| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 8.39M (10.53%) | 532.52K Increased by +6.35% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 7.82M (9.82%) | -126.72K Decreased by -1.62% | Dec 31, 24 |
| 3 | State Street Corporation | 5.48M (6.88%) | -10.95K Decreased by -0.20% | Mar 31, 24 |
| 4 | Thornburg Investment Management Inc | 4.95M (6.22%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 5 | Amvescap Plc. | 2.23M (2.81%) | -1.16M Decreased by -52.05% | Sep 30, 23 |
| 6 | State Street Corp | 1.94M (2.44%) | 28.42K Increased by +1.46% | Dec 31, 24 |
| 7 | Charles Schwab Investment Management Inc | 1.92M (2.41%) | -10.67K Decreased by -0.56% | Dec 31, 24 |
| 8 | Geode Capital Management, LLC | 1.84M (2.31%) | -18.46K Decreased by -1.00% | Dec 31, 24 |
| 9 | Balyasny Asset Management LLC | 1.45M (1.83%) | -151.45K Decreased by -10.41% | Dec 31, 24 |
| 10 | Mirae Asset Global Investments (Korea) Co Ltd | 1.45M (1.82%) | 44.36K Increased by +3.07% | Mar 31, 24 |
| 11 | Allianz Asset Management AG | 1.15M (1.44%) | 140.72K Increased by +12.26% | Dec 31, 24 |
| 12 | We Are One Seven, LLC | 990.36K (1.24%) | 957.82K Increased by +96.71% | Dec 31, 23 |
| 13 | D. E. Shaw & Co LP | 921.50K (1.16%) | -463.85K Decreased by -50.34% | Jun 30, 24 |
| 14 | Millennium Management LLC | 804.49K (1.01%) | -1.96M Decreased by -243.82% | Mar 31, 24 |
| 15 | Northern Trust Corp | 800.84K (1.01%) | 70.36K Increased by +8.79% | Dec 31, 24 |
| 16 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 777.23K (0.98%) | 69.03K Increased by +8.88% | Dec 31, 24 |
| 17 | Van Eck Associates Corporation | 767.57K (0.96%) | 122.09K Increased by +15.91% | Dec 31, 24 |
| 18 | Cadent Capital Advisors, LLC | 735.82K (0.92%) | 735.82K Increased by +100.00% | Sep 30, 23 |
| 19 | Susquehanna International Group, LLP | 608.08K (0.76%) | 444.41K Increased by +73.08% | Sep 30, 23 |
| 20 | Morgan Stanley - Brokerage Accounts | 594.96K (0.75%) | -130.70K Decreased by -21.97% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thornburg Investment Income Builder A | 4.95M (6.21%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 2 | Thornburg Investment Income Builder Sep | 4.95M (6.21%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 3 | Schwab Fundamental US Small Company ETF | 3.25M (4.07%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 2.50M (3.14%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 5 | Fidelity® Small Cap Index | 2.26M (2.83%) | 53.00K Increased by +2.35% | Oct 31, 23 |
| 6 | iShares Russell 2000 ETF | 2.10M (2.63%) | -24.67K Decreased by -1.18% | Feb 28, 25 |
| 7 | Vanguard Small Cap Index | 1.96M (2.46%) | 1.60K Increased by +0.08% | Feb 28, 25 |
| 8 | Vanguard Small Cap Value Index Inv | 1.29M (1.62%) | -3.34K Decreased by -0.26% | Feb 28, 25 |
| 9 | iShares Mortgage Real Estate Capped ETF | 1.22M (1.53%) | -6.52K Decreased by -0.54% | Feb 28, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 1.20M (1.51%) | 1.75K Increased by +0.15% | Feb 28, 25 |
| 11 | Fidelity® Extended Market Index | 1.09M (1.37%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Schwab Fundamental U.S. Small CompanyETF | 1.06M (1.33%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 13 | Leeward Mid-Cap Value | 885.63K (1.11%) | -9.71K Decreased by -1.10% | Mar 31, 24 |
| 14 | Touchstone Mid Cap Value Inst | 885.63K (1.11%) | 40.37K Increased by +4.56% | Mar 31, 24 |
| 15 | PIMCO RAE US Small | 826.85K (1.04%) | 60.40K Increased by +7.30% | Dec 31, 24 |
| 16 | PIMCO RAE US Small Instl | 826.85K (1.04%) | 60.40K Increased by +7.30% | Dec 31, 24 |
| 17 | Fidelity Small Cap Index | 810.41K (1.02%) | -10.90K Decreased by -1.35% | Dec 31, 24 |
| 18 | VanEck Mortgage REIT Income ETF | 756.14K (0.95%) | 9.57K Increased by +1.27% | Feb 28, 25 |
| 19 | iShares Russell 2000 Value ETF | 746.96K (0.94%) | -5.67K Decreased by -0.76% | Feb 28, 25 |
| 20 | NT R2000 Value Index Fund - NL | 659.67K (0.83%) | -15.57K Decreased by -2.36% | Dec 31, 23 |