BXP · BXP, Inc. · Shareholders & Ownership

$62.10 +0.61 (+0.99%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$9.91B

159.66M

Volume · Oct 23 1.48M Avg daily vol (3M) 1.38M

Every disclosed holder of BXP 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 BXP

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)	553	177,602,309	111.24%	Yes
Insiders (Forms 3, 4, 5)	8	84,827	0.05%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	18,025,580	-11.29%	Negative
Registered funds (N-PORT, not summed)	512	76,862,672	48.14%	No

Shares outstanding: 159,661,556, 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 BXP

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	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,784,376	14.27%	+1,935,049	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	COHEN & STEERS, INC. 13G CIK 1284812 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	22,852,859	14.31%	+1,935,624	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	Cohen & Steers Real Estate Securities Fund Fund S000001225 · Registered fund · Jun 30, 2026 COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed	3,683,143	2.31%	+835,418	Jun 30, 2026	COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed
1.3	Cohen & Steers Institutional Realty Shares Fund S000011976 · Registered fund · Jun 30, 2026 COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed	3,330,104	2.09%	+438,850	Jun 30, 2026	COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed
1.4	Cohen & Steers Realty Shares Fund S000011975 · Registered fund · Jun 30, 2026 COHEN & STEERS REALTY SHARES INC, not summed	3,035,185	1.90%	+438,293	Jun 30, 2026	COHEN & STEERS REALTY SHARES INC, not summed
1.5	Cohen & Steers Global Realty Shares, Inc. Fund S000001226 · Registered fund · Jun 30, 2026 COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed	752,313	0.47%	+40,876	Jun 30, 2026	COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	17,981,430	11.26%	+1,521,475	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	2,036,688	1.28%	+138,202	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	650,451	0.41%	+44,141	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Core U.S. REIT ETF Fund S000015627 · Registered fund · Jul 31, 2026 iShares Trust, not summed	593,875	0.37%	+78,823	Jul 31, 2026	iShares Trust, not summed
2.4	iShares U.S. Real Estate ETF Fund S000004328 · Registered fund · Jun 30, 2026 iShares Trust, not summed	512,117	0.32%	+46,177	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Select U.S. REIT ETF Fund S000004349 · Registered fund · Jul 31, 2026 iShares Trust, not summed	444,953	0.28%	+31,954	Jul 31, 2026	iShares Trust, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,963,896	8.12%	+139,352	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	10,052,458	6.30%	+81,817	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	9,845,148	6.17%	-44,920	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	1,335,743	0.84%	+23,249	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	1,242,798	0.78%	+23,655	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	352,788	0.22%	+43,930	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	257,015	0.16%	-9,292	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	180,528	0.11%	+8,013	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,467,247	5.93%	+122,786	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	First Eagle Global Fund Fund S000011211 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	6,565,788	4.11%	0	Jul 31, 2026	First Eagle Funds, not summed
6.2	First Eagle U.S. Fund Fund S000011213 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	217,101	0.14%	0	Jul 31, 2026	First Eagle Funds, not summed
6.3	First Eagle Global Balanced Fund Fund S000035750 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	97,307	0.06%	0	Jul 31, 2026	First Eagle Funds, not summed
6.4	First Eagle Global Real Assets Fund Fund S000074462 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	2,889	0.00%	0	Jul 31, 2026	First Eagle Funds, not summed
7	APG Asset Management US Inc. 13F CIK 1323255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,230,130	4.53%	+17,549	Jun 30, 2026	carried, not yet filed for the newest quarter
8	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	6,481,326	4.06%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	NORGES BANK 13G CIK 1374170 · Non-US institution · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,481,326	4.06%	-3,699,281	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
9	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,799,416	3.63%	-460,269	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,846,431	1.78%	-388,145	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
9.2	Invesco S&P 500 High Dividend Low Volatility ETF Fund S000038520 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,038,762	0.65%	+5,987	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
9.3	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	252,591	0.16%	+63,067	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
9.4	Invesco Real Estate Fund Fund S000000255 · Registered fund · May 31, 2026 AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed	127,063	0.08%	-7,762	May 31, 2026	AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed
9.5	Invesco S&P Ultra Dividend Revenue ETF Fund S000064597 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	84,915	0.05%	+6,855	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
10	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	5,657,657	3.54%	+143,393	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,066,591	3.17%	+13,175	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,395,853	2.75%	+82,880	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Daiwa Securities Group Inc. 13F CIK 1481045 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,088,872	2.56%	-230,905	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,843,378	2.41%	+97,804	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,654,865	2.29%	-881	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,985,033	1.87%	+398,710	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	231	0.00%	+106	Jul 31, 2026	E Trade Trust, not summed
