| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.08M (11.20%) | 694.50K Increased by +9.81% | Jun 30, 24 |
| 2 | BlackRock Inc | 6.88M (10.89%) | -310.79K Decreased by -4.51% | Jun 30, 24 |
| 3 | Berkshire Hathaway Inc | 5.96M (9.44%) | -633.15K Decreased by -10.61% | Jun 30, 24 |
| 4 | First Trust Advisors L.P. | 3.18M (5.04%) | -211.37K Decreased by -6.64% | Dec 31, 23 |
| 5 | T. Rowe Price Associates, Inc. | 2.71M (4.29%) | 970.53K Increased by +35.80% | Jun 30, 24 |
| 6 | FMR Inc | 2.53M (4.00%) | -467.09K Decreased by -18.46% | Jun 30, 24 |
| 7 | State Street Corporation | 1.99M (3.14%) | 57.97K Increased by +2.92% | Mar 31, 24 |
| 8 | State Street Corp | 1.94M (3.08%) | -42.57K Decreased by -2.19% | Jun 30, 24 |
| 9 | Eminence Capital LLC | 1.88M (2.98%) | -226.29K Decreased by -12.01% | Jun 30, 24 |
| 10 | Dimensional Fund Advisors, Inc. | 1.78M (2.81%) | -179.75K Decreased by -10.12% | Jun 30, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 1.58M (2.50%) | 439.24K Increased by +27.75% | Jun 30, 24 |
| 12 | 59 North Capital Management, LP | 1.57M (2.49%) | 1.57M Increased by +100.00% | Jun 30, 24 |
| 13 | Alyeska Investment Group, L.P. | 1.40M (2.22%) | 419.15K Increased by +29.93% | Sep 30, 23 |
| 14 | Jacobs Levy Equity Management, Inc. | 1.33M (2.10%) | 404.28K Increased by +30.40% | Jun 30, 24 |
| 15 | Marshall Wace Asset Management Ltd | 1.26M (1.99%) | 602.80K Increased by +48.01% | Jun 30, 24 |
| 16 | Macquarie Group Ltd | 1.21M (1.91%) | -230.90K Decreased by -19.14% | Jun 30, 24 |
| 17 | Franklin Resources Inc | 1.15M (1.82%) | 16.01K Increased by +1.39% | Mar 31, 24 |
| 18 | William Blair Investment Management, LLC | 1.11M (1.75%) | 1.11M Increased by +100.00% | Jun 30, 24 |
| 19 | Geode Capital Management, LLC | 1.07M (1.69%) | 36.69K Increased by +3.43% | Jun 30, 24 |
| 20 | Kinetic Partners Management LP | 982.42K (1.55%) | 982.42K Increased by +100.00% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust Rising Dividend Achiev ETF | 2.76M (4.37%) | 3.79K Increased by +0.14% | Jan 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.00M (3.17%) | -52.51K Decreased by -2.62% | Sep 30, 24 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.97M (3.12%) | 1.07K Increased by +0.05% | Oct 31, 24 |
| 4 | Vanguard Small Cap Index | 1.58M (2.51%) | -48.00K Decreased by -3.03% | Sep 30, 24 |
| 5 | Pacer US Cash Cows 100 ETF | 1.10M (1.74%) | -625.00 Decreased by -0.06% | Oct 31, 24 |
| 6 | Vanguard Small Cap Value Index Inv | 1.07M (1.70%) | -22.74K Decreased by -2.12% | Sep 30, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 933.38K (1.48%) | -39.85K Decreased by -4.27% | Sep 30, 24 |
| 8 | Fidelity® Value | 843.40K (1.33%) | 13.90K Increased by +1.65% | Nov 30, 23 |
| 9 | Franklin Small Cap Value A | 771.32K (1.22%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 10 | Franklin Small Cap Value SMA Composite | 771.32K (1.22%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Franklin US Small Cap Value Equity | 771.32K (1.22%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 12 | T. Rowe Price New Horizons | 730.65K (1.16%) | -2.30K Decreased by -0.32% | Sep 30, 24 |
| 13 | US Small-Cap Growth II Equity Comp | 730.65K (1.16%) | -2.60K Decreased by -0.36% | Sep 30, 24 |
| 14 | Fidelity® Series Stk Selec Lg Cp Val | 572.80K (0.91%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Delaware Small Cap Value A | 543.10K (0.86%) | -96.80K Decreased by -17.82% | Sep 30, 24 |
| 16 | T. Rowe Price Integrated US Sm Gr Eq | 538.30K (0.85%) | 34.00K Increased by +6.32% | Sep 30, 24 |
| 17 | T. Rowe Price Integrated US SmCapGrEq | 538.30K (0.85%) | -3.20K Decreased by -0.59% | Sep 30, 24 |
| 18 | Baron Real Estate Institutional | 508.00K (0.80%) | 201.70K Increased by +39.70% | Sep 30, 24 |
| 19 | Baron Real Estate Strategy | 508.00K (0.80%) | 201.70K Increased by +39.70% | Sep 30, 24 |
| 20 | SPDR® S&P MIDCAP 400 ETF Trust | 499.19K (0.79%) | -9.74K Decreased by -1.95% | Sep 30, 24 |