| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 11.08M (10.93%) | -196.87K Decreased by -1.78% | Dec 31, 25 |
| 2 | BlackRock Inc | 10.92M (10.77%) | 76.36K Increased by +0.70% | Mar 31, 26 |
| 3 | Vanguard Portfolio Management, LLC | 5.88M (5.80%) | 5.88M Increased by +100.00% | Mar 31, 26 |
| 4 | Vanguard Capital Management, LLC | 4.56M (4.50%) | 4.56M Increased by +100.00% | Mar 31, 26 |
| 5 | State Street Corp | 3.25M (3.20%) | 51.51K Increased by +1.59% | Mar 31, 26 |
| 6 | Deutsche Bank AG | 3.06M (3.01%) | -33.92K Decreased by -1.11% | Mar 31, 26 |
| 7 | State Street Corporation | 3.04M (3.00%) | 109.44K Increased by +3.60% | Dec 31, 23 |
| 8 | Tortoise Midstream Energy Fund, Inc. | 3.01M (2.97%) | 26.61K Increased by +0.88% | Mar 31, 26 |
| 9 | Neuberger Berman Group LLC | 2.94M (2.90%) | 154.67K Increased by +5.27% | Mar 31, 26 |
| 10 | Goldman Sachs Group Inc | 2.94M (2.90%) | 158.73K Increased by +5.40% | Jun 30, 25 |
| 11 | Blackstone Inc | 2.68M (2.64%) | 449.61K Increased by +16.77% | Mar 31, 26 |
| 12 | 59 North Capital Management, LP | 2.62M (2.59%) | -428.41K Decreased by -16.34% | Mar 31, 26 |
| 13 | Geode Capital Management, LLC | 2.31M (2.28%) | -96.66K Decreased by -4.18% | Mar 31, 26 |
| 14 | Dimensional Fund Advisors, Inc. | 2.28M (2.25%) | -347.77K Decreased by -15.27% | Mar 31, 26 |
| 15 | The Goldman Sachs Group Inc | 2.17M (2.14%) | -410.74K Decreased by -18.96% | Mar 31, 26 |
| 16 | Zimmer Partners LP | 2.15M (2.12%) | 612.86K Increased by +28.47% | Sep 30, 23 |
| 17 | Pacer Advisors, INC. | 2.14M (2.11%) | 2.05M Increased by +95.52% | Dec 31, 24 |
| 18 | T. Rowe Price Investment Management,Inc. | 2.03M (2.00%) | 1.15M Increased by +56.70% | Mar 31, 26 |
| 19 | JPMorgan Chase & Co | 1.74M (1.72%) | 935.07K Increased by +53.64% | Sep 30, 25 |
| 20 | First Trust Advisors L.P. | 1.52M (1.50%) | 1.13M Increased by +74.00% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 3.47M (3.42%) | -18.82K Decreased by -0.54% | Jun 30, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 3.24M (3.19%) | 2.37K Increased by +0.07% | Jun 30, 26 |
| 3 | Vanguard Small Cap Index | 2.34M (2.31%) | -1.80K Decreased by -0.08% | Jun 30, 26 |
| 4 | Pacer US Cash Cows 100 ETF | 1.99M (1.96%) | 2.94K Increased by +0.15% | Feb 28, 25 |
| 5 | Tortoise Energy Infrastructure TR Ins | 1.73M (1.70%) | -45.69K Decreased by -2.64% | Jun 30, 26 |
| 6 | Vanguard Small Cap Value Index Inv | 1.48M (1.46%) | -23.11K Decreased by -1.56% | Jun 30, 26 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 1.17M (1.15%) | 21.08K Increased by +1.80% | Jun 30, 26 |
| 8 | T. Rowe Price Mid-Cap Growth | 1.13M (1.12%) | -273.00 Decreased by -0.02% | Jun 30, 26 |
| 9 | T. Rowe Price US Mid-Cap Growth Equity | 1.13M (1.12%) | 172.37K Increased by +15.20% | Jun 30, 26 |
| 10 | Global X MLP & Energy Infrastructure ETF | 1.05M (1.04%) | 2.66K Increased by +0.25% | Jun 30, 26 |
| 11 | Cardinal Capital SMID Cap Value Equity | 980.85K (0.97%) | -136.01K Decreased by -13.87% | Mar 31, 24 |
| 12 | First Trust Value Line® Dividend ETF | 965.62K (0.95%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 13 | State Street® SPDR® S&P MIDCAP 400® ETF | 784.91K (0.77%) | 23.20K Increased by +2.96% | Jun 30, 26 |
| 14 | Reaves Utility Income | 784.56K (0.77%) | 171.00K Increased by +21.80% | Mar 31, 26 |
| 15 | SPDR® S&P MIDCAP 400 ETF Trust | 778.19K (0.77%) | -19.48K Decreased by -2.50% | Jul 31, 25 |
| 16 | American Funds Capital Inc Bldr A | 760.86K (0.75%) | 0.00 Increased by 0.00% | Jun 30, 26 |
| 17 | American Funds Capital Income Bldr A | 760.86K (0.75%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 18 | Tortoise Strategic Energy Infr Composite | 738.86K (0.73%) | -15.22K Decreased by -2.06% | Jun 30, 26 |
| 19 | Westwood Salient MLP & Engy Infras Inst | 723.85K (0.71%) | 0.00 Increased by 0.00% | Jun 30, 26 |
| 20 | MFS Mid Cap Growth A | 711.90K (0.70%) | 268.30K Increased by +37.69% | May 31, 26 |