ARE · Alexandria Real Estate Equities, Inc. · Shareholders & Ownership

$42.65 +2.02 (+4.97%) At close · Oct 20

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$7.31B

174.25M

Volume · Oct 20 3.13M Avg daily vol (3M) 2.03M

Every disclosed holder of ARE 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 ARE

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)	600	169,740,562	97.41%	Yes
Insiders (Forms 3, 4, 5)	31	2,971,817	1.71%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,535,191	0.88%	Rest
Registered funds (N-PORT, not summed)	490	62,653,775	35.96%	No

Shares outstanding: 174,247,570, 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 ARE

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	21,692,019	12.45%	+2,000,751	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,150,361	1.23%	+146,237	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	705,005	0.40%	+46,886	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Core U.S. REIT ETF Fund S000015627 · Registered fund · Jul 31, 2026 iShares Trust, not summed	643,709	0.37%	+85,945	Jul 31, 2026	iShares Trust, not summed
1.4	iShares U.S. Real Estate ETF Fund S000004328 · Registered fund · Jun 30, 2026 iShares Trust, not summed	541,567	0.31%	+48,703	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	469,676	0.27%	+454,308	May 29, 2026	BlackRock Funds, not summed
2	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	16,437,663	9.43%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,001,369	8.04%	+151,818	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,842,415	6.22%	+99,856	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,596,116	6.08%	-66,347	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	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	1,506,737	0.86%	+26,283	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) Real Estate Select Sector SPDR(R) ETF Fund S000051152 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,314,309	0.75%	+24,709	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	377,093	0.22%	+48,323	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	271,821	0.16%	-9,873	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	190,889	0.11%	+8,793	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,648,039	4.39%	+5,055,492	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	602,338	0.35%	+472,232	Jun 30, 2026	AQR Funds, not summed
6.2	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	187,614	0.11%	-5,949	Jun 30, 2026	AQR Funds, not summed
6.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	166,500	0.10%	+135,702	Jun 30, 2026	AQR Funds, not summed
6.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	163,875	0.09%	+117,112	Jun 30, 2026	AQR Funds, not summed
6.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	26,451	0.02%	+18,039	Jun 30, 2026	AQR Funds, not summed
7	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,080,302	4.06%	+253,935	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	3,561,872	2.04%	+197,522	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
7.2	Invesco Equity and Income Fund Fund S000027808 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	1,221,325	0.70%	+100,370	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
7.3	Invesco Growth and Income Fund Fund S000027810 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	615,814	0.35%	+51,409	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
7.4	Invesco S&P 500 Pure Value ETF Fund S000060792 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	337,679	0.19%	-48,129	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
7.5	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	267,978	0.15%	-18,898	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
8	APG Asset Management US Inc. 13F CIK 1323255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,981,310	4.01%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	5,927,298	3.40%	+152,474	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,531,606	3.17%	+26,840	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,617,801	2.65%	+108,780	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,062,703	2.33%	+96,976	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,993,269	2.29%	-2,735	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,948,869	1.69%	+167,368	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	141	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,861,370	1.64%	+173,119	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	1,103,472	0.63%	+27,449	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	421,284	0.24%	+1,335	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.3	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	349,142	0.20%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	163,266	0.09%	+4,191	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.5	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	154,541	0.09%	+26,531	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,703,793	1.55%	+467,069	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	44,950	0.03%	+12,655	Jul 31, 2026	Goldman Sachs Trust II, not summed
16.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	16,547	0.01%	+4,888	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
16.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	5,310	0.00%	+24	May 31, 2026	Goldman Sachs ETF Trust II, not summed
16.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,802	0.00%	+353	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
16.5	Goldman Sachs Strategic Factor Allocation Fund Fund S000054057 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	2,363	0.00%	-179	May 31, 2026	GOLDMAN SACHS TRUST, not summed
17	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,531,742	1.45%	-12,832	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	CENTERSQUARE INVESTMENT MANAGEMENT LLC 13F CIK 1725296 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,353,556	1.35%	+328,664	Jun 30, 2026	carried, not yet filed for the newest quarter
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,333,178	1.34%	+72,435	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	107,520	0.06%	—	Jul 31, 2026	FlexShares Trust, not summed
19.2	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	60,894	0.03%	+9,193	Jun 30, 2026	Northern Funds, not summed
19.3	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	56,644	0.03%	+21,268	Jun 30, 2026	Northern Funds, not summed
19.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	7,584	0.00%	+2,194	Jul 31, 2026	FlexShares Trust, not summed
