WEX · WEX Inc. · Shareholders & Ownership

$194.90 -3.24 (-1.64%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$6.55B

34.08M

Volume · Oct 23 152.61K Avg daily vol (3M) 629.92K

Every disclosed holder of WEX 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 WEX

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)	421	39,590,914	116.17%	Yes
Insiders (Forms 3, 4, 5)	22	617,021	1.81%	Yes
13D/G-only blocks	1	2,252,000	6.61%	Yes
Remaining	—	8,378,324	-24.58%	Negative
Registered funds (N-PORT, not summed)	393	16,181,657	47.48%	No

Shares outstanding: 34,081,611, 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 WEX

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	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,967,061	11.64%	+50,988	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	215,829	0.63%	+5,475	Jun 30, 2026	Janus Aspen Series, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,167,005	9.29%	+61,564	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,185,336	3.48%	+50,035	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	140,474	0.41%	+9,744	Jun 30, 2026	iShares Trust, not summed
2.3	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	122,114	0.36%	-634	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	71,219	0.21%	-1,443	Jun 30, 2026	iShares Trust, not summed
2.5	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	71,152	0.21%	-100	Jun 30, 2026	iShares Trust, not summed
3	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	2,499,077	7.33%	0	Jun 30, 2026	Janus Investment Fund, not summed
4	PAR CAPITAL MANAGEMENT INC 13F CIK 1051359 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,254,984	6.62%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
5	PAR Investment Partners, L.P. 13G CIK 1066867 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor	2,252,000	6.61%	+401,500	Dec 31, 2025	Rule 13d-1(d), exempt investor
6	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,949,295	5.72%	-150,973	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	54	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
7	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,801,385	5.29%	+576,081	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	1,801,385	5.29%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7.2	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	337,300	0.99%	-900	Jul 31, 2026	Fidelity Capital Trust, not summed
7.3	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	214,100	0.63%	—	Jul 31, 2026	Fidelity Capital Trust, not summed
7.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	177,415	0.52%	-2,813	May 31, 2026	Fidelity Concord Street Trust, not summed
7.5	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	159,667	0.47%	+6,700	May 31, 2026	Fidelity Rutland Square Trust II, not summed
8	Wolfe Lauren Taylor Insider CIK 1699118 · Sep 30, 2026 Director, issuer-wide, not summed	1,707,457	5.01%	+125	Sep 30, 2026	Director, issuer-wide, not summed
9	Impactive Capital LP 13F CIK 1786767 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,707,253	5.01%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,513,612	4.44%	-28,834	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,493,028	4.38%	-167,745	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,430,765	4.20%	-52,838	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Eaton Vance Atlanta Capital SMID-Cap Fund Fund S000005198 · Registered fund · Jun 30, 2026 Eaton Vance Growth Trust, not summed	1,209,692	3.55%	-152,242	Jun 30, 2026	Eaton Vance Growth Trust, not summed
14	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,133,228	3.33%	+41,815	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	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	175,471	0.51%	+7,810	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	31,607	0.09%	+840	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.3	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	21,831	0.06%	+27	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	12,111	0.04%	+200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14.5	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	8,675	0.03%	+80	Jun 30, 2026	SPDR SERIES TRUST, not summed
15	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,046,475	3.07%	-43,654	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	857,373	2.52%	-25,632	Jun 30, 2026	carried, not yet filed for the newest quarter
17	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	815,695	2.39%	-7,986	Jun 30, 2026	carried, not yet filed for the newest quarter
18	LYRICAL ASSET MANAGEMENT LP 13F CIK 1542302 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	770,524	2.26%	+9,588	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	LYRICAL U.S. VALUE EQUITY FUND Fund S000039711 · Registered fund · May 31, 2026 Ultimus Managers Trust, not summed	84,858	0.25%	-4,432	May 31, 2026	Ultimus Managers Trust, not summed
19	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	755,637	2.22%	-35,410	Jun 30, 2026	VANGUARD INDEX 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	733,560	2.15%	+47,425	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	130,981	0.38%	+8,659	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	114,925	0.34%	+8,948	Jul 31, 2026	Dimensional ETF Trust, not summed
20.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	76,783	0.23%	+1,346	Jul 31, 2026	Dimensional ETF Trust, not summed
20.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	49,570	0.15%	+2,236	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	48,901	0.14%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21	TURTLE CREEK ASSET MANAGEMENT INC. 13F CIK 1484148 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	728,088	2.14%	+58,753	Jun 30, 2026	carried, not yet filed for the newest quarter
22	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	671,582	1.97%	+15,745	Jun 30, 2026	carried, not yet filed for the newest quarter
23	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	582,786	1.71%	+307,959	Jun 30, 2026	carried, not yet filed for the newest quarter
