| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Allianz Asset Management AG | 22.56M (15.96%) | -92.42K Decreased by -0.41% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 8.43M (5.96%) | 36.23K Increased by +0.43% | Sep 30, 23 |
| 3 | Douglas Lane & Associates, LLC | 8.27M (5.85%) | 2.59M Increased by +31.26% | Sep 30, 23 |
| 4 | BlackRock Inc | 8.17M (5.78%) | -672.63K Decreased by -8.23% | Sep 30, 23 |
| 5 | Oak Hill Advisors LP | 3.88M (2.74%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Charles Schwab Investment Management Inc | 3.57M (2.52%) | 322.80K Increased by +9.05% | Sep 30, 23 |
| 7 | State Street Corporation | 2.37M (1.68%) | -61.22K Decreased by -2.58% | Sep 30, 23 |
| 8 | Invesco Senior Secured Management Inc | 2.20M (1.55%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 2.16M (1.52%) | 47.03K Increased by +2.18% | Sep 30, 23 |
| 10 | JPMorgan Chase & Co | 1.95M (1.38%) | -48.42K Decreased by -2.49% | Sep 30, 23 |
| 11 | Millennium Management LLC | 1.80M (1.27%) | -119.00K Decreased by -6.63% | Sep 30, 23 |
| 12 | Federated Hermes Inc | 1.65M (1.17%) | -153.44K Decreased by -9.28% | Sep 30, 23 |
| 13 | Bridgeway Capital Management, LLC | 1.63M (1.15%) | 391.03K Increased by +24.00% | Sep 30, 23 |
| 14 | Loomis, Sayles & Company LP | 1.50M (1.06%) | -50.42K Decreased by -3.37% | Sep 30, 23 |
| 15 | Citadel Advisors Llc | 1.40M (0.99%) | 1.28M Increased by +91.91% | Sep 30, 23 |
| 16 | Apollo Management Holdings, L.P. | 1.34M (0.95%) | -310.00K Decreased by -23.13% | Sep 30, 23 |
| 17 | Goldman Sachs Group Inc | 1.10M (0.78%) | -1.02M Decreased by -93.32% | Sep 30, 23 |
| 18 | Northern Trust Corp | 966.21K (0.68%) | 710.00 Increased by +0.07% | Sep 30, 23 |
| 19 | AllianceBernstein L.P. | 890.98K (0.63%) | -14.21K Decreased by -1.60% | Sep 30, 23 |
| 20 | Two Sigma Investments LLC | 877.82K (0.62%) | 561.98K Increased by +64.02% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | PIMCO Income Instl | 9.03M (6.38%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | PIMCO GIS Income Institutional USD Acc | 6.33M (4.48%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | Douglas C. Lane & Assoc. Core Equity | 4.05M (2.87%) | 1.25M Increased by +30.75% | Sep 30, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 3.27M (2.31%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | iShares Russell 2000 ETF | 2.74M (1.94%) | 17.46K Increased by +0.64% | Dec 29, 23 |
| 6 | Schwab Fundamental US Small Company ETF | 2.56M (1.81%) | 1.83K Increased by +0.07% | Dec 30, 23 |
| 7 | PIMCO Dynamic Income | 2.02M (1.43%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.55M (1.09%) | 3.67K Increased by +0.24% | Nov 30, 23 |
| 9 | Bridgeway Small Cap Value | 1.49M (1.06%) | 381.39K Increased by +25.54% | Sep 30, 23 |
| 10 | Bridgeway Small-Cap Value | 1.49M (1.06%) | 381.39K Increased by +25.54% | Sep 30, 23 |
| 11 | PIMCO Monthly Income F | 1.43M (1.01%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Vanguard Small Cap Index | 1.33M (0.94%) | 4.18K Increased by +0.31% | Nov 30, 23 |
| 13 | iShares Russell 2000 Value ETF | 1.02M (0.72%) | 1.90K Increased by +0.19% | Dec 29, 23 |
| 14 | Federated Hermes MDT SCC Institutional | 1.01M (0.71%) | -99.44K Decreased by -9.89% | Sep 30, 23 |
| 15 | Federated Hermes MDT Small Cap Core IS | 1.01M (0.71%) | -99.44K Decreased by -9.89% | Sep 30, 23 |
| 16 | Fidelity® Small Cap Index | 977.81K (0.69%) | 16.86K Increased by +1.72% | Oct 31, 23 |
| 17 | Vanguard Small Cap Value Index Inv | 933.92K (0.66%) | -1.48K Decreased by -0.16% | Nov 30, 23 |
| 18 | Loomis Sayles Bond Instl | 705.78K (0.50%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | State St Russell Sm/Mid Cp® Indx NL Cl C | 627.91K (0.44%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | Fidelity® Extended Market Index | 563.15K (0.40%) | 0.00 Increased by 0.00% | Nov 30, 23 |