WMB · Williams Companies, Inc. · Shareholders & Ownership

$71.02 -0.17 (-0.24%) Earnings today Q3 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$87.08B

1.22B

Volume · Nov 3 11.18M Avg daily vol (3M) 7.54M

Every disclosed holder of WMB 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 WMB

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)	1,843	1,103,756,657	90.24%	Yes
Insiders (Forms 3, 4, 5)	27	6,006,776	0.49%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	113,404,039	9.27%	Rest
Registered funds (N-PORT, not summed)	1,009	425,437,718	34.78%	No

Shares outstanding: 1,223,167,472, 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 WMB

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	115,500,312	9.44%	+3,630,136	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	16,822,891	1.38%	+1,116,669	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Global Infrastructure ETF Fund S000019356 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,418,994	0.36%	+54,581	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,723,143	0.22%	+74,096	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Core High Dividend ETF Fund S000031844 · Registered fund · Jul 31, 2026 iShares Trust, not summed	2,380,439	0.19%	+223,348	Jul 31, 2026	iShares Trust, not summed
1.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,007,685	0.16%	-99,454	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	79,848,153	6.53%	+492,152	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	72,015,506	5.89%	-972,902	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) Energy Select Sector SPDR(R) ETF Fund S000006410 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	24,157,210	1.98%	-192,799	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,916,188	0.24%	+348,487	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,487,794	0.12%	+49,911	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	467,158	0.04%	+20,700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
3.5	State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF Fund S000014041 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	395,540	0.03%	+6,780	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
4	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	44,667,824	3.65%	+206,588	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	43,513,739	3.56%	+244,699	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	38,822,230	3.17%	+27,893	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	33,097,208	2.71%	+10,013,946	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	VANGUARD ENERGY OPPORTUNITIES FUND Fund S000002921 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	3,773,636	0.31%	-47,946	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
7.2	VANGUARD WELLESLEY INCOME FUND Fund S000004405 · Registered fund · Jun 30, 2026 VANGUARD WELLESLEY INCOME FUND, not summed	3,317,320	0.27%	+265,819	Jun 30, 2026	VANGUARD WELLESLEY INCOME FUND, not summed
7.3	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	173,462	0.01%	0	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
8	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	31,813,505	2.60%	-1,926,614	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	3,844	0.00%	-85	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
8.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	2,635	0.00%	+437	Jul 31, 2026	E Trade Trust, not summed
8.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,931	0.00%	+433	Jul 31, 2026	E Trade Trust, not summed
8.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	505	0.00%	-26	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	31,692,501	2.59%	+659,449	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	29,911,265	2.45%	+317,395	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	24,212,067	1.98%	+973,210	Jun 30, 2026	carried, not yet filed for the newest quarter
12	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	21,379,796	1.75%	-678,569	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,289,385	1.58%	+1,209,626	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Invesco American Franchise Fund Fund S000027822 · Registered fund · Aug 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	3,020,640	0.25%	0	Aug 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
13.2	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,579,802	0.21%	+312,505	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.3	Invesco Diversified Dividend Fund Fund S000000281 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	2,333,346	0.19%	-204,858	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
13.4	Invesco SteelPath MLP Select 40 Fund Fund S000064698 · Registered fund · Aug 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	1,758,555	0.14%	0	Aug 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
13.5	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	983,904	0.08%	+120,705	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
14	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	17,615,045	1.44%	-1,353,178	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	DWS RREEF Real Assets Fund Fund S000032019 · Registered fund · Jun 30, 2026 DEUTSCHE DWS MARKET TRUST, not summed	1,713,123	0.14%	-59,300	Jun 30, 2026	DEUTSCHE DWS MARKET TRUST, not summed
