| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 3.84M (11.02%) | -242.25K Decreased by -6.30% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 3.53M (10.12%) | -25.88K Decreased by -0.73% | Sep 30, 24 |
| 3 | BlackRock Inc | 3.24M (9.29%) | -18.33K Decreased by -0.57% | Jun 30, 24 |
| 4 | Wellington Management Company LLP | 1.55M (4.43%) | 60.09K Increased by +3.89% | Sep 30, 24 |
| 5 | First Trust Advisors L.P. | 1.44M (4.13%) | 409.54K Increased by +28.44% | Sep 30, 24 |
| 6 | LSV Asset Management | 1.21M (3.46%) | 10.20K Increased by +0.85% | Sep 30, 24 |
| 7 | Charles Schwab Investment Management Inc | 1.17M (3.36%) | 42.59K Increased by +3.63% | Sep 30, 24 |
| 8 | Fuller & Thaler Asset Management Inc | 1.15M (3.29%) | -1.34M Decreased by -117.11% | Sep 30, 24 |
| 9 | State Street Corporation | 1.12M (3.22%) | 11.70K Increased by +1.04% | Mar 31, 24 |
| 10 | Pacer Advisors, INC. | 1.12M (3.21%) | -90.88K Decreased by -8.13% | Sep 30, 24 |
| 11 | State Street Corp | 1.12M (3.20%) | -4.87K Decreased by -0.44% | Sep 30, 24 |
| 12 | Dimensional Fund Advisors, Inc. | 1.10M (3.15%) | 36.54K Increased by +3.32% | Sep 30, 24 |
| 13 | Bank of New York Mellon Corp | 997.33K (2.86%) | -514.96K Decreased by -51.63% | Sep 30, 24 |
| 14 | American Century Companies Inc | 924.66K (2.65%) | 167.55K Increased by +18.12% | Sep 30, 24 |
| 15 | DePrince Race & Zollo Inc | 917.38K (2.63%) | -41.51K Decreased by -4.53% | Dec 31, 23 |
| 16 | Shapiro Capital Management Co Inc | 805.58K (2.31%) | -30.41K Decreased by -3.77% | Jun 30, 24 |
| 17 | Harris Associates L.P. | 804.42K (2.31%) | -511.50K Decreased by -63.59% | Sep 30, 24 |
| 18 | AQR Capital Management LLC | 775.03K (2.22%) | 219.46K Increased by +28.32% | Sep 30, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 736.98K (2.11%) | -315.81K Decreased by -42.85% | Sep 30, 24 |
| 20 | BTIM Corp | 643.34K (1.85%) | -414.98K Decreased by -64.50% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | JPM US Mid Cap Value-Composite | 1.59M (4.56%) | -17.45K Decreased by -1.10% | Jun 30, 24 |
| 2 | JPM US Mid Cap Value-MA | 1.59M (4.56%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | JPMorgan Mid Cap Value L | 1.59M (4.56%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 4 | iShares Core S&P Mid-Cap ETF | 1.16M (3.33%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 5 | Pacer US Cash Cows 100 ETF | 1.13M (3.24%) | 1.40K Increased by +0.12% | Nov 29, 24 |
| 6 | First Trust SMID Cp Rising Div Achv ETF | 1.13M (3.23%) | 5.09K Increased by +0.45% | Nov 28, 24 |
| 7 | Vanguard Total Stock Mkt Idx Inv | 1.11M (3.19%) | -4.28K Decreased by -0.38% | Oct 31, 24 |
| 8 | FullerThaler Behavioral Small-Cap Equity | 1.02M (2.91%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 9 | Fuller & Thaler Behavrl Small-Cap Value | 937.86K (2.69%) | -8.38K Decreased by -0.89% | Nov 30, 23 |
| 10 | Schwab US Dividend Equity ETF™ | 925.10K (2.65%) | 2.00K Increased by +0.22% | Nov 30, 24 |
| 11 | Vanguard Explorer Inv | 876.63K (2.51%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Avantis US Small Cap Value ETF | 861.26K (2.47%) | 4.09K Increased by +0.48% | Nov 30, 24 |
| 13 | Vanguard Small Cap Index | 859.95K (2.47%) | 1.70K Increased by +0.20% | Oct 31, 24 |
| 14 | JPMorgan Value Advantage L | 800.25K (2.30%) | -9.12K Decreased by -1.14% | Sep 30, 24 |
| 15 | UWS BNY Mellon Global Higher Inc B | 594.38K (1.71%) | -170.35K Decreased by -28.66% | Mar 31, 24 |
| 16 | FullerThaler Behavioral Sm-Cp Eq R6 | 592.12K (1.70%) | -423.90K Decreased by -71.59% | Sep 30, 24 |
| 17 | Vanguard Small Cap Value Index Inv | 581.62K (1.67%) | -200.00 Decreased by -0.03% | Oct 31, 24 |
| 18 | Vanguard Institutional Extnd Mkt Idx Tr | 534.66K (1.53%) | -1.88K Decreased by -0.35% | Oct 31, 24 |
| 19 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 500.72K (1.44%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | FullerThaler Behavioral Small-Cap Value | 475.73K (1.36%) | -219.01K Decreased by -46.04% | Sep 30, 24 |