PDM · Piedmont Realty Trust, Inc. · Holdings

$9.57 +0.16 (+1.70%) At close · Sep 11

Russell 2000 member Rebalance outlook locked

Market Cap

$1.20B

125.02M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 253

Total Value: $1,067,396,463

Total Shares: 116,682,746

Showing 1–100 of 254 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 253 13F filers · Δ vs Mar 31, 2026

Top Holder

13.1%

−0.3 pts

Top 5

40.6%

−0.4 pts

Top 10

59.1%

+0.5 pts

HHI

501

Broadly held−7

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -1

Institutional value: +44.9%

Shares held: +4.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega DEUTSCHE BANK AG\	+5,587,771	5,728,312
Mega Russell Investments Group, Ltd.	+932,960	1,005,680
Large COHEN & STEERS, INC.	+661,633	8,088,690
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	+642,813	1,036,345
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	+603,140	1,153,153

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large PRUDENTIAL FINANCIAL INC	−3,236,376	265,687
Large CENTERSQUARE INVESTMENT MANAGEMENT LLC	−1,942,126	1,537,347
Mega AMERIPRISE FINANCIAL INC	−565,468	1,705,645
Large Robeco Institutional Asset Management B.V.	−480,880	53,826
Large BESSEMER GROUP INC	−474,200	743

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid DONALD SMITH & CO., INC.	1,944,080	$17,788,332
Large VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	579,001	$5,297,859
Large State of New Jersey Common Pension Fund D	137,834	$1,261,181
Mega CITADEL ADVISORS LLC	136,464	$1,248,645
Small FJ Capital Management LLC	100,262	$917,397

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Balyasny Asset Management L.P.	663,237	$4,357,467
Small Helix Partners Management LP	439,787	$2,889,400
Large VIRGINIA RETIREMENT SYSTEMS ET Al	386,739	$2,540,875
Mid OVERSEA-CHINESE BANKING Corp Ltd	206,300	$1,355,391
Large ExodusPoint Capital Management, LP	201,838	$1,326,075

Filter: New 36 Increased 97 Reduced 79 Sold out 37 Unchanged 41

Showing 100 of 254

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$139,968,814

13.11%

15,297,139

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	796,307	$7,286,209	5.2%	Sole
BlackRock Investment Management (Australia) Ltd	91,524	$837,444	0.6%	Sole
BlackRock Asset Management Canada Ltd	248,326	$2,272,182	1.6%	Sole
BlackRock Investment Management, LLC	354,861	$3,246,978	2.3%	Sole
BLACKROCK ADVISORS LLC	304,401	$2,785,269	2.0%	Sole
BlackRock Fund Advisors	6,093,132	$55,752,157	39.8%	Sole
BlackRock Institutional Trust Company, N.A.	5,297,789	$48,474,769	34.6%	Sole
BlackRock Japan Co. Ltd	6,365	$58,239	0.0%	Sole
BlackRock Fund Managers Ltd.	732,611	$6,703,390	4.8%	Sole
BlackRock Investment Management (UK) Ltd.	34,932	$319,627	0.2%	Sole
BlackRock (Netherlands) B.V.	144,193	$1,319,365	0.9%	Sole
BlackRock Asset Management Ireland Ltd	342,515	$3,134,012	2.2%	Sole
BlackRock Life Ltd	1,228	$11,236	0.0%	Sole
BlackRock Asset Management Schweiz AG	23,563	$215,601	0.2%	Sole
Aperio Group, LLC	824,730	$7,546,279	5.4%	Sole
SpiderRock Advisors, LLC	662	$6,057	0.0%	Sole

VANGUARD PORTFOLIO MANAGEMENT LLC

$116,047,574

10.87%

12,682,795

COHEN & STEERS, INC.

