STAG · STAG Industrial, Inc. · Shareholders & Ownership

$36.61 +0.78 (+2.16%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$6.85B

191.21M

Volume · Oct 20 876.12K Avg daily vol (3M) 1.6M

Every disclosed holder of STAG 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 STAG

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)	552	180,964,380	94.64%	Yes
Insiders (Forms 3, 4, 5)	12	265,275	0.14%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	9,975,400	5.22%	Rest
Registered funds (N-PORT, not summed)	446	82,724,569	43.26%	No

Shares outstanding: 191,205,055, 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 STAG

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	28,826,227	15.08%	+183,438	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	6,537,218	3.42%	+212,279	Jun 30, 2026	iShares Trust, not summed
1.2	BlackRock Equity Dividend Fund Fund S000002243 · Registered fund · Jul 31, 2026 BlackRock Equity Dividend Fund, not summed	2,034,799	1.06%	-97,296	Jul 31, 2026	BlackRock Equity Dividend Fund, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	799,831	0.42%	+81,422	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	717,389	0.38%	+110,379	Jul 31, 2026	iShares Trust, not summed
1.5	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	696,376	0.36%	-11,363	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	17,183,678	8.99%	+345,977	Jun 30, 2026	carried, not yet filed for the newest quarter
3	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	12,657,464	6.62%	-1,587,645	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Fidelity Real Estate Investment Portfolio Fund S000039313 · Registered fund · Jul 31, 2026 Fidelity Select Portfolios, not summed	2,219,745	1.16%	-440,900	Jul 31, 2026	Fidelity Select Portfolios, not summed
3.2	Fidelity SAI Real Estate Fund Fund S000085735 · Registered fund · Jul 31, 2026 Fidelity Summer Street Trust, not summed	2,076,894	1.09%	-113,900	Jul 31, 2026	Fidelity Summer Street Trust, not summed
3.3	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	1,147,633	0.60%	-1,541	Jul 31, 2026	Fidelity Puritan Trust, not summed
3.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	984,561	0.51%	+11,389	May 31, 2026	Fidelity Concord Street Trust, not summed
3.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	724,974	0.38%	+33,549	Jul 31, 2026	Fidelity Salem Street Trust, not summed
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,180,417	4.80%	+11,915	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	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	967,842	0.51%	+34,792	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	331,371	0.17%	-13,666	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	180,353	0.09%	+2,949	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	140,305	0.07%	+2,367	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
4.5	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	114,605	0.06%	-402	Jun 30, 2026	SPDR SERIES 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	8,653,439	4.53%	+80,229	Jun 30, 2026	carried, not yet filed for the newest quarter
6	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	8,006,493	4.19%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	7,272,247	3.80%	+338,902	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,074,826	3.18%	+25,568	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,437,132	2.32%	+389,258	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,118,042	0.58%	+44,049	Jun 30, 2026	College Retirement Equities Fund, not summed
9.2	Nuveen Real Estate Securities Select Fund Fund S000005369 · Registered fund · Jun 30, 2026 TIAA-CREF Funds, not summed	871,280	0.46%	+33,639	Jun 30, 2026	TIAA-CREF Funds, not summed
9.3	Nuveen Mid Cap Value Fund Fund S000005385 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	647,318	0.34%	-3,597	Jul 31, 2026	TIAA-CREF Funds, not summed
9.4	Nuveen Multi Cap Value Fund Fund S000000605 · Registered fund · Jun 30, 2026 Nuveen Investment Trust, not summed	266,430	0.14%	+4,177	Jun 30, 2026	Nuveen Investment Trust, not summed
9.5	Nuveen Real Estate Securities Fund Fund S000005563 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	236,037	0.12%	+113,598	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,386,598	2.29%	-18,307	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	4,082,274	2.14%	+80,878	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	3,746,095	1.96%	+126,995	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	1,351,550	0.71%	+59,642	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	918,351	0.48%	+11,968	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
12.3	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	516,038	0.27%	+10,682	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
12.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	318,131	0.17%	-19,460	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	118,269	0.06%	+5,819	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
13	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,680,503	1.92%	+82,814	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	544,936	0.29%	-9,790	Jun 30, 2026	AB TRUST, not summed
13.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	165,076	0.09%	-6,644	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
13.3	AB All Market Real Return Portfolio Fund S000028085 · Registered fund · Jul 31, 2026 AB BOND FUND, INC., not summed	90,809	0.05%	0	Jul 31, 2026	AB BOND FUND, INC., not summed
