WPC · W. P. Carey Inc. · Shareholders & Ownership

$64.19 +0.42 (+0.66%) At close · Oct 20

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$14.64B

227.82M

Volume · Oct 20 1.7M Avg daily vol (3M) 1.42M

Every disclosed holder of WPC 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 WPC

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)	899	179,089,983	78.61%	Yes
Insiders (Forms 3, 4, 5)	15	2,439,397	1.07%	Yes
13D/G-only blocks	1	11,398,208	5.00%	Yes
Remaining	—	34,889,291	15.31%	Rest
Registered funds (N-PORT, not summed)	431	75,163,666	32.99%	No

Shares outstanding: 227,816,879, 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 WPC

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	33,172,035	14.56%	+3,062,946	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	7,622,678	3.35%	+367,006	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	907,610	0.40%	+78,738	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Core U.S. REIT ETF Fund S000015627 · Registered fund · Jul 31, 2026 iShares Trust, not summed	828,663	0.36%	+123,823	Jul 31, 2026	iShares Trust, not summed
1.4	iShares U.S. Real Estate ETF Fund S000004328 · Registered fund · Jun 30, 2026 iShares Trust, not summed	769,109	0.34%	+76,609	Jun 30, 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	706,426	0.31%	+1,058	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	19,241,915	8.45%	+90,739	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	12,356,050	5.42%	+17,455	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	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	1,127,446	0.49%	+56,848	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	386,039	0.17%	-9,763	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	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	183,065	0.08%	+6,726	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	163,817	0.07%	+3,776	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
3.5	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	160,761	0.07%	+2,455	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	COHEN & STEERS, INC. 13G CIK 1284812 · Investment adviser · Dec 31, 2023 Rule 13d-1(b), qualified institution	11,398,208	5.00%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,026,079	4.40%	+32,889	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	8,341,971	3.66%	+205,943	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,065,707	3.10%	-66,940	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,107,534	2.24%	-84,752	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	5,029,277	2.21%	+115,366	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,535,606	1.99%	+43,785	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Invesco S&P MidCap Momentum ETF Fund S000003056 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,702,456	0.75%	+210,076	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
10.2	Invesco Real Estate Fund Fund S000000255 · Registered fund · May 31, 2026 AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed	336,499	0.15%	+11,403	May 31, 2026	AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed
10.3	Invesco S&P MidCap Low Volatility ETF Fund S000030966 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	154,867	0.07%	-2,916	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
10.4	Invesco Global Real Estate Income Fund Fund S000014560 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	89,614	0.04%	+20,416	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
10.5	Invesco Global Real Estate Fund Fund S000010736 · Registered fund · May 31, 2026 AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed	44,279	0.02%	+4,913	May 31, 2026	AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed
11	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,467,099	1.96%	+276,166	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	1,882,018	0.83%	-22,540	Jun 30, 2026	MFS SERIES TRUST XI, not summed
11.2	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	429,379	0.19%	+18,990	May 31, 2026	MFS Series Trust X, not summed
11.3	MFS Equity Income Fund Fund S000038342 · Registered fund · Jul 31, 2026 MFS SERIES TRUST VII, not summed	227,754	0.10%	+22,006	Jul 31, 2026	MFS SERIES TRUST VII, not summed
11.4	MFS Blended Research Core Equity Fund Fund S000002500 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	123,136	0.05%	-36,656	Jun 30, 2026	MFS SERIES TRUST XI, not summed
11.5	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	70,703	0.03%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
12	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,404,655	1.49%	+745,115	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	144,765	0.06%	+7,021	Jun 30, 2026	Northern Funds, not summed
12.2	FlexShares Global Quality Real Estate Index Fund Fund S000043008 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	113,230	0.05%	+10,771	Jul 31, 2026	FlexShares Trust, not summed
12.3	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	85,480	0.04%	+11,918	Jun 30, 2026	Northern Funds, not summed
12.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,994	0.00%	+296	Jul 31, 2026	FlexShares Trust, not summed
12.5	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,584	0.00%	+1,064	Jul 31, 2026	FlexShares Trust, not summed
