| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 14.55M (18.47%) | 1.90M Increased by +13.09% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 9.52M (12.09%) | 829.39K Increased by +8.72% | Dec 31, 24 |
| 3 | State Street Corp | 3.97M (5.04%) | 320.05K Increased by +8.06% | Dec 31, 24 |
| 4 | State Street Corporation | 3.72M (4.72%) | -258.84K Decreased by -6.96% | Mar 31, 24 |
| 5 | Macquarie Group Ltd | 3.62M (4.60%) | -11.77K Decreased by -0.32% | Dec 31, 24 |
| 6 | FMR Inc | 2.39M (3.03%) | 51.28K Increased by +2.15% | Dec 31, 24 |
| 7 | Franklin Resources Inc | 2.11M (2.67%) | 173.15K Increased by +8.22% | Dec 31, 24 |
| 8 | Geode Capital Management, LLC | 2.04M (2.58%) | 269.37K Increased by +13.24% | Dec 31, 24 |
| 9 | Sound Income Strategies | 1.40M (1.78%) | 516.00K Increased by +36.84% | Mar 31, 25 |
| 10 | Citadel Advisors Llc | 1.38M (1.76%) | 1.35M Increased by +97.57% | Sep 30, 24 |
| 11 | Aristotle Capital Boston, LLC | 1.36M (1.73%) | -167.85K Decreased by -12.33% | Dec 31, 24 |
| 12 | Nuveen Asset Management, LLC | 1.32M (1.67%) | 713.01K Increased by +54.22% | Dec 31, 24 |
| 13 | Mesirow Institutional Investment Management, Inc. | 1.29M (1.64%) | 100.66K Increased by +7.78% | Dec 31, 24 |
| 14 | Goldman Sachs Group Inc | 1.28M (1.63%) | 590.27K Increased by +46.00% | Dec 31, 24 |
| 15 | Renaissance Technologies Corp | 1.26M (1.60%) | -186.90K Decreased by -14.79% | Dec 31, 24 |
| 16 | Amvescap Plc. | 1.26M (1.60%) | 24.03K Increased by +1.90% | Dec 31, 24 |
| 17 | Putnam Investments, LLC., a Franklin Templeton company | 1.21M (1.54%) | 65.47K Increased by +5.40% | Dec 31, 23 |
| 18 | Charles Schwab Investment Management Inc | 1.17M (1.48%) | 98.83K Increased by +8.48% | Dec 31, 24 |
| 19 | Putnam Investments LLC | 1.15M (1.46%) | 50.87K Increased by +4.43% | Sep 30, 23 |
| 20 | Vision Capital Corp | 1.10M (1.40%) | 1.10M Increased by +100.00% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.85M (6.16%) | -5.12K Decreased by -0.11% | Apr 30, 25 |
| 2 | Vanguard Real Estate Index Investor | 3.04M (3.86%) | -28.43K Decreased by -0.94% | Mar 31, 25 |
| 3 | Delaware Small Cap Core I | 2.90M (3.69%) | 405.21K Increased by +13.96% | Sep 30, 24 |
| 4 | Delaware US Small Cap Core Equity (SMA) | 2.83M (3.59%) | -94.42K Decreased by -3.34% | Mar 31, 24 |
| 5 | Macquarie US Small Cap Core Equity | 2.83M (3.59%) | -94.42K Decreased by -3.34% | Mar 31, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 2.51M (3.19%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | Vanguard US Total Market Shares ETF | 2.43M (3.09%) | 307.38K Increased by +12.63% | Sep 30, 24 |
| 8 | iShares Russell 2000 ETF | 1.96M (2.49%) | 332.00 Increased by +0.02% | Apr 30, 25 |
| 9 | Putnam Core Equity Fund Y | 1.73M (2.19%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | Putnam U.S. Core Equity Concentrated | 1.50M (1.91%) | 121.01K Increased by +8.07% | Sep 30, 24 |
| 11 | FIAM Small Cap Core Composite | 1.39M (1.76%) | -22.80K Decreased by -1.64% | Dec 31, 24 |
| 12 | FIAM Small Cap Core CIT Cl B | 1.36M (1.72%) | -32.20K Decreased by -2.37% | Feb 28, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 1.27M (1.62%) | -11.02K Decreased by -0.87% | Mar 31, 25 |
| 14 | Macquarie Small Cap Core I | 1.10M (1.39%) | -1.80M Decreased by -164.37% | Mar 31, 25 |
| 15 | Invesco KBW Premium Yield Eq REIT ETF | 1.01M (1.28%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 16 | CREF Stock R1 | 825.32K (1.05%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 17 | CREF Stock R3 | 825.32K (1.05%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 18 | Fidelity Small Cap Index | 813.16K (1.03%) | 10.79K Increased by +1.33% | Feb 28, 25 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 698.48K (0.89%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | iShares Russell 2000 Value ETF | 697.18K (0.89%) | -2.37K Decreased by -0.34% | Apr 30, 25 |