| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 6.65M (10.73%) | -13.45K Decreased by -0.20% | Jun 30, 25 |
| 2 | BlackRock Inc | 6.02M (9.72%) | -47.65K Decreased by -0.79% | Jun 30, 25 |
| 3 | T. Rowe Price Associates, Inc. | 5.08M (8.20%) | -1.91M Decreased by -37.62% | Jun 30, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 3.40M (5.49%) | 54.43K Increased by +1.60% | Jun 30, 25 |
| 5 | Victory Capital Management Inc. | 3.22M (5.20%) | -110.99K Decreased by -3.45% | Jun 30, 25 |
| 6 | UBS Asset Mgmt Americas Inc | 2.95M (4.76%) | -358.91K Decreased by -12.17% | Jun 30, 25 |
| 7 | Fuller & Thaler Asset Management Inc | 2.88M (4.66%) | 142.42K Increased by +4.94% | Jun 30, 25 |
| 8 | LSV Asset Management | 2.26M (3.65%) | -318.90K Decreased by -14.11% | Jun 30, 25 |
| 9 | Massachusetts Financial Services Company | 2.14M (3.46%) | 236.09K Increased by +11.03% | Jun 30, 25 |
| 10 | Pacer Advisors, INC. | 2.11M (3.41%) | 538.96K Increased by +25.54% | Sep 30, 24 |
| 11 | State Street Corp | 2.05M (3.31%) | -32.26K Decreased by -1.57% | Jun 30, 25 |
| 12 | JPMorgan Chase & Co | 1.96M (3.16%) | 861.38K Increased by +44.04% | Jun 30, 25 |
| 13 | State Street Corporation | 1.89M (3.05%) | 48.28K Increased by +2.56% | Mar 31, 24 |
| 14 | Davis Selected Advisers | 1.80M (2.91%) | -222.70K Decreased by -12.34% | Jun 30, 25 |
| 15 | AQR Capital Management LLC | 1.75M (2.82%) | 605.51K Increased by +34.64% | Jun 30, 24 |
| 16 | Amvescap Plc. | 1.73M (2.79%) | -516.24K Decreased by -29.83% | Jun 30, 25 |
| 17 | Mackenzie Investments | 1.63M (2.64%) | 754.42K Increased by +46.16% | Dec 31, 24 |
| 18 | Royal London Asset Management Ltd | 1.40M (2.27%) | -2.70K Decreased by -0.19% | Jun 30, 25 |
| 19 | Mirova US LLC | 1.25M (2.02%) | 39.26K Increased by +3.13% | Jun 30, 25 |
| 20 | UBS Group AG | 1.14M (1.83%) | -751.35K Decreased by -66.16% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FullerThaler Behavioral Small-Cap Value | 2.41M (3.90%) | -1.16K Decreased by -0.05% | Jun 30, 25 |
| 2 | Sycamore Mid Cap Value Comp | 2.37M (3.83%) | 2.29M Increased by +96.70% | Mar 31, 25 |
| 3 | Undiscovered Managers Behavioral Val L | 2.23M (3.60%) | -92.78K Decreased by -4.17% | Jul 31, 25 |
| 4 | Pacer US Cash Cows 100 ETF | 2.12M (3.43%) | 2.63K Increased by +0.12% | Nov 29, 24 |
| 5 | Victory Sycamore Established Value R | 2.12M (3.42%) | -253.00K Decreased by -11.95% | Jun 30, 25 |
| 6 | Vanguard US Total Market Shares ETF | 2.02M (3.26%) | 1.46K Increased by +0.07% | Sep 30, 24 |
| 7 | iShares Core S&P Mid-Cap ETF | 2.01M (3.25%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 2.00M (3.24%) | -49.44K Decreased by -2.47% | Jul 31, 25 |
| 9 | Vanguard Small Cap Index | 1.54M (2.49%) | -9.39K Decreased by -0.61% | Jul 31, 25 |
| 10 | MFS Mid Cap Value Equity | 1.25M (2.03%) | 45.95K Increased by +3.66% | Jun 30, 25 |
| 11 | MFS Mid Cap Value A | 1.24M (2.00%) | -17.18K Decreased by -1.39% | Jul 31, 25 |
| 12 | T. Rowe Price US Mid-Cap Value Equity | 1.21M (1.95%) | -543.44K Decreased by -44.99% | Jun 30, 25 |
| 13 | T. Rowe Price Mid-Cap Value | 1.21M (1.95%) | -1.82K Decreased by -0.15% | Jul 31, 25 |
| 14 | UBS (Lux) ES L/T Thms $Q | 1.13M (1.82%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 15 | Vanguard Small Cap Value Index Inv | 991.37K (1.60%) | 2.92K Increased by +0.29% | Jul 31, 25 |
| 16 | Vanguard Equity-Income Inv | 984.66K (1.59%) | 161.33K Increased by +16.38% | Sep 30, 24 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 956.21K (1.54%) | -8.42K Decreased by -0.88% | Jun 30, 25 |
| 18 | First Trust SMID Cp Rising Div Achv ETF | 941.30K (1.52%) | 2.02K Increased by +0.21% | Feb 27, 25 |
| 19 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 930.31K (1.50%) | 134.63K Increased by +14.47% | Mar 31, 25 |
| 20 | Invesco Small Cap Value A | 789.22K (1.27%) | 143.01K Increased by +18.12% | Jul 31, 25 |