MPT · Medical Properties Trust Inc · Shareholders & Ownership

$2.78 -0.07 (-2.46%)

S&P 600 member Russell 1000 member Rebalance outlook locked

Market Cap

$1.70B

598.10M

Volume · Oct 20 8.83M Avg daily vol (3M) 9.76M

Every disclosed holder of MPT 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 MPT

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)	496	364,028,024	60.86%	Yes
Insiders (Forms 3, 4, 5)	13	13,264,371	2.22%	Yes
13D/G-only blocks	1	41,662,706	6.97%	Yes
Remaining	—	179,144,899	29.95%	Rest
Registered funds (N-PORT, not summed)	232	173,173,802	28.95%	No

Shares outstanding: 598,100,000, 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 MPT

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	75,253,906	12.58%	-43,975	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	29,553,273	4.94%	-55,055	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,222,528	0.71%	-592,132	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,147,806	0.36%	+219,386	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Core U.S. REIT ETF Fund S000015627 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,869,677	0.31%	+245,078	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Global REIT ETF Fund S000045649 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,384,245	0.23%	+56,008	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	43,755,548	7.32%	+670,784	Jun 30, 2026	carried, not yet filed for the newest quarter
3	He Zhengxu 13G CIK 1337074 · Unknown · Dec 31, 2025 Rule 13d-1(b), qualified institution	41,662,706	6.97%	-812,947	Dec 31, 2025	Rule 13d-1(b), qualified institution
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	25,162,287	4.21%	-398,922	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	4,511,404	0.75%	+52,993	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,545,902	0.43%	-37,185	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	850,054	0.14%	-40,917	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	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	358,124	0.06%	-5	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
4.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	178,461	0.03%	+3,300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,742,204	3.64%	+906,637	Jun 30, 2026	carried, not yet filed for the newest quarter
6	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,637,883	2.95%	+6,580,784	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	2,672,040	0.45%	+904,074	Jun 30, 2026	AQR Funds, not summed
6.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	591,606	0.10%	—	Jun 30, 2026	AQR Funds, not summed
6.3	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	442,627	0.07%	+372,560	Jun 30, 2026	AQR Funds, not summed
6.4	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	402,951	0.07%	—	Jun 30, 2026	AQR Funds, not summed
6.5	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	173,521	0.03%	-59,563	Jun 30, 2026	AQR Funds, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	15,230,053	2.55%	+722,554	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	14,950,671	2.50%	-222,066	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,513,717	1.93%	-467,016	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	3,492,997	0.58%	+84,974	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
9.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	3,435,869	0.57%	-722,153	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
9.3	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	2,363,620	0.40%	-26,688	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
9.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	859,224	0.14%	-54,630	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
9.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	308,707	0.05%	+21,464	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,994,230	1.84%	+671,533	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,953,326	1.66%	-28,596	Jun 30, 2026	carried, not yet filed for the newest quarter
12	WILSEY ASSET MANAGEMENT INC 13F CIK 1598379 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,611,131	1.27%	+262,379	Jun 30, 2026	carried, not yet filed for the newest quarter
13	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,410,114	1.24%	+2,189,942	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	FlexShares Global Quality Real Estate Index Fund Fund S000043008 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	265,460	0.04%	+27,579	Jul 31, 2026	FlexShares Trust, not summed
13.2	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	188,454	0.03%	+17,159	Jun 30, 2026	Northern Funds, not summed
13.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	54,634	0.01%	-1,557	Jun 30, 2026	Northern Funds, not summed
13.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	9,638	0.00%	-88,768	Jul 31, 2026	FlexShares Trust, not summed
14	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,338,412	1.23%	+851,040	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	4,705,934	0.79%	+505,391	Jun 30, 2026	PIMCO Equity Series, not summed
14.2	PIMCO All Asset: Multi-Real Fund Fund S000069546 · Registered fund · Jun 30, 2026 PIMCO FUNDS, not summed	29,274	0.00%	-221,893	Jun 30, 2026	PIMCO FUNDS, not summed
14.3	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	18,230	0.00%	+2,418	Jun 30, 2026	PIMCO Equity Series, not summed
14.4	PIMCO RealEstateRealReturn Strategy Fund Fund S000009701 · Registered fund · Jun 30, 2026 PIMCO FUNDS, not summed	5,909	0.00%	-89,444	Jun 30, 2026	PIMCO FUNDS, not summed
15	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,284,796	1.22%	-1,115,926	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,951,225	1.16%	+369,784	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,782,715	1.13%	+48,422	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	337	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
18	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,647,786	1.11%	-42,786	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Advisors Capital Management, LLC 13F CIK 1345576 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,598,047	1.10%	+221,697	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Aldag Edward K JR Insider CIK 1331608 · Oct 7, 2026 Director, Chairman, President & CEO, issuer-wide	6,576,342	1.10%	-109,433	Oct 7, 2026	Director, Chairman, President & CEO, issuer-wide
21	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,122,211	1.02%	-190,903	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	19,612	0.00%	+756	Jul 31, 2026	BNY Mellon ETF Trust, not summed
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,629,720	0.94%	+126,588	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,487,140	0.92%	-1,950,286	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,848,377	0.31%	-89,726	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.2	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	976,275	0.16%	+52,737	Jul 31, 2026	Dimensional ETF Trust, not summed
