EXR · Extra Space Storage Inc. · Shareholders & Ownership

$141.05 +2.87 (+2.08%) At close · Oct 20

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$29.19B

211.27M

Volume · Oct 20 1.1M Avg daily vol (3M) 1.31M

Every disclosed holder of EXR 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 EXR

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)	808	206,223,865	97.61%	Yes
Insiders (Forms 3, 4, 5)	20	1,141,692	0.54%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,904,001	1.85%	Rest
Registered funds (N-PORT, not summed)	670	100,450,198	47.55%	No

Shares outstanding: 211,269,558, 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 EXR

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	22,947,440	10.86%	+458,230	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	2,906,233	1.38%	+176,169	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	862,499	0.41%	+58,536	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	785,946	0.37%	+100,866	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	729,473	0.35%	+58,771	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Global REIT ETF Fund S000045649 · Registered fund · Jul 31, 2026 iShares Trust, not summed	574,237	0.27%	+12,608	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	18,616,459	8.81%	+232,558	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,807,439	6.54%	+43,218	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	13,558,465	6.42%	-135,081	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Real Estate Select Sector SPDR(R) ETF Fund S000051152 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,772,882	0.84%	+15,503	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
4.2	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	605,581	0.29%	+10,526	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	503,429	0.24%	+56,846	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	366,161	0.17%	-17,257	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	256,998	0.12%	+7,458	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,896,053	6.10%	-3,516,403	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	COHEN & STEERS, INC. 13G CIK 1284812 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	13,090,223	6.20%	-2,193,307	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	Cohen & Steers Institutional Realty Shares Fund S000011976 · Registered fund · Jun 30, 2026 COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed	2,705,470	1.28%	0	Jun 30, 2026	COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed
5.3	Cohen & Steers Realty Shares Fund S000011975 · Registered fund · Jun 30, 2026 COHEN & STEERS REALTY SHARES INC, not summed	2,458,688	1.16%	+46,366	Jun 30, 2026	COHEN & STEERS REALTY SHARES INC, not summed
5.4	Cohen & Steers Real Estate Securities Fund Fund S000001225 · Registered fund · Jun 30, 2026 COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed	1,180,427	0.56%	-1,305,085	Jun 30, 2026	COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed
5.5	Cohen & Steers Global Realty Shares, Inc. Fund S000001226 · Registered fund · Jun 30, 2026 COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed	447,265	0.21%	-29,822	Jun 30, 2026	COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed
6	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	9,300,678	4.40%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	8,034,079	3.80%	+154,087	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,705,350	3.17%	-2,058	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,300,111	2.98%	+45,923	Jun 30, 2026	carried, not yet filed for the newest quarter
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,139,183	2.91%	+53,502	Jun 30, 2026	carried, not yet filed for the newest quarter
11	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,057,187	2.87%	-373,139	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Real Estate Securities Fund Fund S000007212 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	2,062,255	0.98%	-8,559	Jul 31, 2026	Principal Funds, Inc, not summed
11.2	Global Real Estate Securities Fund Fund S000019119 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	446,198	0.21%	0	Jul 31, 2026	Principal Funds, Inc, not summed
11.3	Diversified Real Asset Fund Fund S000028139 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	114,472	0.05%	+3,827	May 31, 2026	Principal Funds, Inc, not summed
11.4	Real Estate Securities Account Fund S000007673 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	88,940	0.04%	-608	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
11.5	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	43,541	0.02%	-1,151	Jul 31, 2026	Principal Funds, Inc, not summed
12	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,475,096	2.59%	+81,533	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,088,487	2.41%	+487,024	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	2,716,145	1.29%	+15,012	May 31, 2026	Fidelity Concord Street Trust, not summed
13.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,181,975	0.56%	+302,639	May 31, 2026	Fidelity Rutland Square Trust II, not summed
13.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	794,252	0.38%	+13,906	Jul 31, 2026	Fidelity Salem Street Trust, not summed
13.4	Fidelity Series Stock Selector Large Cap Value Fund Fund S000039218 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	551,830	0.26%	+194,030	Jul 31, 2026	Fidelity Devonshire Trust, not summed
13.5	Fidelity Real Estate Index Fund Fund S000033639 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	437,613	0.21%	+82	Jul 31, 2026	Fidelity Salem Street Trust, not summed
14	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,577,685	2.17%	+17,850	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,149,130	1.96%	-630,432	Jun 30, 2026	carried, not yet filed for the newest quarter
16	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,876,997	1.84%	+38,306	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	First Eagle Global Fund Fund S000011211 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	2,675,387	1.27%	0	Jul 31, 2026	First Eagle Funds, not summed
