funds Inc, not summed
24.3	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	35,741	0.02%	-1,432	Jul 31, 2026	Old Westbury Funds Inc, not summed
25	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,856,357	1.32%	+202,621	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	418,164	0.19%	-10,288	Jun 30, 2026	AB TRUST, not summed
25.2	AB RELATIVE VALUE FUND, INC. Fund S000010080 · Registered fund · Jun 30, 2026 AB RELATIVE VALUE FUND, INC., not summed	165,360	0.08%	+14,680	Jun 30, 2026	AB RELATIVE VALUE FUND, INC., not summed
25.3	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	126,844	0.06%	+2,648	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
25.4	AB Relative Value Portfolio Fund S000010448 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	97,430	0.05%	+8,930	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
25.5	AB Large Cap Value Fund Fund S000010411 · Registered fund · Jun 30, 2026 AB TRUST, not summed	74,358	0.03%	-1,062	Jun 30, 2026	AB TRUST, not summed
26	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,832,995	1.31%	-1,000,013	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	1,758,112	0.81%	-21,056	Jun 30, 2026	MFS SERIES TRUST XI, not summed
26.2	MFS Total Return Fund Fund S000002439 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	301,945	0.14%	-4,365	Jun 30, 2026	MFS Series Trust V, not summed
26.3	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	146,198	0.07%	-59,338	May 31, 2026	MFS Series Trust X, not summed
26.4	MFS New Discovery Fund Fund S000000765 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	139,808	0.06%	0	May 31, 2026	MFS SERIES TRUST I, not summed
26.5	MFS Total Return Series Fund S000002670 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	82,648	0.04%	-616	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
27	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,806,952	1.30%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
28	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,709,712	1.25%	-1,964	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Artisan Partners Limited Partnership 13F CIK 1466153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,662,861	1.23%	-357,343	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Artisan Mid Cap Fund Fund S000006496 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	732,906	0.34%	-131,059	Jun 30, 2026	Artisan Partners Funds Inc., not summed
29.2	Artisan Global Discovery Fund Fund S000058458 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	28,828	0.01%	-4,868	Jun 30, 2026	Artisan Partners Funds Inc., not summed
30	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,525,520	1.17%	+64,284	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	Avantyr Capital Partners, LP 13F CIK 2087378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,159,092	1.00%	+558,228	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Pertento Partners LLP 13F CIK 1894571 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,152,248	0.99%	+298,740	Jun 30, 2026	carried, not yet filed for the newest quarter
33	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,123,093	0.98%	+87,870	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Columbia Select Mid Cap Value Fund Fund S000010792 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	753,010	0.35%	+71,000	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
33.2	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	157,525	0.07%	-6,870	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
33.3	CTIVP - Victory Sycamore Established Value Fund Fund S000019850 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	96,100	0.04%	-7,600	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
33.4	Variable Portfolio - Partners Core Equity Fund Fund S000019859 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	83,982	0.04%	-6,850	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
33.5	Columbia Variable Portfolio - Select Mid Cap Value Fund Fund S000019847 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	68,928	0.03%	+4,000	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
34	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,914,900	0.89%	+26,311	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	143,144	0.07%	+4,377	Jun 30, 2026	Northern Funds, not summed
34.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,004	0.00%	-810	Jul 31, 2026	FlexShares Trust, not summed
34.3	Large Cap Value Fund Fund S000001271 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,327	0.00%	-386	Jun 30, 2026	Northern Funds, not summed
34.4	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,140	0.00%	+86	Jul 31, 2026	FlexShares Trust, not summed
35	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,737,087	0.80%	+28,979	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	596,357	0.28%	-5,893	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	232,695	0.11%	+2,176	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	212,713	0.10%	-10,815	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	133,050	0.06%	+3,407	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	131,391	0.06%	+1,916	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36	VIKING GLOBAL INVESTORS LP 13F CIK 1103804 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,734,346	0.80%	+1,734,346	Jun 30, 2026	carried, not yet filed for the newest quarter
