WSM · Williams Sonoma Inc · Shareholders & Ownership

$260.80 +7.48 (+2.95%) At close · Oct 22

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$30.38B

117.78M

Volume · Oct 22 1.1M Avg daily vol (3M) 1.1M

Every disclosed holder of WSM 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 WSM

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)	1,029	113,366,690	96.25%	Yes
Insiders (Forms 3, 4, 5)	14	1,291,700	1.10%	Yes
13D/G-only blocks	2	4,891,308	4.15%	Yes
Remaining	—	1,770,525	-1.50%	Negative
Registered funds (N-PORT, not summed)	736	43,027,550	36.53%	No

Shares outstanding: 117,779,173, 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 WSM

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	11,394,517	9.67%	-200,309	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	1,619,006	1.37%	+83,132	Jun 30, 2026	iShares Trust, not summed
1.2	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,407,785	1.20%	-231,822	Jul 31, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	480,912	0.41%	+40,883	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	226,692	0.19%	+2,304	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	193,566	0.16%	-12,419	Jun 30, 2026	iShares Trust, not summed
2	Aristotle Capital Management, LLC 13F CIK 860644 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,057,269	9.39%	-83,202	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	7,692,533	6.53%	-70,872	Jun 30, 2026	carried, not yet filed for the newest quarter
4	BLACKHILL CAPITAL INC 13F CIK 872162 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,684,278	6.52%	-246	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	6,200,281	5.26%	+194,810	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,906,785	5.02%	+112,683	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,913,036	5.02%	+115,183	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6.2	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF Fund S000006408 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	661,936	0.56%	+24,735	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
6.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	281,497	0.24%	+30,841	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) S&P(R) Homebuilders ETF Fund S000010019 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	233,586	0.20%	-39,313	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	143,225	0.12%	+2,645	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,815,020	3.24%	+36,787	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,738,391	3.17%	-60,134	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Green Equity Investors IX, L.P. 13G CIK 1905706 · Unknown · Sep 30, 2024 Rule 13d-1(c), passive investor	3,224,030	2.74%	—	Sep 30, 2024	Rule 13d-1(c), passive investor
10	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,051,740	2.59%	+18,706	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,790,554	2.37%	+125,974	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	FT Vest Rising Dividend Achievers Target Income ETF Fund S000077479 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	326,762	0.28%	+27,815	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
11.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	37,568	0.03%	+1,283	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
11.3	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	12,090	0.01%	-8,123	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
11.4	First Trust Large Cap Value AlphaDEX Fund Fund S000017340 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	10,042	0.01%	-14,712	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
11.5	First Trust Consumer Discretionary AlphaDEX Fund Fund S000017696 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	9,907	0.01%	+2,251	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,700,379	2.29%	-52,307	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	First Trust Rising Dividend Achievers ETF Fund S000043486 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	2,223,674	1.89%	+113,862	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
14	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,757,080	1.49%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,710,593	1.45%	-42,283	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,688,888	1.43%	-92,295	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	900,396	0.76%	-8,417	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.2	Invesco S&P 500 Quality ETF Fund S000003049 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	244,076	0.21%	-20,021	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.3	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	70,839	0.06%	-412	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
16.4	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	67,515	0.06%	+28,808	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
16.5	Invesco S&P 500 High Beta ETF Fund S000030963 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	43,272	0.04%	+16,433	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
17	Capital Research Global Investors 13G CIK 1422848 · Investment adviser · Sep 30, 2024 Rule 13d-1(b), qualified institution	1,667,278	1.42%	-5,061,276	Sep 30, 2024	Rule 13d-1(b), qualified institution
18	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	1,636,136	1.39%	-99,272	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	98	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
