| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thornburg Investment Management Inc | 14.86M (18.55%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 2 | Vanguard Group Inc | 7.90M (9.86%) | 192.76K Increased by +2.44% | Jun 30, 24 |
| 3 | BlackRock Inc | 7.44M (9.29%) | 629.91K Increased by +8.46% | Jun 30, 24 |
| 4 | State Street Corporation | 5.48M (6.84%) | -10.95K Decreased by -0.20% | Mar 31, 24 |
| 5 | Amvescap Plc. | 2.23M (2.79%) | -1.16M Decreased by -52.05% | Sep 30, 23 |
| 6 | Charles Schwab Investment Management Inc | 1.96M (2.45%) | 34.76K Increased by +1.77% | Jun 30, 24 |
| 7 | State Street Corp | 1.91M (2.38%) | 81.49K Increased by +4.27% | Jun 30, 24 |
| 8 | Geode Capital Management, LLC | 1.83M (2.28%) | 216.47K Increased by +11.85% | Jun 30, 24 |
| 9 | Mirae Asset Global Investments (Korea) Co Ltd | 1.45M (1.81%) | 44.36K Increased by +3.07% | Mar 31, 24 |
| 10 | Balyasny Asset Management LLC | 1.39M (1.74%) | 332.74K Increased by +23.94% | Jun 30, 24 |
| 11 | Two Sigma Investments LLC | 1.02M (1.27%) | 276.12K Increased by +27.19% | Mar 31, 24 |
| 12 | We Are One Seven, LLC | 990.36K (1.24%) | 957.82K Increased by +96.71% | Dec 31, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 972.36K (1.21%) | 972.36K Increased by +100.00% | Jun 30, 24 |
| 14 | D. E. Shaw & Co LP | 921.50K (1.15%) | -463.85K Decreased by -50.34% | Jun 30, 24 |
| 15 | Allianz Asset Management AG | 919.26K (1.15%) | 245.39K Increased by +26.69% | Jun 30, 24 |
| 16 | Goldman Sachs Group Inc | 864.71K (1.08%) | -724.09K Decreased by -83.74% | Mar 31, 24 |
| 17 | Millennium Management LLC | 804.49K (1.00%) | -1.96M Decreased by -243.82% | Mar 31, 24 |
| 18 | Cadent Capital Advisors, LLC | 735.82K (0.92%) | 735.82K Increased by +100.00% | Sep 30, 23 |
| 19 | Northern Trust Corp | 716.48K (0.89%) | -10.63K Decreased by -1.48% | Jun 30, 24 |
| 20 | Van Eck Associates Corporation | 684.57K (0.85%) | 180.77K Increased by +26.41% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thornburg Investment Income Builder A | 4.95M (6.18%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Thornburg Investment Income Builder Sep | 4.95M (6.18%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Schwab Fundamental US Small Company ETF | 3.25M (4.05%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 2.53M (3.16%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Fidelity® Small Cap Index | 2.26M (2.82%) | 53.00K Increased by +2.35% | Oct 31, 23 |
| 6 | iShares Russell 2000 ETF | 2.07M (2.59%) | -4.66K Decreased by -0.23% | Oct 31, 24 |
| 7 | Vanguard Small Cap Index | 2.01M (2.51%) | -23.82K Decreased by -1.19% | Sep 30, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 1.37M (1.70%) | -1.13K Decreased by -0.08% | Sep 30, 24 |
| 9 | iShares Mortgage Real Estate Capped ETF | 1.25M (1.56%) | 2.84K Increased by +0.23% | Oct 31, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 1.20M (1.50%) | 18.11K Increased by +1.51% | Sep 30, 24 |
| 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 (1.32%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 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 | 828.90K (1.03%) | -17.80K Decreased by -2.15% | Aug 31, 24 |
| 16 | iShares Russell 2000 Value ETF | 766.92K (0.96%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 17 | PIMCO RAE US Small | 668.03K (0.83%) | 90.63K Increased by +13.57% | Jun 30, 24 |
| 18 | PIMCO RAE US Small Instl | 668.03K (0.83%) | 90.63K Increased by +13.57% | Jun 30, 24 |
| 19 | NT R2000 Value Index Fund - NL | 659.67K (0.82%) | -15.57K Decreased by -2.36% | Dec 31, 23 |
| 20 | VanEck Mortgage REIT Income ETF | 645.48K (0.81%) | 0.00 Increased by 0.00% | Oct 31, 24 |