17	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,812,104	1.76%	+118,728	Jun 30, 2026	carried, not yet filed for the newest quarter
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,672,074	1.67%	+140,173	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,043,098	0.65%	+23,571	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	398,389	0.25%	+494	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.3	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	330,617	0.21%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	159,001	0.10%	+10,070	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.5	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	134,751	0.08%	+6,374	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,561,870	1.60%	+187,047	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	58,837	0.04%	+8,031	Jun 30, 2026	Northern Funds, not summed
19.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	43,263	0.03%	+9,596	Jun 30, 2026	Northern Funds, not summed
19.3	Multi-Manager Global Real Estate Fund Fund S000024145 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,101	0.01%	-4,650	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	4,424	0.00%	-1,890	Jul 31, 2026	FlexShares Trust, not summed
20	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,530,668	1.59%	-22,165	Jun 30, 2026	carried, not yet filed for the newest quarter
21	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,321,469	1.45%	-22,952	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	774,539	0.49%	-17,848	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	560,892	0.35%	-8,145	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	285,708	0.18%	+15,400	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	200,942	0.13%	+3,208	Jul 31, 2026	Dimensional ETF Trust, not summed
21.5	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	33,200	0.02%	0	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
22	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,316,846	1.45%	-11,131	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,038,927	1.28%	+38,260	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	SIIT S&P 500 INDEX FUND Fund S000043383 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	10,736	0.01%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
23.2	SIIT LARGE CAP INDEX FUND Fund S000006768 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	4,784	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
23.3	SIIT DYNAMIC ASSET ALLOCATION FUND Fund S000027147 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	3,781	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
23.4	Catholic Values Equity Fund Fund S000048320 · Registered fund · May 31, 2026 SEI CATHOLIC VALUES TRUST, not summed	2,949	0.00%	0	May 31, 2026	SEI CATHOLIC VALUES TRUST, not summed
23.5	SIIT MULTI-ASSET REAL RETURN FUND Fund S000033123 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	2,770	0.00%	-57	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
24	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,934,641	1.21%	-2,132,184	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,842,273	1.15%	+849,683	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	MFS Global Real Estate Fund Fund S000024971 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	936,168	0.59%	+425,348	May 31, 2026	MFS SERIES TRUST XIII, not summed
25.2	MFS Diversified Income Fund Fund S000012219 · Registered fund · May 31, 2026 MFS Series Trust XIII, not summed	158,707	0.10%	+67,217	May 31, 2026	MFS Series Trust XIII, not summed
25.3	MFS Global Real Estate Portfolio Fund S000008069 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	67,348	0.04%	+32,236	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
26	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,815,512	1.14%	+484,013	Jun 30, 2026	carried, not yet filed for the newest quarter
27	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,506,460	0.94%	+664,594	Jun 30, 2026	carried, not yet filed for the newest quarter
28	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,504,369	0.94%	-2,709,651	Jun 30, 2026	carried, not yet filed for the newest quarter
29	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,454,245	0.91%	-512,307	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	127,339	0.08%	+29,470	Jul 31, 2026	Goldman Sachs Trust II, not summed
29.2	Goldman Sachs Equity Income Fund Fund S000009316 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	27,171	0.02%	-325	May 31, 2026	Goldman Sachs Trust, not summed
29.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	8,422	0.01%	+4,864	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
29.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	4,977	0.00%	+24	May 31, 2026	Goldman Sachs ETF Trust II, not summed
29.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,271	0.00%	+811	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
30	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,266,577	0.79%	+8,041	Jun 30, 2026	carried, not yet filed for the newest quarter
31	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	1,232,500	0.77%	-74,403	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	PACE Global Real Estate Securities Investments Fund S000006034 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	17,685	0.01%	+5,426	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
32	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,229,773	0.77%	+1,125,186	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	157,958	0.10%	—	Jun 30, 2026	AQR Funds, not summed
32.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	48,350	0.03%	—	Jun 30, 2026	AQR Funds, not summed
32.3	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	2,544	0.00%	—	Jun 30, 2026	AQR Funds, not summed
