| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 12.30M (13.81%) | -280.63K Decreased by -2.28% | Jun 30, 25 |
| 2 | BlackRock Inc | 8.53M (9.58%) | -89.51K Decreased by -1.05% | Jun 30, 25 |
| 3 | State Street Corporation | 4.22M (4.73%) | 86.70K Increased by +2.06% | Mar 31, 24 |
| 4 | State Street Corp | 4.04M (4.53%) | 132.85K Increased by +3.29% | Jun 30, 25 |
| 5 | JPMorgan Chase & Co | 3.97M (4.46%) | -1.72M Decreased by -43.23% | Sep 30, 24 |
| 6 | Gabelli Funds LLC | 2.38M (2.67%) | -74.00K Decreased by -3.11% | Jun 30, 25 |
| 7 | Energy Income Partners, LLC | 2.30M (2.58%) | 46.62K Increased by +2.03% | Jun 30, 25 |
| 8 | LSV Asset Management | 1.98M (2.23%) | -169.09K Decreased by -8.52% | Jun 30, 25 |
| 9 | Geode Capital Management, LLC | 1.69M (1.90%) | 5.00K Increased by +0.29% | Jun 30, 25 |
| 10 | Gamco Investors, Inc. Et Al | 1.51M (1.70%) | 15.04K Increased by +1.00% | Jun 30, 25 |
| 11 | Victory Capital Management Inc. | 1.23M (1.39%) | -769.11K Decreased by -62.33% | Jun 30, 25 |
| 12 | Northern Trust Corp | 1.19M (1.34%) | 18.11K Increased by +1.52% | Jun 30, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 1.18M (1.32%) | -79.79K Decreased by -6.79% | Jun 30, 25 |
| 14 | Equity Investment Corp | 1.10M (1.24%) | -67.01K Decreased by -6.09% | Jun 30, 25 |
| 15 | NORGES BANK | 1.09M (1.22%) | -25.00K Decreased by -2.30% | Jun 30, 25 |
| 16 | Dimensional Fund Advisors, Inc. | 1.07M (1.20%) | 4.19K Increased by +0.39% | Jun 30, 25 |
| 17 | AQR Capital Management LLC | 1.05M (1.18%) | 157.22K Increased by +14.96% | Jun 30, 25 |
| 18 | Bank of New York Mellon Corp | 1.03M (1.15%) | -77.15K Decreased by -7.51% | Jun 30, 25 |
| 19 | Thompson, Siegel & Walmsley LLC | 1.02M (1.14%) | -33.09K Decreased by -3.25% | Dec 31, 24 |
| 20 | Charles Schwab Investment Management Inc | 906.68K (1.02%) | 2.46K Increased by +0.27% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 2.94M (3.30%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 2.90M (3.26%) | 1.82K Increased by +0.06% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.84M (3.19%) | -68.97K Decreased by -2.43% | Jul 31, 25 |
| 4 | Vanguard Small Cap Index | 2.19M (2.46%) | -13.35K Decreased by -0.61% | Jul 31, 25 |
| 5 | JPM US Mid Cap Value-Composite | 1.65M (1.85%) | -513.43K Decreased by -31.12% | Jun 30, 24 |
| 6 | Vanguard Equity-Income Inv | 1.53M (1.72%) | -205.62K Decreased by -13.43% | Jun 30, 25 |
| 7 | Gabelli Utilities AAA | 1.46M (1.64%) | -32.93K Decreased by -2.26% | Jun 30, 25 |
| 8 | First Trust North Amer Engy InfrasETF | 1.44M (1.61%) | 0.00 Increased by 0.00% | Aug 28, 25 |
| 9 | Vanguard Small Cap Value Index Inv | 1.41M (1.59%) | 3.14K Increased by +0.22% | Jul 31, 25 |
| 10 | JPM US Mid Cap Value-MA | 1.13M (1.27%) | -520.70K Decreased by -46.12% | Sep 30, 24 |
| 11 | Victory Small Cap Value CIT (Net 75) | 980.00K (1.10%) | 120.00K Increased by +12.24% | Dec 31, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 970.25K (1.09%) | -420.07K Decreased by -43.29% | Jul 31, 25 |
| 13 | SPDR® S&P Dividend ETF | 942.22K (1.06%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 692.11K (0.78%) | -17.31K Decreased by -2.50% | Jul 31, 25 |
| 15 | JPMorgan Mid Cap Value L | 686.29K (0.77%) | -442.63K Decreased by -64.50% | Oct 31, 24 |
| 16 | Vanguard Strategic Equity Inv | 675.95K (0.76%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Invesco Dividend Income Investor | 656.90K (0.74%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 18 | Invesco S&P MidCap Momentum ETF | 604.72K (0.68%) | 2.94K Increased by +0.49% | Aug 29, 25 |
| 19 | Poplar Forest Contrarian Val Ptnrs Str | 557.10K (0.63%) | -5.00K Decreased by -0.90% | Sep 30, 24 |
| 20 | Vanguard Utilities ETF | 546.15K (0.61%) | -370.00 Decreased by -0.07% | Jul 31, 25 |