ABR · Arbor Realty Trust Inc · Shareholders & Ownership

$1.79 +0.04 (+2.29%) At close · Nov 4 Play latest call Q3 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$329.68M

184.18M

Volume · Nov 4 9.28M Avg daily vol (3M) 6.64M

Every disclosed holder of ABR 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 ABR

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)	303	117,379,552	63.73%	Yes
Insiders (Forms 3, 4, 5)	22	31,647,031	17.18%	Yes
13D/G-only blocks	1	14,339,528	7.79%	Yes
Remaining	—	20,810,520	11.30%	Rest
Registered funds (N-PORT, not summed)	166	61,626,889	33.46%	No

Shares outstanding: 184,176,631, 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 ABR

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	Ivan Kaufman 13G CIK 1253986 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor, unconfirmed, last confirmed Dec 31, 2023	14,339,528	7.79%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor, unconfirmed, last confirmed Dec 31, 2023
2	BlackRock, Inc. 13G CIK 2012383 · Holding company · Oct 31, 2026 Rule 13d-1(b), qualified institution, not summed	13,605,216	7.39%	—	Oct 31, 2026	Rule 13d-1(b), qualified institution, not summed
2.1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	26,466,351	14.37%	-374,042	Jun 30, 2026	carried, not yet filed for the newest quarter
2.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	10,493,101	5.70%	0	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,031,279	2.19%	0	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Mortgage Real Estate ETF Fund S000015626 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,186,989	1.19%	-105,631	Jun 30, 2026	iShares Trust, not summed
2.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,654,452	0.90%	-49,852	Jun 30, 2026	iShares Trust, not summed
3	Arbor Commercial Mortgage, LLC 13G CIK 1285910 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor, not summed	13,019,800	7.07%	-113,636	Dec 31, 2025	Rule 13d-1(d), exempt investor, not summed
3.1	ARBOR COMMERCIAL MORTGAGE LLC Insider CIK 1285910 · Feb 26, 2025 Director, issuer-wide	10,483,930	5.69%	-113,636	Feb 26, 2025	Director, issuer-wide
4	KAUFMAN IVAN Insider CIK 942473 · Aug 5, 2026 Director, COB, CEO and President, issuer-wide	10,939,091	5.94%	+6,077,715	Aug 5, 2026	Director, COB, CEO and President, issuer-wide
4.1	Ivan Kaufman 13G CIK 942473 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor, not summed	15,143,777	8.22%	+321,038	Dec 31, 2025	Rule 13d-1(d), exempt investor, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,881,084	4.82%	-793,940	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,935,318	5.39%	+335,027	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,310,053	4.51%	+741,658	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	9,777,693	5.31%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,800,627	4.24%	+360,247	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,764,039	0.96%	-9,677	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	987,990	0.54%	-29,975	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	66,000	0.04%	-400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.4	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	36,808	0.02%	+522	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF Fund S000033831 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	11,733	0.01%	+1,996	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,751,242	3.12%	+712,322	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,001,558	2.72%	+285,083	Jun 30, 2026	carried, not yet filed for the newest quarter
10	COATUE MANAGEMENT LLC 13F CIK 1135730 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,196,885	2.28%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
11	MARTELLO JOSEPH Insider CIK 1285194 · Nov 7, 2024 Director, issuer-wide	3,785,237	2.06%	0	Nov 7, 2024	Director, issuer-wide
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,687,444	2.00%	+124,659	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,595,273	1.95%	+351,372	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	73,472	0.04%	+36,447	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
13.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	32,801	0.02%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
13.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	6,556	0.00%	-316	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
14	Natalone John Insider CIK 1696122 · Aug 5, 2026 EVP, Treasury and Servicing, issuer-wide	3,364,009	1.83%	-375,000	Aug 5, 2026	EVP, Treasury and Servicing, issuer-wide
15	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,158,654	1.72%	+327,060	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Invesco KBW High Dividend Yield Financial ETF Fund S000030361 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	2,106,425	1.14%	+222,576	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.2	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	301,347	0.16%	+132,672	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.3	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	132,861	0.07%	+21,092	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.4	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	113,469	0.06%	+1,954	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	34,544	0.02%	+4,491	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,109,957	1.69%	-236,377	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,288,016	0.70%	+163,811	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	906,702	0.49%	-36,786	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	466,878	0.25%	+39,607	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	333,986	0.18%	+33,465	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	117,000	0.06%	+1,041	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,026,244	1.64%	+1,337,243	Jun 30, 2026	carried, not yet filed for the newest quarter
18	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,837,873	1.54%	+116,437	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,655,080	1.44%	+68,165	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,213,643	1.20%	+34,641	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	2,171,588	1.18%	+61,012	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	97,525	0.05%	+8,984	Jun 30, 2026	Northern Funds, not summed