14.2	DWS RREEF Global Infrastructure Fund Fund S000022444 · Registered fund · Jun 30, 2026 DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed	660,240	0.05%	-103,350	Jun 30, 2026	DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed
14.3	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	88,272	0.01%	+3,959	Aug 31, 2026	DBX ETF Trust, not summed
14.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	59,073	0.00%	+3,781	Aug 31, 2026	DBX ETF Trust, not summed
14.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	37,998	0.00%	-1,327	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
15	Blackstone Inc. 13F CIK 1393818 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,340,999	1.42%	+266,607	Jun 30, 2026	carried, not yet filed for the newest quarter
16	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,897,067	1.22%	-1,033,096	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	2,235,611	0.18%	-23,899	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
16.2	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	1,114,685	0.09%	-9,773	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
16.3	T. Rowe Price New Era Fund Fund S000002105 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW ERA FUND, INC., not summed	1,010,571	0.08%	-60,700	Jun 30, 2026	T. ROWE PRICE NEW ERA FUND, INC., not summed
16.4	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	958,000	0.08%	-71,000	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
16.5	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	755,883	0.06%	-8,662	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
17	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	13,335,794	1.09%	-88,048	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	FlexShares STOXX Global Broad Infrastructure Index Fund Fund S000042071 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	506,550	0.04%	+12,854	Jul 31, 2026	FlexShares Trust, not summed
17.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	363,260	0.03%	+5,245	Jun 30, 2026	Northern Funds, not summed
17.3	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	313,851	0.03%	-16,123	Jun 30, 2026	Northern Funds, not summed
17.4	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	57,097	0.00%	+699	Jun 30, 2026	Northern Funds, not summed
17.5	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	26,070	0.00%	-572	Jul 31, 2026	FlexShares Trust, not summed
18	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	13,308,209	1.09%	+1,179,570	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	13,249,045	1.08%	+58,128	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	12,060,202	0.99%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	11,639,915	0.95%	+342,007	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,544,576	0.94%	+33,135	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Neuberger Long Short Fund Fund S000035446 · Registered fund · Jul 31, 2026 NEUBERGER BERMAN ALTERNATIVE FUNDS, not summed	938,728	0.08%	0	Jul 31, 2026	NEUBERGER BERMAN ALTERNATIVE FUNDS, not summed
22.2	Neuberger Large Cap Value Fund Fund S000007840 · Registered fund · Aug 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	838,400	0.07%	-358,999	Aug 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
22.3	Neuberger Large Cap Growth Fund Fund S000007849 · Registered fund · Aug 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	219,149	0.02%	0	Aug 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
22.4	Neuberger Equity Income Fund Fund S000013716 · Registered fund · Aug 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	138,205	0.01%	-69,775	Aug 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
22.5	Mid Cap Intrinsic Value Portfolio Fund S000008201 · Registered fund · Jun 30, 2026 NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed	35,533	0.00%	-546	Jun 30, 2026	NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,513,707	0.94%	+814,123	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs MLP Energy Infrastructure Fund Fund S000040184 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	839,808	0.07%	+180,456	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
23.2	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	677,169	0.06%	+33,821	Jul 31, 2026	Goldman Sachs Trust II, not summed
23.3	Goldman Sachs Energy Infrastructure Fund Fund S000058984 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	439,515	0.04%	+108,838	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
23.4	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	324,856	0.03%	+12,447	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
23.5	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	151,380	0.01%	—	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
24	TORTOISE CAPITAL ADVISORS, L.L.C. 13F CIK 1280965 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,248,639	0.92%	-250,495	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Tortoise Energy Infrastructure Total Return Fund Fund S000092082 · Registered fund · Aug 31, 2026 Tortoise Capital Series Trust, not summed	4,498,771	0.37%	0	Aug 31, 2026	Tortoise Capital Series Trust, not summed
24.2	Tortoise North American Pipeline ETF Fund S000092075 · Registered fund · Aug 31, 2026 Tortoise Capital Series Trust, not summed	901,356	0.07%	+52,626	Aug 31, 2026	Tortoise Capital Series Trust, not summed
