| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.09M (11.21%) | 132.89K Increased by +1.87% | Dec 31, 24 |
| 2 | BlackRock Inc | 6.93M (10.95%) | 44.48K Increased by +0.64% | Sep 30, 24 |
| 3 | Berkshire Hathaway Inc | 5.96M (9.43%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | First Trust Advisors L.P. | 3.18M (5.03%) | -211.37K Decreased by -6.64% | Dec 31, 23 |
| 5 | FMR Inc | 3.17M (5.01%) | 638.06K Increased by +20.14% | Sep 30, 24 |
| 6 | T. Rowe Price Associates, Inc. | 2.88M (4.56%) | 172.84K Increased by +5.99% | Sep 30, 24 |
| 7 | State Street Corp | 2.15M (3.41%) | 210.11K Increased by +9.75% | Sep 30, 24 |
| 8 | State Street Corporation | 1.99M (3.14%) | 57.97K Increased by +2.92% | Mar 31, 24 |
| 9 | 59 North Capital Management, LP | 1.98M (3.14%) | 235.07K Increased by +11.86% | Dec 31, 24 |
| 10 | Dimensional Fund Advisors, Inc. | 1.70M (2.69%) | -25.31K Decreased by -1.49% | Dec 31, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 1.58M (2.50%) | 439.24K Increased by +27.75% | Jun 30, 24 |
| 12 | Eminence Capital LLC | 1.45M (2.28%) | 102.90K Increased by +7.12% | Dec 31, 24 |
| 13 | Alyeska Investment Group, L.P. | 1.40M (2.21%) | 419.15K Increased by +29.93% | Sep 30, 23 |
| 14 | Jacobs Levy Equity Management, Inc. | 1.24M (1.96%) | -87.93K Decreased by -7.08% | Sep 30, 24 |
| 15 | Franklin Resources Inc | 1.15M (1.82%) | 16.01K Increased by +1.39% | Mar 31, 24 |
| 16 | Pacer Advisors, INC. | 1.11M (1.75%) | 1.10M Increased by +99.13% | Sep 30, 24 |
| 17 | Geode Capital Management, LLC | 1.07M (1.69%) | 95.00 Increased by +0.01% | Sep 30, 24 |
| 18 | William Blair Investment Management, LLC | 1.06M (1.68%) | -27.70K Decreased by -2.61% | Dec 31, 24 |
| 19 | Macquarie Group Ltd | 1.05M (1.66%) | -158.16K Decreased by -15.09% | Sep 30, 24 |
| 20 | Marshall Wace Asset Management Ltd | 1.01M (1.60%) | -241.17K Decreased by -23.78% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust Rising Dividend Achiev ETF | 2.76M (4.36%) | 3.79K Increased by +0.14% | Jan 31, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 2.04M (3.23%) | -528.00 Decreased by -0.03% | Jan 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.99M (3.15%) | 1.80K Increased by +0.09% | Dec 31, 24 |
| 4 | Vanguard Small Cap Index | 1.61M (2.55%) | 13.83K Increased by +0.86% | Dec 31, 24 |
| 5 | T. Rowe Price Integrated US SmCapGrEq | 1.19M (1.89%) | 654.30K Increased by +54.86% | Dec 31, 24 |
| 6 | Pacer US Cash Cows 100 ETF | 1.11M (1.76%) | 1.38K Increased by +0.12% | Nov 27, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 1.07M (1.69%) | -10.20K Decreased by -0.95% | Dec 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 946.28K (1.50%) | 10.44K Increased by +1.10% | Dec 31, 24 |
| 9 | Fidelity® Value | 843.40K (1.33%) | 13.90K Increased by +1.65% | Nov 30, 23 |
| 10 | Franklin Small Cap Value A | 771.32K (1.22%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Franklin Small Cap Value SMA Composite | 771.32K (1.22%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 12 | Franklin US Small Cap Value Equity | 771.32K (1.22%) | 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 | T. Rowe Price Integrated US Sm Gr Eq | 596.30K (0.94%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | Fidelity® Series Stk Selec Lg Cp Val | 572.80K (0.91%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Baron Real Estate Institutional | 568.55K (0.90%) | 60.55K Increased by +10.65% | Dec 31, 24 |
| 18 | Baron Real Estate Strategy | 568.55K (0.90%) | 60.55K Increased by +10.65% | Dec 31, 24 |
| 19 | Delaware Small Cap Value A | 543.10K (0.86%) | -96.80K Decreased by -17.82% | Sep 30, 24 |
| 20 | Macquarie Small Cap Value A | 527.80K (0.83%) | -13.10K Decreased by -2.48% | Dec 31, 24 |