| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 6.39M (12.43%) | 26.94K Increased by +0.42% | Sep 30, 24 |
| 2 | BlackRock Inc | 4.11M (8.01%) | 35.46K Increased by +0.86% | Sep 30, 24 |
| 3 | State Street Corporation | 2.12M (4.12%) | -107.13K Decreased by -5.06% | Mar 31, 24 |
| 4 | State Street Corp | 2.12M (4.12%) | 10.64K Increased by +0.50% | Sep 30, 24 |
| 5 | Charles Schwab Investment Management Inc | 1.73M (3.37%) | 56.27K Increased by +3.25% | Sep 30, 24 |
| 6 | Geode Capital Management, LLC | 1.61M (3.14%) | 69.59K Increased by +4.31% | Sep 30, 24 |
| 7 | First Trust Advisors L.P. | 1.41M (2.74%) | 139.66K Increased by +9.92% | Sep 30, 24 |
| 8 | Nordea Investment Mgmt Bank Demark A/s | 1.00M (1.95%) | 48.34K Increased by +4.83% | Sep 30, 24 |
| 9 | Earnest Partners LLC | 945.66K (1.84%) | 2.91K Increased by +0.31% | Sep 30, 24 |
| 10 | Pacer Advisors, INC. | 907.65K (1.77%) | 78.18K Increased by +8.61% | Sep 30, 24 |
| 11 | Dimensional Fund Advisors, Inc. | 877.38K (1.71%) | 59.84K Increased by +6.82% | Sep 30, 24 |
| 12 | Envestnet Asset Management Inc | 743.84K (1.45%) | 11.27K Increased by +1.51% | Sep 30, 24 |
| 13 | Regions Financial Corp | 725.43K (1.41%) | -600.00 Decreased by -0.08% | Sep 30, 24 |
| 14 | Morgan Stanley - Brokerage Accounts | 702.91K (1.37%) | -610.13K Decreased by -86.80% | Sep 30, 24 |
| 15 | Northern Trust Corp | 652.39K (1.27%) | -26.89K Decreased by -4.12% | Sep 30, 24 |
| 16 | JPMorgan Chase & Co | 645.85K (1.26%) | -630.45K Decreased by -97.62% | Sep 30, 24 |
| 17 | LSV Asset Management | 641.90K (1.25%) | -32.45K Decreased by -5.05% | Jun 30, 24 |
| 18 | Amvescap Plc. | 635.34K (1.24%) | -19.91K Decreased by -3.13% | Sep 30, 24 |
| 19 | Mawer Investment Management Ltd | 634.02K (1.23%) | 1.80K Increased by +0.28% | Sep 30, 24 |
| 20 | Bank of America Corp | 632.78K (1.23%) | 18.36K Increased by +2.90% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.66M (3.23%) | -6.30K Decreased by -0.38% | Nov 30, 24 |
| 2 | Vanguard Institutional 500 Index Trust | 1.42M (2.76%) | 21.13K Increased by +1.49% | Nov 30, 24 |
| 3 | Schwab US Dividend Equity ETF™ | 1.34M (2.61%) | 1.38K Increased by +0.10% | Dec 31, 24 |
| 4 | Vanguard Mid Cap Index Institutional | 1.12M (2.19%) | 5.85K Increased by +0.52% | Nov 30, 24 |
| 5 | Pacer US Cash Cows 100 ETF | 746.88K (1.45%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 6 | First Trust Rising Dividend Achiev ETF | 742.64K (1.45%) | 2.25K Increased by +0.30% | Dec 30, 24 |
| 7 | JPM US Mid Cap Value-Composite | 740.42K (1.44%) | -8.13K Decreased by -1.10% | Jun 30, 24 |
| 8 | JPM US Mid Cap Value-MA | 740.42K (1.44%) | -8.13K Decreased by -1.10% | Jun 30, 24 |
| 9 | SPDR® S&P 500® ETF Trust | 660.22K (1.29%) | 7.66K Increased by +1.16% | Dec 31, 24 |
| 10 | Fidelity 500 Index | 651.00K (1.27%) | 4.42K Increased by +0.68% | Nov 30, 24 |
| 11 | SPDR® S&P 500 ETF Trust | 638.60K (1.24%) | -4.90K Decreased by -0.77% | Mar 31, 24 |
| 12 | Fidelity® 500 Index | 616.63K (1.20%) | 3.92K Increased by +0.64% | Nov 30, 23 |
| 13 | iShares Core S&P 500 ETF | 616.53K (1.20%) | 434.00 Increased by +0.07% | Dec 31, 24 |
| 14 | JPMorgan Mid Cap Value L | 568.44K (1.11%) | -97.91K Decreased by -17.22% | Aug 31, 24 |
| 15 | First Trust Capital Strength ETF | 553.89K (1.08%) | -566.00 Decreased by -0.10% | Dec 30, 24 |
| 16 | Alley Company Dividend Portfolio | 488.34K (0.95%) | 3.06K Increased by +0.63% | Sep 30, 24 |
| 17 | Vanguard Value Index Inv | 450.63K (0.88%) | 3.20K Increased by +0.71% | Nov 30, 24 |
| 18 | Invesco S&P 500® Equal Weight ETF | 422.42K (0.82%) | 450.00 Increased by +0.11% | Dec 31, 24 |
| 19 | Vanguard Mid-Cap Value ETF | 363.56K (0.71%) | 782.00 Increased by +0.22% | Nov 30, 24 |
| 20 | Confluence Equity Income | 346.36K (0.67%) | -18.48K Decreased by -5.33% | Sep 30, 24 |