IRT · Independence Realty Trust, Inc. · Shareholders & Ownership

$14.84 -0.02 (-0.10%)

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.50B

235.74M

Volume · Oct 21 534.34K Avg daily vol (3M) 3.27M

Every disclosed holder of IRT 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 IRT

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)	401	233,207,691	98.92%	Yes
Insiders (Forms 3, 4, 5)	12	1,873,046	0.79%	Yes
13D/G-only blocks	1	6,094,776	2.59%	Yes
Remaining	—	5,430,946	-2.30%	Negative
Registered funds (N-PORT, not summed)	327	113,019,702	47.94%	No

Shares outstanding: 235,744,567, 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 IRT

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	36,067,985	15.30%	+376,122	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	8,044,017	3.41%	+202,208	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,165,657	2.62%	+224,741	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	2,246,864	0.95%	+163,426	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,182,230	0.50%	-20,963	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	878,860	0.37%	+103,631	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	21,795,546	9.25%	+390,997	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	12,982,771	5.51%	-89,808	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,190,929	0.51%	+32,752	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	407,745	0.17%	-20,132	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	362,306	0.15%	-1,295	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF Fund S000021764 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	172,249	0.07%	-179	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
3.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	79,299	0.03%	-3,300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT 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	10,613,114	4.50%	-6,459	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	8,962,757	3.80%	+85,077	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
6	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,935,090	3.37%	-310,659	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	1,292,234	0.55%	-24,300	Jun 30, 2026	AB TRUST, not summed
6.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	389,070	0.17%	-7,130	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
6.3	AB All Market Real Return Portfolio Fund S000028085 · Registered fund · Jul 31, 2026 AB BOND FUND, INC., not summed	356,300	0.15%	0	Jul 31, 2026	AB BOND FUND, INC., not summed
6.4	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	338,199	0.14%	-36,280	Jun 30, 2026	AB CAP FUND, INC., not summed
6.5	AB Global Real Estate Investment Fund II Fund S000010313 · Registered fund · Jul 31, 2026 AB INSTITUTIONAL FUNDS INC, not summed	196,290	0.08%	-5,690	Jul 31, 2026	AB INSTITUTIONAL FUNDS INC, not summed
7	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,872,378	3.34%	+7,498	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,496,955	3.18%	-67,489	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,986,759	2.96%	+315,170	Jun 30, 2026	carried, not yet filed for the newest quarter
10	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,465,200	2.74%	-3,527,753	Jun 30, 2026	carried, not yet filed for the newest quarter
11	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Sep 30, 2025 Rule 13d-1(b), qualified institution	6,094,776	2.59%	-5,266,203	Sep 30, 2025	Rule 13d-1(b), qualified institution
12	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,565,806	2.36%	-1,261,316	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	2,523,600	1.07%	-234,926	May 29, 2026	Delaware Group Equity Funds V, not summed
12.2	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	2,205,181	0.94%	-62,500	May 29, 2026	Delaware Group Equity Funds V, not summed
12.3	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	1,128,620	0.48%	-8,800	Jun 30, 2026	Delaware VIP Trust, not summed
13	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,510,135	2.34%	-270,057	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	127	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,409,912	2.29%	-60,635	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,395,424	2.29%	+1,683,135	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	3,830,195	1.62%	+1,513,547	Jul 31, 2026	Franklin Value Investors Trust, not summed
15.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	937,684	0.40%	+303,555	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
15.3	Franklin Mutual Small-Mid Cap Value Fund Fund S000007354 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	208,991	0.09%	+111,052	Jul 31, 2026	Franklin Value Investors Trust, not summed
15.4	Franklin Real Estate Securities Fund Fund S000006874 · Registered fund · Jul 31, 2026 Franklin Real Estate Securities Trust, not summed	122,070	0.05%	-2,328	Jul 31, 2026	Franklin Real Estate Securities Trust, not summed
16	Long Pond Capital, LP 13F CIK 1499066 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,127,246	2.17%	-599,992	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Long Pond Capital, LP 13G CIK 1499066 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,127,246	2.17%	-7,174,438	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,396,652	1.87%	+210,048	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,675,588	0.71%	+22,673	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,137,267	0.48%	-20,179	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	583,267	0.25%	+56,062	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	383,374	0.16%	+17,273	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	143,267	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,134,326	1.75%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,508,195	1.49%	+162,780	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	153,309	0.07%	+4,043	Jun 30, 2026	Northern Funds, not summed
19.2	FlexShares Global Quality Real Estate Index Fund Fund S000043008 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	124,150	0.05%	+12,885	Jul 31, 2026	FlexShares Trust, not summed
19.3	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	121,392	0.05%	+10,578	Jun 30, 2026	Northern Funds, not summed
19.4	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	91,128	0.04%	+12,212	Jun 30, 2026	Northern Funds, not summed
19.5	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	39,822	0.02%	—	Jun 30, 2026	Northern Funds, not summed
