XYZ · Block, Inc. · Shareholders & Ownership

$78.42 +0.92 (+1.19%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$47.38B

600.79M

Volume · Oct 20 1.5M Avg daily vol (3M) 4.46M

Every disclosed holder of XYZ 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 XYZ

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)	1,091	442,253,622	73.61%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	3	140,291,520	23.35%	Yes
Remaining	—	18,249,858	3.04%	Rest
Registered funds (N-PORT, not summed)	697	178,815,767	29.76%	No

Shares outstanding: 600,795,000, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 XYZ

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	VANGUARD GROUP INC 13G CIK 102909 · Registered investment adviser · May 30, 2025 Rule 13d-1(b), qualified institution	56,149,057	9.35%	+19,463,940	May 30, 2025	Rule 13d-1(b), qualified institution
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	41,573,031	6.92%	-665,843	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,361,662	1.23%	+318,444	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,141,548	0.36%	+96,101	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,162,053	0.19%	+387,122	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	879,845	0.15%	-66,170	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	798,255	0.13%	+311,681	Jun 30, 2026	iShares Trust, not summed
3	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	39,734,330	6.61%	-5,470,818	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	PRICE T ROWE ASSOCIATES INC /MD/ 13G CIK 80255 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	39,734,450	6.61%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	T. Rowe Price Large-Cap Growth Fund Fund S000002095 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	6,560,625	1.09%	-1,492,042	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
3.3	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	2,091,323	0.35%	+240,135	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
3.4	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	737,556	0.12%	+85,012	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
3.5	T. Rowe Price Global Technology Fund, Inc. Fund S000002085 · Registered fund · Jun 30, 2026 T. ROWE PRICE GLOBAL TECHNOLOGY FUND, INC., not summed	455,364	0.08%	-17,245	Jun 30, 2026	T. ROWE PRICE GLOBAL TECHNOLOGY FUND, INC., not summed
4	BlackRock Inc. 13G CIK 1364742 · Holding company · Dec 31, 2023 Rule 13d-1(b), qualified institution	35,297,897	5.88%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	34,947,284	5.82%	-628,495	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	24,929,106	4.15%	-733,728	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	23,055,792	3.84%	-84,874	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	3,619,815	0.60%	-90,494	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
7.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,276,038	0.21%	+125,777	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	651,072	0.11%	+7,193	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	216,900	0.04%	+20,200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	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	110,041	0.02%	+1,442	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,404,048	3.56%	+801,088	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	16,993,231	2.83%	-389,778	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	15,133,884	2.52%	-746,673	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Global Opportunity Portfolio Fund S000027995 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	836,913	0.14%	-99,891	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
10.2	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,764	0.00%	+215	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
10.3	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	954	0.00%	+139	Jul 31, 2026	E Trade Trust, not summed
10.4	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	676	0.00%	+137	Jul 31, 2026	E Trade Trust, not summed
10.5	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	233	0.00%	+23	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,236,500	2.37%	-477,749	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	13,863,615	2.31%	-53,660	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	13,636,084	2.27%	+1,424,038	May 31, 2026	Growth Fund of America, not summed
14	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	11,596,536	1.93%	-231,138	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,464,132	1.41%	+1,596,415	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Columbia Seligman Technology and Information Fund Fund S000031370 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	2,433,951	0.41%	+420,900	May 31, 2026	Columbia Funds Series Trust II, not summed
15.2	Columbia Seligman Global Technology Fund Fund S000031372 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	362,753	0.06%	-38,400	Jul 31, 2026	Columbia Funds Series Trust II, not summed
15.3	Columbia Variable Portfolio - Contrarian Core Fund Fund S000036673 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	199,783	0.03%	+64,247	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
15.4	Multi-Manager Large Cap Growth Strategies Fund Fund S000091548 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	158,941	0.03%	-27,605	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
15.5	Columbia Variable Portfolio - Balanced Fund Fund S000019838 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	125,182	0.02%	+41,415	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
16	Contour Asset Management LLC 13F CIK 1510669 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,246,473	1.37%	+3,712,149	Jun 30, 2026	carried, not yet filed for the newest quarter
17	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	7,797,430	1.30%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
18	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,340,417	1.22%	-83,252	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Loomis Sayles Growth Fund Fund S000006699 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	1,806,924	0.30%	-99,771	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
18.2	Loomis Sayles Global Growth Fund Fund S000053353 · Registered fund · May 31, 2026 Natixis Funds Trust II, not summed	13,242	0.00%	-667	May 31, 2026	Natixis Funds Trust II, not summed
19	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,480,120	1.08%	-105,167	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,901,133	0.98%	-386,089	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	5,806,130	0.97%	+3,065,649	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	385,884	0.06%	—	Jun 30, 2026	Goldman Sachs Trust, not summed
21.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	114,572	0.02%	-169,051	May 31, 2026	Goldman Sachs ETF Trust, not summed
21.3	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	73,427	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
21.4	Goldman Sachs Large Cap Growth Insights Fund Fund S000009328 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	64,160	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
21.5	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	55,832	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