13.4	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	81,409	0.04%	-8,110	Jun 30, 2026	AB CAP FUND, INC., not summed
13.5	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	72,424	0.04%	0	Jun 30, 2026	Bernstein Fund Inc, not summed
14	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,561,060	1.86%	+779,969	Jun 30, 2026	carried, not yet filed for the newest quarter
15	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,309,674	1.73%	-98,999	Jun 30, 2026	carried, not yet filed for the newest quarter
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,979,868	1.56%	-3,363	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	993,049	0.52%	-44,038	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	720,908	0.38%	+3,798	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	357,283	0.19%	+23,768	Jul 31, 2026	Dimensional ETF Trust, not summed
16.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	254,294	0.13%	+7,897	Jul 31, 2026	Dimensional ETF Trust, not summed
17	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,777,780	1.45%	-27,239	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,689,981	1.41%	+786,869	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	124,249	0.07%	+4,022	Jun 30, 2026	Northern Funds, not summed
18.2	FlexShares Global Quality Real Estate Index Fund Fund S000043008 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	96,980	0.05%	+9,277	Jul 31, 2026	FlexShares Trust, not summed
18.3	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	73,497	0.04%	+11,055	Jun 30, 2026	Northern Funds, not summed
18.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	10,454	0.01%	+508	Jul 31, 2026	FlexShares Trust, not summed
19	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 13F CIK 1033984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,640,424	1.38%	-530,195	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Boston Trust Walden Corp 13F CIK 1534866 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,440,479	1.28%	-109,508	Jun 30, 2026	carried, not yet filed for the newest quarter
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,335,358	1.22%	+1,811,916	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	114,095	0.06%	—	Jun 30, 2026	Goldman Sachs Trust, not summed
21.2	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	28,261	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
21.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	26,783	0.01%	+1,802	Jul 31, 2026	Goldman Sachs Trust II, not summed
21.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	6,381	0.00%	+30	May 31, 2026	Goldman Sachs ETF Trust II, not summed
21.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	6,323	0.00%	-470	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,192,762	1.15%	+60,883	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	Channing Capital Management, LLC 13F CIK 1302404 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,188,052	1.14%	-62,800	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	CHANNING INTRINSIC VALUE SMALL-CAP FUND Fund S000071821 · Registered fund · Jul 31, 2026 Valued Advisers Trust, not summed	6,358	0.00%	-652	Jul 31, 2026	Valued Advisers Trust, not summed
24	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,982,841	1.04%	+290,532	Jun 30, 2026	carried, not yet filed for the newest quarter
25	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,980,582	1.04%	+17,652	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Carillon Scout Mid Cap Fund Fund S000058963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	1,416,781	0.74%	+16,849	Jun 30, 2026	Carillon Series Trust, not summed
25.2	Carillon Chartwell Small Cap Value Fund Fund S000075964 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	12,440	0.01%	-464	Jun 30, 2026	Carillon Series Trust, not summed
26	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,545,049	0.81%	-47,879	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	33,062	0.02%	+3,834	Jul 31, 2026	BNY Mellon ETF Trust, not summed
27	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,505,847	0.79%	+258,632	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	SBH SMALL CAP VALUE FUND Fund S000065432 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	166,700	0.09%	+44,947	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
27.2	SBH SMALL CAP CORE FUND Fund S000067438 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	28,800	0.02%	-200	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
28	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	1,471,160	0.77%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
28.1	CBRE Global Real Estate Income Fund Fund · Registered fund · Jun 30, 2026 CBRE Global Real Estate Income Fund, not summed	273,255	0.14%	—	Jun 30, 2026	CBRE Global Real Estate Income Fund, not summed
28.2	BlackRock Enhanced Equity Dividend Trust Fund · Registered fund · Jun 30, 2026 BlackRock Enhanced Equity Dividend Trust, not summed	200,763	0.11%	—	Jun 30, 2026	BlackRock Enhanced Equity Dividend Trust, not summed
28.3	Nuveen Real Asset Income and Growth Fund Fund · Registered fund · Jun 30, 2026 Nuveen Real Asset Income and Growth Fund, not summed	36,822	0.02%	—	Jun 30, 2026	Nuveen Real Asset Income and Growth Fund, not summed
28.4	Guggenheim Active Allocation Fund Fund · Registered fund · May 29, 2026 Guggenheim Active Allocation Fund, not summed	2,043	0.00%	—	May 29, 2026	Guggenheim Active Allocation Fund, not summed