24	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	549,632	1.61%	-47,968	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	5,576	0.02%	+500	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
24.2	SIIT LARGE CAP INDEX FUND Fund S000006768 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	1,000	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
24.3	Catholic Values Equity Fund Fund S000048320 · Registered fund · May 31, 2026 SEI CATHOLIC VALUES TRUST, not summed	324	0.00%	0	May 31, 2026	SEI CATHOLIC VALUES TRUST, not summed
24.4	AMT Diversified Equity Fund Fund S000073478 · Registered fund · Jul 31, 2026 ADVISER MANAGED TRUST, not summed	161	0.00%	0	Jul 31, 2026	ADVISER MANAGED TRUST, not summed
24.5	New Covenant Growth Fund Fund S000024941 · Registered fund · Jun 30, 2026 NEW COVENANT FUNDS, not summed	55	0.00%	0	Jun 30, 2026	NEW COVENANT FUNDS, not summed
25	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	547,682	1.61%	+336,442	Jun 30, 2026	carried, not yet filed for the newest quarter
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	487,579	1.43%	+9,026	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	165,088	0.48%	-1,510	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	108,181	0.32%	-15	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	92,667	0.27%	+92	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	33,431	0.10%	+4,629	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	21,695	0.06%	+1,508	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	478,467	1.40%	-25,317	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	SNYDER CAPITAL MANAGEMENT L P 13F CIK 1050477 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	466,244	1.37%	+95,580	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NEW SOUTH CAPITAL MANAGEMENT INC 13F CIK 1044797 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	444,624	1.30%	+195,861	Jun 30, 2026	carried, not yet filed for the newest quarter
30	River Road Asset Management, LLC 13F CIK 1341401 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	424,915	1.25%	-51,162	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	397,602	1.17%	+15,219	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	386,978	1.14%	+150,380	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Hotchkis and Wiley Small Cap Value Fund Fund S000006215 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	90,650	0.27%	+44,350	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
32.2	Hotchkis and Wiley Mid-Cap Value Fund Fund S000006214 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	36,600	0.11%	+23,900	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
32.3	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	28,900	0.08%	+7,600	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
32.4	Hotchkis & Wiley SMID Cap Diversified Value Fund Fund S000091359 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	93	0.00%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
33	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	381,242	1.12%	+42,785	Jun 30, 2026	carried, not yet filed for the newest quarter
34	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 13F CIK 932974 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	367,338	1.08%	-7,772	Jun 30, 2026	carried, not yet filed for the newest quarter
35	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	365,109	1.07%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
36	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	351,672	1.03%	+18,820	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	22,542	0.07%	+989	Jun 30, 2026	Northern Funds, not summed
36.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,110	0.02%	+1,412	Jul 31, 2026	FlexShares Trust, not summed
36.3	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,508	0.01%	—	Jun 30, 2026	Northern Funds, not summed
37	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	349,233	1.02%	-13,139	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Smith Melissa D Insider CIK 1317498 · Sep 1, 2026 Director, Chair, CEO, and President, issuer-wide	346,988	1.02%	+154,734	Sep 1, 2026	Director, Chair, CEO, and President, issuer-wide
39	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	342,363	1.00%	+52,602	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Capital Group U.S. Small and Mid Cap ETF Fund S000088874 · Registered fund · May 31, 2026 Capital Group Equity ETF Trust I, not summed	340,475	1.00%	+212,302	May 31, 2026	Capital Group Equity ETF Trust I, not summed
41	ARIEL INVESTMENTS, LLC 13F CIK 936753 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	331,383	0.97%	-6,341	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	317,400	0.93%	-57,648	Jun 30, 2026	carried, not yet filed for the newest quarter
43	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	306,816	0.90%	-549	Jun 30, 2026	carried, not yet filed for the newest quarter
44	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	266,744	0.78%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
45	HAWK RIDGE CAPITAL MANAGEMENT LP 13F CIK 1609074 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	245,411	0.72%	+81,940	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Janus Henderson Triton Fund Fund S000010485 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	240,317	0.71%	+3,923	Jun 30, 2026	Janus Investment Fund, not summed
47	Solel Partners LP 13F CIK 1790604 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	222,387	0.65%	+55,387	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	218,743	0.64%	+5,086	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	217,396	0.64%	-15,286	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,219	0.00%	+57	Jul 31, 2026	BNY Mellon ETF Trust, not summed
50	Sunriver Management LLC 13F CIK 1663900 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	202,518	0.59%	-1,176	Jun 30, 2026	carried, not yet filed for the newest quarter

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

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 639 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1309108 CUSIP 96208T104 13F (30d) 66 filings 65 filers Visit website Investor relations