WHR · Whirlpool Corp · Shareholders & Ownership

$28.79 +2.26 (+8.52%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$1.85B

65.20M

Volume · Oct 22 4.91M Avg daily vol (3M) 2.79M

Every disclosed holder of WHR 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 WHR

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)	450	66,084,498	101.36%	Yes
Insiders (Forms 3, 4, 5)	20	292,663	0.45%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,177,783	-1.81%	Negative
Registered funds (N-PORT, not summed)	266	22,901,974	35.13%	No

Shares outstanding: 65,199,378, 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 WHR

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	6,016,618	9.23%	-1,246,396	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,157,814	9.44%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,218,327	3.40%	+114,747	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	324,749	0.50%	+2,699	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	262,081	0.40%	+31,488	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	140,458	0.22%	+2,014	Jun 30, 2026	iShares Trust, not summed
2	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,057,078	7.76%	+42,358	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,660,776	8.68%	-973,878	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Fidelity High Dividend ETF Fund S000054749 · Registered fund · Jul 31, 2026 Fidelity Covington Trust, not summed	1,500,184	2.30%	+79,959	Jul 31, 2026	Fidelity Covington Trust, not summed
2.3	Fidelity Series Large Cap Stock Fund Fund S000039214 · Registered fund · Jun 30, 2026 Fidelity Hastings Street Trust, not summed	656,963	1.01%	+23,900	Jun 30, 2026	Fidelity Hastings Street Trust, not summed
2.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	523,152	0.80%	0	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.5	Fidelity Growth and Income Portfolio Fund S000007198 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	337,894	0.52%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
3	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,597,189	5.52%	-149,179	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	VANGUARD PRIMECAP FUND Fund S000002568 · Registered fund · Jun 30, 2026 VANGUARD CHESTER FUNDS, not summed	2,556,832	3.92%	-12,500	Jun 30, 2026	VANGUARD CHESTER FUNDS, not summed
3.2	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	631,944	0.97%	-25,000	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
3.3	PRIMECAP Odyssey Stock Fund Fund S000005539 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	193,680	0.30%	-79,359	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
3.4	PRIMECAP PORTFOLIO Fund S000004397 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	70,900	0.11%	0	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
4	MILLENNIUM MANAGEMENT LLC 13G CIK 1273087 · Registered investment adviser · Oct 13, 2026 Rule 13d-1(c), passive investor, not summed	3,471,173	5.32%	—	Oct 13, 2026	Rule 13d-1(c), passive investor, not summed
4.1	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,429,381	2.19%	+620,857	Jun 30, 2026	carried, not yet filed for the newest quarter
5	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,453,534	5.30%	+3,007,599	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,453,534	5.30%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	265,530	0.41%	—	Jun 30, 2026	AQR Funds, not summed
5.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	178,912	0.27%	—	Jun 30, 2026	AQR Funds, not summed
5.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	147,664	0.23%	—	Jun 30, 2026	AQR Funds, not summed
5.5	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	55,493	0.09%	—	Jun 30, 2026	AQR Funds, not summed
6	RWWM, Inc. 13F CIK 1507683 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,140,419	4.82%	+717,801	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,964,883	4.55%	+23,889	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,914,508	4.47%	+77,665	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Newport Trust Company, LLC 13F CIK 1722329 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,889,750	4.43%	+307,862	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,746,540	4.21%	+109,811	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,052,351	3.15%	+36,462	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,028,719	3.11%	+31,050	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	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	327,636	0.50%	+17,613	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	99,557	0.15%	+2,467	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	20,700	0.03%	-400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12.4	State Street(R) SPDR(R) Russell 1000 Yield Focus ETF Fund S000051787 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	13,617	0.02%	-1,405	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.5	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	11,156	0.02%	+160	Jun 30, 2026	SPDR SERIES TRUST, not summed
13	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,547,522	2.37%	+136,622	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,484,664	2.28%	+22,763	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	HighTower Advisors, LLC 13F CIK 1462245 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,054,491	1.62%	-95,300	Jun 30, 2026	carried, not yet filed for the newest quarter
16	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,016,112	1.56%	-853,651	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Nykredit A/S 13F CIK 1847328 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	954,309	1.46%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	941,733	1.44%	+10,789	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	884,530	1.36%	-5,374	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	305,986	0.47%	-36	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	173,571	0.27%	-2,239	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	171,973	0.26%	+1,652	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	108,244	0.17%	+21,625	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	40,000	0.06%	+2,919	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	853,203	1.31%	+525,832	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Curi Capital, LLC 13F CIK 1332905 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	848,418	1.30%	+183,773	Jun 30, 2026	carried, not yet filed for the newest quarter
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	826,828	1.27%	-259,398	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	71	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
23	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	782,895	1.20%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	744,828	1.14%	+37,257	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	APPALOOSA LP 13F CIK 1656456 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	715,000	1.10%	-1,235,000	Jun 30, 2026	carried, not yet filed for the newest quarter
