| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.03M (11.58%) | 68.77K Increased by +0.98% | Dec 31, 24 |
| 2 | Morgan Stanley - Brokerage Accounts | 7.00M (11.54%) | -111.86K Decreased by -1.60% | Dec 31, 24 |
| 3 | BlackRock Inc | 5.85M (9.64%) | 88.82K Increased by +1.52% | Dec 31, 24 |
| 4 | Bank of New York Mellon Corp | 4.83M (7.95%) | 1.89M Increased by +39.11% | Dec 31, 24 |
| 5 | Kayne Anderson Rudnick Investment Management LLC | 3.08M (5.07%) | -1.56M Decreased by -50.72% | Jun 30, 24 |
| 6 | State Street Corp | 2.02M (3.33%) | 89.80K Increased by +4.44% | Dec 31, 24 |
| 7 | Mackenzie Investments | 1.95M (3.21%) | 961.10K Increased by +49.37% | Dec 31, 24 |
| 8 | State Street Corporation | 1.89M (3.11%) | 38.49K Increased by +2.04% | Mar 31, 24 |
| 9 | Disciplined Growth Investors Inc | 1.53M (2.52%) | 62.63K Increased by +4.10% | Dec 31, 24 |
| 10 | Geode Capital Management, LLC | 1.44M (2.37%) | -98.23K Decreased by -6.82% | Dec 31, 24 |
| 11 | ClearBridge Advisors, LLC | 1.17M (1.92%) | -510.61K Decreased by -43.79% | Dec 31, 24 |
| 12 | Schroder Investment Management Group | 1.10M (1.82%) | -74.26K Decreased by -6.73% | Dec 31, 24 |
| 13 | BTIM Corp | 1.08M (1.77%) | -8.89K Decreased by -0.83% | Mar 31, 25 |
| 14 | Wells Fargo & Co | 977.63K (1.61%) | -95.89K Decreased by -9.81% | Jun 30, 24 |
| 15 | Dimensional Fund Advisors, Inc. | 901.71K (1.48%) | 31.16K Increased by +3.46% | Dec 31, 24 |
| 16 | First Trust Advisors L.P. | 794.77K (1.31%) | 7.26K Increased by +0.91% | Dec 31, 24 |
| 17 | Charles Schwab Investment Management Inc | 742.64K (1.22%) | 25.05K Increased by +3.37% | Dec 31, 24 |
| 18 | NORGES BANK | 708.79K (1.17%) | 74.86K Increased by +10.56% | Dec 31, 24 |
| 19 | AQR Capital Management LLC | 699.26K (1.15%) | -175.01K Decreased by -25.03% | Dec 31, 24 |
| 20 | Jackson Square Partners, LLC | 684.15K (1.13%) | -52.98K Decreased by -7.74% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Eaton Vance Atlanta Capital SMID-Cap I | 5.09M (8.38%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.98M (3.26%) | -7.11K Decreased by -0.36% | Apr 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.95M (3.21%) | 65.80K Increased by +3.38% | Mar 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 1.89M (3.11%) | 1.05K Increased by +0.06% | Sep 30, 24 |
| 5 | Vanguard Small Cap Index | 1.53M (2.52%) | 1.66K Increased by +0.11% | Mar 31, 25 |
| 6 | BNY Mellon Dynamic Value Fund A | 1.26M (2.08%) | 21.34K Increased by +1.69% | Mar 31, 25 |
| 7 | Vanguard Information Technology ETF | 1.20M (1.98%) | 2.14K Increased by +0.18% | Mar 31, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 942.36K (1.55%) | 36.40K Increased by +3.86% | Mar 31, 25 |
| 9 | Vanguard Small Cap Growth Index Inv | 856.34K (1.41%) | -421.00 Decreased by -0.05% | Mar 31, 25 |
| 10 | ClearBridge Aggressive Growth | 762.62K (1.26%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | ClearBridge Aggressive Growth A | 762.62K (1.26%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 12 | Virtus KAR Mid-Cap Core I | 696.73K (1.15%) | 66.20K Increased by +9.50% | Dec 31, 23 |
| 13 | JNL/Newton Equity Income A | 659.01K (1.09%) | 97.86K Increased by +14.85% | Mar 31, 25 |
| 14 | Virtus KAR Small-Mid Cap Core R6 | 625.91K (1.03%) | 45.21K Increased by +7.22% | Mar 31, 24 |
| 15 | Disciplined Growth - Mid Cap Growth | 565.75K (0.93%) | 29.39K Increased by +5.20% | Dec 31, 24 |
| 16 | First Trust Value Line® Dividend ETF | 552.65K (0.91%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 17 | Canada Life US Small-Mid Cap Growth A | 494.19K (0.81%) | 49.60K Increased by +10.04% | Jan 31, 25 |
| 18 | Canada Life US Small-Mid Cap Growth F | 494.19K (0.81%) | 49.60K Increased by +10.04% | Jan 31, 25 |
| 19 | SPDR® S&P MIDCAP 400 ETF Trust | 488.69K (0.80%) | 6.58K Increased by +1.35% | Mar 31, 25 |
| 20 | Disciplined Growth - Small Cap Growth | 464.94K (0.77%) | 464.94K Increased by +100.00% | Jun 30, 24 |