| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.60M (8.46%) | 45.80K Increased by +1.00% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 3.06M (5.62%) | -55.16K Decreased by -1.81% | Dec 31, 25 |
| 3 | Hotchkis & Wiley Capital Management LLC | 1.35M (2.48%) | 31.44K Increased by +2.33% | Dec 31, 25 |
| 4 | Geode Capital Management, LLC | 1.31M (2.41%) | -18.72K Decreased by -1.43% | Dec 31, 25 |
| 5 | State Street Corporation | 1.22M (2.24%) | -14.29K Decreased by -1.17% | Mar 31, 24 |
| 6 | State Street Corp | 1.16M (2.12%) | -4.49K Decreased by -0.39% | Dec 31, 25 |
| 7 | CF Capital LLC | 1.12M (2.06%) | -431.81K Decreased by -38.55% | Mar 31, 26 |
| 8 | Balyasny Asset Management LLC | 1.05M (1.93%) | -273.85K Decreased by -26.04% | Jun 30, 25 |
| 9 | CURA WEALTH ADVISORS, LLC | 905.60K (1.67%) | -1.47K Decreased by -0.16% | Mar 31, 26 |
| 10 | Mirae Asset Global Investments (Korea) Co Ltd | 790.40K (1.45%) | 81.53K Increased by +10.32% | Mar 31, 24 |
| 11 | Arete Wealth Advisors, LLC | 789.74K (1.45%) | 57.06K Increased by +7.23% | Jun 30, 24 |
| 12 | Van Eck Associates Corporation | 647.55K (1.19%) | 585.71K Increased by +90.45% | Dec 31, 25 |
| 13 | Smith Graham & Co Inv Adv, L.P.** | 606.77K (1.12%) | -3.62K Decreased by -0.60% | Dec 31, 23 |
| 14 | Alpine Partners VI, LLC | 593.92K (1.09%) | 593.92K Increased by +100.00% | Sep 30, 25 |
| 15 | Northern Trust Corp | 578.91K (1.06%) | 37.02K Increased by +6.39% | Mar 31, 26 |
| 16 | We Are One Seven, LLC | 570.33K (1.05%) | 549.28K Increased by +96.31% | Dec 31, 23 |
| 17 | Marshall Wace Asset Management Ltd | 562.97K (1.04%) | 562.97K Increased by +100.00% | Jun 30, 25 |
| 18 | Bi Asset Management Fondsmaeglerselskab A/S | 523.07K (0.96%) | -41.14K Decreased by -7.86% | Mar 31, 26 |
| 19 | The Colony Group LLC | 510.68K (0.94%) | 510.68K Increased by +100.00% | Dec 31, 25 |
| 20 | Wellington Management Company LLP | 493.33K (0.91%) | -57.99K Decreased by -11.75% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Invesco KBW High Dividend Yld Fincl ETF | 2.11M (3.89%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.62M (2.98%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 3 | Vanguard US Total Market Shares ETF | 1.62M (2.98%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 1.28M (2.36%) | 10.81K Increased by +0.84% | Apr 30, 26 |
| 5 | Fuh Hwa FTSE Mortgage REITs ETF | 1.07M (1.97%) | 109.33K Increased by +10.23% | Dec 31, 24 |
| 6 | Global X SuperDividend™ ETF | 646.94K (1.19%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 644.17K (1.18%) | 52.17K Increased by +8.10% | Mar 31, 26 |
| 8 | iShares Mortgage Real Estate Capped ETF | 622.95K (1.15%) | -10.05K Decreased by -1.61% | Apr 30, 26 |
| 9 | VanEck Mortgage REIT Income ETF | 615.53K (1.13%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 10 | BankInvest Børsnoterede Alt. Akk. W | 564.21K (1.04%) | 0.00 Increased by 0.00% | Oct 31, 25 |
| 11 | Fidelity Small Cap Index | 531.12K (0.98%) | 4.04K Increased by +0.76% | Feb 28, 26 |
| 12 | Fidelity® Small Cap Index | 524.99K (0.97%) | 13.02K Increased by +2.48% | Oct 31, 23 |
| 13 | iShares Russell 2000 Value ETF | 462.07K (0.85%) | 2.49K Increased by +0.54% | Apr 30, 26 |
| 14 | Fidelity Extended Market Index | 346.43K (0.64%) | 49.40K Increased by +14.26% | Mar 31, 26 |
| 15 | Russell 2000 Equity Index Fund B | 345.75K (0.64%) | -168.00 Decreased by -0.05% | Dec 31, 25 |
| 16 | State St Russell Sm/Mid Cp® Indx NL Cl C | 315.33K (0.58%) | 1.50K Increased by +0.48% | Apr 30, 25 |
| 17 | State St Russell Sm/Mid Cp® Indx SL Cl I | 315.33K (0.58%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 18 | Fidelity® Extended Market Index | 300.39K (0.55%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Hotchkis & Wiley Sm Cp Divers Val I | 280.90K (0.52%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 20 | AXS Real Estate Income ETF | 264.29K (0.49%) | -2.94K Decreased by -1.11% | Aug 30, 24 |