Ownership Summary

Top Holders

Identifies the top institutional holders according to the most recent, publicly available data available to Thomson Reuters. %O/S (percent of outstanding shares held) – Is calculated by dividing the shares held by the most recently reported total shares outstanding.

Holder Shares Held % O/S Share Change Filing Date
BlackRock Institutional Trust Company, N.A. 13,874,025 13.79 804,890 9/30/20
State Street Global Advisors (US) 11,270,833 11.20 807,229 9/30/20
The Vanguard Group, Inc. 10,777,144 10.71 300,455 9/30/20
Macquarie Investment Management 5,275,699 5.24 18,512 9/30/20
Diamond Hill Capital Management Inc. 2,980,411 2.96 903,890 9/30/20
MFS Investment Management 2,184,127 2.17 189,956 9/30/20
Fidelity Institutional Asset Management 2,014,210 2.00 -239,857 9/30/20
Credit Suisse Securities (USA) LLC 1,792,477 1.78 -262,013 9/30/20
Barclays Bank PLC 1,741,294 1.73 -843,078 9/30/20
Dimensional Fund Advisors, L.P. 1,573,947 1.56 -60,902 9/30/20

 

Top Holders: Mutual Funds

Identifies the top mutual fund holders according to the most recent, publicly available data available to Thomson Reuters. %O/S (percent of outstanding shares held) – Is calculated by dividing the shares held by the most recently reported total shares outstanding.
Fund Shares Held % O/S Share Change Filing Date
SPDR S&P Dividend ETF 9,426,731 9.37 33,630 12/31/20
iShares Core S&P Small-Cap ETF 6,458,199 6.42 91,035 12/31/20
Vanguard Total Stock Market Index Fund 2,843,019 2.83 11,153 12/31/20
Delaware Small Cap Core Fund 2,484,517 2.47 -106,415 11/30/20
Vanguard Small-Cap Index Fund 2,383,995 2.37 14,890 12/31/20
iShares Russell 2000 ETF 2,364,038 2.35 66,303 12/31/20
MFS New Discovery Value Fund 1,721,061 1.71 -- 12/31/20
DNP Select Income Fund 1,500,000 1.49 -- 10/31/20
iShares S&P Small-Cap 600 Value ETF 1,491,850 1.48 976,388 12/31/20
Vanguard Small-Cap Value Index Fund 1,405,773 1.40 11,559 12/31/20

* Insider values reflect direct beneficial ownership.