24.3	Tortoise Energy ETF Fund S000092090 · Registered fund · Aug 31, 2026 Tortoise Capital Series Trust, not summed	371,221	0.03%	-27,088	Aug 31, 2026	Tortoise Capital Series Trust, not summed
24.4	Tortoise Electrification Infrastructure ETF Fund S000088745 · Registered fund · Aug 31, 2026 Tortoise Capital Series Trust, not summed	92,648	0.01%	-4,944	Aug 31, 2026	Tortoise Capital Series Trust, not summed
24.5	Tortoise AI Infrastructure ETF Fund S000093687 · Registered fund · Aug 31, 2026 Tortoise Capital Series Trust, not summed	56,184	0.00%	+11,880	Aug 31, 2026	Tortoise Capital Series Trust, not summed
25	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,803,397	0.88%	+1,756,051	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,357,669	0.85%	-1,352,809	Jun 30, 2026	carried, not yet filed for the newest quarter
27	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	8,937,003	0.73%	-176,462	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Carillon Eagle Growth & Income Fund Fund S000058958 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	193,729	0.02%	-6,207	Jun 30, 2026	Carillon Series Trust, not summed
27.2	RJ Eagle Vertical Income ETF Fund S000091479 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	2,413	0.00%	+219	Jun 30, 2026	Carillon Series Trust, not summed
28	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	8,792,629	0.72%	-128,884	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	PACE Large Co Value Equity Investments Fund S000002971 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	124,956	0.01%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
28.2	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	8,393	0.00%	0	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
28.3	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · Aug 31, 2026 UBS INVESTMENT TRUST, not summed	820	0.00%	-104	Aug 31, 2026	UBS INVESTMENT TRUST, not summed
28.4	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	366	0.00%	+53	Jun 30, 2026	UBS FUNDS, not summed
29	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,538,140	0.70%	-17,792	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	1,999,149	0.16%	-140	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
29.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,011,110	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.3	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	829,178	0.07%	+21,004	Jul 31, 2026	Dimensional ETF Trust, not summed
29.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	786,250	0.06%	+3,284	Jul 31, 2026	Dimensional ETF Trust, not summed
29.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	674,140	0.06%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
30	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	8,025,095	0.66%	—	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
31	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	8,018,260	0.66%	-1,209,813	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,789,163	0.64%	-259,484	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	103,031	0.01%	+108	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,681,072	0.63%	+65,126	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	2,731,746	0.22%	+19,530	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,304,866	0.11%	+6,812	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	739,523	0.06%	+17,245	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	733,205	0.06%	+11,128	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	603,756	0.05%	-11,588	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,550,459	0.62%	+1,195,009	Jun 30, 2026	carried, not yet filed for the newest quarter
35	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,222,977	0.59%	+766,425	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Large Cap Equity Fund Fund S000006203 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	376,303	0.03%	-22,296	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
35.2	Balanced Fund Fund S000006192 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	69,859	0.01%	-1,498	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
36	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,013,575	0.57%	-25,646	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,482,525	0.12%	-119,755	Jun 30, 2026	College Retirement Equities Fund, not summed
36.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	1,015,291	0.08%	-975	Jul 31, 2026	TIAA-CREF Funds, not summed
36.3	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	524,315	0.04%	-37,478	Jun 30, 2026	College Retirement Equities Fund, not summed
36.4	Nuveen Core Equity Fund Fund S000005370 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	500,168	0.04%	-88,102	Jul 31, 2026	TIAA-CREF Funds, not summed
36.5	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	453,659	0.04%	-2,521	Jul 31, 2026	TIAA-CREF Funds, not summed
37	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,976,340	0.57%	+397,763	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Cohen & Steers Global Infrastructure Fund Inc. Fund S000001227 · Registered fund · Jun 30, 2026 COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC, not summed	792,232	0.06%	+8,657	Jun 30, 2026	COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC, not summed
