| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 14.48M (18.32%) | -69.94K Decreased by -0.48% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 9.28M (11.75%) | -371.17K Decreased by -4.00% | Jun 30, 25 |
| 3 | State Street Corp | 4.11M (5.20%) | 137.19K Increased by +3.34% | Mar 31, 25 |
| 4 | State Street Corporation | 3.72M (4.71%) | -258.84K Decreased by -6.96% | Mar 31, 24 |
| 5 | FMR Inc | 2.39M (3.02%) | -2.94K Decreased by -0.12% | Mar 31, 25 |
| 6 | Franklin Resources Inc | 2.20M (2.79%) | 2.12K Increased by +0.10% | Jun 30, 25 |
| 7 | Geode Capital Management, LLC | 2.11M (2.67%) | 71.37K Increased by +3.39% | Mar 31, 25 |
| 8 | Amvescap Plc. | 1.77M (2.24%) | 507.50K Increased by +28.68% | Mar 31, 25 |
| 9 | Macquarie Group Ltd | 1.53M (1.93%) | -2.10M Decreased by -137.39% | Mar 31, 25 |
| 10 | Renaissance Technologies Corp | 1.52M (1.92%) | 254.10K Increased by +16.74% | Mar 31, 25 |
| 11 | Balyasny Asset Management LLC | 1.43M (1.80%) | 756.86K Increased by +53.09% | Mar 31, 25 |
| 12 | Citadel Advisors Llc | 1.38M (1.75%) | 1.35M Increased by +97.57% | Sep 30, 24 |
| 13 | Charles Schwab Investment Management Inc | 1.34M (1.69%) | 132.90K Increased by +9.94% | Jun 30, 25 |
| 14 | Nuveen Asset Management, LLC | 1.32M (1.66%) | 713.01K Increased by +54.22% | Dec 31, 24 |
| 15 | Mesirow Institutional Investment Management, Inc. | 1.29M (1.64%) | 100.66K Increased by +7.78% | Dec 31, 24 |
| 16 | Putnam Investments, LLC., a Franklin Templeton company | 1.21M (1.54%) | 65.47K Increased by +5.40% | Dec 31, 23 |
| 17 | Sound Income Strategies | 1.18M (1.50%) | -215.91K Decreased by -18.23% | Jun 30, 25 |
| 18 | Aristotle Capital Boston, LLC | 1.16M (1.47%) | -202.84K Decreased by -17.50% | Mar 31, 25 |
| 19 | Putnam Investments LLC | 1.15M (1.45%) | 50.87K Increased by +4.43% | Sep 30, 23 |
| 20 | Vision Capital Corp | 1.10M (1.39%) | 1.10M Increased by +100.00% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.80M (6.08%) | 860.00 Increased by +0.02% | Jul 31, 25 |
| 2 | Vanguard Real Estate Index Investor | 2.96M (3.75%) | -519.00 Decreased by -0.02% | Jun 30, 25 |
| 3 | Delaware Small Cap Core I | 2.90M (3.67%) | 405.21K Increased by +13.96% | Sep 30, 24 |
| 4 | Delaware US Small Cap Core Equity (SMA) | 2.83M (3.58%) | -94.42K Decreased by -3.34% | Mar 31, 24 |
| 5 | Macquarie US Small Cap Core Equity | 2.83M (3.58%) | -94.42K Decreased by -3.34% | Mar 31, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 2.56M (3.24%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | Vanguard US Total Market Shares ETF | 2.43M (3.08%) | 307.38K Increased by +12.63% | Sep 30, 24 |
| 8 | iShares Russell 2000 ETF | 1.90M (2.41%) | -36.12K Decreased by -1.90% | Jul 31, 25 |
| 9 | Putnam Core Equity Fund Y | 1.75M (2.21%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | Putnam U.S. Core Equity Concentrated | 1.50M (1.90%) | 121.01K Increased by +8.07% | Sep 30, 24 |
| 11 | FIAM Small Cap Core Composite | 1.36M (1.72%) | -32.20K Decreased by -2.37% | Mar 31, 25 |
| 12 | FIAM Small Cap Core CIT Cl B | 1.33M (1.68%) | -11.30K Decreased by -0.85% | May 31, 25 |
| 13 | Invesco KBW Premium Yield Eq REIT ETF | 1.24M (1.57%) | 4.11K Increased by +0.33% | Jul 31, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 1.22M (1.54%) | -68.01K Decreased by -5.59% | Jun 30, 25 |
| 15 | Macquarie Small Cap Core I | 1.10M (1.39%) | -1.80M Decreased by -164.37% | Mar 31, 25 |
| 16 | Fidelity Small Cap Index | 839.04K (1.06%) | -2.40K Decreased by -0.29% | May 31, 25 |
| 17 | CREF Stock R1 | 825.32K (1.04%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 18 | CREF Stock R3 | 825.32K (1.04%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 19 | iShares Russell 2000 Value ETF | 705.53K (0.89%) | 523.00 Increased by +0.07% | Jul 31, 25 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 701.36K (0.89%) | 387.00 Increased by +0.06% | Jul 31, 25 |