VLTO · Veralto Corp · Shareholders & Ownership

$118.25 +0.76 (+0.65%) At close · Nov 13 Play latest call Q2 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$28.75B

243.14M

Volume · Nov 13 1.5M Avg daily vol (3M) 1.8M

Every disclosed holder of VLTO 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 VLTO

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)	1,020	238,835,990	98.23%	Yes
Insiders (Forms 3, 4, 5)	20	387,638	0.16%	Yes
13D/G-only blocks	1	9,668,561	3.98%	Yes
Remaining	—	5,750,365	-2.37%	Negative
Registered funds (N-PORT, not summed)	770	97,088,258	39.93%	No

Shares outstanding: 243,141,824, 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 VLTO

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 · Sep 30, 2026	21,083,865	8.67%	-1,564,088	Sep 30, 2026
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,378,618	1.39%	+184,946	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	1,007,985	0.41%	+60,076	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	549,325	0.23%	+206,523	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	403,759	0.17%	-23,882	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	375,759	0.15%	+160,945	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Sep 30, 2026	15,960,944	6.56%	-82,266	Sep 30, 2026
3	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,712,810	5.64%	+5,837,527	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	13,722,619	5.64%	+3,095,462	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Sep 30, 2026	12,110,618	4.98%	-39,308	Sep 30, 2026
5	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	11,196,144	4.60%	+65,075	Sep 30, 2026
5.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,447,556	0.60%	+54,725	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	585,883	0.24%	+63,613	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	298,785	0.12%	+6,778	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	89,964	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	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	44,596	0.02%	+640	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	S.S. OR I.R.S. IDENTIFICATION OF ABOVE PERSON Steven M. Rales 13G CIK 1015013 · Unknown · Dec 31, 2023 Rule 13d-1(c), passive investor, unconfirmed, last confirmed Dec 31, 2023	9,668,561	3.98%	—	Dec 31, 2023	Rule 13d-1(c), passive investor, unconfirmed, last confirmed Dec 31, 2023
7	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Sep 30, 2026	8,728,172	3.59%	+537,985	Sep 30, 2026
7.1	First Trust Capital Strength ETF Fund S000012555 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	1,693,060	0.70%	+110,756	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
7.2	First Trust Water ETF Fund S000017178 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	789,504	0.32%	-13,837	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
7.3	FT Vest Rising Dividend Achievers Target Income ETF Fund S000077479 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	666,772	0.27%	+247,677	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
7.4	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	76,306	0.03%	+25,629	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
7.5	First Trust Capital Strength Portfolio Fund S000068384 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	43,469	0.02%	+5,513	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,796,979	3.21%	+326,530	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	7,483,355	3.08%	+93,481	Sep 30, 2026
10	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,361,512	2.62%	+52,920	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,321,711	2.19%	+236,939	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Sep 30, 2026	5,139,735	2.11%	-46,854	Sep 30, 2026
13	Invesco Ltd. 13F CIK 914208 · Investment adviser · Sep 30, 2026	5,048,639	2.08%	-487,643	Sep 30, 2026
13.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,255,852	0.93%	+409,492	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.2	Invesco Water Resources ETF Fund S000003048 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	922,209	0.38%	+17,622	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.3	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	654,948	0.27%	-93,003	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13.4	Invesco S&P Global Water Index ETF Fund S000060819 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	510,599	0.21%	-105,522	Jul 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13.5	Invesco S&P Spin-Off ETF Fund S000060807 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	191,532	0.08%	+88,760	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14	First Trust Rising Dividend Achievers ETF Fund S000043486 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	4,537,565	1.87%	+1,579,859	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
15	Amundi 13F CIK 1330387 · Holding company · Sep 30, 2026	4,182,629	1.72%	+651,626	Sep 30, 2026
15.1	KBI GLOBAL INVESTORS AQUARIUS FUND Fund S000063187 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE III, not summed	20,314	0.01%	-3,103	Jul 31, 2026	ADVISORS' INNER CIRCLE III, not summed
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,041,035	1.66%	+744,914	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	251,805	0.10%	-27,718	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
