AMT · American Tower Corp /Ma/ · Shareholders & Ownership

$184.21 +1.18 (+0.64%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$84.76B

465.96M

Volume · Oct 20 339.73K Avg daily vol (3M) 2.77M

Every disclosed holder of AMT 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 AMT

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)	1,769	439,925,970	94.41%	Yes
Insiders (Forms 3, 4, 5)	22	568,888	0.12%	Yes
13D/G-only blocks	2	97,803,373	20.99%	Yes
Remaining	—	72,338,183	-15.52%	Negative
Registered funds (N-PORT, not summed)	974	177,443,232	38.08%	No

Shares outstanding: 465,960,048, 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 AMT

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	VANGUARD GROUP INC 13G CIK 102909 · Registered investment adviser · Dec 29, 2023 Rule 13d-1(b), qualified institution	61,022,228	13.10%	—	Dec 29, 2023	Rule 13d-1(b), qualified institution
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	45,796,561	9.83%	+842,424	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,408,768	1.38%	+387,807	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,151,980	0.25%	-734,175	Jun 30, 2026	iShares Trust, not summed
2.3	iShares U.S. Real Estate ETF Fund S000004328 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,100,912	0.24%	+89,817	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Select U.S. REIT ETF Fund S000004349 · Registered fund · Jul 31, 2026 iShares Trust, not summed	842,998	0.18%	-25,235	Jul 31, 2026	iShares Trust, not summed
2.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	765,915	0.16%	-41,844	Jun 30, 2026	iShares Trust, not summed
3	BlackRock Inc. 13G CIK 1364742 · Unknown · Dec 31, 2023 Rule 13d-1(b), qualified institution	36,781,145	7.89%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	30,437,771	6.53%	+75,391	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	27,851,812	5.98%	+255,653	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	22,066,202	4.74%	+631,593	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) Real Estate Select Sector SPDR(R) ETF Fund S000051152 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,593,027	0.56%	+68,047	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
6.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,111,381	0.24%	+127,305	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	566,774	0.12%	+15,572	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF Fund S000050968 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	494,318	0.11%	+8,648	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	180,218	0.04%	+9,600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	17,730,165	3.81%	+349,584	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	14,791,204	3.17%	-12,344	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	13,838,970	2.97%	-94,658	Jun 30, 2026	carried, not yet filed for the newest quarter
10	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,777,789	2.96%	+1,157,923	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Cohen & Steers Institutional Realty Shares Fund S000011976 · Registered fund · Jun 30, 2026 COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed	2,968,028	0.64%	+367,599	Jun 30, 2026	COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed
10.2	Cohen & Steers Realty Shares Fund S000011975 · Registered fund · Jun 30, 2026 COHEN & STEERS REALTY SHARES INC, not summed	2,692,256	0.58%	+371,266	Jun 30, 2026	COHEN & STEERS REALTY SHARES INC, not summed
10.3	Cohen & Steers Real Estate Securities Fund Fund S000001225 · Registered fund · Jun 30, 2026 COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed	2,485,054	0.53%	-238,478	Jun 30, 2026	COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed
10.4	Cohen & Steers Global Infrastructure Fund Inc. Fund S000001227 · Registered fund · Jun 30, 2026 COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC, not summed	174,806	0.04%	+65,708	Jun 30, 2026	COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC, not summed
10.5	Cohen & Steers Real Assets Fund, Inc. Fund S000035709 · Registered fund · Jun 30, 2026 Cohen & Steers Real Assets Fund, Inc., not summed	98,117	0.02%	+25,855	Jun 30, 2026	Cohen & Steers Real Assets Fund, Inc., not summed
11	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	12,073,918	2.59%	+178,411	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,376,427	2.44%	+59,379	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	5,990,877	1.29%	+33,111	May 31, 2026	Fidelity Concord Street Trust, not summed
12.2	Fidelity Real Estate Investment Portfolio Fund S000039313 · Registered fund · Jul 31, 2026 Fidelity Select Portfolios, not summed	1,735,957	0.37%	+223,400	Jul 31, 2026	Fidelity Select Portfolios, not summed
12.3	Fidelity SAI Real Estate Fund Fund S000085735 · Registered fund · Jul 31, 2026 Fidelity Summer Street Trust, not summed	1,627,330	0.35%	+372,300	Jul 31, 2026	Fidelity Summer Street Trust, not summed