$74,011,513

6.93%

8,088,690

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cohen & Steers Capital Management Inc	8,088,690	$74,011,513	100.0%	Sole

DEUTSCHE BANK AG\

$52,414,054

4.91%

5,728,312

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	32,931	$301,318	0.6%	Defined
RREEF AMERICA LLC	5,556,654	$50,843,384	97.0%	Defined
DWS Investments UK Ltd	138,727	$1,269,352	2.4%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$50,937,802

4.77%

5,566,973

STATE STREET CORP

$48,253,787

4.52%

5,273,638

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS (JAPAN) CO., LTD. joint	5,273,638	$48,253,787	100.0%	Defined

WILSEY ASSET MANAGEMENT INC

$44,919,472

4.21%

4,909,232

PRIVATE MANAGEMENT GROUP INC

$37,290,266

3.49%

4,075,439

LSV ASSET MANAGEMENT

$35,094,404

3.29%

3,835,454

GEODE CAPITAL MANAGEMENT, LLC

$32,276,093

3.02%

3,527,442

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	479,579	$4,388,147	13.6%	Defined
Held directly	3,047,863	$27,887,946	86.4%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$30,956,545

2.90%

3,383,229

WELLINGTON MANAGEMENT GROUP LLP

$30,659,763

2.87%

3,350,794

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management Company LLP	2,280,874	$20,869,997	68.1%	Defined
Wellington Managment Canada LLC	33,245	$304,191	1.0%	Defined
Wellington Management International Ltd	68,913	$630,553	2.1%	Defined
Wellington Trust Company, NA joint	967,762	$8,855,022	28.9%	Defined

TWO SIGMA INVESTMENTS, LP

$18,134,586

1.70%

1,981,922

DONALD SMITH & CO., INC.

$17,788,332

1.67%

1,944,080

SYSTEMATIC FINANCIAL MANAGEMENT LP

$16,971,108

1.59%

1,854,766

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AFFILIATED MANAGERS GROUP, INC.	1,801,743	$16,485,948	97.1%	Defined
MORGAN STANLEY	53,023	$485,160	2.9%	Other

AMERIPRISE FINANCIAL INC

$15,606,650

1.46%

1,705,645

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	1,692,267	$15,484,243	99.2%	Defined
Threadneedle Asset Management Holdings LTD	23	$210	0.0%	Defined
Ameriprise Financial Services, LLC	5,384	$49,263	0.3%	Defined
Thames River Capital LLP	7,971	$72,934	0.5%	Defined

Universal- Beteiligungs- und Servicegesellschaft mbH

$15,394,719

1.44%

1,682,483

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Universal-Investment-Gesellschaft mbH joint	1,682,483	$15,394,719	100.0%	Defined

NORTHERN TRUST CORP

$14,427,762

1.35%

1,576,805

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	1,348,980	$12,343,165	85.6%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	202,065	$1,848,894	12.8%	Defined
Northern Trust Asset Management Australia Pty Ltd	6,354	$58,139	0.4%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	19,406	$177,564	1.2%	Other

CENTERSQUARE INVESTMENT MANAGEMENT LLC

$14,066,725

1.32%

1,537,347

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	1,518,227	$13,891,777	98.8%	Defined
BANK OF NEW YORK MELLON	19,120	$174,948	1.2%	Defined

DIMENSIONAL FUND ADVISORS LP

$11,878,491

1.11%

1,298,196

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	13,886	$127,056	1.1%	Defined
DFA Australia Ltd.	56,495	$516,929	4.4%	Defined
Dimensional Ireland Ltd	29,383	$268,854	2.3%	Defined
Held directly	1,198,432	$10,965,652	92.3%	Sole

JPMORGAN CHASE & CO

$11,672,553

1.09%

1,275,689

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	436	$3,989	0.0%	Other
JPMorgan Chase Bank, N.A.	190,556	$1,743,587	14.9%	Defined
J.P. Morgan Investment Management Inc.	1,084,497	$9,923,147	85.0%	Defined
J.P. Morgan Securities LLC	200	$1,830	0.0%	Defined

GLENMEDE TRUST CO NA

$11,348,900

1.06%

1,240,317

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Glenmede Investment Management, LP	1,177,063	$10,770,126	94.9%	Sole
Held directly	63,254	$578,774	5.1%	Sole

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

$10,551,349

0.99%

1,153,153

GOLDMAN SACHS GROUP INC

$9,834,712

0.92%

1,074,832

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	133,276	$1,219,475	12.4%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	930,740	$8,516,271	86.6%	Defined
Goldman Sachs Trust Company, N.A.	10,816	$98,966	1.0%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$9,482,556

0.89%

1,036,345

Russell Investments Group, Ltd.

