| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 11.35M (10.11%) | -13.16K Decreased by -0.12% | Jun 30, 25 |
| 2 | BlackRock Inc | 10.71M (9.54%) | 123.25K Increased by +1.15% | Mar 31, 25 |
| 3 | Jennison Associates LLC | 7.49M (6.67%) | 538.15K Increased by +7.18% | Jun 30, 25 |
| 4 | Koch Industries Inc | 4.00M (3.56%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 5 | Brown Advisory Holdings Inc | 3.12M (2.78%) | -67.95K Decreased by -2.18% | Mar 31, 25 |
| 6 | State Street Corp | 2.92M (2.60%) | -135.28K Decreased by -4.64% | Mar 31, 25 |
| 7 | State Street Corporation | 2.91M (2.59%) | 29.65K Increased by +1.02% | Mar 31, 24 |
| 8 | Geode Capital Management, LLC | 2.66M (2.37%) | 44.59K Increased by +1.68% | Mar 31, 25 |
| 9 | Wellington Management Company LLP | 2.61M (2.32%) | -20.18K Decreased by -0.77% | Jun 30, 25 |
| 10 | JPMorgan Chase & Co | 2.53M (2.25%) | 338.48K Increased by +13.40% | Mar 31, 25 |
| 11 | Goldman Sachs Group Inc | 2.04M (1.82%) | -7.09K Decreased by -0.35% | Jun 30, 25 |
| 12 | Nuveen Asset Management, LLC | 1.98M (1.76%) | -219.85K Decreased by -11.10% | Dec 31, 24 |
| 13 | Nuveen, LLC | 1.95M (1.74%) | 1.95M Increased by +100.00% | Mar 31, 25 |
| 14 | Victory Capital Management Inc. | 1.73M (1.54%) | 54.47K Increased by +3.14% | Mar 31, 25 |
| 15 | Principal Financial Group Inc | 1.61M (1.44%) | -144.23K Decreased by -8.94% | Jun 30, 25 |
| 16 | Charles Schwab Investment Management Inc | 1.57M (1.40%) | -54.82K Decreased by -3.49% | Jun 30, 25 |
| 17 | Balyasny Asset Management LLC | 1.55M (1.38%) | -230.97K Decreased by -14.93% | Mar 31, 25 |
| 18 | Jane Street Group LLC | 1.53M (1.36%) | 1.40M Increased by +91.59% | Sep 30, 24 |
| 19 | First Trust Advisors L.P. | 1.24M (1.11%) | 757.45K Increased by +61.03% | Sep 30, 24 |
| 20 | Morgan Stanley - Brokerage Accounts | 1.20M (1.07%) | 173.10K Increased by +14.43% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.74M (3.33%) | 38.36K Increased by +1.03% | Jun 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 3.62M (3.22%) | 8.75K Increased by +0.24% | Sep 30, 24 |
| 3 | Jennison SMid Cap Core Equity | 3.26M (2.90%) | 389.87K Increased by +11.98% | Jun 30, 25 |
| 4 | PGIM Jennison Small Company A | 3.25M (2.89%) | 75.98K Increased by +2.34% | Jun 30, 25 |
| 5 | iShares Russell 2000 ETF | 2.86M (2.54%) | -54.28K Decreased by -1.90% | Jul 31, 25 |
| 6 | Vanguard Small Cap Index | 2.81M (2.51%) | -85.64K Decreased by -3.04% | Jun 30, 25 |
| 7 | Fuh Hwa FTSE Mortgage REITs ETF | 2.27M (2.02%) | 232.35K Increased by +10.23% | Dec 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 1.80M (1.60%) | -70.27K Decreased by -3.91% | Jun 30, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 1.71M (1.52%) | -40.61K Decreased by -2.38% | Jun 30, 25 |
| 10 | Brown Advisory Small-Cap Fdmtl Val Inv | 1.71M (1.52%) | -2.15K Decreased by -0.13% | Mar 31, 25 |
| 11 | iShares Mortgage Real Estate Capped ETF | 1.47M (1.31%) | 8.33K Increased by +0.57% | Jul 31, 25 |
| 12 | Fidelity Small Cap Index | 1.16M (1.04%) | 17.47K Increased by +1.50% | May 31, 25 |
| 13 | Fidelity® Small Cap Index | 1.12M (0.99%) | 28.20K Increased by +2.53% | Oct 31, 23 |
| 14 | CREF Stock R1 | 1.08M (0.96%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 15 | CREF Stock R3 | 1.08M (0.96%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | iShares Russell 2000 Value ETF | 1.01M (0.90%) | 10.61K Increased by +1.06% | Jul 31, 25 |
| 17 | VanEck Mortgage REIT Income ETF | 950.30K (0.85%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | JENNISON SMALL/MID CAP EQUITY 3 | 845.57K (0.75%) | -24.63K Decreased by -2.91% | Jun 30, 25 |
| 19 | Advisors Capital Income w/Growth | 782.15K (0.70%) | -2.91K Decreased by -0.37% | Sep 30, 23 |
| 20 | JPMorgan Small Cap Value I | 780.95K (0.70%) | -6.56K Decreased by -0.84% | Jun 30, 25 |