| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 9% | $596M | 21.4M | BlackRock, Inc. | Jun 30, 2025 | |||
| JPMORGAN CHASE & CO | 7.6% | $504M | 18.1M | JPMORGAN CHASE & CO. | Jun 30, 2025 | |||
| FIRST TRUST PORTFOLIOS LP | 2.34% | $139M | 5.67M | First Trust Portfolios L.P. | Mar 31, 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 218M | $6.19B | -$365M | $28.37 | 494 |
| 2025 Q2 | 231M | $6.43B | +$122M | $27.84 | 462 |
| 2025 Q1 | 227M | $5.63B | -$344M | $24.78 | 436 |
| 2024 Q4 | 242M | $5.73B | +$58.5M | $23.71 | 406 |
| 2024 Q3 | 237M | $6.08B | -$241M | $25.60 | 405 |
| 2024 Q2 | 248M | $5.35B | -$47.4M | $21.55 | 388 |
| 2024 Q1 | 250M | $5.59B | -$133M | $22.36 | 376 |
| 2023 Q4 | 258M | $4.97B | -$30.2M | $19.29 | 378 |
| 2023 Q3 | 258M | $4.31B | -$87.6M | $16.69 | 369 |
| 2023 Q2 | 265M | $4.19B | -$134M | $15.79 | 352 |
| 2023 Q1 | 274M | $3.68B | -$83.1M | $13.42 | 348 |
| 2022 Q4 | 281M | $3.66B | -$278M | $13.00 | 361 |
| 2022 Q3 | 304M | $3.9B | +$64.9M | $12.82 | 342 |
| 2022 Q2 | 298M | $3.76B | +$111M | $12.60 | 330 |
| 2022 Q1 | 291M | $3.95B | -$170M | $13.55 | 342 |
| 2021 Q4 | 302M | $4.36B | -$256M | $14.42 | 308 |
| 2021 Q3 | 315M | $4.72B | -$78.5M | $14.96 | 302 |
| 2021 Q2 | 325M | $4.42B | +$67.9M | $13.60 | 303 |
| 2021 Q1 | 320M | $4.44B | -$170M | $13.85 | 313 |
| 2020 Q4 | 333M | $4.18B | +$242M | $12.55 | 308 |
| 2020 Q3 | 314M | $2.79B | -$4.62M | $8.86 | 287 |
| 2020 Q2 | 316M | $2.58B | +$8.95M | $8.19 | 299 |
| 2020 Q1 | 316M | $2B | -$60.9M | $6.35 | 316 |
| 2019 Q4 | 316M | $4.46B | +$26.1M | $14.17 | 326 |
| 2019 Q3 | 315M | $3.95B | -$183M | $12.58 | 320 |
| 2019 Q2 | 330M | $4.31B | +$15.8M | $13.14 | 312 |
| 2019 Q1 | 332M | $4.36B | -$33.1M | $13.19 | 294 |
| 2018 Q4 | 336M | $3.5B | -$152M | $10.46 | 297 |
| 2018 Q3 | 336M | $4.46B | +$18.2M | $13.31 | 280 |
| 2018 Q2 | 336M | $3.59B | -$108M | $10.72 | 277 |
| 2018 Q1 | 343M | $4.44B | -$47.1M | $13.00 | 297 |
| 2017 Q4 | 344M | $4.84B | +$29.5M | $14.11 | 320 |
| 2017 Q3 | 342M | $4.28B | +$72.5M | $12.53 | 279 |
| 2017 Q2 | 336M | $3.76B | +$243M | $11.20 | 280 |
| 2017 Q1 | 320M | $3.24B | +$271M | $10.13 | 286 |
| 2016 Q4 | 311M | $3.17B | +$66.4M | $10.19 | 270 |
| 2016 Q3 | 306M | $2.45B | +$1.77M | $8.00 | 257 |
| 2016 Q2 | 311M | $1.85B | -$123M | $5.95 | 245 |
| 2016 Q1 | 324M | $2.49B | -$159M | $7.67 | 237 |
| 2015 Q4 | 345M | $3.04B | -$52.3M | $8.83 | 256 |
| 2015 Q3 | 349M | $3.23B | -$153M | $9.26 | 256 |
| 2015 Q2 | 361M | $4.1B | +$231M | $11.38 | 260 |
| 2015 Q1 | 343M | $3.3B | +$47.1M | $9.63 | 241 |
| 2014 Q4 | 338M | $3.15B | -$8.17M | $9.32 | 237 |
| 2014 Q3 | 343M | $2.68B | +$68.7M | $7.81 | 220 |
| 2014 Q2 | 331M | $3.06B | +$126M | $9.24 | 228 |
| 2014 Q1 | 314M | $2.67B | +$87.6M | $8.52 | 221 |