NHI · National Health Investors Inc · Shareholders & Ownership

$66.35 +1.65 (+2.55%) At close · Oct 20

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.18B

49.11M

Volume · Oct 20 273.28K Avg daily vol (3M) 357.65K

Every disclosed holder of NHI 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 NHI

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)	309	38,060,696	77.50%	Yes
Insiders (Forms 3, 4, 5)	16	1,141,374	2.32%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	9,908,364	20.18%	Rest
Registered funds (N-PORT, not summed)	267	19,974,601	40.67%	No

Shares outstanding: 49,110,434, 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 NHI

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	8,733,237	17.78%	+3,926,380	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,523,688	17.36%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,880,051	5.86%	—	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,247,631	2.54%	+92,571	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	459,305	0.94%	+146,938	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	257,730	0.52%	—	Jun 30, 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	4,630,646	9.43%	+488,430	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	2,735,937	5.57%	+761,547	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,735,937	5.57%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	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	445,000	0.91%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	165,100	0.34%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	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	100,900	0.21%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	83,977	0.17%	-2,096	Jun 30, 2026	SPDR SERIES 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	2,099,145	4.27%	+14,525	Jun 30, 2026	carried, not yet filed for the newest quarter
5	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,977,094	4.03%	+276,186	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Real Estate Securities Fund Fund S000007212 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	840,085	1.71%	+18,769	Jul 31, 2026	Principal Funds, Inc, not summed
5.2	Real Estate Securities Account Fund S000007673 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	36,637	0.07%	+2,198	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
5.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	35,711	0.07%	—	Jul 31, 2026	Principal Funds, Inc, not summed
5.4	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	30,980	0.06%	+2,242	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
5.5	Principal Real Estate Active Opportunities ETF Fund S000076068 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	4,134	0.01%	0	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
6	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	1,750,854	3.57%	-17,820	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
7	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,606,463	3.27%	+1,091,732	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	BNY Mellon Global Infrastructure Income ETF Fund S000077785 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	523,376	1.07%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
7.2	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,783	0.00%	+113	Jul 31, 2026	BNY Mellon ETF Trust, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,459,676	2.97%	-14,084	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	1,402,775	2.86%	+91,535	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,057,147	2.15%	-2,618	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,019,379	2.08%	+26,577	Jun 30, 2026	carried, not yet filed for the newest quarter
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	880,321	1.79%	+54,330	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	337,242	0.69%	+7,490	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
12.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	228,828	0.47%	-1,835	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
12.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	117,769	0.24%	+14,820	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
12.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	69,702	0.14%	-10,778	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
12.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	28,023	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
13	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	870,365	1.77%	-26,937	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	548,854	1.12%	-26,100	May 29, 2026	Delaware Group Equity Funds V, not summed
13.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	284,800	0.58%	-200	Jun 30, 2026	Delaware VIP Trust, not summed
14	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	675,739	1.38%	-10,510	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	240,609	0.49%	-20,559	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	170,368	0.35%	-7,551	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	89,445	0.18%	+5,581	Jul 31, 2026	Dimensional ETF Trust, not summed
14.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	65,427	0.13%	+1,594	Jul 31, 2026	Dimensional ETF Trust, not summed
15	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	672,355	1.37%	—	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	668,967	1.36%	-6,058	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	608,688	1.24%	+45,841	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	26,634	0.05%	-23,061	Jun 30, 2026	Northern Funds, not summed
17.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	24,560	0.05%	+2,876	Jun 30, 2026	Northern Funds, not summed
17.3	FlexShares Global Quality Real Estate Index Fund Fund S000043008 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	24,180	0.05%	+2,403	Jul 31, 2026	FlexShares Trust, not summed
17.4	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	17,549	0.04%	+1,791	Jun 30, 2026	Northern Funds, not summed
17.5	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,264	0.01%	-150	Jun 30, 2026	Northern Funds, not summed
18	ADAMS ROBERT G Insider CIK 1012855 · Jan 27, 2026 Director, issuer-wide	566,551	1.15%	—	Jan 27, 2026	Director, issuer-wide