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,346,564	1.47%	-1,568	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,200,101	0.53%	-25,778	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	838,670	0.37%	-21,692	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	419,967	0.18%	+26,509	Jul 31, 2026	Dimensional ETF Trust, not summed
13.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	292,786	0.13%	-1,610	Jul 31, 2026	Dimensional 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	3,262,016	1.43%	+215,790	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,550,311	0.68%	+34,293	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	592,583	0.26%	-122	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	230,163	0.10%	+1,031	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	132,208	0.06%	+3,689	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
14.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	129,316	0.06%	+1,916	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,235,901	1.42%	-70,311	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,847,221	1.25%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,647,763	1.16%	-95,409	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,554,442	1.12%	+110,482	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,305,639	1.01%	-48,305	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	36,579	0.02%	+2,047	Jul 31, 2026	BNY Mellon ETF Trust, not summed
20	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	2,270,499	1.00%	+65,284	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	PACE Small/Medium Co Value Equity Investments Fund S000002973 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	18,375	0.01%	-525	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
21	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,096,115	0.92%	-30,030	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Nuveen Real Estate Securities Select Fund Fund S000005369 · Registered fund · Jun 30, 2026 TIAA-CREF Funds, not summed	734,784	0.32%	-39,660	Jun 30, 2026	TIAA-CREF Funds, not summed
21.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	266,317	0.12%	+18,692	Jun 30, 2026	College Retirement Equities Fund, not summed
21.3	Nuveen Real Estate Securities Fund Fund S000005563 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	219,573	0.10%	-18,314	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
21.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	162,366	0.07%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
21.5	Nuveen Real Asset Income Fund Fund S000033768 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	127,123	0.06%	-15,091	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,047,971	0.90%	+56,614	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	704	0.00%	+9	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
22.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	296	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
22.3	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	93	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
23	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,019,951	0.89%	+354,694	Jun 30, 2026	carried, not yet filed for the newest quarter
24	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,790,679	0.79%	+424,955	Jun 30, 2026	carried, not yet filed for the newest quarter
25	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,787,749	0.78%	+1,322,414	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	DWS RREEF Real Estate Securities Fund Fund S000032045 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	247,244	0.11%	—	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
25.2	DWS RREEF Global Real Estate Securities Fund Fund S000032044 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	43,225	0.02%	—	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
25.3	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	9,902	0.00%	—	May 29, 2026	DBX ETF Trust, not summed
25.4	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	5,284	0.00%	+819	May 29, 2026	DBX ETF Trust, not summed
25.5	Xtrackers MSCI Kokusai Equity ETF Fund S000067508 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	2,156	0.00%	+64	May 29, 2026	DBX ETF Trust, not summed
26	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	1,713,766	0.75%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
26.1	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	84,393	0.04%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
26.2	Nuveen Real Asset Income and Growth Fund Fund · Registered fund · Jun 30, 2026 Nuveen Real Asset Income and Growth Fund, not summed	56,411	0.02%	—	Jun 30, 2026	Nuveen Real Asset Income and Growth Fund, not summed
26.3	John Hancock Diversified Income Fund Fund · Registered fund · Jun 30, 2026 John Hancock Diversified Income Fund, not summed	4,082	0.00%	—	Jun 30, 2026	John Hancock Diversified Income Fund, not summed
27	EQUITY INVESTMENT CORP 13F CIK 1685771 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,512,565	0.66%	-70,265	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	EIC Value Fund Fund S000031985 · Registered fund · Jul 31, 2026 FundVantage Trust, not summed	106,700	0.05%	0	Jul 31, 2026	FundVantage Trust, not summed
