ZM · Zoom Communications, Inc. · Shareholders & Ownership

$98.80 +1.34 (+1.37%)

Russell 1000 member Rebalance outlook locked

Market Cap

$28.50B

291.78M

Volume · Oct 21 245.1K Avg daily vol (3M) 3.06M

Every disclosed holder of ZM 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 ZM

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)	890	202,120,635	69.27%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	22,678,217	7.77%	Yes
Remaining	—	66,984,859	22.96%	Rest
Registered funds (N-PORT, not summed)	545	63,583,076	21.79%	No

Shares outstanding: 291,783,711, 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 ZM

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	18,017,253	6.17%	+239,695	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,362,187	0.47%	+181,578	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	1,091,925	0.37%	+74,989	Jun 30, 2026	iShares Trust, not summed
1.3	iShares MSCI USA Min Vol Factor ETF Fund S000031838 · Registered fund · Jul 31, 2026 iShares Trust, not summed	596,087	0.20%	-3,477	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	595,012	0.20%	-15,024	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	407,123	0.14%	+23,707	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,108,114	4.49%	-293,929	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	13,143,833	4.50%	-298,935	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,542,227	3.96%	+51,371	Jun 30, 2026	carried, not yet filed for the newest quarter
4	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,561,233	2.93%	-514,087	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,981,726	2.74%	-44,294	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	7,970,328	2.73%	—	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	7,562,489	2.59%	-266,143	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	92,453	0.03%	-2,200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.2	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	49,177	0.02%	+19,729	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	31,260	0.01%	-7,466	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF Fund S000048346 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	15,132	0.01%	+388	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	3,391	0.00%	+408	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
8	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,198,258	2.47%	-462,014	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	1,805,039	0.62%	+315,300	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
8.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,369,236	0.47%	+81,387	May 31, 2026	Fidelity Concord Street Trust, not summed
8.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,007,484	0.35%	+20,527	Jul 31, 2026	Fidelity Salem Street Trust, not summed
8.4	Fidelity SAI U.S. Quality Index Fund Fund S000051137 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	920,026	0.32%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
8.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	501,862	0.17%	+3,822	May 31, 2026	Fidelity Concord Street Trust, not summed
9	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,530,217	2.24%	-1,831,794	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	176,243	0.06%	-19,956	Jun 30, 2026	AQR Funds, not summed
9.2	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	146,040	0.05%	-106,729	Jun 30, 2026	AQR Funds, not summed
9.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	126,237	0.04%	+52,554	Jun 30, 2026	AQR Funds, not summed
9.4	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	119,537	0.04%	0	Jun 30, 2026	AQR Funds, not summed
9.5	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	84,214	0.03%	+53,665	Jun 30, 2026	AQR 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	6,151,343	2.11%	+883,549	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,447,375	1.87%	-1,239	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,003,535	1.37%	+65,528	Jun 30, 2026	carried, not yet filed for the newest quarter
13	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,752,904	1.29%	-428,563	Jun 30, 2026	carried, not yet filed for the newest quarter
14	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,510,016	1.20%	+688,737	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,050,068	1.05%	+86,220	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,863,444	0.98%	+263,351	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Rubric Capital Management LP 13F CIK 1687509 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,766,009	0.95%	+1,765,003	Jun 30, 2026	carried, not yet filed for the newest quarter
18	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,736,806	0.94%	+2,031,121	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	2,653,812	0.91%	-175,163	May 31, 2026	VANGUARD WORLD FUND, not summed
20	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,520,290	0.86%	+1,921,805	Jun 30, 2026	carried, not yet filed for the newest quarter
21	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,485,675	0.85%	+133,549	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	352,628	0.12%	+5,894	Jul 31, 2026	Dimensional ETF Trust, not summed
21.2	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	330,897	0.11%	0	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
21.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	239,678	0.08%	+7,339	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	167,231	0.06%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	143,473	0.05%	+579	Jul 31, 2026	Dimensional ETF Trust, not summed
22	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	2,407,891	0.83%	-248,114	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	UBS Engage For Impact Fund Fund S000063381 · Registered fund · Mar 31, 2026 UBS FUNDS, not summed	3,294	0.00%	—	Mar 31, 2026	UBS FUNDS, not summed
22.2	PACE Large Co Growth Equity Investments Fund S000002972 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	1,532	0.00%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
23	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,390,393	0.82%	+56,399	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,380,704	0.82%	-78,100	Jun 30, 2026	carried, not yet filed for the newest quarter
25	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,304,515	0.79%	+536,787	Jun 30, 2026	carried, not yet filed for the newest quarter
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,195,336	0.75%	+593,823	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	167,270	0.06%	-59,575	May 31, 2026	Goldman Sachs ETF Trust, not summed
26.2	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	93,571	0.03%	—	May 31, 2026	Goldman Sachs Trust, not summed
26.3	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	89,890	0.03%	-142,452	Jun 30, 2026	Goldman Sachs Trust, not summed
26.4	Goldman Sachs Mid Cap Growth Fund Fund S000009321 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	45,563	0.02%	—	May 31, 2026	Goldman Sachs Trust, not summed
26.5	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	39,331	0.01%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
27	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,187,231	0.75%	+164,027	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,139,205	0.73%	+150,160	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	515	0.00%	+66	Jun 30, 2026	PIMCO Equity Series, not summed
28.2	PIMCO RAFI ESG U.S. ETF Fund S000066985 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	196	0.00%	+30	Jun 30, 2026	PIMCO Equity Series, not summed