19	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	554,654	1.13%	+23,519	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	444,043	0.90%	+64,157	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	24	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	415,413	0.85%	-571,179	Jun 30, 2026	carried, not yet filed for the newest quarter
22	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	396,229	0.81%	+268,595	Jun 30, 2026	carried, not yet filed for the newest quarter
23	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	335,445	0.68%	-84,629	Jun 30, 2026	carried, not yet filed for the newest quarter
24	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	322,529	0.66%	-12,507	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	321,018	0.65%	+9,275	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	307,320	0.63%	-6,250	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
27	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	285,144	0.58%	+53,401	Jun 30, 2026	carried, not yet filed for the newest quarter
28	BOWEN HANES & CO INC 13F CIK 1077583 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	260,000	0.53%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
29	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	257,108	0.52%	-880,075	Jun 30, 2026	carried, not yet filed for the newest quarter
30	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	248,865	0.51%	+103,285	Jun 30, 2026	carried, not yet filed for the newest quarter
31	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	242,935	0.49%	+6,627	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	241,518	0.49%	+8,559	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
33	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	235,078	0.48%	+18,350	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	8,632	0.02%	+114	May 31, 2026	Goldman Sachs ETF Trust, not summed
33.2	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	7,680	0.02%	-873	Jul 31, 2026	Goldman Sachs Trust II, not summed
33.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,666	0.01%	+319	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
34	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	226,815	0.46%	—	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
35	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	209,294	0.43%	+209,294	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	SBH SMALL CAP VALUE FUND Fund S000065432 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	45,702	0.09%	—	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
36	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	192,925	0.39%	+6,888	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Global X SuperDividend U.S. ETF Fund S000039638 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	168,924	0.34%	+5,423	Jul 31, 2026	GLOBAL X FUNDS, not summed
36.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	23,271	0.05%	+2,927	Jul 31, 2026	GLOBAL X FUNDS, not summed
36.3	Global X Aging Population ETF Fund S000054162 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	2,928	0.01%	+12	May 31, 2026	GLOBAL X FUNDS, not summed
37	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	178,720	0.36%	+45,596	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	165,709	0.34%	+165,709	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Sound Income Strategies, LLC 13F CIK 1730960 · Registered investment adviser · Sep 30, 2026	159,225	0.32%	-111,027	Sep 30, 2026
40	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	135,618	0.28%	+102,331	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	16,630	0.03%	—	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
40.2	Columbia Real Estate Equity Fund Fund S000012072 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	4,623	0.01%	-592	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
40.3	Columbia Adaptive Risk Allocation Fund Fund S000037262 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	4,200	0.01%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
40.4	CTIVP - CenterSquare Real Estate Fund Fund S000028695 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	700	0.00%	-7,480	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
40.5	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	86	0.00%	+21	Jun 30, 2026	Columbia ETF Trust I, not summed
41	SG Americas Securities, LLC 13F CIK 1313360 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	134,506	0.27%	+23,919	Jun 30, 2026	carried, not yet filed for the newest quarter
42	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	134,350	0.27%	+1,941	Jun 30, 2026	WisdomTree Trust, not summed
43	Mendelsohn D. Eric Insider CIK 1410716 · Jun 5, 2026 Director, CEO and President, issuer-wide	133,316	0.27%	+1,500	Jun 5, 2026	Director, CEO and President, issuer-wide
44	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	130,123	0.27%	+130,123	Jun 30, 2026	carried, not yet filed for the newest quarter
45	SWAFFORD CHARLOTTE A Insider CIK 1012861 · Dec 9, 2025 Director, issuer-wide	127,358	0.26%	+17,173	Dec 9, 2025	Director, issuer-wide
46	WOODMONT INVESTMENT COUNSEL LLC 13F CIK 1133653 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	125,845	0.26%	+21,726	Jun 30, 2026	carried, not yet filed for the newest quarter
47	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	121,326	0.25%	-49,348	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	7,540	0.02%	+945	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
48	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	120,821	0.25%	+53,421	Jun 30, 2026	carried, not yet filed for the newest quarter
49	CANADA LIFE ASSURANCE Co 13F CIK 1046192 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	120,045	0.24%	+36,315	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	118,638	0.24%	+23,876	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	33,677	0.07%	-1,352	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
50.2	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	21,278	0.04%	+18,450	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed

33 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 877860 CUSIP 63633D104 13F (30d) 39 filings 39 filers Visit website Investor relations