| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 14.89M (10.49%) | -204.57K Decreased by -1.37% | Mar 31, 24 |
| 2 | BlackRock Inc | 13.49M (9.51%) | -229.32K Decreased by -1.70% | Mar 31, 24 |
| 3 | FMR Inc | 10.45M (7.37%) | -413.17K Decreased by -3.95% | Mar 31, 24 |
| 4 | Wellington Management Company LLP | 8.17M (5.76%) | 332.19K Increased by +4.07% | Mar 31, 24 |
| 5 | State Street Corporation | 6.66M (4.69%) | -682.97K Decreased by -10.26% | Mar 31, 24 |
| 6 | Synovus Financial Corp | 5.75M (4.05%) | -30.06K Decreased by -0.52% | Mar 31, 24 |
| 7 | Dimensional Fund Advisors, Inc. | 5.27M (3.71%) | 94.06K Increased by +1.78% | Mar 31, 24 |
| 8 | Charles Schwab Investment Management Inc | 4.80M (3.38%) | 1.07M Increased by +22.26% | Mar 31, 24 |
| 9 | Macquarie Group Ltd | 2.93M (2.06%) | -89.80K Decreased by -3.07% | Mar 31, 24 |
| 10 | Silvercrest Asset Management Group LLC | 2.76M (1.95%) | -108.71K Decreased by -3.93% | Mar 31, 24 |
| 11 | North Reef Capital Management LP | 2.70M (1.90%) | -1.78M Decreased by -66.11% | Mar 31, 24 |
| 12 | Geode Capital Management, LLC | 2.34M (1.65%) | 50.99K Increased by +2.17% | Mar 31, 24 |
| 13 | Bank of New York Mellon Corp | 2.13M (1.50%) | -80.84K Decreased by -3.79% | Mar 31, 24 |
| 14 | Channing Capital Management, LLC | 1.79M (1.26%) | -123.84K Decreased by -6.90% | Mar 31, 24 |
| 15 | Morgan Stanley - Brokerage Accounts | 1.72M (1.21%) | 127.39K Increased by +7.42% | Mar 31, 24 |
| 16 | NORGES BANK | 1.59M (1.12%) | 117.64K Increased by +7.39% | Dec 31, 23 |
| 17 | Bank of America Corp | 1.59M (1.12%) | 1.03M Increased by +64.63% | Mar 31, 24 |
| 18 | First Trust Advisors L.P. | 1.55M (1.10%) | 144.45K Increased by +9.29% | Mar 31, 24 |
| 19 | American Century Companies Inc | 1.35M (0.95%) | 38.92K Increased by +2.88% | Mar 31, 24 |
| 20 | Barclays PLC | 1.25M (0.88%) | 235.83K Increased by +18.92% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 4.56M (3.21%) | 7.52K Increased by +0.16% | Jun 28, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 4.42M (3.11%) | 2.33K Increased by +0.05% | Jun 30, 24 |
| 3 | Fidelity® Low-Priced Stock | 3.63M (2.56%) | 284.62K Increased by +7.84% | Oct 31, 23 |
| 4 | Vanguard Small Cap Index | 3.50M (2.46%) | -59.78K Decreased by -1.71% | Jun 30, 24 |
| 5 | Fidelity Low-Priced Stock | 3.48M (2.45%) | -22.17K Decreased by -0.64% | Apr 30, 24 |
| 6 | Schwab US Dividend Equity ETF™ | 3.37M (2.37%) | 9.30K Increased by +0.28% | Jun 29, 24 |
| 7 | Vanguard Explorer Inv | 2.49M (1.75%) | 325.41K Increased by +13.09% | Mar 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 2.35M (1.66%) | -27.04K Decreased by -1.15% | Jun 30, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 2.21M (1.56%) | 3.90K Increased by +0.18% | Jun 30, 24 |
| 10 | Fidelity® Small Cap Value | 1.73M (1.22%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 11 | Delaware Small Cap Value A | 1.67M (1.17%) | 0.00 Increased by 0.00% | May 31, 24 |
| 12 | Fidelity® Series Small Cap Opps | 1.65M (1.16%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 13 | Fidelity Series Small Cap Opps | 1.52M (1.07%) | -12.40K Decreased by -0.81% | Apr 30, 24 |
| 14 | SPDR® S&P Regional Banking ETF | 1.49M (1.05%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 15 | First Trust SMID Cp Rising Div Achv ETF | 1.23M (0.87%) | 4.00K Increased by +0.33% | Jun 30, 24 |
| 16 | Fidelity Small Cap Value Fund | 1.20M (0.85%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | SPDR® S&P MIDCAP 400 ETF Trust | 1.18M (0.83%) | -28.21K Decreased by -2.40% | Jun 30, 24 |
| 18 | WEDGE QVM-Large Cap Value | 1.14M (0.80%) | 148.29K Increased by +12.98% | Jun 30, 24 |
| 19 | Avantis US Small Cap Value ETF | 1.01M (0.71%) | 0.00 Increased by 0.00% | Jun 29, 24 |
| 20 | DFA US Targeted Value I | 979.74K (0.69%) | 117.17K Increased by +11.96% | May 31, 24 |