| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Century Companies Inc | 2.99M (2.85%) | 118.89K Increased by +3.97% | Sep 30, 24 |
| 2 | FMR Inc | 2.61M (2.49%) | 154.04K Increased by +5.89% | Sep 30, 24 |
| 3 | JPMorgan Chase & Co | 2.45M (2.34%) | 265.84K Increased by +10.83% | Sep 30, 24 |
| 4 | Morgan Stanley - Brokerage Accounts | 2.13M (2.03%) | -2.68M Decreased by -125.91% | Sep 30, 24 |
| 5 | Jennison Associates LLC | 878.32K (0.84%) | 95.85K Increased by +10.91% | Sep 30, 24 |
| 6 | Bank of America Corp | 840.51K (0.80%) | 27.71K Increased by +3.30% | Sep 30, 24 |
| 7 | Citigroup Inc | 645.68K (0.62%) | 239.94K Increased by +37.16% | Sep 30, 24 |
| 8 | UBS Group AG | 628.68K (0.60%) | -60.23K Decreased by -9.58% | Sep 30, 24 |
| 9 | Natixis SA | 567.40K (0.54%) | 117.60K Increased by +20.73% | Sep 30, 24 |
| 10 | Cresset Asset Management, LLC | 511.87K (0.49%) | -7.03K Decreased by -1.37% | Sep 30, 24 |
| 11 | Weiss Multi-Strategy Advisers Llc | 507.90K (0.48%) | 66.28K Increased by +13.05% | Dec 31, 23 |
| 12 | Callodine Capital Management, LP | 459.77K (0.44%) | 109.78K Increased by +23.88% | Sep 30, 24 |
| 13 | Nomura Holdings Inc | 457.50K (0.44%) | 156.90K Increased by +34.30% | Jun 30, 24 |
| 14 | Wells Fargo & Co | 449.06K (0.43%) | 25.65K Increased by +5.71% | Sep 30, 24 |
| 15 | Franklin Resources Inc | 413.17K (0.39%) | 2.00K Increased by +0.48% | Sep 30, 24 |
| 16 | Phase 2 Partners, LLC | 354.69K (0.34%) | 11.73K Increased by +3.31% | Sep 30, 23 |
| 17 | LPL Financial Corp | 354.36K (0.34%) | 15.32K Increased by +4.32% | Sep 30, 24 |
| 18 | Manufacturers Life Insurance Co | 330.87K (0.32%) | 57.17K Increased by +17.28% | Sep 30, 24 |
| 19 | Crestwood Advisors LLC | 280.96K (0.27%) | 255.87K Increased by +91.07% | Sep 30, 24 |
| 20 | TCG Advisory Services, LLC | 224.55K (0.21%) | -369.00 Decreased by -0.16% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Century US Value Yield Eq Tr 2 | 1.47M (1.40%) | 2.16K Increased by +0.15% | Dec 31, 24 |
| 2 | American Century Equity Income Inv | 1.46M (1.39%) | 91.67K Increased by +6.26% | Sep 30, 24 |
| 3 | Fidelity Small Cap Value Fund | 1.33M (1.27%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 4 | Fidelity® Small Cap Value | 1.24M (1.18%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 5 | American Century Mid Cap Value Inv | 957.47K (0.91%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 6 | American Century U.S. Mid Cap Value | 957.47K (0.91%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | Jennison SMid Cap Core Equity | 872.38K (0.83%) | 59.17K Increased by +6.78% | Dec 31, 24 |
| 8 | PGIM Jennison Small Company A | 872.38K (0.83%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Fidelity Advisor Stock Selec Mid Cp I | 405.20K (0.39%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 10 | Templeton Global Smaller Comp A | 404.17K (0.39%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 11 | Templeton Global Smaller Comp Fund A | 382.17K (0.36%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Fidelity Series Intrinsic Opps | 379.80K (0.36%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | Fidelity Select Financials Port | 357.10K (0.34%) | 178.50K Increased by +49.99% | Nov 30, 24 |
| 14 | Fidelity Advisor Financials I | 231.40K (0.22%) | 111.10K Increased by +48.01% | Nov 30, 24 |
| 15 | Invesco KBW High Dividend Yld Fincl ETF | 223.98K (0.21%) | 4.78K Increased by +2.13% | Dec 31, 24 |
| 16 | Miller/Howard High Income Equity | 204.00K (0.19%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | Manning & Napier Callodine Equity Inc I | 180.00K (0.17%) | 40.00K Increased by +22.22% | Dec 31, 24 |
| 18 | JHancock Financial Industries A | 177.15K (0.17%) | 835.00 Increased by +0.47% | Nov 30, 24 |
| 19 | Fidelity Advisor® Stock Selec Mid Cp I | 141.30K (0.13%) | 141.30K Increased by +100.00% | Nov 30, 23 |
| 20 | Fidelity® Series Intrinsic Opps | 133.10K (0.13%) | 133.10K Increased by +100.00% | Oct 31, 23 |