18.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	32	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
19	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,616,247	1.37%	-2,538,686	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,527,723	1.30%	-22,211	May 31, 2026	Fidelity Concord Street Trust, not summed
19.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	442,756	0.38%	+16,779	Jul 31, 2026	Fidelity Salem Street Trust, not summed
19.3	Fidelity SAI U.S. Quality Index Fund Fund S000051137 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	413,577	0.35%	+41,616	Jul 31, 2026	Fidelity Salem Street Trust, not summed
19.4	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	357,396	0.30%	+17,900	Jul 31, 2026	Fidelity Concord Street Trust, not summed
19.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	225,861	0.19%	-1,959	May 31, 2026	Fidelity Concord Street Trust, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,559,183	1.32%	-46,737	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	65,459	0.06%	+12,989	Jul 31, 2026	FlexShares Trust, not summed
20.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	36,913	0.03%	0	Jun 30, 2026	Northern Funds, not summed
20.3	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	13,888	0.01%	+868	Jul 31, 2026	FlexShares Trust, not summed
20.4	U.S. Quality ESG Fund Fund S000055816 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,966	0.01%	+77	Jun 30, 2026	Northern Funds, not summed
20.5	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,575	0.00%	0	Jun 30, 2026	Northern Funds, not summed
21	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,519,215	1.29%	+40,151	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	210,606	0.18%	+7,934	Jul 31, 2026	Dimensional ETF Trust, not summed
21.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	207,649	0.18%	+27,024	Jul 31, 2026	Dimensional ETF Trust, not summed
21.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	199,348	0.17%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	121,707	0.10%	+14,239	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21.5	U.S. High Relative Profitability Portfolio Fund S000057237 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	101,786	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
22	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,481,007	1.26%	+848,272	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Nuveen Core Equity Fund Fund S000005370 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	482,304	0.41%	+321,695	Jul 31, 2026	TIAA-CREF Funds, not summed
22.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	480,693	0.41%	+338,619	Jun 30, 2026	College Retirement Equities Fund, not summed
22.3	Nuveen Dividend Value Fund Fund S000005579 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	224,073	0.19%	—	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
22.4	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	157,949	0.13%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
22.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	98,307	0.08%	-2,205	Jul 31, 2026	TIAA-CREF Funds, not summed
23	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,450,284	1.23%	-158,478	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Victory Sycamore Established Value Fund Fund S000000788 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	870,000	0.74%	-115,000	Jun 30, 2026	Victory Portfolios, not summed
23.2	Victory Income Stock Fund Fund S000012900 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	100,559	0.09%	0	Jul 31, 2026	Victory Portfolios III, not summed
23.3	Victory Growth & Income Fund Fund S000012896 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	43,163	0.04%	+52	Jul 31, 2026	Victory Portfolios III, not summed
23.4	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	27,054	0.02%	-565	Jul 31, 2026	Victory Portfolios III, not summed
23.5	VictoryShares Dividend Accelerator ETF Fund S000056886 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	8,822	0.01%	+348	Jun 30, 2026	Victory Portfolios II, not summed
24	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,442,945	1.23%	+214,614	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,145,937	0.97%	+89,619	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	388	0.00%	-14	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
25.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	237	0.00%	+40	Jul 31, 2026	E Trade Trust, not summed
25.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	169	0.00%	+32	Jul 31, 2026	E Trade Trust, not summed
25.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	51	0.00%	-4	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
26	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,143,600	0.97%	+395,199	Jun 30, 2026	carried, not yet filed for the newest quarter
27	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,143,429	0.97%	+155,175	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Equity Income Fund Fund S000014240 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	581,339	0.49%	+153,845	Jul 31, 2026	Principal Funds, Inc, not summed
27.2	Small-MidCap Dividend Income Fund Fund S000032942 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	147,518	0.13%	-16,285	May 31, 2026	Principal Funds, Inc, not summed
27.3	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	68,272	0.06%	-40,291	Jul 31, 2026	Principal Funds, Inc, not summed
27.4	Equity Income Account Fund S000014083 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	54,596	0.05%	+17,549	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