$9,201,967

0.86%

1,005,680

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management Limited	28,509	$260,857	2.8%	Defined
Russell Investment Management, LLC joint	547,350	$5,008,251	54.4%	Defined
Russell Investments Canada Limited	25,570	$233,965	2.5%	Defined
Russell Investments Capital, LLC	21,415	$195,947	2.1%	Defined
Russell Investments Limited joint	201,915	$1,847,521	20.1%	Other
Russell Investments Trust Company joint	180,921	$1,655,426	18.0%	Other

MORGAN STANLEY

$8,971,781

0.84%

980,523

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	4,730	$43,279	0.5%	Defined
MORGAN STANLEY & CO. LLC	40,639	$371,846	4.1%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	508,459	$4,652,399	51.9%	Defined
MORGAN STANLEY SMITH BARNEY LLC	15,857	$145,091	1.6%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	410,838	$3,759,166	41.9%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$8,559,987

0.80%

935,518

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	8,000	$73,200	0.9%	Defined
UBS Asset Management Switzerland AG	660,074	$6,039,676	70.6%	Defined
UBS Asset Management (UK) Ltd.	168,890	$1,545,343	18.1%	Defined
Held directly	98,554	$901,768	10.5%	Defined

VANGUARD FIDUCIARY TRUST CO

$7,595,808

0.71%

830,143

Clearbridge Investments, LLC

$7,142,865

0.67%

780,641

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

$7,121,646

0.67%

778,322

BANK OF AMERICA CORP /DE/

$6,251,425

0.59%

683,216

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	302,891	$2,771,452	44.3%	Defined
MANAGED ACCOUNT ADVISORS LLC joint	380,325	$3,479,973	55.7%	Defined

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

$6,220,581

0.58%

679,845

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MFS Heritage Trust CO	111,976	$1,024,580	16.5%	Defined
Held directly	567,869	$5,196,001	83.5%	Sole

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.

$5,297,859

0.50%

579,001

Bank of New York Mellon Corp

$4,975,456

0.47%

543,766

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	298,655	$2,732,693	54.9%	Defined
The Bank of New York Mellon	239,624	$2,192,559	44.1%	Defined
BNY Mellon, NA joint	2,731	$24,987	0.5%	Defined
BNY Mellon Advisors, Inc.	2,755	$25,208	0.5%	Defined
Held directly	1	$9	0.0%	Defined

WOLVERINE ASSET MANAGEMENT LLC

$4,936,543

0.46%

539,513

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	539,513	$4,936,543	100.0%	Defined

Nepsis Inc.

$4,422,341

0.41%

483,316

Legal & General Group Plc

$3,928,533

0.37%

429,348

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	12,320	$112,728	2.9%	Defined
Legal & General Investment Management Ltd joint	417,028	$3,815,805	97.1%	Defined

DC Investments Management, LLC

$3,710,343

0.35%

405,502

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DC Funds, LP	405,502	$3,710,343	100.0%	Defined

UBS Group AG

$3,677,155

0.34%

401,875

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	31,573	$288,892	7.9%	Defined
UBS AG	353,802	$3,237,288	88.0%	Defined
UBS Europe SE	16,500	$150,975	4.1%	Defined

AQR CAPITAL MANAGEMENT LLC

$3,549,081

0.33%

387,878

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	34	$311	0.0%	Other
Compound Planning, Inc.	39	$356	0.0%	Other
Arax Advisory Partners	7,146	$65,385	1.8%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	2,170	$19,855	0.6%	Other
Stokes Family Office, LLC	2,867	$26,233	0.7%	Other
Held directly	375,622	$3,436,941	96.8%	Defined

NOMURA ASSET MANAGEMENT INTERNATIONAL INC.

