| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.14M (11.02%) | -225.02K Decreased by -4.38% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 2.85M (6.10%) | -11.01K Decreased by -0.39% | Dec 31, 24 |
| 3 | Arete Wealth Advisors, LLC | 1.35M (2.90%) | 104.87K Increased by +7.76% | Jun 30, 24 |
| 4 | Acadian Asset Management LLC | 1.32M (2.84%) | 33.47K Increased by +2.53% | Mar 31, 24 |
| 5 | Hotchkis & Wiley Capital Management LLC | 1.29M (2.77%) | -40.30K Decreased by -3.12% | Dec 31, 24 |
| 6 | CURA WEALTH ADVISORS, LLC | 1.26M (2.69%) | 1.26M Increased by +100.00% | Dec 31, 24 |
| 7 | EPIQ PARTNERS, LLC | 1.24M (2.66%) | 696.92K Increased by +56.15% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 1.20M (2.57%) | 22.34K Increased by +1.86% | Dec 31, 24 |
| 9 | Morgan Stanley - Brokerage Accounts | 1.17M (2.51%) | -115.29K Decreased by -9.87% | Dec 31, 24 |
| 10 | State Street Corp | 1.13M (2.43%) | 49.18K Increased by +4.34% | Dec 31, 24 |
| 11 | State Street Corporation | 1.12M (2.41%) | 25.15K Increased by +2.24% | Mar 31, 24 |
| 12 | GRATIA CAPITAL, LLC | 700.00K (1.50%) | 700.00K Increased by +100.00% | Dec 31, 24 |
| 13 | Relative Value Partners Group LLC | 658.15K (1.41%) | 41.39K Increased by +6.29% | Mar 31, 24 |
| 14 | Prudential Financial Inc | 600.40K (1.29%) | 226.00 Increased by +0.04% | Dec 31, 24 |
| 15 | Charles Schwab Investment Management Inc | 574.22K (1.23%) | -225.41K Decreased by -39.25% | Dec 31, 24 |
| 16 | Citadel Advisors Llc | 552.25K (1.18%) | -755.48K Decreased by -136.80% | Sep 30, 23 |
| 17 | Millennium Management LLC | 532.02K (1.14%) | -940.13K Decreased by -176.71% | Dec 31, 23 |
| 18 | Northern Trust Corp | 526.47K (1.13%) | 63.97K Increased by +12.15% | Dec 31, 24 |
| 19 | Balyasny Asset Management LLC | 498.44K (1.07%) | -323.74K Decreased by -64.95% | Dec 31, 24 |
| 20 | Wolverine Asset Management LLC | 493.85K (1.06%) | 334.11K Increased by +67.65% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.60M (3.42%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.58M (3.38%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 3 | iShares Russell 2000 ETF | 1.36M (2.92%) | -11.77K Decreased by -0.86% | Mar 31, 25 |
| 4 | Fuh Hwa FTSE Mortgage REITs ETF | 1.01M (2.16%) | 103.06K Increased by +10.23% | Dec 31, 24 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 871.78K (1.87%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | iShares Mortgage Real Estate Capped ETF | 789.98K (1.69%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | Schwab Fundamental US Small Company ETF | 566.36K (1.21%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 8 | Fidelity Small Cap Index | 518.59K (1.11%) | -9.71K Decreased by -1.87% | Jan 31, 25 |
| 9 | Fidelity® Small Cap Index | 511.81K (1.10%) | 16.60K Increased by +3.24% | Oct 31, 23 |
| 10 | iShares Russell 2000 Value ETF | 486.21K (1.04%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | Purpose Credit Opportunities Series F | 425.28K (0.91%) | 150.00K Increased by +35.27% | Jun 30, 24 |
| 12 | Hotchkis & Wiley Sm Cp Divers Val I | 404.30K (0.87%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 13 | State St Russell Sm/Mid Cp® Indx NL Cl C | 340.84K (0.73%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | State St Russell Sm/Mid Cp® Indx SL Cl I | 340.84K (0.73%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Hoya Capital High Dividend Yield ETF | 325.97K (0.70%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 16 | CREF Stock R1 | 323.23K (0.69%) | -68.64K Decreased by -21.24% | Feb 29, 24 |
| 17 | iShares U.S. Small-Cap Eq Fac ETF | 321.01K (0.69%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Fidelity® Extended Market Index | 299.87K (0.64%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Multi-Manager Small Cap Eq Strat Inst | 290.03K (0.62%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Invesco FTSE RAFI US 1500 Small-Mid ETF | 288.52K (0.62%) | 0.00 Increased by 0.00% | Jan 31, 25 |