VRTX · Vertex Pharmaceuticals Inc · Shareholders & Ownership

$517.49 -6.44 (-1.23%)

S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked

Market Cap

$130.00B

253.46M

Volume · Oct 26 1.14M Avg daily vol (3M) 1.18M

Every disclosed holder of VRTX 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 VRTX

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

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	1,795	242,411,621	95.64%	Yes
Insiders (Forms 3, 4, 5)	24	577,319	0.23%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	10,471,984	4.13%	Rest
Registered funds (N-PORT, not summed)	1,102	125,591,807	49.55%	No

Shares outstanding: 253,460,924, 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 VRTX

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	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	26,115,014	10.30%	+746,890	Jun 30, 2026	carried, not yet filed for the newest quarter
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	24,109,373	9.51%	+139,856	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,491,802	1.38%	+225,193	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Biotechnology ETF Fund S000004350 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,478,300	0.58%	+124,267	Jun 30, 2026	iShares Trust, not summed
2.3	iShares MSCI USA Min Vol Factor ETF Fund S000031838 · Registered fund · Jul 31, 2026 iShares Trust, not summed	722,470	0.29%	-3,208	Jul 31, 2026	iShares Trust, not summed
2.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	567,848	0.22%	—	Jun 30, 2026	iShares Trust, not summed
2.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	417,566	0.16%	-20,695	Jun 30, 2026	iShares Trust, not summed
3	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,490,637	7.69%	-1,635,327	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,580,713	6.54%	+67,903	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	12,497,307	4.93%	-1,269,743	May 31, 2026	Growth Fund of America, not summed
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	11,871,459	4.68%	+141,320	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) Health Care Select Sector SPDR(R) ETF Fund S000006412 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,793,091	0.71%	-55,271	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
6.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	605,056	0.24%	+71,540	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	308,772	0.12%	+9,694	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) S&P(R) Biotech ETF Fund S000010018 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	228,475	0.09%	+56,397	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	95,392	0.04%	+2,960	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,058,128	3.18%	-11,091	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,043,052	3.17%	+2,711,498	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Invesco NASDAQ 100 ETF Fund S000069448 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,079,409	0.43%	+114,212	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
8.2	Invesco American Franchise Fund Fund S000027822 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	434,595	0.17%	+375,929	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
8.3	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	427,631	0.17%	+85,011	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
8.4	Invesco Health Care Fund Fund S000000235 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	50,958	0.02%	0	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
8.5	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	43,985	0.02%	+251	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,576,510	2.59%	+121,349	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,517,600	2.57%	-515,556	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	6,269,142	2.47%	0	Jun 30, 2026	Investment Co of America, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,017,848	2.37%	-121,773	Jun 30, 2026	carried, not yet filed for the newest quarter
13	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	5,558,357	2.19%	-372,561	Jun 30, 2026	American Balanced Fund, not summed
14	Invesco QQQ Trust, Series 1 Fund S000101292 · Registered fund · Jun 30, 2026 Invesco QQQ Trust, Series 1, not summed	5,387,574	2.13%	+36,100	Jun 30, 2026	Invesco QQQ Trust, Series 1, not summed
15	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,878,987	1.92%	-266,622	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,695,144	1.85%	-430,933	Jun 30, 2026	carried, not yet filed for the newest quarter
17	AMCAP Fund Fund S000008817 · Registered fund · May 31, 2026 AMCAP Fund, not summed	4,651,898	1.84%	+30,631	May 31, 2026	AMCAP Fund, not summed
18	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,920,953	1.55%	-82,868	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Loomis Sayles Growth Fund Fund S000006699 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	1,025,313	0.40%	-59,374	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
18.2	Loomis Sayles Global Growth Fund Fund S000053353 · Registered fund · May 31, 2026 Natixis Funds Trust II, not summed	5,379	0.00%	-280	May 31, 2026	Natixis Funds Trust II, not summed
19	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	3,366,011	1.33%	0	Jun 30, 2026	New Perspective Fund, not summed
20	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,347,253	1.32%	+2,796,121	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Putnam Large Cap Value Fund Fund S000005581 · Registered fund · Jul 31, 2026 Putnam Large Cap Value Fund, not summed	1,667,112	0.66%	—	Jul 31, 2026	Putnam Large Cap Value Fund, not summed
20.2	Franklin Biotechnology Discovery Fund Fund S000006882 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	85,620	0.03%	-11,816	Jul 31, 2026	Franklin Strategic Series, not summed
20.3	Putnam Global Health Care Fund Fund S000005666 · Registered fund · May 31, 2026 Putnam Global Health Care Fund, not summed	64,340	0.03%	-9,520	May 31, 2026	Putnam Global Health Care Fund, not summed
20.4	Putnam VT Large Cap Value Fund Fund S000003894 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	61,237	0.02%	—	Jun 30, 2026	Putnam Variable Trust, not summed
