| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 8.26M (14.80%) | 330.84K Increased by +4.00% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 6.23M (11.15%) | 47.21K Increased by +0.76% | Sep 30, 24 |
| 3 | American Century Companies Inc | 4.35M (7.78%) | -250.70K Decreased by -5.77% | Sep 30, 24 |
| 4 | State Street Corporation | 3.07M (5.50%) | -109.51K Decreased by -3.56% | Mar 31, 24 |
| 5 | State Street Corp | 2.96M (5.30%) | -111.59K Decreased by -3.77% | Jun 30, 24 |
| 6 | Wellington Management Company LLP | 2.83M (5.06%) | 89.72K Increased by +3.18% | Jun 30, 24 |
| 7 | T. Rowe Price Investment Management,Inc. | 2.10M (3.76%) | 389.43K Increased by +18.55% | Sep 30, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 1.46M (2.61%) | 373.95K Increased by +25.64% | Jun 30, 24 |
| 9 | Geode Capital Management, LLC | 1.34M (2.39%) | 80.17K Increased by +6.00% | Jun 30, 24 |
| 10 | Victory Capital Management Inc. | 1.09M (1.95%) | -382.77K Decreased by -35.20% | Sep 30, 24 |
| 11 | BTIM Corp | 1.05M (1.88%) | 98.49K Increased by +9.39% | Sep 30, 24 |
| 12 | Energy Income Partners, LLC | 951.10K (1.70%) | -107.58K Decreased by -11.31% | Jun 30, 24 |
| 13 | Dimensional Fund Advisors, Inc. | 948.99K (1.70%) | 51.42K Increased by +5.42% | Sep 30, 24 |
| 14 | First Trust Advisors L.P. | 923.38K (1.65%) | -105.91K Decreased by -11.47% | Jun 30, 24 |
| 15 | Silvercrest Asset Management Group LLC | 796.52K (1.43%) | 26.74K Increased by +3.36% | Jun 30, 24 |
| 16 | Bank of New York Mellon Corp | 792.44K (1.42%) | 20.07K Increased by +2.53% | Jun 30, 24 |
| 17 | Schroder Investment Management Group | 770.73K (1.38%) | -66.68K Decreased by -8.65% | Sep 30, 23 |
| 18 | Northern Trust Corp | 764.79K (1.37%) | 97.77K Increased by +12.78% | Sep 30, 24 |
| 19 | Charles Schwab Investment Management Inc | 758.38K (1.36%) | 18.89K Increased by +2.49% | Sep 30, 24 |
| 20 | JPMorgan Chase & Co | 752.40K (1.35%) | -86.42K Decreased by -11.49% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.78M (3.19%) | 960.00 Increased by +0.05% | Oct 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.77M (3.18%) | -8.46K Decreased by -0.48% | Oct 31, 24 |
| 3 | American Century Equity Income Inv | 1.77M (3.16%) | -359.88K Decreased by -20.37% | Sep 30, 24 |
| 4 | American Century US Value Yield Eq Tr 2 | 1.77M (3.16%) | -359.88K Decreased by -20.37% | Sep 30, 24 |
| 5 | iShares Russell 2000 ETF | 1.45M (2.60%) | -3.26K Decreased by -0.22% | Oct 31, 24 |
| 6 | Vanguard Small Cap Index | 1.42M (2.54%) | 2.80K Increased by +0.20% | Oct 31, 24 |
| 7 | T. Rowe Price Small-Cap Value | 1.24M (2.22%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | American Century Mid Cap Value Inv | 1.18M (2.11%) | 136.54K Increased by +11.59% | Sep 30, 24 |
| 9 | American Century U.S. Mid Cap Value | 1.18M (2.11%) | 136.54K Increased by +11.59% | Sep 30, 24 |
| 10 | Vanguard Small Cap Value Index Inv | 959.96K (1.72%) | -332.00 Decreased by -0.03% | Oct 31, 24 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 840.20K (1.50%) | -19.07K Decreased by -2.27% | Sep 30, 24 |
| 12 | SPDR® S&P Dividend ETF | 691.03K (1.24%) | 28.17K Increased by +4.08% | Oct 31, 24 |
| 13 | Franklin Utilities A1 | 682.49K (1.22%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 14 | Franklin Utilities Fund A1 | 682.49K (1.22%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | T. Rowe Price U.S. SC Value Eq Tr-Z | 666.41K (1.19%) | 139.78K Increased by +20.97% | Sep 30, 24 |
| 16 | Calvert Small-Cap A | 623.67K (1.12%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | Calvert US Small-Cap Strategy | 623.67K (1.12%) | -456.41K Decreased by -73.18% | Dec 31, 23 |
| 18 | First Trust Value Line® Dividend ETF | 613.73K (1.10%) | -286.00 Decreased by -0.05% | Oct 31, 24 |
| 19 | Victory Small Cap Value CIT (Net 75) | 595.00K (1.07%) | -40.00K Decreased by -6.72% | Jun 30, 24 |
| 20 | Victory Sycamore Small Company Opp R | 595.00K (1.07%) | -40.00K Decreased by -6.72% | Jun 30, 24 |