ZS · Zscaler, Inc. · Shareholders & Ownership

$215.50 +2.97 (+1.40%)

Russell 1000 member Rebalance outlook locked

Market Cap

$34.96B

163.05M

Volume · Oct 20 1.34M Avg daily vol (3M) 2.84M

Every disclosed holder of ZS 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 ZS

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)	768	82,782,335	50.77%	Yes
Insiders (Forms 3, 4, 5)	16	3,977,052	2.44%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	76,295,311	46.79%	Rest
Registered funds (N-PORT, not summed)	466	28,550,568	17.51%	No

Shares outstanding: 163,054,698, 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 ZS

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	9,890,384	6.07%	+1,322,067	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,255,213	5.06%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	617,134	0.38%	-53,806	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	526,930	0.32%	+73,047	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	430,891	0.26%	+49,926	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	398,952	0.24%	-3,844	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	6,196,726	3.80%	+266,091	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,721,393	2.90%	+60,503	Jun 30, 2026	carried, not yet filed for the newest quarter
4	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,529,213	2.16%	+10,535	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	First Trust Lunt U.S. Factor Rotation ETF Fund S000062216 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	5,116	0.00%	—	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,335,380	2.05%	+11,859	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,161,548	1.94%	+236,609	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	48,044	0.03%	—	May 31, 2026	Goldman Sachs Trust, not summed
6.2	Goldman Sachs Technology Opportunities Fund Fund S000009339 · Registered fund · Nov 30, 2025 Goldman Sachs Trust, not summed	38,649	0.02%	—	Nov 30, 2025	Goldman Sachs Trust, not summed
6.3	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	25,689	0.02%	+5,595	May 31, 2026	Goldman Sachs Trust, not summed
6.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	25,055	0.02%	+7,777	May 31, 2026	Goldman Sachs ETF Trust, not summed
6.5	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	20,198	0.01%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
7	First Trust Nasdaq Cybersecurity ETF Fund S000050385 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund II, not summed	2,981,860	1.83%	+515,580	Jun 30, 2026	First Trust Exchange-Traded Fund II, not summed
8	Mangal Ajay Insider CIK 1733842 · Jun 9, 2025 10% Owner, issuer-wide	2,550,210	1.56%	—	Jun 9, 2025	10% Owner, issuer-wide
8.1	Ajay Mangal 13G CIK 1733842 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor, not summed	29,394,532	18.03%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor, not summed
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,493,672	1.53%	+109,154	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	36,609	0.02%	+1,100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9.2	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	23,548	0.01%	+4,356	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	22,540	0.01%	+13,864	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.4	State Street(R) SPDR(R) S&P Kensho Future Security ETF Fund S000059702 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	15,414	0.01%	+9,161	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.5	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	1,375	0.00%	+153	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
10	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,277,408	1.40%	+20,232	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,104,621	1.29%	+184,081	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,090,724	1.28%	+3,814	Jun 30, 2026	carried, not yet filed for the newest quarter
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,731,190	1.06%	-233,924	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,675,008	1.03%	+119,904	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Victory Pioneer Fund Fund S000089764 · Registered fund · Jun 30, 2026 Victory Portfolios IV, not summed	678,385	0.42%	-41,144	Jun 30, 2026	Victory Portfolios IV, not summed
14.2	VictoryShares Free Cash Flow Growth ETF Fund S000089011 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	32,191	0.02%	+16,462	Jun 30, 2026	Victory Portfolios II, not summed
14.3	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	24,496	0.02%	+370	Jul 31, 2026	Victory Portfolios III, not summed
14.4	Victory Science & Technology Fund Fund S000012911 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	18,863	0.01%	-9,645	Jul 31, 2026	Victory Portfolios III, not summed
14.5	Victory Pioneer Fund VCT Portfolio Fund S000089718 · Registered fund · Jun 30, 2026 Victory Variable Insurance Funds II, not summed	11,471	0.01%	-374	Jun 30, 2026	Victory Variable Insurance Funds II, not summed
15	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,628,517	1.00%	+193,655	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,363,319	0.84%	+347,340	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	115,043	0.07%	+3,562	Jun 30, 2026	AQR Funds, not summed
16.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	54,698	0.03%	—	Jun 30, 2026	AQR Funds, not summed
16.3	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	23,202	0.01%	-24,726	Jun 30, 2026	AQR Funds, not summed
16.4	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	12,162	0.01%	+1,699	Jun 30, 2026	AQR Funds, not summed
16.5	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,582	0.00%	-1,511	Jun 30, 2026	AQR Funds, not summed
17	Jericho Capital Asset Management L.P. 13F CIK 1525234 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,362,862	0.84%	+1,362,862	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,180,136	0.72%	+40,979	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,137,837	0.70%	+129,563	Jun 30, 2026	carried, not yet filed for the newest quarter
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,136,698	0.70%	-145,166	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,836	0.00%	+1,453	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
20.2	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	246	0.00%	+194	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
20.3	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	229	0.00%	+60	Jul 31, 2026	E Trade Trust, not summed
20.4	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	151	0.00%	-7	Jul 31, 2026	E Trade Trust, not summed
21	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,129,691	0.69%	+794,787	Jun 30, 2026	carried, not yet filed for the newest quarter
22	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,103,212	0.68%	+209,711	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	74,989	0.05%	+14,957	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
