XYL · Xylem Inc. · Shareholders & Ownership

$108.22 +1.87 (+1.76%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$25.30B

233.49M

Volume · Oct 22 1.34M Avg daily vol (3M) 2.19M

Every disclosed holder of XYL 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 XYL

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)	1,102	217,830,265	93.29%	Yes
Insiders (Forms 3, 4, 5)	22	464,800	0.20%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	15,191,747	6.51%	Rest
Registered funds (N-PORT, not summed)	693	69,839,584	29.91%	No

Shares outstanding: 233,486,812, 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 XYL

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	25,037,896	10.72%	-615,921	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	3,269,328	1.40%	+136,395	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	974,297	0.42%	+43,490	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	528,807	0.23%	-30,974	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	390,762	0.17%	-27,950	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	363,538	0.16%	+13,451	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	15,533,420	6.65%	-283,508	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,618,888	5.40%	-152,341	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	11,444,669	4.90%	+270,972	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	1,400,902	0.60%	+34,369	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	566,908	0.24%	+54,620	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	289,161	0.12%	+2,810	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	86,358	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.5	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	48,341	0.02%	+642	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,546,879	3.23%	-174,010	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,347,784	2.72%	-61,719	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,158,171	2.64%	-33,227	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,150,574	2.21%	-100,287	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,105,298	2.19%	-123,627	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	KBI GLOBAL INVESTORS AQUARIUS FUND Fund S000063187 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE III, not summed	19,229	0.01%	-6,577	Jul 31, 2026	ADVISORS' INNER CIRCLE III, not summed
10	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,102,044	2.19%	+1,318,789	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,741,163	0.75%	+362,199	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.2	Invesco Diversified Dividend Fund Fund S000000281 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	734,770	0.31%	+135,810	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
10.3	Invesco S&P Global Water Index ETF Fund S000060819 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	701,990	0.30%	+47,657	Jul 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
10.4	Invesco Water Resources ETF Fund S000003048 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	692,310	0.30%	+12,061	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.5	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	275,159	0.12%	+49,182	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
11	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,672,304	2.00%	+3,489,844	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	20,860	0.01%	+22	Jul 31, 2026	BNY Mellon ETF Trust, not summed
12	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,605,175	1.97%	-158,066	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Impax Asset Management Group plc 13F CIK 1749768 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,468,984	1.91%	-116,564	Jun 30, 2026	carried, not yet filed for the newest quarter
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,312,757	1.85%	+5,590	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	775	0.00%	-30	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
14.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	444	0.00%	-68	Jul 31, 2026	E Trade Trust, not summed
14.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	438	0.00%	+130	Jul 31, 2026	E Trade Trust, not summed
14.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	103	0.00%	-6	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
15	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	4,274,761	1.83%	+440,210	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	128	0.00%	-41	May 31, 2026	UBS INVESTMENT TRUST, not summed
15.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	68	0.00%	+19	Jun 30, 2026	UBS FUNDS, not summed
16	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,039,771	1.73%	-295,023	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,960,515	1.70%	-1,566,210	Jun 30, 2026	carried, not yet filed for the newest quarter
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,295,215	1.41%	-92,046	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	70,241	0.03%	-5,090	Jun 30, 2026	Northern Funds, not summed
18.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,321	0.00%	0	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	5,530	0.00%	-168	Jul 31, 2026	FlexShares Trust, not summed
18.4	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,515	0.00%	+793	Jun 30, 2026	Northern Funds, not summed
18.5	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,176	0.00%	-21	Jul 31, 2026	FlexShares Trust, not summed
