UDR · UDR, Inc. · Shareholders & Ownership

$34.41 +0.57 (+1.68%) At close · Oct 20

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$11.12B

324.92M

Volume · Oct 20 3.75M Avg daily vol (3M) 3.61M

Every disclosed holder of UDR 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 UDR

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)	533	337,948,031	104.01%	Yes
Insiders (Forms 3, 4, 5)	9	1,338,487	0.41%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	14,370,865	-4.42%	Negative
Registered funds (N-PORT, not summed)	522	158,515,796	48.79%	No

Shares outstanding: 324,915,653, 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 UDR

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	31,250,868	9.62%	-4,928,271	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	30,772,149	9.47%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,067,267	1.25%	+200,525	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,337,983	0.41%	+74,554	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Core U.S. REIT ETF Fund S000015627 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,215,890	0.37%	+141,599	Jul 31, 2026	iShares Trust, not summed
1.5	iShares U.S. Real Estate ETF Fund S000004328 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,020,946	0.31%	+70,602	Jun 30, 2026	iShares Trust, not summed
2	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	29,452,071	9.06%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,567,641	7.87%	-59,068	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,516,492	7.85%	-746,204	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	20,291,857	6.25%	-178,739	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	19,385,427	5.97%	-2,170,438	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) Real Estate Select Sector SPDR(R) ETF Fund S000051152 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,477,589	0.76%	-8,989	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
6.2	State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF Fund S000050968 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,337,854	0.72%	+40,737	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	705,304	0.22%	+68,518	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.4	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	512,458	0.16%	-30,760	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	359,693	0.11%	+7,507	Jun 30, 2026	SPDR SERIES TRUST, not summed
7	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,418,373	4.75%	-5,346,925	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	COHEN & STEERS, INC. 13G CIK 1284812 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	15,484,627	4.77%	-10,769,719	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7.2	Cohen & Steers Real Estate Securities Fund Fund S000001225 · Registered fund · Jun 30, 2026 COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed	2,226,764	0.69%	-1,282,195	Jun 30, 2026	COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed
7.3	Cohen & Steers Institutional Realty Shares Fund S000011976 · Registered fund · Jun 30, 2026 COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed	1,440,166	0.44%	-1,515,197	Jun 30, 2026	COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed
7.4	Cohen & Steers Realty Shares Fund S000011975 · Registered fund · Jun 30, 2026 COHEN & STEERS REALTY SHARES INC, not summed	1,288,829	0.40%	-1,358,663	Jun 30, 2026	COHEN & STEERS REALTY SHARES INC, not summed
7.5	Cohen & Steers Global Realty Shares, Inc. Fund S000001226 · Registered fund · Jun 30, 2026 COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed	729,286	0.22%	-28,197	Jun 30, 2026	COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed
8	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	14,085,967	4.34%	+384,026	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,848,622	1.18%	+21,331	May 31, 2026	Fidelity Concord Street Trust, not summed
8.2	Fidelity Real Estate Investment Portfolio Fund S000039313 · Registered fund · Jul 31, 2026 Fidelity Select Portfolios, not summed	3,180,075	0.98%	+286,500	Jul 31, 2026	Fidelity Select Portfolios, not summed
8.3	Fidelity SAI Real Estate Fund Fund S000085735 · Registered fund · Jul 31, 2026 Fidelity Summer Street Trust, not summed	2,978,791	0.92%	+569,500	Jul 31, 2026	Fidelity Summer Street Trust, not summed
8.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,228,742	0.38%	+5,064	Jul 31, 2026	Fidelity Salem Street Trust, not summed
8.5	Fidelity Real Estate Income Fund Fund S000007192 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	959,679	0.30%	-96,600	Jul 31, 2026	Fidelity Securities Fund, not summed
9	American Mutual Fund Fund S000008999 · Registered fund · Jul 31, 2026 American Mutual Fund, not summed	13,935,189	4.29%	0	Jul 31, 2026	American Mutual Fund, not summed
10	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,861,075	4.27%	+160,205	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	4,739,148	1.46%	+58,421	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.2	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,770,318	0.54%	-59,515	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
10.3	Invesco S&P 500 High Dividend Low Volatility ETF Fund S000038520 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,707,114	0.53%	+9,824	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
10.4	Invesco Real Estate Fund Fund S000000255 · Registered fund · May 31, 2026 AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed	612,138	0.19%	+49,258	May 31, 2026	AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed
10.5	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	372,836	0.11%	-5,674	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
11	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	11,157,483	3.43%	-498,750	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	10,311,429	3.17%	-97,888	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	CENTERSQUARE INVESTMENT MANAGEMENT LLC 13F CIK 1725296 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,221,587	2.84%	+851,594	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,688,083	2.67%	-66,869	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,659,413	2.36%	+18,142	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,448,773	2.29%	-127,576	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,230,612	1.92%	+537,328	Jun 30, 2026	carried, not yet filed for the newest quarter
18	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	5,500,000	1.69%	+5,500,000	Jun 30, 2026	carried, not yet filed for the newest quarter
19	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,453,681	1.68%	-1,034,545	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	182,253	0.06%	-146,250	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
20	Investment Co of America Fund S000009597 · Registered fund · Jun 30, 2026 Investment Co of America, not summed	5,397,101	1.66%	0	Jun 30, 2026	Investment Co of America, not summed