29	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,449,914	0.76%	-50,622	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,445,532	0.76%	+258,632	Jun 30, 2026	carried, not yet filed for the newest quarter
31	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,369,564	0.72%	+269,109	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	229	0.00%	+144	Jul 31, 2026	E Trade Trust, not summed
32	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,331,842	0.70%	-169,725	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	1,276,274	0.67%	+47,067	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
34	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,255,181	0.66%	-74,950	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,210,302	0.63%	+22,964	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,141,838	0.60%	-795	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Janus Henderson Mid Cap Value Fund Fund S000010471 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	524,639	0.27%	0	Jun 30, 2026	Janus Investment Fund, not summed
36.2	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	476,953	0.25%	0	Jun 30, 2026	Janus Investment Fund, not summed
36.3	Janus Henderson VIT Mid Cap Value Portfolio Fund S000010397 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	31,045	0.02%	0	Jun 30, 2026	Janus Aspen Series, not summed
37	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,130,396	0.59%	-5,000	Jun 30, 2026	carried, not yet filed for the newest quarter
38	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	1,110,853	0.58%	+19,417	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	1,088,152	0.57%	-39,506	Jun 30, 2026	carried, not yet filed for the newest quarter
40	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,027,942	0.54%	+25,391	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	453,732	0.24%	-157,910	Jul 31, 2026	Franklin Value Investors Trust, not summed
40.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	139,805	0.07%	+29,157	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
40.3	Franklin U.S. Mid Cap Multifactor Index ETF Fund S000057201 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	101,230	0.05%	-16,114	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
40.4	Franklin Real Estate Securities Fund Fund S000006874 · Registered fund · Jul 31, 2026 Franklin Real Estate Securities Trust, not summed	74,701	0.04%	-17,466	Jul 31, 2026	Franklin Real Estate Securities Trust, not summed
40.5	Franklin Global Real Estate VIP Fund Fund S000007333 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	17,483	0.01%	-346	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
41	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	956,181	0.50%	-83,808	Jun 30, 2026	carried, not yet filed for the newest quarter
42	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13F CIK 1009016 · Unknown · Sep 30, 2026	892,103	0.47%	+13,037	Sep 30, 2026
43	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	845,179	0.44%	+60,452	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Harbor Small Cap Value Fund Fund S000000689 · Registered fund · Jul 31, 2026 HARBOR FUNDS, not summed	822,380	0.43%	-29,367	Jul 31, 2026	HARBOR FUNDS, not summed
45	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 13F CIK 1367401 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	762,938	0.40%	-159,368	Jun 30, 2026	carried, not yet filed for the newest quarter
46	CENTERSQUARE INVESTMENT MANAGEMENT LLC 13F CIK 1725296 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	761,520	0.40%	+613,720	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	722,029	0.38%	+722,029	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	721,846	0.38%	-449,777	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	246,772	0.13%	+5,465	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
48.2	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	34,996	0.02%	+1,101	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
48.3	Invesco S&P Ultra Dividend Revenue ETF Fund S000064597 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	30,710	0.02%	-2,141	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
48.4	Invesco Russell 1000 Equal Weight ETF Fund S000047524 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	28,685	0.02%	+749	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
48.5	Invesco S&P Midcap 400 QVM Multi-Factor ETF Fund S000072319 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	23,842	0.01%	-1,087	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
49	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	699,991	0.37%	+321,804	Jun 30, 2026	carried, not yet filed for the newest quarter
50	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	676,063	0.35%	-16,453	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	ProShares S&P MidCap 400 Dividend Aristocrats ETF Fund S000047884 · Registered fund · May 31, 2026 ProShares Trust, not summed	670,951	0.35%	-17,523	May 31, 2026	ProShares Trust, not summed
50.2	ProShares Ultra MidCap400 Fund S000006825 · Registered fund · May 31, 2026 ProShares Trust, not summed	6,599	0.00%	+372	May 31, 2026	ProShares Trust, not summed
50.3	ProShares UltraPro MidCap400 Fund S000024920 · Registered fund · May 31, 2026 ProShares Trust, not summed	922	0.00%	-196	May 31, 2026	ProShares Trust, not summed

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

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Key facts CIK 1479094 CUSIP 85254J102 13F (30d) 65 filings 62 filers Visit website Investor relations