32.4	AQR MS Fusion Fund Fund S000093173 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,189	0.00%	—	Jun 30, 2026	AQR Funds, not summed
33	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,060,150	0.66%	+250,063	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	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	122,661	0.08%	+30,600	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
33.2	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	88,038	0.06%	-5,079	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
33.3	T. Rowe Price U.S. Equity Research ETF Fund S000071604 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	25,502	0.02%	+13,165	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
33.4	T. Rowe Price Hedged Equity Fund Fund S000080479 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	22,125	0.01%	+5,000	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
33.5	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	4,891	0.00%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
34	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	1,006,071	0.63%	+15,356	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
35	DUFF & PHELPS INVESTMENT MANAGEMENT CO 13F CIK 765443 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	982,326	0.62%	+93,495	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	961,680	0.60%	+55,414	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	22,752	0.01%	-725	Jul 31, 2026	BNY Mellon ETF Trust, not summed
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	842,372	0.53%	+1,963	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	802,471	0.50%	-27,199	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
39	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	765,791	0.48%	-99,464	Jun 30, 2026	carried, not yet filed for the newest quarter
40	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	758,602	0.48%	+39,333	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Columbia Flexible Capital Income Fund Fund S000033329 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	110,000	0.07%	0	May 31, 2026	Columbia Funds Series Trust II, not summed
40.2	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	44,183	0.03%	—	Jul 31, 2026	Columbia ETF Trust I, not summed
40.3	Columbia Adaptive Risk Allocation Fund Fund S000037262 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	12,600	0.01%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
40.4	Columbia Large Cap Index Fund Fund S000010825 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	6,913	0.00%	-542	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
40.5	Columbia Variable Portfolio - Large Cap Index Fund Fund S000019848 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	5,981	0.00%	-126	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
41	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	747,770	0.47%	-2,557	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Putnam Sustainable Leaders Fund Fund S000006295 · Registered fund · Jun 30, 2026 Putnam Sustainable Leaders Fund, not summed	639,200	0.40%	0	Jun 30, 2026	Putnam Sustainable Leaders Fund, not summed
41.2	Putnam VT Sustainable Leaders Fund Fund S000003884 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	89,500	0.06%	0	Jun 30, 2026	Putnam Variable Trust, not summed
41.3	Putnam Sustainable Leaders ETF Fund S000071712 · Registered fund · May 29, 2026 Putnam ETF Trust, not summed	459	0.00%	-293	May 29, 2026	Putnam ETF Trust, not summed
42	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	721,688	0.45%	+689,890	Jun 30, 2026	carried, not yet filed for the newest quarter
43	STRS OHIO 13F CIK 820478 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	715,312	0.45%	+132,752	Jun 30, 2026	carried, not yet filed for the newest quarter
44	State of Tennessee, Department of Treasury 13F CIK 1587973 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	695,332	0.44%	-870	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Divco West Real Estate Services, LLC 13F CIK 1561877 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	680,540	0.43%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	678,800	0.43%	-140,006	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	11,168	0.01%	+439	Aug 31, 2026	DBX ETF Trust, not summed
46.2	DWS Small Mid Cap Value VIP Fund S000006269 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES II, not summed	4,739	0.00%	0	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES II, not summed
46.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	4,655	0.00%	0	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
46.4	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	2,111	0.00%	+76	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
46.5	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	959	0.00%	+479	Aug 31, 2026	DBX ETF Trust, not summed
47	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	637,373	0.40%	-45,463	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	611,549	0.38%	-18,986	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	555,449	0.35%	-9,643	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	142,000	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
49.2	Nuveen Real Estate Securities Fund Fund S000005563 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	67,937	0.04%	+7,568	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
49.3	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	60,556	0.04%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
49.4	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	56,098	0.04%	-14,712	Jun 30, 2026	College Retirement Equities Fund, not summed
49.5	Nuveen Real Asset Income Fund Fund S000033768 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	45,582	0.03%	+6,182	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
50	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	472,697	0.30%	-445,388	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1037540 CUSIP 101121101 13F (30d) 104 filings 94 filers Visit website Investor relations