| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Canoe Financial LP | 8.11M (0.37%) | 8.10M Increased by +99.89% | Dec 31, 24 |
| 2 | FMR Inc | 5.45M (0.25%) | -363.79K Decreased by -6.67% | Mar 31, 25 |
| 3 | Bank of America Corp | 4.35M (0.20%) | -158.81K Decreased by -3.65% | Mar 31, 25 |
| 4 | Kovitz Investment Group Partners, LLC | 2.60M (0.12%) | 1.82M Increased by +70.10% | Dec 31, 24 |
| 5 | Charles Schwab Investment Management Inc | 2.18M (0.10%) | 14.62K Increased by +0.67% | Mar 31, 24 |
| 6 | Orbis Allan Gray Ltd | 1.98M (0.09%) | 125.13K Increased by +6.32% | Sep 30, 24 |
| 7 | Morgan Stanley - Brokerage Accounts | 1.69M (0.08%) | -190.47K Decreased by -11.25% | Mar 31, 25 |
| 8 | Wells Fargo & Co | 1.51M (0.07%) | 86.82K Increased by +5.73% | Mar 31, 25 |
| 9 | Royal Bank of Canada | 1.46M (0.07%) | -82.18K Decreased by -5.63% | Mar 31, 25 |
| 10 | Envestnet Asset Management Inc | 1.44M (0.07%) | 42.74K Increased by +2.97% | Mar 31, 25 |
| 11 | BMO Capital Markets Corp. | 1.41M (0.06%) | 1.30M Increased by +92.20% | Dec 31, 24 |
| 12 | Bank of Montreal | 1.41M (0.06%) | 1.30M Increased by +92.20% | Dec 31, 24 |
| 13 | Markel Group Inc | 1.37M (0.06%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | JPMorgan Chase & Co | 1.31M (0.06%) | 87.48K Increased by +6.69% | Mar 31, 25 |
| 15 | ClearBridge Advisors, LLC | 1.25M (0.06%) | 134.65K Increased by +10.78% | Mar 31, 25 |
| 16 | Massachusetts Financial Services Company | 1.22M (0.06%) | 209.00 Increased by +0.02% | Mar 31, 25 |
| 17 | Confluence Investment Management LLC | 1.18M (0.05%) | 8.52K Increased by +0.72% | Mar 31, 25 |
| 18 | Wellington Management Company LLP | 1.13M (0.05%) | -6.01K Decreased by -0.53% | Mar 31, 25 |
| 19 | London Company of Virginia | 1.08M (0.05%) | -45.87K Decreased by -4.26% | Mar 31, 25 |
| 20 | Brown Brothers Harriman & Co | 1.04M (0.05%) | -15.10K Decreased by -1.45% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Bridge Builder Large Cap Value | 1.12M (0.05%) | 4.13K Increased by +0.37% | May 31, 25 |
| 2 | Confluence Equity Income | 586.68K (0.03%) | 73.55K Increased by +12.54% | Mar 31, 25 |
| 3 | JHancock Fundamental Large Cap Core A | 519.47K (0.02%) | 519.47K Increased by +100.00% | Apr 30, 25 |
| 4 | Strategic Advisers Fidelity US TtlStk | 510.70K (0.02%) | 24.30K Increased by +4.76% | Apr 30, 25 |
| 5 | Orbis Global Equity Investor | 500.23K (0.02%) | 58.30K Increased by +11.66% | Sep 30, 24 |
| 6 | BlackRock Large Cap Core (SMA) | 464.01K (0.02%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 7 | ClearBridge Aggressive Growth | 446.29K (0.02%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 8 | ClearBridge Aggressive Growth A | 446.29K (0.02%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 9 | Fidelity Series Large Cap Stock | 443.10K (0.02%) | 18.60K Increased by +4.20% | Apr 30, 25 |
| 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 | 368.54K (0.02%) | 6.05K Increased by +1.64% | May 29, 25 |
| 12 | Fidelity Growth & Income | 341.51K (0.02%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 13 | MFS Large Cap Value CIT CL 5 | 317.30K (0.01%) | -2.99K Decreased by -0.94% | May 31, 25 |
| 14 | Orbis Global Eq LE (Aus Reg) Retail | 294.35K (0.01%) | 32.55K Increased by +11.06% | Sep 30, 24 |
| 15 | Fidelity® Growth & Income | 267.61K (0.01%) | 19.00K Increased by +7.10% | Nov 30, 23 |
| 16 | AustralianSuper Balanced Sup | 245.65K (0.01%) | 239.69K Increased by +97.57% | Jun 30, 24 |
| 17 | Federated Hermes Strategic Val Divid SMA | 242.72K (0.01%) | 242.20K Increased by +99.78% | Mar 31, 25 |
| 18 | Xtrackers S&P 500 Swap ETF 1C | 238.33K (0.01%) | 91.51K Increased by +38.40% | Dec 31, 24 |
| 19 | Fort Washington Large Cap Focused Equity | 218.51K (0.01%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Confluence Large Cap Value | 216.05K (0.01%) | 40.34K Increased by +18.67% | Mar 31, 25 |