| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 6.78M (11.46%) | -244.89K Decreased by -3.61% | Jun 30, 25 |
| 2 | BlackRock Inc | 5.67M (9.58%) | -780.68K Decreased by -13.78% | Jun 30, 25 |
| 3 | Berkshire Hathaway Inc | 5.66M (9.58%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | First Trust Advisors L.P. | 3.18M (5.38%) | -211.37K Decreased by -6.64% | Dec 31, 23 |
| 5 | FMR Inc | 3.15M (5.32%) | -159.37K Decreased by -5.06% | Jun 30, 25 |
| 6 | Eminence Capital LLC | 2.89M (4.88%) | 1.21M Increased by +41.96% | Jun 30, 25 |
| 7 | 59 North Capital Management, LP | 2.81M (4.75%) | 189.73K Increased by +6.76% | Jun 30, 25 |
| 8 | Valeo Financial Advisors, LLC | 2.59M (4.38%) | 2.58M Increased by +99.70% | Jun 30, 25 |
| 9 | State Street Corp | 2.16M (3.65%) | -58.00K Decreased by -2.69% | Jun 30, 25 |
| 10 | State Street Corporation | 1.99M (3.36%) | 57.97K Increased by +2.92% | Mar 31, 24 |
| 11 | D1 Capital Partners L.P. | 1.81M (3.06%) | 1.81M Increased by +100.00% | Jun 30, 25 |
| 12 | Morgan Stanley - Brokerage Accounts | 1.58M (2.68%) | 439.24K Increased by +27.75% | Jun 30, 24 |
| 13 | Dimensional Fund Advisors, Inc. | 1.52M (2.57%) | -79.27K Decreased by -5.21% | Jun 30, 25 |
| 14 | Citadel Advisors Llc | 1.16M (1.96%) | 413.91K Increased by +35.66% | Jun 30, 25 |
| 15 | Franklin Resources Inc | 1.15M (1.95%) | 16.01K Increased by +1.39% | Mar 31, 24 |
| 16 | Pacer Advisors, INC. | 1.11M (1.87%) | 1.10M Increased by +99.13% | Sep 30, 24 |
| 17 | Geode Capital Management, LLC | 1.10M (1.86%) | -42.68K Decreased by -3.88% | Jun 30, 25 |
| 18 | Jacobs Levy Equity Management, Inc. | 1.06M (1.80%) | -138.39K Decreased by -13.02% | Jun 30, 25 |
| 19 | Amvescap Plc. | 1.03M (1.74%) | 500.45K Increased by +48.67% | Jun 30, 25 |
| 20 | Marshall Wace Asset Management Ltd | 1.01M (1.71%) | -241.17K Decreased by -23.78% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust Rising Dividend Achiev ETF | 2.76M (4.67%) | 3.79K Increased by +0.14% | Jan 31, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 2.02M (3.41%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 2.00M (3.38%) | -52.51K Decreased by -2.62% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.96M (3.31%) | -60.24K Decreased by -3.07% | Jul 31, 25 |
| 5 | Vanguard Small Cap Index | 1.52M (2.57%) | -9.40K Decreased by -0.62% | Jul 31, 25 |
| 6 | Pacer US Cash Cows 100 ETF | 1.11M (1.88%) | 1.38K Increased by +0.12% | Nov 27, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 979.42K (1.66%) | 2.96K Increased by +0.30% | Jul 31, 25 |
| 8 | Fidelity® Value | 843.40K (1.43%) | 13.90K Increased by +1.65% | Nov 30, 23 |
| 9 | Franklin Small Cap Value A | 771.32K (1.30%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 10 | Franklin Small Cap Value SMA Composite | 771.32K (1.30%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Franklin US Small Cap Value Equity | 771.32K (1.30%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 12 | T. Rowe Price New Horizons | 730.65K (1.24%) | -2.30K Decreased by -0.32% | Sep 30, 24 |
| 13 | US Small-Cap Growth II Equity Comp | 730.65K (1.24%) | -2.60K Decreased by -0.36% | Sep 30, 24 |
| 14 | Baron Real Estate Institutional | 692.65K (1.17%) | 159.10K Increased by +22.97% | Jun 30, 25 |
| 15 | Baron Real Estate Strategy | 692.65K (1.17%) | 159.10K Increased by +22.97% | Jun 30, 25 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 664.99K (1.12%) | -288.47K Decreased by -43.38% | Jul 31, 25 |
| 17 | Fidelity® Series Stk Selec Lg Cp Val | 572.80K (0.97%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Delaware Small Cap Value A | 543.10K (0.92%) | -96.80K Decreased by -17.82% | Sep 30, 24 |
| 19 | T. Rowe Price Integrated US Sm Gr Eq | 538.50K (0.91%) | -57.80K Decreased by -10.73% | Mar 31, 25 |
| 20 | T. Rowe Price Integrated US SmCapGrEq | 538.50K (0.91%) | -654.10K Decreased by -121.47% | Mar 31, 25 |