| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 10.11M (17.34%) | -201.60K Decreased by -1.99% | Sep 30, 23 |
| 2 | Kohlberg Kravis Roberts & Co LP | 10.00M (17.15%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 5.77M (9.89%) | 5.29K Increased by +0.09% | Sep 30, 23 |
| 4 | Nan Shan Life Insurance Company, Ltd. | 3.36M (5.77%) | -137.20K Decreased by -4.08% | Sep 30, 23 |
| 5 | State Street Corporation | 2.28M (3.92%) | 58.85K Increased by +2.58% | Sep 30, 23 |
| 6 | Mirae Asset Global Investments (Korea) Co Ltd | 2.08M (3.56%) | -37.99K Decreased by -1.83% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 1.24M (2.13%) | 42.98K Increased by +3.46% | Sep 30, 23 |
| 8 | Balyasny Asset Management LLC | 1.11M (1.90%) | -213.68K Decreased by -19.26% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 1.09M (1.88%) | 31.18K Increased by +2.85% | Sep 30, 23 |
| 10 | Stephens Inc | 744.42K (1.28%) | -192.35K Decreased by -25.84% | Sep 30, 23 |
| 11 | Charles Schwab Investment Management Inc | 699.85K (1.20%) | 110.00K Increased by +15.72% | Sep 30, 23 |
| 12 | JPMorgan Chase & Co | 660.92K (1.13%) | 2.00K Increased by +0.30% | Sep 30, 23 |
| 13 | Goldman Sachs Group Inc | 616.13K (1.06%) | -150.55K Decreased by -24.43% | Sep 30, 23 |
| 14 | Northern Trust Corp | 599.93K (1.03%) | -3.07K Decreased by -0.51% | Sep 30, 23 |
| 15 | Allianz Asset Management AG | 526.11K (0.90%) | -759.49K Decreased by -144.36% | Sep 30, 23 |
| 16 | ING Investment Management LLC | 478.32K (0.82%) | 87.45K Increased by +18.28% | Sep 30, 23 |
| 17 | NICOLA WEALTH MANAGEMENT LTD. | 453.00K (0.78%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 433.98K (0.74%) | -29.72K Decreased by -6.85% | Sep 30, 23 |
| 19 | Amvescap Plc. | 323.98K (0.56%) | 49.68K Increased by +15.34% | Sep 30, 23 |
| 20 | Principal Financial Group Inc | 313.01K (0.54%) | -16.82K Decreased by -5.37% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.91M (6.71%) | 1.78K Increased by +0.05% | Dec 29, 23 |
| 2 | iShares Russell 2000 ETF | 1.59M (2.73%) | 10.15K Increased by +0.64% | Dec 29, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.45M (2.49%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Vanguard Small Cap Index | 1.25M (2.14%) | 3.85K Increased by +0.31% | Nov 30, 23 |
| 5 | Global X SuperDividend™ US ETF | 891.82K (1.53%) | -7.50K Decreased by -0.84% | Dec 29, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 874.83K (1.50%) | 10.97K Increased by +1.25% | Nov 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 854.02K (1.46%) | 1.71K Increased by +0.20% | Nov 30, 23 |
| 8 | Invesco KBW High Dividend Yld Fincl ETF | 827.09K (1.42%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 9 | iShares S&P Small-Cap 600 Value ETF | 818.84K (1.40%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 10 | iShares Mortgage Real Estate Capped ETF | 728.29K (1.25%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 11 | Fidelity® Small Cap Index | 615.62K (1.06%) | 45.59K Increased by +7.41% | Oct 31, 23 |
| 12 | iShares Russell 2000 Value ETF | 563.46K (0.97%) | 1.05K Increased by +0.19% | Dec 29, 23 |
| 13 | Global X SuperDividend® REIT ETF | 533.67K (0.92%) | -3.67K Decreased by -0.69% | Dec 29, 23 |
| 14 | Vanguard Tax-Managed Small Cap Adm | 507.12K (0.87%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 504.24K (0.86%) | 2.25K Increased by +0.45% | Dec 29, 23 |
| 16 | Global X SuperDividend™ ETF | 488.07K (0.84%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | PIMCO Dynamic Income Opportunities Fund | 442.83K (0.76%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | SPDR® S&P 600 Small Cap Value ETF | 406.97K (0.70%) | 1.28K Increased by +0.31% | Dec 31, 23 |
| 19 | State St Russell Sm/Mid Cp® Indx NL Cl C | 351.17K (0.60%) | 15.90K Increased by +4.53% | Dec 31, 23 |
| 20 | Fidelity® Extended Market Index | 348.35K (0.60%) | 0.00 Increased by 0.00% | Nov 30, 23 |