$3,132,063

0.29%

342,302

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NOMURA HOLDINGS INC joint	342,302	$3,132,063	100.0%	Defined

Nuveen, LLC

$3,050,252

0.29%

333,361

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	41,086	$375,936	12.3%	Defined
TEACHERS ADVISORS, LLC joint	292,275	$2,674,316	87.7%	Defined

JANE STREET GROUP, LLC

$2,976,943

0.28%

325,349

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	325,349	$2,976,943	100.0%	Defined

GW&K Investment Management, LLC

$2,742,255

0.26%

299,700

Invesco Ltd.

$2,683,298

0.25%

293,257

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	79,062	$723,415	27.0%	Defined
Invesco Trust Co joint	50,682	$463,740	17.3%	Defined
Invesco Asset Management (Japan) Limited joint	5,349	$48,943	1.8%	Defined
Invesco Capital Management LLC	158,164	$1,447,200	53.9%	Defined

HRT FINANCIAL LP

$2,492,231

0.23%

272,375

MACQUARIE GROUP LTD

$2,463,262

0.23%

269,209

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Macquarie Investment Management Global Limited joint	269,209	$2,463,262	100.0%	Sole

PRUDENTIAL FINANCIAL INC

$2,431,035

0.23%

265,687

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM, Inc.	243,982	$2,232,435	91.8%	Defined
PGIM Quantitative Solutions LLC	21,705	$198,600	8.2%	Defined

Swiss National Bank

$2,294,820

0.21%

250,800

HSBC HOLDINGS PLC

$2,240,285

0.21%

244,840

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC Global Asset Management (UK) Ltd	199,511	$1,825,525	81.5%	Defined
Hang Seng Investment Management Ltd	45,329	$414,760	18.5%	Defined

CANADA LIFE ASSURANCE Co

$2,068,760

0.19%

226,094

PRICE T ROWE ASSOCIATES INC /MD/

$1,917,345

0.18%

209,546

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	209,546	$1,917,345	100.0%	Defined

NOMURA ASSET MANAGEMENT CO LTD

$1,858,365

0.17%

203,100

Asset Management One Co., Ltd.

$1,700,683

0.16%

185,867

CITIGROUP INC

$1,690,415

0.16%

184,745

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	906	$8,289	0.5%	Defined
Citigroup Financial Products Inc. joint	183,839	$1,682,126	99.5%	Defined

RHUMBLINE ADVISERS

$1,642,360

0.15%

179,493

ALLIANCEBERNSTEIN L.P.

$1,624,060

0.15%

177,493

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	177,493	$1,624,060	100.0%	Defined

LPL Financial LLC

$1,621,892

0.15%

177,256

Quantinno Capital Management LP

$1,496,857

0.14%

163,591

MARTINGALE ASSET MANAGEMENT L P

$1,453,413

0.14%

158,843

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$1,356,780

0.13%

148,282

Focus Partners Wealth

$1,295,383

0.12%

141,572

RAYMOND JAMES FINANCIAL INC

$1,270,852

0.12%

138,891

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	401	$3,669	0.3%	Defined
Raymond James Financial Services Advisors, Inc.	138,490	$1,267,183	99.7%	Defined

State of New Jersey Common Pension Fund D

$1,261,181

0.12%

137,834

HARBOR CAPITAL ADVISORS, INC.

$1,258,747

0.12%

137,568

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$1,232,404

0.12%

134,689

Sumitomo Mitsui Trust Group, Inc.

