| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 2.20M (0.50%) | 17.11K Increased by +0.78% | Sep 30, 23 |
| 2 | Goldman Sachs Group Inc | 990.98K (0.23%) | 13.22K Increased by +1.33% | Sep 30, 23 |
| 3 | BlackRock Inc | 783.84K (0.18%) | 9.10K Increased by +1.16% | Sep 30, 23 |
| 4 | Bank of America Corp | 641.62K (0.15%) | -559.09K Decreased by -87.14% | Sep 30, 23 |
| 5 | Northern Trust Corp | 205.57K (0.05%) | -9.21K Decreased by -4.48% | Sep 30, 23 |
| 6 | Renaissance Technologies Corp | 205.23K (0.05%) | 23.00K Increased by +11.21% | Sep 30, 23 |
| 7 | FMR Inc | 119.21K (0.03%) | 3.93K Increased by +3.30% | Sep 30, 23 |
| 8 | Acadian Asset Management LLC | 116.57K (0.03%) | 114.45K Increased by +98.18% | Sep 30, 23 |
| 9 | Dimensional Fund Advisors, Inc. | 68.59K (0.02%) | 454.00 Increased by +0.66% | Sep 30, 23 |
| 10 | Creative Planning Inc | 51.06K (0.01%) | 4.61K Increased by +9.03% | Sep 30, 23 |
| 11 | Citadel Advisors Llc | 50.84K (0.01%) | 11.33K Increased by +22.29% | Sep 30, 23 |
| 12 | Ethic Inc. | 49.34K (0.01%) | 21.58K Increased by +43.74% | Sep 30, 23 |
| 13 | Millennium Management LLC | 37.88K (0.01%) | 19.38K Increased by +51.15% | Sep 30, 23 |
| 14 | James Investment Research, Inc. | 37.06K (0.01%) | 344.00 Increased by +0.93% | Sep 30, 23 |
| 15 | JustInvest LLC | 36.35K (0.01%) | 3.23K Increased by +8.87% | Sep 30, 23 |
| 16 | Crossmark Global Holdings, Inc. | 36.20K (0.01%) | 6.38K Increased by +17.63% | Sep 30, 23 |
| 17 | Mariner Wealth Advisors, LLC | 35.48K (0.01%) | 612.00 Increased by +1.72% | Sep 30, 23 |
| 18 | Wetherby Asset Management Inc | 34.31K (0.01%) | -328.00 Decreased by -0.96% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 31.56K (0.01%) | -1.30K Decreased by -4.13% | Sep 30, 23 |
| 20 | New York State Common Retirement Fund | 30.10K (0.01%) | 23.52K Increased by +78.15% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | UBS Personalized ISE | 60.20K (0.01%) | 60.20K Increased by +100.00% | Sep 30, 23 |
| 2 | UBS: Global Ex-US Sustainable Equity SMA | 60.20K (0.01%) | 60.20K Increased by +100.00% | Sep 30, 23 |
| 3 | Dimensional SMA Global ex US Large Core | 39.96K (0.01%) | 39.96K Increased by +100.00% | Sep 30, 23 |
| 4 | DFA International Core Equity I | 38.44K (0.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | RCCF Old Mutual Multi-Style GlblEq C Hyb | 32.24K (0.01%) | 142.00 Increased by +0.44% | Dec 31, 23 |
| 6 | ActivePassive International Equity ETF | 28.82K (0.01%) | 101.00 Increased by +0.35% | Dec 29, 23 |
| 7 | ACATIS Global Value Total Return | 25.93K (0.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Commonwealth Real Estate Securities | 25.00K (0.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Steward International Enhanced Index I | 16.20K (0.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Dimensional SMA Global Large Core | 15.08K (0.00%) | 15.08K Increased by +100.00% | Sep 30, 23 |
| 11 | Yorktown Growth L | 12.30K (0.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Advisory Research U.S. Mid Cap Growth | 11.00K (0.00%) | 10.47K Increased by +95.17% | Sep 30, 23 |
| 13 | R3 Global Dividend Growth ETF | 9.60K (0.00%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 14 | BIB Nachhaltigkeit Aktien Global | 7.62K (0.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | James Aggressive Allocation | 6.80K (0.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Commonwealth Global | 6.50K (0.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Comerica Foreign Equity CIT - Inst Class | 6.29K (0.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Dimensional World ex US Core Eq 2 ETF | 6.18K (0.00%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | RCCF Old Mutual Opps Glbl Eq A Hyb | 6.16K (0.00%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | DFA International Core Equity Class F | 5.50K (0.00%) | 0.00 Increased by 0.00% | Oct 31, 23 |