| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.09M (11.28%) | 132.89K Increased by +1.87% | Dec 31, 24 |
| 2 | BlackRock Inc | 6.60M (10.51%) | -325.87K Decreased by -4.94% | Dec 31, 24 |
| 3 | Berkshire Hathaway Inc | 5.66M (9.02%) | -300.00K Decreased by -5.30% | Dec 31, 24 |
| 4 | FMR Inc | 3.71M (5.90%) | 540.70K Increased by +14.58% | Dec 31, 24 |
| 5 | First Trust Advisors L.P. | 3.18M (5.07%) | -211.37K Decreased by -6.64% | Dec 31, 23 |
| 6 | State Street Corp | 2.19M (3.48%) | 33.61K Increased by +1.54% | Dec 31, 24 |
| 7 | State Street Corporation | 1.99M (3.16%) | 57.97K Increased by +2.92% | Mar 31, 24 |
| 8 | 59 North Capital Management, LP | 1.98M (3.16%) | 235.07K Increased by +11.86% | Dec 31, 24 |
| 9 | T. Rowe Price Associates, Inc. | 1.93M (3.07%) | -955.11K Decreased by -49.53% | Dec 31, 24 |
| 10 | Dimensional Fund Advisors, Inc. | 1.70M (2.70%) | -25.31K Decreased by -1.49% | Dec 31, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 1.58M (2.52%) | 439.24K Increased by +27.75% | Jun 30, 24 |
| 12 | Eminence Capital LLC | 1.45M (2.30%) | 102.90K Increased by +7.12% | Dec 31, 24 |
| 13 | Jacobs Levy Equity Management, Inc. | 1.27M (2.02%) | 24.29K Increased by +1.92% | Dec 31, 24 |
| 14 | Franklin Resources Inc | 1.15M (1.83%) | 16.01K Increased by +1.39% | Mar 31, 24 |
| 15 | Pacer Advisors, INC. | 1.11M (1.76%) | 1.10M Increased by +99.13% | Sep 30, 24 |
| 16 | Geode Capital Management, LLC | 1.07M (1.70%) | -4.15K Decreased by -0.39% | Dec 31, 24 |
| 17 | William Blair Investment Management, LLC | 1.06M (1.69%) | -27.70K Decreased by -2.61% | Dec 31, 24 |
| 18 | Macquarie Group Ltd | 1.03M (1.64%) | -19.46K Decreased by -1.89% | Dec 31, 24 |
| 19 | Marshall Wace Asset Management Ltd | 1.01M (1.61%) | -241.17K Decreased by -23.78% | Sep 30, 24 |
| 20 | Kinetic Partners Management LP | 928.41K (1.48%) | 37.80K Increased by +4.07% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust Rising Dividend Achiev ETF | 2.76M (4.39%) | 3.79K Increased by +0.14% | Jan 31, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 2.02M (3.22%) | -6.52K Decreased by -0.32% | Apr 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 2.00M (3.18%) | -52.51K Decreased by -2.62% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 2.00M (3.18%) | 5.64K Increased by +0.28% | Mar 31, 25 |
| 5 | Vanguard Small Cap Index | 1.57M (2.49%) | -48.77K Decreased by -3.12% | Mar 31, 25 |
| 6 | Pacer US Cash Cows 100 ETF | 1.11M (1.77%) | 1.38K Increased by +0.12% | Nov 27, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 1.01M (1.62%) | -48.15K Decreased by -4.74% | Mar 31, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 962.32K (1.53%) | 12.48K Increased by +1.30% | Mar 31, 25 |
| 9 | Fidelity® Value | 843.40K (1.34%) | 13.90K Increased by +1.65% | Nov 30, 23 |
| 10 | Franklin Small Cap Value A | 771.32K (1.23%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Franklin Small Cap Value SMA Composite | 771.32K (1.23%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 12 | Franklin US Small Cap Value Equity | 771.32K (1.23%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 13 | T. Rowe Price New Horizons | 730.65K (1.16%) | -2.30K Decreased by -0.32% | Sep 30, 24 |
| 14 | US Small-Cap Growth II Equity Comp | 730.65K (1.16%) | -2.60K Decreased by -0.36% | Sep 30, 24 |
| 15 | Fidelity® Series Stk Selec Lg Cp Val | 572.80K (0.91%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Delaware Small Cap Value A | 543.10K (0.86%) | -96.80K Decreased by -17.82% | Sep 30, 24 |
| 17 | T. Rowe Price Integrated US Sm Gr Eq | 538.50K (0.86%) | -57.80K Decreased by -10.73% | Mar 31, 25 |
| 18 | T. Rowe Price Integrated US SmCapGrEq | 538.50K (0.86%) | -654.10K Decreased by -121.47% | Mar 31, 25 |
| 19 | Baron Real Estate Institutional | 533.55K (0.85%) | -35.00K Decreased by -6.56% | Mar 31, 25 |
| 20 | Baron Real Estate Strategy | 533.55K (0.85%) | -35.00K Decreased by -6.56% | Mar 31, 25 |