16.2	First Eagle U.S. Fund Fund S000011213 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	89,280	0.04%	0	Jul 31, 2026	First Eagle Funds, not summed
16.3	First Eagle Global Balanced Fund Fund S000035750 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	45,039	0.02%	0	Jul 31, 2026	First Eagle Funds, not summed
16.4	First Eagle Rising Dividend Fund Fund S000011215 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	44,954	0.02%	+1,543	Jul 31, 2026	First Eagle Funds, not summed
16.5	First Eagle Global Real Assets Fund Fund S000074462 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	3,119	0.00%	0	Jul 31, 2026	First Eagle Funds, not summed
17	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,237,600	1.53%	+31,013	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,098,405	0.52%	-30,399	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	801,451	0.38%	+12,129	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	398,747	0.19%	+22,544	Jul 31, 2026	Dimensional ETF Trust, not summed
17.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	279,065	0.13%	+3,041	Jul 31, 2026	Dimensional ETF Trust, not summed
17.5	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	47,019	0.02%	-1,378	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,964,975	1.40%	+161,329	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	1,501,507	0.71%	+33,205	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	472,489	0.22%	+26	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	225,106	0.11%	+5,588	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	128,047	0.06%	+3,089	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	125,997	0.06%	+2,916	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19	APG Asset Management US Inc. 13F CIK 1323255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,748,149	1.30%	+12,697	Jun 30, 2026	carried, not yet filed for the newest quarter
20	CENTERSQUARE INVESTMENT MANAGEMENT LLC 13F CIK 1725296 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,540,776	1.20%	+41,586	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	2,532,360	1.20%	0	Jun 30, 2026	Investment Co of America, not summed
22	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,484,805	1.18%	-1,348,228	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,245,343	0.59%	+53,327	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
22.2	Invesco S&P 500 High Dividend Low Volatility ETF Fund S000038520 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	470,860	0.22%	+2,893	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
22.3	Invesco Real Estate Fund Fund S000000255 · Registered fund · May 31, 2026 AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed	218,553	0.10%	+33,179	May 31, 2026	AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed
22.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	95,000	0.05%	-7,729	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
22.5	Invesco Global Real Estate Income Fund Fund S000014560 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	40,930	0.02%	-13,279	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,476,808	1.17%	-220,002	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	82,219	0.04%	+11,253	Jun 30, 2026	Northern Funds, not summed
23.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	65,462	0.03%	+7,078	Jun 30, 2026	Northern Funds, not summed
23.3	Multi-Manager Global Real Estate Fund Fund S000024145 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,008	0.00%	-3,993	Jun 30, 2026	Northern Funds, not summed
23.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,372	0.00%	+752	Jul 31, 2026	FlexShares Trust, not summed
23.5	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	660	0.00%	-22	Jul 31, 2026	FlexShares Trust, not summed
24	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	2,241,413	1.06%	+2,232,225	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	PACE Global Real Estate Securities Investments Fund S000006034 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	9,051	0.00%	+3,485	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
25	American Mutual Fund Fund S000008999 · Registered fund · Jul 31, 2026 American Mutual Fund, not summed	2,087,088	0.99%	0	Jul 31, 2026	American Mutual Fund, not summed
26	Daiwa Securities Group Inc. 13F CIK 1481045 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,070,884	0.98%	-856,549	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,062,947	0.98%	-89,767	Jun 30, 2026	carried, not yet filed for the newest quarter
28	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,024,148	0.96%	-292,529	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	AB All Market Real Return Portfolio Fund S000028085 · Registered fund · Jul 31, 2026 AB BOND FUND, INC., not summed	73,727	0.03%	0	Jul 31, 2026	AB BOND FUND, INC., not summed
28.2	AB US Large Cap Strategic Equities ETF Fund S000080208 · Registered fund · May 31, 2026 AB Active ETFs, Inc., not summed	61,023	0.03%	+19,642	May 31, 2026	AB Active ETFs, Inc., not summed
28.3	AB Wealth Appreciation Strategy Fund S000010514 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	48,092	0.02%	0	Jun 30, 2026	AB PORTFOLIOS, not summed
28.4	AB Global Real Estate Investment Fund II Fund S000010313 · Registered fund · Jul 31, 2026 AB INSTITUTIONAL FUNDS INC, not summed	41,491	0.02%	0	Jul 31, 2026	AB INSTITUTIONAL FUNDS INC, not summed
28.5	AB Tax-Managed Wealth Appreciation Strategy Fund S000010515 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	25,480	0.01%	0	Jun 30, 2026	AB PORTFOLIOS, not summed
29	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,008,907	0.95%	+55,627	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,900,995	0.90%	+143,309	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	683	0.00%	+14	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
30.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	418	0.00%	+84	Jul 31, 2026	E Trade Trust, not summed
30.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	320	0.00%	+92	Jul 31, 2026	E Trade Trust, not summed
30.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	90	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
