| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 4.08M (11.72%) | 313.66K Increased by +7.68% | Jun 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 | Bank of New York Mellon Corp | 1.51M (4.34%) | -72.68K Decreased by -4.81% | Jun 30, 24 |
| 5 | Wellington Management Company LLP | 1.49M (4.26%) | 81.02K Increased by +5.45% | Jun 30, 24 |
| 6 | Harris Associates L.P. | 1.32M (3.78%) | -2.53K Decreased by -0.19% | Jun 30, 24 |
| 7 | Pacer Advisors, INC. | 1.21M (3.47%) | 576.43K Increased by +47.67% | Jun 30, 24 |
| 8 | LSV Asset Management | 1.21M (3.46%) | 10.20K Increased by +0.85% | Sep 30, 24 |
| 9 | Charles Schwab Investment Management Inc | 1.17M (3.36%) | 42.59K Increased by +3.63% | Sep 30, 24 |
| 10 | Fuller & Thaler Asset Management Inc | 1.15M (3.29%) | -1.34M Decreased by -117.11% | Sep 30, 24 |
| 11 | State Street Corporation | 1.12M (3.22%) | 11.70K Increased by +1.04% | Mar 31, 24 |
| 12 | State Street Corp | 1.12M (3.21%) | -2.29K Decreased by -0.20% | Jun 30, 24 |
| 13 | Dimensional Fund Advisors, Inc. | 1.10M (3.15%) | 36.54K Increased by +3.32% | Sep 30, 24 |
| 14 | Morgan Stanley - Brokerage Accounts | 1.05M (3.02%) | 44.45K Increased by +4.22% | Jun 30, 24 |
| 15 | First Trust Advisors L.P. | 1.03M (2.96%) | 304.61K Increased by +29.56% | Jun 30, 24 |
| 16 | American Century Companies Inc | 924.66K (2.65%) | 167.55K Increased by +18.12% | Sep 30, 24 |
| 17 | DePrince Race & Zollo Inc | 917.38K (2.63%) | -41.51K Decreased by -4.53% | Dec 31, 23 |
| 18 | Shapiro Capital Management Co Inc | 805.58K (2.31%) | -30.41K Decreased by -3.77% | Jun 30, 24 |
| 19 | Wasatch Advisors LP | 666.88K (1.91%) | 135.33K Increased by +20.29% | Jun 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% | Sep 30, 24 |
| 4 | iShares Core S&P Mid-Cap ETF | 1.14M (3.27%) | 624.00 Increased by +0.05% | Oct 31, 24 |
| 5 | Pacer US Cash Cows 100 ETF | 1.12M (3.21%) | -635.00 Decreased by -0.06% | Oct 31, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 1.11M (3.19%) | -4.28K Decreased by -0.38% | Oct 31, 24 |
| 7 | FullerThaler Behavioral Sm-Cp Eq R6 | 1.02M (2.91%) | 168.50K Increased by +16.58% | Jun 30, 24 |
| 8 | FullerThaler Behavioral Small-Cap Equity | 1.02M (2.91%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 9 | First Trust SMID Cp Rising Div Achv ETF | 995.19K (2.86%) | 3.40K Increased by +0.34% | Oct 31, 24 |
| 10 | Fuller & Thaler Behavrl Small-Cap Value | 937.86K (2.69%) | -8.38K Decreased by -0.89% | Nov 30, 23 |
| 11 | Schwab US Dividend Equity ETF™ | 901.54K (2.59%) | 800.00 Increased by +0.09% | Oct 31, 24 |
| 12 | Vanguard Explorer Inv | 876.63K (2.51%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 13 | Vanguard Small Cap Index | 859.95K (2.47%) | 1.70K Increased by +0.20% | Oct 31, 24 |
| 14 | Avantis US Small Cap Value ETF | 814.10K (2.34%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 15 | JPMorgan Value Advantage L | 800.25K (2.30%) | -9.12K Decreased by -1.14% | Sep 30, 24 |
| 16 | UWS BNY Mellon Global Higher Inc B | 594.38K (1.71%) | -170.35K Decreased by -28.66% | Mar 31, 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 | 536.54K (1.54%) | -14.58K Decreased by -2.72% | Sep 30, 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 |