| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 11.38M (10.45%) | 161.84K Increased by +1.42% | Sep 30, 24 |
| 2 | BlackRock Inc | 10.31M (9.46%) | 231.46K Increased by +2.25% | Jun 30, 24 |
| 3 | Jennison Associates LLC | 6.77M (6.21%) | 108.08K Increased by +1.60% | Sep 30, 24 |
| 4 | Koch Industries Inc | 4.00M (3.67%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 5 | Brown Advisory Holdings Inc | 3.26M (2.99%) | -339.17K Decreased by -10.42% | Sep 30, 24 |
| 6 | Goldman Sachs Group Inc | 3.12M (2.86%) | 464.75K Increased by +14.90% | Sep 30, 24 |
| 7 | State Street Corp | 2.99M (2.75%) | 54.60K Increased by +1.82% | Sep 30, 24 |
| 8 | State Street Corporation | 2.91M (2.67%) | 29.65K Increased by +1.02% | Mar 31, 24 |
| 9 | Geode Capital Management, LLC | 2.65M (2.43%) | 8.18K Increased by +0.31% | Sep 30, 24 |
| 10 | JPMorgan Chase & Co | 2.31M (2.12%) | -52.91K Decreased by -2.29% | Sep 30, 24 |
| 11 | Nuveen Asset Management, LLC | 2.20M (2.02%) | -420.55K Decreased by -19.11% | Sep 30, 24 |
| 12 | Principal Financial Group Inc | 2.02M (1.85%) | 96.57K Increased by +4.78% | Sep 30, 24 |
| 13 | Victory Capital Management Inc. | 1.64M (1.51%) | 15.94K Increased by +0.97% | Sep 30, 24 |
| 14 | Charles Schwab Investment Management Inc | 1.63M (1.50%) | 4.28K Increased by +0.26% | Sep 30, 24 |
| 15 | Wellington Management Company LLP | 1.51M (1.39%) | -7.15K Decreased by -0.47% | Sep 30, 24 |
| 16 | Northern Trust Corp | 1.51M (1.38%) | 17.72K Increased by +1.18% | Sep 30, 24 |
| 17 | Balyasny Asset Management LLC | 1.32M (1.21%) | 1.22M Increased by +92.36% | Sep 30, 24 |
| 18 | First Trust Advisors L.P. | 1.24M (1.14%) | 757.45K Increased by +61.03% | Sep 30, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 1.20M (1.10%) | 173.10K Increased by +14.43% | Jun 30, 24 |
| 20 | Advisors Capital Management, LLC | 1.14M (1.05%) | -4.20K Decreased by -0.37% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.56M (3.27%) | -55.10K Decreased by -1.55% | Oct 31, 24 |
| 2 | iShares Russell 2000 ETF | 3.42M (3.14%) | 0.00 Increased by 0.00% | Nov 30, 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% | Oct 31, 24 |
| 5 | Vanguard Small Cap Index | 2.86M (2.63%) | 5.60K Increased by +0.20% | Oct 31, 24 |
| 6 | Vanguard Small Cap Value Index Inv | 1.93M (1.77%) | -674.00 Decreased by -0.03% | Oct 31, 24 |
| 7 | Brown Advisory Small-Cap Fdmtl Val Inv | 1.83M (1.68%) | -16.04K Decreased by -0.88% | Oct 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.73M (1.59%) | -44.18K Decreased by -2.56% | Oct 31, 24 |
| 9 | iShares Mortgage Real Estate Capped ETF | 1.70M (1.56%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 10 | Fidelity Small Cap Index | 1.18M (1.09%) | -626.00 Decreased by -0.05% | Sep 30, 24 |
| 11 | iShares Russell 2000 Value ETF | 1.16M (1.06%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 12 | Fidelity® Small Cap Index | 1.12M (1.02%) | 28.20K Increased by +2.53% | Oct 31, 23 |
| 13 | CREF Stock R1 | 1.08M (0.99%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 14 | VanEck Mortgage REIT Income ETF | 974.33K (0.89%) | 0.00 Increased by 0.00% | Nov 30, 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%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 18 | Principal SmallCap R5 | 748.30K (0.69%) | 0.00 Increased by 0.00% | Oct 31, 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 |