| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Newport Trust Co. | 4.51M (61.53%) | -10.94K Decreased by -0.24% | Mar 31, 26 |
| 2 | Pacer Advisors, INC. | 352.01K (4.80%) | 25.21K Increased by +7.16% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 302.57K (4.13%) | -3.71K Decreased by -1.22% | Dec 31, 25 |
| 4 | Alyeska Investment Group, L.P. | 265.08K (3.61%) | -10.18K Decreased by -3.84% | Dec 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 216.09K (2.95%) | -640.00 Decreased by -0.30% | Mar 31, 26 |
| 6 | BlackRock Inc | 188.17K (2.57%) | 3.69K Increased by +1.96% | Mar 31, 26 |
| 7 | New Vernon Capital Holdings II LLC | 186.23K (2.54%) | 185.53K Increased by +99.63% | Mar 31, 25 |
| 8 | UBS Group AG | 166.71K (2.27%) | 98.81K Increased by +59.27% | Mar 31, 26 |
| 9 | Allianz Asset Management AG | 160.88K (2.19%) | -4.39K Decreased by -2.73% | Mar 31, 26 |
| 10 | Beacon Pointe Advisors, LLC | 152.62K (2.08%) | 3.00 Increased by +0.00% | Jun 30, 25 |
| 11 | Vanguard Portfolio Management, LLC | 149.10K (2.03%) | 149.10K Increased by +100.00% | Mar 31, 26 |
| 12 | Morgan Stanley - Brokerage Accounts | 144.76K (1.97%) | 20.33K Increased by +14.04% | Mar 31, 26 |
| 13 | Renaissance Technologies Corp | 142.18K (1.94%) | 22.40K Increased by +15.75% | Mar 31, 26 |
| 14 | Vanguard Capital Management, LLC | 131.84K (1.80%) | 131.84K Increased by +100.00% | Mar 31, 26 |
| 15 | AQR Capital Management LLC | 125.49K (1.71%) | 8.91K Increased by +7.10% | Mar 31, 26 |
| 16 | Clientfirst Wealth Management, LLC | 108.10K (1.47%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 17 | Gotham Asset Management, LLC | 102.34K (1.40%) | 28.70K Increased by +28.04% | Mar 31, 26 |
| 18 | State Street Corporation | 99.91K (1.36%) | 2.69K Increased by +2.69% | Mar 31, 24 |
| 19 | Schonfeld Strategic Advisors LLC | 96.69K (1.32%) | -39.86K Decreased by -41.23% | Sep 30, 23 |
| 20 | Jacobs Levy Equity Management, Inc. | 96.44K (1.31%) | -2.79K Decreased by -2.89% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Pacer US Cash Cows 100 ETF | 352.46K (4.81%) | 520.00 Increased by +0.15% | Feb 28, 25 |
| 2 | Vanguard US Total Market Shares ETF | 135.87K (1.85%) | 38.50K Increased by +28.34% | Sep 30, 24 |
| 3 | PIMCO RAE US Small | 125.06K (1.71%) | -8.25K Decreased by -6.60% | Dec 31, 25 |
| 4 | PIMCO RAE US Small Instl | 112.75K (1.54%) | -12.31K Decreased by -10.92% | Mar 31, 26 |
| 5 | WEDGE QVM-Large Cap Value | 93.62K (1.28%) | -4.11K Decreased by -4.38% | Jun 30, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 93.15K (1.27%) | 294.00 Increased by +0.32% | Apr 30, 26 |
| 7 | iShares Russell 2000 ETF | 79.45K (1.08%) | -611.00 Decreased by -0.77% | Apr 30, 24 |
| 8 | Vanguard Small Cap Index | 66.93K (0.91%) | -313.00 Decreased by -0.47% | Apr 30, 26 |
| 9 | WEDGE QVM Large Cap Value | 53.19K (0.73%) | 3.48K Increased by +6.54% | Mar 31, 26 |
| 10 | First Trust Cnsmr Discret AlphaDEX® ETF | 50.28K (0.69%) | -104.00 Decreased by -0.21% | Feb 27, 25 |
| 11 | First Trust SMID Cp Rising Div Achv ETF | 47.66K (0.65%) | 27.00 Increased by +0.06% | Feb 26, 26 |
| 12 | DFA US Small Cap I | 46.63K (0.64%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 13 | PIMCO RAE US Small CIT Class 0TS | 45.95K (0.63%) | 11.04K Increased by +24.03% | Mar 31, 26 |
| 14 | Vanguard Small Cap Value Index Inv | 43.05K (0.59%) | 352.00 Increased by +0.82% | Apr 30, 26 |
| 15 | Macquarie Growth and Income A | 40.87K (0.56%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 16 | WisdomTree US MidCap Dividend ETF | 39.62K (0.54%) | -28.00 Decreased by -0.07% | May 29, 26 |
| 17 | Delaware Growth and Income A | 39.06K (0.53%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | PIMCO RAE US Small CIT CL 0TS | 37.59K (0.51%) | 1.60K Increased by +4.26% | Dec 31, 25 |
| 19 | Fidelity Small Cap Index | 35.70K (0.49%) | 1.55K Increased by +4.34% | Jun 30, 24 |
| 20 | iShares U.S. Thematic Rotation ActiveETF | 34.71K (0.47%) | 0.00 Increased by 0.00% | Aug 31, 25 |