SHO · Sunstone Hotel Investors, Inc. · Shareholders & Ownership

$12.47 +0.12 (+0.97%) Earnings today Play latest call Q3 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.30B

185.94M

Volume · Nov 6 788.33K Avg daily vol (3M) 2.46M

Every disclosed holder of SHO 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 SHO

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)	298	193,436,302	104.03%	Yes
Insiders (Forms 3, 4, 5)	12	2,828,694	1.52%	Yes
13D/G-only blocks	1	1,494,905	0.80%	Yes
Remaining	—	11,815,960	-6.35%	Negative
Registered funds (N-PORT, not summed)	292	83,834,274	45.09%	No

Shares outstanding: 185,943,941, 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 SHO

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	35,116,958	18.89%	+2,131,345	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	11,225,601	6.04%	-171,530	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,690,195	2.52%	+146,932	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,603,899	0.86%	-250,209	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,054,319	0.57%	+950,695	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	676,006	0.36%	-796,463	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	21,076,792	11.34%	+1,668,524	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,735,550	10.61%	+323,511	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	10,740,243	5.78%	-66,522	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	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	1,713,380	0.92%	-375	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	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	966,614	0.52%	-20,844	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	322,886	0.17%	-20,181	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	135,929	0.07%	-3,759	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
3.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	79,358	0.04%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	Blackstone Inc. 13F CIK 1393818 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,580,000	4.61%	-65,000	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,358,012	4.49%	-202,820	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	6,836,424	3.68%	+137,835	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
7	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,207,364	3.34%	-3,892,174	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	BANK OF AMERICA CORP /DE/ 13G CIK 70858 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,241,268	3.36%	-3,896,798	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,897,996	3.17%	-213,436	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	5,195,704	2.79%	+137,447	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,624,593	2.49%	+1,076,418	Jun 30, 2026	carried, not yet filed for the newest quarter
11	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,532,827	2.44%	-100,722	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,281,034	2.30%	-95,498	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,271,276	2.30%	+3,121,338	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,511,560	0.81%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
13.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	978,530	0.53%	+269,813	Jul 31, 2026	TIAA-CREF Funds, not summed
13.3	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	675,800	0.36%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
13.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	242,075	0.13%	+19,354	Jul 31, 2026	TIAA-CREF Funds, not summed
13.5	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	173,745	0.09%	-13,544	Jul 31, 2026	NuShares ETF Trust, not summed
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,214,590	2.27%	-64,054	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,467,066	0.79%	+124,588	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	886,945	0.48%	-29,866	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	782,131	0.42%	-33,008	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.4	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	443,633	0.24%	+43,805	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
14.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	204,056	0.11%	-12,811	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,122,371	2.22%	+1,659,824	Jun 30, 2026	carried, not yet filed for the newest quarter
16	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,797,012	2.04%	+208,909	Jun 30, 2026	carried, not yet filed for the newest quarter
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,729,729	2.01%	+2,562,023	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	395,303	0.21%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
17.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	213,384	0.11%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
17.3	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	209,251	0.11%	-41,185	Jul 31, 2026	Goldman Sachs Trust II, not summed
17.4	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	200,746	0.11%	—	Jun 30, 2026	Goldman Sachs Trust, not summed
17.5	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	70,938	0.04%	+3,901	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
18	H/2 CREDIT MANAGER LP 13F CIK 1813784 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,386,394	1.82%	+598,184	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,115,099	1.68%	+3,046,960	Jun 30, 2026	carried, not yet filed for the newest quarter
20	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,100,000	1.67%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,891,965	1.56%	+13,565	Jun 30, 2026	carried, not yet filed for the newest quarter
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,776,507	1.49%	+137,638	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	260,061	0.14%	0	Jun 30, 2026	Northern Funds, not summed
22.2	FlexShares Global Quality Real Estate Index Fund Fund S000043008 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	108,940	0.06%	-1,091	Jul 31, 2026	FlexShares Trust, not summed
22.3	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	92,535	0.05%	+9,516	Jun 30, 2026	Northern Funds, not summed
22.4	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	67,607	0.04%	+8,653	Jun 30, 2026	Northern Funds, not summed
22.5	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	26,363	0.01%	-752	Jun 30, 2026	Northern Funds, not summed
