VRT · Vertiv Holdings Co · Shareholders & Ownership

$202.61 -9.54 (-4.50%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$81.41B

384.99M

Volume · Oct 21 6.41M Avg daily vol (3M) 5.52M

Every disclosed holder of VRT 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 VRT

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)	2,038	314,757,402	81.76%	Yes
Insiders (Forms 3, 4, 5)	24	5,673,489	1.47%	Yes
13D/G-only blocks	1	22,871,779	5.94%	Yes
Remaining	—	41,685,503	10.83%	Rest
Registered funds (N-PORT, not summed)	1,085	123,981,826	32.20%	No

Shares outstanding: 384,988,173, 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 VRT

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	35,921,459	9.33%	-1,285,708	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	5,283,186	1.37%	+363,168	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,465,204	0.38%	-68,847	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	810,890	0.21%	+6,895	Jun 30, 2026	iShares Trust, not summed
1.4	BlackRock Mid-Cap Growth Equity Portfolio Fund S000001505 · Registered fund · May 29, 2026 BlackRock Funds, not summed	685,816	0.18%	-71,944	May 29, 2026	BlackRock Funds, not summed
1.5	iShares MSCI USA Momentum Factor ETF Fund S000040316 · Registered fund · Jul 31, 2026 iShares Trust, not summed	677,090	0.18%	+422,089	Jul 31, 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	25,087,955	6.52%	+229,636	Jun 30, 2026	carried, not yet filed for the newest quarter
3	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13G CIK 313028 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(b), qualified institution	22,871,779	5.94%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,909,570	4.65%	-16,952	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	16,531,530	4.29%	+704,970	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,263,920	0.59%	+117,888	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	915,871	0.24%	+111,893	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	573,356	0.15%	+23,879	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	144,000	0.04%	+5,100	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	75,100	0.02%	+1,000	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	12,193,966	3.17%	+45,159	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,061,204	2.61%	+3,995,478	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	9,953,908	2.59%	+234,116	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,110,798	2.37%	+1,249,650	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	T. Rowe Price Growth Stock Fund, Inc. Fund S000002087 · Registered fund · Jun 30, 2026 T. ROWE PRICE GROWTH STOCK FUND, INC., not summed	931,158	0.24%	+141,458	Jun 30, 2026	T. ROWE PRICE GROWTH STOCK FUND, INC., not summed
9.2	T. Rowe Price All-Cap Opportunities Fund Fund S000002104 · Registered fund · Jun 30, 2026 T. Rowe Price All-Cap Opportunities Fund, Inc., not summed	576,550	0.15%	0	Jun 30, 2026	T. Rowe Price All-Cap Opportunities Fund, Inc., not summed
9.3	T. Rowe Price Large-Cap Growth Fund Fund S000002095 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	462,030	0.12%	—	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
9.4	T. Rowe Price Global Stock Fund Fund S000001497 · Registered fund · Jul 31, 2026 T. ROWE PRICE INTERNATIONAL FUNDS, INC., not summed	424,447	0.11%	+89,920	Jul 31, 2026	T. ROWE PRICE INTERNATIONAL FUNDS, INC., not summed
9.5	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	236,549	0.06%	-2,488	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,028,475	2.35%	-1,851,375	Jun 30, 2026	carried, not yet filed for the newest quarter
11	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,280,709	2.15%	-136,257	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,177,689	2.12%	+59,992	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,894,546	1.79%	+239,429	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,105	0.00%	-113	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
13.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	714	0.00%	+86	Jul 31, 2026	E Trade Trust, not summed
13.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	536	0.00%	+111	Jul 31, 2026	E Trade Trust, not summed
13.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	148	0.00%	-18	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
14	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,537,463	1.44%	-1,010,263	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Invesco American Franchise Fund Fund S000027822 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	1,310,977	0.34%	0	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
14.2	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	663,214	0.17%	+34,009	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14.3	Invesco Value Opportunities Fund Fund S000027840 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	577,011	0.15%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
14.4	Invesco Discovery Large Cap Fund Fund S000064617 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	502,847	0.13%	0	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
14.5	Invesco Equity and Income Fund Fund S000027808 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	330,121	0.09%	-141,251	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
15	O' Doherty Philip Insider CIK 1890462 · Nov 25, 2024 Managing Director, E+I, issuer-wide	5,097,894	1.32%	-284,965	Nov 25, 2024	Managing Director, E+I, issuer-wide
16	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,859,284	1.26%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
17	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,296,854	1.12%	-1,116,999	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	4,895,553	1.27%	—	May 31, 2026	Fidelity Concord Street Trust, not summed
