| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Associates, Inc. | 3.50M (4.07%) | 311.98K Increased by +8.91% | Jun 30, 25 |
| 2 | Van Eck Associates Corporation | 1.17M (1.36%) | -116.86K Decreased by -9.98% | Mar 31, 25 |
| 3 | Burgundy Asset Management Ltd | 1.15M (1.34%) | 17.20K Increased by +1.49% | Dec 31, 24 |
| 4 | Morgan Stanley - Brokerage Accounts | 968.49K (1.13%) | -2.52K Decreased by -0.26% | Mar 31, 25 |
| 5 | Legal & General Group PLC | 675.50K (0.79%) | 24.25K Increased by +3.59% | Jun 30, 25 |
| 6 | JONES FINANCIAL COMPANIES LLLP | 590.61K (0.69%) | 589.31K Increased by +99.78% | Mar 31, 25 |
| 7 | Amvescap Plc. | 532.27K (0.62%) | 393.10K Increased by +73.85% | Mar 31, 25 |
| 8 | BlackRock Inc | 455.50K (0.53%) | -3.73K Decreased by -0.82% | Mar 31, 25 |
| 9 | Adell Harriman & Carpenter Inc | 454.50K (0.53%) | 6.85K Increased by +1.51% | Jun 30, 25 |
| 10 | T. Rowe Price Investment Management,Inc. | 442.13K (0.51%) | -50.18K Decreased by -11.35% | Dec 31, 23 |
| 11 | Sound Income Strategies | 345.83K (0.40%) | 10.82K Increased by +3.13% | Jun 30, 25 |
| 12 | LPL Financial Corp | 307.37K (0.36%) | 8.20K Increased by +2.67% | Mar 31, 25 |
| 13 | Franklin Resources Inc | 306.64K (0.36%) | 47.00K Increased by +15.33% | Jun 30, 25 |
| 14 | Goldman Sachs Group Inc | 297.30K (0.35%) | 160.09K Increased by +53.85% | Dec 31, 23 |
| 15 | Millennium Management LLC | 288.00K (0.34%) | -162.99K Decreased by -56.59% | Sep 30, 23 |
| 16 | Sumitomo Mitsui Trust Group Inc | 287.25K (0.33%) | 44.40K Increased by +15.46% | Jun 30, 25 |
| 17 | Two Sigma Advisers, LLC | 271.55K (0.32%) | -36.50K Decreased by -13.44% | Dec 31, 23 |
| 18 | Muzinich & Co Inc | 247.11K (0.29%) | 24.13K Increased by +9.77% | Mar 31, 25 |
| 19 | UBS Group AG | 243.92K (0.28%) | 149.94K Increased by +61.47% | Mar 31, 25 |
| 20 | Citadel Advisors Llc | 226.00K (0.26%) | 7.49K Increased by +3.31% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Mid-Cap Value | 1.99M (2.32%) | -2.54K Decreased by -0.13% | Jun 30, 25 |
| 2 | T. Rowe Price US Mid-Cap Value Equity | 1.99M (2.32%) | 139.87K Increased by +7.02% | Jun 30, 25 |
| 3 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 1.11M (1.29%) | 124.10K Increased by +11.17% | Jun 30, 25 |
| 4 | VanEck BDC Income ETF | 1.02M (1.19%) | -2.25K Decreased by -0.22% | Jul 31, 25 |
| 5 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 986.70K (1.15%) | -54.37K Decreased by -5.51% | Mar 31, 25 |
| 6 | iShares Listed Private Eq ETF USD Dist | 509.72K (0.59%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 7 | Invesco High Yield Eq Div Achiev™ ETF | 392.83K (0.46%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 8 | Putnam BDC Income ETF | 301.32K (0.35%) | 2.29K Increased by +0.76% | Jun 30, 25 |
| 9 | T. Rowe Price Small-Cap Value | 276.03K (0.32%) | -49.00K Decreased by -17.75% | Dec 31, 23 |
| 10 | Undrly L&G Pen PMC Multi Asset | 250.90K (0.29%) | 16.48K Increased by +6.57% | Sep 30, 23 |
| 11 | Loomis Sayles Core | 235.00K (0.27%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Loomis Sayles Core Fixed Income Trust B | 235.00K (0.27%) | 235.00K Increased by +100.00% | Jun 30, 25 |
| 13 | American Funds SMALLCAP World A | 213.24K (0.25%) | 2.89K Increased by +1.36% | Jun 30, 25 |
| 14 | Burgundy US Small Cap Value Composite | 210.78K (0.25%) | 1.73K Increased by +0.82% | Dec 31, 24 |
| 15 | JHFunds2 Mid Value NAV | 175.13K (0.20%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 171.77K (0.20%) | 23.87K Increased by +13.89% | Jun 30, 25 |
| 17 | Undrly L&G Pen PMC Diversified | 161.23K (0.19%) | 1.12K Increased by +0.69% | Sep 30, 24 |
| 18 | T. Rowe Price U.S. SC Value Eq Tr-Z | 159.07K (0.19%) | -1.60K Decreased by -1.01% | Dec 31, 23 |
| 19 | FID DC L&G Diversified Fund | 158.79K (0.18%) | 8.83K Increased by +5.56% | Jun 30, 25 |
| 20 | Loomis Sayles Intermediate Duration FI | 140.00K (0.16%) | 140.00K Increased by +100.00% | Jun 30, 25 |