23	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,706,388	1.46%	-81,545	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,654,502	1.43%	+1,895,517	Jun 30, 2026	carried, not yet filed for the newest quarter
25	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 13F CIK 1033984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,648,664	1.42%	-1,313,040	Jun 30, 2026	carried, not yet filed for the newest quarter
26	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	2,603,051	1.40%	+41,385	Sep 30, 2026
26.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	918,344	0.49%	+55,797	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
26.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	666,127	0.36%	-27,690	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
26.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	346,852	0.19%	+19,890	Jul 31, 2026	Dimensional ETF Trust, not summed
26.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	235,730	0.13%	+10,083	Jul 31, 2026	Dimensional ETF Trust, not summed
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,386,927	1.28%	+985,288	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	289	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,138,830	1.15%	+21,291	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	Tributary Capital Management, LLC 13F CIK 1441888 · Registered investment adviser · Sep 30, 2026	1,647,414	0.89%	-70,905	Sep 30, 2026
29.1	TRIBUTARY SMALL COMPANY FUND Fund S000022139 · Registered fund · Jun 30, 2026 TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed	1,016,118	0.55%	-39,526	Jun 30, 2026	TRIBUTARY CAPITAL MANAGEMENT, LLC, not summed
30	Tarsadia Capital, LLC 13G CIK 1777371 · Unknown · Sep 30, 2024 Rule 13d-1(c), passive investor, unconfirmed, last confirmed Sep 30, 2024	1,494,905	0.80%	-3,113,770	Sep 30, 2024	Rule 13d-1(c), passive investor, unconfirmed, last confirmed Sep 30, 2024
31	SG Americas Securities, LLC 13F CIK 1313360 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,485,674	0.80%	-758,753	Jun 30, 2026	carried, not yet filed for the newest quarter
32	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,464,572	0.79%	-391,137	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	685,159	0.37%	-11,016	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	1,397,831	0.75%	-24,710	Sep 30, 2026
34	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,373,262	0.74%	+176,191	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	1,307,201	0.70%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,294,999	0.70%	+62,639	Jun 30, 2026	carried, not yet filed for the newest quarter
37	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,263,846	0.68%	+782,129	Jun 30, 2026	carried, not yet filed for the newest quarter
38	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,254,277	0.67%	-1,130,788	Jun 30, 2026	carried, not yet filed for the newest quarter
39	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	1,231,376	0.66%	+18,114	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	1,198,810	0.64%	+9,531	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
41	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,182,038	0.64%	-1,873,428	Jun 30, 2026	carried, not yet filed for the newest quarter
42	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,091,597	0.59%	+318,051	Jun 30, 2026	carried, not yet filed for the newest quarter
43	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,059,040	0.57%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	1,047,124	0.56%	+111,997	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
45	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,022,934	0.55%	+95,995	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	253,407	0.14%	-75,123	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
45.2	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	195,125	0.10%	+19,243	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
45.3	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	176,393	0.09%	+49,447	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
45.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	111,889	0.06%	-3,491	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
45.5	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	28,695	0.02%	-545	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
46	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	950,617	0.51%	-21,485	Jun 30, 2026	carried, not yet filed for the newest quarter
47	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	910,545	0.49%	+910,545	Jun 30, 2026	carried, not yet filed for the newest quarter
48	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	895,729	0.48%	-10,862	Sep 30, 2026
48.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	137,255	0.07%	-12,015	Jul 31, 2026	Principal Funds, Inc, not summed
48.2	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	9,898	0.01%	+8,921	Jul 31, 2026	Principal Funds, Inc, not summed
48.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	4,545	0.00%	-1,004	Jul 31, 2026	Principal Funds, Inc, not summed
49	Davis Selected Advisers 13F CIK 1036325 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	870,120	0.47%	-19,600	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Davis Real Estate Fund Fund S000003447 · Registered fund · Jun 30, 2026 DAVIS SERIES INC, not summed	228,900	0.12%	-6,110	Jun 30, 2026	DAVIS SERIES INC, not summed
49.2	Davis Real Estate Portfolio Fund S000003453 · Registered fund · Jun 30, 2026 DAVIS VARIABLE ACCOUNT FUND INC, not summed	13,040	0.01%	0	Jun 30, 2026	DAVIS VARIABLE ACCOUNT FUND INC, not summed
50	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	824,603	0.44%	+461,266	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	2,019,329	1.09%	+198,549	Jul 31, 2026	Fidelity Salem Street Trust, not summed
50.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	947,247	0.51%	-56,283	Aug 31, 2026	Fidelity Concord Street Trust, not summed
50.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	811,117	0.44%	+461,216	Jun 30, 2026	Fidelity Covington Trust, not summed
50.4	Fidelity Real Estate Index Fund Fund S000033639 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	405,097	0.22%	+217	Jul 31, 2026	Fidelity Salem Street Trust, not summed
50.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	360,684	0.19%	-285	Aug 31, 2026	Fidelity Concord Street Trust, not summed

58 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 1295810 CUSIP 867892101 13F (30d) 117 filings 105 filers Visit website Investor relations