| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 11.56M (13.10%) | 335.04K Increased by +2.90% | Mar 31, 25 |
| 2 | Canada Pension Plan Investment Board | 10.51M (11.91%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 9.18M (10.40%) | -166.72K Decreased by -1.82% | Mar 31, 25 |
| 4 | First Trust Advisors L.P. | 6.82M (7.73%) | 845.69K Increased by +12.40% | Dec 31, 24 |
| 5 | Gimbel Daniel Scott | 6.25M (7.08%) | 1.00K Increased by +0.02% | Mar 31, 25 |
| 6 | State Street Corporation | 3.50M (3.97%) | 331.72K Increased by +9.47% | Mar 31, 24 |
| 7 | Kimmeridge Energy Management Company, LLC | 3.50M (3.96%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 8 | State Street Corp | 3.34M (3.79%) | 39.72K Increased by +1.19% | Mar 31, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 3.20M (3.62%) | -370.86K Decreased by -11.60% | Mar 31, 25 |
| 10 | Ares Management LLC | 2.70M (3.06%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | American Century Companies Inc | 2.58M (2.92%) | 248.45K Increased by +9.64% | Mar 31, 25 |
| 12 | Pacer Advisors, INC. | 1.97M (2.23%) | 821.83K Increased by +41.81% | Dec 31, 23 |
| 13 | LSV Asset Management | 1.94M (2.19%) | -758.78K Decreased by -39.21% | Dec 31, 24 |
| 14 | FMR Inc | 1.79M (2.03%) | -96.55K Decreased by -5.39% | Mar 31, 25 |
| 15 | Geode Capital Management, LLC | 1.70M (1.93%) | 97.82K Increased by +5.74% | Mar 31, 25 |
| 16 | Principal Financial Group Inc | 1.46M (1.65%) | -63.91K Decreased by -4.38% | Sep 30, 23 |
| 17 | Oaktree Capital Management LLC | 1.38M (1.56%) | -670.00K Decreased by -48.67% | Mar 31, 25 |
| 18 | Sourcerock Group LLC | 1.22M (1.38%) | 136.42K Increased by +11.17% | Mar 31, 25 |
| 19 | Grantham, Mayo, Van Otterloo & Co., LLC | 1.22M (1.38%) | 332.71K Increased by +27.37% | Mar 31, 25 |
| 20 | Orbis Allan Gray Ltd | 1.20M (1.36%) | 34.59K Increased by +2.89% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust Rising Dividend Achiev ETF | 5.38M (6.10%) | 9.58K Increased by +0.18% | Feb 27, 25 |
| 2 | iShares Core S&P Small-Cap ETF | 4.32M (4.90%) | -3.90K Decreased by -0.09% | Apr 30, 25 |
| 3 | Pacer US Small Cap Cash Cows 100 ETF | 3.56M (4.04%) | 19.99K Increased by +0.56% | Apr 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 2.64M (2.99%) | 56.22K Increased by +2.13% | Apr 30, 25 |
| 5 | Vanguard US Total Market Shares ETF | 2.56M (2.90%) | 358.48K Increased by +13.99% | Sep 30, 24 |
| 6 | Avantis US Small Cap Value ETF | 2.42M (2.74%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 7 | Vanguard Small Cap Index | 2.07M (2.35%) | 11.34K Increased by +0.55% | Apr 30, 25 |
| 8 | First Trust SMID Cp Rising Div Achv ETF | 1.74M (1.97%) | 3.73K Increased by +0.21% | Feb 27, 25 |
| 9 | iShares Russell 2000 ETF | 1.73M (1.96%) | 292.00 Increased by +0.02% | Apr 30, 25 |
| 10 | Vanguard Small Cap Value Index Inv | 1.34M (1.52%) | 4.18K Increased by +0.31% | Apr 30, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 1.10M (1.24%) | 9.60K Increased by +0.87% | Apr 30, 25 |
| 12 | Fidelity Capital & Income | 1.06M (1.20%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Fidelity® Capital & Income | 1.06M (1.20%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Orbis SICAV Global Bal Instl Inv | 968.32K (1.10%) | 279.40K Increased by +28.85% | Sep 30, 24 |
| 15 | GMO Resources Composite | 952.61K (1.08%) | 266.75K Increased by +28.00% | Mar 31, 25 |
| 16 | GMO Resources III | 952.61K (1.08%) | 266.75K Increased by +28.00% | Mar 31, 25 |
| 17 | Fidelity Advisor® Floating Rate Hi Inc M | 781.52K (0.89%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Davenport Small Cap Focus | 777.19K (0.88%) | 50.00K Increased by +6.43% | Mar 31, 25 |
| 19 | FT Vest Ris Div Ach Trg Inc ETF | 704.78K (0.80%) | 4.35K Increased by +0.62% | Feb 27, 25 |
| 20 | iShares S&P Small-Cap 600 Value ETF | 703.00K (0.80%) | 600.00 Increased by +0.09% | Apr 30, 25 |