| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 568.07K (1.10%) | -10.85K Decreased by -1.91% | Mar 31, 25 |
| 2 | BlackRock Inc | 535.76K (1.04%) | 2.30K Increased by +0.43% | Mar 31, 25 |
| 3 | JONES FINANCIAL COMPANIES LLLP | 502.06K (0.97%) | 501.87K Increased by +99.96% | Mar 31, 25 |
| 4 | NORGES BANK | 225.73K (0.44%) | -80.81K Decreased by -35.80% | Dec 31, 24 |
| 5 | Boston Partners Global Investors, Inc | 200.52K (0.39%) | 174.71K Increased by +87.13% | Mar 31, 25 |
| 6 | State Street Corp | 184.55K (0.36%) | 2.56K Increased by +1.38% | Mar 31, 25 |
| 7 | GAMMA Investing LLC | 182.25K (0.35%) | 182.15K Increased by +99.94% | Mar 31, 25 |
| 8 | State Street Corporation | 169.32K (0.33%) | 6.15K Increased by +3.63% | Mar 31, 24 |
| 9 | International Assets Investment Management, LLC | 152.71K (0.30%) | 152.50K Increased by +99.87% | Sep 30, 24 |
| 10 | Diversified Trust Co | 146.25K (0.28%) | 6.00 Increased by +0.00% | Mar 31, 25 |
| 11 | Geode Capital Management, LLC | 132.48K (0.26%) | 3.67K Increased by +2.77% | Mar 31, 25 |
| 12 | Amvescap Plc. | 125.00K (0.24%) | 31.20K Increased by +24.96% | Dec 31, 24 |
| 13 | Dimensional Fund Advisors, Inc. | 105.74K (0.20%) | -10.71K Decreased by -10.13% | Mar 31, 25 |
| 14 | AQR Capital Management LLC | 86.52K (0.17%) | 12.07K Increased by +13.95% | Mar 31, 25 |
| 15 | T. Rowe Price Investment Management,Inc. | 81.16K (0.16%) | -106.98K Decreased by -131.81% | Dec 31, 23 |
| 16 | Millennium Management LLC | 73.57K (0.14%) | -30.31K Decreased by -41.20% | Dec 31, 24 |
| 17 | T. Rowe Price Associates, Inc. | 70.55K (0.14%) | -427.00 Decreased by -0.61% | Mar 31, 25 |
| 18 | FMR Inc | 66.77K (0.13%) | -64.74K Decreased by -96.96% | Mar 31, 25 |
| 19 | Bank of New York Mellon Corp | 60.81K (0.12%) | 2.54K Increased by +4.19% | Mar 31, 25 |
| 20 | Charles Schwab Investment Management Inc | 53.44K (0.10%) | 1.50K Increased by +2.80% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Macquarie Income Opportunities | 726.60K (1.41%) | 3.78K Increased by +0.52% | Jun 30, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 190.85K (0.37%) | -617.00 Decreased by -0.32% | Apr 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 160.88K (0.31%) | 1.56K Increased by +0.97% | Apr 30, 25 |
| 4 | Vanguard US Total Market Shares ETF | 159.42K (0.31%) | 132.00 Increased by +0.08% | Sep 30, 24 |
| 5 | JHancock Disciplined Value Mid Cap I | 136.22K (0.26%) | 29.93K Increased by +21.97% | Mar 31, 25 |
| 6 | Vanguard Small Cap Index | 125.86K (0.24%) | 741.00 Increased by +0.59% | Apr 30, 25 |
| 7 | iShares Russell 2000 ETF | 111.57K (0.22%) | -893.00 Decreased by -0.80% | Apr 30, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 91.19K (0.18%) | 426.00 Increased by +0.47% | Apr 30, 25 |
| 9 | Vanguard Small Cap Growth Index Inv | 70.08K (0.14%) | -66.00 Decreased by -0.09% | Apr 30, 25 |
| 10 | First Trust SMID Cp Rising Div Achv ETF | 53.67K (0.10%) | 48.00 Increased by +0.09% | Apr 30, 25 |
| 11 | Hennessy Cornerstone Mid Cap 30 Inv | 50.26K (0.10%) | 6.30K Increased by +12.54% | Sep 30, 24 |
| 12 | Fidelity Small Cap Index | 49.88K (0.10%) | 2.20K Increased by +4.41% | Jun 30, 24 |
| 13 | T. Rowe Price Integrated US Sm Gr Eq | 49.20K (0.10%) | -1.70K Decreased by -3.46% | Mar 31, 25 |
| 14 | T. Rowe Price Integrated US SmCapGrEq | 49.20K (0.10%) | -52.59K Decreased by -106.91% | Mar 31, 25 |
| 15 | Invesco S&P MidCap Quality ETF | 48.79K (0.09%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 46.55K (0.09%) | -522.00 Decreased by -1.12% | Apr 30, 25 |
| 17 | Fidelity® Small Cap Index | 46.08K (0.09%) | 1.24K Increased by +2.68% | Oct 31, 23 |
| 18 | T. Rowe Price Small-Cap Value | 40.37K (0.08%) | -23.50K Decreased by -58.21% | Dec 31, 23 |
| 19 | iShares Russell 2000 Growth ETF | 40.33K (0.08%) | -96.00 Decreased by -0.24% | Apr 30, 24 |
| 20 | T. Rowe Price Small-Cap Stock | 38.65K (0.07%) | -2.70K Decreased by -6.99% | Sep 30, 23 |