16.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	43,026	0.02%	+3,286	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
16.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	17,938	0.01%	+3,994	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
16.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	9,407	0.00%	-275	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
16.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	7,962	0.00%	-205	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
17	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,735,658	1.54%	-180,708	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	AB RELATIVE VALUE FUND, INC. Fund S000010080 · Registered fund · Jun 30, 2026 AB RELATIVE VALUE FUND, INC., not summed	251,868	0.10%	-12,800	Jun 30, 2026	AB RELATIVE VALUE FUND, INC., not summed
17.2	AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Fund S000010074 · Registered fund · Jun 30, 2026 AB SUSTAINABLE GLOBAL THEMATIC FUND, INC., not summed	206,334	0.08%	-10,860	Jun 30, 2026	AB SUSTAINABLE GLOBAL THEMATIC FUND, INC., not summed
17.3	AB Relative Value Portfolio Fund S000010448 · Registered fund · Sep 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	178,401	0.07%	+9,860	Sep 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
17.4	AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC Fund S000010094 · Registered fund · Jun 30, 2026 AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC, not summed	174,772	0.07%	-20,300	Jun 30, 2026	AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC, not summed
17.5	AB US Large Cap Strategic Equities ETF Fund S000080208 · Registered fund · Aug 31, 2026 AB Active ETFs, Inc., not summed	124,354	0.05%	+5,023	Aug 31, 2026	AB Active ETFs, Inc., not summed
18	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Sep 30, 2026	3,285,938	1.35%	+255,749	Sep 30, 2026
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,233,544	1.33%	-163,419	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	72,444	0.03%	+5,421	Jun 30, 2026	Northern Funds, not summed
19.2	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	12,675	0.01%	+140	Jun 30, 2026	Northern Funds, not summed
19.3	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,561	0.00%	+68	Jun 30, 2026	Northern Funds, not summed
19.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,636	0.00%	+1,246	Jul 31, 2026	FlexShares Trust, not summed
19.5	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	756	0.00%	-154	Jul 31, 2026	FlexShares Trust, not summed
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Sep 30, 2026	3,151,741	1.30%	-303,428	Sep 30, 2026
20.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	813	0.00%	-1	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
20.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	583	0.00%	+166	Jul 31, 2026	E Trade Trust, not summed
20.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	401	0.00%	+74	Jul 31, 2026	E Trade Trust, not summed
20.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	107	0.00%	-3	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
21	State Street(R) SPDR(R) S&P 500(R) ETF Trust Fund · Registered fund · Jun 30, 2026 State Street(R) SPDR(R) S&P 500(R) ETF Trust, not summed	2,976,250	1.22%	—	Jun 30, 2026	State Street(R) SPDR(R) S&P 500(R) ETF Trust, not summed
22	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Sep 30, 2026	2,944,648	1.21%	-159,427	Sep 30, 2026
23	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	2,865,340	1.18%	+71,335	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · Aug 31, 2026 UBS INVESTMENT TRUST, not summed	134	0.00%	0	Aug 31, 2026	UBS INVESTMENT TRUST, not summed
23.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	78	0.00%	+19	Jun 30, 2026	UBS FUNDS, not summed
24	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,754,071	1.13%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	2,711,284	1.12%	+59,056	Sep 30, 2026
25.1	BNY Mellon Dynamic Value ETF Fund S000087738 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust II, not summed	112,408	0.05%	+38,614	Jul 31, 2026	BNY Mellon ETF Trust II, not summed
25.2	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	20,337	0.01%	+22	Jul 31, 2026	BNY Mellon ETF Trust, not summed
25.3	BNY Mellon Women's Opportunities ETF Fund S000080184 · Registered fund · Aug 29, 2025 BNY Mellon ETF Trust, not summed	2,553	0.00%	0	Aug 29, 2025	BNY Mellon ETF Trust, not summed
26	FIL Ltd 13F CIK 318989 · Non-US institution · Sep 30, 2026	2,690,457	1.11%	+157,102	Sep 30, 2026
27	FMR LLC 13F CIK 315066 · Holding company · Sep 30, 2026	2,676,258	1.10%	+159,615	Sep 30, 2026
27.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	3,188,098	1.31%	+10,627	Aug 31, 2026	Fidelity Concord Street Trust, not summed
27.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	930,035	0.38%	+12,275	Jul 31, 2026	Fidelity Salem Street Trust, not summed
27.3	Fidelity SAI U.S. Quality Index Fund Fund S000051137 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	860,186	0.35%	+101,858	Jul 31, 2026	Fidelity Salem Street Trust, not summed
27.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	543,987	0.22%	+223,655	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
27.5	Fidelity Enhanced Mid Cap Core ETF Fund S000081803 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	483,444	0.20%	+253,740	Jun 30, 2026	Fidelity Covington Trust, not summed
