| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 21.14M (0.55%) | -10.12M Decreased by -47.88% | Sep 30, 25 |
| 2 | FMR Inc | 12.25M (0.32%) | 1.48M Increased by +12.05% | Dec 31, 25 |
| 3 | The Goldman Sachs Group Inc | 10.84M (0.28%) | 164.35K Increased by +1.52% | Sep 30, 25 |
| 4 | Goldman Sachs Group Inc | 10.67M (0.28%) | -598.96K Decreased by -5.61% | Jun 30, 25 |
| 5 | BlackRock Inc | 7.11M (0.19%) | 245.75K Increased by +3.45% | Sep 30, 25 |
| 6 | Northern Trust Corp | 5.74M (0.15%) | 147.96K Increased by +2.58% | Sep 30, 25 |
| 7 | Lazard Asset Management LLC | 4.98M (0.13%) | -2.54M Decreased by -50.95% | Sep 30, 23 |
| 8 | Clark Capital Management Group Inc | 4.11M (0.11%) | -37.26K Decreased by -0.91% | Dec 31, 25 |
| 9 | Ramius, LLC | 3.30M (0.09%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 10 | Dimensional Fund Advisors, Inc. | 2.87M (0.08%) | -13.22K Decreased by -0.46% | Dec 31, 25 |
| 11 | American Century Companies Inc | 2.34M (0.06%) | 306.29K Increased by +13.07% | Dec 31, 25 |
| 12 | Envestnet Asset Management Inc | 2.30M (0.06%) | 378.91K Increased by +16.46% | Jun 30, 25 |
| 13 | Wells Fargo & Co | 2.13M (0.06%) | 114.67K Increased by +5.38% | Sep 30, 25 |
| 14 | QRG Capital Management, Inc. | 2.00M (0.05%) | -307.35K Decreased by -15.41% | Sep 30, 25 |
| 15 | Renaissance Technologies Corp | 1.92M (0.05%) | -359.55K Decreased by -18.68% | Dec 31, 25 |
| 16 | Arrowstreet Capital Limited Partnership | 1.75M (0.05%) | 1.35M Increased by +77.12% | Sep 30, 24 |
| 17 | Fisher Asset Management, LLC | 1.65M (0.04%) | 122.56K Increased by +7.44% | Dec 31, 25 |
| 18 | JANE STREET GROUP, LLC | 1.61M (0.04%) | 1.38M Increased by +85.76% | Dec 31, 23 |
| 19 | COWEN AND COMPANY, LLC | 1.56M (0.04%) | -1.24M Decreased by -79.51% | Sep 30, 24 |
| 20 | Bank of America Corp | 1.44M (0.04%) | -479.32K Decreased by -33.23% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Russell CDN_Core Equity SMA | 19.76M (0.52%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Russell Investments Core Equity SMA | 14.75M (0.39%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 3 | Clark Navigator International Equity/ADR | 4.12M (0.11%) | 351.00 Increased by +0.01% | Jan 31, 26 |
| 4 | Avantis International Equity ETF | 2.24M (0.06%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 5 | Amplify CWP International Enh Div IncETF | 1.29M (0.03%) | 1.29M Increased by +100.00% | Feb 27, 26 |
| 6 | Dimensional International Value ETF | 1.03M (0.03%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 7 | Invesco International Div Achiev ETF | 976.09K (0.03%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 8 | Dimensional International Cr Eq Mkt ETF | 884.88K (0.02%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 9 | Morgan Stanley Gl Concentrated Eq Comp | 613.28K (0.02%) | -309.60K Decreased by -50.48% | Jun 30, 25 |
| 10 | Morgan Stanley Global Con Eq Wrap Comp | 613.28K (0.02%) | -309.60K Decreased by -50.48% | Jun 30, 25 |
| 11 | Morgan Stanley Global Con. Eq. Comm Comp | 613.28K (0.02%) | -309.60K Decreased by -50.48% | Jun 30, 25 |
| 12 | Morgan Stanley Instl Glbl Concntr R6 | 613.28K (0.02%) | -309.60K Decreased by -50.48% | Jun 30, 25 |
| 13 | Dimensional International Core Eq 2 ETF | 512.66K (0.01%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 14 | Dimensional All Country ex US LgCap Core | 483.23K (0.01%) | -31.30K Decreased by -6.48% | Sep 30, 25 |
| 15 | Russell Personalized 70/30 Core Alloc | 447.90K (0.01%) | 447.90K Increased by +100.00% | Feb 29, 24 |
| 16 | Dimensional SMA Global ex US Large Core | 429.66K (0.01%) | 429.66K Increased by +100.00% | Sep 30, 23 |
| 17 | Russell Personalized Core Equity SMA | 420.11K (0.01%) | -20.91K Decreased by -4.98% | Dec 31, 25 |
| 18 | Ninety One Premier Global Value I | 348.12K (0.01%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 19 | Clark TW Moderate Composite | 346.32K (0.01%) | 233.85K Increased by +67.52% | May 31, 25 |
| 20 | Clark TW Mod Tax Aware Composite | 339.38K (0.01%) | 231.96K Increased by +68.35% | May 31, 25 |