29	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,066,908	0.71%	-528,932	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,017,972	0.69%	-1,118,378	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Caisse de depot et placement du Quebec 13F CIK 898286 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,717,935	0.59%	-230,328	Jun 30, 2026	carried, not yet filed for the newest quarter
32	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,702,078	0.58%	-77,834	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,320	0.00%	-302	Jul 31, 2026	FlexShares Trust, not summed
32.2	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,376	0.00%	-504	Jul 31, 2026	FlexShares Trust, not summed
32.3	Large Cap Core Fund Fund S000001243 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,440	0.00%	—	Jun 30, 2026	Northern Funds, not summed
33	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,681,788	0.58%	+257,537	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,671,941	0.57%	+32,902	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,614,788	0.55%	-25,249	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
36	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,603,699	0.55%	+27,626	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	811	0.00%	-18	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
36.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	575	0.00%	+110	Jul 31, 2026	E Trade Trust, not summed
36.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	428	0.00%	+80	Jul 31, 2026	E Trade Trust, not summed
36.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	107	0.00%	-5	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., 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	1,593,018	0.55%	+165,933	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	564,851	0.19%	+51,879	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	280,866	0.10%	+6,985	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	160,652	0.06%	+2,105	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	157,969	0.05%	+2,395	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37.5	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	85,002	0.03%	+1,282	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
38	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,521,085	0.52%	-831,366	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	VictoryShares Free Cash Flow ETF Fund S000080688 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	1,302,111	0.45%	-815,551	Jun 30, 2026	Victory Portfolios II, not summed
38.2	Victory Pioneer Mid Cap Value Fund Fund S000089757 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	72,949	0.03%	-664	Jul 31, 2026	Victory Portfolios IV, not summed
38.3	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	61,883	0.02%	-635	Jul 31, 2026	Victory Portfolios III, not summed
38.4	Victory Value Fund Fund S000012920 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	34,870	0.01%	0	Jul 31, 2026	Victory Portfolios III, not summed
38.5	VictoryShares US Value Momentum ETF Fund S000065156 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	13,807	0.00%	-4,640	Jun 30, 2026	Victory Portfolios II, not summed
39	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,459,709	0.50%	+47,964	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	22,618	0.01%	+24	Jul 31, 2026	BNY Mellon ETF Trust, not summed
40	JPMorgan Mid Cap Value Fund Fund S000004475 · Registered fund · Jun 30, 2026 J.P. Morgan Fleming Mutual Fund Group, Inc., not summed	1,354,357	0.46%	-353,577	Jun 30, 2026	J.P. Morgan Fleming Mutual Fund Group, Inc., not summed
41	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,336,729	0.46%	+250,005	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	DWS Digital Horizons Fund Fund S000032042 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	5,360	0.00%	-3,519	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
41.2	Xtrackers Artificial Intelligence and Big Data ETF Fund S000085311 · Registered fund · May 31, 2026 DBX ETF Trust, not summed	4,255	0.00%	+96	May 31, 2026	DBX ETF Trust, not summed
41.3	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	3,299	0.00%	+507	May 29, 2026	DBX ETF Trust, not summed
41.4	Xtrackers MSCI Kokusai Equity ETF Fund S000067508 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	2,420	0.00%	+64	May 29, 2026	DBX ETF Trust, not summed
41.5	Xtrackers Net Zero Pathway Paris Aligned US Equity ETF Fund S000076557 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	1,625	0.00%	-65	May 29, 2026	DBX ETF Trust, not summed
42	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,316,191	0.45%	-46,310	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	First Trust Dow Jones Internet Index Fund Fund S000012479 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	543,633	0.19%	-92,407	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
42.2	First Trust Technology AlphaDEX Fund Fund S000017703 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	492,662	0.17%	+227,777	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
42.3	First Trust Active Factor Large Cap ETF Fund S000066788 · Registered fund · May 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	29,575	0.01%	+2,726	May 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
42.4	First Trust Large Cap Growth AlphaDEX Fund Fund S000017341 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	28,996	0.01%	-21,229	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
42.5	First Trust Nasdaq BuyWrite Income ETF Fund S000040305 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	20,609	0.01%	+12,066	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
43	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,246,150	0.43%	-650	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	808,450	0.28%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
43.2	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	334,600	0.11%	-1,000	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
44	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,187,308	0.41%	+580,356	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Comprehensive Financial Management LLC 13F CIK 1799802 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,171,195	0.40%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,144,998	0.39%	+488,319	Jun 30, 2026	carried, not yet filed for the newest quarter
47	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,132,643	0.39%	-46,406	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	LSV Disciplined Value ETF Fund S000089218 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	28,655	0.01%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
47.2	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	6,100	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
47.3	LSV U.S. Managed Volatility Fund Fund S000045798 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	1,500	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
47.4	LSV Global Managed Volatility Fund Fund S000045799 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	600	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
48	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,100,052	0.38%	+61,740	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Pacer US Cash Cows 100 ETF Fund S000055466 · Registered fund · Jul 31, 2026 Pacer Funds Trust, not summed	1,076,836	0.37%	-420,832	Jul 31, 2026	Pacer Funds Trust, not summed
50	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,072,103	0.37%	+384,841	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1585521 CUSIP 98980L101 13F (30d) 169 filings 145 filers Visit website Investor relations