| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 10.87M (13.14%) | -688.24K Decreased by -6.33% | Jun 30, 25 |
| 2 | Canada Pension Plan Investment Board | 10.51M (12.70%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 8.91M (10.77%) | -270.84K Decreased by -3.04% | Jun 30, 25 |
| 4 | First Trust Advisors L.P. | 6.82M (8.24%) | 845.69K Increased by +12.40% | Dec 31, 24 |
| 5 | Gimbel Daniel Scott | 6.25M (7.55%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 6 | State Street Corporation | 3.50M (4.24%) | 331.72K Increased by +9.47% | Mar 31, 24 |
| 7 | Kimmeridge Energy Management Company, LLC | 3.50M (4.23%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 8 | State Street Corp | 3.19M (3.86%) | -149.41K Decreased by -4.68% | Jun 30, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 3.08M (3.72%) | -121.46K Decreased by -3.95% | Jun 30, 25 |
| 10 | American Century Companies Inc | 2.85M (3.44%) | 270.56K Increased by +9.50% | Jun 30, 25 |
| 11 | Ares Management LLC | 2.70M (3.26%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Sourcerock Group LLC | 2.00M (2.42%) | 779.28K Increased by +38.95% | Jun 30, 25 |
| 13 | Pacer Advisors, INC. | 1.97M (2.38%) | 821.83K Increased by +41.81% | Dec 31, 23 |
| 14 | LSV Asset Management | 1.94M (2.34%) | -758.78K Decreased by -39.21% | Dec 31, 24 |
| 15 | FMR Inc | 1.78M (2.15%) | -16.27K Decreased by -0.92% | Jun 30, 25 |
| 16 | Geode Capital Management, LLC | 1.65M (1.99%) | -56.88K Decreased by -3.45% | Jun 30, 25 |
| 17 | Principal Financial Group Inc | 1.46M (1.76%) | -63.91K Decreased by -4.38% | Sep 30, 23 |
| 18 | Fuller & Thaler Asset Management Inc | 1.43M (1.73%) | 1.43M Increased by +100.00% | Jun 30, 25 |
| 19 | Oaktree Capital Management LLC | 1.38M (1.66%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | Grantham, Mayo, Van Otterloo & Co., LLC | 1.29M (1.56%) | 73.89K Increased by +5.73% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust Rising Dividend Achiev ETF | 5.38M (6.50%) | 9.58K Increased by +0.18% | Feb 27, 25 |
| 2 | iShares Core S&P Small-Cap ETF | 4.14M (5.01%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 3 | Avantis US Small Cap Value ETF | 2.67M (3.23%) | 4.10K Increased by +0.15% | Aug 30, 25 |
| 4 | Vanguard US Total Market Shares ETF | 2.56M (3.10%) | 358.48K Increased by +13.99% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 2.52M (3.05%) | -53.12K Decreased by -2.11% | Jul 31, 25 |
| 6 | Vanguard Small Cap Index | 1.95M (2.36%) | -11.10K Decreased by -0.57% | Jul 31, 25 |
| 7 | First Trust SMID Cp Rising Div Achv ETF | 1.74M (2.10%) | 3.73K Increased by +0.21% | Feb 27, 25 |
| 8 | iShares Russell 2000 ETF | 1.58M (1.91%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 9 | Vanguard Small Cap Value Index Inv | 1.25M (1.52%) | 3.68K Increased by +0.29% | Jul 31, 25 |
| 10 | Fidelity Capital & Income | 1.06M (1.28%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Fidelity® Capital & Income | 1.06M (1.28%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | GMO Resources Composite | 975.46K (1.18%) | 22.85K Increased by +2.34% | Jun 30, 25 |
| 13 | GMO Resources III | 975.46K (1.18%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | Orbis SICAV Global Bal Instl Inv | 968.32K (1.17%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | FullerThaler Behavioral Small-Cap Growth | 952.50K (1.15%) | 588.20K Increased by +61.75% | Jun 30, 25 |
| 16 | FullerThaler Behavioral Sm-Cp Gr R6 | 900.00K (1.09%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 17 | Davenport Small Cap Focus | 797.30K (0.96%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | Fidelity Advisor® Floating Rate Hi Inc M | 781.52K (0.94%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Invesco Small Cap Value A | 756.02K (0.91%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Vanguard Institutional Extnd Mkt Idx Tr | 747.65K (0.90%) | -322.05K Decreased by -43.08% | Jul 31, 25 |