| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 2.01M (0.98%) | -242.87K Decreased by -12.10% | Sep 30, 23 |
| 2 | Wellington Management Company LLP | 426.21K (0.21%) | -66.84K Decreased by -15.68% | Sep 30, 23 |
| 3 | Citigroup Inc | 336.10K (0.16%) | 75.48K Increased by +22.46% | Sep 30, 23 |
| 4 | DnB NOR Asset Management (Asia) | 210.87K (0.10%) | 611.00 Increased by +0.29% | Sep 30, 23 |
| 5 | Pictet Asset Manangement SA | 133.57K (0.07%) | 133.57K Increased by +100.00% | Sep 30, 23 |
| 6 | Polar Capital Holdings PLC | 126.36K (0.06%) | 126.36K Increased by +100.00% | Jun 30, 23 |
| 7 | Hudson Bay Capital Management LP | 66.89K (0.03%) | -38.68K Decreased by -57.83% | Sep 30, 23 |
| 8 | Burns Matteson Capital Management LLC | 9.51K (0.00%) | 9.51K Increased by +100.00% | Jun 30, 23 |
| 9 | JKO Asset Management Co., Ltd. | 1.50K (0.00%) | 1.50K Increased by +100.00% | Sep 30, 23 |
| 10 | Strategic Investment Solutions Inc | 882.00 (0.00%) | 868.00 Increased by +98.41% | Sep 30, 23 |
| 11 | West Paces Advisors Inc | 320.00 (0.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Fisher Asset Management, LLC | 57.00 (0.00%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 13 | Raleigh Capital Management Inc. | 15.00 (0.00%) | 15.00 Increased by +100.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Invesco QQQ Trust | 8.35M (4.09%) | 18.60K Increased by +0.22% | Dec 29, 23 |
| 2 | Lazard International Strategic Eq Instl | 2.32M (1.13%) | -106.99K Decreased by -4.62% | Sep 30, 23 |
| 3 | Lazard International Strategic Equity | 2.32M (1.13%) | -106.99K Decreased by -4.62% | Sep 30, 23 |
| 4 | Fidelity European Growth A-Dis-EUR | 2.19M (1.07%) | -182.00 Decreased by -0.01% | Nov 30, 23 |
| 5 | Fidelity® Series Value Discovery | 1.82M (0.89%) | 19.10K Increased by +1.05% | Nov 30, 23 |
| 6 | MFS Mid Cap Value Equity | 1.75M (0.85%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | MFS Mid Cap Value A | 1.74M (0.85%) | -3.41K Decreased by -0.20% | Nov 30, 23 |
| 8 | JHancock Disciplined Value I | 1.53M (0.75%) | -43.21K Decreased by -2.83% | Oct 31, 23 |
| 9 | CREF Stock R1 | 1.52M (0.75%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 10 | FMI International Investor | 1.39M (0.68%) | 1.39M Increased by +100.00% | Sep 30, 23 |
| 11 | Fiduciary Mgt of Milwaukee Intl Comp | 1.39M (0.68%) | 1.39M Increased by +100.00% | Sep 30, 23 |
| 12 | JHancock Disciplined Value Mid Cap I | 1.30M (0.64%) | -332.81K Decreased by -25.56% | Oct 31, 23 |
| 13 | iShares Core MSCI EAFE ETF | 1.18M (0.58%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 14 | Fidelity® Equity Dividend Income | 1.05M (0.51%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Robeco BP Global Premium Eqs B EUR | 1.05M (0.51%) | -39.96K Decreased by -3.82% | Nov 30, 23 |
| 16 | Strategic Advisers® Fidelity US TtlStk | 959.90K (0.47%) | 12.00K Increased by +1.25% | Nov 30, 23 |
| 17 | Vanguard International Value Inv | 937.29K (0.46%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Principal In Strat Eq Fd Cl 0 | 914.52K (0.45%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Vanguard High Dividend Yield ETF | 903.88K (0.44%) | -1.72K Decreased by -0.19% | Nov 30, 23 |
| 20 | EAFE Equity Index Fund F | 821.90K (0.40%) | 21.74K Increased by +2.65% | Dec 31, 23 |