WM · Waste Management Inc · Shareholders & Ownership

$241.02 +1.64 (+0.69%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$95.98B

399.72M

Volume · Oct 26 1.94M Avg daily vol (3M) 2.23M

Every disclosed holder of WM 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 WM

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)	2,381	332,003,599	83.06%	Yes
Insiders (Forms 3, 4, 5)	22	851,558	0.21%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	66,860,027	16.73%	Rest
Registered funds (N-PORT, not summed)	819	105,301,329	26.34%	No

Shares outstanding: 399,715,184, 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 WM

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	30,733,944	7.69%	+535,079	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	5,082,241	1.27%	+308,323	Jun 30, 2026	iShares Trust, not summed
1.2	iShares MSCI USA Min Vol Factor ETF Fund S000031838 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,441,126	0.36%	-6,376	Jul 31, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	607,495	0.15%	—	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	607,372	0.15%	-32,885	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	602,207	0.15%	+168,603	Jul 31, 2026	iShares Trust, not summed
2	GATES FOUNDATION TRUST 13F CIK 1166559 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	26,720,744	6.68%	-921,600	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,179,716	6.30%	+10,203	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	18,008,931	4.51%	+507,209	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,177,447	0.54%	+95,874	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
4.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	880,900	0.22%	+101,317	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	654,745	0.16%	+71,644	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	449,453	0.11%	+12,546	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	ELFUN TRUSTS Fund S000011821 · Registered fund · Jun 30, 2026 ELFUN TRUSTS, not summed	310,184	0.08%	0	Jun 30, 2026	ELFUN TRUSTS, not summed
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	12,747,383	3.19%	-59,215	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,438,136	2.61%	+1,706,093	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	10,121,428	2.53%	-115,237	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	9,572,929	2.39%	+144,569	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,068,808	2.27%	-122,542	Jun 30, 2026	carried, not yet filed for the newest quarter
10	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,086,113	1.77%	-341,294	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Columbia Dividend Income Fund Fund S000012079 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	2,169,096	0.54%	-20,867	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
10.2	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	316,462	0.08%	-40,457	May 31, 2026	Columbia Funds Series Trust II, not summed
10.3	Columbia Variable Portfolio - Contrarian Core Fund Fund S000036673 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	39,809	0.01%	-1,949	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
10.4	Columbia Variable Portfolio - Balanced Fund Fund S000019838 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	25,184	0.01%	-999	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
10.5	Columbia Large Cap Index Fund Fund S000010825 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	17,396	0.00%	-1,353	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
11	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,584,906	1.65%	-492,264	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Global Stars Portfolio Fund S000041864 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	1,903	0.00%	+123	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
11.2	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,297	0.00%	+29	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
11.3	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	848	0.00%	+98	Jul 31, 2026	E Trade Trust, not summed
11.4	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	624	0.00%	+123	Jul 31, 2026	E Trade Trust, not summed
11.5	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	171	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
12	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,771,642	1.19%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
13	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,739,983	1.19%	+335,941	Jun 30, 2026	carried, not yet filed for the newest quarter
14	PARNASSUS INVESTMENTS, LLC 13F CIK 948669 · Registered investment adviser · Sep 30, 2026	4,362,257	1.09%	-429,748	Sep 30, 2026
14.1	Parnassus Core Equity Fund Fund S000000856 · Registered fund · Jun 30, 2026 Parnassus Funds II, not summed	3,591,023	0.90%	-305,449	Jun 30, 2026	Parnassus Funds II, not summed
14.2	Parnassus Value Equity Fund Fund S000000855 · Registered fund · Jun 30, 2026 Parnassus Funds, not summed	520,351	0.13%	+150,143	Jun 30, 2026	Parnassus Funds, not summed
14.3	Parnassus Core Select ETF Fund S000089216 · Registered fund · Jun 30, 2026 Parnassus Funds II, not summed	27,234	0.01%	+2,036	Jun 30, 2026	Parnassus Funds II, not summed
15	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,335,084	1.08%	+73,374	Jun 30, 2026	carried, not yet filed for the newest quarter
16	American Mutual Fund Fund S000008999 · Registered fund · Jul 31, 2026 American Mutual Fund, not summed	4,256,350	1.06%	+601,556	Jul 31, 2026	American Mutual Fund, not summed
17	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,821,540	0.96%	+91,157	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,759,398	0.94%	-149,540	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	FlexShares STOXX Global Broad Infrastructure Index Fund Fund S000042071 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	154,728	0.04%	+3,464	Jul 31, 2026	FlexShares Trust, not summed
18.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	109,707	0.03%	+266	Jun 30, 2026	Northern Funds, not summed
18.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	10,112	0.00%	+256	Jul 31, 2026	FlexShares Trust, not summed
18.4	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,300	0.00%	+1,659	Jul 31, 2026	FlexShares Trust, not summed
18.5	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,705	0.00%	-194	Jun 30, 2026	Northern Funds, not summed
19	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,598,308	0.90%	-48,305	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	74,457	0.02%	-204	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	26,984	0.01%	+1,617	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
19.3	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	20,006	0.01%	-627	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	15,739	0.00%	+1,849	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	13,533	0.00%	-71	May 31, 2026	Goldman Sachs ETF Trust II, not summed
