| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 10.35M (15.83%) | -339.93K Decreased by -3.29% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 9.42M (14.42%) | 170.02K Increased by +1.80% | Mar 31, 25 |
| 3 | FMR Inc | 5.88M (9.00%) | 1.44M Increased by +24.43% | Mar 31, 25 |
| 4 | JPMorgan Chase & Co | 4.22M (6.46%) | -866.23K Decreased by -20.52% | Jun 30, 24 |
| 5 | Clarkston Capital Partners, LLC | 4.21M (6.43%) | 128.73K Increased by +3.06% | Mar 31, 25 |
| 6 | State Street Corporation | 2.70M (4.13%) | 47.70K Increased by +1.77% | Mar 31, 24 |
| 7 | State Street Corp | 2.67M (4.08%) | -71.01K Decreased by -2.66% | Mar 31, 25 |
| 8 | LSV Asset Management | 2.33M (3.56%) | 515.12K Increased by +22.13% | Mar 31, 25 |
| 9 | Fuller & Thaler Asset Management Inc | 2.09M (3.20%) | 775.22K Increased by +37.02% | Mar 31, 25 |
| 10 | Geode Capital Management, LLC | 1.59M (2.43%) | 51.24K Increased by +3.23% | Mar 31, 25 |
| 11 | Gamco Investors, Inc. Et Al | 1.41M (2.15%) | 26.45K Increased by +1.88% | Mar 31, 25 |
| 12 | Millennium Management LLC | 1.24M (1.90%) | 496.15K Increased by +40.01% | Dec 31, 24 |
| 13 | Dimensional Fund Advisors, Inc. | 1.16M (1.77%) | 144.94K Increased by +12.51% | Mar 31, 25 |
| 14 | Armistice Capital, LLC | 1.13M (1.73%) | 138.72K Increased by +12.30% | Mar 31, 25 |
| 15 | Charles Schwab Investment Management Inc | 1.00M (1.53%) | 37.68K Increased by +3.76% | Mar 31, 25 |
| 16 | Bank of New York Mellon Corp | 978.69K (1.50%) | -44.40K Decreased by -4.54% | Mar 31, 25 |
| 17 | Principal Financial Group Inc | 907.83K (1.39%) | 13.45K Increased by +1.48% | Mar 31, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 806.57K (1.23%) | 75.45K Increased by +9.35% | Mar 31, 25 |
| 19 | Northern Trust Corp | 795.01K (1.22%) | 76.76K Increased by +9.66% | Dec 31, 24 |
| 20 | Sasco Capital Inc | 659.90K (1.01%) | -109.08K Decreased by -16.53% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thornburg Investment Income Builder Sep | 7.25M (11.09%) | 7.25M Increased by +100.00% | Mar 31, 25 |
| 2 | iShares Core S&P Small-Cap ETF | 3.98M (6.09%) | -3.74K Decreased by -0.09% | Apr 30, 25 |
| 3 | Clarkston Capital SMID Composite | 3.92M (6.00%) | 110.86K Increased by +2.83% | Mar 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 2.31M (3.54%) | 73.95K Increased by +3.20% | Apr 30, 25 |
| 5 | Vanguard US Total Market Shares ETF | 2.24M (3.43%) | 2.77K Increased by +0.12% | Sep 30, 24 |
| 6 | FullerThaler Behavioral Small-Cap Value | 1.88M (2.88%) | 680.38K Increased by +36.20% | Mar 31, 25 |
| 7 | Vanguard Small Cap Index | 1.81M (2.77%) | 7.89K Increased by +0.44% | Apr 30, 25 |
| 8 | Undiscovered Managers Behavioral Val L | 1.79M (2.74%) | 147.63K Increased by +8.24% | Mar 31, 25 |
| 9 | iShares Russell 2000 ETF | 1.78M (2.72%) | 301.00 Increased by +0.02% | Apr 30, 25 |
| 10 | JPM US Mid Cap Value-Composite | 1.75M (2.67%) | -349.87K Decreased by -20.04% | Jun 30, 24 |
| 11 | JPM US Mid Cap Value-MA | 1.75M (2.67%) | -349.87K Decreased by -20.04% | Jun 30, 24 |
| 12 | JPMorgan Mid Cap Value L | 1.75M (2.67%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 13 | Fidelity Select Consumer Staples Port | 1.66M (2.55%) | 239.90K Increased by +14.41% | Mar 31, 25 |
| 14 | Fuller & Thaler Behavrl Small-Cap Value | 1.46M (2.23%) | -294.71K Decreased by -20.19% | Nov 30, 23 |
| 15 | Clarkston Partners Founders | 1.38M (2.10%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | JPM US Value Advantage-MA | 1.18M (1.81%) | 1.13M Increased by +95.55% | Sep 30, 23 |
| 17 | Vanguard Small Cap Value Index Inv | 1.17M (1.79%) | 3.65K Increased by +0.31% | Apr 30, 25 |
| 18 | Vanguard Institutional Extnd Mkt Idx Tr | 1.01M (1.54%) | 1.08K Increased by +0.11% | Apr 30, 25 |
| 19 | Fidelity Value | 986.00K (1.51%) | 8.90K Increased by +0.90% | Dec 31, 23 |
| 20 | Fidelity® Value | 977.10K (1.49%) | -111.90K Decreased by -11.45% | Nov 30, 23 |