17.2	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	723,115	0.19%	+8,206	May 31, 2026	Fidelity Concord Street Trust, not summed
17.3	Fidelity Leveraged Company Stock Fund Fund S000007200 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	620,000	0.16%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
17.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	584,165	0.15%	+18,230	May 31, 2026	Fidelity Concord Street Trust, not summed
17.5	Fidelity Large Cap Growth Index Fund Fund S000054095 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	505,153	0.13%	-35,879	Jul 31, 2026	Fidelity Salem Street Trust, not summed
18	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,204,215	1.09%	-42,259	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,120,416	1.07%	+1,443,959	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	College Retirement Equities Fund - Growth Account Fund S000005082 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,913,295	0.50%	+1,006,445	Jun 30, 2026	College Retirement Equities Fund, not summed
19.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	761,986	0.20%	+260,424	Jun 30, 2026	College Retirement Equities Fund, not summed
19.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	318,287	0.08%	+51	Jul 31, 2026	TIAA-CREF Funds, not summed
19.4	Nuveen Large Cap Growth Fund Fund S000012197 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	250,267	0.07%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
19.5	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	216,075	0.06%	-13,466	Jul 31, 2026	TIAA-CREF Funds, not summed
20	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,794,360	0.99%	+468,380	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	VANGUARD WELLINGTON FUND Fund S000004406 · Registered fund · May 31, 2026 VANGUARD WELLINGTON FUND, not summed	1,213,671	0.32%	—	May 31, 2026	VANGUARD WELLINGTON FUND, not summed
20.2	GROWTH PORTFOLIO Fund S000004401 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	69,946	0.02%	—	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,704,398	0.96%	+117,445	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	114,145	0.03%	+4,224	Jun 30, 2026	Northern Funds, not summed
21.2	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	55,689	0.01%	-1,731	Jul 31, 2026	FlexShares Trust, not summed
21.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	8,216	0.00%	-100	Jul 31, 2026	FlexShares Trust, not summed
21.4	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,201	0.00%	-73	Jun 30, 2026	Northern Funds, not summed
22	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,622,661	0.94%	-1,825,912	Jun 30, 2026	carried, not yet filed for the newest quarter
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,228,483	0.84%	+658,673	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs Mid Cap Growth Fund Fund S000009321 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	98,034	0.03%	-66,800	May 31, 2026	Goldman Sachs Trust, not summed
23.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	44,721	0.01%	+3,566	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.3	Goldman Sachs Hedge Industry VIP ETF Fund S000053625 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	29,294	0.01%	-8,324	May 31, 2026	Goldman Sachs ETF Trust, not summed
23.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	23,927	0.01%	+8,267	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
23.5	Goldman Sachs Large Cap Growth Insights Fund Fund S000009328 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	21,773	0.01%	-3,785	Jul 31, 2026	Goldman Sachs Trust, not summed
24	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,129,427	0.81%	-196,898	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Ultra Fund Fund S000006195 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	1,526,000	0.40%	+164,000	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
24.2	Growth Fund Fund S000006205 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	298,769	0.08%	—	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
24.3	Heritage Fund Fund S000006206 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	168,945	0.04%	-596,494	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
24.4	Disciplined Core Equity Fund Fund S000005977 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	24,838	0.01%	+13,299	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
24.5	Disciplined Growth Fund Fund S000005976 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	11,164	0.00%	-565	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,052,779	0.79%	+94,950	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	858,804	0.22%	+9,546	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	813,955	0.21%	+80,345	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	405,671	0.11%	+12,454	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	233,464	0.06%	+7,662	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	226,293	0.06%	+4,533	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,942,659	0.76%	+32,576	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,686,683	0.70%	+13,923	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	53,963	0.01%	+15,519	Jun 30, 2026	AQR Funds, not summed
27.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	35,620	0.01%	-93,249	Jun 30, 2026	AQR Funds, not summed
27.3	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	18,095	0.00%	0	Jun 30, 2026	AQR Funds, not summed
27.4	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	11,519	0.00%	-22,148	Jun 30, 2026	AQR Funds, not summed
27.5	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	9,373	0.00%	—	Jun 30, 2026	AQR Funds, not summed
28	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,486,910	0.65%	-182,974	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Columbia Cornerstone Growth Fund Fund S000012081 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	312,405	0.08%	+12,426	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
