| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Loews Corp | 248.41M (1.20 K%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 2 | AQR Capital Management LLC | 2.78M (13.50%) | 354.08K Increased by +12.72% | Dec 31, 25 |
| 3 | First Trust Advisors L.P. | 1.56M (7.57%) | 376.75K Increased by +24.14% | Dec 31, 25 |
| 4 | BlackRock Inc | 1.55M (7.54%) | -145.48K Decreased by -9.36% | Sep 30, 25 |
| 5 | JPMorgan Chase & Co | 1.52M (7.37%) | 41.38K Increased by +2.72% | Mar 31, 24 |
| 6 | Bank of New York Mellon Corp | 1.20M (5.80%) | -303.53K Decreased by -25.37% | Sep 30, 25 |
| 7 | Charles Schwab Investment Management Inc | 890.95K (4.32%) | 2.35K Increased by +0.26% | Dec 31, 25 |
| 8 | LSV Asset Management | 870.39K (4.22%) | -87.92K Decreased by -10.10% | Jun 30, 25 |
| 9 | River Road Asset Management, LLC | 843.72K (4.09%) | -20.10K Decreased by -2.38% | Dec 31, 25 |
| 10 | Barnes, Bonner, Castles | 720.16K (3.49%) | 18.28K Increased by +2.54% | Dec 31, 25 |
| 11 | Northern Trust Corp | 696.41K (3.38%) | 378.60K Increased by +54.37% | Jun 30, 25 |
| 12 | UBS Group AG | 689.47K (3.34%) | 285.85K Increased by +41.46% | Sep 30, 25 |
| 13 | Millennium Management LLC | 616.85K (2.99%) | 11.88K Increased by +1.93% | Dec 31, 25 |
| 14 | Vanguard Group Inc | 578.00K (2.80%) | 31.46K Increased by +5.44% | Dec 31, 25 |
| 15 | Two Sigma Investments LLC | 537.55K (2.61%) | 111.77K Increased by +20.79% | Dec 31, 25 |
| 16 | Donald Smith & Co Inc | 517.78K (2.51%) | -1.13K Decreased by -0.22% | Dec 31, 24 |
| 17 | State Street Corp | 517.22K (2.51%) | 117.65K Increased by +22.75% | Sep 30, 25 |
| 18 | Rhumbline Advisers | 495.86K (2.40%) | 422.74K Increased by +85.25% | Jun 30, 25 |
| 19 | Jacobs Levy Equity Management, Inc. | 495.60K (2.40%) | -160.46K Decreased by -32.38% | Dec 31, 25 |
| 20 | Torray Investment Partners LLC | 493.40K (2.39%) | -9.21K Decreased by -1.87% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | WisdomTree US MidCap Dividend ETF | 903.83K (4.38%) | -631.00 Decreased by -0.07% | Aug 29, 25 |
| 2 | JPM US Value Advantage-MA | 803.10K (3.89%) | 774.72K Increased by +96.47% | Sep 30, 23 |
| 3 | First Trust Value Line® Dividend ETF | 784.19K (3.80%) | -1.13K Decreased by -0.14% | Feb 26, 26 |
| 4 | Schwab US Dividend Equity ETF™ | 668.14K (3.24%) | 1.20K Increased by +0.18% | Feb 28, 26 |
| 5 | JPMorgan Value Advantage L | 655.33K (3.18%) | -271.10K Decreased by -41.37% | Aug 31, 24 |
| 6 | Donald Smith & Co. All Eq Accounts Comp | 513.25K (2.49%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | Donald Smith & Co. Md-Cap Val Eq | 513.25K (2.49%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | Vanguard Selected Value Inv | 513.25K (2.49%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | First Trust SMID Cp Rising Div Achv ETF | 451.59K (2.19%) | 264.00 Increased by +0.06% | Feb 26, 26 |
| 10 | First Trust Financials AlphaDEX® ETF | 395.18K (1.92%) | -11.48K Decreased by -2.90% | Feb 26, 26 |
| 11 | Torray Equity Income Fund | 375.00K (1.82%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 12 | Torray Fund | 331.00K (1.61%) | 331.00K Increased by +100.00% | Jun 30, 25 |
| 13 | BlackRock Global Equity Mkt Netrl Instl | 247.61K (1.20%) | 20.54K Increased by +8.30% | Jun 30, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 234.19K (1.14%) | 4.88K Increased by +2.08% | Feb 28, 26 |
| 15 | AQR Long-Short Equity I | 228.62K (1.11%) | 37.81K Increased by +16.54% | Dec 31, 25 |
| 16 | JPMCB Value Advantage Inv | 154.37K (0.75%) | 6.56K Increased by +4.25% | Jun 30, 24 |
| 17 | Fidelity® Extended Market Index | 150.97K (0.73%) | 2.63K Increased by +1.74% | Nov 30, 23 |
| 18 | Strategic Advisers® Small-Mid Cap | 148.63K (0.72%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 19 | Strategic Advisers U.S. Total Stock | 148.18K (0.72%) | 200.00 Increased by +0.13% | Jan 31, 26 |
| 20 | Strategic Advisers Small-Mid Cap | 147.98K (0.72%) | -31.52K Decreased by -21.30% | Jul 31, 24 |