| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Canoe Financial LP | 8.11M (0.37%) | 8.10M Increased by +99.89% | Dec 31, 24 |
| 2 | Bank of America Corp | 5.53M (0.25%) | 778.23K Increased by +14.07% | Sep 30, 24 |
| 3 | FMR Inc | 5.24M (0.24%) | 437.65K Increased by +8.35% | Sep 30, 24 |
| 4 | JPMorgan Chase & Co | 2.23M (0.10%) | 459.89K Increased by +20.59% | Sep 30, 24 |
| 5 | Morgan Stanley - Brokerage Accounts | 2.23M (0.10%) | -3.75M Decreased by -168.30% | Sep 30, 24 |
| 6 | Charles Schwab Investment Management Inc | 2.18M (0.10%) | 14.62K Increased by +0.67% | Mar 31, 24 |
| 7 | Orbis Allan Gray Ltd | 1.98M (0.09%) | 125.13K Increased by +6.32% | Sep 30, 24 |
| 8 | Wells Fargo & Co | 1.63M (0.07%) | 146.76K Increased by +9.02% | Sep 30, 24 |
| 9 | Royal Bank of Canada | 1.54M (0.07%) | 182.01K Increased by +11.84% | Sep 30, 24 |
| 10 | Envestnet Asset Management Inc | 1.43M (0.06%) | 306.94K Increased by +21.40% | Sep 30, 24 |
| 11 | Markel Group Inc | 1.37M (0.06%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | BlackRock Inc | 1.22M (0.06%) | -85.46K Decreased by -6.99% | Sep 30, 24 |
| 13 | Massachusetts Financial Services Company | 1.22M (0.06%) | -33.38K Decreased by -2.73% | Dec 31, 24 |
| 14 | Confluence Investment Management LLC | 1.18M (0.05%) | -39.32K Decreased by -3.34% | Dec 31, 24 |
| 15 | Wellington Management Company LLP | 1.13M (0.05%) | 140.59K Increased by +12.42% | Dec 31, 24 |
| 16 | London Company of Virginia | 1.12M (0.05%) | -127.11K Decreased by -11.32% | Dec 31, 24 |
| 17 | ClearBridge Advisors, LLC | 1.06M (0.05%) | -639.50K Decreased by -60.54% | Sep 30, 24 |
| 18 | Brown Brothers Harriman & Co | 1.04M (0.05%) | -15.10K Decreased by -1.45% | Jun 30, 24 |
| 19 | Fayez Sarofim & Company | 1.03M (0.05%) | 233.80K Increased by +22.71% | Jun 30, 24 |
| 20 | Natixis Advisors, LLC. | 915.88K (0.04%) | -33.53K Decreased by -3.66% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Bridge Builder Large Cap Value | 1.10M (0.05%) | 5.16K Increased by +0.47% | Jan 31, 25 |
| 2 | Confluence Equity Income | 513.13K (0.02%) | -66.20K Decreased by -12.90% | Dec 31, 24 |
| 3 | Orbis Global Equity Investor | 500.23K (0.02%) | 58.30K Increased by +11.66% | Sep 30, 24 |
| 4 | Strategic Advisers Fidelity US TtlStk | 486.40K (0.02%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 5 | BlackRock Large Cap Core (SMA) | 464.01K (0.02%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 6 | ClearBridge Aggressive Growth | 446.29K (0.02%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 7 | ClearBridge Aggressive Growth A | 446.29K (0.02%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 8 | Fidelity Series Large Cap Stock | 424.50K (0.02%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | MFS Large Cap Value CIT CL 5 | 394.15K (0.02%) | -10.20K Decreased by -2.59% | Dec 31, 24 |
| 10 | Fidelity® Series Large Cap Stock | 372.20K (0.02%) | 10.60K Increased by +2.85% | Nov 30, 23 |
| 11 | First Trust Value Line® Dividend ETF | 338.33K (0.02%) | -240.00 Decreased by -0.07% | Jan 30, 25 |
| 12 | Fidelity Growth & Income | 292.51K (0.01%) | 18.30K Increased by +6.26% | Dec 31, 24 |
| 13 | Fidelity® Growth & Income | 267.61K (0.01%) | 19.00K Increased by +7.10% | Nov 30, 23 |
| 14 | Xtrackers S&P 500 Swap ETF 1C | 238.33K (0.01%) | 91.51K Increased by +38.40% | Dec 31, 24 |
| 15 | Fort Washington Large Cap Focused Equity | 218.51K (0.01%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | Strategic Advisers® Fidelity US TtlStk | 210.50K (0.01%) | 14.30K Increased by +6.79% | Nov 30, 23 |
| 17 | Douglas C. Lane & Assoc. Core Equity | 207.10K (0.01%) | -11.33K Decreased by -5.47% | Mar 31, 24 |
| 18 | Manulife Monthly High Income Adv | 204.32K (0.01%) | 204.32K Increased by +100.00% | Aug 31, 24 |
| 19 | Kovitz Core Equity | 199.59K (0.01%) | -79.75K Decreased by -39.96% | Dec 31, 24 |
| 20 | DFA International Core Equity I | 198.22K (0.01%) | 0.00 Increased by 0.00% | Dec 31, 24 |