| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Bank of America Corp | 4.81M (0.21%) | -92.30K Decreased by -1.92% | Sep 30, 23 |
| 2 | FMR Inc | 3.43M (0.15%) | -46.44K Decreased by -1.35% | Sep 30, 23 |
| 3 | Morgan Stanley - Brokerage Accounts | 3.29M (0.15%) | -401.68K Decreased by -12.21% | Sep 30, 23 |
| 4 | ClearBridge Advisors, LLC | 2.38M (0.11%) | 10.27K Increased by +0.43% | Sep 30, 23 |
| 5 | Wells Fargo & Co | 2.32M (0.10%) | -24.88K Decreased by -1.07% | Sep 30, 23 |
| 6 | Charles Schwab Investment Management Inc | 2.02M (0.09%) | -14.95K Decreased by -0.74% | Sep 30, 23 |
| 7 | UBS Group AG | 1.93M (0.09%) | -75.88K Decreased by -3.93% | Sep 30, 23 |
| 8 | London Company of Virginia | 1.58M (0.07%) | -68.49K Decreased by -4.32% | Sep 30, 23 |
| 9 | Markel Group Inc | 1.35M (0.06%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Royal Bank of Canada | 1.19M (0.05%) | 27.85K Increased by +2.35% | Sep 30, 23 |
| 11 | Brown Brothers Harriman & Co | 1.11M (0.05%) | -25.22K Decreased by -2.27% | Sep 30, 23 |
| 12 | Massachusetts Financial Services Company | 1.08M (0.05%) | -15.71K Decreased by -1.45% | Sep 30, 23 |
| 13 | Confluence Investment Management LLC | 849.22K (0.04%) | -7.43K Decreased by -0.88% | Sep 30, 23 |
| 14 | Dimensional Fund Advisors, Inc. | 842.12K (0.04%) | 14.66K Increased by +1.74% | Sep 30, 23 |
| 15 | Fayez Sarofim & Company | 812.54K (0.04%) | 184.76K Increased by +22.74% | Sep 30, 23 |
| 16 | Jarislowsky Fraser Ltd | 722.67K (0.03%) | -2.84K Decreased by -0.39% | Sep 30, 23 |
| 17 | HS Management Partners, LLC | 706.21K (0.03%) | 98.82K Increased by +13.99% | Dec 31, 23 |
| 18 | Goldman Sachs Group Inc | 666.52K (0.03%) | 86.19K Increased by +12.93% | Sep 30, 23 |
| 19 | Gabelli Funds LLC | 579.58K (0.03%) | 25.00 Increased by +0.00% | Sep 30, 23 |
| 20 | Raymond James & Associates | 570.93K (0.03%) | 15.54K Increased by +2.72% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Bridge Builder Large Cap Value | 609.56K (0.03%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 2 | Confluence Equity Income | 481.29K (0.02%) | -11.26K Decreased by -2.34% | Sep 30, 23 |
| 3 | First Trust Value Line® Dividend ETF | 455.40K (0.02%) | 6.03K Increased by +1.32% | Dec 28, 23 |
| 4 | ClearBridge Aggressive Growth | 446.29K (0.02%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 5 | ClearBridge Aggressive Growth A | 446.29K (0.02%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Fidelity® Series Large Cap Stock | 372.20K (0.02%) | 10.60K Increased by +2.85% | Nov 30, 23 |
| 7 | MFS Large Cap Value CIT CL 5 | 333.50K (0.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | American Beacon The London Co Inc Eq R5 | 292.28K (0.01%) | -3.83K Decreased by -1.31% | Nov 30, 23 |
| 9 | Fidelity® Growth & Income | 267.61K (0.01%) | 19.00K Increased by +7.10% | Nov 30, 23 |
| 10 | DFA International Core Equity I | 257.11K (0.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Douglas C. Lane & Assoc. Core Equity | 231.85K (0.01%) | -6.56K Decreased by -2.83% | Sep 30, 23 |
| 12 | Strategic Advisers® Fidelity US TtlStk | 210.50K (0.01%) | 14.30K Increased by +6.79% | Nov 30, 23 |
| 13 | Gabelli Asset AAA | 196.85K (0.01%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Fisher All Foreign Equity Focused | 174.00K (0.01%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Fisher All Foreign Equity FocusedExChina | 174.00K (0.01%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Kovitz Core Equity | 171.86K (0.01%) | 47.18K Increased by +27.46% | Sep 30, 23 |
| 17 | Kovitz Core Equity ETF | 160.56K (0.01%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 18 | Confluence Large Cap Value | 144.83K (0.01%) | -2.01K Decreased by -1.39% | Sep 30, 23 |
| 19 | Gabelli Equity Trust | 144.00K (0.01%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Invesco International Div Achiev ETF | 135.28K (0.01%) | 0.00 Increased by 0.00% | Dec 29, 23 |