| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 35.09M (0.91%) | 11.39M Increased by +32.46% | Mar 31, 25 |
| 2 | Goldman Sachs Group Inc | 11.27M (0.29%) | 53.61K Increased by +0.48% | Mar 31, 25 |
| 3 | FMR Inc | 9.64M (0.25%) | 1.26M Increased by +13.04% | Mar 31, 25 |
| 4 | BlackRock Inc | 6.96M (0.18%) | -3.53K Decreased by -0.05% | Mar 31, 25 |
| 5 | Clark Capital Management Group Inc | 6.50M (0.17%) | 111.95K Increased by +1.72% | Mar 31, 25 |
| 6 | Northern Trust Corp | 5.19M (0.13%) | 159.32K Increased by +3.07% | Mar 31, 25 |
| 7 | Lazard Asset Management LLC | 4.98M (0.13%) | -2.54M Decreased by -50.95% | Sep 30, 23 |
| 8 | Ramius, LLC | 3.30M (0.09%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | Millennium Management LLC | 2.96M (0.08%) | -252.49K Decreased by -8.52% | Jun 30, 24 |
| 10 | Dimensional Fund Advisors, Inc. | 2.89M (0.07%) | -13.66K Decreased by -0.47% | Mar 31, 25 |
| 11 | Wells Fargo & Co | 1.99M (0.05%) | -90.80K Decreased by -4.56% | Mar 31, 25 |
| 12 | Envestnet Asset Management Inc | 1.92M (0.05%) | 119.82K Increased by +6.23% | Mar 31, 25 |
| 13 | Bank of America Corp | 1.84M (0.05%) | 64.22K Increased by +3.49% | Mar 31, 25 |
| 14 | Arrowstreet Capital Limited Partnership | 1.75M (0.05%) | 1.35M Increased by +77.12% | Sep 30, 24 |
| 15 | Renaissance Technologies Corp | 1.64M (0.04%) | 31.80K Increased by +1.94% | Mar 31, 25 |
| 16 | JANE STREET GROUP, LLC | 1.61M (0.04%) | 1.38M Increased by +85.76% | Dec 31, 23 |
| 17 | American Century Companies Inc | 1.61M (0.04%) | 89.79K Increased by +5.59% | Mar 31, 25 |
| 18 | COWEN AND COMPANY, LLC | 1.56M (0.04%) | -1.24M Decreased by -79.51% | Sep 30, 24 |
| 19 | Natixis Advisors, LLC. | 1.44M (0.04%) | 538.82K Increased by +37.44% | Mar 31, 25 |
| 20 | JPMorgan Chase & Co | 1.19M (0.03%) | 174.33K Increased by +14.66% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Russell CDN_Core Equity SMA | 19.76M (0.51%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Russell Investments Core Equity SMA | 14.75M (0.38%) | -1.61M Decreased by -10.89% | Mar 31, 25 |
| 3 | Clark Navigator International Equity/ADR | 6.59M (0.17%) | 93.65K Increased by +1.42% | May 31, 25 |
| 4 | Avantis International Equity ETF | 1.34M (0.03%) | 2.00K Increased by +0.15% | May 31, 25 |
| 5 | Dimensional International Value ETF | 1.03M (0.03%) | 0.00 Increased by 0.00% | May 30, 25 |
| 6 | Morgan Stanley Global Con Eq Wrap Comp | 922.88K (0.02%) | 522.08K Increased by +56.57% | Mar 31, 25 |
| 7 | Morgan Stanley Global Con. Eq. Comm Comp | 922.88K (0.02%) | 837.87K Increased by +90.79% | Mar 31, 25 |
| 8 | Morgan Stanley Instl Glbl Concntr R6 | 922.88K (0.02%) | 522.08K Increased by +56.57% | Mar 31, 25 |
| 9 | Invesco International Div Achiev ETF | 897.17K (0.02%) | 0.00 Increased by 0.00% | May 31, 25 |
| 10 | Dimensional International Cr Eq Mkt ETF | 880.89K (0.02%) | 0.00 Increased by 0.00% | May 30, 25 |
| 11 | Amplify CWP International Enh Div IncETF | 541.61K (0.01%) | 0.00 Increased by 0.00% | May 30, 25 |
| 12 | Dimensional International Core Eq 2 ETF | 503.83K (0.01%) | 0.00 Increased by 0.00% | May 30, 25 |
| 13 | Russell Personalized Core Equity SMA | 495.09K (0.01%) | -40.35K Decreased by -8.15% | Mar 31, 25 |
| 14 | Russell Personalized 70/30 Core Alloc | 447.90K (0.01%) | 447.90K Increased by +100.00% | Feb 29, 24 |
| 15 | Dimensional SMA Global ex US Large Core | 429.66K (0.01%) | 429.66K Increased by +100.00% | Sep 30, 23 |
| 16 | Ninety One Premier Global Value I | 348.12K (0.01%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 17 | Clark TW Moderate Composite | 346.32K (0.01%) | 233.85K Increased by +67.52% | May 31, 25 |
| 18 | Clark TW Mod Tax Aware Composite | 339.38K (0.01%) | 231.96K Increased by +68.35% | May 31, 25 |
| 19 | Calamos International Growth Composite | 327.82K (0.01%) | 116.10K Increased by +35.42% | Mar 31, 25 |
| 20 | Lazard International Equity Select ADR | 324.86K (0.01%) | 0.00 Increased by 0.00% | Sep 30, 23 |