20	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,424,397	1.45%	+1,682,638	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,252,961	1.38%	-220,836	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	1,062,754	0.45%	-150,526	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	882,455	0.37%	+9,610	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	454,605	0.19%	+25,951	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	293,584	0.12%	-14,572	Jul 31, 2026	Dimensional ETF Trust, not summed
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,698,168	1.14%	+54,384	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,679,582	1.14%	-984,191	Jun 30, 2026	carried, not yet filed for the newest quarter
24	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,563,019	1.09%	+649,835	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,488,272	1.06%	+536,007	Jun 30, 2026	carried, not yet filed for the newest quarter
26	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,376,740	1.01%	-492,980	Jun 30, 2026	carried, not yet filed for the newest quarter
27	CENTERSQUARE INVESTMENT MANAGEMENT LLC 13F CIK 1725296 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,350,383	1.00%	+759,119	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,316,877	0.98%	+982,865	Jun 30, 2026	carried, not yet filed for the newest quarter
29	RUSH ISLAND MANAGEMENT, LP 13F CIK 1736465 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,316,753	0.98%	-1,139,409	Jun 30, 2026	carried, not yet filed for the newest quarter
30	GRS Advisors, LLC 13F CIK 1544554 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,261,567	0.96%	+2,261,567	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,207,005	0.94%	+1,737,273	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	1,311,000	0.56%	—	Jun 30, 2026	Victory Portfolios, not summed
31.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	27,043	0.01%	+123	Jul 31, 2026	Victory Portfolios III, not summed
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,141,229	0.91%	+148,281	Jun 30, 2026	carried, not yet filed for the newest quarter
33	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,107,570	0.89%	-983,717	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	1,459,478	0.62%	-148,164	May 31, 2026	MFS SERIES TRUST XIII, not summed
33.2	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	25,326	0.01%	-1,557	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
33.3	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	3,375	0.00%	-487	Jul 31, 2026	MFS Series Trust XV, not summed
34	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,969,321	0.84%	-17,107	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	8,533	0.00%	-370	Jul 31, 2026	BNY Mellon ETF Trust, not summed
35	Argosy-Lionbridge Management, LLC 13F CIK 2056354 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,820,965	0.77%	+1,250	Jun 30, 2026	carried, not yet filed for the newest quarter
36	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	1,810,251	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
36.1	CBRE Global Real Estate Income Fund Fund · Registered fund · Jun 30, 2026 CBRE Global Real Estate Income Fund, not summed	418,300	0.18%	—	Jun 30, 2026	CBRE Global Real Estate Income Fund, not summed
37	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,794,266	0.76%	-652,012	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	468,424	0.20%	+19,024	Jul 31, 2026	Goldman Sachs Trust II, not summed
37.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	32,467	0.01%	+431	May 31, 2026	Goldman Sachs ETF Trust, not summed
37.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	31,537	0.01%	-3,753	Jul 31, 2026	Goldman Sachs Trust II, not summed
37.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	7,712	0.00%	+974	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
38	River Road Asset Management, LLC 13F CIK 1341401 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,751,510	0.74%	+672,126	Jun 30, 2026	carried, not yet filed for the newest quarter
39	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,588,902	0.67%	-2,978	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	1,572,988	0.67%	+832	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,566,962	0.66%	+33,955	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,433,210	0.61%	+46,379	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	531,062	0.23%	-8,749	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
42.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	365,565	0.16%	-14,570	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
42.3	Invesco S&P Ultra Dividend Revenue ETF Fund S000064597 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	58,931	0.03%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
42.4	Invesco S&P Midcap 400 QVM Multi-Factor ETF Fund S000072319 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	30,758	0.01%	-575	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
42.5	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	20,102	0.01%	+10,910	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
43	Hudson Bay Capital Management LP 13F CIK 1393825 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,349,560	0.57%	+1,349,560	Jun 30, 2026	carried, not yet filed for the newest quarter
44	PGIM Global Real Estate Fund Fund S000004628 · Registered fund · Jul 31, 2026 Prudential Investment Portfolios 12, not summed	1,337,911	0.57%	+43,072	Jul 31, 2026	Prudential Investment Portfolios 12, not summed
45	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,333,729	0.57%	+93,467	Jun 30, 2026	carried, not yet filed for the newest quarter
46	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,289,800	0.55%	-1,875,232	Jun 30, 2026	carried, not yet filed for the newest quarter
47	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,257,191	0.53%	-292,794	Jun 30, 2026	carried, not yet filed for the newest quarter
48	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	1,247,662	0.53%	+1,243,355	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	1,236,602	0.52%	+44,082	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
50	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	1,216,370	0.52%	+214,192	Sep 30, 2026

34 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1466085 CUSIP 45378A106 13F (30d) 52 filings 52 filers Visit website Investor relations