| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 11.46M (10.24%) | -139.09K Decreased by -1.21% | Mar 31, 25 |
| 2 | BlackRock Inc | 11.37M (10.15%) | -132.25K Decreased by -1.16% | Mar 31, 25 |
| 3 | Loomis, Sayles & Company LP | 8.72M (7.79%) | -117.26K Decreased by -1.34% | Mar 31, 25 |
| 4 | State Street Corporation | 5.82M (5.20%) | -129.80K Decreased by -2.23% | Mar 31, 24 |
| 5 | Morgan Stanley - Brokerage Accounts | 5.80M (5.18%) | 167.49K Increased by +2.89% | Mar 31, 25 |
| 6 | State Street Corp | 5.74M (5.12%) | 55.16K Increased by +0.96% | Mar 31, 25 |
| 7 | Bank of America Corp | 3.03M (2.70%) | 180.93K Increased by +5.98% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 2.69M (2.40%) | 106.85K Increased by +3.98% | Mar 31, 25 |
| 9 | Beutel, Goodman & Company Ltd. | 2.68M (2.39%) | 11.74K Increased by +0.44% | Mar 31, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 1.73M (1.55%) | 111.06K Increased by +6.41% | Mar 31, 25 |
| 11 | Amvescap Plc. | 1.70M (1.52%) | -552.08K Decreased by -32.42% | Mar 31, 25 |
| 12 | First Trust Advisors L.P. | 1.58M (1.41%) | 1.10M Increased by +69.51% | Mar 31, 25 |
| 13 | BTIM Corp | 1.33M (1.18%) | 19.15K Increased by +1.44% | Mar 31, 25 |
| 14 | Royce & Associates, LP | 1.28M (1.14%) | -77.05K Decreased by -6.02% | Mar 31, 25 |
| 15 | Bank of New York Mellon Corp | 1.13M (1.01%) | -38.80K Decreased by -3.42% | Mar 31, 25 |
| 16 | Northern Trust Corp | 1.05M (0.94%) | -14.33K Decreased by -1.36% | Mar 31, 25 |
| 17 | Legal & General Group PLC | 1.01M (0.90%) | -13.20K Decreased by -1.30% | Jun 30, 24 |
| 18 | FMR Inc | 914.24K (0.82%) | -318.98K Decreased by -34.89% | Mar 31, 25 |
| 19 | Great West Life Assurance Co | 912.57K (0.81%) | -621.74K Decreased by -68.13% | Mar 31, 24 |
| 20 | Azora Capital LP | 819.88K (0.73%) | 199.09K Increased by +24.28% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Eaton Vance Atlanta Capital SMID-Cap I | 4.14M (3.70%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 3.72M (3.33%) | 2.15K Increased by +0.06% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 3.66M (3.27%) | 1.87K Increased by +0.05% | May 31, 25 |
| 4 | iShares Core S&P Mid-Cap ETF | 3.08M (2.75%) | 1.62K Increased by +0.05% | Jun 30, 25 |
| 5 | Vanguard Small Cap Index | 2.88M (2.57%) | 12.42K Increased by +0.43% | May 31, 25 |
| 6 | Loomis Sayles Growth Y | 2.28M (2.04%) | 11.39K Increased by +0.50% | May 31, 25 |
| 7 | Vanguard Small Cap Value Index Inv | 1.85M (1.65%) | -1.56K Decreased by -0.08% | May 31, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.50M (1.34%) | 9.86K Increased by +0.65% | May 31, 25 |
| 9 | Invesco Global Multi Cap Growth | 1.22M (1.09%) | 76.40K Increased by +6.28% | Jun 30, 24 |
| 10 | SPDR® S&P Dividend ETF | 1.13M (1.01%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | Loomis Sayles Large Cap Growth Trust C | 1.03M (0.92%) | -2.07K Decreased by -0.20% | Feb 28, 25 |
| 12 | Loomis Sayles Large Cap Growth Trust B | 1.02M (0.91%) | -12.98K Decreased by -1.28% | May 31, 25 |
| 13 | Beutel Goodman American Equity Class F | 939.67K (0.84%) | 12.39K Increased by +1.32% | Mar 31, 24 |
| 14 | First Trust SMID Cp Rising Div Achv ETF | 881.04K (0.79%) | 1.71K Increased by +0.19% | Jun 30, 25 |
| 15 | Invesco S&P MidCap Quality ETF | 876.11K (0.78%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Invesco Global Opportunities A | 817.43K (0.73%) | -116.41K Decreased by -14.24% | Feb 28, 25 |
| 17 | Loomis Sayles US Growth Eq I/A USD | 787.95K (0.70%) | 30.09K Increased by +3.82% | May 31, 25 |
| 18 | SPDR® S&P MIDCAP 400 ETF Trust | 742.86K (0.66%) | -1.43K Decreased by -0.19% | Jun 30, 25 |
| 19 | Tandem Large Cap Core WRAP | 683.65K (0.61%) | -257.34K Decreased by -37.64% | Dec 31, 23 |
| 20 | Beutel Goodman American Equity Class D | 624.30K (0.56%) | 0.00 Increased by 0.00% | May 31, 25 |