37.2	Cohen & Steers Real Assets Fund, Inc. Fund S000035709 · Registered fund · Jun 30, 2026 Cohen & Steers Real Assets Fund, Inc., not summed	377,372	0.03%	+31,145	Jun 30, 2026	Cohen & Steers Real Assets Fund, Inc., not summed
37.3	Cohen & Steers Future of Energy Fund, Inc. Fund S000042155 · Registered fund · May 31, 2026 Cohen & Steers Future of Energy Fund, INC, not summed	83,087	0.01%	+14,372	May 31, 2026	Cohen & Steers Future of Energy Fund, INC, not summed
37.4	Cohen & Steers Infrastructure Opportunities Active ETF Fund S000097367 · Registered fund · Jun 30, 2026 Cohen & Steers ETF Trust, not summed	40,135	0.00%	+19,303	Jun 30, 2026	Cohen & Steers ETF Trust, not summed
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,866,768	0.56%	-16,167	Jun 30, 2026	carried, not yet filed for the newest quarter
39	BAHL & GAYNOR INC 13F CIK 872259 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,771,549	0.55%	-88,317	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Bahl & Gaynor Income Growth ETF Fund S000081227 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	947,309	0.08%	-28,564	Jun 30, 2026	ETF Series Solutions, not summed
39.2	Bahl & Gaynor Dividend ETF Fund S000089194 · Registered fund · Jun 30, 2026 ETF Series Solutions, not summed	290,711	0.02%	-1,689	Jun 30, 2026	ETF Series Solutions, not summed
40	KAYNE ANDERSON CAPITAL ADVISORS LP 13F CIK 949615 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,729,960	0.55%	+26,717	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	6,638,714	0.54%	-246,904	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
42	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,524,467	0.53%	+2,832,542	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,488,650	0.53%	+1,908,241	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Victory Pioneer Fund Fund S000089764 · Registered fund · Jun 30, 2026 Victory Portfolios IV, not summed	2,177,011	0.18%	+564,384	Jun 30, 2026	Victory Portfolios IV, not summed
43.2	Victory Pioneer Select Mid Cap Growth Fund Fund S000089755 · Registered fund · Aug 31, 2026 Victory Portfolios IV, not summed	399,367	0.03%	+99,476	Aug 31, 2026	Victory Portfolios IV, not summed
43.3	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	285,308	0.02%	-4,320	Jul 31, 2026	Victory Portfolios III, not summed
43.4	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	151,200	0.01%	+9,846	Jun 30, 2026	Victory Portfolios II, not summed
43.5	Victory Global Energy Transition Fund Fund S000053568 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	140,256	0.01%	-10,980	Jun 30, 2026	Victory Portfolios, not summed
44	VANGUARD ENERGY INDEX FUND Fund S000004448 · Registered fund · Aug 31, 2026 VANGUARD WORLD FUND, not summed	5,946,952	0.49%	-49,393	Aug 31, 2026	VANGUARD WORLD FUND, not summed
45	ClearBridge Dividend Strategy Fund Fund S000016665 · Registered fund · Jun 30, 2026 Legg Mason Partners Investment Trust, not summed	5,612,362	0.46%	0	Jun 30, 2026	Legg Mason Partners Investment Trust, not summed
46	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,270,442	0.43%	-703,386	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Columbia Select Large Cap Value Fund Fund S000031373 · Registered fund · Aug 31, 2026 Columbia Funds Series Trust II, not summed	842,284	0.07%	-153,186	Aug 31, 2026	Columbia Funds Series Trust II, not summed
46.2	Columbia Variable Portfolio - Select Large Cap Value Fund Fund S000019845 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	824,801	0.07%	-141,983	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
46.3	CTIVP - Wellington Large Cap Value Fund Fund S000028692 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	265,232	0.02%	-12,817	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
46.4	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · Aug 31, 2026 Columbia Funds Series Trust II, not summed	212,175	0.02%	+5,000	Aug 31, 2026	Columbia Funds Series Trust II, not summed
46.5	Columbia Select Global Equity Fund Fund S000030660 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	120,338	0.01%	0	Jul 31, 2026	Columbia Funds Series Trust II, not summed
47	KAYNE ANDERSON ENERGY INFRASTRUCTURE FUND, INC Fund S001293613 · Registered fund · Aug 31, 2026 Kayne Anderson Energy Infrastructure Fund, Inc., not summed	5,242,542	0.43%	+268,781	Aug 31, 2026	Kayne Anderson Energy Infrastructure Fund, Inc., not summed
48	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,919,835	0.40%	+218,637	Jun 30, 2026	carried, not yet filed for the newest quarter
49	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,917,318	0.40%	+347,119	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BROOKFIELD Corp /ON/ 13F CIK 1001085 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,913,845	0.40%	-273,987	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Center Coast Brookfield Midstream Focus Fund Fund S000059105 · Registered fund · Jun 30, 2026 Brookfield Investment Funds, not summed	1,400,219	0.11%	+59,800	Jun 30, 2026	Brookfield Investment Funds, not summed
50.2	Brookfield Global Listed Infrastructure Fund Fund S000033448 · Registered fund · Jun 30, 2026 Brookfield Investment Funds, not summed	77,706	0.01%	-6,633	Jun 30, 2026	Brookfield Investment Funds, not summed

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Key facts CIK 107263 CUSIP 969457100 13F (30d) 773 filings 736 filers Visit website Investor relations