IRM · Iron Mountain Inc · Shareholders & Ownership

$110.24 -0.42 (-0.38%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$32.94B

297.70M

Volume · Oct 23 497.8K Avg daily vol (3M) 1.62M

Every disclosed holder of IRM 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 IRM

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)	1,181	255,924,099	85.97%	Yes
Insiders (Forms 3, 4, 5)	18	2,364,645	0.79%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	39,414,068	13.24%	Rest
Registered funds (N-PORT, not summed)	731	114,177,585	38.35%	No

Shares outstanding: 297,702,812, 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 IRM

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	33,570,910	11.28%	+549,556	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	4,092,633	1.37%	+288,474	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	1,215,798	0.41%	+93,643	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	1,108,321	0.37%	+154,251	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	1,027,339	0.35%	+92,505	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Global REIT ETF Fund S000045649 · Registered fund · Jul 31, 2026 iShares Trust, not summed	809,774	0.27%	+27,629	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	25,568,944	8.59%	+553,387	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	18,953,705	6.37%	+194,816	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	17,634,044	5.92%	+82,411	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	2,496,740	0.84%	+47,208	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	938,782	0.32%	+16,341	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	707,448	0.24%	+85,999	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	361,493	0.12%	+13,897	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	106,281	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,019,735	4.04%	-4,149,606	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Cohen & Steers Institutional Realty Shares Fund S000011976 · Registered fund · Jun 30, 2026 COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed	2,209,655	0.74%	-881,820	Jun 30, 2026	COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed
5.2	Cohen & Steers Realty Shares Fund S000011975 · Registered fund · Jun 30, 2026 COHEN & STEERS REALTY SHARES INC, not summed	2,013,960	0.68%	-746,758	Jun 30, 2026	COHEN & STEERS REALTY SHARES INC, not summed
5.3	Cohen & Steers Real Estate Securities Fund Fund S000001225 · Registered fund · Jun 30, 2026 COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed	1,969,515	0.66%	-356,515	Jun 30, 2026	COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed
5.4	Cohen & Steers Global Realty Shares, Inc. Fund S000001226 · Registered fund · Jun 30, 2026 COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed	363,470	0.12%	+1,509	Jun 30, 2026	COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed
5.5	Cohen & Steers Real Assets Fund, Inc. Fund S000035709 · Registered fund · Jun 30, 2026 Cohen & Steers Real Assets Fund, Inc., not summed	88,199	0.03%	-1,644	Jun 30, 2026	Cohen & Steers Real Assets Fund, Inc., not summed
6	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	11,316,264	3.80%	+342,095	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,973,757	3.01%	+35,233	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,649,249	2.91%	+163,122	Jun 30, 2026	carried, not yet filed for the newest quarter
9	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,872,365	2.64%	+387,967	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,785,804	1.27%	+24,064	May 31, 2026	Fidelity Concord Street Trust, not summed
9.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,159,396	0.39%	+868,376	May 31, 2026	Fidelity Rutland Square Trust II, not summed
9.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,120,035	0.38%	+33,290	Jul 31, 2026	Fidelity Salem Street Trust, not summed
9.4	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	865,300	0.29%	-45,400	Jul 31, 2026	Fidelity Capital Trust, not summed
9.5	Fidelity Real Estate Index Fund Fund S000033639 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	605,796	0.20%	+504	Jul 31, 2026	Fidelity Salem Street Trust, not summed
10	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,712,258	2.59%	+193,431	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,124,379	2.06%	+54,802	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,625,684	1.55%	+73,398	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,614,260	0.54%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,146,999	0.39%	+14,527	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	562,359	0.19%	+32,328	Jul 31, 2026	Dimensional ETF Trust, not summed
12.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	396,999	0.13%	+6,904	Jul 31, 2026	Dimensional ETF Trust, not summed
12.5	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	65,843	0.02%	-1,582	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
13	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,426,922	1.49%	-225,325	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	886	0.00%	-65	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
13.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	577	0.00%	+70	Jul 31, 2026	E Trade Trust, not summed
13.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	405	0.00%	+56	Jul 31, 2026	E Trade Trust, not summed
13.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	117	0.00%	-12	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
14	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,373,424	1.47%	-192,669	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Real Estate Securities Fund Fund S000007212 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,396,915	0.47%	-223,771	Jul 31, 2026	Principal Funds, Inc, not summed
14.2	Global Real Estate Securities Fund Fund S000019119 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	179,869	0.06%	-9,255	Jul 31, 2026	Principal Funds, Inc, not summed
14.3	Real Estate Securities Account Fund S000007673 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	68,922	0.02%	+97	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
