| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 5.97M (0.27%) | 766.05K Increased by +12.83% | Jun 30, 24 |
| 2 | FMR Inc | 4.80M (0.22%) | -38.65K Decreased by -0.80% | Jun 30, 24 |
| 3 | Bank of America Corp | 4.75M (0.21%) | -346.68K Decreased by -7.29% | Jun 30, 24 |
| 4 | Charles Schwab Investment Management Inc | 2.18M (0.10%) | 14.62K Increased by +0.67% | Mar 31, 24 |
| 5 | Orbis Allan Gray Ltd | 1.86M (0.08%) | 314.83K Increased by +16.96% | Jun 30, 24 |
| 6 | ClearBridge Advisors, LLC | 1.70M (0.08%) | -655.89K Decreased by -38.68% | Jun 30, 24 |
| 7 | Wells Fargo & Co | 1.48M (0.07%) | -366.75K Decreased by -24.78% | Jun 30, 24 |
| 8 | Markel Group Inc | 1.37M (0.06%) | 6.30K Increased by +0.46% | Jun 30, 24 |
| 9 | Royal Bank of Canada | 1.35M (0.06%) | 87.51K Increased by +6.46% | Jun 30, 24 |
| 10 | London Company of Virginia | 1.34M (0.06%) | -83.61K Decreased by -6.25% | Jun 30, 24 |
| 11 | BlackRock Inc | 1.31M (0.06%) | -14.07K Decreased by -1.08% | Jun 30, 24 |
| 12 | Envestnet Asset Management Inc | 1.13M (0.05%) | 1.12M Increased by +99.36% | Jun 30, 24 |
| 13 | Massachusetts Financial Services Company | 1.11M (0.05%) | 23.43K Increased by +2.12% | Jun 30, 24 |
| 14 | Brown Brothers Harriman & Co | 1.04M (0.05%) | -15.10K Decreased by -1.45% | Jun 30, 24 |
| 15 | Fayez Sarofim & Company | 1.03M (0.05%) | 233.80K Increased by +22.71% | Jun 30, 24 |
| 16 | Confluence Investment Management LLC | 931.74K (0.04%) | 88.16K Increased by +9.46% | Jun 30, 24 |
| 17 | Wellington Management Company LLP | 927.09K (0.04%) | 128.13K Increased by +13.82% | Jun 30, 24 |
| 18 | Goldman Sachs Group Inc | 910.13K (0.04%) | 216.39K Increased by +23.78% | Jun 30, 24 |
| 19 | UBS Group AG | 909.14K (0.04%) | -787.93K Decreased by -86.67% | Mar 31, 24 |
| 20 | Dimensional Fund Advisors, Inc. | 899.66K (0.04%) | 15.36K Increased by +1.71% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Bridge Builder Large Cap Value | 969.78K (0.04%) | 77.37K Increased by +7.98% | Sep 30, 24 |
| 2 | Confluence Equity Income | 579.34K (0.03%) | 61.18K Increased by +10.56% | Sep 30, 24 |
| 3 | BlackRock Large Cap Core (SMA) | 464.01K (0.02%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 4 | ClearBridge Aggressive Growth | 446.29K (0.02%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 5 | ClearBridge Aggressive Growth A | 446.29K (0.02%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 6 | Orbis Global Equity Investor | 441.92K (0.02%) | 110.70K Increased by +25.05% | Jun 30, 24 |
| 7 | Strategic Advisers Fidelity US TtlStk | 423.70K (0.02%) | 26.20K Increased by +6.18% | Aug 31, 24 |
| 8 | MFS Large Cap Value CIT CL 5 | 397.32K (0.02%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | Fidelity Series Large Cap Stock | 394.90K (0.02%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 10 | Fidelity® Series Large Cap Stock | 372.20K (0.02%) | 10.60K Increased by +2.85% | Nov 30, 23 |
| 11 | Xtrackers S&P 500 Swap ETF 1C | 349.74K (0.02%) | 349.74K Increased by +100.00% | Sep 30, 24 |
| 12 | First Trust Value Line® Dividend ETF | 348.27K (0.02%) | -162.00 Decreased by -0.05% | Sep 30, 24 |
| 13 | Kovitz Core Equity | 279.34K (0.01%) | 84.18K Increased by +30.13% | Jun 30, 24 |
| 14 | Fidelity Growth & Income | 274.21K (0.01%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 15 | Fidelity® Growth & Income | 267.61K (0.01%) | 19.00K Increased by +7.10% | Nov 30, 23 |
| 16 | DFA International Core Equity I | 257.11K (0.01%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 17 | Kovitz Core Equity ETF | 230.85K (0.01%) | -2.90K Decreased by -1.26% | Sep 30, 24 |
| 18 | American Beacon The London Co Inc Eq R5 | 230.02K (0.01%) | -3.48K Decreased by -1.51% | Aug 31, 24 |
| 19 | SaratogaRIM Large Cap Quality Focus | 226.28K (0.01%) | -7.63K Decreased by -3.37% | Sep 30, 24 |
| 20 | Fort Washington Large Cap Focused Equity | 218.51K (0.01%) | 0.00 Increased by 0.00% | Sep 30, 24 |