| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Loews Corp | 248.41M (1.20 K%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | AQR Capital Management LLC | 2.36M (11.42%) | 415.86K Increased by +17.66% | Mar 31, 25 |
| 3 | BlackRock Inc | 1.54M (7.45%) | 13.94K Increased by +0.91% | Mar 31, 25 |
| 4 | JPMorgan Chase & Co | 1.52M (7.37%) | 41.38K Increased by +2.72% | Mar 31, 24 |
| 5 | First Trust Advisors L.P. | 1.49M (7.21%) | 249.35K Increased by +16.77% | Dec 31, 24 |
| 6 | Bank of New York Mellon Corp | 1.19M (5.77%) | 13.13K Increased by +1.10% | Mar 31, 25 |
| 7 | River Road Asset Management, LLC | 980.53K (4.75%) | -17.05K Decreased by -1.74% | Mar 31, 25 |
| 8 | LSV Asset Management | 958.31K (4.65%) | -40.20K Decreased by -4.19% | Mar 31, 25 |
| 9 | Charles Schwab Investment Management Inc | 862.69K (4.18%) | 585.08K Increased by +67.82% | Mar 31, 25 |
| 10 | Barnes, Bonner, Castles | 665.98K (3.23%) | 4.45K Increased by +0.67% | Mar 31, 25 |
| 11 | Vanguard Group Inc | 556.70K (2.70%) | 11.02K Increased by +1.98% | Mar 31, 25 |
| 12 | Rhumbline Advisers | 529.86K (2.57%) | 450.84K Increased by +85.09% | Jun 30, 24 |
| 13 | Donald Smith & Co Inc | 517.78K (2.51%) | -1.13K Decreased by -0.22% | Dec 31, 24 |
| 14 | State Street Corporation | 490.86K (2.38%) | 86.83K Increased by +17.69% | Mar 31, 24 |
| 15 | Dimensional Fund Advisors, Inc. | 475.90K (2.31%) | -277.15K Decreased by -58.24% | Dec 31, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 444.64K (2.16%) | 66.28K Increased by +14.91% | Mar 31, 25 |
| 17 | State Street Corp | 427.25K (2.07%) | -32.22K Decreased by -7.54% | Mar 31, 25 |
| 18 | Goldman Sachs Group Inc | 352.00K (1.71%) | 2.47K Increased by +0.70% | Mar 31, 25 |
| 19 | Geode Capital Management, LLC | 334.02K (1.62%) | 11.55K Increased by +3.46% | Mar 31, 25 |
| 20 | Private Management Group Inc | 329.78K (1.60%) | -7.57K Decreased by -2.30% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | WisdomTree US MidCap Dividend ETF | 906.25K (4.39%) | 0.00 Increased by 0.00% | May 30, 25 |
| 2 | First Trust Value Line® Dividend ETF | 851.10K (4.13%) | 27.20K Increased by +3.20% | May 29, 25 |
| 3 | JPM US Value Advantage-MA | 803.10K (3.89%) | 774.72K Increased by +96.47% | Sep 30, 23 |
| 4 | JPMorgan Value Advantage L | 655.33K (3.18%) | -271.10K Decreased by -41.37% | Aug 31, 24 |
| 5 | Schwab US Dividend Equity ETF™ | 621.57K (3.01%) | 396.00 Increased by +0.06% | May 31, 25 |
| 6 | Donald Smith & Co. All Eq Accounts Comp | 513.25K (2.49%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | Donald Smith & Co. Md-Cap Val Eq | 513.25K (2.49%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | Vanguard Selected Value Inv | 513.25K (2.49%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 342.77K (1.66%) | 670.00 Increased by +0.20% | Apr 30, 25 |
| 10 | BlackRock Global Equity Mkt Netrl Instl | 224.55K (1.09%) | 56.96K Increased by +25.37% | Apr 30, 25 |
| 11 | JPMCB Value Advantage Inv | 154.37K (0.75%) | 6.56K Increased by +4.25% | Jun 30, 24 |
| 12 | Fidelity® Extended Market Index | 150.97K (0.73%) | 2.63K Increased by +1.74% | Nov 30, 23 |
| 13 | Strategic Advisers® Small-Mid Cap | 148.63K (0.72%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 14 | Strategic Advisers Small-Mid Cap | 147.98K (0.72%) | -31.52K Decreased by -21.30% | Jul 31, 24 |
| 15 | Strategic Advisers U.S. Total Stock | 147.98K (0.72%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 16 | Strategic Advisers U.S. Total Stock{mg} | 147.98K (0.72%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | Schwab Fundamental US Small Company ETF | 144.21K (0.70%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | Bridge Builder Large Cap Value | 139.74K (0.68%) | 0.00 Increased by 0.00% | May 31, 25 |
| 19 | State St Russell Sm/Mid Cp® Indx SL Cl I | 139.07K (0.67%) | 8.40K Increased by +6.04% | May 31, 25 |
| 20 | WisdomTree US High Dividend ETF | 131.45K (0.64%) | 0.00 Increased by 0.00% | May 30, 25 |