| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 11.17M (11.05%) | 621.18K Increased by +5.56% | Mar 31, 25 |
| 2 | BlackRock Inc | 10.62M (10.50%) | 163.95K Increased by +1.54% | Mar 31, 25 |
| 3 | State Street Corp | 3.58M (3.54%) | 162.72K Increased by +4.54% | Mar 31, 25 |
| 4 | Blackstone Inc | 3.24M (3.20%) | 1.60M Increased by +49.59% | Mar 31, 25 |
| 5 | State Street Corporation | 3.04M (3.01%) | 109.44K Increased by +3.60% | Dec 31, 23 |
| 6 | Dimensional Fund Advisors, Inc. | 3.04M (3.00%) | -685.43K Decreased by -22.55% | Mar 31, 25 |
| 7 | Deutsche Bank AG | 2.81M (2.77%) | -25.20K Decreased by -0.90% | Mar 31, 25 |
| 8 | Goldman Sachs Group Inc | 2.78M (2.75%) | -483.21K Decreased by -17.39% | Mar 31, 25 |
| 9 | Neuberger Berman Group LLC | 2.36M (2.33%) | 785.50K Increased by +33.31% | Mar 31, 25 |
| 10 | Energy Income Partners, LLC | 2.34M (2.31%) | -261.34K Decreased by -11.19% | Sep 30, 24 |
| 11 | Geode Capital Management, LLC | 2.25M (2.23%) | -199.99K Decreased by -8.88% | Mar 31, 25 |
| 12 | Zimmer Partners LP | 2.15M (2.13%) | 612.86K Increased by +28.47% | Sep 30, 23 |
| 13 | Pacer Advisors, INC. | 2.14M (2.12%) | 2.05M Increased by +95.52% | Dec 31, 24 |
| 14 | Tortoise Midstream Energy Fund, Inc. | 1.58M (1.56%) | 282.87K Increased by +17.87% | Mar 31, 25 |
| 15 | First Trust Advisors L.P. | 1.52M (1.51%) | 1.13M Increased by +74.00% | Dec 31, 23 |
| 16 | Cardinal Capital Management Llc | 1.52M (1.51%) | -231.29K Decreased by -15.17% | Dec 31, 23 |
| 17 | Amvescap Plc. | 1.49M (1.47%) | 294.58K Increased by +19.80% | Dec 31, 24 |
| 18 | Citadel Advisors Llc | 1.35M (1.34%) | 1.13M Increased by +83.44% | Dec 31, 24 |
| 19 | JPMorgan Chase & Co | 1.30M (1.28%) | -528.87K Decreased by -40.69% | Sep 30, 24 |
| 20 | T. Rowe Price Investment Management,Inc. | 1.25M (1.24%) | 102.72K Increased by +8.22% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 3.29M (3.25%) | 2.16K Increased by +0.07% | May 28, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 3.25M (3.21%) | 62.81K Increased by +1.93% | Apr 30, 25 |
| 3 | Vanguard Small Cap Index | 2.54M (2.52%) | 15.19K Increased by +0.60% | Apr 30, 25 |
| 4 | Pacer US Cash Cows 100 ETF | 1.99M (1.97%) | 2.94K Increased by +0.15% | Feb 28, 25 |
| 5 | Vanguard Small Cap Value Index Inv | 1.64M (1.63%) | 5.19K Increased by +0.32% | Apr 30, 25 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 1.57M (1.55%) | 8.33K Increased by +0.53% | Apr 30, 25 |
| 7 | Global X MLP & Energy Infrastructure ETF | 1.19M (1.17%) | 3.06K Increased by +0.26% | May 29, 25 |
| 8 | Cardinal Capital SMID Cap Value Equity | 980.85K (0.97%) | -136.01K Decreased by -13.87% | Mar 31, 24 |
| 9 | First Trust Value Line® Dividend ETF | 965.62K (0.95%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 10 | Tortoise Energy Infrastructure TR Ins | 904.95K (0.89%) | 293.93K Increased by +32.48% | Mar 31, 25 |
| 11 | Westwood Salient MLP & Engy Infras Inst | 862.24K (0.85%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 12 | Invesco S&P MidCap Momentum ETF | 824.06K (0.81%) | 0.00 Increased by 0.00% | May 29, 25 |
| 13 | SPDR® S&P MIDCAP 400 ETF Trust | 800.17K (0.79%) | -8.85K Decreased by -1.11% | Apr 30, 25 |
| 14 | American Funds Capital Income Bldr A | 760.86K (0.75%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Franklin Utilities A1 | 750.00K (0.74%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 16 | Franklin Utilities Fund A1 | 750.00K (0.74%) | -50.00K Decreased by -6.67% | Mar 31, 25 |
| 17 | DFA US Small Cap Value I | 693.71K (0.69%) | -203.17K Decreased by -29.29% | Mar 31, 25 |
| 18 | First Sentier Glb Lstd Infra B GBP Acc | 691.01K (0.68%) | 37.20K Increased by +5.38% | Mar 31, 24 |
| 19 | JPM Small Cap Equity-MA | 624.96K (0.62%) | -126.29K Decreased by -20.21% | Sep 30, 24 |
| 20 | JPM US Small Cap Core-Composite | 624.96K (0.62%) | -126.29K Decreased by -20.21% | Sep 30, 24 |