12.4	Fidelity SAI U.S. Quality Index Fund Fund S000051137 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,621,821	0.35%	+192,047	Jul 31, 2026	Fidelity Salem Street Trust, not summed
12.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	885,377	0.19%	+10,102	May 31, 2026	Fidelity Concord Street Trust, not summed
13	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,610,971	2.06%	+27,048	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,488	0.00%	+13	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
13.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	986	0.00%	+144	Jul 31, 2026	E Trade Trust, not summed
13.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	719	0.00%	+151	Jul 31, 2026	E Trade Trust, not summed
13.4	Permanence Portfolio Fund S000068163 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	207	0.00%	-100	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
13.5	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	197	0.00%	-3	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
14	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	8,853,450	1.90%	-6,274,917	Jun 30, 2026	carried, not yet filed for the newest quarter
15	LAZARD ASSET MANAGEMENT LLC 13F CIK 1207017 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,403,123	1.80%	+1,077,180	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,068,996	1.52%	-206,234	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	968,918	0.21%	+45,702	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.2	Invesco Diversified Dividend Fund Fund S000000281 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	693,659	0.15%	—	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
16.3	Invesco Dividend Income Fund Fund S000000161 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	318,368	0.07%	—	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
16.4	Invesco Real Estate Fund Fund S000000255 · Registered fund · May 31, 2026 AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed	304,841	0.07%	+103,397	May 31, 2026	AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed
16.5	Invesco Main Street Fund Fund S000064632 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	231,818	0.05%	-18,393	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
17	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	6,701,631	1.44%	-1,067,722	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	DWS RREEF Real Assets Fund Fund S000032019 · Registered fund · Jun 30, 2026 DEUTSCHE DWS MARKET TRUST, not summed	556,166	0.12%	+30,811	Jun 30, 2026	DEUTSCHE DWS MARKET TRUST, not summed
17.2	DWS RREEF Global Infrastructure Fund Fund S000022444 · Registered fund · Jun 30, 2026 DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed	221,610	0.05%	-41,070	Jun 30, 2026	DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed
17.3	DWS RREEF Real Estate Securities Fund Fund S000032045 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	217,901	0.05%	-155,310	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
17.4	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	32,020	0.01%	+4,743	May 29, 2026	DBX ETF Trust, not summed
17.5	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	28,109	0.01%	-5,658	May 29, 2026	DBX ETF Trust, not summed
18	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,554,891	1.41%	+887,003	Jun 30, 2026	carried, not yet filed for the newest quarter
19	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	6,366,685	1.37%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
20	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,875,655	1.26%	+64,614	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	1,786,300	0.38%	+102,216	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	1,751,018	0.38%	-25,032	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	882,595	0.19%	+49,095	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	443,222	0.10%	+40,008	Jul 31, 2026	Dimensional ETF Trust, not summed
20.5	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	103,489	0.02%	-3,157	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
21	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,742,438	1.23%	-172,153	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Real Estate Securities Fund Fund S000007212 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	3,018,072	0.65%	+118,672	Jul 31, 2026	Principal Funds, Inc, not summed
21.2	Real Estate Securities Account Fund S000007673 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	125,733	0.03%	+3,972	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
21.3	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	96,022	0.02%	-2,553	Jul 31, 2026	Principal Funds, Inc, not summed
21.4	Global Real Estate Securities Fund Fund S000019119 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	72,856	0.02%	-7,115	Jul 31, 2026	Principal Funds, Inc, not summed
