| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 12.17M (13.00%) | -60.17K Decreased by -0.49% | Dec 31, 25 |
| 2 | BlackRock Inc | 8.83M (9.43%) | 46.24K Increased by +0.52% | Dec 31, 25 |
| 3 | State Street Corporation | 4.22M (4.50%) | 86.70K Increased by +2.06% | Mar 31, 24 |
| 4 | State Street Corp | 3.95M (4.22%) | 15.96K Increased by +0.40% | Dec 31, 25 |
| 5 | Energy Income Partners, LLC | 2.56M (2.73%) | 267.65K Increased by +10.45% | Dec 31, 25 |
| 6 | Gabelli Funds LLC | 2.36M (2.52%) | -3.80K Decreased by -0.16% | Dec 31, 25 |
| 7 | LSV Asset Management | 2.23M (2.38%) | 431.68K Increased by +19.35% | Mar 31, 26 |
| 8 | Geode Capital Management, LLC | 1.82M (1.94%) | 121.10K Increased by +6.67% | Dec 31, 25 |
| 9 | AQR Capital Management LLC | 1.67M (1.78%) | -472.03K Decreased by -28.33% | Dec 31, 25 |
| 10 | T. Rowe Price Associates, Inc. | 1.58M (1.69%) | 1.37M Increased by +86.73% | Dec 31, 25 |
| 11 | Gamco Investors, Inc. Et Al | 1.45M (1.54%) | 37.06K Increased by +2.56% | Dec 31, 25 |
| 12 | Victory Capital Management Inc. | 1.26M (1.35%) | 546.34K Increased by +43.34% | Dec 31, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 1.19M (1.28%) | 63.24K Increased by +5.30% | Dec 31, 25 |
| 14 | Dimensional Fund Advisors, Inc. | 1.18M (1.26%) | 42.11K Increased by +3.57% | Mar 31, 26 |
| 15 | NORGES BANK | 1.15M (1.23%) | 68.69K Increased by +5.95% | Dec 31, 25 |
| 16 | Yaupon Capital Management LP | 1.11M (1.18%) | 927.87K Increased by +83.90% | Dec 31, 25 |
| 17 | Aventail Capital Group, LP | 1.09M (1.16%) | 651.24K Increased by +59.73% | Dec 31, 25 |
| 18 | Equity Investment Corp | 1.02M (1.09%) | -3.75K Decreased by -0.37% | Mar 31, 26 |
| 19 | Thompson, Siegel & Walmsley LLC | 1.02M (1.09%) | -33.09K Decreased by -3.25% | Dec 31, 24 |
| 20 | Bank of New York Mellon Corp | 947.56K (1.01%) | 24.00K Increased by +2.53% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 3.21M (3.43%) | -1.62K Decreased by -0.05% | Apr 30, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 3.02M (3.22%) | 156.36K Increased by +5.18% | Mar 31, 26 |
| 3 | Vanguard US Total Market Shares ETF | 2.90M (3.10%) | 1.82K Increased by +0.06% | Sep 30, 24 |
| 4 | Vanguard Small Cap Index | 2.19M (2.34%) | 141.14K Increased by +6.43% | Mar 31, 26 |
| 5 | JPM US Mid Cap Value-Composite | 1.65M (1.76%) | -513.43K Decreased by -31.12% | Jun 30, 24 |
| 6 | First Trust North Amer Engy InfrasETF | 1.57M (1.67%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 7 | Vanguard Equity-Income Inv | 1.47M (1.57%) | -33.11K Decreased by -2.25% | Mar 31, 26 |
| 8 | Gabelli Utilities AAA | 1.43M (1.53%) | -6.20K Decreased by -0.43% | Dec 31, 25 |
| 9 | Vanguard Small Cap Value Index Inv | 1.40M (1.49%) | 77.88K Increased by +5.58% | Mar 31, 26 |
| 10 | JPM US Mid Cap Value-MA | 1.13M (1.21%) | -520.70K Decreased by -46.12% | Sep 30, 24 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 1.06M (1.13%) | 77.45K Increased by +7.29% | Mar 31, 26 |
| 12 | Victory Small Cap Value CIT (Net 75) | 980.00K (1.05%) | 120.00K Increased by +12.24% | Dec 31, 24 |
| 13 | T. Rowe Price Mid-Cap Value | 951.38K (1.02%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 14 | T. Rowe Price US Mid-Cap Value Equity | 951.38K (1.02%) | 199.41K Increased by +20.96% | Mar 31, 26 |
| 15 | SPDR® S&P Dividend ETF | 942.22K (1.01%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 16 | State Street® SPDR® S&P® Dividend ETF | 893.76K (0.95%) | 612.00 Increased by +0.07% | Apr 30, 26 |
| 17 | State Street® SPDR® S&P MIDCAP 400® ETF | 716.20K (0.76%) | 53.67K Increased by +7.49% | Mar 31, 26 |
| 18 | SPDR® S&P MIDCAP 400 ETF Trust | 692.11K (0.74%) | -17.31K Decreased by -2.50% | Jul 31, 25 |
| 19 | JPMorgan Mid Cap Value L | 686.29K (0.73%) | -442.63K Decreased by -64.50% | Oct 31, 24 |
| 20 | Vanguard Strategic Equity Inv | 675.95K (0.72%) | 0.00 Increased by 0.00% | Mar 31, 26 |