| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.73M (9.81%) | -40.33K Decreased by -0.52% | Jun 30, 25 |
| 2 | BlackRock Inc | 7.20M (9.13%) | -293.73K Decreased by -4.08% | Jun 30, 25 |
| 3 | State Street Corporation | 5.48M (6.94%) | -10.95K Decreased by -0.20% | Mar 31, 24 |
| 4 | Thornburg Investment Management Inc | 4.95M (6.27%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 5 | Amvescap Plc. | 2.23M (2.83%) | -1.16M Decreased by -52.05% | Sep 30, 23 |
| 6 | State Street Corp | 1.92M (2.43%) | 36.42K Increased by +1.90% | Jun 30, 25 |
| 7 | Geode Capital Management, LLC | 1.92M (2.43%) | 33.70K Increased by +1.76% | Jun 30, 25 |
| 8 | Charles Schwab Investment Management Inc | 1.71M (2.17%) | -107.42K Decreased by -6.28% | Jun 30, 25 |
| 9 | Balyasny Asset Management LLC | 1.55M (1.96%) | 35.42K Increased by +2.29% | Jun 30, 25 |
| 10 | LSV Asset Management | 1.52M (1.93%) | 103.90K Increased by +6.82% | Jun 30, 25 |
| 11 | Mirae Asset Global Investments (Korea) Co Ltd | 1.45M (1.84%) | 44.36K Increased by +3.07% | Mar 31, 24 |
| 12 | Allianz Asset Management AG | 1.37M (1.74%) | 114.20K Increased by +8.31% | Jun 30, 25 |
| 13 | We Are One Seven, LLC | 990.36K (1.26%) | 957.82K Increased by +96.71% | Dec 31, 23 |
| 14 | D. E. Shaw & Co LP | 921.50K (1.17%) | -463.85K Decreased by -50.34% | Jun 30, 24 |
| 15 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 916.86K (1.16%) | 72.27K Increased by +7.88% | Jun 30, 25 |
| 16 | Wolverine Asset Management LLC | 761.82K (0.97%) | 512.91K Increased by +67.33% | Jun 30, 25 |
| 17 | Cadent Capital Advisors, LLC | 735.82K (0.93%) | 735.82K Increased by +100.00% | Sep 30, 23 |
| 18 | Northern Trust Corp | 725.44K (0.92%) | -40.75K Decreased by -5.62% | Jun 30, 25 |
| 19 | Van Eck Associates Corporation | 657.80K (0.83%) | 1.10K Increased by +0.17% | Jun 30, 25 |
| 20 | Susquehanna International Group, LLP | 608.08K (0.77%) | 444.41K Increased by +73.08% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Thornburg Investment Income Builder A | 4.95M (6.27%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 2 | Thornburg Investment Income Builder Sep | 4.95M (6.27%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 3 | Schwab Fundamental US Small Company ETF | 3.25M (4.12%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 4 | Vanguard US Total Market Shares ETF | 2.53M (3.21%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 2.44M (3.10%) | -54.21K Decreased by -2.22% | Jul 31, 25 |
| 6 | Fidelity® Small Cap Index | 2.26M (2.86%) | 53.00K Increased by +2.35% | Oct 31, 23 |
| 7 | iShares Russell 2000 ETF | 1.96M (2.48%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 8 | Vanguard Small Cap Index | 1.87M (2.37%) | -12.48K Decreased by -0.67% | Jul 31, 25 |
| 9 | Fuh Hwa FTSE Mortgage REITs ETF | 1.61M (2.04%) | 164.86K Increased by +10.23% | Dec 31, 24 |
| 10 | Vanguard Small Cap Value Index Inv | 1.20M (1.52%) | 1.59K Increased by +0.13% | Jul 31, 25 |
| 11 | Fidelity® Extended Market Index | 1.09M (1.39%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | iShares Mortgage Real Estate Capped ETF | 1.01M (1.28%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 13 | PIMCO RAE US Small | 1.01M (1.28%) | 79.70K Increased by +7.92% | Jun 30, 25 |
| 14 | PIMCO RAE US Small Instl | 1.01M (1.28%) | 79.70K Increased by +7.92% | Jun 30, 25 |
| 15 | Leeward Mid-Cap Value | 885.63K (1.12%) | -9.71K Decreased by -1.10% | Mar 31, 24 |
| 16 | Touchstone Mid Cap Value Inst | 885.63K (1.12%) | 40.37K Increased by +4.56% | Mar 31, 24 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 863.91K (1.10%) | -383.13K Decreased by -44.35% | Jul 31, 25 |
| 18 | Schwab Fundamental U.S. Small CompanyETF | 855.39K (1.08%) | 3.43K Increased by +0.40% | Aug 30, 25 |
| 19 | Fidelity Small Cap Index | 806.10K (1.02%) | -19.64K Decreased by -2.44% | Jun 30, 25 |
| 20 | iShares Russell 2000 Value ETF | 702.35K (0.89%) | 0.00 Increased by 0.00% | Aug 31, 25 |