APLE · Apple Hospitality REIT, Inc. · Shareholders & Ownership

$18.15 +0.33 (+1.85%) At close · Oct 21

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$4.30B

236.08M

Volume · Oct 21 3.69M Avg daily vol (3M) 2.68M

Every disclosed holder of APLE 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 APLE

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)	371	205,320,496	86.97%	Yes
Insiders (Forms 3, 4, 5)	15	36,234,155	15.35%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	5,471,953	-2.32%	Negative
Registered funds (N-PORT, not summed)	309	105,468,731	44.67%	No

Shares outstanding: 236,082,698, 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 APLE

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	39,725,711	16.83%	-193,388	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	13,227,390	5.60%	+18,637	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,648,642	2.39%	+16,808	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	2,091,853	0.89%	+141,489	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	1,890,051	0.80%	-257,613	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	805,799	0.34%	+83,991	Jul 31, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jul 31, 2026 Rule 13d-1(b), qualified institution, not summed	23,996,796	10.16%	+1,848,553	Jul 31, 2026	Rule 13d-1(b), qualified institution, not summed
2.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,772,352	9.65%	+710,236	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	12,691,309	5.38%	-82,586	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	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	2,021,088	0.86%	+31,617	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	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	1,142,708	0.48%	-9,516	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	380,483	0.16%	-16,892	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	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	160,731	0.07%	-1,828	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
3.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	79,000	0.03%	+900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	KNIGHT JUSTIN G Insider CIK 1274833 · Mar 3, 2026 Director, CEO, issuer-wide	11,883,323	5.03%	—	Mar 3, 2026	Director, CEO, issuer-wide
5	Knight Nelson Insider CIK 1609130 · Mar 3, 2026 President Real Estate & Invest, issuer-wide	10,804,829	4.58%	—	Mar 3, 2026	President Real Estate & Invest, issuer-wide
6	KNIGHT GLADE M Insider CIK 1113158 · May 11, 2026 Director, Executive Chairman, issuer-wide	10,584,222	4.48%	—	May 11, 2026	Director, Executive Chairman, issuer-wide
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,619,315	4.07%	+1,597	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	8,515,045	3.61%	+170,518	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
9	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,295,354	3.51%	+890,945	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,804,987	3.31%	+2,646,737	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	580,674	0.25%	+9,861	Jul 31, 2026	Goldman Sachs Trust, not summed
10.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	328,825	0.14%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
10.3	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	95,721	0.04%	+14,258	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
10.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	50,485	0.02%	+672	May 31, 2026	Goldman Sachs ETF Trust, not summed
10.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	31,350	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
11	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,364,031	3.12%	+1,330,661	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,733,147	2.85%	-70,466	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	6,530,247	2.77%	+266,200	Jun 30, 2026	Capitol Series Trust, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,499,403	2.75%	+276,640	Jun 30, 2026	carried, not yet filed for the newest quarter
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,007,742	2.12%	+100,194	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,557,155	0.66%	+36,903	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,059,762	0.45%	-9,455	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	899,378	0.38%	-19,804	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.4	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	534,258	0.23%	+42,854	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	250,225	0.11%	+10,751	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,872,755	2.06%	-22,384	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,226,690	1.79%	-407,466	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	1,189,096	0.50%	-217,133	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
17.2	T. Rowe Price Real Estate Fund, Inc. Fund S000002107 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ESTATE FUND, INC., not summed	403,988	0.17%	-57,200	Jun 30, 2026	T. ROWE PRICE REAL ESTATE FUND, INC., not summed
17.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	43,846	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
17.4	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	33,554	0.01%	+6,615	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
17.5	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	14,768	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
18	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,524,635	1.49%	+2,723,572	Jun 30, 2026	carried, not yet filed for the newest quarter
19	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,477,868	1.47%	-923,652	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	2,533,905	1.07%	-139,500	May 29, 2026	Delaware Group Equity Funds V, not summed
19.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	1,070,850	0.45%	-260,000	Jun 30, 2026	Delaware VIP Trust, not summed
19.3	Optimum Small-Mid Cap Value Fund Fund S000002425 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	77,300	0.03%	0	Jun 30, 2026	Optimum Fund Trust, not summed
20	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,086,571	1.31%	-27,482	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,086,223	1.31%	-168,109	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,018,478	0.43%	-111,164	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	831,027	0.35%	-35,855	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
21.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	433,040	0.18%	+24,497	Jul 31, 2026	Dimensional ETF Trust, not summed
21.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	295,019	0.13%	-384	Jul 31, 2026	Dimensional ETF Trust, not summed
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,030,033	1.28%	+424,546	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	31	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
