| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 14.75M (18.81%) | 10.23K Increased by +0.07% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 9.93M (12.66%) | 222.15K Increased by +2.24% | Sep 30, 24 |
| 3 | State Street Corporation | 5.04M (6.42%) | 425.83K Increased by +8.45% | Mar 31, 24 |
| 4 | State Street Corp | 4.77M (6.07%) | -272.58K Decreased by -5.72% | Jun 30, 24 |
| 5 | Public Sector Pension Investment Board | 3.55M (4.52%) | -5.00K Decreased by -0.14% | Sep 30, 24 |
| 6 | Ameriprise Financial Inc | 2.77M (3.53%) | 114.64K Increased by +4.14% | Jun 30, 24 |
| 7 | First Trust Advisors L.P. | 2.08M (2.65%) | -107.58K Decreased by -5.17% | Dec 31, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 2.04M (2.60%) | -780.73K Decreased by -38.24% | Jun 30, 24 |
| 9 | Geode Capital Management, LLC | 1.80M (2.30%) | 92.88K Increased by +5.16% | Jun 30, 24 |
| 10 | Westwood Holdings Group Inc | 1.72M (2.20%) | -182.55K Decreased by -10.60% | Jun 30, 24 |
| 11 | Dimensional Fund Advisors, Inc. | 1.58M (2.01%) | 42.37K Increased by +2.69% | Sep 30, 24 |
| 12 | Hotchkis & Wiley Capital Management LLC | 1.24M (1.58%) | -732.23K Decreased by -59.26% | Jun 30, 24 |
| 13 | Charles Schwab Investment Management Inc | 1.23M (1.57%) | 26.71K Increased by +2.17% | Sep 30, 24 |
| 14 | Goldman Sachs Group Inc | 1.20M (1.54%) | 312.23K Increased by +25.91% | Jun 30, 24 |
| 15 | Bank of New York Mellon Corp | 1.10M (1.40%) | -60.60K Decreased by -5.51% | Jun 30, 24 |
| 16 | Amvescap Plc. | 973.30K (1.24%) | -128.27K Decreased by -13.18% | Jun 30, 24 |
| 17 | Northern Trust Corp | 945.48K (1.21%) | 145.57K Increased by +15.40% | Sep 30, 24 |
| 18 | Prudential Financial Inc | 924.72K (1.18%) | 154.37K Increased by +16.69% | Sep 30, 24 |
| 19 | Mariner Value Strategies, LLC | 858.38K (1.09%) | -316.02K Decreased by -36.82% | Sep 30, 24 |
| 20 | Tortoise Midstream Energy Fund, Inc. | 692.94K (0.88%) | 83.13K Increased by +12.00% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.01M (6.39%) | 4.61K Increased by +0.09% | Oct 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.44M (3.11%) | -17.94K Decreased by -0.74% | Oct 31, 24 |
| 3 | iShares Russell 2000 ETF | 2.07M (2.64%) | -4.65K Decreased by -0.22% | Oct 31, 24 |
| 4 | Vanguard Small Cap Index | 1.97M (2.51%) | 3.85K Increased by +0.20% | Oct 31, 24 |
| 5 | First Trust Value Line® Dividend ETF | 1.86M (2.37%) | -1.03K Decreased by -0.06% | Nov 30, 23 |
| 6 | iShares Select Dividend ETF | 1.66M (2.12%) | -558.00 Decreased by -0.03% | Oct 31, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 1.33M (1.70%) | -460.00 Decreased by -0.03% | Oct 31, 24 |
| 8 | CT (Lux) American Smaller Com 9U USD | 1.20M (1.53%) | -114.13K Decreased by -9.50% | Oct 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 1.17M (1.50%) | -23.39K Decreased by -1.99% | Sep 30, 24 |
| 10 | CT American Smaller Coms(US) InstAccGBP | 1.15M (1.47%) | -146.87K Decreased by -12.75% | Oct 31, 24 |
| 11 | SPDR® S&P Dividend ETF | 959.04K (1.22%) | 75.38K Increased by +7.86% | Oct 31, 24 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 808.52K (1.03%) | 682.00 Increased by +0.08% | Oct 31, 24 |
| 13 | Fidelity Small Cap Index | 803.88K (1.02%) | -20.57K Decreased by -2.56% | Aug 31, 24 |
| 14 | American Beacon Small Cp Val R5 | 783.71K (1.00%) | -86.40K Decreased by -11.02% | May 31, 24 |
| 15 | iShares Russell 2000 Value ETF | 741.82K (0.95%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 16 | Fidelity® Small Cap Index | 708.72K (0.90%) | 14.93K Increased by +2.11% | Sep 30, 23 |
| 17 | Invesco High Yield Eq Div Achiev™ ETF | 698.85K (0.89%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 695.90K (0.89%) | 5.24K Increased by +0.75% | Oct 31, 24 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 684.97K (0.87%) | 700.00 Increased by +0.10% | Mar 28, 24 |
| 20 | Nuance Mid Cap Value Institutional | 669.22K (0.85%) | -293.08K Decreased by -43.79% | Apr 30, 24 |