28	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,542,908	1.05%	+447,515	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	154,733	0.06%	+36,166	Jun 30, 2026	Janus Aspen Series, not summed
29	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,335,404	0.96%	+157,212	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,313,579	0.95%	-82,471	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	236,765	0.10%	+6	Jun 30, 2026	AQR Funds, not summed
30.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	90,833	0.04%	-25,407	Jun 30, 2026	AQR Funds, not summed
30.3	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	29,332	0.01%	+2,908	Jun 30, 2026	AQR Funds, not summed
30.4	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	23,919	0.01%	—	Jun 30, 2026	AQR Funds, not summed
30.5	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	16,473	0.01%	+8,827	Jun 30, 2026	AQR Funds, not summed
31	Rudius Management LP 13F CIK 1835407 · Registered investment adviser · Sep 30, 2026	2,222,879	0.91%	-349,933	Sep 30, 2026
32	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	2,150,791	0.88%	+91,214	Sep 30, 2026
32.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	439,357	0.18%	+23,028	Jul 31, 2026	Dimensional ETF Trust, not summed
32.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	223,281	0.09%	+3,964	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	115,582	0.05%	+20,625	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.4	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	103,244	0.04%	—	Jul 31, 2026	Dimensional ETF Trust, not summed
32.5	U.S. Sustainability Core 1 Portfolio Fund S000020422 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	85,252	0.04%	-3,127	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
33	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,064,110	0.85%	+1,867,871	Jun 30, 2026	carried, not yet filed for the newest quarter
34	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Sep 30, 2026	1,932,443	0.79%	+1,007,798	Sep 30, 2026
34.1	Franklin U.S. Mid Cap Multifactor Index ETF Fund S000057201 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	137,800	0.06%	-16,024	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
34.2	Franklin U.S. Core Equity (IU) Fund Fund S000066093 · Registered fund · Jul 31, 2026 Franklin Fund Allocator Series, not summed	106,635	0.04%	+94,369	Jul 31, 2026	Franklin Fund Allocator Series, not summed
34.3	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	15,354	0.01%	+2,983	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
34.4	Franklin Systematic Style Premia ETF Fund S000066719 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	13,183	0.01%	+4,602	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
34.5	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	12,123	0.01%	+2,429	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
35	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,881,632	0.77%	+90,768	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,804,068	0.74%	-191,754	Jun 30, 2026	carried, not yet filed for the newest quarter
37	UBS Group AG 13F CIK 1610520 · Bank · Sep 30, 2026	1,802,381	0.74%	+304,965	Sep 30, 2026
38	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	1,784,987	0.73%	+387,911	Jun 30, 2026	Janus Investment Fund, not summed
39	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Sep 30, 2026	1,672,354	0.69%	-68,156	Sep 30, 2026
40	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Sep 30, 2026	1,559,230	0.64%	-43,605	Sep 30, 2026
41	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,543,510	0.63%	-59,826	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	549,316	0.23%	+2,121	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
41.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	263,806	0.11%	+780	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	149,795	0.06%	+3,856	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
41.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	148,139	0.06%	+1,772	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	121,014	0.05%	-4,395	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
42	Mirova US LLC 13F CIK 1802900 · Registered investment adviser · Sep 30, 2026	1,523,506	0.63%	-104,527	Sep 30, 2026
43	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,418,639	0.58%	-68,907	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,389,581	0.57%	-4,487	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Sep 30, 2026	1,376,573	0.57%	-1,927	Sep 30, 2026
46	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,350,356	0.56%	+1,164,463	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,333,076	0.55%	-68,305	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
48	Liontrust Investment Partners LLP 13F CIK 1544204 · Registered fund · Jun 30, 2026 carried, not yet filed for the newest quarter	1,286,674	0.53%	+77,927	Jun 30, 2026	carried, not yet filed for the newest quarter
49	JPMorgan Mid Cap Value Fund Fund S000004475 · Registered fund · Jun 30, 2026 J.P. Morgan Fleming Mutual Fund Group, Inc., not summed	1,285,326	0.53%	+97,533	Jun 30, 2026	J.P. Morgan Fleming Mutual Fund Group, Inc., not summed
50	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,228,842	0.51%	+427,719	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1967680 CUSIP 92338C103 13F (30d) 787 filings 727 filers Visit website Investor relations