| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.78M (11.66%) | 23.54K Increased by +0.62% | Sep 30, 24 |
| 2 | FMR Inc | 3.62M (11.17%) | 346.47K Increased by +9.56% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 3.57M (10.99%) | 83.36K Increased by +2.34% | Sep 30, 24 |
| 4 | Kayne Anderson Rudnick Investment Management LLC | 1.55M (4.77%) | 10.47K Increased by +0.68% | Sep 30, 24 |
| 5 | Charles Schwab Investment Management Inc | 1.25M (3.86%) | 62.04K Increased by +4.95% | Sep 30, 24 |
| 6 | Baillie Gifford & Co Limited. | 1.23M (3.80%) | -185.70K Decreased by -15.05% | Sep 30, 24 |
| 7 | State Street Corp | 1.17M (3.62%) | 65.85K Increased by +5.61% | Sep 30, 24 |
| 8 | State Street Corporation | 1.17M (3.60%) | -5.69K Decreased by -0.49% | Mar 31, 24 |
| 9 | Blair William & Co | 785.04K (2.42%) | -16.11K Decreased by -2.05% | Sep 30, 24 |
| 10 | Geode Capital Management, LLC | 704.33K (2.17%) | 63.25K Increased by +8.98% | Sep 30, 24 |
| 11 | Capital World Investors | 639.02K (1.97%) | -100.00K Decreased by -15.65% | Sep 30, 24 |
| 12 | Neuberger Berman Group LLC | 597.35K (1.84%) | -1.89K Decreased by -0.32% | Sep 30, 24 |
| 13 | Morgan Stanley - Brokerage Accounts | 593.73K (1.83%) | -650.33K Decreased by -109.53% | Sep 30, 24 |
| 14 | Markel Group Inc | 582.50K (1.80%) | 11.25K Increased by +1.93% | Sep 30, 24 |
| 15 | Goldman Sachs Group Inc | 510.12K (1.57%) | 283.11K Increased by +55.50% | Dec 31, 23 |
| 16 | Citadel Advisors Llc | 492.20K (1.52%) | 425.10K Increased by +86.37% | Sep 30, 23 |
| 17 | Amvescap Plc. | 476.35K (1.47%) | 104.71K Increased by +21.98% | Mar 31, 24 |
| 18 | Wells Fargo & Co | 473.94K (1.46%) | -14.18K Decreased by -2.99% | Sep 30, 24 |
| 19 | JPMorgan Chase & Co | 464.06K (1.43%) | 41.84K Increased by +9.02% | Sep 30, 24 |
| 20 | Wellington Management Company LLP | 450.21K (1.39%) | -73.74K Decreased by -16.38% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.13M (3.50%) | 3.74K Increased by +0.33% | Dec 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.09M (3.37%) | -3.22K Decreased by -0.29% | Nov 30, 24 |
| 3 | Schwab US Dividend Equity ETF™ | 884.19K (2.72%) | 918.00 Increased by +0.10% | Dec 31, 24 |
| 4 | Vanguard Small Cap Index | 877.74K (2.71%) | 5.10K Increased by +0.58% | Nov 30, 24 |
| 5 | Fidelity Magellan | 837.80K (2.58%) | -2.30K Decreased by -0.27% | Nov 30, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 520.56K (1.60%) | 8.74K Increased by +1.68% | Nov 30, 24 |
| 7 | Vanguard Small Cap Growth Index Inv | 482.92K (1.49%) | 3.75K Increased by +0.78% | Nov 30, 24 |
| 8 | Vanguard US Growth Investor | 469.01K (1.45%) | 12.80K Increased by +2.73% | Sep 30, 24 |
| 9 | Baillie Gifford US Equity Growth | 440.46K (1.36%) | -17.92K Decreased by -4.07% | Nov 30, 24 |
| 10 | American Funds Income Fund of Amer A | 439.02K (1.35%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | iShares Select Dividend ETF | 330.48K (1.02%) | 854.00 Increased by +0.26% | Dec 31, 24 |
| 12 | Neuberger Berman Genesis Inv | 286.78K (0.88%) | -1.36K Decreased by -0.47% | Sep 30, 24 |
| 13 | SPDR® S&P MIDCAP 400 ETF Trust | 282.07K (0.87%) | 8.44K Increased by +2.99% | Nov 30, 24 |
| 14 | Invesco S&P MidCap Quality ETF | 235.15K (0.72%) | 988.00 Increased by +0.42% | Apr 30, 24 |
| 15 | Caledonia Investments Ord | 225.43K (0.69%) | 201.55K Increased by +89.41% | Mar 31, 24 |
| 16 | iShares S&P Mid-Cap 400 Growth ETF | 216.33K (0.67%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 17 | Fidelity® Growth & Income | 208.99K (0.64%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | State St Russell Sm/Mid Cp® Indx NL Cl C | 208.38K (0.64%) | -1.01K Decreased by -0.49% | Dec 31, 24 |
| 19 | Vanguard Dividend Appreciation ETF | 204.63K (0.63%) | 704.00 Increased by +0.34% | Nov 30, 24 |
| 20 | American Funds SMALLCAP World A | 200.00K (0.62%) | -100.00K Decreased by -50.00% | Sep 30, 24 |