20	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,124,403	0.78%	-225,463	Jun 30, 2026	carried, not yet filed for the newest quarter
21	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	3,121,427	0.78%	+35,322	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	2,872	0.00%	-260	May 31, 2026	UBS INVESTMENT TRUST, not summed
21.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	1,077	0.00%	-105	Jun 30, 2026	UBS FUNDS, not summed
21.3	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	46	0.00%	-48	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
22	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,957,041	0.74%	-510,747	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,878,103	0.72%	-105,330	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,771,422	0.69%	+378,554	Jun 30, 2026	carried, not yet filed for the newest quarter
25	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 13F CIK 1694217 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,753,631	0.69%	+499,406	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,680,349	0.67%	+35,477	Jun 30, 2026	carried, not yet filed for the newest quarter
27	AMCAP Fund Fund S000008817 · Registered fund · May 31, 2026 AMCAP Fund, not summed	2,546,850	0.64%	+962,181	May 31, 2026	AMCAP Fund, not summed
28	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,433,136	0.61%	-41,502	Jun 30, 2026	carried, not yet filed for the newest quarter
29	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,366,960	0.59%	+45,994	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	311,939	0.08%	+16,203	Jul 31, 2026	Dimensional ETF Trust, not summed
29.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	308,977	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	266,340	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	231,963	0.06%	+15,118	Jul 31, 2026	Dimensional ETF Trust, not summed
29.5	U.S. High Relative Profitability Portfolio Fund S000057237 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	144,918	0.04%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,348,368	0.59%	-2,487	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	825,504	0.21%	+613	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	395,407	0.10%	+14,121	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	223,720	0.06%	+4,688	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	220,070	0.06%	+4,253	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	187,016	0.05%	-8,392	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,250,680	0.56%	+419,575	Jun 30, 2026	carried, not yet filed for the newest quarter
32	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,207,477	0.55%	+166,458	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	DWS Core Equity Fund Fund S000005706 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	162,048	0.04%	-3,309	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
32.2	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	26,398	0.01%	+710	Aug 31, 2026	DBX ETF Trust, not summed
32.3	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	25,872	0.01%	+1,592	Aug 31, 2026	DBX ETF Trust, not summed
32.4	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	11,506	0.00%	-449	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
32.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	5,084	0.00%	-44	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,113,039	0.53%	-53,387	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	2,090,338	0.52%	+7,033	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
35	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,054,264	0.51%	-48,643	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	34,099	0.01%	+36	Jul 31, 2026	BNY Mellon ETF Trust, not summed
36	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,014,127	0.50%	-123,914	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	2,005,605	0.50%	-86,611	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
38	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,994,190	0.50%	+106,759	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	831,643	0.21%	+117,785	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
38.2	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	327,640	0.08%	-39,395	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
38.3	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	69,854	0.02%	+1,276	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
38.4	Invesco S&P 500 Equal Weight Industrials ETF Fund S000060815 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	57,621	0.01%	+5,391	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
38.5	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	56,847	0.01%	-4,914	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
39	Bridge Builder Large Cap Growth Fund Fund S000048334 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	1,989,301	0.50%	+227,035	Jun 30, 2026	Bridge Builder Trust, not summed
40	Sustainable Growth Advisers, LP 13F CIK 1290668 · Registered investment adviser · Sep 30, 2026	1,969,192	0.49%	-92,459	Sep 30, 2026
41	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,884,143	0.47%	-839,055	Jun 30, 2026	carried, not yet filed for the newest quarter
42	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,862,554	0.47%	+16,138	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Vontobel Holding Ltd. 13F CIK 1588340 · Unknown · Sep 30, 2026	1,857,814	0.46%	-518,118	Sep 30, 2026
43.1	Vontobel Global Equity Fund S000086262 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	728	0.00%	-1,707	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
43.2	Vontobel U.S. Equity Fund S000087836 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE FUND II, not summed	483	0.00%	-2	Jun 30, 2026	ADVISORS' INNER CIRCLE FUND II, not summed
44	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,837,996	0.46%	-19,152	Jun 30, 2026	carried, not yet filed for the newest quarter
45	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,819,299	0.46%	-391,033	Jun 30, 2026	carried, not yet filed for the newest quarter
46	BROWN BROTHERS HARRIMAN & CO 13F CIK 14661 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,603,571	0.40%	-46,664	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Capital Income Builder Fund S000009000 · Registered fund · Jul 31, 2026 Capital Income Builder, not summed	1,586,939	0.40%	+1,411,958	Jul 31, 2026	Capital Income Builder, not summed
48	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	1,498,512	0.37%	+40,805	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
49	Morgan Stanley Institutional Investment Advisors LLC 13F CIK 2026079 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,446,874	0.36%	-32,399	Jun 30, 2026	carried, not yet filed for the newest quarter
50	STOREBRAND ASSET MANAGEMENT AS 13F CIK 1685676 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,387,852	0.35%	+54,488	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 823768 CUSIP 94106L109 13F (30d) 722 filings 702 filers Visit website Investor relations