26	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	699,079	1.07%	+287,434	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Neuberger Intrinsic Value Fund Fund S000028676 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	155,756	0.24%	+42,275	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
27	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	669,463	1.03%	+669,463	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Slate Path Capital LP 13F CIK 1559706 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	662,300	1.02%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	624,081	0.96%	+260,850	Jun 30, 2026	carried, not yet filed for the newest quarter
30	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	574,832	0.88%	+570,262	Jun 30, 2026	carried, not yet filed for the newest quarter
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	557,223	0.85%	+30,397	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	41,756	0.06%	+1,731	Jun 30, 2026	Northern Funds, not summed
31.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	15,326	0.02%	+5,316	Jul 31, 2026	FlexShares Trust, not summed
32	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	545,600	0.84%	+91,441	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	524,944	0.81%	+148,153	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	90,374	0.14%	—	Jun 30, 2026	PIMCO Equity Series, not summed
33.2	PIMCO RAE US Fund Fund S000048956 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	71,643	0.11%	-2,133	Jun 30, 2026	PIMCO Equity Series, not summed
33.3	PIMCO RAFI ESG U.S. ETF Fund S000066985 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	2,463	0.00%	+354	Jun 30, 2026	PIMCO Equity Series, not summed
33.4	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	2,072	0.00%	+276	Jun 30, 2026	PIMCO Equity Series, not summed
34	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	505,388	0.78%	-3,978	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	267,614	0.41%	-1,487	Jul 31, 2026	TIAA-CREF Funds, not summed
34.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	77,468	0.12%	+46,724	Jul 31, 2026	TIAA-CREF Funds, not summed
34.3	Nuveen Mid Cap Value Opportunities Fund Fund S000005556 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	41,207	0.06%	0	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
34.4	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	30,489	0.05%	+12,598	Jul 31, 2026	NuShares ETF Trust, not summed
34.5	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	26,074	0.04%	+566	Jun 30, 2026	College Retirement Equities Fund, not summed
35	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	498,760	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
35.1	Guggenheim Active Allocation Fund Fund · Registered fund · May 29, 2026 Guggenheim Active Allocation Fund, not summed	1,379	0.00%	—	May 29, 2026	Guggenheim Active Allocation Fund, not summed
36	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	473,941	0.73%	+286,892	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Goldman Sachs JUST U.S. Large Cap Equity ETF Fund S000061377 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	717	0.00%	+39	May 31, 2026	Goldman Sachs ETF Trust, not summed
36.2	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	681	0.00%	-54	May 31, 2026	Goldman Sachs ETF Trust, not summed
36.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	68	0.00%	-25	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
37	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	431,358	0.66%	+100,186	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	125,742	0.19%	+34,122	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
37.2	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	74,277	0.11%	+10,788	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
37.3	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	54,888	0.08%	+276	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
37.4	Invesco S&P Midcap 400 QVM Multi-Factor ETF Fund S000072319 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	9,237	0.01%	+1,953	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
37.5	Invesco Russell 1000 Equal Weight ETF Fund S000047524 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	7,522	0.01%	+2,116	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
38	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	417,619	0.64%	+417,619	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	409,259	0.63%	+16,404	Jun 30, 2026	carried, not yet filed for the newest quarter
40	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	385,651	0.59%	-24,600	Jun 30, 2026	carried, not yet filed for the newest quarter
41	COMMONWEALTH EQUITY SERVICES, LLC 13F CIK 312272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	382,361	0.59%	+158,215	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	381,016	0.58%	+339,663	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	380,675	0.58%	+4,743	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,102	0.00%	+188	Jul 31, 2026	BNY Mellon ETF Trust, not summed
44	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	343,708	0.53%	-76,019	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	327,751	0.50%	+9,753	Jun 30, 2026	carried, not yet filed for the newest quarter
46	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	316,422	0.49%	+299,874	Jun 30, 2026	carried, not yet filed for the newest quarter
47	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	315,651	0.48%	-1,383,179	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	U.S. VECTOR EQUITY PORTFOLIO Fund S000000982 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	17,768	0.03%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
47.2	Dimensional VA U.S. Targeted Value Portfolio Fund S000000953 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	9,116	0.01%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
47.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	7,981	0.01%	-21,191	Jul 31, 2026	Dimensional ETF Trust, not summed
47.4	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	6,891	0.01%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
47.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	4,723	0.01%	-9,411	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
48	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	280,170	0.43%	-7,976	Jun 30, 2026	carried, not yet filed for the newest quarter
49	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	267,539	0.41%	-41,622	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	264,043	0.41%	+201,296	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 106640 CUSIP 963320106 13F (30d) 85 filings 56 filers Visit website Investor relations