| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 5.17M (29.71%) | -55.00 Decreased by -0.00% | Dec 31, 25 |
| 2 | Davidson Kempner Capital Management LP | 4.13M (23.75%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 3 | Victory Capital Management Inc. | 2.22M (12.75%) | 710.49K Increased by +32.02% | Dec 31, 25 |
| 4 | Canada Pension Plan Investment Board | 2.11M (12.09%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 5 | Masters Capital Management LLC | 1.00M (5.74%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 6 | Vanguard Group Inc | 948.61K (5.45%) | 74.57K Increased by +7.86% | Dec 31, 25 |
| 7 | BlackRock Inc | 923.65K (5.31%) | 38.02K Increased by +4.12% | Dec 31, 25 |
| 8 | JPMorgan Chase & Co | 575.03K (3.30%) | 378.80K Increased by +65.87% | Mar 31, 26 |
| 9 | Amundi | 423.18K (2.43%) | 12.85K Increased by +3.04% | Mar 31, 25 |
| 10 | State Street Corp | 419.40K (2.41%) | 1.72K Increased by +0.41% | Dec 31, 25 |
| 11 | Jacobs Asset Management, LLC | 375.00K (2.15%) | 87.50K Increased by +23.33% | Mar 31, 26 |
| 12 | State Street Corporation | 326.84K (1.88%) | 19.44K Increased by +5.95% | Mar 31, 24 |
| 13 | Geode Capital Management, LLC | 326.05K (1.87%) | 12.21K Increased by +3.75% | Dec 31, 25 |
| 14 | Bank of New York Mellon Corp | 231.29K (1.33%) | -5.64K Decreased by -2.44% | Sep 30, 25 |
| 15 | Wolverine Asset Management LLC | 229.88K (1.32%) | -59.21K Decreased by -25.76% | Mar 31, 26 |
| 16 | Wells Fargo & Co | 211.30K (1.21%) | -1.88K Decreased by -0.89% | Mar 31, 26 |
| 17 | Alpine Partners VI, LLC | 207.05K (1.19%) | 207.05K Increased by +100.00% | Sep 30, 25 |
| 18 | Riverbridge Partners LLC | 197.39K (1.13%) | 14.62K Increased by +7.41% | Mar 31, 26 |
| 19 | Marshall Wace Asset Management Ltd | 196.08K (1.13%) | 17.58K Increased by +8.97% | Jun 30, 25 |
| 20 | Goldman Sachs Group Inc | 159.37K (0.92%) | 72.56K Increased by +45.52% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Victory Pioneer Multi-Asset Income Y | 944.06K (5.42%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 2 | Amundi Fds Inc Opps I2 USD C | 626.62K (3.60%) | 60.92K Increased by +9.72% | Mar 31, 26 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 605.08K (3.48%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 4 | Vanguard US Total Market Shares ETF | 472.82K (2.72%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | iShares Russell 2000 ETF | 300.02K (1.72%) | 2.54K Increased by +0.85% | Apr 30, 26 |
| 6 | Pioneer Multi-Asset Income Y | 297.12K (1.71%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | Fuh Hwa FTSE Mortgage REITs ETF | 237.72K (1.37%) | 24.32K Increased by +10.23% | Dec 31, 24 |
| 8 | WisdomTree Private Credit & Alt Inc | 186.58K (1.07%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 9 | WisdomTree Alternative Income Fund | 181.91K (1.05%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | iShares Mortgage Real Estate Capped ETF | 167.78K (0.96%) | -2.70K Decreased by -1.61% | Apr 30, 26 |
| 11 | State St Russell Sm/Mid Cp® Indx SL Cl I | 163.34K (0.94%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 150.76K (0.87%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 13 | Hoya Capital High Dividend Yield ETF | 141.77K (0.81%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 14 | Fidelity Small Cap Index | 138.13K (0.79%) | -560.00 Decreased by -0.41% | Feb 28, 26 |
| 15 | Fidelity® Extended Market Index | 118.56K (0.68%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Fidelity® Small Cap Index | 113.67K (0.65%) | 2.55K Increased by +2.24% | Oct 31, 23 |
| 17 | Amundi Fds Pio Inc Opps I2 USD C | 113.21K (0.65%) | 10.28K Increased by +9.08% | Jan 31, 24 |
| 18 | Fidelity Extended Market Index | 111.39K (0.64%) | 33.87K Increased by +30.41% | Mar 31, 26 |
| 19 | Russell 2000 Equity Index Fund B | 79.62K (0.46%) | 38.00 Increased by +0.05% | Dec 31, 25 |
| 20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 73.34K (0.42%) | 0.00 Increased by 0.00% | Apr 30, 25 |