| 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 | 3.04M (14.84%) | 253.49K Increased by +8.34% | Mar 31, 26 |
| 3 | First Trust Advisors L.P. | 2.10M (10.26%) | 540.45K Increased by +25.72% | Mar 31, 26 |
| 4 | BlackRock Inc | 1.78M (8.71%) | 148.10K Increased by +8.31% | Mar 31, 26 |
| 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 | Two Sigma Investments LLC | 882.03K (4.31%) | 344.49K Increased by +39.06% | Mar 31, 26 |
| 8 | LSV Asset Management | 870.39K (4.25%) | -87.92K Decreased by -10.10% | Jun 30, 25 |
| 9 | River Road Asset Management, LLC | 848.20K (4.14%) | 4.48K Increased by +0.53% | Mar 31, 26 |
| 10 | Charles Schwab Investment Management Inc | 757.13K (3.70%) | -133.82K Decreased by -17.67% | Mar 31, 26 |
| 11 | Barnes, Bonner, Castles | 730.22K (3.57%) | 10.05K Increased by +1.38% | Mar 31, 26 |
| 12 | Northern Trust Corp | 696.41K (3.40%) | 378.60K Increased by +54.37% | Jun 30, 25 |
| 13 | UBS Group AG | 689.47K (3.37%) | 285.85K Increased by +41.46% | Sep 30, 25 |
| 14 | Quantinno Capital Management LP | 685.25K (3.35%) | 225.03K Increased by +32.84% | Mar 31, 26 |
| 15 | Gotham Asset Management, LLC | 618.87K (3.02%) | 126.28K Increased by +20.40% | Mar 31, 26 |
| 16 | Millennium Management LLC | 616.85K (3.01%) | 11.88K Increased by +1.93% | Dec 31, 25 |
| 17 | Vanguard Group Inc | 578.00K (2.82%) | 31.46K Increased by +5.44% | Dec 31, 25 |
| 18 | Donald Smith & Co Inc | 517.78K (2.53%) | -1.13K Decreased by -0.22% | Dec 31, 24 |
| 19 | State Street Corp | 510.62K (2.49%) | 37.76K Increased by +7.39% | Mar 31, 26 |
| 20 | Rhumbline Advisers | 495.86K (2.42%) | 422.74K Increased by +85.25% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 973.78K (4.75%) | -2.42K Decreased by -0.25% | May 31, 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 | 748.15K (3.65%) | -666.00 Decreased by -0.09% | May 31, 26 |
| 5 | JPMorgan Value Advantage L | 655.33K (3.20%) | -271.10K Decreased by -41.37% | Aug 31, 24 |
| 6 | Schwab US Dividend Equity ETF™ | 513.63K (2.51%) | 912.00 Increased by +0.18% | May 30, 26 |
| 7 | Donald Smith & Co. All Eq Accounts Comp | 513.25K (2.51%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | Donald Smith & Co. Md-Cap Val Eq | 513.25K (2.51%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Vanguard Selected Value Inv | 513.25K (2.51%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 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 | 269.72K (1.32%) | -1.55K Decreased by -0.58% | May 31, 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 | 245.61K (1.20%) | 4.34K Increased by +1.77% | Apr 30, 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 | 194.37K (0.95%) | 0.00 Increased by 0.00% | May 29, 26 |
| 17 | Strategic Advisers U.S. Total Stock | 163.83K (0.80%) | 200.00 Increased by +0.12% | Apr 30, 26 |
| 18 | State St Russell Sm/Mid Cp® Indx SL Cl I | 155.19K (0.76%) | 0.00 Increased by 0.00% | May 31, 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 |