27.5	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	24,267	0.02%	-869	Jul 31, 2026	Principal Funds, Inc, not summed
28	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,134,453	0.96%	+25,864	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,030,777	0.88%	+33,618	Jun 30, 2026	carried, not yet filed for the newest quarter
30	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,026,887	0.87%	+134,248	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Leonard Green & Partners, L.P. 13F CIK 1175523 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,000,000	0.85%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
32	CAPTRUST FINANCIAL ADVISORS 13F CIK 1512024 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	946,038	0.80%	+3,306	Jun 30, 2026	carried, not yet filed for the newest quarter
33	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	933,359	0.79%	+29,973	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	183,629	0.16%	+5,295	May 31, 2026	Goldman Sachs ETF Trust, not summed
33.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	18,407	0.02%	+3,594	May 31, 2026	Goldman Sachs ETF Trust, not summed
33.3	Goldman Sachs Rising Dividend Growth Fund Fund S000036119 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	14,801	0.01%	-700	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
33.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	10,544	0.01%	+3,761	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
33.5	Goldman Sachs Global Managed Beta Fund Fund S000048066 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	6,439	0.01%	0	May 31, 2026	GOLDMAN SACHS TRUST, not summed
34	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	899,723	0.76%	+97,879	Jun 30, 2026	carried, not yet filed for the newest quarter
35	ALBER LAURA Insider CIK 1225922 · Sep 16, 2026 Director, PRESIDENT & CEO, issuer-wide	887,511	0.75%	-34,890	Sep 16, 2026	Director, PRESIDENT & CEO, issuer-wide
36	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	809,109	0.69%	-10,746	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	10,092	0.01%	+10	Jul 31, 2026	BNY Mellon ETF Trust, not summed
37	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	779,781	0.66%	-2,457	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	264,525	0.22%	-2,067	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	126,195	0.11%	+374	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	70,954	0.06%	+855	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	70,511	0.06%	-55	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	60,061	0.05%	-4,210	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	714,811	0.61%	-13,425	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	DWS Global Small Cap Fund Fund S000005468 · Registered fund · Jul 31, 2026 DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed	10,204	0.01%	+8,184	Jul 31, 2026	DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed
38.2	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	8,427	0.01%	-389	Aug 31, 2026	DBX ETF Trust, not summed
38.3	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	7,161	0.01%	-2,282	May 29, 2026	DBX ETF Trust, not summed
38.4	DWS Global Small Cap VIP Fund S000006246 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES I, not summed	3,877	0.00%	+3,068	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES I, not summed
38.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	3,664	0.00%	-179	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
39	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	666,181	0.57%	-3,363	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	663,193	0.56%	-10,209	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	639,200	0.54%	-34,439	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
42	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	615,728	0.52%	-35,930	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Caisse de depot et placement du Quebec 13F CIK 898286 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	613,734	0.52%	-57,074	Jun 30, 2026	carried, not yet filed for the newest quarter
44	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	593,806	0.50%	-247,606	Jun 30, 2026	carried, not yet filed for the newest quarter
45	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	555,299	0.47%	+117,591	Jun 30, 2026	carried, not yet filed for the newest quarter
46	ASSETMARK, INC 13F CIK 1344551 · Registered investment adviser · Sep 30, 2026	522,188	0.44%	+48,167	Sep 30, 2026
46.1	GuideMark Large Cap Core Fund Fund S000006182 · Registered fund · Jun 30, 2026 GPS Funds I, not summed	7,860	0.01%	-1,960	Jun 30, 2026	GPS Funds I, not summed
47	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	508,706	0.43%	+186,123	Jun 30, 2026	carried, not yet filed for the newest quarter
48	TRUIST FINANCIAL CORP 13F CIK 92230 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	507,042	0.43%	+31,518	Jun 30, 2026	carried, not yet filed for the newest quarter
49	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	476,605	0.40%	+5,031	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
50	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	470,116	0.40%	+16,876	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed

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

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Key facts CIK 719955 CUSIP 969904101 13F (30d) 242 filings 231 filers Visit website Investor relations