| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Diversified Trust Co | 1.46M (2.85%) | -53.00 Decreased by -0.00% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 568.07K (1.11%) | -10.85K Decreased by -1.91% | Mar 31, 25 |
| 3 | BlackRock Inc | 535.76K (1.04%) | 2.30K Increased by +0.43% | Mar 31, 25 |
| 4 | JONES FINANCIAL COMPANIES LLLP | 502.06K (0.98%) | 501.87K Increased by +99.96% | Mar 31, 25 |
| 5 | NORGES BANK | 225.73K (0.44%) | -80.81K Decreased by -35.80% | Dec 31, 24 |
| 6 | Boston Partners Global Investors, Inc | 200.52K (0.39%) | 174.71K Increased by +87.13% | Mar 31, 25 |
| 7 | State Street Corp | 184.55K (0.36%) | 2.56K Increased by +1.38% | Mar 31, 25 |
| 8 | GAMMA Investing LLC | 182.25K (0.36%) | 182.15K Increased by +99.94% | Mar 31, 25 |
| 9 | State Street Corporation | 169.32K (0.33%) | 6.15K Increased by +3.63% | Mar 31, 24 |
| 10 | International Assets Investment Management, LLC | 152.71K (0.30%) | 152.50K Increased by +99.87% | Sep 30, 24 |
| 11 | Geode Capital Management, LLC | 132.48K (0.26%) | 3.67K Increased by +2.77% | Mar 31, 25 |
| 12 | Amvescap Plc. | 111.96K (0.22%) | -13.04K Decreased by -11.65% | Mar 31, 25 |
| 13 | Dimensional Fund Advisors, Inc. | 105.74K (0.21%) | -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 | T. Rowe Price Associates, Inc. | 70.55K (0.14%) | -427.00 Decreased by -0.61% | Mar 31, 25 |
| 17 | FMR Inc | 66.77K (0.13%) | -64.74K Decreased by -96.96% | Mar 31, 25 |
| 18 | First Trust Advisors L.P. | 65.04K (0.13%) | 54.74K Increased by +84.17% | 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 | iShares Core S&P Mid-Cap ETF | 1.91M (3.72%) | 992.00 Increased by +0.05% | Jun 30, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.61M (3.14%) | 1.14K Increased by +0.07% | May 31, 25 |
| 3 | JHancock Disciplined Value Mid Cap I | 1.34M (2.61%) | -25.50K Decreased by -1.91% | May 31, 25 |
| 4 | Vanguard Small Cap Index | 1.26M (2.46%) | 6.05K Increased by +0.48% | May 31, 25 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 919.20K (1.79%) | 7.28K Increased by +0.79% | May 31, 25 |
| 6 | Macquarie Income Opportunities | 726.60K (1.42%) | 3.78K Increased by +0.52% | Jun 30, 24 |
| 7 | Vanguard Small Cap Growth Index Inv | 696.97K (1.36%) | -3.85K Decreased by -0.55% | May 31, 25 |
| 8 | First Trust SMID Cp Rising Div Achv ETF | 535.40K (1.04%) | 1.04K Increased by +0.19% | Jun 30, 25 |
| 9 | Invesco S&P MidCap Quality ETF | 481.85K (0.94%) | 0.00 Increased by 0.00% | May 30, 25 |
| 10 | SPDR® S&P MIDCAP 400 ETF Trust | 460.26K (0.90%) | 5.14K Increased by +1.12% | Jun 30, 25 |
| 11 | iShares S&P Mid-Cap 400 Growth ETF | 339.49K (0.66%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Fidelity Extended Market Index | 321.25K (0.63%) | -5.11K Decreased by -1.59% | May 31, 25 |
| 13 | State St Russell Sm/Mid Cp® Indx SL Cl I | 289.44K (0.56%) | -65.60K Decreased by -22.66% | Jun 30, 25 |
| 14 | State St S&P Midcap® Indx SL Cl II | 267.46K (0.52%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | T. Rowe Price Integrated US Sm Gr Eq | 265.19K (0.52%) | -144.76K Decreased by -54.59% | Jun 30, 25 |
| 16 | T. Rowe Price Integrated US SmCapGrEq | 265.19K (0.52%) | -226.76K Decreased by -85.51% | Jun 30, 25 |
| 17 | SPDR® Portfolio S&P 400™ Mid Cap ETF | 264.85K (0.52%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Invesco S&P MidCap Momentum ETF | 255.81K (0.50%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | Vanguard Consumer Staples ETF | 234.25K (0.46%) | -336.00 Decreased by -0.14% | May 31, 25 |
| 20 | Carillon Scout Mid Cap I | 225.41K (0.44%) | 57.24K Increased by +25.39% | Jun 30, 25 |