22	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,746,501	0.96%	-304,032	Jun 30, 2026	carried, not yet filed for the newest quarter
23	SANDS CAPITAL MANAGEMENT, LLC 13F CIK 1020066 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,632,505	0.94%	+121,670	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,996,783	0.83%	-523,243	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,796,453	0.47%	+185,628	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.2	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	203,757	0.03%	-6,878	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
24.3	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	166,284	0.03%	+5,202	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24.4	Invesco S&P 500 High Beta ETF Fund S000030963 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	146,933	0.02%	+23,912	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	121,294	0.02%	+1,389	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,666,205	0.78%	+733,951	Jun 30, 2026	carried, not yet filed for the newest quarter
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,607,659	0.77%	+196,542	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,198,066	0.20%	-19,412	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,164,766	0.19%	+114,714	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	579,497	0.10%	+15,071	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	326,401	0.05%	+2,182	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	326,023	0.05%	+7,290	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27	TIGER GLOBAL MANAGEMENT LLC 13F CIK 1167483 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,576,007	0.76%	+576,007	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,552,401	0.76%	-164,546	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	148,509	0.02%	-19,974	Jun 30, 2026	Northern Funds, not summed
28.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	13,430	0.00%	+1,572	Jul 31, 2026	FlexShares Trust, not summed
29	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,470,306	0.74%	-1,828,029	Jun 30, 2026	carried, not yet filed for the newest quarter
30	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,130,730	0.69%	+1,121,005	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,100,141	0.68%	-65,467	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,522,236	0.59%	+73,839	Jun 30, 2026	carried, not yet filed for the newest quarter
33	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,285,177	0.55%	+137,189	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	398,082	0.07%	+20,362	Jul 31, 2026	Dimensional ETF Trust, not summed
33.2	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	313,700	0.05%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
33.3	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	271,483	0.05%	+1,594	Jul 31, 2026	Dimensional ETF Trust, not summed
33.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	235,778	0.04%	+10,521	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
33.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	214,915	0.04%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
34	ARK Investment Management LLC 13F CIK 1697748 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,097,973	0.52%	+4,037	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	ARK Innovation ETF Fund S000042977 · Registered fund · Jul 31, 2026 ARK ETF Trust, not summed	1,460,675	0.24%	+49,512	Jul 31, 2026	ARK ETF Trust, not summed
34.2	ARK Next Generation Internet ETF Fund S000042978 · Registered fund · Jul 31, 2026 ARK ETF Trust, not summed	713,169	0.12%	+43,508	Jul 31, 2026	ARK ETF Trust, not summed
34.3	ARK Blockchain & Fintech Innovation ETF Fund S000064752 · Registered fund · Jul 31, 2026 ARK ETF Trust, not summed	572,373	0.10%	-51,317	Jul 31, 2026	ARK ETF Trust, not summed
35	PointState Capital LP 13F CIK 1509842 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,094,493	0.52%	-883,194	Jun 30, 2026	carried, not yet filed for the newest quarter
36	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,024,524	0.50%	-284,772	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,003,926	0.50%	-104,043	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	2,905,656	0.48%	-180,966	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
39	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,886,376	0.48%	+220,121	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Amova Asset Management Americas, Inc. 13F CIK 1480751 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,884,009	0.48%	+38,092	Jun 30, 2026	carried, not yet filed for the newest quarter
41	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	2,786,799	0.46%	-94,068	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	411	0.00%	-65	May 31, 2026	UBS INVESTMENT TRUST, not summed
41.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	182	0.00%	+42	Jun 30, 2026	UBS FUNDS, not summed
42	Growth Fund Fund S000008791 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	2,701,637	0.45%	0	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
43	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,700,336	0.45%	+75,802	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Hyperion Asset Management Ltd 13F CIK 1619844 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,682,854	0.45%	+172,848	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,674,147	0.45%	-113,743	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	45,181	0.01%	-2,144	Jul 31, 2026	BNY Mellon ETF Trust, not summed
45.2	BNY Mellon Innovators ETF Fund S000080183 · Registered fund · Aug 29, 2025 BNY Mellon ETF Trust, not summed	4,376	0.00%	0	Aug 29, 2025	BNY Mellon ETF Trust, not summed
46	Third Point LLC 13F CIK 1040273 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,558,943	0.43%	+2,558,943	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Bridge Builder Large Cap Growth Fund Fund S000048334 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	2,558,379	0.43%	+9,257	Jun 30, 2026	Bridge Builder Trust, not summed
48	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,452,918	0.41%	-740,349	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	7,008,502	1.17%	+38,752	May 31, 2026	Fidelity Concord Street Trust, not summed
48.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,972,971	0.33%	-8,270	Jul 31, 2026	Fidelity Salem Street Trust, not summed
48.3	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,259,731	0.21%	+295,619	May 31, 2026	Fidelity Rutland Square Trust II, not summed
48.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,034,543	0.17%	+10,100	May 31, 2026	Fidelity Concord Street Trust, not summed
48.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	836,024	0.14%	+25,830	May 31, 2026	Fidelity Concord Street Trust, not summed
49	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,312,392	0.38%	+976,899	Jun 30, 2026	carried, not yet filed for the newest quarter
50	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	2,200,000	0.37%	+200,000	Jun 30, 2026	American Funds Fundamental Investors, not summed

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

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Key facts CIK 1512673 CUSIP 852234103 13F (30d) 160 filings 143 filers Visit website Investor relations