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,182,649	1.60%	+172,819	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	2,127,535	0.65%	+47,043	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	814,427	0.25%	+2,384	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.3	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	662,475	0.20%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	319,706	0.10%	+8,382	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	181,434	0.06%	+5,993	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,806,606	1.48%	-43,509	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,680,040	0.52%	-16,575	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
22.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,086,929	0.33%	-77,352	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
22.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	581,501	0.18%	+27,638	Jul 31, 2026	Dimensional ETF Trust, not summed
22.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	411,078	0.13%	+4,814	Jul 31, 2026	Dimensional ETF Trust, not summed
22.5	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	66,350	0.02%	-2,552	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
23	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 13F CIK 1033984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,581,042	1.41%	+2,045,036	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,299,517	1.32%	+60,279	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,005,381	1.23%	-563,117	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	114,460	0.04%	+9,849	Jun 30, 2026	Northern Funds, not summed
25.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	100,844	0.03%	+3,425	Jun 30, 2026	Northern Funds, not summed
25.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	10,528	0.00%	+518	Jul 31, 2026	FlexShares Trust, not summed
25.4	Multi-Manager Global Real Estate Fund Fund S000024145 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,796	0.00%	-5,835	Jun 30, 2026	Northern Funds, not summed
26	Daiwa Securities Group Inc. 13F CIK 1481045 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,651,175	1.12%	-801,995	Jun 30, 2026	carried, not yet filed for the newest quarter
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,311,671	1.02%	-230,332	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,022	0.00%	-8	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
27.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	556	0.00%	+188	Jul 31, 2026	E Trade Trust, not summed
27.3	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	135	0.00%	-4	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
28	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	2,861,399	0.88%	-912,304	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
29	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,837,993	0.87%	+164,198	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	325,521	0.10%	+101,162	May 31, 2026	Goldman Sachs ETF Trust, not summed
29.2	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	171,289	0.05%	-74,458	Jul 31, 2026	Goldman Sachs Trust II, not summed
29.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	92,752	0.03%	+8,057	May 31, 2026	Goldman Sachs ETF Trust, not summed
29.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	56,269	0.02%	-1,592	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
29.5	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	10,480	0.00%	+54	May 31, 2026	Goldman Sachs ETF Trust II, not summed
30	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,665,782	0.82%	+2,665,782	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Capital World Growth & Income Fund Fund S000009001 · Registered fund · May 31, 2026 Capital World Growth & Income Fund, not summed	2,546,876	0.78%	0	May 31, 2026	Capital World Growth & Income Fund, not summed
32	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,493,207	0.77%	+461,403	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,361,535	0.73%	+1,630,384	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Nuveen Real Estate Securities Select Fund Fund S000005369 · Registered fund · Jun 30, 2026 TIAA-CREF Funds, not summed	614,452	0.19%	—	Jun 30, 2026	TIAA-CREF Funds, not summed
33.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	290,471	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
33.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	243,084	0.07%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
33.4	Nuveen Real Estate Securities Fund Fund S000005563 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	212,657	0.07%	—	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
33.5	Nuveen Real Asset Income Fund Fund S000033768 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	139,909	0.04%	+47,258	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
34	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,246,003	0.69%	+26,059	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	47,764	0.01%	-3,894	Jul 31, 2026	BNY Mellon ETF Trust, not summed
35	Capital Income Builder Fund S000009000 · Registered fund · Jul 31, 2026 Capital Income Builder, not summed	2,221,845	0.68%	-264,678	Jul 31, 2026	Capital Income Builder, not summed
36	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	2,186,027	0.67%	-741,739	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	PACE Global Real Estate Securities Investments Fund S000006034 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	19,484	0.01%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
37	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,971,134	0.61%	-673,202	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	1,958,228	0.60%	-108,399	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
39	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,934,040	0.60%	-832,256	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,686,287	0.52%	-34,959	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	1,607,399	0.49%	-89,806	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
42	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,426,925	0.44%	-729,944	Jun 30, 2026	carried, not yet filed for the newest quarter
43	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,412,176	0.43%	+234,588	Jun 30, 2026	carried, not yet filed for the newest quarter
44	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,360,499	0.42%	+1,297,836	Jun 30, 2026	carried, not yet filed for the newest quarter
45	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,334,910	0.41%	-2,146,195	Jun 30, 2026	carried, not yet filed for the newest quarter
46	TEACHER RETIREMENT SYSTEM OF TEXAS 13F CIK 796848 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	1,215,206	0.37%	+19,829	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,201,802	0.37%	-639,718	Jun 30, 2026	carried, not yet filed for the newest quarter
48	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,198,929	0.37%	-1,310,584	Jun 30, 2026	carried, not yet filed for the newest quarter
49	State of Tennessee, Department of Treasury 13F CIK 1587973 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,184,294	0.36%	-1,707	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Hudson Bay Capital Management LP 13F CIK 1393825 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,180,557	0.36%	+391,376	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 74208 CUSIP 902653104 13F (30d) 74 filings 69 filers Visit website Investor relations