| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 6.53M (14.56%) | -49.63K Decreased by -0.76% | Jun 30, 25 |
| 2 | BlackRock Inc | 6.16M (13.74%) | -193.86K Decreased by -3.15% | Mar 31, 25 |
| 3 | Putnam Investments LLC | 5.16M (11.50%) | -185.70K Decreased by -3.60% | Dec 31, 23 |
| 4 | Putnam Investments, LLC., a Franklin Templeton company | 5.16M (11.50%) | -185.70K Decreased by -3.60% | Dec 31, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 3.42M (7.63%) | -192.62K Decreased by -5.63% | Jun 30, 25 |
| 6 | Nuveen, LLC | 3.33M (7.43%) | 3.33M Increased by +100.00% | Mar 31, 25 |
| 7 | Wellington Management Company LLP | 2.95M (6.58%) | -1.34M Decreased by -45.31% | Jun 30, 25 |
| 8 | State Street Corporation | 2.02M (4.51%) | -24.48K Decreased by -1.21% | Mar 31, 24 |
| 9 | State Street Corp | 1.90M (4.23%) | -36.07K Decreased by -1.90% | Mar 31, 25 |
| 10 | First Trust Advisors L.P. | 1.33M (2.95%) | 836.16K Increased by +63.10% | Mar 31, 25 |
| 11 | Reinhart Mahoney Capital Management Inc | 1.14M (2.54%) | 3.59K Increased by +0.32% | Jun 30, 25 |
| 12 | River Road Asset Management, LLC | 1.13M (2.52%) | 15.64K Increased by +1.38% | Mar 31, 25 |
| 13 | American Century Companies Inc | 1.05M (2.35%) | 40.35K Increased by +3.83% | Jun 30, 25 |
| 14 | Fuller & Thaler Asset Management Inc | 998.15K (2.23%) | -55.20K Decreased by -5.53% | Jun 30, 25 |
| 15 | Kahn Brothers & CO Inc /DE/ | 970.58K (2.16%) | -16.79K Decreased by -1.73% | Mar 31, 24 |
| 16 | Royce & Associates, LP | 966.81K (2.16%) | -33.95K Decreased by -3.51% | Jun 30, 25 |
| 17 | Marshall Wace Asset Management Ltd | 909.20K (2.03%) | 909.20K Increased by +100.00% | Mar 31, 24 |
| 18 | Principal Financial Group Inc | 869.32K (1.94%) | -22.39K Decreased by -2.58% | Jun 30, 25 |
| 19 | Geode Capital Management, LLC | 821.72K (1.83%) | 24.06K Increased by +2.93% | Mar 31, 25 |
| 20 | Goldman Sachs Group Inc | 814.90K (1.82%) | 378.95K Increased by +46.50% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Putnam Large Cap Value A | 2.94M (6.55%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 2 | Putnam US Large Cap Value Equity | 2.94M (6.55%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 3 | iShares Core S&P Small-Cap ETF | 2.75M (6.14%) | 400.00 Increased by +0.01% | Jul 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 1.56M (3.48%) | -62.73K Decreased by -4.02% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.49M (3.33%) | -51.85K Decreased by -3.47% | Jun 30, 25 |
| 6 | Vanguard Small Cap Index | 1.14M (2.54%) | -80.13K Decreased by -7.03% | Jun 30, 25 |
| 7 | Vanguard Equity-Income Inv | 1.06M (2.35%) | 204.40K Increased by +19.37% | Jun 30, 25 |
| 8 | DFA US Small Cap Value I | 1.03M (2.29%) | -33.50K Decreased by -3.27% | Jun 30, 25 |
| 9 | Vanguard Explorer Inv | 984.00K (2.19%) | -92.34K Decreased by -9.38% | Jun 30, 25 |
| 10 | Avantis US Small Cap Value ETF | 975.74K (2.18%) | 872.00 Increased by +0.09% | Jul 31, 25 |
| 11 | Fuller & Thaler Behavrl Small-Cap Value | 950.40K (2.12%) | -8.60K Decreased by -0.91% | Nov 30, 23 |
| 12 | FullerThaler Behavioral Small-Cap Value | 879.96K (1.96%) | -440.00 Decreased by -0.05% | Jun 30, 25 |
| 13 | Undiscovered Managers Behavioral Val L | 845.02K (1.88%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | First Trust SMID Cp Rising Div Achv ETF | 801.60K (1.79%) | -1.56K Decreased by -0.19% | Jul 31, 25 |
| 15 | Vanguard Small Cap Value Index Inv | 727.11K (1.62%) | -56.98K Decreased by -7.84% | Jun 30, 25 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 708.80K (1.58%) | -31.42K Decreased by -4.43% | Jun 30, 25 |
| 17 | Putnam Large Cap Value Trust IA | 540.02K (1.20%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 481.66K (1.07%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 399.46K (0.89%) | 222.00 Increased by +0.06% | Jul 31, 25 |
| 20 | First Trust Financials AlphaDEX® ETF | 389.98K (0.87%) | 0.00 Increased by 0.00% | Jul 31, 25 |