21.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	37,938	0.02%	+21,800	Jun 30, 2026	Northern Funds, not summed
21.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	15,168	0.01%	-23,486	Jul 31, 2026	FlexShares Trust, not summed
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,907,418	1.04%	+404,460	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	801	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
23	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,837,250	1.00%	-115,010	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	VanEck Mortgage REIT Income ETF Fund S000033325 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	1,861,785	1.01%	-71,384	Jun 30, 2026	VanEck ETF Trust, not summed
24	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,813,282	0.98%	+1,813,282	Jun 30, 2026	carried, not yet filed for the newest quarter
25	COOPERMAN LEON G 13F CIK 898382 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,664,739	0.90%	+104,739	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,421,048	0.77%	+100,611	Jun 30, 2026	carried, not yet filed for the newest quarter
27	SCOGGIN MANAGEMENT LP 13F CIK 1086416 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,375,000	0.75%	+1,375,000	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,264,086	0.69%	-13,360	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	1,100,032	0.60%	+100,951	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
30	Advisors Asset Management, Inc. 13F CIK 1297376 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	931,196	0.51%	-94,254	Jun 30, 2026	carried, not yet filed for the newest quarter
31	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	891,939	0.48%	-37,736	Sep 30, 2026
31.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	141,726	0.08%	-12,110	Jul 31, 2026	Principal Funds, Inc, not summed
31.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	12,778	0.01%	+6,425	Jul 31, 2026	Principal Funds, Inc, not summed
32	CAXTON ASSOCIATES LLP 13F CIK 2051323 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	872,985	0.47%	+612,426	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	866,564	0.47%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
34	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	840,309	0.46%	+119,017	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	836,125	0.45%	+185,318	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	805,452	0.44%	+184,031	Jun 30, 2026	Victory Portfolios II, not summed
35.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	21,312	0.01%	+1,287	Jul 31, 2026	Victory Portfolios III, not summed
36	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	831,300	0.45%	-90,021	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · Aug 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	691,702	0.38%	+12,790	Aug 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
38	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	660,821	0.36%	-39,304	Jun 30, 2026	carried, not yet filed for the newest quarter
39	GraniteShares Advisors LLC 13F CIK 1839545 · Unknown · Sep 30, 2026	646,953	0.35%	+289,683	Sep 30, 2026
40	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	615,111	0.33%	+14,186	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Miller Income Fund Fund S000082977 · Registered fund · Jun 30, 2026 Advisor Managed Portfolios, not summed	611,000	0.33%	+7,000	Jun 30, 2026	Advisor Managed Portfolios, not summed
42	Miller Value Partners, LLC 13F CIK 1135778 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	611,000	0.33%	+7,000	Jun 30, 2026	carried, not yet filed for the newest quarter
43	CERTUITY, LLC 13F CIK 1800752 · Registered investment adviser · Sep 30, 2026	600,000	0.33%	-537	Sep 30, 2026
44	Odyssean, LLC 13F CIK 2092853 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	570,598	0.31%	+396,292	Jun 30, 2026	carried, not yet filed for the newest quarter
45	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	539,536	0.29%	-26,413	Jun 30, 2026	carried, not yet filed for the newest quarter
46	WEBER FRED Insider CIK 1285199 · Mar 14, 2026 EVP-Structured Finance, issuer-wide	522,120	0.28%	+15,148	Mar 14, 2026	EVP-Structured Finance, issuer-wide
47	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	502,966	0.27%	-47,769	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	643,790	0.35%	+283,610	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
47.2	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	220,483	0.12%	+107,105	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
47.3	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	38,131	0.02%	+20,605	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
48	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	501,016	0.27%	+7,364	Jun 30, 2026	carried, not yet filed for the newest quarter
49	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	480,668	0.26%	-73,040	Jun 30, 2026	carried, not yet filed for the newest quarter
50	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	451,669	0.25%	+438,475	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	2,115,729	1.15%	+178,505	Jul 31, 2026	Fidelity Salem Street Trust, not summed
50.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	1,052,901	0.57%	+25,392	Aug 31, 2026	Fidelity Concord Street Trust, not summed
50.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	428,712	0.23%	—	Jun 30, 2026	Fidelity Covington Trust, not summed
50.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	374,025	0.20%	-295	Aug 31, 2026	Fidelity Concord Street Trust, not summed
50.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	297,284	0.16%	-1,485	Aug 31, 2026	Fidelity Concord Street Trust, not summed

27 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.

Showing 1–50 of 398 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1253986 CUSIP 038923108 13F (30d) 116 filings 104 filers Visit website Investor relations