UMH · Umh Properties, Inc. · Shareholders & Ownership

$15.38 +0.28 (+1.85%) At close · Oct 20

Russell 2000 member Rebalance outlook locked

Market Cap

$1.31B

85.39M

Volume · Oct 20 402.36K Avg daily vol (3M) 648.57K

Every disclosed holder of UMH 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 UMH

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)	264	64,710,233	75.79%	Yes
Insiders (Forms 3, 4, 5)	17	4,877,943	5.71%	Yes
13D/G-only blocks	1	3,451,421	4.04%	Yes
Remaining	—	12,346,003	14.46%	Rest
Registered funds (N-PORT, not summed)	202	27,328,455	32.01%	No

Shares outstanding: 85,385,600, 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 UMH

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,397,572	9.83%	+479,488	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,237,593	9.65%	+1,572,837	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,146,741	2.51%	+177,922	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	729,259	0.85%	—	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	301,625	0.35%	+42,378	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Global REIT ETF Fund S000045649 · Registered fund · Jul 31, 2026 iShares Trust, not summed	219,006	0.26%	+5,700	Jul 31, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,225,497	4.95%	+144,092	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,263,389	4.99%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,679,545	4.31%	+171,127	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	140,180	0.16%	-6,090	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	64,857	0.08%	+7,752	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
3.3	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	60,898	0.07%	+847	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
3.4	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	45,154	0.05%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	29,000	0.03%	+1,100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,645,734	4.27%	-83,146	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Fidelity Real Estate Income Fund Fund S000007192 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,016,249	1.19%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
4.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	923,283	1.08%	+113,773	Jul 31, 2026	Fidelity Salem Street Trust, not summed
4.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	430,366	0.50%	+2,481	May 31, 2026	Fidelity Concord Street Trust, not summed
4.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	158,463	0.19%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
4.5	Fidelity Real Estate Index Fund Fund S000033639 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	153,071	0.18%	+3,048	Jul 31, 2026	Fidelity Salem Street Trust, not summed
5	Erez REIT Opportunities LP 13D CIK 2014584 · Unknown · Sep 28, 2026	3,451,421	4.04%	0	Sep 28, 2026
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,448,062	4.04%	+64,915	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	3,073,376	3.60%	+66,967	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
8	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,034,683	3.55%	+427,196	Jun 30, 2026	carried, not yet filed for the newest quarter
9	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	2,955,941	3.46%	+348,454	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,437,382	2.85%	+37,600	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	2,323,227	2.72%	+192,029	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,092,331	2.45%	-213,461	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	177,100	0.21%	-62,984	Jul 31, 2026	Goldman Sachs Trust, not summed
12.2	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	131,919	0.15%	-35,025	May 31, 2026	Goldman Sachs Trust, not summed
12.3	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	75,517	0.09%	+6,825	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
12.4	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	50,156	0.06%	-75,327	Jun 30, 2026	Goldman Sachs Trust, not summed
12.5	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	48,779	0.06%	-10,614	Jul 31, 2026	Goldman Sachs Trust, not summed
13	PRIVATE MANAGEMENT GROUP INC 13F CIK 1142031 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,970,696	2.31%	+33,589	Jun 30, 2026	carried, not yet filed for the newest quarter
14	D.A. DAVIDSON & CO. 13F CIK 1080107 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,943,138	2.28%	+171,827	Jun 30, 2026	carried, not yet filed for the newest quarter
15	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,476,121	1.73%	+274,755	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	AB All Market Real Return Portfolio Fund S000028085 · Registered fund · Jul 31, 2026 AB BOND FUND, INC., not summed	293,153	0.34%	-19,790	Jul 31, 2026	AB BOND FUND, INC., not summed
15.2	AB Global Real Estate Investment Fund II Fund S000010313 · Registered fund · Jul 31, 2026 AB INSTITUTIONAL FUNDS INC, not summed	166,049	0.19%	-12,880	Jul 31, 2026	AB INSTITUTIONAL FUNDS INC, not summed
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,312,010	1.54%	+69,363	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	572,236	0.67%	+13,368	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	386,569	0.45%	-6,104	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	198,675	0.23%	+22,629	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	55,778	0.07%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
16.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	46,174	0.05%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17	LANDY EUGENE W Insider CIK 905016 · Aug 5, 2026 Director, Chairman, issuer-wide	1,300,599	1.52%	0	Aug 5, 2026	Director, Chairman, issuer-wide
17.1	of Reporting Person: Eugene W. Landy S.S. # On File 13D CIK 905016 · Unknown · Jan 30, 2024 not summed	1,296,321	1.52%	—	Jan 30, 2024	not summed
18	LANDY SAMUEL A Insider CIK 1232891 · Oct 6, 2026 Director, President and CEO, issuer-wide	1,229,675	1.44%	+71,463	Oct 6, 2026	Director, President and CEO, issuer-wide
19	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,160,736	1.36%	-15,033	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	412,639	0.48%	+17,442	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	302,589	0.35%	-4,862	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
19.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	153,771	0.18%	+1,168	Jul 31, 2026	Dimensional ETF Trust, not summed
