| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Associates, Inc. | 2.71M (3.03%) | -25.66K Decreased by -0.95% | Mar 30, 26 |
| 2 | Van Eck Associates Corporation | 2.11M (2.36%) | 976.58K Increased by +46.31% | Mar 30, 26 |
| 3 | CI Private Wealth LLC | 1.78M (1.99%) | 1.76M Increased by +98.74% | Dec 30, 25 |
| 4 | UBS Group AG | 1.34M (1.50%) | 726.94K Increased by +54.30% | Mar 30, 26 |
| 5 | Burgundy Asset Management Ltd | 1.15M (1.29%) | 17.20K Increased by +1.49% | Dec 30, 24 |
| 6 | Morgan Stanley - Brokerage Accounts | 854.59K (0.95%) | -13.28K Decreased by -1.55% | Mar 30, 26 |
| 7 | Legal & General Group PLC | 784.02K (0.88%) | 64.05K Increased by +8.17% | Mar 30, 26 |
| 8 | JPMorgan Chase & Co | 764.90K (0.85%) | 564.18K Increased by +73.76% | Sep 29, 25 |
| 9 | JONES FINANCIAL COMPANIES LLLP | 590.61K (0.66%) | 589.31K Increased by +99.78% | Mar 30, 25 |
| 10 | D. E. Shaw & Co LP | 543.33K (0.61%) | 264.79K Increased by +48.74% | Mar 30, 26 |
| 11 | Two Sigma Investments LLC | 524.04K (0.59%) | 451.63K Increased by +86.18% | Mar 30, 26 |
| 12 | Qube Research & Technologies | 485.80K (0.54%) | 295.90K Increased by +60.91% | Mar 30, 26 |
| 13 | Muzinich & Co Inc | 484.82K (0.54%) | 44.81K Increased by +9.24% | Mar 30, 26 |
| 14 | Adell Harriman & Carpenter Inc | 484.58K (0.54%) | 6.15K Increased by +1.27% | Mar 30, 26 |
| 15 | T. Rowe Price Investment Management,Inc. | 442.13K (0.49%) | -50.18K Decreased by -11.35% | Dec 30, 23 |
| 16 | Amvescap Plc. | 432.48K (0.48%) | 12.72K Increased by +2.94% | Mar 30, 26 |
| 17 | BlackRock Inc | 424.24K (0.47%) | 214.11K Increased by +50.47% | Mar 30, 26 |
| 18 | Sumitomo Mitsui Trust Group Inc | 370.51K (0.41%) | 14.96K Increased by +4.04% | Mar 30, 26 |
| 19 | Millennium Management LLC | 359.84K (0.40%) | 112.78K Increased by +31.34% | Mar 30, 26 |
| 20 | LPL Financial Corp | 347.93K (0.39%) | -447.00 Decreased by -0.13% | Mar 30, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Mid-Cap Value | 1.62M (1.81%) | 230.28K Increased by +14.21% | Jun 29, 26 |
| 2 | T. Rowe Price US Mid-Cap Value Equity | 1.62M (1.81%) | 229.37K Increased by +14.15% | Jun 29, 26 |
| 3 | VanEck BDC Income ETF | 1.60M (1.79%) | -29.52K Decreased by -1.84% | Jul 29, 26 |
| 4 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 1.04M (1.16%) | 151.63K Increased by +14.54% | Jun 29, 26 |
| 5 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 986.70K (1.10%) | -54.37K Decreased by -5.51% | Mar 30, 25 |
| 6 | Invesco High Yield Eq Div Achiev™ ETF | 505.54K (0.56%) | 0.00 Increased by 0.00% | Jun 29, 26 |
| 7 | Putnam BDC Income ETF | 347.96K (0.39%) | 1.62K Increased by +0.47% | Jul 28, 26 |
| 8 | iShares Listed Private Eq ETF USD Dist | 341.92K (0.38%) | 0.00 Increased by 0.00% | Jul 27, 26 |
| 9 | T. Rowe Price Small-Cap Value | 276.03K (0.31%) | -49.00K Decreased by -17.75% | Dec 30, 23 |
| 10 | Undrly L&G Pen PMC Multi Asset | 250.90K (0.28%) | 16.48K Increased by +6.57% | Sep 29, 23 |
| 11 | Loomis Sayles Core | 235.00K (0.26%) | 0.00 Increased by 0.00% | Jun 29, 25 |
| 12 | Loomis Sayles Core Fixed Income Trust B | 235.00K (0.26%) | 235.00K Increased by +100.00% | Jun 29, 25 |
| 13 | American Funds SMALLCAP World A | 213.24K (0.24%) | 2.89K Increased by +1.36% | Jun 29, 25 |
| 14 | Burgundy US Small Cap Value Composite | 210.78K (0.24%) | 1.73K Increased by +0.82% | Dec 30, 24 |
| 15 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 171.65K (0.19%) | 10.73K Increased by +6.25% | Jun 29, 26 |
| 16 | Undrly L&G Pen PMC Diversified | 161.23K (0.18%) | 1.12K Increased by +0.69% | Sep 29, 24 |
| 17 | T. Rowe Price U.S. SC Value Eq Tr-Z | 159.07K (0.18%) | -1.60K Decreased by -1.01% | Dec 30, 23 |
| 18 | Loomis Sayles Intermediate Duration FI | 141.00K (0.16%) | -79.00K Decreased by -56.03% | Dec 30, 25 |
| 19 | FID DC L&G Diversified Fund | 138.28K (0.15%) | 3.44K Increased by +2.49% | Jun 29, 26 |
| 20 | T. Rowe Price Small-Mid Cap ETF | 136.78K (0.15%) | 212.00 Increased by +0.15% | Jul 29, 26 |