| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.47M (13.65%) | 436.31K Increased by +5.84% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 6.40M (11.71%) | 27.83K Increased by +0.43% | Sep 30, 23 |
| 3 | State Street Corporation | 3.15M (5.76%) | -2.69M Decreased by -85.45% | Sep 30, 23 |
| 4 | American Century Companies Inc | 2.81M (5.13%) | -94.50K Decreased by -3.37% | Sep 30, 23 |
| 5 | T. Rowe Price Investment Management,Inc. | 1.99M (3.64%) | -54.71K Decreased by -2.75% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 1.79M (3.28%) | 45.20K Increased by +2.52% | Sep 30, 23 |
| 7 | Wellington Management Company LLP | 1.50M (2.75%) | 43.68K Increased by +2.91% | Sep 30, 23 |
| 8 | Victory Capital Management Inc. | 1.45M (2.65%) | 146.11K Increased by +10.07% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 1.18M (2.16%) | 53.64K Increased by +4.54% | Sep 30, 23 |
| 10 | Goldman Sachs Group Inc | 1.09M (2.00%) | -252.00K Decreased by -23.09% | Sep 30, 23 |
| 11 | BTIM Corp | 1.01M (1.84%) | -6.74K Decreased by -0.67% | Sep 30, 23 |
| 12 | First Trust Advisors L.P. | 961.40K (1.76%) | 13.04K Increased by +1.36% | Sep 30, 23 |
| 13 | Silvercrest Asset Management Group LLC | 905.49K (1.66%) | -21.89K Decreased by -2.42% | Sep 30, 23 |
| 14 | Northern Trust Corp | 798.00K (1.46%) | 59.66K Increased by +7.48% | Sep 30, 23 |
| 15 | Schroder Investment Management Group | 770.73K (1.41%) | -66.68K Decreased by -8.65% | Sep 30, 23 |
| 16 | Dimensional Fund Advisors, Inc. | 769.88K (1.41%) | 66.80K Increased by +8.68% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 731.94K (1.34%) | -4.83K Decreased by -0.66% | Sep 30, 23 |
| 18 | Massachusetts Financial Services Company | 682.93K (1.25%) | 8.23K Increased by +1.20% | Sep 30, 23 |
| 19 | Charles Schwab Investment Management Inc | 629.96K (1.15%) | -1.63K Decreased by -0.26% | Sep 30, 23 |
| 20 | Energy Income Partners, LLC | 586.63K (1.07%) | 23.73K Increased by +4.04% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Century Equity Income Inv | 2.13M (3.90%) | -34.27K Decreased by -1.61% | Sep 30, 23 |
| 2 | American Century US Value Yield Eq Tr 2 | 2.13M (3.90%) | -34.27K Decreased by -1.61% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.74M (3.18%) | 2.73K Increased by +0.16% | Nov 30, 23 |
| 4 | iShares Core S&P Mid-Cap ETF | 1.68M (3.08%) | -305.00 Decreased by -0.02% | Dec 29, 23 |
| 5 | iShares Russell 2000 ETF | 1.48M (2.71%) | 9.42K Increased by +0.64% | Dec 29, 23 |
| 6 | Vanguard Small Cap Index | 1.44M (2.63%) | 6.89K Increased by +0.48% | Nov 30, 23 |
| 7 | Calvert US Small-Cap Strategy | 1.08M (1.98%) | 44.61K Increased by +4.13% | Sep 30, 23 |
| 8 | First Trust Value Line® Dividend ETF | 1.02M (1.87%) | -25.04K Decreased by -2.44% | Dec 28, 23 |
| 9 | Vanguard Small Cap Value Index Inv | 999.29K (1.83%) | 4.17K Increased by +0.42% | Nov 30, 23 |
| 10 | T. Rowe Price Small-Cap Value | 868.88K (1.59%) | -42.40K Decreased by -4.88% | Sep 30, 23 |
| 11 | SPDR® S&P Dividend ETF | 833.88K (1.52%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 784.02K (1.43%) | 12.60K Increased by +1.61% | Nov 30, 23 |
| 13 | Calvert Small-Cap A | 623.67K (1.14%) | -456.41K Decreased by -73.18% | Nov 30, 23 |
| 14 | Victory Small Cap Value CIT (Net 75) | 600.00K (1.10%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Victory Sycamore Small Company Opp R | 600.00K (1.10%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | DNP Select Income | 576.00K (1.05%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 17 | MFS New Discovery Value I | 548.62K (1.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Fidelity® Small Cap Index | 533.51K (0.98%) | 14.46K Increased by +2.71% | Oct 31, 23 |
| 19 | iShares Russell 2000 Value ETF | 528.96K (0.97%) | 984.00 Increased by +0.19% | Dec 29, 23 |
| 20 | ProShares S&P MidCap 400 Dividend Arst | 455.25K (0.83%) | 0.00 Increased by 0.00% | Dec 29, 23 |