$1,223,858

0.11%

133,755

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amova Asset Management Co., Ltd.	133,755	$1,223,858	100.0%	Defined

CITADEL ADVISORS LLC

$1,144,335

0.11%

125,064

Allianz Asset Management GmbH

$1,131,406

0.11%

123,651

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Pacific Investment Management Company LLC	123,651	$1,131,406	100.0%	Defined

Swedbank AB

$1,127,362

0.11%

123,209

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Swedbank Robur Fonder AB	123,209	$1,127,362	100.0%	Defined

Cambria Investment Management, L.P.

$1,102,986

0.10%

120,545

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tidal Investments LLC	120,545	$1,102,986	100.0%	Other

Polymer Capital Management (US) LLC

$1,097,295

0.10%

119,923

WELLS FARGO & COMPANY/MN

$1,093,799

0.10%

119,541

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	110,443	$1,010,553	92.4%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	5,140	$47,031	4.3%	Defined
WELLS FARGO CLEARING SERVICES, LLC	3,927	$35,932	3.3%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	31	$283	0.0%	Defined

Fisher Asset Management, LLC

$1,066,615

0.10%

116,570

SEI INVESTMENTS CO

$1,055,644

0.10%

115,371

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	39,014	$356,978	33.8%	Sole
SEI TRUST CO	76,357	$698,666	66.2%	Sole

Vanguard Investments Australia, Ltd.

$1,024,232

0.10%

111,938

Mitsubishi UFJ Asset Management Co., Ltd.

$972,471

0.09%

106,281

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MITSUBISHI UFJ FINANCIAL GROUP INC	106,281	$972,471	100.0%	Defined

VANGUARD ASSET MANAGEMENT, Ltd

$919,950

0.09%

100,541

FJ Capital Management LLC

$917,397

0.09%

100,262

Advisors Asset Management, Inc.

$878,784

0.08%

96,042

Orion Porfolio Solutions, LLC

$861,390

0.08%

94,141

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

$847,326

0.08%

92,604

BARCLAYS PLC

$818,009

0.08%

89,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	85,910	$786,076	96.1%	Defined
BARCLAYS CAPITAL INC.	3,490	$31,933	3.9%	Defined

FMR LLC

$779,433

0.07%

85,184

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	83,614	$765,068	98.2%	Defined
STRATEGIC ADVISERS LLC	1,570	$14,365	1.8%	Defined

Creative Planning

$751,250

0.07%

82,104

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	17,573	$160,792	21.4%	Defined
Held directly	64,531	$590,458	78.6%	Sole

BANK OF MONTREAL /CAN/

$745,120

0.07%

81,434

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	345	$3,156	0.4%	Defined
BMO Family Office, LLC	81,089	$741,964	99.6%	Defined

Amundi

$714,358

0.07%

78,072

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amundi Asset Management	78,072	$714,358	100.0%	Defined

MetLife Investment Management, LLC

$710,076

0.07%

77,604

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	77,604	$710,076	100.0%	Defined

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

$696,379

0.07%

76,107

Mitsubishi UFJ Trust & Banking Corp

$689,736

0.06%

75,381

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
First Sentier Investors RQI Pty Ltd	75,381	$689,736	100.0%	Defined

Zurcher Kantonalbank (Zurich Cantonalbank)

$687,201

0.06%

75,104

LAZARD ASSET MANAGEMENT LLC

$679,259

0.06%

74,236

Inspire Investing, LLC

$669,011

0.06%

73,116

Merit Financial Group, LLC

$621,357

0.06%

67,908

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AQR Capital Management	2,539	$23,231	3.7%	Other
Parametric	27	$247	0.0%	Other
Held directly	65,342	$597,879	96.2%	Sole

State of Alaska, Department of Revenue

$621,356

0.06%

67,908

VARCOV Co.

$594,594

0.06%

64,983

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$534,799

0.05%

58,448

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	58,448	$534,799	100.0%	Defined

Ilmarinen Mutual Pension Insurance Co

$521,550

0.05%

57,000

MERCER GLOBAL ADVISORS INC /ADV

$498,574

0.05%

54,489

Key facts CIK 1042776 CUSIP 720190206 13F (30d) 73 filings 73 filers Visit website Investor relations