| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 6.40M (12.55%) | 19.33K Increased by +0.30% | Dec 31, 24 |
| 2 | BlackRock Inc | 4.11M (8.05%) | -3.75K Decreased by -0.09% | Dec 31, 24 |
| 3 | State Street Corp | 2.17M (4.24%) | 49.64K Increased by +2.29% | Dec 31, 24 |
| 4 | State Street Corporation | 2.12M (4.15%) | -107.13K Decreased by -5.06% | Mar 31, 24 |
| 5 | First Trust Advisors L.P. | 1.82M (3.56%) | 411.32K Increased by +22.61% | Dec 31, 24 |
| 6 | Charles Schwab Investment Management Inc | 1.81M (3.54%) | 77.49K Increased by +4.29% | Dec 31, 24 |
| 7 | Geode Capital Management, LLC | 1.64M (3.22%) | 27.70K Increased by +1.69% | Dec 31, 24 |
| 8 | JPMorgan Chase & Co | 1.29M (2.53%) | -1.26M Decreased by -97.62% | Sep 30, 24 |
| 9 | Nordea Investment Mgmt Bank Demark A/s | 1.13M (2.21%) | 127.86K Increased by +11.33% | Dec 31, 24 |
| 10 | Earnest Partners LLC | 963.87K (1.89%) | 18.21K Increased by +1.89% | Dec 31, 24 |
| 11 | Dimensional Fund Advisors, Inc. | 927.56K (1.82%) | 50.19K Increased by +5.41% | Dec 31, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 843.28K (1.65%) | 140.37K Increased by +16.65% | Dec 31, 24 |
| 13 | Northern Trust Corp | 798.25K (1.56%) | 145.86K Increased by +18.27% | Dec 31, 24 |
| 14 | Envestnet Asset Management Inc | 759.43K (1.49%) | 15.59K Increased by +2.05% | Dec 31, 24 |
| 15 | Pacer Advisors, INC. | 751.40K (1.47%) | -156.25K Decreased by -20.80% | Dec 31, 24 |
| 16 | Regions Financial Corp | 724.83K (1.42%) | -599.00 Decreased by -0.08% | Dec 31, 24 |
| 17 | Mawer Investment Management Ltd | 723.91K (1.42%) | 89.89K Increased by +12.42% | Dec 31, 24 |
| 18 | Amvescap Plc. | 637.32K (1.25%) | 1.98K Increased by +0.31% | Dec 31, 24 |
| 19 | Bank of America Corp | 623.01K (1.22%) | -9.77K Decreased by -1.57% | Dec 31, 24 |
| 20 | UBS Group AG | 588.97K (1.15%) | 328.50K Increased by +55.78% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.67M (3.27%) | 1.06K Increased by +0.06% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.66M (3.25%) | 10.74K Increased by +0.65% | Feb 28, 25 |
| 3 | Vanguard Institutional 500 Index Trust | 1.46M (2.85%) | 8.78K Increased by +0.60% | Feb 28, 25 |
| 4 | Schwab US Dividend Equity ETF™ | 1.45M (2.84%) | 1.12K Increased by +0.08% | Mar 29, 25 |
| 5 | Vanguard Mid Cap Index Institutional | 1.13M (2.22%) | 4.92K Increased by +0.43% | Feb 28, 25 |
| 6 | First Trust Rising Dividend Achiev ETF | 869.08K (1.70%) | 570.00 Increased by +0.07% | Mar 31, 25 |
| 7 | JPM US Mid Cap Value-Composite | 740.42K (1.45%) | -8.13K Decreased by -1.10% | Jun 30, 24 |
| 8 | JPM US Mid Cap Value-MA | 740.42K (1.45%) | -8.13K Decreased by -1.10% | Jun 30, 24 |
| 9 | Fidelity 500 Index | 657.62K (1.29%) | 2.93K Increased by +0.45% | Feb 28, 25 |
| 10 | SPDR® S&P 500 ETF | 653.53K (1.28%) | -9.61K Decreased by -1.47% | Mar 31, 25 |
| 11 | iShares Core S&P 500 ETF | 639.30K (1.25%) | 1.86K Increased by +0.29% | Mar 31, 25 |
| 12 | SPDR® S&P 500 ETF Trust | 638.60K (1.25%) | -4.90K Decreased by -0.77% | Mar 31, 24 |
| 13 | SPDR® S&P 500® ETF Trust | 636.14K (1.25%) | -3.35K Decreased by -0.53% | Mar 31, 25 |
| 14 | SPDR® S&P 500® ETF | 628.88K (1.23%) | -10.60K Decreased by -1.69% | Mar 31, 25 |
| 15 | Fidelity® 500 Index | 616.63K (1.21%) | 3.92K Increased by +0.64% | Nov 30, 23 |
| 16 | JPMorgan Mid Cap Value L | 568.44K (1.11%) | -97.91K Decreased by -17.22% | Aug 31, 24 |
| 17 | First Trust Capital Strength ETF | 553.89K (1.09%) | -566.00 Decreased by -0.10% | Dec 30, 24 |
| 18 | Alley Company Dividend Portfolio | 492.52K (0.96%) | 4.18K Increased by +0.85% | Dec 31, 24 |
| 19 | Vanguard Value Index Inv | 452.72K (0.89%) | 1.88K Increased by +0.42% | Feb 28, 25 |
| 20 | Invesco S&P 500® Equal Weight ETF | 436.58K (0.86%) | 890.00 Increased by +0.20% | Mar 31, 25 |