| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 11.33M (10.04%) | -58.58K Decreased by -0.52% | Dec 31, 24 |
| 2 | BlackRock Inc | 10.59M (9.38%) | -210.09K Decreased by -1.98% | Dec 31, 24 |
| 3 | Jennison Associates LLC | 6.76M (6.00%) | -3.17K Decreased by -0.05% | Dec 31, 24 |
| 4 | Koch Industries Inc | 4.00M (3.55%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 5 | Brown Advisory Holdings Inc | 3.19M (2.82%) | -68.85K Decreased by -2.16% | Dec 31, 24 |
| 6 | State Street Corp | 3.05M (2.70%) | 55.85K Increased by +1.83% | Dec 31, 24 |
| 7 | State Street Corporation | 2.91M (2.58%) | 29.65K Increased by +1.02% | Mar 31, 24 |
| 8 | Goldman Sachs Group Inc | 2.83M (2.51%) | -291.95K Decreased by -10.32% | Dec 31, 24 |
| 9 | Wellington Management Company LLP | 2.68M (2.38%) | 1.17M Increased by +43.69% | Dec 31, 24 |
| 10 | Geode Capital Management, LLC | 2.61M (2.32%) | -38.15K Decreased by -1.46% | Dec 31, 24 |
| 11 | JPMorgan Chase & Co | 2.19M (1.94%) | -2.44M Decreased by -111.66% | Dec 31, 24 |
| 12 | Nuveen Asset Management, LLC | 1.98M (1.76%) | -219.85K Decreased by -11.10% | Dec 31, 24 |
| 13 | Balyasny Asset Management LLC | 1.78M (1.58%) | 461.74K Increased by +25.97% | Dec 31, 24 |
| 14 | Principal Financial Group Inc | 1.76M (1.56%) | -119.20K Decreased by -6.78% | Mar 31, 25 |
| 15 | Victory Capital Management Inc. | 1.68M (1.49%) | 39.70K Increased by +2.36% | Dec 31, 24 |
| 16 | Charles Schwab Investment Management Inc | 1.68M (1.49%) | 45.04K Increased by +2.68% | Dec 31, 24 |
| 17 | Jane Street Group LLC | 1.53M (1.36%) | 1.40M Increased by +91.59% | Sep 30, 24 |
| 18 | First Trust Advisors L.P. | 1.24M (1.10%) | 757.45K Increased by +61.03% | Sep 30, 24 |
| 19 | Van Eck Associates Corporation | 1.22M (1.08%) | 261.68K Increased by +21.39% | Dec 31, 24 |
| 20 | Morgan Stanley - Brokerage Accounts | 1.20M (1.06%) | 173.10K Increased by +14.43% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.67M (3.25%) | 34.25K Increased by +0.93% | Mar 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 3.62M (3.21%) | 8.75K Increased by +0.24% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 2.95M (2.62%) | 499.00 Increased by +0.02% | Apr 30, 25 |
| 4 | Vanguard Small Cap Index | 2.87M (2.54%) | -68.83K Decreased by -2.40% | Mar 31, 25 |
| 5 | Jennison SMid Cap Core Equity | 2.87M (2.54%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | PGIM Jennison Small Company A | 2.87M (2.54%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | Fuh Hwa FTSE Mortgage REITs ETF | 2.27M (2.01%) | 232.35K Increased by +10.23% | Dec 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 1.86M (1.65%) | -70.22K Decreased by -3.77% | Mar 31, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 1.73M (1.54%) | 46.94K Increased by +2.71% | Mar 31, 25 |
| 10 | Brown Advisory Small-Cap Fdmtl Val Inv | 1.71M (1.51%) | -2.15K Decreased by -0.13% | Mar 31, 25 |
| 11 | iShares Mortgage Real Estate Capped ETF | 1.53M (1.35%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 12 | Fidelity Small Cap Index | 1.15M (1.02%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 13 | Fidelity® Small Cap Index | 1.12M (0.99%) | 28.20K Increased by +2.53% | Oct 31, 23 |
| 14 | iShares Russell 2000 Value ETF | 1.08M (0.96%) | -3.67K Decreased by -0.34% | Apr 30, 25 |
| 15 | CREF Stock R1 | 1.08M (0.96%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 16 | CREF Stock R3 | 1.08M (0.96%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 17 | VanEck Mortgage REIT Income ETF | 944.03K (0.84%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 18 | JENNISON SMALL/MID CAP EQUITY 3 | 870.21K (0.77%) | 29.21K Increased by +3.36% | Mar 31, 25 |
| 19 | Advisors Capital Income w/Growth | 782.15K (0.69%) | -2.91K Decreased by -0.37% | Sep 30, 23 |
| 20 | JPMorgan Small Cap Value I | 768.19K (0.68%) | 84.10K Increased by +10.95% | Mar 31, 25 |