20.5	Franklin Global Allocation Fund Fund S000007241 · Registered fund · Jun 30, 2026 Franklin Fund Allocator Series, not summed	21,401	0.01%	—	Jun 30, 2026	Franklin Fund Allocator Series, not summed
21	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,247,658	1.28%	+35,069	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	VANGUARD HEALTH CARE FUND Fund S000002922 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,890,142	0.75%	+88,223	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,242,139	1.28%	+53,258	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	812	0.00%	+10	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
22.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	534	0.00%	+62	Jul 31, 2026	E Trade Trust, not summed
22.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	403	0.00%	+99	Jul 31, 2026	E Trade Trust, not summed
22.4	Vitality Portfolio Fund S000074797 · Registered fund · Mar 31, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	128	0.00%	—	Mar 31, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
22.5	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	108	0.00%	0	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
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	3,086,683	1.22%	+29,287	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	1,119	0.00%	-65	May 31, 2026	UBS INVESTMENT TRUST, not summed
23.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	420	0.00%	-26	Jun 30, 2026	UBS FUNDS, not summed
24	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,039,178	1.20%	+160,995	Jun 30, 2026	carried, not yet filed for the newest quarter
25	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,019,315	1.19%	-891,471	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	AB LARGE CAP GROWTH FUND INC Fund S000010251 · Registered fund · Jun 30, 2026 AB LARGE CAP GROWTH FUND INC, not summed	486,048	0.19%	-200,975	Jun 30, 2026	AB LARGE CAP GROWTH FUND INC, not summed
25.2	AB Growth Fund Fund S000010509 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	33,929	0.01%	0	Jun 30, 2026	AB PORTFOLIOS, not summed
25.3	AB Disruptors ETF Fund S000079470 · Registered fund · Aug 31, 2026 AB Active ETFs, Inc., not summed	29,356	0.01%	+5,455	Aug 31, 2026	AB Active ETFs, Inc., not summed
25.4	AB US Large Cap Strategic Equities ETF Fund S000080208 · Registered fund · Aug 31, 2026 AB Active ETFs, Inc., not summed	22,292	0.01%	+3,235	Aug 31, 2026	AB Active ETFs, Inc., not summed
25.5	AB Large Cap Growth Portfolio Fund S000010432 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	22,080	0.01%	-8,865	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
26	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,998,530	1.18%	+258,471	Jun 30, 2026	carried, not yet filed for the newest quarter
27	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,971,681	1.17%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,784,526	1.10%	-4,219	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,604,822	1.03%	-28,659	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Columbia Intrinsic Value Fund Fund S000031354 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	101,584	0.04%	+12,484	May 31, 2026	Columbia Funds Series Trust II, not summed
29.2	Multi-Manager Large Cap Growth Strategies Fund Fund S000091548 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	90,832	0.04%	-15,769	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
29.3	Columbia Cornerstone Growth Fund Fund S000012081 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	65,612	0.03%	-80,427	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
29.4	Columbia Variable Portfolio - Cornerstone Growth Fund Fund S000019840 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	56,825	0.02%	-6,102	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
29.5	Columbia Disciplined Core Fund Fund S000031356 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	53,213	0.02%	+11,096	Jul 31, 2026	Columbia Funds Series Trust II, not summed
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,486,478	0.98%	-77,786	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	75,422	0.03%	+2,282	Jun 30, 2026	Northern Funds, not summed
30.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,816	0.00%	+80	Jun 30, 2026	Northern Funds, not summed
30.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,268	0.00%	+1,724	Jul 31, 2026	FlexShares Trust, not summed
30.4	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,200	0.00%	-40	Jul 31, 2026	FlexShares Trust, not summed
30.5	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,008	0.00%	-84	Jul 31, 2026	FlexShares Trust, not summed
31	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,481,761	0.98%	+63,886	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	79,405	0.03%	+29,140	Jun 30, 2026	Goldman Sachs Trust, not summed
31.2	Goldman Sachs Nasdaq-100 Premium Income ETF Fund S000081510 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	65,077	0.03%	+19,704	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
31.3	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	26,414	0.01%	-4,910	May 31, 2026	Goldman Sachs ETF Trust, not summed
31.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	19,878	0.01%	+5,300	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
31.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,646	0.01%	-399	May 31, 2026	Goldman Sachs ETF Trust, not summed
32	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,342,915	0.92%	-358,060	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Capital World Growth & Income Fund Fund S000009001 · Registered fund · May 31, 2026 Capital World Growth & Income Fund, not summed	2,338,257	0.92%	+65,094	May 31, 2026	Capital World Growth & Income Fund, not summed
34	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,173,152	0.86%	+284,631	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Victory Pioneer Fund Fund S000089764 · Registered fund · Jun 30, 2026 Victory Portfolios IV, not summed	422,068	0.17%	+85,587	Jun 30, 2026	Victory Portfolios IV, not summed