23	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,012,953	1.28%	-1,857,949	Jun 30, 2026	carried, not yet filed for the newest quarter
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,935,844	1.24%	+28,838	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	FlexShares Global Quality Real Estate Index Fund Fund S000043008 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	116,740	0.05%	+12,496	Jul 31, 2026	FlexShares Trust, not summed
24.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	111,254	0.05%	+8,424	Jun 30, 2026	Northern Funds, not summed
24.3	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	86,377	0.04%	+10,809	Jun 30, 2026	Northern Funds, not summed
24.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	46,318	0.02%	+2,274	Jul 31, 2026	FlexShares Trust, not summed
24.5	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	24,621	0.01%	-701	Jun 30, 2026	Northern Funds, not summed
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,515,598	1.07%	+63,294	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,506,353	1.06%	-70,600	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	156,600	0.07%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
26.2	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	10,800	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
27	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,393,484	1.01%	+1,103,755	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	672,296	0.28%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
27.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	584,200	0.25%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
27.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	292,115	0.12%	+27,791	Jul 31, 2026	TIAA-CREF Funds, not summed
27.4	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	186,406	0.08%	0	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
27.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	129,685	0.05%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
28	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,136,387	0.90%	-72,525	Jun 30, 2026	carried, not yet filed for the newest quarter
29	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,969,774	0.83%	+485,212	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,962,259	0.83%	+202,171	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Invesco KBW Premium Yield Equity REIT ETF Fund S000030362 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	758,212	0.32%	+43,855	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
30.2	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	285,034	0.12%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
30.3	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	149,910	0.06%	+10,066	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
30.4	Invesco S&P SmallCap High Dividend Low Volatility ETF Fund S000055539 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	148,346	0.06%	+7,196	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
30.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	129,788	0.06%	-5,498	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
31	Gillson Capital LP 13F CIK 1698055 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,958,612	0.83%	+1,958,612	Jun 30, 2026	carried, not yet filed for the newest quarter
32	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,870,328	0.79%	+1,430,897	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,592,719	0.67%	+58,325	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	8,677	0.00%	+797	Jul 31, 2026	BNY Mellon ETF Trust, not summed
34	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	1,494,328	0.63%	+13,448	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
35	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	1,469,432	0.62%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,462,672	0.62%	-586,409	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,459,400	0.62%	+1,459,400	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,455,273	0.62%	+40,443	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,410,379	0.60%	-99,300	Jun 30, 2026	carried, not yet filed for the newest quarter
40	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,300,000	0.55%	-300,000	Jun 30, 2026	carried, not yet filed for the newest quarter
41	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	1,187,219	0.50%	+45,292	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	1,150,884	0.49%	+41,038	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
43	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,061,064	0.45%	-8,408	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	161,754	0.07%	-11,186	Jul 31, 2026	Principal Funds, Inc, not summed
43.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	14,644	0.01%	+7,383	Jul 31, 2026	Principal Funds, Inc, not summed
44	GATHRIGHT KRISTIAN M Insider CIK 1274832 · Nov 28, 2025 Director, issuer-wide	999,144	0.42%	+2,418	Nov 28, 2025	Director, issuer-wide
45	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	990,486	0.42%	-25,648	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Jain Global LLC 13F CIK 2024579 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	972,399	0.41%	+972,399	Jun 30, 2026	carried, not yet filed for the newest quarter
47	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	880,343	0.37%	+421,723	Jun 30, 2026	carried, not yet filed for the newest quarter
48	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	871,942	0.37%	+4,453	Jun 30, 2026	carried, not yet filed for the newest quarter
49	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	819,749	0.35%	+70,978	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	207,576	0.09%	-94,010	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
49.2	First Trust Active Factor Mid Cap ETF Fund S000066789 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	95,827	0.04%	+20,292	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
49.3	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	56,872	0.02%	-38,063	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
49.4	First Trust Active Factor Small Cap ETF Fund S000066790 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	48,847	0.02%	+45,550	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
49.5	First Trust S&P REIT Index Fund Fund S000017163 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	29,031	0.01%	+1,094	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
50	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	797,330	0.34%	+797,330	Jun 30, 2026	carried, not yet filed for the newest quarter

41 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 1418121 CUSIP 03784Y200 13F (30d) 54 filings 48 filers Visit website Investor relations