Arkolith/Funds/TIAA Trust, National Association

TIAA Trust, National Association

CIK 1997405
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

TIAA Trust, National Association holds a diversified book of 344 stocks worth $1.7B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Vanguard Esg Intl Stock ETF and trimmed Ishares Core Msci Eafe ETF. Their largest long position is Ishares Core Msci Eafe ETF at 9% of the equity book.

Opened
306
bought for the first time
Added to
57
already held, bought more
Trimmed
236
sold some, still holds it
Sold out
58
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
42%
Top 20 holdings
61%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

7% mapped to company sectors

ETF / fund or unclassified
93%
Information Technology
3%
Financials
1%
Health Care
1%
Consumer Discretionary
1%
Industrials
0%
Energy
0%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as TIAA Trust, National Association

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$510.2B
BANK OF AMERICA CORP /DE/80 / 80$482.3B
JPMORGAN CHASE & CO80 / 80$438.8B
WELLS FARGO & COMPANY/MN80 / 80$174.6B
ROYAL BANK OF CANADA80 / 80$136.4B
ENVESTNET ASSET MANAGEMENT INC80 / 80$135.1B
LPL Financial LLC80 / 80$113.9B
AMERIPRISE FINANCIAL INC80 / 80$109.7B

Ranked by the share of each fund's own book sitting in the names it shares with TIAA Trust, National Association: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

