| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Loews Corp | 248.41M (1.23 K%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | AQR Capital Management LLC | 1.94M (9.60%) | 567.93K Increased by +29.28% | Dec 31, 24 |
| 3 | BlackRock Inc | 1.52M (7.54%) | 22.60K Increased by +1.48% | Dec 31, 24 |
| 4 | JPMorgan Chase & Co | 1.52M (7.52%) | 41.38K Increased by +2.72% | Mar 31, 24 |
| 5 | First Trust Advisors L.P. | 1.49M (7.36%) | 249.35K Increased by +16.77% | Dec 31, 24 |
| 6 | Bank of New York Mellon Corp | 1.18M (5.83%) | 468.06K Increased by +39.76% | Dec 31, 24 |
| 7 | LSV Asset Management | 998.51K (4.94%) | -6.00K Decreased by -0.60% | Dec 31, 24 |
| 8 | River Road Asset Management, LLC | 997.59K (4.94%) | -14.90K Decreased by -1.49% | Dec 31, 24 |
| 9 | Barnes, Bonner, Castles | 661.53K (3.27%) | 11.60K Increased by +1.75% | Dec 31, 24 |
| 10 | Vanguard Group Inc | 545.68K (2.70%) | -17.46K Decreased by -3.20% | Dec 31, 24 |
| 11 | Rhumbline Advisers | 529.86K (2.62%) | 450.84K Increased by +85.09% | Jun 30, 24 |
| 12 | Donald Smith & Co Inc | 517.78K (2.56%) | -1.13K Decreased by -0.22% | Dec 31, 24 |
| 13 | State Street Corporation | 490.86K (2.43%) | 86.83K Increased by +17.69% | Mar 31, 24 |
| 14 | Dimensional Fund Advisors, Inc. | 475.90K (2.36%) | -277.15K Decreased by -58.24% | Dec 31, 23 |
| 15 | State Street Corp | 459.46K (2.27%) | 706.00 Increased by +0.15% | Dec 31, 24 |
| 16 | Morgan Stanley - Brokerage Accounts | 378.35K (1.87%) | 38.53K Increased by +10.18% | Dec 31, 24 |
| 17 | Arrowstreet Capital Limited Partnership | 363.39K (1.80%) | 97.18K Increased by +26.74% | Dec 31, 24 |
| 18 | Goldman Sachs Group Inc | 349.53K (1.73%) | 115.89K Increased by +33.16% | Dec 31, 24 |
| 19 | Private Management Group Inc | 329.78K (1.63%) | -7.57K Decreased by -2.30% | Dec 31, 24 |
| 20 | Geode Capital Management, LLC | 322.47K (1.60%) | 24.45K Increased by +7.58% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | WisdomTree US MidCap Dividend ETF | 891.56K (4.41%) | -610.00 Decreased by -0.07% | Feb 28, 25 |
| 2 | First Trust Value Line® Dividend ETF | 876.00K (4.34%) | -2.11K Decreased by -0.24% | Feb 27, 25 |
| 3 | JPM US Value Advantage-MA | 803.10K (3.98%) | 774.72K Increased by +96.47% | Sep 30, 23 |
| 4 | JPMorgan Value Advantage L | 655.33K (3.24%) | -271.10K Decreased by -41.37% | Aug 31, 24 |
| 5 | First Trust Financials AlphaDEX® ETF | 607.28K (3.01%) | 2.99K Increased by +0.49% | Feb 27, 25 |
| 6 | Donald Smith & Co. All Eq Accounts Comp | 513.25K (2.54%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | Donald Smith & Co. Md-Cap Val Eq | 513.25K (2.54%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | Vanguard Selected Value Inv | 513.25K (2.54%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 328.64K (1.63%) | 11.11K Increased by +3.38% | Feb 28, 25 |
| 10 | BlackRock Global Equity Mkt Netrl Instl | 189.98K (0.94%) | -6.34K Decreased by -3.34% | Feb 28, 25 |
| 11 | State St Russell Sm/Mid Cp® Indx NL Cl C | 168.58K (0.83%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 12 | JPMCB Value Advantage Inv | 154.37K (0.76%) | 6.56K Increased by +4.25% | Jun 30, 24 |
| 13 | Fidelity® Extended Market Index | 150.97K (0.75%) | 2.63K Increased by +1.74% | Nov 30, 23 |
| 14 | Strategic Advisers® Small-Mid Cap | 148.63K (0.74%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | Strategic Advisers Small-Mid Cap | 147.98K (0.73%) | -31.52K Decreased by -21.30% | Jul 31, 24 |
| 16 | Strategic Advisers U.S. Total Stock | 147.98K (0.73%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 17 | Strategic Advisers U.S. Total Stock{mg} | 147.98K (0.73%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | Schwab Fundamental US Small Company ETF | 144.21K (0.71%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | Bridge Builder Large Cap Value | 139.74K (0.69%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 20 | Schwab Fundamental U.S. Small CompanyETF | 123.20K (0.61%) | 0.00 Increased by 0.00% | Feb 28, 25 |