| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 11.46M (10.16%) | -139.09K Decreased by -1.21% | Mar 31, 25 |
| 2 | BlackRock Inc | 11.37M (10.08%) | -132.25K Decreased by -1.16% | Mar 31, 25 |
| 3 | Loomis, Sayles & Company LP | 8.72M (7.73%) | -117.26K Decreased by -1.34% | Mar 31, 25 |
| 4 | State Street Corporation | 5.82M (5.16%) | -129.80K Decreased by -2.23% | Mar 31, 24 |
| 5 | Morgan Stanley - Brokerage Accounts | 5.80M (5.14%) | 167.49K Increased by +2.89% | Mar 31, 25 |
| 6 | State Street Corp | 5.74M (5.08%) | 55.16K Increased by +0.96% | Mar 31, 25 |
| 7 | Bank of America Corp | 3.03M (2.68%) | 180.93K Increased by +5.98% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 2.69M (2.38%) | 106.85K Increased by +3.98% | Mar 31, 25 |
| 9 | Beutel, Goodman & Company Ltd. | 2.68M (2.37%) | 11.74K Increased by +0.44% | Mar 31, 25 |
| 10 | Amvescap Plc. | 2.26M (2.00%) | -302.00K Decreased by -13.39% | Dec 31, 24 |
| 11 | Dimensional Fund Advisors, Inc. | 1.73M (1.54%) | 111.06K Increased by +6.41% | Mar 31, 25 |
| 12 | BTIM Corp | 1.33M (1.17%) | 19.15K Increased by +1.44% | Mar 31, 25 |
| 13 | Royce & Associates, LP | 1.28M (1.13%) | -77.05K Decreased by -6.02% | Mar 31, 25 |
| 14 | Bank of New York Mellon Corp | 1.13M (1.00%) | -38.80K Decreased by -3.42% | Mar 31, 25 |
| 15 | Northern Trust Corp | 1.07M (0.95%) | 184.34K Increased by +17.26% | Dec 31, 24 |
| 16 | Legal & General Group PLC | 1.01M (0.90%) | -13.20K Decreased by -1.30% | Jun 30, 24 |
| 17 | First Trust Advisors L.P. | 951.18K (0.84%) | 54.46K Increased by +5.73% | Sep 30, 24 |
| 18 | FMR Inc | 914.24K (0.81%) | -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 (3.67%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 3.72M (3.30%) | 2.15K Increased by +0.06% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 3.66M (3.24%) | 73.38K Increased by +2.01% | Apr 30, 25 |
| 4 | iShares Core S&P Mid-Cap ETF | 3.12M (2.77%) | -10.06K Decreased by -0.32% | Apr 30, 25 |
| 5 | Vanguard Small Cap Index | 2.87M (2.54%) | 18.63K Increased by +0.65% | Apr 30, 25 |
| 6 | Loomis Sayles Growth Y | 2.18M (1.93%) | 22.49K Increased by +1.03% | Mar 31, 25 |
| 7 | Vanguard Small Cap Value Index Inv | 1.85M (1.64%) | 5.87K Increased by +0.32% | Apr 30, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.49M (1.32%) | 7.54K Increased by +0.50% | Apr 30, 25 |
| 9 | Invesco Global Multi Cap Growth | 1.22M (1.08%) | 76.40K Increased by +6.28% | Jun 30, 24 |
| 10 | SPDR® S&P Dividend ETF | 1.14M (1.01%) | 64.00K Increased by +5.60% | Apr 30, 25 |
| 11 | Loomis Sayles Large Cap Growth Trust B | 1.03M (0.92%) | -2.07K Decreased by -0.20% | Feb 28, 25 |
| 12 | Loomis Sayles Large Cap Growth Trust C | 1.03M (0.92%) | -2.07K Decreased by -0.20% | Feb 28, 25 |
| 13 | Beutel Goodman American Equity Class F | 939.67K (0.83%) | 12.39K Increased by +1.32% | Mar 31, 24 |
| 14 | Invesco Global Opportunities A | 817.43K (0.72%) | -116.41K Decreased by -14.24% | Feb 28, 25 |
| 15 | Loomis Sayles US Growth Eq I/A USD | 786.86K (0.70%) | 27.49K Increased by +3.49% | Mar 31, 25 |
| 16 | Invesco S&P MidCap Quality ETF | 769.59K (0.68%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 17 | SPDR® S&P MIDCAP 400 ETF Trust | 761.26K (0.67%) | -8.42K Decreased by -1.11% | Apr 30, 25 |
| 18 | Tandem Large Cap Core WRAP | 683.65K (0.61%) | -257.34K Decreased by -37.64% | Dec 31, 23 |
| 19 | First Trust SMID Cp Rising Div Achv ETF | 673.69K (0.60%) | 580.00 Increased by +0.09% | Apr 30, 25 |
| 20 | Beutel Goodman American Equity Class D | 624.29K (0.55%) | -2.03K Decreased by -0.33% | Mar 31, 25 |