344 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Core Msci Eafe ETF
Exchange Traded Fund
$147.2M1.52M
8.7%
−1.3%
Reduced · −21K sh
2Vanguard S&P 500 ETF
Exchange Traded Fund
$88.3M128.5K
5.2%
−2.8%
Reduced · −4K sh
3Vanguard Mrngstar GR ETF-Sui
Exchange Traded Fund
$69.9M810.9K
4.1%
+498%
Added · +675K sh
4Ishares Core Msci Emerging
Exchange Traded Fund
$66.0M796.7K
3.9%
−2.9%
Reduced · −24K sh
5Vanguard MRNGSTR Val ETF-Aui
Exchange Traded Fund
$65.1M298.9K
3.9%
+2.5%
Added · +7K sh
6Vanguard Ftse Developed ETF
Exchange Traded Fund
$60.3M846.7K
3.6%
+1.8%
Added · +15K sh
7Vanguard Russell 1000 Value
Exchange Traded Fund
$59.6M561.0K
3.5%
+3.1%
Added · +17K sh
8Ishares Russell Top 200 Grow
Exchange Traded Fund
$56.5M194.5K
3.3%
−6.2%
Reduced · −13K sh
9Vanguard Russell 1000 Growth
Exchange Traded Fund
$48.8M382.1K
2.9%
−1.1%
Reduced · −4K sh
10Ste STR SPDR PT DW EU ETF
Exchange Traded Fund
$48.0M952.3K
2.8%
−2.5%
Reduced · −24K sh
11Ishares Russell Top 200 Valu
Exchange Traded Fund
$41.5M394.9K
2.5%
−3.3%
Reduced · −14K sh
12Ishares Core S&P 500 ETF
Exchange Traded Fund
$37.3M49.8K
2.2%
−1.6%
Reduced · −839 sh
13Ishares Russell Mid-Cap ETF
Exchange Traded Fund
$35.8M324.7K
2.1%
−1.5%
Reduced · −5K sh
14Ishares Russell Mid-Cap Valu
Exchange Traded Fund
$35.2M214.1K
2.1%
−1.2%
Reduced · −3K sh
15VNGRD MRGSTR LRG-Cap ETF-Usd
Exchange Traded Fund
$33.5M97.3K
2.0%
−17%
Reduced · −20K sh
16Ishares National Muni Bond E
Exchange Traded Fund
$32.0M297.3K
1.9%
+9.0%
Added · +25K sh
17Ishares Core U.S. Aggregate
Exchange Traded Fund
$30.8M310.7K
1.8%
+4.3%
Added · +13K sh
18VNGRD MRNGSTR MD-Cap ETF-Usd
Exchange Traded Fund
$28.0M348.0K
1.7%
+299%
Added · +261K sh
19Vanguard Tax-Exempt Bond ETF
Exchange Traded Fund
$26.7M528.8K
1.6%
−0.7%
Reduced · −4K sh
20Vanguard Total Bond Market
Exchange Traded Fund
$25.9M353.3K
1.5%
−4.5%
Reduced · −17K sh
21Ishares MBS ETF
Exchange Traded Fund
$23.1M243.9K
1.4%
−61%
Reduced · −379K sh
22VG Morningstar TS MKT ETF-US
Exchange Traded Fund
$22.6M61.0K
1.3%
−4.1%
Reduced · −3K sh
23Ishares Russell Mid-Cap Grow
Exchange Traded Fund
$22.3M152.2K
1.3%
−3.0%
Reduced · −5K sh
24Ishares Russell 1000 Growth
Exchange Traded Fund
$21.6M174.1K
1.3%
+348%
Added · +135K sh
25Vanguard Ftse Emerging Marke
Exchange Traded Fund
$20.6M345.3K
1.2%
+0.2%
Added · +590 sh
26Ishares Russell 1000 ETF
Exchange Traded Fund
$18.6M45.4K
1.1%
−1.1%
Reduced · −487 sh
27Ishares Msci International Q
Exchange Traded Fund
$18.1M365.1K
1.1%
−0.6%
Reduced · −2K sh
28State Street SP PTF Em ETF
Exchange Traded Fund
$17.0M329.0K
1.0%
−1.9%
Reduced · −6K sh
29Ishares Msci Eafe Small-Cap
Exchange Traded Fund
$16.2M196.9K
1.0%
+0.2%
Added · +399 sh
30Vanguard Most SM-Cap ETF-Usd
Exchange Traded Fund
$15.2M50.1K
0.9%
−2.1%
Reduced · −1K sh
31Schwab Intl Small-Cap Equity
Exchange Traded Fund
$14.7M306.2K
0.9%
+1.7%
Added · +5K sh
32Ishares Russell 2000 Value E
Exchange Traded Fund
$14.7M66.3K
0.9%
−1.1%
Reduced · −720 sh
33Ishares Broad Usd Investment
Exchange Traded Fund
$14.6M284.2K
0.9%
+1.2%
Added · +3K sh
34Vanguard Esg US Stock ETF
Exchange Traded Fund
$14.1M106.7K
0.8%
2k×
Added · +107K sh
35Ishares Core S&P Midcap ETF
Exchange Traded Fund
$13.9M180.8K
0.8%
−0.7%
Reduced · −1K sh
36Apple Inc
Common / Ordinary Stock
$13.9M47.9K
0.8%
−33%
Reduced · −24K sh
37Ishares Russell 2000 Growth
Exchange Traded Fund
$13.5M34.3K
0.8%
−3.6%
Reduced · −1K sh
38Ishares Russell 2000 ETF
Exchange Traded Fund
$12.8M42.6K
0.8%
−4.8%
Reduced · −2K sh
39Ishares US Treasury Bond ETF
Exchange Traded Fund
$12.5M548.1K
0.7%
+13%
Added · +63K sh
40VNGRD MRNGSTR MD-Cap Val ETF
Exchange Traded Fund
$11.6M58.8K
0.7%
−13%
Reduced · −9K sh
41Ishares JP Morgan Usd Emergi
Exchange Traded Fund
$11.4M118.2K
0.7%
+4.5%
Added · +5K sh
42VNGRD MRNGST SL-CP Val ETF-U
Exchange Traded Fund
$11.2M46.0K
0.7%
+1.9%
Added · +851 sh
43SS SPDR P S&P 500 Growth ETF
Exchange Traded Fund
$10.7M89.7K
0.6%
+5.7%
Added · +5K sh
44Ishares Core S&P Small-Cap E
Exchange Traded Fund
$10.5M71.1K
0.6%
−0.5%
Reduced · −361 sh
45Vanguard Esg Intl Stock ETF
Exchange Traded Fund
$9.9M119.7K
0.6%
New
New position
46Ishares Broad Usd High Yield
Exchange Traded Fund
$9.7M262.2K
0.6%
+13%
Added · +31K sh
47Nuveen Esg LRG-Cap GRW ETF
Exchange Traded Fund
$8.7M74.2K
0.5%
−4.2%
Reduced · −3K sh
48Avantis US Small Cap Value
Exchange Traded Fund
$7.6M60.8K
0.4%
−8.7%
Reduced · −6K sh
49Alphabet Inc-CL A
Common / Ordinary Stock
$7.3M20.5K
0.4%
−50%
Reduced · −20K sh
50Ishares Russell 1000 Value E
Exchange Traded Fund
$7.3M30.1K
0.4%
+36%
Added · +8K sh
Showing 50 of 344 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026347$1.7B13F-HR
Q1 2026Mar 31, 2026May 12, 2026390$1.6B13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026914$41.7B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025916$41.2B13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025959$38.4B13F-HR
Q1 2025Mar 31, 2025May 8, 2025972$32.1B13F-HR
Q4 2024Dec 31, 2024Feb 11, 20251,003$32.9B13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024892$33.5B13F-HR
Q2 2024Jun 30, 2024Aug 1, 2024898$32.4B13F-HR
Q1 2024Mar 31, 2024May 10, 2024880$32.7B13F-HR
Q4 2023Dec 31, 2023Jan 23, 2024854$30.0B13F-HR
Q3 2023Sep 30, 2023Oct 27, 2023810$27.7B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.