19.5	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,942	0.00%	-393	Jun 30, 2026	Northern 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	2,068,746	1.19%	-228,476	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	663,954	0.38%	-85,876	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	584,057	0.34%	-2,871	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	226,231	0.13%	-52,884	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	101,475	0.06%	-104,205	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	34,852	0.02%	0	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
21	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,499,585	0.86%	+378,594	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	24,050	0.01%	-2,583	Jul 31, 2026	BNY Mellon ETF Trust, not summed
22	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,450,268	0.83%	+32,479	Jun 30, 2026	carried, not yet filed for the newest quarter
23	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,425,576	0.82%	-2,184,328	Jun 30, 2026	carried, not yet filed for the newest quarter
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,396,722	0.80%	+607,877	Jun 30, 2026	carried, not yet filed for the newest quarter
25	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,286,866	0.74%	+362,875	Jun 30, 2026	carried, not yet filed for the newest quarter
26	TOWN LANE MANAGEMENT LP 13F CIK 2019534 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,250,000	0.72%	+383,734	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	1,219,759	0.70%	-117,111	Jun 30, 2026	carried, not yet filed for the newest quarter
28	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,208,572	0.69%	+159,552	Jun 30, 2026	carried, not yet filed for the newest quarter
29	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,163,976	0.67%	+317,591	Jun 30, 2026	carried, not yet filed for the newest quarter
30	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,119,564	0.64%	-66,019	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	270,992	0.16%	-34,015	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
30.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	92,794	0.05%	-5,477	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
30.3	T. Rowe Price Real Estate Fund, Inc. Fund S000002107 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ESTATE FUND, INC., not summed	92,235	0.05%	-8,600	Jun 30, 2026	T. ROWE PRICE REAL ESTATE FUND, INC., not summed
30.4	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	7,903	0.00%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
30.5	T. Rowe Price Global Allocation Fund Fund S000040952 · Registered fund · Jul 31, 2026 T. ROWE PRICE GLOBAL ALLOCATION FUND, INC., not summed	1,002	0.00%	0	Jul 31, 2026	T. ROWE PRICE GLOBAL ALLOCATION FUND, INC., not summed
31	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,077,936	0.62%	-301,387	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	1,040,215	0.60%	+16,818	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
33	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	970,508	0.56%	+495,645	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Clal Insurance Enterprises Holdings Ltd 13F CIK 1376192 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	918,000	0.53%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
35	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	913,300	0.52%	-308,340	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Hotchkis and Wiley Mid-Cap Value Fund Fund S000006214 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	113,400	0.07%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
35.2	Hotchkis and Wiley Small Cap Value Fund Fund S000006215 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	75,500	0.04%	-96,400	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
35.3	Hotchkis and Wiley Large Cap Fundamental Value Fund Fund S000006213 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	33,800	0.02%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
36	Analyst IMS Investment Management Services Ltd. 13F CIK 1634208 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	911,994	0.52%	-4,300	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	895,783	0.51%	+1,985	Jun 30, 2026	carried, not yet filed for the newest quarter
38	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	877,167	0.50%	-32,042	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	12,793	0.01%	+3,341	May 29, 2026	DBX ETF Trust, not summed
38.2	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	4,942	0.00%	0	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
38.3	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	2,246	0.00%	+95	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
38.4	Xtrackers S&P 500 Diversified Sector Weight ETF Fund S000093271 · Registered fund · May 31, 2026 DBX ETF Trust, not summed	60	0.00%	-10	May 31, 2026	DBX ETF Trust, not summed
39	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	867,494	0.50%	+314,926	Jun 30, 2026	carried, not yet filed for the newest quarter
40	STRS OHIO 13F CIK 820478 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	859,355	0.49%	+54,518	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	850,221	0.49%	-30,847	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
42	SG Americas Securities, LLC 13F CIK 1313360 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	797,315	0.46%	+397,593	Jun 30, 2026	carried, not yet filed for the newest quarter
43	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	673,733	0.39%	-116,131	Jun 30, 2026	carried, not yet filed for the newest quarter
44	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	660,777	0.38%	+400,184	Jun 30, 2026	carried, not yet filed for the newest quarter
45	PGGM Investments 13F CIK 1472190 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	636,465	0.37%	-107,006	Jun 30, 2026	carried, not yet filed for the newest quarter
46	MARCUS JOEL S Insider CIK 1216955 · Sep 11, 2026 Director, Executive Chairman, issuer-wide	597,724	0.34%	+5,000	Sep 11, 2026	Director, Executive Chairman, issuer-wide
47	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13F CIK 1009016 · Unknown · Sep 30, 2026	562,063	0.32%	+16,697	Sep 30, 2026
48	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	548,804	0.32%	+62,884	Jun 30, 2026	carried, not yet filed for the newest quarter
49	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	543,924	0.31%	-471,132	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	536,294	0.31%	+536,294	Jun 30, 2026	carried, not yet filed for the newest quarter

84 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 1035443 CUSIP 015271109 13F (30d) 90 filings 83 filers Visit website Investor relations