BNL · Broadstone Net Lease, Inc. · Shareholders & Ownership

$17.76 +0.10 (+0.57%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.40B

191.89M

Volume · Oct 20 2.22M Avg daily vol (3M) 2.07M

Every disclosed holder of BNL 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 BNL

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)	378	187,838,451	97.89%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,054,520	2.11%	Rest
Registered funds (N-PORT, not summed)	346	91,602,655	47.74%	No

Shares outstanding: 191,892,971, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

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 BNL

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	34,462,110	17.96%	+9,102,174	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	11,553,636	6.02%	—	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,001,628	2.61%	+319,608	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	1,849,424	0.96%	+212,100	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	1,221,715	0.64%	—	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	712,585	0.37%	+101,998	Jul 31, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,047,478	10.45%	+1,922,767	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	10,818,323	5.64%	+2,922,255	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	10,818,323	5.64%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	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	1,753,801	0.91%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	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	737,714	0.38%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	332,388	0.17%	-9,373	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	275,670	0.14%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,622,817	4.49%	+94,701	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	7,287,260	3.80%	+262,205	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,092,437	3.17%	+11,516	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,628,247	2.93%	+352,355	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,586,676	2.39%	-1,361,248	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Nuveen Real Asset Income Fund Fund S000033768 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	697,626	0.36%	-62,081	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
8.2	Nuveen Real Estate Securities Select Fund Fund S000005369 · Registered fund · Jun 30, 2026 TIAA-CREF Funds, not summed	600,215	0.31%	-649,344	Jun 30, 2026	TIAA-CREF Funds, not summed
8.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	573,870	0.30%	-553,848	Jun 30, 2026	College Retirement Equities Fund, not summed
8.4	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	562,165	0.29%	-11,130	Jul 31, 2026	TIAA-CREF Funds, not summed
8.5	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	294,300	0.15%	-77,000	Jul 31, 2026	TIAA-CREF Funds, not summed
9	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,435,319	2.31%	-28,200	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	691,151	0.36%	-21,060	Jun 30, 2026	AB TRUST, not summed
9.2	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	213,699	0.11%	-22,280	Jun 30, 2026	AB CAP FUND, INC., not summed
9.3	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	211,611	0.11%	-10,790	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
9.4	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	193,360	0.10%	0	Jun 30, 2026	Bernstein Fund Inc, not summed
9.5	AB All Market Real Return Portfolio Fund S000028085 · Registered fund · Jul 31, 2026 AB BOND FUND, INC., not summed	115,007	0.06%	0	Jul 31, 2026	AB BOND FUND, INC., not summed
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,400,029	2.29%	-13,161	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,306,063	2.24%	-238,992	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Invesco Real Estate Fund Fund S000000255 · Registered fund · May 31, 2026 AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed	562,819	0.29%	+30,878	May 31, 2026	AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed
11.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	233,512	0.12%	-315	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.3	Invesco Global Real Estate Income Fund Fund S000014560 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	201,590	0.11%	-14,997	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
11.4	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	128,240	0.07%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
11.5	Invesco Global Real Estate Fund Fund S000010736 · Registered fund · May 31, 2026 AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed	86,009	0.04%	+14,282	May 31, 2026	AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,722,825	1.94%	+244,832	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,338,560	0.70%	+28,690	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
12.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	907,932	0.47%	-11,031	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
12.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	473,736	0.25%	+58,028	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
12.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	406,206	0.21%	-50,145	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
12.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	115,827	0.06%	+7,829	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
13	AEW CAPITAL MANAGEMENT L P 13F CIK 1046187 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,261,571	1.70%	+242,395	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	AEW Global Focused Real Estate Fund Fund S000008059 · Registered fund · Jul 31, 2026 Natixis Funds Trust IV, not summed	49,655	0.03%	-1,991	Jul 31, 2026	Natixis Funds Trust IV, not summed
14	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,950,786	1.54%	-107,007	Jun 30, 2026	carried, not yet filed for the newest quarter
15	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,831,379	1.48%	+134,584	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,038,545	0.54%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	701,532	0.37%	-17,684	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	368,907	0.19%	+20,999	Jul 31, 2026	Dimensional ETF Trust, not summed
15.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	252,280	0.13%	+534	Jul 31, 2026	Dimensional ETF Trust, not summed
16	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,785,939	1.45%	-24,775	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,748,630	1.43%	+644,127	Jun 30, 2026	carried, not yet filed for the newest quarter
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,573,690	1.34%	+381,626	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	FlexShares Global Quality Real Estate Index Fund Fund S000043008 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	98,540	0.05%	+9,528	Jul 31, 2026	FlexShares Trust, not summed
18.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	98,328	0.05%	+10,980	Jun 30, 2026	Northern Funds, not summed
18.3	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	89,889	0.05%	0	Jun 30, 2026	Northern Funds, not summed
18.4	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	73,661	0.04%	+11,422	Jun 30, 2026	Northern Funds, not summed
18.5	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	24,186	0.01%	+8,724	Jun 30, 2026	Northern Funds, not summed
