| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 5.17M (36.83%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | Davidson Kempner Capital Management LP | 4.73M (33.68%) | -452.66K Decreased by -9.57% | Jun 30, 25 |
| 3 | Canada Pension Plan Investment Board | 2.11M (14.99%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 4 | Masters Capital Management LLC | 1.00M (7.12%) | -100.00K Decreased by -10.00% | Jun 30, 25 |
| 5 | BlackRock Inc | 893.62K (6.36%) | -47.95K Decreased by -5.37% | Jun 30, 25 |
| 6 | Vanguard Group Inc | 838.46K (5.97%) | -34.74K Decreased by -4.14% | Jun 30, 25 |
| 7 | Amundi | 423.18K (3.01%) | 12.85K Increased by +3.04% | Mar 31, 25 |
| 8 | Victory Capital Management Inc. | 423.18K (3.01%) | 423.18K Increased by +100.00% | Jun 30, 25 |
| 9 | State Street Corporation | 326.84K (2.33%) | 19.44K Increased by +5.95% | Mar 31, 24 |
| 10 | Geode Capital Management, LLC | 321.08K (2.29%) | 5.31K Increased by +1.65% | Jun 30, 25 |
| 11 | State Street Corp | 318.58K (2.27%) | 10.77K Increased by +3.38% | Jun 30, 25 |
| 12 | Jacobs Asset Management, LLC | 270.00K (1.92%) | -4.24K Decreased by -1.57% | Jun 30, 25 |
| 13 | Bank of New York Mellon Corp | 236.93K (1.69%) | 1.93K Increased by +0.81% | Jun 30, 25 |
| 14 | Wolverine Asset Management LLC | 224.23K (1.60%) | 138.09K Increased by +61.59% | Jun 30, 25 |
| 15 | Wells Fargo & Co | 215.60K (1.54%) | 18.85K Increased by +8.74% | Jun 30, 25 |
| 16 | CF Capital LLC | 200.00K (1.42%) | 31.87K Increased by +15.94% | Jun 30, 25 |
| 17 | Marshall Wace Asset Management Ltd | 196.08K (1.40%) | 17.58K Increased by +8.97% | Jun 30, 25 |
| 18 | Jacobs Levy Equity Management, Inc. | 174.99K (1.25%) | 29.70K Increased by +16.97% | Dec 31, 24 |
| 19 | Goldman Sachs Group Inc | 159.37K (1.13%) | 72.56K Increased by +45.52% | Mar 31, 25 |
| 20 | O'Shaughnessy Asset Management LLC | 143.28K (1.02%) | -27.25K Decreased by -19.02% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 526.45K (3.75%) | -11.61K Decreased by -2.21% | Jul 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 472.82K (3.37%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 303.80K (2.16%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 4 | Victory Pioneer Multi-Asset Income Y | 297.44K (2.12%) | 321.00 Increased by +0.11% | Jul 31, 25 |
| 5 | Pioneer Multi-Asset Income Y | 297.12K (2.12%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | Fuh Hwa FTSE Mortgage REITs ETF | 237.72K (1.69%) | 24.32K Increased by +10.23% | Dec 31, 24 |
| 7 | WisdomTree Private Credit & Alt Inc | 186.58K (1.33%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 8 | WisdomTree Alternative Income Fund | 181.91K (1.30%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | iShares Mortgage Real Estate Capped ETF | 159.53K (1.14%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 145.53K (1.04%) | -49.47K Decreased by -33.99% | Jul 31, 25 |
| 11 | Amundi Fds Inc Opps I2 USD C | 141.19K (1.01%) | 15.13K Increased by +10.72% | Jul 31, 25 |
| 12 | Fidelity Small Cap Index | 133.52K (0.95%) | -551.00 Decreased by -0.41% | Jun 30, 25 |
| 13 | Fidelity® Extended Market Index | 118.56K (0.84%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Fidelity® Small Cap Index | 113.67K (0.81%) | 2.55K Increased by +2.24% | Oct 31, 23 |
| 15 | Amundi Fds Pio Inc Opps I2 USD C | 113.21K (0.81%) | 10.28K Increased by +9.08% | Jan 31, 24 |
| 16 | Hoya Capital High Dividend Yield ETF | 112.01K (0.80%) | -585.00 Decreased by -0.52% | Aug 29, 25 |
| 17 | Fidelity Extended Market Index | 81.94K (0.58%) | -675.00 Decreased by -0.82% | Jul 31, 25 |
| 18 | State St Russell Sm/Mid Cp® Indx NL Cl C | 73.34K (0.52%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 19 | State St Russell Sm/Mid Cp® Indx SL Cl I | 73.34K (0.52%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Vanguard Russell 2000 ETF | 58.70K (0.42%) | -4.19K Decreased by -7.13% | Jul 31, 25 |