| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Newport Trust Co. | 53.51M (101.20%) | -1.36M Decreased by -2.53% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 4.58M (8.65%) | 59.55K Increased by +1.30% | Dec 31, 24 |
| 3 | BlackRock Inc | 4.43M (8.38%) | -17.70K Decreased by -0.40% | Dec 31, 24 |
| 4 | Artisan Partners Limited Partnership | 2.07M (3.91%) | 1.51M Increased by +73.09% | Dec 31, 24 |
| 5 | Earnest Partners LLC | 2.06M (3.91%) | -28.73K Decreased by -1.39% | Dec 31, 24 |
| 6 | Amvescap Plc. | 2.06M (3.89%) | 255.81K Increased by +12.44% | Dec 31, 24 |
| 7 | T. Rowe Price Investment Management,Inc. | 1.85M (3.50%) | -976.58K Decreased by -52.70% | Dec 31, 24 |
| 8 | State Street Corp | 1.71M (3.23%) | 73.99K Increased by +4.33% | Dec 31, 24 |
| 9 | JPMorgan Chase & Co | 1.53M (2.90%) | -1.14M Decreased by -74.41% | Dec 31, 24 |
| 10 | Mackenzie Investments | 1.41M (2.67%) | 384.71K Increased by +27.28% | Dec 31, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 1.33M (2.51%) | 127.53K Increased by +9.61% | Jun 30, 24 |
| 12 | Dimensional Fund Advisors, Inc. | 1.19M (2.25%) | 26.23K Increased by +2.20% | Dec 31, 24 |
| 13 | Bank of America Corp | 1.19M (2.24%) | -14.68K Decreased by -1.24% | Dec 31, 24 |
| 14 | State Street Corporation | 1.11M (2.11%) | 15.51K Increased by +1.39% | Mar 31, 24 |
| 15 | Fuller & Thaler Asset Management Inc | 1.07M (2.02%) | 52.52K Increased by +4.91% | Dec 31, 24 |
| 16 | UBS Group AG | 965.70K (1.83%) | 479.65K Increased by +49.67% | Dec 31, 24 |
| 17 | Principal Financial Group Inc | 892.89K (1.69%) | -300.06K Decreased by -33.60% | Dec 31, 24 |
| 18 | William Blair Investment Management, LLC | 876.52K (1.66%) | 876.52K Increased by +100.00% | Sep 30, 24 |
| 19 | Citadel Advisors Llc | 860.85K (1.63%) | 103.09K Increased by +11.98% | Jun 30, 24 |
| 20 | Lord, Abbett & Co LLC | 829.88K (1.57%) | -214.71K Decreased by -25.87% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.68M (3.18%) | 179.61K Increased by +10.68% | Mar 31, 25 |
| 2 | JPM US Mid Cap Value-MA | 1.54M (2.92%) | 587.69K Increased by +38.04% | Mar 31, 25 |
| 3 | JPMorgan Mid Cap Value L | 1.54M (2.92%) | 443.90K Increased by +28.73% | Feb 28, 25 |
| 4 | iShares Core S&P Mid-Cap ETF | 1.52M (2.88%) | 500.00 Increased by +0.03% | Mar 31, 25 |
| 5 | Vanguard US Total Market Shares ETF | 1.50M (2.84%) | 1.21K Increased by +0.08% | Sep 30, 24 |
| 6 | Vanguard Small Cap Index | 1.33M (2.52%) | 113.30K Increased by +8.50% | Mar 31, 25 |
| 7 | EARNEST Small Cap Value | 1.22M (2.32%) | 1.22M Increased by +99.85% | Dec 31, 23 |
| 8 | VanEck Defense ETF A USD Acc | 1.06M (2.00%) | 4.14K Increased by +0.39% | Mar 31, 25 |
| 9 | iShares Russell 2000 ETF | 1.02M (1.92%) | 3.12K Increased by +0.31% | Mar 28, 24 |
| 10 | FullerThaler Behavioral Sm-Cp Eq R6 | 1.01M (1.92%) | 48.10K Increased by +4.74% | Dec 31, 24 |
| 11 | FullerThaler Behavioral Small-Cap Equity | 1.01M (1.92%) | 48.10K Increased by +4.74% | Dec 31, 24 |
| 12 | Vanguard Small Cap Value Index Inv | 863.73K (1.63%) | 60.03K Increased by +6.95% | Mar 31, 25 |
| 13 | Canada Life US Small-Mid Cap Growth A | 825.80K (1.56%) | 288.46K Increased by +34.93% | Jan 31, 25 |
| 14 | Canada Life US Small-Mid Cap Growth F | 825.80K (1.56%) | 288.46K Increased by +34.93% | Jan 31, 25 |
| 15 | Harbor Small Cap Value Instl | 801.95K (1.52%) | -5.63K Decreased by -0.70% | Mar 31, 25 |
| 16 | Columbia Acorn Inst | 788.88K (1.49%) | 42.00K Increased by +5.32% | Feb 28, 25 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 728.18K (1.38%) | 18.50K Increased by +2.54% | Mar 31, 25 |
| 18 | WEDGE QVM Large Cap Value | 679.52K (1.29%) | 84.85K Increased by +12.49% | Dec 31, 24 |
| 19 | WEDGE QVM-Large Cap Value | 679.52K (1.29%) | 84.85K Increased by +12.49% | Dec 31, 24 |
| 20 | Hennessy Cornerstone Mid Cap 30 Inv | 590.60K (1.12%) | 73.50K Increased by +12.44% | Sep 30, 24 |