| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 11.08M (10.96%) | -196.87K Decreased by -1.78% | Dec 31, 25 |
| 2 | BlackRock Inc | 10.64M (10.52%) | -230.28K Decreased by -2.16% | Sep 30, 25 |
| 3 | State Street Corp | 3.20M (3.16%) | -300.49K Decreased by -9.39% | Sep 30, 25 |
| 4 | Deutsche Bank AG | 3.09M (3.06%) | 200.11K Increased by +6.48% | Dec 31, 25 |
| 5 | 59 North Capital Management, LP | 3.05M (3.02%) | -23.76K Decreased by -0.78% | Dec 31, 25 |
| 6 | State Street Corporation | 3.04M (3.01%) | 109.44K Increased by +3.60% | Dec 31, 23 |
| 7 | Tortoise Midstream Energy Fund, Inc. | 2.98M (2.95%) | 285.77K Increased by +9.59% | Dec 31, 25 |
| 8 | Goldman Sachs Group Inc | 2.94M (2.91%) | 158.73K Increased by +5.40% | Jun 30, 25 |
| 9 | The Goldman Sachs Group Inc | 2.88M (2.85%) | -59.13K Decreased by -2.05% | Sep 30, 25 |
| 10 | Neuberger Berman Group LLC | 2.78M (2.75%) | -14.36K Decreased by -0.52% | Dec 31, 25 |
| 11 | Dimensional Fund Advisors, Inc. | 2.62M (2.60%) | -43.84K Decreased by -1.67% | Dec 31, 25 |
| 12 | Geode Capital Management, LLC | 2.41M (2.38%) | 106.53K Increased by +4.42% | Dec 31, 25 |
| 13 | Blackstone Inc | 2.20M (2.18%) | -1.40M Decreased by -63.59% | Sep 30, 25 |
| 14 | Zimmer Partners LP | 2.15M (2.13%) | 612.86K Increased by +28.47% | Sep 30, 23 |
| 15 | Pacer Advisors, INC. | 2.14M (2.12%) | 2.05M Increased by +95.52% | Dec 31, 24 |
| 16 | JPMorgan Chase & Co | 1.74M (1.72%) | 935.07K Increased by +53.64% | Sep 30, 25 |
| 17 | First Trust Advisors L.P. | 1.52M (1.51%) | 1.13M Increased by +74.00% | Dec 31, 23 |
| 18 | Cardinal Capital Management Llc | 1.52M (1.51%) | -231.29K Decreased by -15.17% | Dec 31, 23 |
| 19 | Citadel Advisors Llc | 1.37M (1.36%) | 56.09K Increased by +4.09% | Dec 31, 25 |
| 20 | T. Rowe Price Investment Management,Inc. | 1.25M (1.24%) | 102.72K Increased by +8.22% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 3.28M (3.25%) | 205.73K Increased by +6.26% | Feb 28, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 3.21M (3.18%) | 5.10K Increased by +0.16% | Feb 28, 26 |
| 3 | Vanguard Small Cap Index | 2.31M (2.28%) | 5.96K Increased by +0.26% | Feb 28, 26 |
| 4 | Pacer US Cash Cows 100 ETF | 1.99M (1.97%) | 2.94K Increased by +0.15% | Feb 28, 25 |
| 5 | Tortoise Energy Infrastructure TR Ins | 1.65M (1.63%) | 143.90K Increased by +8.72% | Dec 31, 25 |
| 6 | Vanguard Small Cap Value Index Inv | 1.48M (1.47%) | 4.21K Increased by +0.28% | Feb 28, 26 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 1.11M (1.10%) | 9.48K Increased by +0.86% | Feb 28, 26 |
| 8 | Global X MLP & Energy Infrastructure ETF | 1.07M (1.06%) | 705.00 Increased by +0.07% | Feb 27, 26 |
| 9 | Cardinal Capital SMID Cap Value Equity | 980.85K (0.97%) | -136.01K Decreased by -13.87% | Mar 31, 24 |
| 10 | First Trust Value Line® Dividend ETF | 965.62K (0.96%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Westwood Salient MLP & Engy Infras Inst | 799.18K (0.79%) | -60.06K Decreased by -7.52% | Jan 31, 26 |
| 12 | SPDR® S&P MIDCAP 400 ETF Trust | 778.19K (0.77%) | -19.48K Decreased by -2.50% | Jul 31, 25 |
| 13 | American Funds Capital Income Bldr A | 760.86K (0.75%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 14 | Tortoise Strategic Energy Infr Composite | 754.22K (0.75%) | 501.00 Increased by +0.07% | Dec 31, 25 |
| 15 | State Street® SPDR® S&P MIDCAP 400® ETF | 745.45K (0.74%) | 7.94K Increased by +1.07% | Feb 28, 26 |
| 16 | Invesco S&P MidCap Momentum ETF | 711.30K (0.70%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 17 | DFA US Small Cap Value I | 693.71K (0.69%) | -203.17K Decreased by -29.29% | Mar 31, 25 |
| 18 | First Sentier Glb Lstd Infra B GBP Acc | 691.01K (0.68%) | 37.20K Increased by +5.38% | Mar 31, 24 |
| 19 | DWS Global Infrastr Sec Instl | 682.92K (0.68%) | 50.03K Increased by +7.33% | Dec 31, 25 |
| 20 | Franklin Utilities A1 | 650.00K (0.64%) | 0.00 Increased by 0.00% | Jan 31, 26 |