| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Loews Corp | 248.41M (1.18 K%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | JPMorgan Chase & Co | 1.52M (7.22%) | 41.38K Increased by +2.72% | Mar 31, 24 |
| 3 | BlackRock Inc | 1.50M (7.13%) | -176.83K Decreased by -11.78% | Sep 30, 24 |
| 4 | AQR Capital Management LLC | 1.37M (6.52%) | 218.88K Increased by +15.96% | Sep 30, 24 |
| 5 | First Trust Advisors L.P. | 1.24M (5.88%) | 139.90K Increased by +11.30% | Sep 30, 24 |
| 6 | Bank of New York Mellon Corp | 1.18M (5.59%) | 468.06K Increased by +39.76% | Dec 31, 24 |
| 7 | LSV Asset Management | 1.00M (4.77%) | -119.30K Decreased by -11.88% | Sep 30, 24 |
| 8 | River Road Asset Management, LLC | 997.59K (4.74%) | -14.90K Decreased by -1.49% | Dec 31, 24 |
| 9 | Barnes, Bonner, Castles | 661.53K (3.14%) | 11.60K Increased by +1.75% | Dec 31, 24 |
| 10 | Arrowstreet Capital Limited Partnership | 594.75K (2.83%) | 394.91K Increased by +66.40% | Mar 31, 24 |
| 11 | Vanguard Group Inc | 563.14K (2.68%) | -51.34K Decreased by -9.12% | Sep 30, 24 |
| 12 | Rhumbline Advisers | 529.86K (2.52%) | 450.84K Increased by +85.09% | Jun 30, 24 |
| 13 | Donald Smith & Co Inc | 518.90K (2.47%) | -596.47K Decreased by -114.95% | Sep 30, 24 |
| 14 | State Street Corporation | 490.86K (2.33%) | 86.83K Increased by +17.69% | Mar 31, 24 |
| 15 | Dimensional Fund Advisors, Inc. | 475.90K (2.26%) | -277.15K Decreased by -58.24% | Dec 31, 23 |
| 16 | State Street Corp | 458.76K (2.18%) | -32.91K Decreased by -7.17% | Sep 30, 24 |
| 17 | Goldman Sachs Group Inc | 388.01K (1.84%) | -401.02K Decreased by -103.35% | Mar 31, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 339.82K (1.61%) | -340.87K Decreased by -100.31% | Sep 30, 24 |
| 19 | Private Management Group Inc | 329.78K (1.57%) | -7.57K Decreased by -2.30% | Dec 31, 24 |
| 20 | Deroy & Devereaux Private Invmt Coun Inc | 310.42K (1.48%) | -25.05K Decreased by -8.07% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | WisdomTree US MidCap Dividend ETF | 894.61K (4.25%) | 609.00 Increased by +0.07% | Jan 31, 25 |
| 2 | First Trust Value Line® Dividend ETF | 847.98K (4.03%) | -603.00 Decreased by -0.07% | Jan 30, 25 |
| 3 | JPM US Value Advantage-MA | 803.10K (3.82%) | 774.72K Increased by +96.47% | Sep 30, 23 |
| 4 | JPMorgan Value Advantage L | 655.33K (3.11%) | -271.10K Decreased by -41.37% | Aug 31, 24 |
| 5 | First Trust Financials AlphaDEX® ETF | 590.82K (2.81%) | -747.00 Decreased by -0.13% | Jan 30, 25 |
| 6 | Donald Smith & Co. All Eq Accounts Comp | 513.25K (2.44%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | Donald Smith & Co. Md-Cap Val Eq | 513.25K (2.44%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | Vanguard Selected Value Inv | 513.25K (2.44%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 317.37K (1.51%) | -17.06K Decreased by -5.38% | Dec 31, 24 |
| 10 | State St Russell Sm/Mid Cp® Indx NL Cl C | 168.58K (0.80%) | -16.20K Decreased by -9.61% | Dec 31, 24 |
| 11 | JPMCB Value Advantage Inv | 154.37K (0.73%) | 6.56K Increased by +4.25% | Jun 30, 24 |
| 12 | BlackRock Global Equity Mkt Netrl Instl | 151.86K (0.72%) | -8.25K Decreased by -5.43% | Dec 31, 24 |
| 13 | Fidelity® Extended Market Index | 150.97K (0.72%) | 2.63K Increased by +1.74% | Nov 30, 23 |
| 14 | Strategic Advisers® Small-Mid Cap | 148.63K (0.71%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | Strategic Advisers Small-Mid Cap | 147.98K (0.70%) | -31.52K Decreased by -21.30% | Jul 31, 24 |
| 16 | Strategic Advisers U.S. Total Stock | 147.98K (0.70%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 17 | Strategic Advisers U.S. Total Stock{mg} | 147.98K (0.70%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | Schwab Fundamental US Small Company ETF | 144.21K (0.69%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | Bridge Builder Large Cap Value | 139.74K (0.66%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 20 | WisdomTree US High Dividend ETF | 123.66K (0.59%) | 0.00 Increased by 0.00% | Jan 31, 25 |