21.5	Diversified Real Asset Fund Fund S000028139 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	43,314	0.01%	+6,352	May 31, 2026	Principal Funds, Inc, not summed
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,607,388	1.20%	+367,100	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	2,318,122	0.50%	+17,745	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,041,672	0.22%	+3,028	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	497,821	0.11%	+15,851	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	282,202	0.06%	+5,712	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	276,764	0.06%	+4,311	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,023,525	1.08%	-316,209	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	FlexShares STOXX Global Broad Infrastructure Index Fund Fund S000042071 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	193,410	0.04%	+4,098	Jul 31, 2026	FlexShares Trust, not summed
23.2	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	138,826	0.03%	-4,023	Jun 30, 2026	Northern Funds, not summed
23.3	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	138,341	0.03%	+4,252	Jun 30, 2026	Northern Funds, not summed
23.4	FlexShares Global Quality Real Estate Index Fund Fund S000043008 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	35,620	0.01%	-93,971	Jul 31, 2026	FlexShares Trust, not summed
23.5	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	21,683	0.00%	+226	Jun 30, 2026	Northern Funds, not summed
24	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,958,386	1.06%	+260,993	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	189,800	0.04%	+23,737	Jul 31, 2026	Goldman Sachs Trust II, not summed
24.2	Goldman Sachs Global Infrastructure Fund Fund S000050577 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	43,284	0.01%	+1,787	Jun 30, 2026	Goldman Sachs Trust, not summed
24.3	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	37,801	0.01%	-197	May 31, 2026	Goldman Sachs Trust, not summed
24.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	23,307	0.01%	-717	May 31, 2026	Goldman Sachs ETF Trust, not summed
24.5	Goldman Sachs Real Estate Securities Fund Fund S000009341 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	20,844	0.00%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
25	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,853,850	1.04%	+27,929	Jun 30, 2026	carried, not yet filed for the newest quarter
26	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,603,218	0.99%	+407,240	Jun 30, 2026	carried, not yet filed for the newest quarter
27	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,526,261	0.97%	+186,767	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	10,924	0.00%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
28	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,437,337	0.95%	+126,796	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,211,298	0.90%	-563,055	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	701,729	0.15%	-65,899	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
29.2	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	664,721	0.14%	-147,406	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
29.3	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	289,734	0.06%	-3,349	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
29.4	T. Rowe Price Real Estate Fund, Inc. Fund S000002107 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ESTATE FUND, INC., not summed	238,939	0.05%	-15,600	Jun 30, 2026	T. ROWE PRICE REAL ESTATE FUND, INC., not summed
29.5	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	44,213	0.01%	-37,716	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
30	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,045,753	0.87%	+215,220	Jun 30, 2026	carried, not yet filed for the newest quarter
31	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,905,537	0.84%	-606,125	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,742,617	0.80%	+57,141	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Lazard Global Listed Infrastructure Portfolio Fund S000027245 · Registered fund · Jun 30, 2026 LAZARD FUNDS INC, not summed	3,426,600	0.74%	+270,130	Jun 30, 2026	LAZARD FUNDS INC, not summed
34	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,420,232	0.73%	-81,619	Jun 30, 2026	carried, not yet filed for the newest quarter
35	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,253,371	0.70%	-234,686	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	3,111,747	0.67%	+30,482	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
37	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,056,891	0.66%	+283,444	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	BNY Mellon Global Infrastructure Income ETF Fund S000077785 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	179,925	0.04%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