37	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,660,638	0.77%	-494,689	Jun 30, 2026	carried, not yet filed for the newest quarter
38	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,659,572	0.77%	+584,973	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	367,160	0.17%	-24,914	May 31, 2026	Goldman Sachs ETF Trust, not summed
38.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	36,950	0.02%	+181	May 31, 2026	Goldman Sachs ETF Trust, not summed
38.3	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	25,860	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
38.4	Goldman Sachs High Yield Floating Rate Fund Fund S000029320 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	15,491	0.01%	—	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
38.5	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	13,496	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
39	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,610,014	0.74%	-383,655	Jun 30, 2026	carried, not yet filed for the newest quarter
40	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,550,788	0.72%	-169,319	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	50,518	0.02%	-2	Jun 30, 2026	AQR Funds, not summed
40.2	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,913	0.00%	-1	Jun 30, 2026	AQR Funds, not summed
40.3	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	7,982	0.00%	-3,206	Jun 30, 2026	AQR Funds, not summed
41	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,498,042	0.69%	+256,124	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Franklin Mutual Shares Fund Fund S000007864 · Registered fund · Jun 30, 2026 Franklin Mutual Series Funds, not summed	977,222	0.45%	+161,625	Jun 30, 2026	Franklin Mutual Series Funds, not summed
41.2	Franklin Mutual Shares VIP Fund Fund S000007320 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	268,827	0.12%	+46,651	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
41.3	Franklin Mutual U.S. Mid Cap Value Fund Fund S000007352 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	54,893	0.03%	+9,436	Jul 31, 2026	Franklin Value Investors Trust, not summed
41.4	George Putnam Balanced Fund Fund S000005597 · Registered fund · Jul 31, 2026 George Putnam Balanced Fund, not summed	25,553	0.01%	-1,351	Jul 31, 2026	George Putnam Balanced Fund, not summed
41.5	Putnam U.S. Research Fund Fund S000003853 · Registered fund · Jul 31, 2026 Putnam Investment Funds, not summed	13,858	0.01%	+1,514	Jul 31, 2026	Putnam Investment Funds, not summed
42	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,418,397	0.66%	+1,418,397	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,394,265	0.64%	+26,062	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD GROWTH AND INCOME FUND Fund S000002913 · Registered fund · Jun 30, 2026 VANGUARD QUANTITATIVE FUNDS, not summed	1,383,136	0.64%	—	Jun 30, 2026	VANGUARD QUANTITATIVE FUNDS, not summed
45	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,382,823	0.64%	+2,331	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	11,124	0.01%	+1,716	May 29, 2026	DBX ETF Trust, not summed
45.2	Xtrackers Russell 1000 US Quality at a Reasonable Price ETF Fund S000060057 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	632	0.00%	-14	May 29, 2026	DBX ETF Trust, not summed
45.3	Xtrackers S&P MidCap 400 Scored & Screened ETF Fund S000070348 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	296	0.00%	-95	May 29, 2026	DBX ETF Trust, not summed
46	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,343,986	0.62%	-176,310	Jun 30, 2026	carried, not yet filed for the newest quarter
47	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,264,165	0.58%	+68,370	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Neuberger Mid Cap Growth Fund Fund S000007850 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	251,635	0.12%	+15,435	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
47.2	Neuberger Long Short Fund Fund S000035446 · Registered fund · Jul 31, 2026 NEUBERGER BERMAN ALTERNATIVE FUNDS, not summed	237,535	0.11%	—	Jul 31, 2026	NEUBERGER BERMAN ALTERNATIVE FUNDS, not summed
47.3	Neuberger Multi-Cap Opportunities Fund Fund S000013718 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	85,000	0.04%	0	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
47.4	Mid Cap Growth Portfolio Fund S000008199 · Registered fund · Jun 30, 2026 NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed	78,859	0.04%	+14,500	Jun 30, 2026	NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed
48	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,249,298	0.58%	-199,826	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	36,627	0.02%	+2,009	Jul 31, 2026	BNY Mellon ETF Trust, not summed
49	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,239,100	0.57%	-4,356	Jun 30, 2026	carried, not yet filed for the newest quarter
50	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,194,395	0.55%	-38,381	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1665918 CUSIP 912008109 13F (30d) 95 filings 89 filers Visit website Investor relations