| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox | 19.92M (17.84%) | 578.92K Increased by +2.91% | Jun 30, 23 |
| 2 | Vanguard Group Inc | 13.89M (12.44%) | 2.00M Increased by +14.43% | Jun 30, 23 |
| 3 | BlackRock Inc | 11.89M (10.65%) | 19.87K Increased by +0.17% | Mar 31, 23 |
| 4 | Macquarie Group Ltd | 5.04M (4.51%) | 467.03K Increased by +9.26% | Mar 31, 23 |
| 5 | FMR Inc | 4.32M (3.87%) | 2.08M Increased by +48.10% | Mar 31, 23 |
| 6 | Franklin Resources Inc | 3.85M (3.45%) | 594.30K Increased by +15.42% | Jun 30, 23 |
| 7 | State Street Corporation | 3.79M (3.39%) | 47.17K Increased by +1.25% | Mar 31, 23 |
| 8 | American Century Companies Inc | 3.11M (2.78%) | -1.52M Decreased by -48.82% | Jun 30, 23 |
| 9 | Geode Capital Management, LLC | 1.88M (1.68%) | -67.28K Decreased by -3.59% | Mar 31, 23 |
| 10 | FORT PITT CAPITAL GROUP, LLC | 1.66M (1.49%) | 109.89K Increased by +6.62% | Jun 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 1.66M (1.48%) | -394.61K Decreased by -23.81% | Mar 31, 23 |
| 12 | Barrow Hanley Mewhinney & Strauss LLC | 1.50M (1.34%) | 12.48K Increased by +0.83% | Jun 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 1.47M (1.32%) | 25.89K Increased by +1.76% | Mar 31, 23 |
| 14 | Amvescap Plc. | 1.31M (1.17%) | -124.88K Decreased by -9.53% | Mar 31, 23 |
| 15 | Bank of New York Mellon Corp | 1.25M (1.12%) | -51.78K Decreased by -4.14% | Jun 30, 23 |
| 16 | Snyder Capital Management LP | 1.17M (1.04%) | -17.19K Decreased by -1.47% | Jun 30, 23 |
| 17 | Northern Trust Corp | 1.08M (0.97%) | -15.63K Decreased by -1.45% | Jun 30, 23 |
| 18 | Frontier Capital Management CO Inc | 1.07M (0.96%) | 790.77K Increased by +73.90% | Jun 30, 23 |
| 19 | Paradigm Capital Management, Inc. | 1.04M (0.93%) | -180.10K Decreased by -17.38% | Jun 30, 23 |
| 20 | Channing Capital Management, LLC | 954.32K (0.85%) | -550.73K Decreased by -57.71% | Jun 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dodge & Cox Stock I | 11.33M (10.15%) | 36.40K Increased by +0.32% | Jun 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 4.45M (3.99%) | 21.57K Increased by +0.48% | Jul 31, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 4.38M (3.92%) | -5.04K Decreased by -0.12% | Jul 31, 23 |
| 4 | Vanguard Instl Ttl Stck Mkt Idx Tr | 3.67M (3.28%) | 79.61K Increased by +2.17% | Mar 31, 23 |
| 5 | Vanguard Small Cap Index | 3.62M (3.24%) | 15.57K Increased by +0.43% | Jul 31, 23 |
| 6 | Franklin Small Cap Value SMA Composite | 2.67M (2.39%) | 438.86K Increased by +16.43% | Jun 30, 23 |
| 7 | Franklin US Small Cap Value Equity | 2.67M (2.39%) | 438.86K Increased by +16.43% | Jun 30, 23 |
| 8 | American Century Small Cap Value Inv | 2.54M (2.27%) | -1.28M Decreased by -50.69% | Jun 30, 23 |
| 9 | American Century U.S. Small Cap Value | 2.54M (2.27%) | -1.28M Decreased by -50.69% | Jun 30, 23 |
| 10 | Franklin Small Cap Value A | 2.25M (2.01%) | -423.54K Decreased by -18.85% | Jul 31, 23 |
| 11 | Pictet-Clean Energy Transition I USD | 2.13M (1.91%) | 38.86K Increased by +1.82% | Feb 28, 23 |
| 12 | Vanguard Small Cap Growth Index Inv | 2.07M (1.85%) | 9.04K Increased by +0.44% | Jul 31, 23 |
| 13 | Vanguard Extended Market Index Investor | 1.94M (1.74%) | 32.72K Increased by +1.69% | Jul 31, 23 |
| 14 | Delaware Ivy Mid Cap Growth A | 1.91M (1.71%) | -384.69K Decreased by -20.18% | Jun 30, 23 |
| 15 | Dodge & Cox Global Stock I | 1.79M (1.60%) | 198.30K Increased by +11.10% | Jun 30, 23 |
| 16 | Dodge & Cox Balanced Composite | 1.37M (1.22%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 17 | Dodge & Cox Balanced I | 1.37M (1.22%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 18 | SPDR® S&P MIDCAP 400 ETF Trust | 1.17M (1.05%) | -4.32K Decreased by -0.37% | Jul 31, 23 |