| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 6.36M (12.38%) | -2.72K Decreased by -0.04% | Jun 30, 24 |
| 2 | BlackRock Inc | 4.08M (7.94%) | -178.43K Decreased by -4.37% | Jun 30, 24 |
| 3 | State Street Corporation | 2.12M (4.12%) | -107.13K Decreased by -5.06% | Mar 31, 24 |
| 4 | State Street Corp | 2.11M (4.10%) | -12.24K Decreased by -0.58% | Jun 30, 24 |
| 5 | Charles Schwab Investment Management Inc | 1.67M (3.26%) | 20.65K Increased by +1.23% | Jun 30, 24 |
| 6 | Geode Capital Management, LLC | 1.54M (3.01%) | 93.35K Increased by +6.05% | Jun 30, 24 |
| 7 | Morgan Stanley - Brokerage Accounts | 1.31M (2.56%) | -51.72K Decreased by -3.94% | Jun 30, 24 |
| 8 | JPMorgan Chase & Co | 1.28M (2.49%) | 20.93K Increased by +1.64% | Jun 30, 24 |
| 9 | First Trust Advisors L.P. | 1.27M (2.47%) | 121.53K Increased by +9.58% | Jun 30, 24 |
| 10 | Nordea Investment Mgmt Bank Demark A/s | 952.11K (1.85%) | 60.12K Increased by +6.31% | Jun 30, 24 |
| 11 | Earnest Partners LLC | 942.74K (1.84%) | 13.03K Increased by +1.38% | Jun 30, 24 |
| 12 | Pacer Advisors, INC. | 829.47K (1.62%) | 824.77K Increased by +99.43% | Jun 30, 24 |
| 13 | Dimensional Fund Advisors, Inc. | 817.54K (1.59%) | 65.48K Increased by +8.01% | Jun 30, 24 |
| 14 | Envestnet Asset Management Inc | 732.57K (1.43%) | 632.52K Increased by +86.34% | Jun 30, 24 |
| 15 | Regions Financial Corp | 726.03K (1.41%) | -335.00 Decreased by -0.05% | Jun 30, 24 |
| 16 | Northern Trust Corp | 679.29K (1.32%) | -36.30K Decreased by -5.34% | Jun 30, 24 |
| 17 | Amvescap Plc. | 655.25K (1.28%) | 90.39K Increased by +13.79% | Jun 30, 24 |
| 18 | LSV Asset Management | 641.90K (1.25%) | -32.45K Decreased by -5.05% | Jun 30, 24 |
| 19 | Mawer Investment Management Ltd | 632.23K (1.23%) | 443.33K Increased by +70.12% | Jun 30, 24 |
| 20 | Bank of America Corp | 614.42K (1.20%) | -4.29K Decreased by -0.70% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.67M (3.25%) | 1.06K Increased by +0.06% | Sep 30, 24 |
| 2 | Vanguard Institutional 500 Index Trust | 1.38M (2.69%) | 477.00 Increased by +0.03% | Sep 30, 24 |
| 3 | Schwab US Dividend Equity ETF™ | 1.30M (2.53%) | 1.12K Increased by +0.09% | Oct 31, 24 |
| 4 | Vanguard Mid Cap Index Institutional | 1.12M (2.17%) | -12.39K Decreased by -1.11% | Sep 30, 24 |
| 5 | Pacer US Cash Cows 100 ETF | 902.33K (1.76%) | -510.00 Decreased by -0.06% | Oct 31, 24 |
| 6 | First Trust Rising Dividend Achiev ETF | 852.77K (1.66%) | 414.00 Increased by +0.05% | Oct 31, 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 | Fidelity 500 Index | 647.64K (1.26%) | -1.86K Decreased by -0.29% | Sep 30, 24 |
| 10 | SPDR® S&P 500® ETF Trust | 642.25K (1.25%) | 3.35K Increased by +0.52% | Oct 31, 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 | 586.38K (1.14%) | 899.00 Increased by +0.15% | Oct 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 | 559.72K (1.09%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 16 | Alley Company Dividend Portfolio | 488.34K (0.95%) | 3.06K Increased by +0.63% | Sep 30, 24 |
| 17 | Invesco S&P 500® Equal Weight ETF | 463.02K (0.90%) | 2.04K Increased by +0.44% | Oct 31, 24 |
| 18 | Vanguard Value Index Inv | 446.32K (0.87%) | 9.25K Increased by +2.07% | Sep 30, 24 |
| 19 | Vanguard Mid-Cap Value ETF | 361.45K (0.70%) | -546.00 Decreased by -0.15% | Sep 30, 24 |
| 20 | Confluence Equity Income | 346.36K (0.67%) | -18.48K Decreased by -5.33% | Sep 30, 24 |