| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 11.60M (11.11%) | 9.49K Increased by +0.08% | Dec 31, 24 |
| 2 | BlackRock Inc | 11.50M (11.02%) | 92.57K Increased by +0.80% | Dec 31, 24 |
| 3 | Loomis, Sayles & Company LP | 8.84M (8.47%) | -310.62K Decreased by -3.51% | Dec 31, 24 |
| 4 | State Street Corporation | 5.82M (5.58%) | -129.80K Decreased by -2.23% | Mar 31, 24 |
| 5 | State Street Corp | 5.68M (5.44%) | -25.35K Decreased by -0.45% | Dec 31, 24 |
| 6 | Morgan Stanley - Brokerage Accounts | 5.63M (5.39%) | -221.29K Decreased by -3.93% | Dec 31, 24 |
| 7 | Bank of America Corp | 2.85M (2.73%) | -187.20K Decreased by -6.58% | Dec 31, 24 |
| 8 | Beutel, Goodman & Company Ltd. | 2.66M (2.55%) | -1.35M Decreased by -50.72% | Dec 31, 24 |
| 9 | Geode Capital Management, LLC | 2.58M (2.47%) | 60.31K Increased by +2.34% | Dec 31, 24 |
| 10 | Amvescap Plc. | 2.26M (2.16%) | -302.00K Decreased by -13.39% | Dec 31, 24 |
| 11 | Dimensional Fund Advisors, Inc. | 1.62M (1.55%) | -14.35K Decreased by -0.88% | Dec 31, 24 |
| 12 | Royce & Associates, LP | 1.36M (1.30%) | -108.17K Decreased by -7.97% | Dec 31, 24 |
| 13 | BTIM Corp | 1.33M (1.27%) | 19.15K Increased by +1.44% | Mar 31, 25 |
| 14 | FMR Inc | 1.23M (1.18%) | 348.11K Increased by +28.23% | Dec 31, 24 |
| 15 | Bank of New York Mellon Corp | 1.17M (1.12%) | 46.42K Increased by +3.96% | Dec 31, 24 |
| 16 | Northern Trust Corp | 1.07M (1.02%) | 184.34K Increased by +17.26% | Dec 31, 24 |
| 17 | Legal & General Group PLC | 1.01M (0.97%) | -13.20K Decreased by -1.30% | Jun 30, 24 |
| 18 | First Trust Advisors L.P. | 951.18K (0.91%) | 54.46K Increased by +5.73% | Sep 30, 24 |
| 19 | Great West Life Assurance Co | 912.57K (0.87%) | -621.74K Decreased by -68.13% | Mar 31, 24 |
| 20 | Azora Capital LP | 819.88K (0.79%) | 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 (3.96%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 2 | Vanguard US Total Market Shares ETF | 3.72M (3.57%) | 2.15K Increased by +0.06% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 3.58M (3.43%) | -64.86K Decreased by -1.81% | Mar 31, 25 |
| 4 | iShares Core S&P Mid-Cap ETF | 3.13M (3.00%) | -1.54K Decreased by -0.05% | Apr 29, 25 |
| 5 | Vanguard Small Cap Index | 2.85M (2.73%) | -112.21K Decreased by -3.94% | Mar 31, 25 |
| 6 | Loomis Sayles Growth Y | 2.18M (2.09%) | 22.49K Increased by +1.03% | Mar 31, 25 |
| 7 | Vanguard Small Cap Value Index Inv | 1.85M (1.77%) | -102.92K Decreased by -5.57% | Mar 31, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.49M (1.42%) | 6.40K Increased by +0.43% | Mar 31, 25 |
| 9 | Invesco Global Multi Cap Growth | 1.22M (1.17%) | 76.40K Increased by +6.28% | Jun 30, 24 |
| 10 | SPDR® S&P Dividend ETF | 1.08M (1.03%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 11 | Loomis Sayles Large Cap Growth Trust B | 1.03M (0.99%) | -2.07K Decreased by -0.20% | Feb 28, 25 |
| 12 | Loomis Sayles Large Cap Growth Trust C | 1.03M (0.99%) | -2.07K Decreased by -0.20% | Feb 28, 25 |
| 13 | Beutel Goodman American Equity Class F | 939.67K (0.90%) | 12.39K Increased by +1.32% | Mar 31, 24 |
| 14 | Invesco Global Opportunities A | 817.43K (0.78%) | -116.41K Decreased by -14.24% | Feb 28, 25 |
| 15 | Loomis Sayles US Growth Eq I/A USD | 786.86K (0.75%) | 27.49K Increased by +3.49% | Mar 31, 25 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 769.68K (0.74%) | -21.81K Decreased by -2.83% | Mar 31, 25 |
| 17 | Invesco S&P MidCap Quality ETF | 769.59K (0.74%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 18 | Tandem Large Cap Core WRAP | 683.65K (0.65%) | -257.34K Decreased by -37.64% | Dec 31, 23 |
| 19 | First Trust SMID Cp Rising Div Achv ETF | 673.69K (0.65%) | 580.00 Increased by +0.09% | Apr 30, 25 |
| 20 | Beutel Goodman American Equity Class D | 624.29K (0.60%) | -2.03K Decreased by -0.33% | Mar 31, 25 |