14.4	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	61,320	0.02%	-972	Jul 31, 2026	Principal Funds, Inc, not summed
14.5	Diversified Real Asset Fund Fund S000028139 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	34,328	0.01%	+10,555	May 31, 2026	Principal Funds, Inc, 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	4,263,487	1.43%	+250,480	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	2,092,821	0.70%	+47,977	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	662,713	0.22%	+5,421	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	314,587	0.11%	+11,426	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	180,224	0.06%	+5,177	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	175,618	0.06%	+2,395	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,222,967	1.42%	+72,481	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	115,777	0.04%	+16,942	Jun 30, 2026	Northern Funds, not summed
16.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	88,121	0.03%	+1,832	Jun 30, 2026	Northern Funds, not summed
16.3	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,792	0.00%	+411	Jun 30, 2026	Northern Funds, not summed
16.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,846	0.00%	-160	Jul 31, 2026	FlexShares Trust, not summed
16.5	Multi-Manager Global Real Estate Fund Fund S000024145 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,882	0.00%	-2,587	Jun 30, 2026	Northern Funds, not summed
17	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,214,697	1.42%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,065,649	1.37%	+144,128	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,511,662	0.51%	-56,567	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.2	Invesco Discovery Mid Cap Growth Fund Fund S000064710 · Registered fund · Jul 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	353,717	0.12%	—	Jul 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
18.3	Invesco Real Estate Fund Fund S000000255 · Registered fund · May 31, 2026 AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed	165,393	0.06%	-54,788	May 31, 2026	AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed
18.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	122,425	0.04%	-32,665	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
18.5	Invesco Dorsey Wright Industrials Momentum ETF Fund S000013105 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	84,093	0.03%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
19	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,244,741	1.09%	+109,667	Jun 30, 2026	carried, not yet filed for the newest quarter
20	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	3,193,560	1.07%	+3,182,834	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	PACE Global Real Estate Securities Investments Fund S000006034 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	8,539	0.00%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
21	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	3,049,079	1.02%	-43,005	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	DWS RREEF Real Assets Fund Fund S000032019 · Registered fund · Jun 30, 2026 DEUTSCHE DWS MARKET TRUST, not summed	382,630	0.13%	+65,100	Jun 30, 2026	DEUTSCHE DWS MARKET TRUST, not summed
21.2	DWS RREEF Real Estate Securities Fund Fund S000032045 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	263,489	0.09%	-97,780	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
21.3	DWS RREEF Global Real Estate Securities Fund Fund S000032044 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	44,511	0.02%	+12,232	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
21.4	DWS Enhanced Core Equity Fund Fund S000062621 · Registered fund · May 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	29,358	0.01%	-376	May 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
21.5	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	21,565	0.01%	+1,238	Aug 31, 2026	DBX ETF Trust, not summed
22	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,822,732	0.95%	+606,060	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	129,809	0.04%	-2,192	Jul 31, 2026	Goldman Sachs Trust II, not summed
22.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	26,003	0.01%	-9,436	May 31, 2026	Goldman Sachs ETF Trust, not summed
22.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	22,049	0.01%	+4,930	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
22.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	14,575	0.00%	-456	May 31, 2026	Goldman Sachs ETF Trust, not summed
22.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	9,923	0.00%	-48	May 31, 2026	Goldman Sachs ETF Trust II, not summed
23	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,687,689	0.90%	+87,802	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	CENTERSQUARE INVESTMENT MANAGEMENT LLC 13F CIK 1725296 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,323,974	0.78%	+13,929	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,218,771	0.75%	+150,363	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Nuveen Real Estate Securities Select Fund Fund S000005369 · Registered fund · Jun 30, 2026 TIAA-CREF Funds, not summed	586,555	0.20%	-56,440	Jun 30, 2026	TIAA-CREF Funds, not summed
25.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	241,972	0.08%	+43,517	Jun 30, 2026	College Retirement Equities Fund, not summed
25.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	236,489	0.08%	-14,202	Jul 31, 2026	TIAA-CREF Funds, not summed
25.4	Nuveen Real Estate Securities Fund Fund S000005563 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	190,163	0.06%	-7,944	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
25.5	Nuveen ESG Large-Cap Growth ETF Fund S000055811 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	140,240	0.05%	—	Jul 31, 2026	NuShares ETF Trust, not summed
26	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,212,137	0.74%	+88,779	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,165,376	0.73%	+27,730	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,127,095	0.71%	+281,022	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	265,738	0.09%	-14	Jun 30, 2026	AQR Funds, not summed
