| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.65M (8.86%) | -57.30K Decreased by -1.23% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 2.63M (5.02%) | -115.65K Decreased by -4.39% | Sep 30, 23 |
| 3 | State Street Corporation | 1.22M (2.33%) | 2.22K Increased by +0.18% | Sep 30, 23 |
| 4 | Geode Capital Management, LLC | 1.12M (2.14%) | 33.66K Increased by +3.00% | Sep 30, 23 |
| 5 | Millennium Management LLC | 1.06M (2.02%) | 100.12K Increased by +9.44% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 1.02M (1.95%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Mirae Asset Global Investments (Korea) Co Ltd | 752.44K (1.44%) | -25.88K Decreased by -3.44% | Sep 30, 23 |
| 8 | Arete Wealth Advisors, LLC | 620.37K (1.18%) | 992.00 Increased by +0.16% | Sep 30, 23 |
| 9 | Smith Graham & Co Inv Adv, L.P.** | 610.38K (1.16%) | -5.63K Decreased by -0.92% | Sep 30, 23 |
| 10 | Northern Trust Corp | 529.89K (1.01%) | 29.49K Increased by +5.56% | Sep 30, 23 |
| 11 | Relative Value Partners Group LLC | 409.61K (0.78%) | 5.05K Increased by +1.23% | Sep 30, 23 |
| 12 | Van Eck Associates Corporation | 384.96K (0.73%) | 20.09K Increased by +5.22% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 298.56K (0.57%) | -931.00 Decreased by -0.31% | Sep 30, 23 |
| 14 | AXS Investments LLC | 259.91K (0.50%) | 259.91K Increased by +100.00% | Sep 30, 23 |
| 15 | Greenwich Investment Management Inc | 248.09K (0.47%) | -10.09K Decreased by -4.07% | Sep 30, 23 |
| 16 | Balyasny Asset Management LLC | 234.78K (0.45%) | 156.67K Increased by +66.73% | Sep 30, 23 |
| 17 | Bank of America Corp | 193.10K (0.37%) | 21.71K Increased by +11.24% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 191.04K (0.36%) | -730.00 Decreased by -0.38% | Sep 30, 23 |
| 19 | Merrion Investment Management Co, LLC | 182.38K (0.35%) | -15.70K Decreased by -8.61% | Sep 30, 23 |
| 20 | Bi Asset Management Fondsmaeglerselskab A/S | 153.33K (0.29%) | 37.11K Increased by +24.20% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.52M (2.90%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | iShares Russell 2000 ETF | 1.50M (2.86%) | 9.55K Increased by +0.64% | Dec 29, 23 |
| 3 | Invesco KBW High Dividend Yld Fincl ETF | 991.39K (1.89%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 746.98K (1.42%) | 47.35K Increased by +6.34% | Nov 30, 23 |
| 5 | iShares Mortgage Real Estate Capped ETF | 646.77K (1.23%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 6 | Global X SuperDividend™ ETF | 642.74K (1.23%) | -11.81K Decreased by -1.84% | Dec 29, 23 |
| 7 | Fidelity® Small Cap Index | 524.99K (1.00%) | 13.02K Increased by +2.48% | Oct 31, 23 |
| 8 | iShares Russell 2000 Value ETF | 516.83K (0.99%) | 963.00 Increased by +0.19% | Dec 29, 23 |
| 9 | VanEck Mortgage REIT Income ETF | 384.39K (0.73%) | 3.51K Increased by +0.91% | Dec 30, 23 |
| 10 | State St Russell Sm/Mid Cp® Indx NL Cl C | 314.33K (0.60%) | 27.80K Increased by +8.84% | Dec 31, 23 |
| 11 | Fidelity® Extended Market Index | 300.39K (0.57%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | AXS Real Estate Income ETF | 237.05K (0.45%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 13 | State St Russell Sm Cap® Indx SL Cl I | 193.41K (0.37%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 14 | Vanguard Russell 2000 ETF | 159.80K (0.30%) | 3.53K Increased by +2.21% | Nov 30, 23 |
| 15 | NT R2000 Value Index Fund - NL | 151.46K (0.29%) | 3.58K Increased by +2.37% | Sep 30, 23 |
| 16 | NT R2000 Index Fund - NL | 150.19K (0.29%) | 3.21K Increased by +2.14% | Sep 30, 23 |
| 17 | BlackRock Extended Mkt Composite | 132.29K (0.25%) | 14.88K Increased by +11.25% | Sep 30, 23 |
| 18 | AAM Core Plus | 130.47K (0.25%) | -660.00 Decreased by -0.51% | Dec 31, 23 |
| 19 | Invesco FTSE RAFI US 1500 Small-Mid ETF | 123.00K (0.23%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | Schwab Small Cap Index | 120.46K (0.23%) | 0.00 Increased by 0.00% | Nov 30, 23 |