| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.61M (12.30%) | 60.45K Increased by +0.91% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 6.05M (11.25%) | 77.23K Increased by +1.28% | Dec 31, 24 |
| 3 | Wellington Management Company LLP | 3.42M (6.37%) | 1.04M Increased by +30.22% | Dec 31, 24 |
| 4 | T. Rowe Price Investment Management,Inc. | 1.91M (3.55%) | 166.86K Increased by +8.74% | Dec 31, 24 |
| 5 | State Street Corp | 1.77M (3.29%) | 113.31K Increased by +6.40% | Dec 31, 24 |
| 6 | State Street Corporation | 1.62M (3.01%) | -50.00K Decreased by -3.09% | Mar 31, 24 |
| 7 | Victory Capital Management Inc. | 1.43M (2.66%) | -20.03K Decreased by -1.40% | Dec 31, 24 |
| 8 | AllianceBernstein L.P. | 1.38M (2.57%) | 29.09K Increased by +2.11% | Dec 31, 24 |
| 9 | Morgan Stanley - Brokerage Accounts | 1.34M (2.49%) | -294.87K Decreased by -22.00% | Dec 31, 24 |
| 10 | Parnassus Investments, LLC | 1.05M (1.96%) | -132.09K Decreased by -12.54% | Dec 31, 23 |
| 11 | Reaves W H & Co Inc | 998.38K (1.86%) | 429.28K Increased by +43.00% | Dec 31, 24 |
| 12 | Geode Capital Management, LLC | 954.03K (1.78%) | 3.83K Increased by +0.40% | Dec 31, 24 |
| 13 | Neuberger Berman Group LLC | 943.65K (1.76%) | 180.14K Increased by +19.09% | Dec 31, 24 |
| 14 | Mariner Value Strategies, LLC | 793.13K (1.48%) | -321.34K Decreased by -40.52% | Sep 30, 24 |
| 15 | Parnassus Investments LLC | 749.99K (1.40%) | 32.16K Increased by +4.29% | Jun 30, 24 |
| 16 | FMR Inc | 738.73K (1.37%) | 8.10K Increased by +1.10% | Dec 31, 24 |
| 17 | GW&K Investment Management, LLC | 721.84K (1.34%) | -2.93K Decreased by -0.41% | Dec 31, 24 |
| 18 | Dimensional Fund Advisors, Inc. | 713.02K (1.33%) | 8.82K Increased by +1.24% | Dec 31, 24 |
| 19 | Charles Schwab Investment Management Inc | 699.58K (1.30%) | 7.29K Increased by +1.04% | Dec 31, 24 |
| 20 | JPMorgan Chase & Co | 686.80K (1.28%) | 44.97K Increased by +6.55% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.73M (3.22%) | -855.00 Decreased by -0.05% | Apr 29, 25 |
| 2 | Vanguard US Total Market Shares ETF | 1.68M (3.13%) | 88.78K Increased by +5.27% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.68M (3.13%) | 4.53K Increased by +0.27% | Mar 31, 25 |
| 4 | Vanguard Small Cap Index | 1.35M (2.51%) | -13.12K Decreased by -0.97% | Mar 31, 25 |
| 5 | iShares Select Dividend ETF | 1.11M (2.07%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 6 | Vanguard Explorer Inv | 1.08M (2.00%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | Victory Small Cap Value CIT (Net 75) | 1.03M (1.92%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 873.24K (1.62%) | -22.38K Decreased by -2.56% | Mar 31, 25 |
| 9 | Reaves Utility Income | 847.10K (1.58%) | 362.80K Increased by +42.83% | Dec 31, 24 |
| 10 | Reaves Utility Income Fund | 847.10K (1.58%) | 362.80K Increased by +42.83% | Dec 31, 24 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 820.91K (1.53%) | 12.44K Increased by +1.52% | Mar 31, 25 |
| 12 | Victory Sycamore Small Company Opp R | 775.00K (1.44%) | -255.00K Decreased by -32.90% | Mar 31, 25 |
| 13 | Parnassus Mid-Cap | 749.99K (1.40%) | 53.41K Increased by +7.12% | Jun 30, 24 |
| 14 | Neuberger Berman Genesis Inv | 649.16K (1.21%) | 42.35K Increased by +6.52% | Mar 31, 25 |
| 15 | Franklin Small Cap Value A | 602.57K (1.12%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 16 | Franklin US Small Cap Value Equity | 602.57K (1.12%) | 147.60K Increased by +24.50% | Jun 30, 24 |
| 17 | T. Rowe Price Small-Cap Value | 585.22K (1.09%) | -126.00 Decreased by -0.02% | Mar 31, 25 |
| 18 | Nuance Mid Cap Value Separate Account | 553.61K (1.03%) | -245.20K Decreased by -44.29% | Sep 30, 24 |
| 19 | Calvert Small-Cap A | 545.16K (1.01%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 20 | Calvert US Small-Cap Strategy | 545.16K (1.01%) | 11.67K Increased by +2.14% | Dec 31, 24 |