23.3	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	735,198	0.12%	-1,852,637	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
23.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	673,594	0.11%	+7,169	Jul 31, 2026	Dimensional ETF Trust, not summed
24	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	5,476,536	0.92%	-132,547	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	DWS Core Equity Fund Fund S000005706 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	5,030,161	0.84%	-102,680	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
24.2	DWS Core Equity VIP Fund S000006247 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES I, not summed	121,568	0.02%	-2,911	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES I, not summed
24.3	DWS Enhanced Core Equity Fund Fund S000062621 · Registered fund · May 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	68,672	0.01%	-879	May 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
25	COATUE MANAGEMENT LLC 13F CIK 1135730 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,525,398	0.76%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	3,931,087	0.66%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
27	HAMNER R STEVEN Insider CIK 1067414 · Oct 7, 2026 Director, Executive Vice President & CFO, issuer-wide	3,743,924	0.63%	-48,548	Oct 7, 2026	Director, Executive Vice President & CFO, issuer-wide
28	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	3,539,997	0.59%	+3,538,822	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,441,629	0.58%	+63,806	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	3,290,997	0.55%	-72,229	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
31	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,195,565	0.53%	+1,288,007	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	6,004	0.00%	-396	May 31, 2026	Goldman Sachs ETF Trust, not summed
31.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,843	0.00%	-8,831	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
32	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,142,032	0.53%	+426,501	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,090,715	0.52%	+63,816	Jun 30, 2026	carried, not yet filed for the newest quarter
34	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,365,392	0.40%	-24,962	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	361,345	0.06%	-26,350	Jul 31, 2026	Principal Funds, Inc, not summed
34.2	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	12,007	0.00%	+4,008	Jul 31, 2026	Principal Funds, Inc, not summed
35	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,744,452	0.29%	+311,438	Jun 30, 2026	carried, not yet filed for the newest quarter
36	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	1,706,110	0.29%	+14,398	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
37	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,694,962	0.28%	-88,391	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	410,640	0.07%	-1,920	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
37.2	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	219,137	0.04%	+28,738	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
37.3	Invesco Russell 1000 Equal Weight ETF Fund S000047524 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	217,760	0.04%	+9,968	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
37.4	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	89,134	0.01%	+4,137	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
37.5	Invesco S&P SmallCap Financials ETF Fund S000028298 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	29,672	0.01%	-325	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
38	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,684,943	0.28%	-79,622	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Marble Bar Asset Management LLP 13F CIK 1346570 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,570,000	0.26%	+1,570,000	Jun 30, 2026	carried, not yet filed for the newest quarter
40	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,484,097	0.25%	-27,560	Jun 30, 2026	carried, not yet filed for the newest quarter
41	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,436,642	0.24%	-503,491	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,402,446	0.23%	+437,956	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,343,695	0.22%	+498,327	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	609,164	0.10%	+384,303	Jul 31, 2026	TIAA-CREF Funds, not summed
43.2	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	477,998	0.08%	—	Jul 31, 2026	NuShares ETF Trust, not summed
43.3	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	108,811	0.02%	-18,108	Jul 31, 2026	TIAA-CREF Funds, not summed
43.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	9,859	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
43.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	3,534	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
44	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	1,340,163	0.22%	-6,230	Jun 30, 2026	WisdomTree Trust, not summed
45	LOS ANGELES CAPITAL MANAGEMENT LLC 13F CIK 1177206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,308,138	0.22%	+1,148,581	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Schonfeld Strategic Advisors LLC 13F CIK 1665241 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,303,126	0.22%	+1,191,235	Jun 30, 2026	carried, not yet filed for the newest quarter
47	CANADA LIFE ASSURANCE Co 13F CIK 1046192 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,280,927	0.21%	-38,099	Jun 30, 2026	carried, not yet filed for the newest quarter
48	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,261,093	0.21%	+101,759	Jun 30, 2026	carried, not yet filed for the newest quarter
49	APG Asset Management US Inc. 13F CIK 1323255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,228,345	0.21%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
50	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,221,863	0.20%	+120,177	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	736,277	0.12%	-48,814	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
50.2	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	148,160	0.02%	—	Jul 31, 2026	Columbia ETF Trust I, not summed
50.3	Columbia Real Estate Equity Fund Fund S000012072 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	54,003	0.01%	0	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
50.4	Columbia Adaptive Risk Allocation Fund Fund S000037262 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	43,422	0.01%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
50.5	Columbia Research Enhanced Value ETF Fund S000066077 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	16,612	0.00%	—	Jul 31, 2026	Columbia ETF Trust I, not summed

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

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Key facts CIK 1287865 CUSIP 58463J304 13F (30d) 64 filings 62 filers Visit website Investor relations