| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 2.05M (0.48%) | -24.11K Decreased by -1.18% | Dec 31, 24 |
| 2 | Goldman Sachs Group Inc | 1.03M (0.24%) | 24.00 Increased by +0.00% | Dec 31, 24 |
| 3 | Lazard Asset Management LLC | 964.58K (0.23%) | 161.06K Increased by +16.70% | Dec 31, 24 |
| 4 | BlackRock Inc | 838.36K (0.20%) | -33.18K Decreased by -3.96% | Dec 31, 24 |
| 5 | Bank of America Corp | 453.21K (0.11%) | 73.50K Increased by +16.22% | Dec 31, 24 |
| 6 | Point72 Asset Management, L.P. | 385.60K (0.09%) | 385.60K Increased by +100.00% | Jun 30, 24 |
| 7 | Northern Trust Corp | 374.16K (0.09%) | 161.90K Increased by +43.27% | Dec 31, 24 |
| 8 | Acadian Asset Management LLC | 313.93K (0.07%) | 89.17K Increased by +28.40% | Mar 31, 24 |
| 9 | Jennison Associates LLC | 240.17K (0.06%) | -95.06K Decreased by -39.58% | Jun 30, 24 |
| 10 | Natixis Advisors, LLC. | 190.24K (0.04%) | 17.78K Increased by +9.35% | Dec 31, 24 |
| 11 | Wells Fargo & Co | 148.31K (0.03%) | -6.71K Decreased by -4.52% | Dec 31, 24 |
| 12 | FMR Inc | 144.48K (0.03%) | -15.79K Decreased by -10.93% | Dec 31, 24 |
| 13 | Renaissance Technologies Corp | 122.13K (0.03%) | 3.50K Increased by +2.87% | Dec 31, 24 |
| 14 | Envestnet Asset Management Inc | 90.74K (0.02%) | 17.08K Increased by +18.83% | Dec 31, 24 |
| 15 | Jane Street Group LLC | 86.53K (0.02%) | 56.10K Increased by +64.84% | Dec 31, 24 |
| 16 | Creative Planning Inc | 73.59K (0.02%) | -3.58K Decreased by -4.86% | Dec 31, 24 |
| 17 | Dimensional Fund Advisors, Inc. | 72.78K (0.02%) | 1.43K Increased by +1.97% | Dec 31, 24 |
| 18 | Citadel Advisors Llc | 71.70K (0.02%) | 71.70K Increased by +100.00% | Dec 31, 24 |
| 19 | Quantinno Capital Management LP | 63.91K (0.01%) | 5.34K Increased by +8.35% | Dec 31, 24 |
| 20 | Ethic Inc. | 61.02K (0.01%) | -19.90K Decreased by -32.61% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | UBS Personalized ISE | 70.09K (0.02%) | 104.00 Increased by +0.15% | Dec 31, 24 |
| 2 | UBS: Global Ex-US Sustainable Equity SMA | 70.09K (0.02%) | 104.00 Increased by +0.15% | Dec 31, 24 |
| 3 | Dimensional SMA Global ex US Large Core | 39.96K (0.01%) | 39.96K Increased by +100.00% | Sep 30, 23 |
| 4 | DFA International Core Equity I | 38.44K (0.01%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 5 | Steward International Enhanced Index I | 32.27K (0.01%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 6 | ACATIS Global Value Total Return | 25.93K (0.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Commonwealth Real Estate Securities | 25.00K (0.01%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 8 | ActivePassive International Equity ETF | 22.59K (0.01%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | RCCF Old Mutual Multi-Style GlblEq C Hyb | 17.67K (0.00%) | -14.95K Decreased by -84.59% | Jul 31, 24 |
| 10 | Altex Momentum I EUR | 17.61K (0.00%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 11 | Dimensional SMA Global Large Core | 15.08K (0.00%) | 15.08K Increased by +100.00% | Sep 30, 23 |
| 12 | Yorktown Growth L | 12.30K (0.00%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 13 | Advisory Research U.S. Mid Cap Growth | 11.00K (0.00%) | 10.47K Increased by +95.17% | Sep 30, 23 |
| 14 | R3 Global Dividend Growth ETF | 9.60K (0.00%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 15 | Lazard Intl Eq Select w/EM (EAFE) ADR | 9.05K (0.00%) | 3.04K Increased by +33.62% | Dec 31, 24 |
| 16 | Shelton International Select Equity | 7.72K (0.00%) | -329.00 Decreased by -4.26% | Jun 30, 24 |
| 17 | BIB Nachhaltigkeit Aktien Global | 7.62K (0.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Acadian Enhanced Global Equity Composite | 6.88K (0.00%) | 6.88K Increased by +100.00% | Mar 31, 24 |
| 19 | James Aggressive Allocation | 6.80K (0.00%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 20 | Rayliant Quantitative Dev Mkt Eq ETF | 6.64K (0.00%) | -152.00 Decreased by -2.29% | Apr 30, 24 |