| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.95M (9.98%) | 54.65K Increased by +0.69% | Sep 30, 24 |
| 2 | BlackRock Inc | 7.85M (9.85%) | 412.04K Increased by +5.25% | Sep 30, 24 |
| 3 | State Street Corporation | 5.48M (6.87%) | -10.95K Decreased by -0.20% | Mar 31, 24 |
| 4 | Thornburg Investment Management Inc | 4.95M (6.21%) | 4.95M Increased by +100.00% | Sep 30, 24 |
| 5 | Amvescap Plc. | 2.23M (2.80%) | -1.16M Decreased by -52.05% | Sep 30, 23 |
| 6 | Charles Schwab Investment Management Inc | 1.92M (2.41%) | -10.67K Decreased by -0.56% | Dec 31, 24 |
| 7 | State Street Corp | 1.91M (2.40%) | 7.59K Increased by +0.40% | Sep 30, 24 |
| 8 | Geode Capital Management, LLC | 1.86M (2.33%) | 32.84K Increased by +1.77% | Sep 30, 24 |
| 9 | Balyasny Asset Management LLC | 1.61M (2.02%) | 216.25K Increased by +13.46% | Sep 30, 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 | Goldman Sachs Group Inc | 864.71K (1.09%) | -724.09K Decreased by -83.74% | Mar 31, 24 |
| 15 | Millennium Management LLC | 804.49K (1.01%) | -1.96M Decreased by -243.82% | Mar 31, 24 |
| 16 | Van Eck Associates Corporation | 767.57K (0.96%) | 122.09K Increased by +15.91% | Dec 31, 24 |
| 17 | Cadent Capital Advisors, LLC | 735.82K (0.92%) | 735.82K Increased by +100.00% | Sep 30, 23 |
| 18 | Northern Trust Corp | 730.48K (0.92%) | 13.99K Increased by +1.92% | Sep 30, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 725.66K (0.91%) | -246.70K Decreased by -34.00% | Sep 30, 24 |
| 20 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 708.20K (0.89%) | 42.22K Increased by +5.96% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thornburg Investment Income Builder A | 4.95M (6.21%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | Thornburg Investment Income Builder Sep | 4.95M (6.21%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 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% | Dec 31, 24 |
| 5 | Fidelity® Small Cap Index | 2.26M (2.83%) | 53.00K Increased by +2.35% | Oct 31, 23 |
| 6 | iShares Russell 2000 ETF | 2.22M (2.79%) | -16.90K Decreased by -0.76% | Jan 31, 25 |
| 7 | Vanguard Small Cap Index | 1.96M (2.45%) | -68.77K Decreased by -3.51% | Dec 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 1.30M (1.63%) | -72.23K Decreased by -5.56% | Dec 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 1.20M (1.51%) | -3.62K Decreased by -0.30% | Dec 31, 24 |
| 10 | iShares Mortgage Real Estate Capped ETF | 1.15M (1.45%) | 15.12K Increased by +1.31% | Jan 31, 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 | 1.05M (1.32%) | 0.00 Increased by 0.00% | Jan 31, 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 | Fidelity Small Cap Index | 821.31K (1.03%) | -5.59K Decreased by -0.68% | Nov 30, 24 |
| 16 | PIMCO RAE US Small | 766.45K (0.96%) | 98.42K Increased by +12.84% | Sep 30, 24 |
| 17 | PIMCO RAE US Small Instl | 766.45K (0.96%) | 98.42K Increased by +12.84% | Sep 30, 24 |
| 18 | iShares Russell 2000 Value ETF | 748.60K (0.94%) | 1.02K Increased by +0.14% | Jan 31, 25 |
| 19 | VanEck Mortgage REIT Income ETF | 736.35K (0.92%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 20 | NT R2000 Value Index Fund - NL | 659.67K (0.83%) | -15.57K Decreased by -2.36% | Dec 31, 23 |