| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 11.22M (10.30%) | -12.51K Decreased by -0.11% | Jun 30, 24 |
| 2 | BlackRock Inc | 10.31M (9.46%) | 231.46K Increased by +2.25% | Jun 30, 24 |
| 3 | Jennison Associates LLC | 6.66M (6.11%) | 331.58K Increased by +4.98% | Jun 30, 24 |
| 4 | Koch Industries Inc | 4.00M (3.67%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 5 | Brown Advisory Holdings Inc | 3.59M (3.30%) | -25.49K Decreased by -0.71% | Jun 30, 24 |
| 6 | State Street Corp | 2.94M (2.70%) | 30.66K Increased by +1.04% | Jun 30, 24 |
| 7 | State Street Corporation | 2.91M (2.67%) | 29.65K Increased by +1.02% | Mar 31, 24 |
| 8 | Goldman Sachs Group Inc | 2.65M (2.44%) | -325.01K Decreased by -12.24% | Jun 30, 24 |
| 9 | Geode Capital Management, LLC | 2.64M (2.42%) | 85.53K Increased by +3.24% | Jun 30, 24 |
| 10 | Nuveen Asset Management, LLC | 2.62M (2.41%) | 21.96K Increased by +0.84% | Jun 30, 24 |
| 11 | JPMorgan Chase & Co | 2.37M (2.17%) | 50.36K Increased by +2.13% | Jun 30, 24 |
| 12 | Principal Financial Group Inc | 2.02M (1.85%) | 96.57K Increased by +4.78% | Sep 30, 24 |
| 13 | Charles Schwab Investment Management Inc | 1.63M (1.50%) | 41.29K Increased by +2.53% | Jun 30, 24 |
| 14 | Victory Capital Management Inc. | 1.62M (1.49%) | -14.08K Decreased by -0.87% | Jun 30, 24 |
| 15 | Wellington Management Company LLP | 1.52M (1.39%) | -253.88K Decreased by -16.71% | Jun 30, 24 |
| 16 | Northern Trust Corp | 1.49M (1.37%) | -35.38K Decreased by -2.38% | Jun 30, 24 |
| 17 | Balyasny Asset Management LLC | 1.34M (1.23%) | -705.62K Decreased by -52.77% | Dec 31, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 1.20M (1.10%) | 173.10K Increased by +14.43% | Jun 30, 24 |
| 19 | Advisors Capital Management, LLC | 1.14M (1.05%) | -4.20K Decreased by -0.37% | Jun 30, 24 |
| 20 | Van Eck Associates Corporation | 1.09M (1.00%) | 266.69K Increased by +24.44% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.62M (3.32%) | 8.75K Increased by +0.24% | Sep 30, 24 |
| 2 | iShares Russell 2000 ETF | 3.15M (2.89%) | -7.08K Decreased by -0.22% | Oct 31, 24 |
| 3 | Jennison SMid Cap Core Equity | 2.87M (2.63%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | PGIM Jennison Small Company A | 2.87M (2.63%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Small Cap Index | 2.86M (2.62%) | -22.45K Decreased by -0.79% | Sep 30, 24 |
| 6 | Vanguard Small Cap Value Index Inv | 1.93M (1.77%) | -2.38K Decreased by -0.12% | Sep 30, 24 |
| 7 | Brown Advisory Small-Cap Fdmtl Val Inv | 1.84M (1.69%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.77M (1.63%) | -2.05K Decreased by -0.12% | Sep 30, 24 |
| 9 | iShares Mortgage Real Estate Capped ETF | 1.76M (1.62%) | 6.86K Increased by +0.39% | Oct 31, 24 |
| 10 | Fidelity Small Cap Index | 1.19M (1.09%) | -34.11K Decreased by -2.88% | Aug 31, 24 |
| 11 | Fidelity® Small Cap Index | 1.12M (1.02%) | 28.20K Increased by +2.53% | Oct 31, 23 |
| 12 | iShares Russell 2000 Value ETF | 1.11M (1.02%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | CREF Stock R1 | 1.08M (0.99%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 14 | VanEck Mortgage REIT Income ETF | 961.47K (0.88%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 15 | JENNISON SMALL/MID CAP EQUITY 3 | 783.67K (0.72%) | 169.08K Increased by +21.58% | Sep 30, 24 |
| 16 | Advisors Capital Income w/Growth | 782.15K (0.72%) | -2.91K Decreased by -0.37% | Sep 30, 23 |
| 17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 751.01K (0.69%) | -24.90K Decreased by -3.32% | Oct 31, 24 |
| 18 | Principal SmallCap R5 | 748.30K (0.69%) | 62.20K Increased by +8.31% | Sep 30, 24 |
| 19 | Principal U.S. Small Cap Equity | 748.30K (0.69%) | 137.20K Increased by +18.33% | Sep 30, 24 |
| 20 | First Trust BuyWrite Income ETF | 740.48K (0.68%) | 1.76K Increased by +0.24% | Oct 31, 24 |