| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.24M (11.37%) | 101.97K Increased by +1.95% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.84M (6.16%) | -5.84K Decreased by -0.21% | Mar 31, 25 |
| 3 | Arete Wealth Advisors, LLC | 1.35M (2.93%) | 104.87K Increased by +7.76% | Jun 30, 24 |
| 4 | Acadian Asset Management LLC | 1.32M (2.87%) | 33.47K Increased by +2.53% | Mar 31, 24 |
| 5 | Hotchkis & Wiley Capital Management LLC | 1.26M (2.73%) | -30.54K Decreased by -2.42% | Mar 31, 25 |
| 6 | CURA WEALTH ADVISORS, LLC | 1.26M (2.72%) | 1.26M Increased by +100.00% | Dec 31, 24 |
| 7 | EPIQ PARTNERS, LLC | 1.24M (2.69%) | 696.92K Increased by +56.15% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 1.18M (2.55%) | -24.78K Decreased by -2.11% | Mar 31, 25 |
| 9 | State Street Corporation | 1.12M (2.44%) | 25.15K Increased by +2.24% | Mar 31, 24 |
| 10 | State Street Corp | 1.12M (2.43%) | -11.79K Decreased by -1.05% | Mar 31, 25 |
| 11 | GRATIA CAPITAL, LLC | 800.00K (1.74%) | 100.00K Increased by +12.50% | Mar 31, 25 |
| 12 | Morgan Stanley - Brokerage Accounts | 761.29K (1.65%) | -406.98K Decreased by -53.46% | Mar 31, 25 |
| 13 | Relative Value Partners Group LLC | 658.15K (1.43%) | 41.39K Increased by +6.29% | Mar 31, 24 |
| 14 | Prudential Financial Inc | 552.12K (1.20%) | -48.28K Decreased by -8.74% | Mar 31, 25 |
| 15 | Millennium Management LLC | 532.02K (1.15%) | -940.13K Decreased by -176.71% | Dec 31, 23 |
| 16 | Northern Trust Corp | 526.47K (1.14%) | 63.97K Increased by +12.15% | Dec 31, 24 |
| 17 | Balyasny Asset Management LLC | 498.44K (1.08%) | -323.74K Decreased by -64.95% | Dec 31, 24 |
| 18 | Wolverine Asset Management LLC | 493.85K (1.07%) | 334.11K Increased by +67.65% | Dec 31, 24 |
| 19 | D. E. Shaw & Co LP | 433.99K (0.94%) | -134.94K Decreased by -31.09% | Dec 31, 24 |
| 20 | Two Sigma Investments LLC | 411.58K (0.89%) | -9.64K Decreased by -2.34% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.60M (3.46%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.58M (3.42%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 3 | iShares Russell 2000 ETF | 1.31M (2.85%) | 642.00 Increased by +0.05% | May 28, 25 |
| 4 | Fuh Hwa FTSE Mortgage REITs ETF | 1.01M (2.19%) | 103.06K Increased by +10.23% | Dec 31, 24 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 871.78K (1.89%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 6 | iShares Mortgage Real Estate Capped ETF | 649.66K (1.41%) | 0.00 Increased by 0.00% | May 28, 25 |
| 7 | Schwab Fundamental US Small Company ETF | 566.36K (1.23%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 8 | Fidelity Small Cap Index | 522.99K (1.13%) | 4.40K Increased by +0.84% | Feb 28, 25 |
| 9 | Fidelity® Small Cap Index | 511.81K (1.11%) | 16.60K Increased by +3.24% | Oct 31, 23 |
| 10 | iShares Russell 2000 Value ETF | 477.83K (1.04%) | 0.00 Increased by 0.00% | May 28, 25 |
| 11 | Purpose Credit Opportunities Series F | 425.28K (0.92%) | 150.00K Increased by +35.27% | Jun 30, 24 |
| 12 | Hotchkis & Wiley Sm Cp Divers Val I | 404.30K (0.88%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | Multi-Manager Small Cap Eq Strat Inst | 394.83K (0.86%) | 104.80K Increased by +26.54% | Apr 30, 25 |
| 14 | State St Russell Sm/Mid Cp® Indx NL Cl C | 340.84K (0.74%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 15 | State St Russell Sm/Mid Cp® Indx SL Cl I | 340.84K (0.74%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 16 | Hoya Capital High Dividend Yield ETF | 325.97K (0.71%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 17 | CREF Stock R1 | 323.23K (0.70%) | -68.64K Decreased by -21.24% | Feb 29, 24 |
| 18 | Fidelity® Extended Market Index | 299.87K (0.65%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | iShares U.S. Small-Cap Eq Fac ETF | 299.74K (0.65%) | 0.00 Increased by 0.00% | May 28, 25 |
| 20 | Invesco FTSE RAFI US 1500 Small-Mid ETF | 288.52K (0.63%) | 0.00 Increased by 0.00% | Jan 31, 25 |