| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Loews Corp | 248.41M (1.21 K%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 2 | AQR Capital Management LLC | 2.78M (13.60%) | 354.08K Increased by +12.72% | Dec 31, 25 |
| 3 | BlackRock Inc | 1.64M (7.98%) | 80.93K Increased by +4.95% | Dec 31, 25 |
| 4 | First Trust Advisors L.P. | 1.56M (7.62%) | 376.75K Increased by +24.14% | Dec 31, 25 |
| 5 | JPMorgan Chase & Co | 1.52M (7.42%) | 41.38K Increased by +2.72% | Mar 31, 24 |
| 6 | Bank of New York Mellon Corp | 1.20M (5.84%) | -303.53K Decreased by -25.37% | Sep 30, 25 |
| 7 | Charles Schwab Investment Management Inc | 890.95K (4.35%) | 2.35K Increased by +0.26% | Dec 31, 25 |
| 8 | LSV Asset Management | 870.39K (4.25%) | -87.92K Decreased by -10.10% | Jun 30, 25 |
| 9 | River Road Asset Management, LLC | 843.72K (4.12%) | -20.10K Decreased by -2.38% | Dec 31, 25 |
| 10 | Barnes, Bonner, Castles | 730.22K (3.57%) | 10.05K Increased by +1.38% | Mar 31, 26 |
| 11 | Northern Trust Corp | 696.41K (3.40%) | 378.60K Increased by +54.37% | Jun 30, 25 |
| 12 | UBS Group AG | 689.47K (3.37%) | 285.85K Increased by +41.46% | Sep 30, 25 |
| 13 | Millennium Management LLC | 616.85K (3.01%) | 11.88K Increased by +1.93% | Dec 31, 25 |
| 14 | Vanguard Group Inc | 578.00K (2.82%) | 31.46K Increased by +5.44% | Dec 31, 25 |
| 15 | Two Sigma Investments LLC | 537.55K (2.62%) | 111.77K Increased by +20.79% | Dec 31, 25 |
| 16 | Donald Smith & Co Inc | 517.78K (2.53%) | -1.13K Decreased by -0.22% | Dec 31, 24 |
| 17 | Rhumbline Advisers | 495.86K (2.42%) | 422.74K Increased by +85.25% | Jun 30, 25 |
| 18 | Jacobs Levy Equity Management, Inc. | 495.60K (2.42%) | -160.46K Decreased by -32.38% | Dec 31, 25 |
| 19 | Torray Investment Partners LLC | 493.40K (2.41%) | -9.21K Decreased by -1.87% | Dec 31, 25 |
| 20 | Gotham Asset Management, LLC | 492.59K (2.41%) | 171.77K Increased by +34.87% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 963.92K (4.71%) | 1.30K Increased by +0.14% | Apr 30, 26 |
| 2 | WisdomTree US MidCap Dividend ETF | 903.83K (4.41%) | -631.00 Decreased by -0.07% | Aug 29, 25 |
| 3 | JPM US Value Advantage-MA | 803.10K (3.92%) | 774.72K Increased by +96.47% | Sep 30, 23 |
| 4 | First Trust Value Line® Dividend ETF | 727.40K (3.55%) | -639.00 Decreased by -0.09% | Apr 30, 26 |
| 5 | JPMorgan Value Advantage L | 655.33K (3.20%) | -271.10K Decreased by -41.37% | Aug 31, 24 |
| 6 | Donald Smith & Co. All Eq Accounts Comp | 513.25K (2.51%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | Donald Smith & Co. Md-Cap Val Eq | 513.25K (2.51%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | Vanguard Selected Value Inv | 513.25K (2.51%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Schwab US Dividend Equity ETF™ | 500.14K (2.44%) | 392.00 Increased by +0.08% | Apr 30, 26 |
| 10 | Torray Equity Income Fund | 350.00K (1.71%) | -25.00K Decreased by -7.14% | Mar 31, 26 |
| 11 | Torray Fund | 331.00K (1.62%) | 331.00K Increased by +100.00% | Jun 30, 25 |
| 12 | First Trust Financials AlphaDEX® ETF | 277.64K (1.36%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 13 | BlackRock Global Equity Mkt Netrl Instl | 247.61K (1.21%) | 20.54K Increased by +8.30% | Jun 30, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 241.27K (1.18%) | 7.08K Increased by +2.93% | Mar 31, 26 |
| 15 | AQR Long-Short Equity I | 228.59K (1.12%) | -38.00 Decreased by -0.02% | Mar 31, 26 |
| 16 | VictoryShares US EQ Inc Enh Vol Wtd ETF | 196.04K (0.96%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 17 | Strategic Advisers U.S. Total Stock | 163.63K (0.80%) | 1.48K Increased by +0.90% | Mar 31, 26 |
| 18 | State St Russell Sm/Mid Cp® Indx SL Cl I | 155.19K (0.76%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 19 | JPMCB Value Advantage Inv | 154.37K (0.75%) | 6.56K Increased by +4.25% | Jun 30, 24 |
| 20 | Fidelity® Extended Market Index | 150.97K (0.74%) | 2.63K Increased by +1.74% | Nov 30, 23 |