AKR · Acadia Realty Trust · Shareholders & Ownership

$18.77 -0.10 (-0.50%) Q2 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.59B

137.33M

Volume · Oct 28 82.94K Avg daily vol (3M) 1.35M

Every disclosed holder of AKR 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 AKR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	260	165,507,069	120.52%	Yes
Insiders (Forms 3, 4, 5)	6	257,498	0.19%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	28,431,845	-20.70%	Negative
Registered funds (N-PORT, not summed)	280	90,535,943	65.92%	No

Shares outstanding: 137,332,722, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 AKR

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	24,317,895	17.71%	+1,151,015	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	8,044,817	5.86%	+178,027	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,505,746	2.55%	+248,076	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,298,796	0.95%	+157,468	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,149,484	0.84%	-129,644	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core U.S. REIT ETF Fund S000015627 · Registered fund · Jul 31, 2026 iShares Trust, not summed	501,408	0.37%	+76,053	Jul 31, 2026	iShares Trust, not summed
2	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,149,944	14.67%	+3,882,116	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	COHEN & STEERS, INC. 13G CIK 1284812 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	20,149,944	14.67%	+3,882,116	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	Cohen & Steers Real Estate Securities Fund Fund S000001225 · Registered fund · Jun 30, 2026 COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed	9,068,840	6.60%	+2,310,444	Jun 30, 2026	COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed
2.3	Cohen & Steers Real Estate Active ETF Fund S000088341 · Registered fund · Jun 30, 2026 Cohen & Steers ETF Trust, not summed	870,392	0.63%	+544,467	Jun 30, 2026	Cohen & Steers ETF Trust, not summed
3	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	19,902,453	14.49%	+294,647	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	2,769,700	2.02%	+350,600	Jun 30, 2026	Variable Insurance Products Fund III, not summed
3.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	2,571,704	1.87%	-3,094,695	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
3.3	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	2,360,900	1.72%	-63,500	Jul 31, 2026	Fidelity Securities Fund, not summed
3.4	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,505,023	1.10%	+189,004	Jul 31, 2026	Fidelity Salem Street Trust, not summed
3.5	Fidelity U.S. Equity Central Fund Fund S000070098 · Registered fund · Jun 30, 2026 Fidelity Central Investment Portfolios LLC, not summed	837,900	0.61%	+66,200	Jun 30, 2026	Fidelity Central Investment Portfolios LLC, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,475,198	9.81%	+358,519	Jun 30, 2026	carried, not yet filed for the newest quarter
5	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,103,682	7.36%	+141,611	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	3,136,378	2.28%	-81,507	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
5.2	T. Rowe Price Real Estate Fund, Inc. Fund S000002107 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ESTATE FUND, INC., not summed	624,994	0.46%	+8,919	Jun 30, 2026	T. ROWE PRICE REAL ESTATE FUND, INC., not summed
5.3	T. Rowe Price Global Real Estate Fund, Inc. Fund S000024038 · Registered fund · Jun 30, 2026 T. ROWE PRICE GLOBAL REAL ESTATE FUND, INC., not summed	46,132	0.03%	-268	Jun 30, 2026	T. ROWE PRICE GLOBAL REAL ESTATE FUND, INC., not summed
5.4	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	31,804	0.02%	+5,000	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
5.5	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	22,548	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,550,636	5.50%	+174,882	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,550,636	5.50%	+1,311,078	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6.2	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	1,222,559	0.89%	+37,595	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	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	696,989	0.51%	+10,720	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	231,390	0.17%	-5,261	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF Fund S000021764 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	98,420	0.07%	+3,048	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,998,507	4.37%	+125,838	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,120,289	5.18%	+162,323	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	4,987,305	3.63%	+122,225	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
9	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,825,446	3.51%	-390,312	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	MFS Global Real Estate Fund Fund S000024971 · Registered fund · Aug 31, 2026 MFS SERIES TRUST XIII, not summed	1,504,549	1.10%	-280,166	Aug 31, 2026	MFS SERIES TRUST XIII, not summed
9.2	MFS New Discovery Value Fund Fund S000032712 · Registered fund · Aug 31, 2026 MFS SERIES TRUST XIII, not summed	910,076	0.66%	-132,081	Aug 31, 2026	MFS SERIES TRUST XIII, not summed
9.3	MFS Diversified Income Fund Fund S000012219 · Registered fund · Aug 31, 2026 MFS Series Trust XIII, not summed	232,363	0.17%	-36,058	Aug 31, 2026	MFS Series Trust XIII, not summed
9.4	MFS Global Real Estate Portfolio Fund S000008069 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	125,159	0.09%	-5,301	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
9.5	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	18,050	0.01%	-1,109	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
10	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,678,599	3.41%	+932,442	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,230,628	3.08%	+43,271	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,954,117	2.88%	+3,317,224	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Real Estate Securities Fund Fund S000007212 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,280,165	1.66%	+1,311,507	Jul 31, 2026	Principal Funds, Inc, not summed
12.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	98,372	0.07%	-4,627	Jul 31, 2026	Principal Funds, Inc, not summed
12.3	Real Estate Securities Account Fund S000007673 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	98,032	0.07%	—	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
12.4	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	9,078	0.01%	+4,762	Jul 31, 2026	Principal Funds, Inc, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,768,212	2.74%	+268,852	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,153,491	2.30%	+136,515	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Nuveen Real Estate Securities Select Fund Fund S000005369 · Registered fund · Jun 30, 2026 TIAA-CREF Funds, not summed	1,437,342	1.05%	-61,951	Jun 30, 2026	TIAA-CREF Funds, not summed
14.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	455,626	0.33%	+27,368	Jun 30, 2026	College Retirement Equities Fund, not summed
14.3	Nuveen Real Estate Securities Fund Fund S000005563 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	399,284	0.29%	+69,575	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
14.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	181,113	0.13%	+21,693	Jul 31, 2026	TIAA-CREF Funds, not summed
