| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 3.84M (10.82%) | 122.02K Increased by +3.18% | Sep 30, 24 |
| 2 | BlackRock Inc | 3.50M (9.86%) | 38.66K Increased by +1.10% | Jun 30, 24 |
| 3 | Boston Partners Global Investors, Inc | 1.68M (4.72%) | -34.45K Decreased by -2.06% | Jun 30, 24 |
| 4 | Morgan Stanley - Brokerage Accounts | 1.10M (3.11%) | -81.51K Decreased by -7.39% | Jun 30, 24 |
| 5 | State Street Corporation | 1.09M (3.07%) | 35.94K Increased by +3.29% | Mar 31, 24 |
| 6 | State Street Corp | 1.09M (3.06%) | -3.65K Decreased by -0.34% | Jun 30, 24 |
| 7 | Amvescap Plc. | 1.07M (3.01%) | 144.70K Increased by +13.53% | Jun 30, 24 |
| 8 | TD Asset Management Inc | 1.06M (2.98%) | 27.25K Increased by +2.58% | Sep 30, 24 |
| 9 | JPMorgan Chase & Co | 948.89K (2.67%) | -108.72K Decreased by -11.46% | Jun 30, 24 |
| 10 | Massachusetts Financial Services Company | 907.77K (2.56%) | -133.01K Decreased by -14.65% | Sep 30, 24 |
| 11 | Wellington Management Company LLP | 788.21K (2.22%) | 326.20K Increased by +41.39% | Jun 30, 24 |
| 12 | Fuller & Thaler Asset Management Inc | 733.00K (2.06%) | -12.23K Decreased by -1.67% | Sep 30, 24 |
| 13 | Geode Capital Management, LLC | 683.87K (1.93%) | 48.30K Increased by +7.06% | Jun 30, 24 |
| 14 | Millennium Management LLC | 665.57K (1.87%) | -79.64K Decreased by -11.97% | Jun 30, 24 |
| 15 | Lord, Abbett & Co LLC | 638.64K (1.80%) | 266.23K Increased by +41.69% | Jun 30, 24 |
| 16 | PRIMECAP Management Company | 604.55K (1.70%) | 8.10K Increased by +1.34% | Jun 30, 24 |
| 17 | Dimensional Fund Advisors, Inc. | 591.87K (1.67%) | -206.08K Decreased by -34.82% | Sep 30, 24 |
| 18 | American Century Companies Inc | 542.27K (1.53%) | 38.26K Increased by +7.06% | Dec 31, 23 |
| 19 | FMR Inc | 451.82K (1.27%) | 379.00K Increased by +83.88% | Sep 30, 24 |
| 20 | Bahl & Gaynor Inc. | 435.92K (1.23%) | 9.67K Increased by +2.22% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.15M (3.23%) | -4.49K Decreased by -0.39% | Oct 31, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.12M (3.16%) | 608.00 Increased by +0.05% | Oct 31, 24 |
| 3 | JHancock Disciplined Value Mid Cap I | 958.06K (2.70%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Vanguard Small Cap Index | 913.57K (2.57%) | 1.80K Increased by +0.20% | Oct 31, 24 |
| 5 | FullerThaler Behavioral Sm-Cp Eq R6 | 704.74K (1.98%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 6 | FullerThaler Behavioral Small-Cap Equity | 704.74K (1.98%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 7 | MFS Mid Cap Value A | 687.36K (1.93%) | -2.83K Decreased by -0.41% | Sep 30, 24 |
| 8 | MFS Mid Cap Value Equity | 687.36K (1.93%) | -107.45K Decreased by -15.63% | Sep 30, 24 |
| 9 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 681.44K (1.92%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Fuller & Thaler Behavioral Small-Cap Eq | 681.44K (1.92%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Vanguard Small Cap Value Index Inv | 617.10K (1.74%) | -212.00 Decreased by -0.03% | Oct 31, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 533.44K (1.50%) | -6.35K Decreased by -1.19% | Sep 30, 24 |
| 13 | TD U.S. Dividend Growth Fund-F | 505.21K (1.42%) | 34.20K Increased by +6.77% | Jun 30, 24 |
| 14 | Invesco Discovery A | 423.10K (1.19%) | 9.10K Increased by +2.15% | Sep 30, 24 |
| 15 | Invesco OFI Small Cap Growth | 423.10K (1.19%) | 9.10K Increased by +2.15% | Sep 30, 24 |
| 16 | Invesco Discovery Mid Cap Growth Y | 402.49K (1.13%) | 19.34K Increased by +4.80% | Sep 30, 24 |
| 17 | Invesco Mid Cap Growth | 402.49K (1.13%) | 80.29K Increased by +19.95% | Sep 30, 24 |
| 18 | JPM Small Cap Equity-MA | 302.20K (0.85%) | 298.55K Increased by +98.79% | Jun 30, 24 |
| 19 | JPM US Small Cap Core-Composite | 302.20K (0.85%) | -16.64K Decreased by -5.51% | Jun 30, 24 |
| 20 | SRH Total Return Fund | 300.00K (0.84%) | 0.00 Increased by 0.00% | Oct 31, 24 |