| 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. | 111.96K (0.22%) | -13.04K Decreased by -11.65% | Mar 31, 25 |
| 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 | 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 | Bank of New York Mellon Corp | 60.81K (0.12%) | 2.54K Increased by +4.19% | Mar 31, 25 |
| 19 | Charles Schwab Investment Management Inc | 53.44K (0.10%) | 1.50K Increased by +2.80% | Mar 31, 25 |
| 20 | LSV Asset Management | 53.22K (0.10%) | 45.00 Increased by +0.08% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.91M (3.71%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | Macquarie Income Opportunities | 726.60K (1.41%) | 3.78K Increased by +0.52% | Jun 30, 24 |
| 3 | First Trust SMID Cp Rising Div Achv ETF | 536.19K (1.04%) | 812.00 Increased by +0.15% | May 29, 25 |
| 4 | Invesco S&P MidCap Quality ETF | 481.85K (0.93%) | 0.00 Increased by 0.00% | May 30, 25 |
| 5 | State St Russell Sm/Mid Cp® Indx SL Cl I | 355.04K (0.69%) | 9.10K Increased by +2.56% | May 31, 25 |
| 6 | iShares S&P Mid-Cap 400 Growth ETF | 341.54K (0.66%) | 0.00 Increased by 0.00% | May 31, 25 |
| 7 | State St S&P Midcap® Indx SL Cl II | 267.46K (0.52%) | 0.00 Increased by 0.00% | May 31, 25 |
| 8 | SPDR® Portfolio S&P 400™ Mid Cap ETF | 261.57K (0.51%) | 0.00 Increased by 0.00% | May 30, 25 |
| 9 | Invesco S&P MidCap Momentum ETF | 252.91K (0.49%) | 249.00 Increased by +0.10% | May 30, 25 |
| 10 | iShares Russell Mid-Cap ETF | 208.46K (0.40%) | 0.00 Increased by 0.00% | May 31, 25 |
| 11 | Russell 1000 Index Fund | 190.76K (0.37%) | -12.08K Decreased by -6.33% | May 31, 25 |
| 12 | Bridge Builder Small/Mid Cap Value | 161.32K (0.31%) | 0.00 Increased by 0.00% | May 31, 25 |
| 13 | Vanguard Total Stock Mkt Idx Inv | 160.88K (0.31%) | 1.56K Increased by +0.97% | Apr 30, 25 |
| 14 | Vanguard US Total Market Shares ETF | 159.42K (0.31%) | 132.00 Increased by +0.08% | Sep 30, 24 |
| 15 | Schwab US Mid-Cap ETF™ | 156.54K (0.30%) | 0.00 Increased by 0.00% | May 31, 25 |
| 16 | Dorsey Wright Sys Reltv Strength Agg | 154.49K (0.30%) | -1.00 Decreased by -0.00% | May 31, 25 |
| 17 | Dimensional US Core Equity 2 ETF | 146.73K (0.28%) | 90.00 Increased by +0.06% | May 30, 25 |
| 18 | iShares Russell 1000 Value ETF | 145.81K (0.28%) | 0.00 Increased by 0.00% | May 31, 25 |
| 19 | JHancock Disciplined Value Mid Cap I | 136.22K (0.26%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | Vanguard Small Cap Index | 125.86K (0.24%) | 741.00 Increased by +0.59% | Apr 30, 25 |