| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Loews Corp | 248.41M (1.25 K%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 2 | AQR Capital Management LLC | 2.78M (13.98%) | 354.08K Increased by +12.72% | Dec 31, 25 |
| 3 | First Trust Advisors L.P. | 1.56M (7.83%) | 376.75K Increased by +24.14% | Dec 31, 25 |
| 4 | BlackRock Inc | 1.55M (7.80%) | -145.48K Decreased by -9.36% | Sep 30, 25 |
| 5 | JPMorgan Chase & Co | 1.52M (7.63%) | 41.38K Increased by +2.72% | Mar 31, 24 |
| 6 | Bank of New York Mellon Corp | 1.20M (6.00%) | -303.53K Decreased by -25.37% | Sep 30, 25 |
| 7 | Charles Schwab Investment Management Inc | 890.95K (4.47%) | 2.35K Increased by +0.26% | Dec 31, 25 |
| 8 | LSV Asset Management | 870.39K (4.37%) | -87.92K Decreased by -10.10% | Jun 30, 25 |
| 9 | River Road Asset Management, LLC | 843.72K (4.24%) | -20.10K Decreased by -2.38% | Dec 31, 25 |
| 10 | Barnes, Bonner, Castles | 720.16K (3.62%) | 18.28K Increased by +2.54% | Dec 31, 25 |
| 11 | Northern Trust Corp | 696.41K (3.50%) | 378.60K Increased by +54.37% | Jun 30, 25 |
| 12 | UBS Group AG | 689.47K (3.46%) | 285.85K Increased by +41.46% | Sep 30, 25 |
| 13 | Millennium Management LLC | 616.85K (3.10%) | 11.88K Increased by +1.93% | Dec 31, 25 |
| 14 | Vanguard Group Inc | 578.00K (2.90%) | 31.46K Increased by +5.44% | Dec 31, 25 |
| 15 | Two Sigma Investments LLC | 537.55K (2.70%) | 111.77K Increased by +20.79% | Dec 31, 25 |
| 16 | Donald Smith & Co Inc | 517.78K (2.60%) | -1.13K Decreased by -0.22% | Dec 31, 24 |
| 17 | State Street Corp | 517.22K (2.60%) | 117.65K Increased by +22.75% | Sep 30, 25 |
| 18 | Rhumbline Advisers | 495.86K (2.49%) | 422.74K Increased by +85.25% | Jun 30, 25 |
| 19 | Jacobs Levy Equity Management, Inc. | 495.60K (2.49%) | -160.46K Decreased by -32.38% | Dec 31, 25 |
| 20 | Torray Investment Partners LLC | 493.40K (2.48%) | -9.21K Decreased by -1.87% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 952.02K (4.78%) | 930.00 Increased by +0.10% | Mar 31, 26 |
| 2 | WisdomTree US MidCap Dividend ETF | 903.83K (4.54%) | -631.00 Decreased by -0.07% | Aug 29, 25 |
| 3 | JPM US Value Advantage-MA | 803.10K (4.03%) | 774.72K Increased by +96.47% | Sep 30, 23 |
| 4 | First Trust Value Line® Dividend ETF | 745.48K (3.74%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 5 | JPMorgan Value Advantage L | 655.33K (3.29%) | -271.10K Decreased by -41.37% | Aug 31, 24 |
| 6 | Donald Smith & Co. All Eq Accounts Comp | 513.25K (2.58%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | Donald Smith & Co. Md-Cap Val Eq | 513.25K (2.58%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | Vanguard Selected Value Inv | 513.25K (2.58%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Schwab US Dividend Equity ETF™ | 487.51K (2.45%) | 736.00 Increased by +0.15% | Mar 31, 26 |
| 10 | Torray Equity Income Fund | 375.00K (1.88%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 11 | Torray Fund | 331.00K (1.66%) | 331.00K Increased by +100.00% | Jun 30, 25 |
| 12 | BlackRock Global Equity Mkt Netrl Instl | 247.61K (1.24%) | 20.54K Increased by +8.30% | Jun 30, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 234.19K (1.18%) | 4.88K Increased by +2.08% | Feb 28, 26 |
| 14 | AQR Long-Short Equity I | 228.62K (1.15%) | 37.81K Increased by +16.54% | Dec 31, 25 |
| 15 | First Trust Financials AlphaDEX® ETF | 223.67K (1.12%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 16 | VictoryShares US EQ Inc Enh Vol Wtd ETF | 198.00K (0.99%) | -980.00 Decreased by -0.49% | Mar 31, 26 |
| 17 | Strategic Advisers U.S. Total Stock | 162.15K (0.81%) | 13.97K Increased by +8.61% | Feb 28, 26 |
| 18 | JPMCB Value Advantage Inv | 154.37K (0.77%) | 6.56K Increased by +4.25% | Jun 30, 24 |
| 19 | Fidelity® Extended Market Index | 150.97K (0.76%) | 2.63K Increased by +1.74% | Nov 30, 23 |
| 20 | Strategic Advisers® Small-Mid Cap | 148.63K (0.75%) | 0.00 Increased by 0.00% | Oct 31, 23 |