28.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	65,800	0.02%	+1	Jun 30, 2026	AQR Funds, not summed
28.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	40,049	0.01%	0	Jun 30, 2026	AQR Funds, not summed
28.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	21,279	0.01%	-553	Jun 30, 2026	AQR Funds, not summed
28.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,749	0.00%	+2,032	Jun 30, 2026	AQR Funds, not summed
29	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	1,986,067	0.67%	+40,524	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
30	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,974,079	0.66%	-441,984	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Daiwa Securities Group Inc. 13F CIK 1481045 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,861,547	0.63%	-1,245,893	Jun 30, 2026	carried, not yet filed for the newest quarter
32	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,668,337	0.56%	-182,670	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	CTIVP - CenterSquare Real Estate Fund Fund S000028695 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	37,600	0.01%	-6,830	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
32.2	Columbia Real Estate Equity Fund Fund S000012072 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	28,796	0.01%	-2,432	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
32.3	Columbia Large Cap Index Fund Fund S000010825 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	13,869	0.00%	-1,084	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
32.4	Columbia Variable Portfolio - Large Cap Index Fund Fund S000019848 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	11,997	0.00%	-255	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
32.5	Columbia Adaptive Risk Allocation Fund Fund S000037262 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	1,943	0.00%	—	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,658,635	0.56%	+5,747	Jun 30, 2026	carried, not yet filed for the newest quarter
34	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,640,511	0.55%	+229,791	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,615,309	0.54%	-52,353	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
36	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,600,078	0.54%	-24,758	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	24,667	0.01%	+26	Jul 31, 2026	BNY Mellon ETF Trust, not summed
37	DUFF & PHELPS INVESTMENT MANAGEMENT CO 13F CIK 765443 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,455,435	0.49%	-119,902	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,403,623	0.47%	-51,490	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Tax-Managed Real Assets Fund Fund S000064943 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	146,889	0.05%	-8,033	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
38.2	Global Real Estate Securities Fund Fund S000006866 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	143,128	0.05%	-17,601	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
38.3	Global Real Estate Securities Fund Fund S000001579 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	55,478	0.02%	-7,831	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
38.4	Global Equity Fund Fund S000015554 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	18,596	0.01%	—	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
38.5	Multi-Asset Strategy Fund Fund S000055522 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	5,354	0.00%	+457	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
39	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,347,871	0.45%	+75,016	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Contour Asset Management LLC 13F CIK 1510669 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,274,684	0.43%	-170,139	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,217,169	0.41%	-650,000	Jun 30, 2026	carried, not yet filed for the newest quarter
42	DAUTEN KENT P Insider CIK 1049128 · May 7, 2026 10% Owner, issuer-wide	1,209,573	0.41%	+1,892	May 7, 2026	10% Owner, issuer-wide
43	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,168,430	0.39%	+76,856	Jun 30, 2026	carried, not yet filed for the newest quarter
44	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,154,487	0.39%	+338,695	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Mid Cap Value Fund Fund S000005779 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	270,617	0.09%	+99,988	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
44.2	Global Real Estate Fund Fund S000031879 · Registered fund · Jul 31, 2026 American Century Capital Portfolios, Inc., not summed	167,543	0.06%	-17,590	Jul 31, 2026	American Century Capital Portfolios, Inc., not summed
44.3	Real Estate Fund Fund S000005780 · Registered fund · Jul 31, 2026 American Century Capital Portfolios, Inc., not summed	122,809	0.04%	-8,160	Jul 31, 2026	American Century Capital Portfolios, Inc., not summed
44.4	Value Fund Fund S000005782 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	75,975	0.03%	—	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
45	DekaBank Deutsche Girozentrale 13F CIK 1456228 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,122,500	0.38%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,118,827	0.38%	-280,548	Jun 30, 2026	carried, not yet filed for the newest quarter
47	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 13F CIK 1033984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,072,881	0.36%	-165,034	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Mitsubishi UFJ Asset Management Co., Ltd. 13F CIK 1466546 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	982,596	0.33%	+74,231	Jun 30, 2026	carried, not yet filed for the newest quarter
49	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	915,101	0.31%	+113,671	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	896,560	0.30%	-37,162	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1020569 CUSIP 46284V101 13F (30d) 277 filings 267 filers Visit website Investor relations