34.2	Victory Pioneer Fundamental Growth Fund Fund S000089760 · Registered fund · Jun 30, 2026 Victory Portfolios IV, not summed	336,906	0.13%	+54	Jun 30, 2026	Victory Portfolios IV, not summed
34.3	Victory Nasdaq-100 Index Fund Fund S000012907 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	103,773	0.04%	-5,295	Jul 31, 2026	Victory Portfolios III, not summed
34.4	Victory Growth Fund Fund S000012895 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	73,339	0.03%	-4,064	Jul 31, 2026	Victory Portfolios III, not summed
34.5	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	59,373	0.02%	-1,038	Jul 31, 2026	Victory Portfolios III, 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	2,041,282	0.81%	+120,411	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	566,940	0.22%	+3,426	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	541,983	0.21%	+55,539	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	269,312	0.11%	+7,704	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	153,682	0.06%	+3,672	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	150,338	0.06%	+2,669	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	1,975,814	0.78%	-275,000	Jul 31, 2026	Washington Mutual Investors Fund, not summed
37	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,870,015	0.74%	-85,749	Jun 30, 2026	carried, not yet filed for the newest quarter
38	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,728,421	0.68%	-31,701	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	T. Rowe Price Health Sciences Fund, Inc. Fund S000002088 · Registered fund · Jun 30, 2026 T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed	548,135	0.22%	-43,160	Jun 30, 2026	T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
38.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	157,111	0.06%	-1,611	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
38.3	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	85,676	0.03%	-2,846	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
38.4	T. Rowe Price Health Sciences Portfolio Fund S000002083 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY SERIES, INC., not summed	34,183	0.01%	-1,862	Jun 30, 2026	T. ROWE PRICE EQUITY SERIES, INC., not summed
38.5	T. Rowe Price Hedged Equity Fund Fund S000080479 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	19,748	0.01%	-1,594	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
39	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,672,623	0.66%	+86,196	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	21,640	0.01%	+22	Jul 31, 2026	BNY Mellon ETF Trust, not summed
40	Growth Fund Fund S000008791 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	1,640,858	0.65%	+92,258	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
41	New Economy Fund Fund S000009598 · Registered fund · May 31, 2026 New Economy Fund, not summed	1,618,634	0.64%	+297,883	May 31, 2026	New Economy Fund, not summed
42	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,579,110	0.62%	+41,374	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	15,327	0.01%	-3,312	May 29, 2026	DBX ETF Trust, not summed
42.2	DWS Health and Wellness Fund Fund S000006103 · Registered fund · May 31, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	12,681	0.01%	-900	May 31, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
42.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	7,870	0.00%	-312	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
42.4	DWS Enhanced Core Equity Fund Fund S000062621 · Registered fund · May 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	5,068	0.00%	-65	May 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
42.5	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	4,305	0.00%	+76	Aug 31, 2026	DBX ETF Trust, not summed
43	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,546,509	0.61%	+74,013	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Growth-Income Fund Fund S000008795 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	1,464,610	0.58%	0	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
45	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,457,158	0.57%	-563,107	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,250,444	1.28%	+21,552	May 31, 2026	Fidelity Concord Street Trust, not summed
45.2	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	480,516	0.19%	+6,061	May 31, 2026	Fidelity Concord Street Trust, not summed
45.3	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	424,736	0.17%	-3,948	May 31, 2026	Fidelity Rutland Square Trust II, not summed
45.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	387,920	0.15%	+12,188	May 31, 2026	Fidelity Concord Street Trust, not summed
45.5	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	181,265	0.07%	0	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
46	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,425,390	0.56%	-40,334	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	1,377,846	0.54%	-54,343	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
48	JPMorgan Equity Premium Income ETF Fund S000068402 · Registered fund · Jun 30, 2026 J.P. Morgan Exchange-Traded Fund Trust, not summed	1,319,151	0.52%	+101,399	Jun 30, 2026	J.P. Morgan Exchange-Traded Fund Trust, not summed
49	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,259,997	0.50%	-871,530	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Janus Henderson VIT Balanced Portfolio Fund S000010394 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	59,952	0.02%	-56,090	Jun 30, 2026	Janus Aspen Series, not summed
49.2	Janus Henderson VIT Global Research Portfolio Fund S000010402 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	8,936	0.00%	-110	Jun 30, 2026	Janus Aspen Series, not summed
49.3	Janus Henderson VIT Global Sustainable Equity Portfolio Fund S000074910 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	252	0.00%	+6	Jun 30, 2026	Janus Aspen Series, not summed
50	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	1,219,311	0.48%	+459,747	Sep 30, 2026

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

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Key facts CIK 875320 CUSIP 92532F100 13F (30d) 509 filings 487 filers Visit website Investor relations