| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 4.78M (12.51%) | -105.33K Decreased by -2.20% | Sep 30, 23 |
| 2 | BlackRock Inc | 4.13M (10.80%) | -431.07K Decreased by -10.44% | Sep 30, 23 |
| 3 | Victory Capital Management Inc. | 2.78M (7.26%) | -187.69K Decreased by -6.76% | Dec 31, 23 |
| 4 | JPMorgan Chase & Co | 2.55M (6.67%) | -35.99K Decreased by -1.41% | Sep 30, 23 |
| 5 | T. Rowe Price Associates, Inc. | 2.32M (6.07%) | -101.26K Decreased by -4.37% | Sep 30, 23 |
| 6 | State Street Corporation | 1.84M (4.81%) | -32.17K Decreased by -1.75% | Sep 30, 23 |
| 7 | Amvescap Plc. | 1.82M (4.77%) | -238.90K Decreased by -13.11% | Sep 30, 23 |
| 8 | Barrow Hanley Mewhinney & Strauss LLC | 1.54M (4.02%) | 29.19K Increased by +1.90% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 888.56K (2.32%) | 4.03K Increased by +0.45% | Sep 30, 23 |
| 10 | Arrowstreet Capital Limited Partnership | 888.30K (2.32%) | -268.29K Decreased by -30.20% | Sep 30, 23 |
| 11 | AllianceBernstein L.P. | 818.54K (2.14%) | 23.95K Increased by +2.93% | Sep 30, 23 |
| 12 | Jennison Associates LLC | 794.13K (2.08%) | 331.41K Increased by +41.73% | Dec 31, 23 |
| 13 | FMR Inc | 741.43K (1.94%) | -116.00K Decreased by -15.64% | Sep 30, 23 |
| 14 | Boston Partners Global Investors, Inc | 726.12K (1.90%) | 726.12K Increased by +100.00% | Sep 30, 23 |
| 15 | Jupiter Asset Management Limited | 678.81K (1.78%) | -13.00K Decreased by -1.92% | Sep 30, 23 |
| 16 | Pictet Asset Manangement SA | 619.98K (1.62%) | 619.98K Increased by +100.00% | Sep 30, 23 |
| 17 | Balyasny Asset Management LLC | 554.95K (1.45%) | 554.95K Increased by +100.00% | Sep 30, 23 |
| 18 | Dimensional Fund Advisors, Inc. | 542.26K (1.42%) | -152.12K Decreased by -28.05% | Dec 31, 23 |
| 19 | HS Management Partners, LLC | 487.63K (1.28%) | -484.26K Decreased by -99.31% | Dec 31, 23 |
| 20 | Alyeska Investment Group, L.P. | 486.70K (1.27%) | 31.28K Increased by +6.43% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Victory Sycamore Established Value R | 1.81M (4.74%) | -20.00K Decreased by -1.10% | Dec 31, 23 |
| 2 | T. Rowe Price Mid-Cap Value | 1.29M (3.36%) | -50.78K Decreased by -3.95% | Dec 31, 23 |
| 3 | T. Rowe Price US Mid-Cap Value Equity | 1.29M (3.36%) | -50.78K Decreased by -3.95% | Dec 31, 23 |
| 4 | JPM US Mid Cap Value-MA | 1.15M (3.01%) | 1.15M Increased by +99.73% | Sep 30, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.12M (2.94%) | 1.33K Increased by +0.12% | Jan 31, 24 |
| 6 | Vanguard Institutional 500 Index Trust | 982.11K (2.57%) | 10.57K Increased by +1.08% | Jan 31, 24 |
| 7 | Vanguard Small Cap Index | 913.61K (2.39%) | 2.48K Increased by +0.27% | Jan 31, 24 |
| 8 | JHancock Disciplined Value Mid Cap I | 877.98K (2.30%) | -7.46K Decreased by -0.85% | Dec 31, 23 |
| 9 | JPM US Mid Cap Value-Composite | 756.42K (1.98%) | -392.45K Decreased by -51.88% | Dec 31, 23 |
| 10 | JPMorgan Mid Cap Value L | 756.42K (1.98%) | -392.45K Decreased by -51.88% | Dec 31, 23 |
| 11 | Invesco S&P 500® Equal Weight ETF | 711.78K (1.86%) | 3.36K Increased by +0.47% | Jan 31, 24 |
| 12 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 657.60K (1.72%) | 7.98K Increased by +1.21% | Dec 31, 23 |
| 13 | Vanguard Small Cap Value Index Inv | 625.33K (1.64%) | -2.59K Decreased by -0.41% | Jan 31, 24 |
| 14 | BlackRock Equity Dividend Instl | 562.91K (1.47%) | -12.21K Decreased by -2.17% | Dec 31, 23 |
| 15 | JPM US Value Advantage-MA | 537.80K (1.41%) | 517.60K Increased by +96.24% | Sep 30, 23 |
| 16 | JPMorgan Value Advantage L | 524.60K (1.37%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | SPDR® S&P 500 ETF Trust | 474.23K (1.24%) | 3.62K Increased by +0.76% | Jan 31, 24 |
| 18 | Fidelity 500 Index | 467.13K (1.22%) | -3.50K Decreased by -0.75% | Dec 31, 23 |
| 19 | Invesco Comstock A | 411.91K (1.08%) | -90.32K Decreased by -21.93% | Dec 31, 23 |
| 20 | Invesco Large Cap Value | 411.91K (1.08%) | -90.32K Decreased by -21.93% | Dec 31, 23 |