| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Wellington Management Company LLP | 10.65M (8.66%) | -976.79K Decreased by -9.17% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 10.09M (8.21%) | 239.40K Increased by +2.37% | Dec 31, 24 |
| 3 | BlackRock Inc | 9.22M (7.50%) | 463.05K Increased by +5.02% | Dec 31, 24 |
| 4 | T. Rowe Price Associates, Inc. | 8.22M (6.68%) | -1.72M Decreased by -20.94% | Dec 31, 24 |
| 5 | Capital World Investors | 6.04M (4.91%) | -388.69K Decreased by -6.44% | Dec 31, 24 |
| 6 | Blackstone Inc | 4.75M (3.86%) | 4.75M Increased by +100.00% | Dec 31, 23 |
| 7 | State Street Corp | 4.14M (3.37%) | 307.20K Increased by +7.42% | Dec 31, 24 |
| 8 | Fidelity International Ltd | 3.96M (3.22%) | 310.89K Increased by +7.84% | Dec 31, 24 |
| 9 | TD Global Investment Solutions – TD Epoch | 2.54M (2.07%) | -189.67K Decreased by -7.46% | Dec 31, 24 |
| 10 | ArrowMark Colorado Holdings, LLC (ArrowMark Partners) | 2.40M (1.95%) | -92.39K Decreased by -3.85% | Dec 31, 24 |
| 11 | T. Rowe Price Investment Management,Inc. | 2.31M (1.88%) | 389.47K Increased by +16.86% | Dec 31, 24 |
| 12 | Neuberger Berman Group LLC | 2.18M (1.77%) | 32.78K Increased by +1.50% | Dec 31, 24 |
| 13 | Morgan Stanley - Brokerage Accounts | 2.16M (1.76%) | 476.06K Increased by +22.02% | Jun 30, 24 |
| 14 | Geode Capital Management, LLC | 1.73M (1.41%) | 35.08K Increased by +2.02% | Dec 31, 24 |
| 15 | Horizon Asset Management Inc/ny | 1.59M (1.29%) | 268.96K Increased by +16.92% | Dec 31, 24 |
| 16 | Massachusetts Financial Services Company | 1.58M (1.29%) | -416.70K Decreased by -26.30% | Dec 31, 24 |
| 17 | Boston Partners Global Investors, Inc | 1.57M (1.28%) | -50.75K Decreased by -3.24% | Dec 31, 24 |
| 18 | Woodline Partners LP | 1.44M (1.17%) | 37.34K Increased by +2.59% | Dec 31, 24 |
| 19 | Adage Capital Partners Gp LLC | 1.42M (1.15%) | -1.46M Decreased by -102.73% | Dec 31, 24 |
| 20 | Scout Investment Advisors Inc | 1.37M (1.11%) | -467.76K Decreased by -34.24% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 4.29M (3.49%) | 7.48K Increased by +0.17% | Mar 31, 25 |
| 2 | Vanguard Explorer Inv | 4.02M (3.27%) | -118.00K Decreased by -2.93% | Dec 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 4.01M (3.27%) | 2.64K Increased by +0.07% | Feb 28, 25 |
| 4 | American Funds New Economy A | 3.42M (2.78%) | -335.37K Decreased by -9.82% | Dec 31, 24 |
| 5 | Capital Group New Economy Comp | 3.42M (2.78%) | -335.37K Decreased by -9.82% | Dec 31, 24 |
| 6 | American Funds SMALLCAP World A | 3.38M (2.75%) | -160.90K Decreased by -4.77% | Dec 31, 24 |
| 7 | Vanguard Small Cap Index | 3.26M (2.65%) | 2.66K Increased by +0.08% | Feb 28, 25 |
| 8 | T. Rowe Price Mid-Cap Value | 2.75M (2.24%) | 75.45K Increased by +2.74% | Feb 28, 25 |
| 9 | T. Rowe Price Integrated US SmCapGrEq | 2.30M (1.87%) | 1.32M Increased by +57.36% | Dec 31, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 1.94M (1.58%) | 157.61K Increased by +8.12% | Feb 28, 25 |
| 11 | Vanguard Small Cap Growth Index Inv | 1.83M (1.49%) | -9.31K Decreased by -0.51% | Feb 28, 25 |
| 12 | T. Rowe Price US Mid-Cap Value Equity | 1.75M (1.43%) | -5.38K Decreased by -0.31% | Dec 31, 24 |
| 13 | Horizon Kinetics Inflation Bnfcrs ETF | 1.48M (1.20%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | Neuberger Berman Genesis Inv | 1.40M (1.14%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | Vanguard Global Capital Cycles Investor | 1.33M (1.08%) | -97.94K Decreased by -7.38% | Jun 30, 24 |
| 16 | T. Rowe Price Integrated US Sm Gr Eq | 1.31M (1.07%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 17 | Fidelity High Dividend ETF | 1.25M (1.01%) | 1.78K Increased by +0.14% | Mar 31, 25 |
| 18 | Carillon Scout Mid Cap I | 1.24M (1.01%) | -82.47K Decreased by -6.67% | Dec 31, 24 |
| 19 | Scout Mid Cap Equity | 1.24M (1.01%) | -82.47K Decreased by -6.67% | Dec 31, 24 |
| 20 | Nomura US High Interest Corp bond Fd MF | 1.23M (1.00%) | 0.00 Increased by 0.00% | Dec 9, 24 |