| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 6.16M (11.07%) | -258.09K Decreased by -4.19% | Dec 31, 25 |
| 2 | BlackRock Inc | 5.93M (10.66%) | 261.29K Increased by +4.41% | Sep 30, 25 |
| 3 | Berkshire Hathaway Inc | 5.66M (10.19%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 4 | 59 North Capital Management, LP | 3.54M (6.36%) | 737.41K Increased by +20.85% | Dec 31, 25 |
| 5 | First Trust Advisors L.P. | 3.18M (5.72%) | -211.37K Decreased by -6.64% | Dec 31, 23 |
| 6 | Eminence Capital LLC | 3.12M (5.60%) | 228.52K Increased by +7.33% | Sep 30, 25 |
| 7 | Valeo Financial Advisors, LLC | 2.59M (4.66%) | 2.58M Increased by +99.70% | Jun 30, 25 |
| 8 | FMR Inc | 2.25M (4.05%) | 10.35K Increased by +0.46% | Dec 31, 25 |
| 9 | State Street Corp | 2.14M (3.85%) | -13.03K Decreased by -0.61% | Sep 30, 25 |
| 10 | State Street Corporation | 1.99M (3.57%) | 57.97K Increased by +2.92% | Mar 31, 24 |
| 11 | D1 Capital Partners L.P. | 1.81M (3.26%) | 1.81M Increased by +100.00% | Jun 30, 25 |
| 12 | Dimensional Fund Advisors, Inc. | 1.62M (2.92%) | 74.64K Increased by +4.59% | Dec 31, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 1.58M (2.85%) | 439.24K Increased by +27.75% | Jun 30, 24 |
| 14 | T. Rowe Price Associates, Inc. | 1.39M (2.50%) | 444.89K Increased by +31.98% | Sep 30, 25 |
| 15 | American Century Companies Inc | 1.33M (2.40%) | 645.60K Increased by +48.38% | Dec 31, 25 |
| 16 | Capital Research Global Investors | 1.27M (2.29%) | 960.00K Increased by +75.38% | Dec 31, 25 |
| 17 | Geode Capital Management, LLC | 1.16M (2.09%) | 18.29K Increased by +1.58% | Dec 31, 25 |
| 18 | Franklin Resources Inc | 1.15M (2.07%) | 16.01K Increased by +1.39% | Mar 31, 24 |
| 19 | Boston Partners Global Investors, Inc | 1.13M (2.03%) | -2.89K Decreased by -0.26% | Dec 31, 25 |
| 20 | Pacer Advisors, INC. | 1.11M (1.99%) | 1.10M Increased by +99.13% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust Rising Dividend Achiev ETF | 2.76M (4.96%) | 3.79K Increased by +0.14% | Jan 31, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 2.05M (3.68%) | 25.82K Increased by +1.26% | Feb 28, 26 |
| 3 | Vanguard US Total Market Shares ETF | 2.00M (3.60%) | -52.51K Decreased by -2.62% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.99M (3.57%) | 3.41K Increased by +0.17% | Feb 28, 26 |
| 5 | Vanguard Small Cap Index | 1.42M (2.56%) | 4.38K Increased by +0.31% | Feb 28, 26 |
| 6 | American Funds SMALLCAP World A | 1.16M (2.09%) | 850.00K Increased by +73.06% | Dec 31, 25 |
| 7 | Avantis US Small Cap Value ETF | 1.15M (2.07%) | 8.72K Increased by +0.76% | Feb 28, 26 |
| 8 | Pacer US Cash Cows 100 ETF | 1.11M (2.00%) | 1.38K Increased by +0.12% | Nov 27, 24 |
| 9 | Vanguard Small Cap Value Index Inv | 914.16K (1.64%) | 2.60K Increased by +0.28% | Feb 28, 26 |
| 10 | Fidelity® Value | 843.40K (1.52%) | 13.90K Increased by +1.65% | Nov 30, 23 |
| 11 | JHancock Disciplined Value Mid Cap I | 801.41K (1.44%) | 6.29K Increased by +0.78% | Jan 31, 26 |
| 12 | Franklin Small Cap Value A | 771.32K (1.39%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 13 | Franklin Small Cap Value SMA Composite | 771.32K (1.39%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 14 | Franklin US Small Cap Value Equity | 771.32K (1.39%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 15 | T. Rowe Price New Horizons | 730.65K (1.31%) | -2.30K Decreased by -0.32% | Sep 30, 24 |
| 16 | US Small-Cap Growth II Equity Comp | 730.65K (1.31%) | -2.60K Decreased by -0.36% | Sep 30, 24 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 690.96K (1.24%) | 6.91K Increased by +1.00% | Feb 28, 26 |
| 18 | Baron Real Estate Institutional | 667.65K (1.20%) | -25.00K Decreased by -3.74% | Dec 31, 25 |
| 19 | Baron Real Estate Strategy | 667.65K (1.20%) | -25.00K Decreased by -3.74% | Dec 31, 25 |
| 20 | Fidelity® Series Stk Selec Lg Cp Val | 572.80K (1.03%) | 0.00 Increased by 0.00% | Nov 30, 23 |