| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.36M (18.16%) | -206.39K Decreased by -2.80% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 6.64M (16.39%) | 8.59K Increased by +0.13% | Sep 30, 23 |
| 3 | State Street Corporation | 3.18M (7.85%) | -138.62K Decreased by -4.36% | Sep 30, 23 |
| 4 | Bank of New York Mellon Corp | 996.96K (2.46%) | -74.38K Decreased by -7.46% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 944.63K (2.33%) | 30.16K Increased by +3.19% | Sep 30, 23 |
| 6 | Charles Schwab Investment Management Inc | 645.02K (1.59%) | 28.34K Increased by +4.39% | Sep 30, 23 |
| 7 | Northern Trust Corp | 601.08K (1.48%) | -40.88K Decreased by -6.80% | Sep 30, 23 |
| 8 | Dimensional Fund Advisors, Inc. | 574.14K (1.42%) | -3.45K Decreased by -0.60% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 534.28K (1.32%) | -37.26K Decreased by -6.97% | Sep 30, 23 |
| 10 | Advisors Capital Management, LLC | 416.76K (1.03%) | 15.31K Increased by +3.67% | Sep 30, 23 |
| 11 | Legal & General Group PLC | 377.34K (0.93%) | 6.83K Increased by +1.81% | Sep 30, 23 |
| 12 | UBS Asset Mgmt Americas Inc | 332.37K (0.82%) | -4.67K Decreased by -1.40% | Sep 30, 23 |
| 13 | Mirae Asset Global Investments (Korea) Co Ltd | 272.90K (0.67%) | -4.19K Decreased by -1.54% | Sep 30, 23 |
| 14 | Amvescap Plc. | 245.63K (0.61%) | -18.74K Decreased by -7.63% | Sep 30, 23 |
| 15 | Principal Financial Group Inc | 223.45K (0.55%) | -11.97K Decreased by -5.36% | Sep 30, 23 |
| 16 | JPMorgan Chase & Co | 206.90K (0.51%) | -4.26K Decreased by -2.06% | Sep 30, 23 |
| 17 | Abrdn Inc | 182.29K (0.45%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 18 | UBS O'Connor LLC | 147.74K (0.36%) | 58.13K Increased by +39.34% | Sep 30, 23 |
| 19 | Rhumbline Advisers | 137.63K (0.34%) | 773.00 Increased by +0.56% | Sep 30, 23 |
| 20 | Goldman Sachs Group Inc | 136.25K (0.34%) | 20.25K Increased by +14.86% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.77M (6.84%) | 1.26K Increased by +0.05% | Dec 29, 23 |
| 2 | Vanguard Real Estate Index Investor | 1.67M (4.13%) | -31.23K Decreased by -1.86% | Nov 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.32M (3.27%) | 3.33K Increased by +0.25% | Nov 30, 23 |
| 4 | iShares Russell 2000 ETF | 1.10M (2.72%) | 7.01K Increased by +0.64% | Dec 29, 23 |
| 5 | Vanguard Small Cap Index | 1.07M (2.64%) | 3.27K Increased by +0.30% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 743.58K (1.83%) | -1.16K Decreased by -0.16% | Nov 30, 23 |
| 7 | SPDR® S&P Global Div Aristocrats ETF | 734.14K (1.81%) | 46.41K Increased by +6.32% | Dec 31, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 588.99K (1.45%) | 6.30K Increased by +1.07% | Nov 30, 23 |
| 9 | TMA Global Health Care REIT Mother Fund | 516.97K (1.28%) | 91.35K Increased by +17.67% | Apr 18, 23 |
| 10 | Fidelity® Small Cap Index | 405.07K (1.00%) | 10.08K Increased by +2.49% | Oct 31, 23 |
| 11 | iShares Russell 2000 Value ETF | 391.47K (0.97%) | 729.00 Increased by +0.19% | Dec 29, 23 |
| 12 | Vanguard Tax-Managed Small Cap Adm | 359.51K (0.89%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | SPDR® Portfolio S&P 600 Sm Cap ETF | 352.30K (0.87%) | 1.60K Increased by +0.45% | Dec 29, 23 |
| 14 | iShares S&P Small-Cap 600 Value ETF | 331.96K (0.82%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 15 | iShares S&P Small-Cap 600 Growth ETF | 273.27K (0.67%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Vanguard Real Estate II Index | 261.17K (0.64%) | -1.93K Decreased by -0.74% | Nov 30, 23 |
| 17 | Global X SuperDividend® REIT ETF | 260.44K (0.64%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 18 | DFA Real Estate Securities I | 247.30K (0.61%) | -4.60K Decreased by -1.86% | Nov 30, 23 |
| 19 | State St Russell Sm/Mid Cp® Indx NL Cl C | 246.96K (0.61%) | 14.50K Increased by +5.87% | Dec 31, 23 |
| 20 | Fidelity® Extended Market Index | 224.34K (0.55%) | 0.00 Increased by 0.00% | Nov 30, 23 |