| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 10.55M (10.43%) | 359.02K Increased by +3.40% | Dec 31, 24 |
| 2 | BlackRock Inc | 10.45M (10.33%) | 29.36K Increased by +0.28% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 3.73M (3.68%) | -695.90K Decreased by -18.68% | Dec 31, 24 |
| 4 | State Street Corp | 3.42M (3.38%) | 32.30K Increased by +0.95% | Dec 31, 24 |
| 5 | Goldman Sachs Group Inc | 3.26M (3.22%) | 124.04K Increased by +3.80% | Dec 31, 24 |
| 6 | State Street Corporation | 3.04M (3.01%) | 109.44K Increased by +3.60% | Dec 31, 23 |
| 7 | Deutsche Bank AG | 2.83M (2.80%) | 147.79K Increased by +5.22% | Dec 31, 24 |
| 8 | Geode Capital Management, LLC | 2.45M (2.42%) | 386.67K Increased by +15.76% | Dec 31, 24 |
| 9 | Energy Income Partners, LLC | 2.34M (2.31%) | -261.34K Decreased by -11.19% | Sep 30, 24 |
| 10 | Zimmer Partners LP | 2.15M (2.13%) | 612.86K Increased by +28.47% | Sep 30, 23 |
| 11 | Pacer Advisors, INC. | 2.14M (2.12%) | 2.05M Increased by +95.52% | Dec 31, 24 |
| 12 | Blackstone Inc | 1.63M (1.61%) | 1.57M Increased by +96.53% | Dec 31, 24 |
| 13 | Neuberger Berman Group LLC | 1.57M (1.55%) | -29.36K Decreased by -1.87% | Dec 31, 24 |
| 14 | First Trust Advisors L.P. | 1.52M (1.51%) | 1.13M Increased by +74.00% | Dec 31, 23 |
| 15 | Cardinal Capital Management Llc | 1.52M (1.51%) | -231.29K Decreased by -15.17% | Dec 31, 23 |
| 16 | Amvescap Plc. | 1.49M (1.47%) | 294.58K Increased by +19.80% | Dec 31, 24 |
| 17 | Citadel Advisors Llc | 1.35M (1.34%) | 1.13M Increased by +83.44% | Dec 31, 24 |
| 18 | Tortoise Midstream Energy Fund, Inc. | 1.30M (1.28%) | -134.64K Decreased by -10.36% | 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 | 3.28M (3.24%) | -10.58K Decreased by -0.32% | Apr 30, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 3.18M (3.15%) | 15.40K Increased by +0.48% | Mar 31, 25 |
| 3 | Vanguard Small Cap Index | 2.53M (2.50%) | -43.57K Decreased by -1.72% | Mar 31, 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 (1.62%) | -54.99K Decreased by -3.35% | Mar 31, 25 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 1.56M (1.54%) | 84.40K Increased by +5.41% | Mar 31, 25 |
| 7 | Global X MLP & Energy Infrastructure ETF | 1.20M (1.19%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 8 | Franklin Utilities A1 | 1.00M (0.99%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 9 | Cardinal Capital SMID Cap Value Equity | 980.85K (0.97%) | -136.01K Decreased by -13.87% | Mar 31, 24 |
| 10 | First Trust Value Line® Dividend ETF | 965.62K (0.95%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Tortoise Energy Infrastructure TR Ins | 904.95K (0.89%) | 293.93K Increased by +32.48% | Mar 31, 25 |
| 12 | Westwood Salient MLP & Engy Infras Inst | 862.24K (0.85%) | -13.65K Decreased by -1.58% | Mar 31, 25 |
| 13 | Reaves Utility Income | 823.87K (0.81%) | 75.00K Increased by +9.10% | Dec 31, 24 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 809.02K (0.80%) | 24.12K Increased by +2.98% | Mar 31, 25 |
| 15 | Invesco S&P MidCap Momentum ETF | 804.48K (0.80%) | -2.45K Decreased by -0.30% | Apr 30, 25 |
| 16 | American Funds Capital Income Bldr A | 760.86K (0.75%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | Franklin Utilities Fund A1 | 750.00K (0.74%) | -50.00K Decreased by -6.67% | Mar 31, 25 |
| 18 | DFA US Small Cap Value I | 693.71K (0.69%) | -203.17K Decreased by -29.29% | Mar 31, 25 |
| 19 | First Sentier Glb Lstd Infra B GBP Acc | 691.01K (0.68%) | 37.20K Increased by +5.38% | Mar 31, 24 |
| 20 | JPM Small Cap Equity-MA | 624.96K (0.62%) | -126.29K Decreased by -20.21% | Sep 30, 24 |