| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.07M (9.64%) | -11.79K Decreased by -0.23% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 2.92M (5.54%) | -64.89K Decreased by -2.22% | Dec 31, 24 |
| 3 | Geode Capital Management, LLC | 1.25M (2.37%) | -22.71K Decreased by -1.82% | Dec 31, 24 |
| 4 | State Street Corporation | 1.22M (2.31%) | -14.29K Decreased by -1.17% | Mar 31, 24 |
| 5 | State Street Corp | 1.07M (2.04%) | 19.95K Increased by +1.86% | Dec 31, 24 |
| 6 | Hotchkis & Wiley Capital Management LLC | 1.03M (1.96%) | 170.20K Increased by +16.50% | Dec 31, 24 |
| 7 | Balyasny Asset Management LLC | 968.16K (1.84%) | -4.71K Decreased by -0.49% | Dec 31, 24 |
| 8 | Mirae Asset Global Investments (Korea) Co Ltd | 790.40K (1.50%) | 81.53K Increased by +10.32% | Mar 31, 24 |
| 9 | Arete Wealth Advisors, LLC | 789.74K (1.50%) | 57.06K Increased by +7.23% | Jun 30, 24 |
| 10 | CURA WEALTH ADVISORS, LLC | 729.23K (1.39%) | 729.23K Increased by +100.00% | Dec 31, 24 |
| 11 | Wellington Management Company LLP | 614.42K (1.17%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Smith Graham & Co Inv Adv, L.P.** | 606.77K (1.15%) | -3.62K Decreased by -0.60% | Dec 31, 23 |
| 13 | Northern Trust Corp | 605.49K (1.15%) | 147.99K Increased by +24.44% | Dec 31, 24 |
| 14 | Van Eck Associates Corporation | 591.04K (1.12%) | 96.55K Increased by +16.34% | Dec 31, 24 |
| 15 | We Are One Seven, LLC | 570.33K (1.08%) | 549.28K Increased by +96.31% | Dec 31, 23 |
| 16 | JPMorgan Chase & Co | 545.97K (1.04%) | -284.70K Decreased by -52.15% | Dec 31, 24 |
| 17 | Dana Investment Advisors Inc | 461.90K (0.88%) | -26.64K Decreased by -5.77% | Dec 31, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 456.13K (0.87%) | 95.81K Increased by +21.00% | Dec 31, 24 |
| 19 | Relative Value Partners Group LLC | 416.56K (0.79%) | 361.00 Increased by +0.09% | Mar 31, 24 |
| 20 | Bi Asset Management Fondsmaeglerselskab A/S | 364.27K (0.69%) | 43.52K Increased by +11.95% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Invesco KBW High Dividend Yld Fincl ETF | 2.11M (4.01%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.62M (3.08%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 3 | iShares Russell 2000 ETF | 1.48M (2.81%) | -17.37K Decreased by -1.18% | Feb 28, 25 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 823.63K (1.56%) | 2.59K Increased by +0.31% | Feb 28, 25 |
| 5 | iShares Mortgage Real Estate Capped ETF | 815.55K (1.55%) | -4.37K Decreased by -0.54% | Feb 28, 25 |
| 6 | Global X SuperDividend™ ETF | 646.94K (1.23%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 7 | VanEck Mortgage REIT Income ETF | 541.42K (1.03%) | 6.85K Increased by +1.27% | Feb 28, 25 |
| 8 | Fidelity Small Cap Index | 538.64K (1.02%) | -26.41K Decreased by -4.90% | Dec 31, 24 |
| 9 | Fidelity® Small Cap Index | 524.99K (1.00%) | 13.02K Increased by +2.48% | Oct 31, 23 |
| 10 | iShares Russell 2000 Value ETF | 488.82K (0.93%) | -3.71K Decreased by -0.76% | Feb 28, 25 |
| 11 | State St Russell Sm/Mid Cp® Indx NL Cl C | 318.73K (0.61%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 12 | Fidelity Extended Market Index | 304.29K (0.58%) | -4.62K Decreased by -1.52% | Jan 31, 25 |
| 13 | Fidelity® Extended Market Index | 300.39K (0.57%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | BankInvest Børsnoterede Alt. Akk. W | 292.45K (0.56%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 15 | Hotchkis & Wiley Sm Cp Divers Val I | 269.50K (0.51%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 16 | AXS Real Estate Income ETF | 264.29K (0.50%) | -2.94K Decreased by -1.11% | Aug 30, 24 |
| 17 | Vanguard Russell 2000 ETF | 244.41K (0.46%) | 5.71K Increased by +2.34% | Feb 28, 25 |
| 18 | Multi-Manager Small Cap Eq Strat Inst | 219.50K (0.42%) | 70.90K Increased by +32.30% | Feb 28, 25 |
| 19 | Invesco FTSE RAFI US 1500 Small-Mid ETF | 210.41K (0.40%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 20 | Invesco RAFI US 1500 Small-Mid ETF | 209.28K (0.40%) | 0.00 Increased by 0.00% | Feb 28, 25 |