YUM · Yum Brands Inc · Shareholders & Ownership

$151.60 +1.77 (+1.18%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$41.40B

272.90M

Volume · Oct 20 2.52M Avg daily vol (3M) 2.39M

Every disclosed holder of YUM 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 YUM

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)	1,430	243,158,333	89.10%	Yes
Insiders (Forms 3, 4, 5)	16	288,257	0.11%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	29,454,495	10.79%	Rest
Registered funds (N-PORT, not summed)	798	114,196,126	41.85%	No

Shares outstanding: 272,901,085, 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 YUM

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	26,190,487	9.60%	-245,742	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	3,790,978	1.39%	+219,901	Jun 30, 2026	iShares Trust, not summed
1.2	iShares MSCI USA Min Vol Factor ETF Fund S000031838 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,394,342	0.51%	-6,279	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	1,136,608	0.42%	+71,635	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	500,962	0.18%	+36,675	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	486,468	0.18%	-141,345	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	18,000,462	6.60%	-2,464	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,961,198	6.22%	+135,269	Jun 30, 2026	carried, not yet filed for the newest quarter
4	JPMORGAN CHASE & CO 13G CIK 19617 · Bank · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	16,891,995	6.19%	-3,163,654	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.1	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	20,017,649	7.34%	+646,740	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	13,996,754	5.13%	+60,698	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	13,185,799	4.83%	+200,846	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF Fund S000006408 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,549,483	0.57%	+67,134	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
6.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	657,475	0.24%	+73,677	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	201,608	0.07%	+6,197	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	171,011	0.06%	+4,407	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	104,902	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,272,924	3.76%	+391,304	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	8,804,472	3.23%	+56,215	Jul 31, 2026	Washington Mutual Investors Fund, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,749,332	3.21%	-26,236	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	8,371,753	3.07%	+43,384	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,141,043	2.62%	+84,694	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,972,471	2.19%	+2,684	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	5,022,027	1.84%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,846,026	1.78%	+809,800	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,233,137	0.45%	+155,765	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14.2	Invesco Main Street Fund Fund S000064632 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	972,522	0.36%	+36,152	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
14.3	Invesco Diversified Dividend Fund Fund S000000281 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	573,162	0.21%	-39,152	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
14.4	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	403,163	0.15%	-49,092	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
14.5	Invesco Main Street Mid Cap Fund Fund S000064651 · Registered fund · Jun 30, 2026 AIM Growth Series (Invesco Growth Series), not summed	262,689	0.10%	+47,980	Jun 30, 2026	AIM Growth Series (Invesco Growth Series), not summed
15	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,631,940	1.70%	+4,317,526	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	BALANCED PORTFOLIO Fund S000004390 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	113,698	0.04%	—	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,397,381	1.61%	+191,767	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	902	0.00%	+23	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
16.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	564	0.00%	+54	Jul 31, 2026	E Trade Trust, not summed
16.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	385	0.00%	+43	Jul 31, 2026	E Trade Trust, not summed
16.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	120	0.00%	+1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
17	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,994,679	1.46%	+193,837	Jun 30, 2026	carried, not yet filed for the newest quarter
18	JPMorgan Equity Premium Income ETF Fund S000068402 · Registered fund · Jun 30, 2026 J.P. Morgan Exchange-Traded Fund Trust, not summed	3,875,321	1.42%	-108,653	Jun 30, 2026	J.P. Morgan Exchange-Traded Fund Trust, not summed
19	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,673,461	1.35%	-68,113	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Loomis Sayles Growth Fund Fund S000006699 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	983,655	0.36%	-54,326	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
19.2	Loomis Sayles Global Growth Fund Fund S000053353 · Registered fund · May 31, 2026 Natixis Funds Trust II, not summed	4,202	0.00%	-218	May 31, 2026	Natixis Funds Trust II, not summed
20	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,299,906	1.21%	+51,292	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,096,181	1.13%	-132,704	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	83,970	0.03%	-93	Jun 30, 2026	Northern Funds, not summed
21.2	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	17,958	0.01%	-219	Jul 31, 2026	FlexShares Trust, not summed
21.3	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	12,996	0.00%	+256	Jun 30, 2026	Northern Funds, not summed
21.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,478	0.00%	+10	Jul 31, 2026	FlexShares Trust, not summed
21.5	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,913	0.00%	-89	Jun 30, 2026	Northern Funds, not summed
22	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,896,631	1.06%	+892,491	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	T. Rowe Price Capital Appreciation Fund Fund S000002070 · Registered fund · Jun 30, 2026 T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed	3,127,492	1.15%	+755,538	Jun 30, 2026	T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed
22.2	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	2,587,553	0.95%	-1,747	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
22.3	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	851,552	0.31%	-14,234	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
22.4	T. Rowe Price Capital Appreciation Equity ETF Fund S000079834 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	520,215	0.19%	-131,739	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
22.5	T. Rowe Price Institutional Mid-Cap Equity Growth Fund Fund S000002092 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	290,108	0.11%	-32,237	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