31	Resolution Capital Ltd 13F CIK 1612389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,881,956	0.89%	+448,144	Jun 30, 2026	carried, not yet filed for the newest quarter
32	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,811,243	0.86%	-12,686	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	995,178	0.47%	-11,919	Jun 30, 2026	MFS SERIES TRUST XI, not summed
32.2	MFS Global Real Estate Fund Fund S000024971 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	218,177	0.10%	-15,228	May 31, 2026	MFS SERIES TRUST XIII, not summed
32.3	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	39,000	0.02%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
32.4	MFS Diversified Income Fund Fund S000012219 · Registered fund · May 31, 2026 MFS Series Trust XIII, not summed	34,445	0.02%	-5,469	May 31, 2026	MFS Series Trust XIII, not summed
32.5	MFS Global Real Estate Portfolio Fund S000008069 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	15,278	0.01%	-648	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
33	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,773,325	0.84%	-195,497	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	141,993	0.07%	-4,399	Jul 31, 2026	Goldman Sachs Trust II, not summed
33.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	23,926	0.01%	+1,432	May 31, 2026	Goldman Sachs ETF Trust, not summed
33.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	13,742	0.01%	+2,938	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
33.4	Goldman Sachs Real Estate Securities Fund Fund S000009341 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	13,043	0.01%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
33.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	10,456	0.00%	-323	May 31, 2026	Goldman Sachs ETF Trust, not summed
34	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	1,741,755	0.82%	-711,425	Jun 30, 2026	American Funds Fundamental Investors, not summed
35	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,624,085	0.77%	+303,717	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,618,537	0.77%	+12,601	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
37	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,596,753	0.76%	-1,500,474	Jun 30, 2026	carried, not yet filed for the newest quarter
38	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,583,903	0.75%	+481,156	Jun 30, 2026	carried, not yet filed for the newest quarter
39	DIAMOND HILL CAPITAL MANAGEMENT INC 13F CIK 1217541 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,467,285	0.69%	-580,910	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	DIAMOND HILL LARGE CAP FUND Fund S000003155 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	468,710	0.22%	-208,110	Jun 30, 2026	Diamond Hill Funds, not summed
39.2	DIAMOND HILL LONG SHORT FUND Fund S000003156 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	218,340	0.10%	-37,069	Jun 30, 2026	Diamond Hill Funds, not summed
39.3	DIAMOND HILL MID CAP FUND Fund S000043502 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	8,112	0.00%	-550	Jun 30, 2026	Diamond Hill Funds, not summed
40	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	1,457,628	0.69%	-633,552	Jun 30, 2026	American Balanced Fund, not summed
41	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,415,100	0.67%	+1,415,100	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	1,410,025	0.67%	+12,996	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
43	Capital Income Builder Fund S000009000 · Registered fund · Jul 31, 2026 Capital Income Builder, not summed	1,364,315	0.65%	0	Jul 31, 2026	Capital Income Builder, not summed
44	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,236,755	0.59%	-6,599	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	17,689	0.01%	+18	Jul 31, 2026	BNY Mellon ETF Trust, not summed
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,186,509	0.56%	-7,604	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,147,078	0.54%	-49,612	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
47	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,059,736	0.50%	-1,123,924	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	DWS RREEF Real Estate Securities Fund Fund S000032045 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	54,696	0.03%	-166,693	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
47.2	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	14,206	0.01%	+1,260	May 29, 2026	DBX ETF Trust, not summed
47.3	DWS RREEF Global Real Estate Securities Fund Fund S000032044 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	10,779	0.01%	-16,645	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
47.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	10,196	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
47.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	6,531	0.00%	-302	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
48	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,008,216	0.48%	-493,471	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Nuveen Real Estate Securities Select Fund Fund S000005369 · Registered fund · Jun 30, 2026 TIAA-CREF Funds, not summed	310,966	0.15%	-103,473	Jun 30, 2026	TIAA-CREF Funds, not summed
48.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	182,592	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
48.3	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	91,601	0.04%	-5,968	Jun 30, 2026	College Retirement Equities Fund, not summed
48.4	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	89,245	0.04%	-120,347	Jun 30, 2026	College Retirement Equities Fund, not summed
48.5	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	76,725	0.04%	-3,757	Jul 31, 2026	TIAA-CREF Funds, not summed
49	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	996,774	0.47%	+29,367	Jun 30, 2026	carried, not yet filed for the newest quarter
50	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	902,368	0.43%	+30,096	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1289490 CUSIP 30225T102 13F (30d) 120 filings 110 filers Visit website Investor relations