37.2	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	38,759	0.01%	-911	Jul 31, 2026	BNY Mellon ETF Trust, not summed
38	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,005,811	0.65%	-304,782	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Columbia Select Large Cap Value Fund Fund S000031373 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	586,691	0.13%	+39,762	May 31, 2026	Columbia Funds Series Trust II, not summed
38.2	Columbia Variable Portfolio - Select Large Cap Value Fund Fund S000019845 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	411,049	0.09%	-32,555	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
38.3	Columbia Intrinsic Value Fund Fund S000031354 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	216,433	0.05%	—	May 31, 2026	Columbia Funds Series Trust II, not summed
38.4	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	143,358	0.03%	+16,091	Jul 31, 2026	Columbia ETF Trust I, not summed
38.5	Columbia Large Cap Index Fund Fund S000010825 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	21,947	0.00%	-1,735	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
39	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,922,539	0.63%	-1,180,814	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,655,895	0.57%	-43,783	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,631,606	0.56%	-1,257,576	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Nuveen Real Estate Securities Select Fund Fund S000005369 · Registered fund · Jun 30, 2026 TIAA-CREF Funds, not summed	755,947	0.16%	+18,318	Jun 30, 2026	TIAA-CREF Funds, not summed
41.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	385,203	0.08%	-9,649	Jul 31, 2026	TIAA-CREF Funds, not summed
41.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	264,122	0.06%	-641,258	Jun 30, 2026	College Retirement Equities Fund, not summed
41.4	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	206,172	0.04%	-7,320	Jun 30, 2026	College Retirement Equities Fund, not summed
41.5	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	169,023	0.04%	-113,203	Jul 31, 2026	TIAA-CREF Funds, not summed
42	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,608,858	0.56%	-147,200	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	2,529,239	0.54%	-110,431	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
44	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,460,401	0.53%	+1,886,295	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	244,606	0.05%	+191,322	Jun 30, 2026	AQR Funds, not summed
44.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	84,923	0.02%	+61,624	Jun 30, 2026	AQR Funds, not summed
44.3	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	16,096	0.00%	+2,534	Jun 30, 2026	AQR Funds, not summed
44.4	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	11,236	0.00%	+9,551	Jun 30, 2026	AQR Funds, not summed
44.5	AQR MS Fusion HV Fund Fund S000093174 · Registered fund · Jun 30, 2026 AQR Funds, not summed	3,750	0.00%	+1,281	Jun 30, 2026	AQR Funds, not summed
45	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,418,344	0.52%	-925,182	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Putnam Large Cap Value Fund Fund S000005581 · Registered fund · Jul 31, 2026 Putnam Large Cap Value Fund, not summed	835,726	0.18%	0	Jul 31, 2026	Putnam Large Cap Value Fund, not summed
45.2	Franklin Real Estate Securities Fund Fund S000006874 · Registered fund · Jul 31, 2026 Franklin Real Estate Securities Trust, not summed	92,160	0.02%	-1,757	Jul 31, 2026	Franklin Real Estate Securities Trust, not summed
45.3	George Putnam Balanced Fund Fund S000005597 · Registered fund · Jul 31, 2026 George Putnam Balanced Fund, not summed	58,953	0.01%	-11,527	Jul 31, 2026	George Putnam Balanced Fund, not summed
45.4	Putnam VT Large Cap Value Fund Fund S000003894 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	45,887	0.01%	0	Jun 30, 2026	Putnam Variable Trust, not summed
45.5	Putnam U.S. Research Fund Fund S000003853 · Registered fund · Jul 31, 2026 Putnam Investment Funds, not summed	31,373	0.01%	-884	Jul 31, 2026	Putnam Investment Funds, not summed
46	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,190,378	0.47%	+1,169,000	Jun 30, 2026	carried, not yet filed for the newest quarter
47	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,170,273	0.47%	+125,421	Jun 30, 2026	carried, not yet filed for the newest quarter
48	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,130,554	0.46%	+485,551	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Income Fund of America Fund S000008814 · Registered fund · Jul 31, 2026 Income Fund of America, not summed	2,112,020	0.45%	0	Jul 31, 2026	Income Fund of America, not summed
50	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,057,200	0.44%	+471,600	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1053507 CUSIP 03027X100 13F (30d) 323 filings 299 filers Visit website Investor relations