23	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	2,625,350	0.96%	0	Jun 30, 2026	New Perspective Fund, not summed
24	Capital Income Builder Fund S000009000 · Registered fund · Jul 31, 2026 Capital Income Builder, not summed	2,593,631	0.95%	0	Jul 31, 2026	Capital Income Builder, not summed
25	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,563,062	0.94%	+55,177	Jun 30, 2026	carried, not yet filed for the newest quarter
26	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,507,287	0.92%	-101,875	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,553,134	1.30%	+19,650	May 31, 2026	Fidelity Concord Street Trust, not summed
26.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,047,236	0.38%	+14,721	Jul 31, 2026	Fidelity Salem Street Trust, not summed
26.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	524,488	0.19%	+6,015	May 31, 2026	Fidelity Concord Street Trust, not summed
26.4	Fidelity SAI U.S. Low Volatility Index Fund Fund S000049309 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	467,246	0.17%	+16,038	Jul 31, 2026	Fidelity Salem Street Trust, not summed
26.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	423,639	0.16%	+12,642	May 31, 2026	Fidelity Concord Street Trust, not summed
27	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	2,146,294	0.79%	-11,726	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	223	0.00%	0	May 31, 2026	UBS INVESTMENT TRUST, not summed
27.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	85	0.00%	+11	Jun 30, 2026	UBS FUNDS, not summed
28	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,111,735	0.77%	+9,180	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,093,797	0.77%	-761,195	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Bridge Builder Large Cap Growth Fund Fund S000048334 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	2,071,773	0.76%	+347,342	Jun 30, 2026	Bridge Builder Trust, not summed
31	JPMorgan Equity Income Fund Fund S000003846 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	1,974,506	0.72%	+221,497	Jun 30, 2026	JPMorgan Trust II, not summed
32	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,861,575	0.68%	-169,783	Jun 30, 2026	carried, not yet filed for the newest quarter
33	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,825,459	0.67%	-80,005	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	1,777,309	0.65%	-1,389	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	615,392	0.23%	-479	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	296,176	0.11%	+10,545	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	166,505	0.06%	+2,000	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	164,350	0.06%	+2,395	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	139,937	0.05%	-6,398	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,747,978	0.64%	-50,367	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	23,356	0.01%	+24	Jul 31, 2026	BNY Mellon ETF Trust, not summed
36	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,598,641	0.59%	-83,743	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	184,439	0.07%	-15,947	May 31, 2026	Goldman Sachs ETF Trust, not summed
36.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	22,282	0.01%	+2,268	May 31, 2026	Goldman Sachs ETF Trust, not summed
36.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	19,250	0.01%	+3,837	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
36.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	13,843	0.01%	-437	May 31, 2026	Goldman Sachs ETF Trust, not summed
36.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	11,467	0.00%	+3,670	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,558,164	0.57%	-16,627	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,524,928	0.56%	+243,729	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Sustainable Growth Advisers, LP 13F CIK 1290668 · Registered investment adviser · Sep 30, 2026	1,516,303	0.56%	-981,737	Sep 30, 2026
40	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,496,520	0.55%	-68,659	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
41	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,474,350	0.54%	+83,253	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	AB RELATIVE VALUE FUND, INC. Fund S000010080 · Registered fund · Jun 30, 2026 AB RELATIVE VALUE FUND, INC., not summed	161,710	0.06%	0	Jun 30, 2026	AB RELATIVE VALUE FUND, INC., not summed
41.2	AB Relative Value Portfolio Fund S000010448 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	95,057	0.03%	+6,900	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
41.3	AB US Low Volatility Equity ETF Fund S000079472 · Registered fund · May 31, 2026 AB Active ETFs, Inc., not summed	12,460	0.00%	-898	May 31, 2026	AB Active ETFs, Inc., not summed
41.4	AB All Market Total Return Portfolio Fund S000010512 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	1,621	0.00%	+227	Jun 30, 2026	AB PORTFOLIOS, not summed
41.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	1,230	0.00%	+9	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
42	TD Asset Management Inc 13F CIK 1056053 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,350,006	0.49%	-57,770	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,309,739	0.48%	-259,992	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,233,167	0.45%	-141,920	Jun 30, 2026	carried, not yet filed for the newest quarter
45	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,227,576	0.45%	+100,658	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	19,067	0.01%	+2,783	May 29, 2026	DBX ETF Trust, not summed
45.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	16,673	0.01%	-3,526	May 29, 2026	DBX ETF Trust, not summed
45.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	8,618	0.00%	-350	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
45.4	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	4,820	0.00%	+810	May 29, 2026	DBX ETF Trust, not summed
45.5	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	4,583	0.00%	-316	May 29, 2026	DBX ETF Trust, not summed
46	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,124,462	0.41%	+435,665	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	1,112,470	0.41%	+13,909	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
48	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,054,862	0.39%	+35,475	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	172,077	0.06%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
48.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	133,232	0.05%	+3,277	Jul 31, 2026	Dimensional ETF Trust, not summed
48.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	108,530	0.04%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
48.4	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	84,224	0.03%	+543	Jul 31, 2026	Dimensional ETF Trust, not summed
48.5	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	61,463	0.02%	-1,986	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
49	Ilex Capital Partners (UK) LLP 13F CIK 1985486 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,016,155	0.37%	+1,016,155	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,014,232	0.37%	+413,235	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 1041061 CUSIP 988498101 13F (30d) 229 filings 219 filers Visit website Investor relations