28.2	Columbia Variable Portfolio - Cornerstone Growth Fund Fund S000019840 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	130,807	0.03%	+1,547	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
28.3	Columbia Variable Portfolio - Cornerstone Equity Fund Fund S000060079 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	108,564	0.03%	-16,045	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
28.4	Columbia Large Cap Growth Opportunity Fund Fund S000010797 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	65,585	0.02%	-17,604	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
28.5	Columbia Cornerstone Equity Fund Fund S000010795 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	49,429	0.01%	—	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
29	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,423,954	0.63%	+2,146	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	398,877	0.10%	-1,878	Jul 31, 2026	Dimensional ETF Trust, not summed
29.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	285,194	0.07%	-1,832	Jul 31, 2026	Dimensional ETF Trust, not summed
29.3	U.S. High Relative Profitability Portfolio Fund S000057237 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	251,231	0.07%	-8,542	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	182,574	0.05%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	164,767	0.04%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
30	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,381,476	0.62%	-29,166	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	29,217	0.01%	+30	Jul 31, 2026	BNY Mellon ETF Trust, not summed
31	JPMorgan Large Cap Growth Fund Fund S000003856 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	2,259,603	0.59%	—	Jun 30, 2026	JPMorgan Trust II, not summed
32	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	2,256,647	0.59%	-21,111	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	PACE Large Co Growth Equity Investments Fund S000002972 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	11,448	0.00%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
32.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	226	0.00%	—	May 31, 2026	UBS INVESTMENT TRUST, not summed
32.3	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	92	0.00%	+7	Jun 30, 2026	UBS FUNDS, not summed
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,207,252	0.57%	+8	Jun 30, 2026	carried, not yet filed for the newest quarter
34	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,195,625	0.57%	+106,297	Jun 30, 2026	carried, not yet filed for the newest quarter
35	COOPERMAN LEON G 13F CIK 898382 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,157,789	0.56%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,138,967	0.56%	+23,444	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	2,085,188	0.54%	-71,793	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
38	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,878,379	0.49%	+1,407,409	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,851,373	0.48%	-763,329	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Sep 30, 2026	1,656,314	0.43%	-260,318	Sep 30, 2026
41	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,621,215	0.42%	-451,289	Jun 30, 2026	carried, not yet filed for the newest quarter
42	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,513,057	0.39%	-75,129	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	DWS Capital Growth Fund Fund S000005705 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	93,928	0.02%	-1,283	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
42.2	DWS Capital Growth VIP Fund S000006245 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES I, not summed	41,016	0.01%	-1,401	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES I, not summed
42.3	DWS Large Cap Focus Growth Fund Fund S000005707 · Registered fund · Jul 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	25,730	0.01%	-3,100	Jul 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
42.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	21,927	0.01%	-4,401	May 29, 2026	DBX ETF Trust, not summed
42.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	11,913	0.00%	-410	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
43	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,477,862	0.38%	+716,241	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Value Aligned Research Advisors, LLC 13F CIK 1963565 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,437,807	0.37%	-502,062	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ALKEON CAPITAL MANAGEMENT LLC 13F CIK 1230239 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,421,980	0.37%	-1,080,000	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,391,089	0.36%	-13,833	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,370,671	0.36%	-186,913	Jun 30, 2026	carried, not yet filed for the newest quarter
48	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,325,407	0.34%	+1,324,231	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,317,408	0.34%	+451,996	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Janus Henderson VIT Research Portfolio Fund S000010395 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	18,623	0.00%	—	Jun 30, 2026	Janus Aspen Series, not summed
49.2	Janus Henderson Global Artificial Intelligence ETF Fund S000094567 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	1,276	0.00%	+6	Jul 31, 2026	Janus Detroit Street Trust, not summed
50	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,284,560	0.33%	-485,627	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1674101 CUSIP 92537N108 13F (30d) 435 filings 423 filers Visit website Investor relations