23	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,008,595	0.62%	+497,738	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	970,581	0.60%	+3,444	May 31, 2026	VANGUARD WORLD FUND, not summed
25	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	951,598	0.58%	+282,346	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VOLORIDGE INVESTMENT MANAGEMENT, LLC 13F CIK 1556921 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	882,348	0.54%	+454,562	Jun 30, 2026	carried, not yet filed for the newest quarter
27	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	866,494	0.53%	-1,517,931	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Ultra Fund Fund S000006195 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	460,000	0.28%	-760,000	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
27.2	Select Fund Fund S000006194 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	115,300	0.07%	-207,400	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
27.3	Disciplined Core Equity Fund Fund S000005977 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	9,150	0.01%	—	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
27.4	Disciplined Growth Fund Fund S000005976 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	2,090	0.00%	+612	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
28	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	844,464	0.52%	-568,370	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	805,227	0.49%	+10,283	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	788,393	0.48%	+354,395	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	770,236	0.47%	+93,584	Jun 30, 2026	carried, not yet filed for the newest quarter
32	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	759,988	0.47%	+227,682	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Penserra Capital Management LLC 13F CIK 1593324 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	739,440	0.45%	+183,523	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Amplify Cybersecurity ETF Fund S000082278 · Registered fund · Jun 30, 2026 Amplify ETF Trust, not summed	738,863	0.45%	+183,494	Jun 30, 2026	Amplify ETF Trust, not summed
35	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	724,557	0.44%	+582,640	Jun 30, 2026	carried, not yet filed for the newest quarter
36	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	708,467	0.43%	+19,966	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,906	0.00%	+230	Jun 30, 2026	Northern Funds, not summed
36.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,580	0.00%	-646	Jul 31, 2026	FlexShares Trust, not summed
37	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	707,745	0.43%	+126,492	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	666,566	0.41%	+17,261	Jun 30, 2026	carried, not yet filed for the newest quarter
39	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	660,245	0.40%	+363,691	Jun 30, 2026	carried, not yet filed for the newest quarter
40	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	643,928	0.39%	-1,105,282	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	T. Rowe Price Global Technology Fund, Inc. Fund S000002085 · Registered fund · Jun 30, 2026 T. ROWE PRICE GLOBAL TECHNOLOGY FUND, INC., not summed	120,327	0.07%	-867	Jun 30, 2026	T. ROWE PRICE GLOBAL TECHNOLOGY FUND, INC., not summed
40.2	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	104,239	0.06%	-82,212	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
40.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	14,632	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
40.4	T. Rowe Price Mid-Cap Index Fund Fund S000051326 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	9,261	0.01%	+965	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
40.5	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	5,143	0.00%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
41	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	636,789	0.39%	+129,015	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Global X Cybersecurity ETF Fund S000066713 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	400,442	0.25%	+202,251	May 31, 2026	GLOBAL X FUNDS, not summed
41.2	Global X Artificial Intelligence & Technology ETF Fund S000061326 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	126,140	0.08%	+5,120	May 31, 2026	GLOBAL X FUNDS, not summed
41.3	Global X Cloud Computing ETF Fund S000065121 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	69,678	0.04%	+37,241	May 31, 2026	GLOBAL X FUNDS, not summed
41.4	Global X PureCap MSCI Information Technology ETF Fund S000093599 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	380	0.00%	+3	May 31, 2026	GLOBAL X FUNDS, not summed
41.5	Global X Adaptive U.S. Risk Management ETF Fund S000070582 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	211	0.00%	-10	May 31, 2026	GLOBAL X FUNDS, not summed
42	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	635,774	0.39%	+9,479	Jun 30, 2026	carried, not yet filed for the newest quarter
43	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	582,760	0.36%	+70,580	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	220,876	0.14%	+26,626	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	108,115	0.07%	+3,930	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	61,892	0.04%	+1,638	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
43.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	61,448	0.04%	+2,330	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
43.5	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	33,259	0.02%	+869	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
44	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	552,057	0.34%	+311,743	Jun 30, 2026	carried, not yet filed for the newest quarter
45	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	479,596	0.29%	+479,596	Jun 30, 2026	carried, not yet filed for the newest quarter
46	SG Americas Securities, LLC 13F CIK 1313360 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	470,731	0.29%	+387,001	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	470,467	0.29%	-24,267	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	8,242	0.01%	+8	Jul 31, 2026	BNY Mellon ETF Trust, not summed
48	Pacer Advisors, Inc. 13F CIK 1616667 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	467,662	0.29%	+376,079	Jun 30, 2026	carried, not yet filed for the newest quarter
49	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	444,111	0.27%	-335,134	Jun 30, 2026	carried, not yet filed for the newest quarter
50	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	411,216	0.25%	—	Jun 30, 2026	carried, not yet filed for the newest quarter

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

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1713683 CUSIP 98980G102 13F (30d) 119 filings 110 filers Visit website Investor relations