28	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,481,307	0.65%	-1,877,568	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	1,464,034	0.64%	+21,583	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
30	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,407,605	0.62%	+45,660	Jun 30, 2026	carried, not yet filed for the newest quarter
31	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,260,182	0.55%	-165,811	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Caisse de depot et placement du Quebec 13F CIK 898286 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,075,671	0.47%	+589,938	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Advisors Capital Management, LLC 13F CIK 1345576 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,031,277	0.45%	+14,666	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Fox Jason E. Insider CIK 1523546 · Feb 6, 2026 Director, Chief Executive Officer, issuer-wide	950,325	0.42%	+38,006	Feb 6, 2026	Director, Chief Executive Officer, issuer-wide
35	CAPTRUST FINANCIAL ADVISORS 13F CIK 1512024 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	941,268	0.41%	-153,894	Jun 30, 2026	carried, not yet filed for the newest quarter
36	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	938,424	0.41%	+9,986	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	905,905	0.40%	+5,711	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Sabatini Gino M. Insider CIK 1481913 · Feb 15, 2026 Managing Director, issuer-wide	815,178	0.36%	-1	Feb 15, 2026	Managing Director, issuer-wide
39	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	809,338	0.36%	-34,442	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	156,528	0.07%	-5,067	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
39.2	Multi-Manager Directional Alternative Strategies Fund Fund S000055250 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	4,689	0.00%	—	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
39.3	Columbia Research Enhanced Real Estate ETF Fund S000079833 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	931	0.00%	-34	Jun 30, 2026	Columbia ETF Trust I, not summed
39.4	Columbia Research Enhanced Mid Cap ETF Fund S000095312 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	170	0.00%	-8	Jun 30, 2026	Columbia ETF Trust I, not summed
40	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	793,572	0.35%	-11,462	Jun 30, 2026	carried, not yet filed for the newest quarter
41	COMMONWEALTH EQUITY SERVICES, LLC 13F CIK 312272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	775,610	0.34%	-17,337	Jun 30, 2026	carried, not yet filed for the newest quarter
42	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	771,150	0.34%	-30,554	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Sep 30, 2026	737,660	0.32%	-95,753	Sep 30, 2026
44	ZACKS INVESTMENT MANAGEMENT 13F CIK 1086483 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	685,305	0.30%	+117,286	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Zacks Small/Mid Cap ETF Fund S000081958 · Registered fund · May 31, 2026 Zacks Trust, not summed	26,308	0.01%	—	May 31, 2026	Zacks Trust, not summed
44.2	Zacks Dividend Fund Fund S000081340 · Registered fund · May 31, 2026 Zacks Trust, not summed	13,039	0.01%	0	May 31, 2026	Zacks Trust, not summed
45	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	683,922	0.30%	+115,285	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Carillon ClariVest Capital Appreciation Fund Fund S000058957 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	42,549	0.02%	—	Jun 30, 2026	Carillon Series Trust, not summed
46	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	675,909	0.30%	+52,962	Jun 30, 2026	carried, not yet filed for the newest quarter
47	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	671,883	0.29%	+21,686	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	438,789	0.19%	-62,684	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
47.2	First Trust Large Cap Value AlphaDEX Fund Fund S000017340 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	67,255	0.03%	+843	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
47.3	First Trust Large Cap Core AlphaDEX Fund Fund S000017337 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	39,415	0.02%	+3,262	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
47.4	First Trust Long/Short Equity ETF Fund S000045700 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund III, not summed	32,274	0.01%	+2,404	Jul 31, 2026	First Trust Exchange-Traded Fund III, not summed
47.5	First Trust S&P REIT Index Fund Fund S000017163 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	29,453	0.01%	+1,626	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
48	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	651,460	0.29%	+18,561	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	620,940	0.27%	-15,191	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Swiss National Bank 13F CIK 1582202 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	618,351	0.27%	-24,800	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1025378 CUSIP 92936U109 13F (30d) 167 filings 155 filers Visit website Investor relations