| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.65M (8.87%) | -57.3K Decreased by -1.23% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 2.63M (5.03%) | -115.65K Decreased by -4.39% | Sep 30, 23 |
| 3 | State Street Corporation | 1.22M (2.33%) | 2.22K Increased by +0.18% | Sep 30, 23 |
| 4 | Geode Capital Management, LLC | 1.12M (2.14%) | 33.66K Increased by +3% | Sep 30, 23 |
| 5 | Millennium Management LLC | 1.06M (2.03%) | 100.12K Increased by +9.44% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 1.02M (1.96%) | 0 Increased by 0% | Sep 30, 23 |
| 7 | Mirae Asset Global Investments (Korea) Co Ltd | 752.44K (1.44%) | -25.88K Decreased by -3.44% | Sep 30, 23 |
| 8 | Arete Wealth Advisors, LLC | 620.37K (1.18%) | 992 Increased by +0.16% | Sep 30, 23 |
| 9 | Smith Graham & Co Inv Adv, L.P.** | 606.77K (1.16%) | -3.62K Decreased by -0.6% | Dec 31, 23 |
| 10 | Northern Trust Corp | 529.89K (1.01%) | 29.49K Increased by +5.56% | Sep 30, 23 |
| 11 | Relative Value Partners Group LLC | 409.61K (0.78%) | 5.05K Increased by +1.23% | Sep 30, 23 |
| 12 | Van Eck Associates Corporation | 384.96K (0.74%) | 20.09K Increased by +5.22% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 298.56K (0.57%) | -931 Decreased by -0.31% | Sep 30, 23 |
| 14 | AXS Investments LLC | 259.91K (0.5%) | 259.91K Increased by +100% | Sep 30, 23 |
| 15 | Greenwich Investment Management Inc | 248.09K (0.47%) | -10.09K Decreased by -4.07% | Sep 30, 23 |
| 16 | Balyasny Asset Management LLC | 234.78K (0.45%) | 156.67K Increased by +66.73% | Sep 30, 23 |
| 17 | Bank of America Corp | 193.1K (0.37%) | 21.71K Increased by +11.24% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 191.04K (0.36%) | -730 Decreased by -0.38% | Sep 30, 23 |
| 19 | Merrion Investment Management Co, LLC | 182.38K (0.35%) | -15.7K Decreased by -8.61% | Sep 30, 23 |
| 20 | Bi Asset Management Fondsmaeglerselskab A/S | 153.33K (0.29%) | 0 Increased by 0% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.53M (2.93%) | 10.3K Increased by +0.67% | Jan 31, 24 |
| 2 | iShares Russell 2000 ETF | 1.39M (2.65%) | -25.31K Decreased by -1.82% | Jan 31, 24 |
| 3 | Invesco KBW High Dividend Yld Fincl ETF | 1.01M (1.92%) | 0 Increased by 0% | Jan 31, 24 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 777.09K (1.48%) | 429 Increased by +0.06% | Jan 31, 24 |
| 5 | iShares Mortgage Real Estate Capped ETF | 719.42K (1.37%) | 0 Increased by 0% | Jan 31, 24 |
| 6 | Global X SuperDividend™ ETF | 646.94K (1.24%) | 0 Increased by 0% | Jan 31, 24 |
| 7 | Fidelity Small Cap Index | 536.3K (1.02%) | 11.32K Increased by +2.11% | Nov 30, 23 |
| 8 | Fidelity® Small Cap Index | 524.99K (1%) | 13.02K Increased by +2.48% | Oct 31, 23 |
| 9 | iShares Russell 2000 Value ETF | 506.24K (0.97%) | -963 Decreased by -0.19% | Jan 31, 24 |
| 10 | VanEck Mortgage REIT Income ETF | 394.2K (0.75%) | 0 Increased by 0% | Jan 31, 24 |
| 11 | State St Russell Sm/Mid Cp® Indx NL Cl C | 314.33K (0.6%) | 0 Increased by 0% | Jan 31, 24 |
| 12 | Fidelity Extended Market Index | 312.13K (0.6%) | 11.74K Increased by +3.76% | Dec 31, 23 |
| 13 | Fidelity® Extended Market Index | 300.39K (0.57%) | 0 Increased by 0% | Nov 30, 23 |
| 14 | AXS Real Estate Income ETF | 229.71K (0.44%) | 0 Increased by 0% | Jan 31, 24 |
| 15 | State St Russell Sm Cap® Indx SL Cl I | 193.41K (0.37%) | 0 Increased by 0% | Jan 31, 24 |
| 16 | Vanguard Russell 2000 ETF | 174.54K (0.33%) | 3.79K Increased by +2.17% | Jan 31, 24 |
| 17 | NT R2000 Value Index Fund - NL | 146.47K (0.28%) | -4.99K Decreased by -3.41% | Dec 31, 23 |
| 18 | NT R2000 Index Fund - NL | 145.43K (0.28%) | -4.76K Decreased by -3.27% | Dec 31, 23 |
| 19 | AAM Core Plus | 132.75K (0.25%) | 2.28K Increased by +1.71% | Jan 31, 24 |
| 20 | BlackRock Extended Mkt Composite | 132.29K (0.25%) | 14.88K Increased by +11.25% | Sep 30, 23 |