14.5	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	156,615	0.11%	+11,778	Jun 30, 2026	College Retirement Equities Fund, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,065,979	2.23%	+41,279	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,799,381	2.04%	-263,641	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Goldman Sachs Real Estate Securities Fund Fund S000009341 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	28,869	0.02%	+2,424	Jun 30, 2026	Goldman Sachs Trust, not summed
16.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	27,475	0.02%	+8,054	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
16.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	24,524	0.02%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
16.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	9,800	0.01%	+2,675	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,590,357	1.89%	+144,916	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,051,718	0.77%	+124,071	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	633,919	0.46%	+3,015	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	332,018	0.24%	+42,330	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	211,079	0.15%	+15,691	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	80,506	0.06%	+886	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,368,973	1.73%	-92,468	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	249,927	0.18%	-26,800	Jun 30, 2026	AB CAP FUND, INC., not summed
18.2	AB All Market Real Return Portfolio Fund S000028085 · Registered fund · Jul 31, 2026 AB BOND FUND, INC., not summed	235,030	0.17%	0	Jul 31, 2026	AB BOND FUND, INC., not summed
18.3	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	201,527	0.15%	-6,450	Jun 30, 2026	Bernstein Fund Inc, not summed
18.4	AB Global Real Estate Investment Fund II Fund S000010313 · Registered fund · Jul 31, 2026 AB INSTITUTIONAL FUNDS INC, not summed	129,946	0.09%	+40	Jul 31, 2026	AB INSTITUTIONAL FUNDS INC, not summed
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,939,701	1.41%	+15,721	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,852,852	1.35%	-10,497	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	619,576	0.45%	-41,413	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	506,514	0.37%	+9,147	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	253,804	0.18%	+20,808	Jul 31, 2026	Dimensional ETF Trust, not summed
20.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	186,479	0.14%	+15,545	Jul 31, 2026	Dimensional ETF Trust, not summed
21	Hudson Bay Capital Management LP 13F CIK 1393825 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,774,333	1.29%	+172,964	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	1,726,056	1.26%	—	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,713,775	1.25%	+134,093	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	69,026	0.05%	+8,428	Jun 30, 2026	Northern Funds, not summed
23.2	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	50,722	0.04%	+7,934	Jun 30, 2026	Northern Funds, not summed
23.3	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	28,141	0.02%	0	Jun 30, 2026	Northern Funds, not summed
23.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,569	0.01%	-301	Jun 30, 2026	Northern Funds, not summed
23.5	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	9,729	0.01%	+478	Jul 31, 2026	FlexShares Trust, not summed
24	Heitman Real Estate Securities LLC 13F CIK 1080117 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,622,268	1.18%	+308,138	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,618,075	1.18%	+4,056	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,580,110	1.15%	-72,679	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,530,206	1.11%	+70,530	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Universal- Beteiligungs- und Servicegesellschaft mbH 13F CIK 2057170 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,430,269	1.04%	+219,936	Jun 30, 2026	carried, not yet filed for the newest quarter
29	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,236,047	0.90%	-17,315	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	102	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
30	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,211,855	0.88%	+56,257	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,559	0.00%	-312	Jul 31, 2026	BNY Mellon ETF Trust, not summed
31	SG Americas Securities, LLC 13F CIK 1313360 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,087,673	0.79%	+37,089	Jun 30, 2026	carried, not yet filed for the newest quarter
32	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,002,396	0.73%	+305,956	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	884,108	0.64%	+37,566	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	874,697	0.64%	+13,096	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
35	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	819,477	0.60%	-85,525	Jun 30, 2026	carried, not yet filed for the newest quarter
36	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	817,702	0.60%	-4,555	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	812,706	0.59%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
38	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	683,537	0.50%	-324,079	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	678,304	0.49%	+24,200	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
40	Fidelity Real Estate Equity Central Fund Fund S000047926 · Registered fund · Jun 30, 2026 Fidelity Central Investment Portfolios LLC, not summed	627,076	0.46%	+133,400	Jun 30, 2026	Fidelity Central Investment Portfolios LLC, not summed
41	MetLife Investment Management, LLC 13F CIK 1529735 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	594,332	0.43%	+520,093	Jun 30, 2026	carried, not yet filed for the newest quarter
42	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	567,725	0.41%	-166,338	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	553,017	0.40%	-5,269	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	180,103	0.13%	-10,816	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
43.2	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	94,808	0.07%	-413	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
43.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	22,174	0.02%	-2,242	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
43.4	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	20,591	0.02%	-1,515	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
43.5	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	12,617	0.01%	+5,193	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
44	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	538,514	0.39%	-1,595	Jun 30, 2026	Bridge Builder Trust, not summed
45	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	510,916	0.37%	-47,792	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Public Sector Pension Investment Board 13F CIK 1396318 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	458,660	0.33%	-10,141	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	453,912	0.33%	+4,194	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
48	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	444,943	0.32%	+396,826	Jun 30, 2026	carried, not yet filed for the newest quarter
49	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	414,251	0.30%	+228,104	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Fisher Asset Management, LLC 13F CIK 850529 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	364,340	0.27%	+2,512	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 899629 CUSIP 004239109 13F (30d) 41 filings 40 filers Visit website Investor relations