19	CENTERSQUARE INVESTMENT MANAGEMENT LLC 13F CIK 1725296 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,466,690	1.29%	-170,998	Jun 30, 2026	carried, not yet filed for the newest quarter
20	GRS Advisors, LLC 13F CIK 1544554 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,420,071	1.26%	-242,957	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Undiscovered Managers Behavioral Value Fund Fund S000004186 · Registered fund · Jun 30, 2026 UNDISCOVERED MANAGERS FUNDS, not summed	2,412,609	1.26%	-90,400	Jun 30, 2026	UNDISCOVERED MANAGERS FUNDS, not summed
22	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,254,795	1.18%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,193,341	1.14%	+83,899	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,085,661	1.09%	+26,158	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	573,176	0.30%	+78,760	Jun 30, 2026	Victory Portfolios II, not summed
24.2	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	536,900	0.28%	-34,100	Jun 30, 2026	Victory Portfolios, not summed
24.3	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	151,292	0.08%	-3,952	Jul 31, 2026	Victory Portfolios III, not summed
24.4	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	21,919	0.01%	+274	Jul 31, 2026	Victory Portfolios III, not summed
24.5	Victory Cornerstone Moderately Aggressive Fund Fund S000012926 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	11,704	0.01%	0	May 31, 2026	Victory Portfolios III, not summed
25	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,070,300	1.08%	-36,300	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	211,200	0.11%	—	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
25.2	LSV U.S. Managed Volatility Fund Fund S000045798 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	6,700	0.00%	—	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
26	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,050,198	1.07%	+148,533	Jun 30, 2026	carried, not yet filed for the newest quarter
27	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,956,029	1.02%	-366,982	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,922,855	1.00%	+560,157	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	7,473	0.00%	+799	Jul 31, 2026	BNY Mellon ETF Trust, not summed
29	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,727,563	0.90%	+1,727,563	Jun 30, 2026	carried, not yet filed for the newest quarter
30	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,595,463	0.83%	-636,353	Jun 30, 2026	carried, not yet filed for the newest quarter
31	New England Private Wealth Advisors LLC 13F CIK 1582813 · Registered investment adviser · Sep 30, 2026	1,584,267	0.83%	-10,131	Sep 30, 2026
32	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,571,937	0.82%	+382,443	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	294	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
33	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,410,581	0.74%	-407,219	Jun 30, 2026	carried, not yet filed for the newest quarter
34	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,388,372	0.72%	-677,751	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	57,148	0.03%	+19,048	Jul 31, 2026	Goldman Sachs Trust II, not summed
34.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	33,993	0.02%	-3,454	May 31, 2026	Goldman Sachs ETF Trust, not summed
34.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	14,575	0.01%	+41	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
35	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,386,242	0.72%	-56,897	Jun 30, 2026	carried, not yet filed for the newest quarter
36	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,336,635	0.70%	+448,556	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Columbia Small Cap Value and Inflection Fund Fund S000010793 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	616,597	0.32%	—	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
36.2	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	282,455	0.15%	—	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
36.3	CTIVP - CenterSquare Real Estate Fund Fund S000028695 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	37,770	0.02%	-6,780	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
36.4	Columbia Research Enhanced Real Estate ETF Fund S000079833 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	997	0.00%	0	Jun 30, 2026	Columbia ETF Trust I, not summed
36.5	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	344	0.00%	+77	Jun 30, 2026	Columbia ETF Trust I, not summed
37	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,303,072	0.68%	+690,176	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	247,855	0.13%	+26,110	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
37.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	141,289	0.07%	-7,442	Jul 31, 2026	Principal Funds, Inc, not summed
37.3	Principal Real Estate Active Opportunities ETF Fund S000076068 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	13,931	0.01%	-3,000	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
37.4	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	12,967	0.01%	+6,762	Jul 31, 2026	Principal Funds, Inc, not summed
38	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	1,278,893	0.67%	+33,835	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,274,329	0.66%	+40,655	Jun 30, 2026	carried, not yet filed for the newest quarter
40	1832 Asset Management L.P. 13F CIK 944388 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,238,300	0.65%	-26,765	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,187,067	0.62%	+241,161	Jun 30, 2026	carried, not yet filed for the newest quarter
42	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	1,134,273	0.59%	-11,597	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,121,275	0.58%	-66,872	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	1,041,123	0.54%	-66,866	Jun 30, 2026	Janus Investment Fund, not summed
44	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,094,174	0.57%	+1,004,177	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	974,810	0.51%	+34,683	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
46	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	973,598	0.51%	-1,357,512	Jun 30, 2026	carried, not yet filed for the newest quarter
47	CAPTRUST FINANCIAL ADVISORS 13F CIK 1512024 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	950,646	0.50%	-2,431	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Apollon Wealth Management, LLC 13F CIK 1764387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	942,026	0.49%	-16,817	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	935,000	0.49%	—	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
50	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	920,836	0.48%	-420,444	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Global Real Estate Fund Fund S000031879 · Registered fund · Jul 31, 2026 American Century Capital Portfolios, Inc., not summed	404,583	0.21%	-85,891	Jul 31, 2026	American Century Capital Portfolios, Inc., not summed
50.2	Real Estate Fund Fund S000005780 · Registered fund · Jul 31, 2026 American Century Capital Portfolios, Inc., not summed	289,232	0.15%	-149,444	Jul 31, 2026	American Century Capital Portfolios, Inc., not summed

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Key facts CIK 1424182 CUSIP 11135E203 13F (30d) 45 filings 45 filers Visit website Investor relations