19	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,705,479	1.16%	+234,222	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,544,452	1.09%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,352,715	1.01%	+410,066	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	127,091	0.05%	+46,805	May 31, 2026	Goldman Sachs ETF Trust, not summed
21.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	29,247	0.01%	+6,304	May 31, 2026	Goldman Sachs ETF Trust, not summed
21.3	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,048	0.01%	-380	May 31, 2026	Goldman Sachs ETF Trust, not summed
21.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	10,648	0.00%	-3,163	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
21.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	8,288	0.00%	+42	May 31, 2026	Goldman Sachs ETF Trust II, not summed
22	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,260,405	0.97%	+11,113	Jun 30, 2026	VANGUARD INDEX 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	2,189,753	0.94%	-516,719	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	1,505,000	0.64%	-395,000	Jun 30, 2026	Victory Portfolios, not summed
23.2	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	55,523	0.02%	-1,797	Jul 31, 2026	Victory Portfolios III, not summed
23.3	VictoryShares US 500 Volatility Wtd ETF Fund S000044749 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	9,483	0.00%	-425	Jun 30, 2026	Victory Portfolios II, not summed
23.4	VictoryShares US 500 Enhanced Volatility Wtd ETF Fund S000044751 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	7,332	0.00%	-273	Jun 30, 2026	Victory Portfolios II, not summed
23.5	Victory Growth and Tax Strategy Fund Fund S000012897 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	1,548	0.00%	0	May 31, 2026	Victory Portfolios III, not summed
24	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,123,834	0.91%	+75,799	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	245,121	0.11%	-22,298	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
24.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	206,316	0.09%	+48,892	Jul 31, 2026	Dimensional ETF Trust, not summed
24.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	193,441	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24.4	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	153,158	0.07%	+869	Jul 31, 2026	Dimensional ETF Trust, not summed
24.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	152,663	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
25	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,969,559	0.84%	+227,427	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Franklin Growth Fund Fund S000006755 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	865,599	0.37%	-279,852	Jun 30, 2026	Franklin Custodian Funds, not summed
25.2	Putnam Sustainable Leaders Fund Fund S000006295 · Registered fund · Jun 30, 2026 Putnam Sustainable Leaders Fund, not summed	566,000	0.24%	—	Jun 30, 2026	Putnam Sustainable Leaders Fund, not summed
25.3	Franklin Small-Mid Cap Growth Fund Fund S000006888 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	275,637	0.12%	0	Jul 31, 2026	Franklin Strategic Series, not summed
25.4	Putnam VT Sustainable Leaders Fund Fund S000003884 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	79,400	0.03%	—	Jun 30, 2026	Putnam Variable Trust, not summed
25.5	Franklin Natural Resources Fund Fund S000006887 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	30,900	0.01%	+9,100	Jul 31, 2026	Franklin Strategic Series, not summed
26	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,887,867	0.81%	+71,417	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	16,571	0.01%	+2,859	May 29, 2026	DBX ETF Trust, not summed
26.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	14,657	0.01%	-2,939	May 29, 2026	DBX ETF Trust, not summed
26.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	7,369	0.00%	-477	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
26.4	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	4,128	0.00%	-48	May 29, 2026	DBX ETF Trust, not summed
26.5	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	4,100	0.00%	+637	May 29, 2026	DBX ETF Trust, not summed
27	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,841,734	0.79%	+111,992	Jun 30, 2026	carried, not yet filed for the newest quarter
28	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,839,680	0.79%	-143,248	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,821,078	0.78%	-28,281	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,728,792	0.74%	-74,894	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Mirova US LLC 13F CIK 1802900 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,707,194	0.73%	-100,254	Jun 30, 2026	carried, not yet filed for the newest quarter
32	DekaBank Deutsche Girozentrale 13F CIK 1456228 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,657,369	0.71%	+1,000	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Navera Investment Management Ltd. 13F CIK 1842702 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,589,616	0.68%	+1,159,914	Jun 30, 2026	carried, not yet filed for the newest quarter
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,520,389	0.65%	-9,074	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	528,039	0.23%	-13,773	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	257,218	0.11%	+6,985	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	144,082	0.06%	+800	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	143,282	0.06%	+1,916	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	122,642	0.05%	-5,850	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,433,166	0.61%	+358,083	Jun 30, 2026	carried, not yet filed for the newest quarter
