| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.78M (11.57%) | 23.54K Increased by +0.62% | Sep 30, 24 |
| 2 | FMR Inc | 3.62M (11.08%) | 346.47K Increased by +9.56% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 3.62M (11.06%) | 52.13K Increased by +1.44% | Dec 31, 24 |
| 4 | Kayne Anderson Rudnick Investment Management LLC | 1.55M (4.73%) | 10.47K Increased by +0.68% | Sep 30, 24 |
| 5 | Charles Schwab Investment Management Inc | 1.37M (4.19%) | 118.71K Increased by +8.66% | Dec 31, 24 |
| 6 | State Street Corp | 1.17M (3.59%) | 65.85K Increased by +5.61% | Sep 30, 24 |
| 7 | State Street Corporation | 1.17M (3.57%) | -5.69K Decreased by -0.49% | Mar 31, 24 |
| 8 | Baillie Gifford & Co Limited. | 1.10M (3.36%) | -136.06K Decreased by -12.39% | Dec 31, 24 |
| 9 | JPMorgan Chase & Co | 928.12K (2.84%) | 83.69K Increased by +9.02% | Sep 30, 24 |
| 10 | Blair William & Co | 785.04K (2.40%) | -16.11K Decreased by -2.05% | Sep 30, 24 |
| 11 | Geode Capital Management, LLC | 704.33K (2.15%) | 63.25K Increased by +8.98% | Sep 30, 24 |
| 12 | Capital World Investors | 639.02K (1.95%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | Neuberger Berman Group LLC | 597.35K (1.83%) | -1.89K Decreased by -0.32% | Sep 30, 24 |
| 14 | Morgan Stanley - Brokerage Accounts | 593.73K (1.81%) | -650.33K Decreased by -109.53% | Sep 30, 24 |
| 15 | Markel Group Inc | 590.50K (1.80%) | 8.00K Increased by +1.35% | Dec 31, 24 |
| 16 | Goldman Sachs Group Inc | 510.12K (1.56%) | 283.11K Increased by +55.50% | Dec 31, 23 |
| 17 | Citadel Advisors Llc | 492.20K (1.50%) | 425.10K Increased by +86.37% | Sep 30, 23 |
| 18 | Amvescap Plc. | 476.35K (1.46%) | 104.71K Increased by +21.98% | Mar 31, 24 |
| 19 | Wells Fargo & Co | 473.94K (1.45%) | -14.18K Decreased by -2.99% | Sep 30, 24 |
| 20 | Balyasny Asset Management LLC | 448.36K (1.37%) | 448.36K Increased by +100.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.14M (3.47%) | -296.00 Decreased by -0.03% | Jan 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.09M (3.34%) | 954.00 Increased by +0.09% | Dec 31, 24 |
| 3 | Schwab US Dividend Equity ETF™ | 898.70K (2.75%) | 882.00 Increased by +0.10% | Jan 31, 25 |
| 4 | Vanguard Small Cap Index | 886.95K (2.71%) | 9.21K Increased by +1.04% | Dec 31, 24 |
| 5 | Fidelity Magellan | 833.60K (2.55%) | -4.20K Decreased by -0.50% | Dec 31, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 526.35K (1.61%) | 5.79K Increased by +1.10% | Dec 31, 24 |
| 7 | Vanguard Small Cap Growth Index Inv | 502.51K (1.54%) | 19.59K Increased by +3.90% | Dec 31, 24 |
| 8 | American Funds Income Fund of Amer A | 439.02K (1.34%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Baillie Gifford US Equity Growth | 428.67K (1.31%) | -11.79K Decreased by -2.75% | Dec 31, 24 |
| 10 | Vanguard US Growth Investor | 428.67K (1.31%) | -40.34K Decreased by -9.41% | Dec 31, 24 |
| 11 | iShares Select Dividend ETF | 322.94K (0.99%) | -327.00 Decreased by -0.10% | Jan 31, 25 |
| 12 | SPDR® S&P MIDCAP 400 ETF Trust | 290.40K (0.89%) | 8.32K Increased by +2.87% | Dec 31, 24 |
| 13 | Neuberger Berman Genesis Inv | 286.78K (0.88%) | 0.00 Increased by 0.00% | Dec 31, 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 (0.66%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 209.58K (0.64%) | 1.20K Increased by +0.57% | Jan 31, 25 |
| 18 | Fidelity® Growth & Income | 208.99K (0.64%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Vanguard Dividend Appreciation ETF | 208.09K (0.64%) | 3.46K Increased by +1.66% | Dec 31, 24 |
| 20 | Baillie Gifford American B Inc | 202.00K (0.62%) | 3.68K Increased by +1.82% | Dec 31, 24 |