19.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	104,760	0.12%	-890	Jul 31, 2026	Dimensional ETF Trust, not summed
20	CHEW ANNA T Insider CIK 1232929 · Sep 16, 2026 Director, EVP and CFO, issuer-wide	1,065,222	1.25%	-1,567	Sep 16, 2026	Director, EVP and CFO, issuer-wide
21	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,033,986	1.21%	+7,562	Jun 30, 2026	carried, not yet filed for the newest quarter
22	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,010,182	1.18%	+196,966	Jun 30, 2026	carried, not yet filed for the newest quarter
23	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	969,903	1.14%	-1,530	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	932,093	1.09%	+31,104	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	883,272	1.03%	-56,820	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	41,688	0.05%	+5,286	Jun 30, 2026	Northern Funds, not summed
25.2	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	30,759	0.04%	+2,268	Jun 30, 2026	Northern Funds, not summed
25.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,012	0.01%	-241	Jun 30, 2026	Northern Funds, not summed
25.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	162	0.00%	+8	Jul 31, 2026	FlexShares Trust, not summed
26	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	858,167	1.01%	-2,815,126	Jun 30, 2026	carried, not yet filed for the newest quarter
27	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	833,219	0.98%	+68,300	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	773,544	0.91%	+103,145	Jul 31, 2026	First Eagle Funds, not summed
27.2	First Eagle US Smid Cap Opportunity Fund Fund S000077255 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	30,000	0.04%	—	Jul 31, 2026	First Eagle Funds, not summed
28	BOOTHBAY FUND MANAGEMENT, LLC 13F CIK 1549230 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	795,640	0.93%	+742,318	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	788,834	0.92%	+109,726	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Invesco KBW Premium Yield Equity REIT ETF Fund S000030362 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	469,834	0.55%	+60,921	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
29.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	76,107	0.09%	+1,780	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
29.3	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	10,764	0.01%	+3,698	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
30	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	731,295	0.86%	+441,592	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	6,498	0.01%	—	Jun 30, 2026	AQR Funds, not summed
31	Pacific Heights Asset Management LLC 13F CIK 1323414 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	700,000	0.82%	+50,000	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Permanent Portfolio Fund S000006016 · Registered fund · Jul 31, 2026 PERMANENT PORTFOLIO FAMILY OF FUNDS, not summed	700,000	0.82%	0	Jul 31, 2026	PERMANENT PORTFOLIO FAMILY OF FUNDS, not summed
33	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	694,910	0.81%	+391,110	Jun 30, 2026	carried, not yet filed for the newest quarter
34	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	672,085	0.79%	-497,897	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	William Blair Small Cap Value Fund Fund S000008597 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	314,782	0.37%	-124,247	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
35	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	670,317	0.79%	-68,531	Jun 30, 2026	carried, not yet filed for the newest quarter
36	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	580,640	0.68%	-14,836	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Kennedy Capital Small Cap Value Fund Fund S000076118 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	18,522	0.02%	+574	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
37	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	538,832	0.63%	+7,241	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
38	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	536,737	0.63%	-31,770	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Fidelity SAI Real Estate Income Fund Fund S000102364 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	522,334	0.61%	+38,200	Jul 31, 2026	Fidelity Securities Fund, not summed
40	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	497,070	0.58%	+15,516	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	464	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
41	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	476,378	0.56%	+54,454	Jun 30, 2026	carried, not yet filed for the newest quarter
42	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	447,176	0.52%	+11,410	Jun 30, 2026	carried, not yet filed for the newest quarter
43	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	445,154	0.52%	+24,448	Jun 30, 2026	carried, not yet filed for the newest quarter
44	LANDY MICHAEL P Insider CIK 1232931 · Sep 16, 2026 Director, issuer-wide	433,510	0.51%	+1,264	Sep 16, 2026	Director, issuer-wide
45	State of New Jersey Common Pension Fund D 13F CIK 1483066 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	429,904	0.50%	-28,866	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Cherokee Insurance Co 13F CIK 2077903 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	415,162	0.49%	+6,158	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	412,507	0.48%	+14,528	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
48	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	387,843	0.45%	+44,519	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	363,716	0.43%	-25,116	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	125,877	0.15%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
49.2	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	30,035	0.04%	0	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
49.3	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	8,740	0.01%	+1,690	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
50	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	335,512	0.39%	-11,280	Jun 30, 2026	carried, not yet filed for the newest quarter

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

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 752642 CUSIP 903002103 13F (30d) 37 filings 37 filers Visit website Investor relations