36	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,418,018	0.61%	+995,250	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	24,480	0.01%	—	Jun 30, 2026	AQR Funds, not summed
36.2	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	12,644	0.01%	—	Jun 30, 2026	AQR Funds, not summed
36.3	AQR Large Cap Momentum Style Fund Fund S000025643 · Registered fund · Mar 31, 2026 AQR Funds, not summed	3,586	0.00%	—	Mar 31, 2026	AQR Funds, not summed
36.4	AQR MS Fusion HV Fund Fund S000093174 · Registered fund · Jun 30, 2026 AQR Funds, not summed	2,148	0.00%	+1,989	Jun 30, 2026	AQR Funds, not summed
36.5	AQR MS Fusion Fund Fund S000093173 · Registered fund · Jun 30, 2026 AQR Funds, not summed	759	0.00%	+723	Jun 30, 2026	AQR Funds, not summed
37	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,397,253	0.60%	-62,410	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,344,847	0.58%	-22,794	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,334,875	0.57%	-36,230	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,290,414	0.55%	-82,885	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
41	AVIVA PLC 13F CIK 1140022 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,162,165	0.50%	-26,179	Jun 30, 2026	carried, not yet filed for the newest quarter
42	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,021,248	0.44%	-161,450	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	CTIVP - Victory Sycamore Established Value Fund Fund S000019850 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	41,000	0.02%	-8,200	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
42.2	Columbia Large Cap Index Fund Fund S000010825 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	11,420	0.00%	-896	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
42.3	Columbia Variable Portfolio - Large Cap Index Fund Fund S000019848 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	9,585	0.00%	-504	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
43	KING LUTHER CAPITAL MANAGEMENT CORP 13F CIK 310051 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	997,034	0.43%	+37,903	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	LKCM Equity Fund Fund S000004608 · Registered fund · Jun 30, 2026 LKCM Funds, not summed	60,000	0.03%	0	Jun 30, 2026	LKCM Funds, not summed
44	Candriam S.C.A. 13F CIK 1537014 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	982,258	0.42%	+7,387	Jun 30, 2026	carried, not yet filed for the newest quarter
45	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	963,583	0.41%	+224,560	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	955,007	0.41%	-4,101	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
47	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	921,253	0.39%	+242,282	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	First Trust Water ETF Fund S000017178 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	593,712	0.25%	-10,406	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
47.2	First Trust Large Cap Value AlphaDEX Fund Fund S000017340 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	40,680	0.02%	+22,293	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
47.3	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	28,119	0.01%	-9,286	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
47.4	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	23,840	0.01%	+3,279	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
47.5	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	17,176	0.01%	—	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
48	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	921,059	0.39%	+87,834	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Global Equity Fund Fund S000015554 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	16,690	0.01%	-14,931	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
48.2	Sustainable Equity Fund Fund S000001591 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	9,717	0.00%	-2,032	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
48.3	Multi-Strategy Income Fund Fund S000048356 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	1,105	0.00%	-1,213	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
48.4	Equity Income Fund Fund S000001585 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	1,076	0.00%	-187	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
48.5	Multifactor U.S. Equity Fund Fund S000045902 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	568	0.00%	-1,192	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
49	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	912,215	0.39%	-58,146	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	192,904	0.08%	-9,858	Jul 31, 2026	TIAA-CREF Funds, not summed
49.2	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	106,633	0.05%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
49.3	College Retirement Equities Fund - Responsible Balanced Account Fund S000005086 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	104,365	0.04%	-6,275	Jun 30, 2026	College Retirement Equities Fund, not summed
49.4	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	91,307	0.04%	-15,599	Jun 30, 2026	College Retirement Equities Fund, not summed
49.5	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	86,842	0.04%	-8,620	Jul 31, 2026	TIAA-CREF Funds, not summed
50	ABN AMRO Bank N.V. 13F CIK 1561082 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	892,400	0.38%	-615,066	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1524472 CUSIP 98419M100 13F (30d) 211 filings 198 filers Visit website Investor relations