| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 3.84M (11.02%) | -242.25K Decreased by -6.30% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 3.53M (10.12%) | -25.88K Decreased by -0.73% | Sep 30, 24 |
| 3 | BlackRock Inc | 3.12M (8.96%) | -115.20K Decreased by -3.69% | Sep 30, 24 |
| 4 | Wellington Management Company LLP | 1.55M (4.43%) | 60.09K Increased by +3.89% | Sep 30, 24 |
| 5 | First Trust Advisors L.P. | 1.44M (4.13%) | 409.54K Increased by +28.44% | Sep 30, 24 |
| 6 | LSV Asset Management | 1.21M (3.46%) | 10.20K Increased by +0.85% | Sep 30, 24 |
| 7 | Charles Schwab Investment Management Inc | 1.17M (3.36%) | 42.59K Increased by +3.63% | Sep 30, 24 |
| 8 | Fuller & Thaler Asset Management Inc | 1.15M (3.29%) | -1.34M Decreased by -117.11% | Sep 30, 24 |
| 9 | State Street Corporation | 1.12M (3.22%) | 11.70K Increased by +1.04% | Mar 31, 24 |
| 10 | Pacer Advisors, INC. | 1.12M (3.21%) | -90.88K Decreased by -8.13% | Sep 30, 24 |
| 11 | State Street Corp | 1.12M (3.20%) | -4.87K Decreased by -0.44% | Sep 30, 24 |
| 12 | Dimensional Fund Advisors, Inc. | 1.10M (3.15%) | 36.54K Increased by +3.32% | Sep 30, 24 |
| 13 | Bank of New York Mellon Corp | 997.33K (2.86%) | -514.96K Decreased by -51.63% | Sep 30, 24 |
| 14 | American Century Companies Inc | 924.66K (2.65%) | 167.55K Increased by +18.12% | Sep 30, 24 |
| 15 | DePrince Race & Zollo Inc | 917.38K (2.63%) | -41.51K Decreased by -4.53% | Dec 31, 23 |
| 16 | Shapiro Capital Management Co Inc | 805.58K (2.31%) | -30.41K Decreased by -3.77% | Jun 30, 24 |
| 17 | Harris Associates L.P. | 804.42K (2.31%) | -511.50K Decreased by -63.59% | Sep 30, 24 |
| 18 | AQR Capital Management LLC | 775.03K (2.22%) | 219.46K Increased by +28.32% | Sep 30, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 736.98K (2.11%) | -315.81K Decreased by -42.85% | Sep 30, 24 |
| 20 | BTIM Corp | 643.34K (1.85%) | -414.98K Decreased by -64.50% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.32M (6.67%) | 1.15K Increased by +0.05% | Dec 31, 24 |
| 2 | JPMorgan Mid Cap Value L | 1.77M (5.08%) | 180.71K Increased by +10.21% | Nov 30, 24 |
| 3 | Pacer US Small Cap Cash Cows 100 ETF | 1.67M (4.78%) | -5.42K Decreased by -0.33% | Dec 31, 24 |
| 4 | JPM US Mid Cap Value-Composite | 1.59M (4.56%) | -17.45K Decreased by -1.10% | Jun 30, 24 |
| 5 | JPM US Mid Cap Value-MA | 1.59M (4.56%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | First Trust SMID Cp Rising Div Achv ETF | 1.45M (4.16%) | 3.07K Increased by +0.21% | Dec 30, 24 |
| 7 | Pacer US Cash Cows 100 ETF | 1.18M (3.40%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | iShares Core S&P Mid-Cap ETF | 1.16M (3.33%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 1.07M (3.07%) | 819.00 Increased by +0.08% | Dec 31, 24 |
| 10 | Fuller & Thaler Behavrl Small-Cap Value | 937.86K (2.69%) | -8.38K Decreased by -0.89% | Nov 30, 23 |
| 11 | Schwab US Dividend Equity ETF™ | 917.48K (2.63%) | 969.00 Increased by +0.11% | Dec 31, 24 |
| 12 | Avantis US Small Cap Value ETF | 888.87K (2.55%) | 404.00 Increased by +0.05% | Dec 31, 24 |
| 13 | Vanguard Explorer Inv | 876.63K (2.51%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 14 | Vanguard Small Cap Index | 871.82K (2.50%) | 6.77K Increased by +0.78% | Dec 31, 24 |
| 15 | JPMorgan Value Advantage L | 800.25K (2.30%) | -9.12K Decreased by -1.14% | Sep 30, 24 |
| 16 | UWS BNY Mellon Global Higher Inc B | 594.38K (1.71%) | -170.35K Decreased by -28.66% | Mar 31, 24 |
| 17 | FullerThaler Behavioral Sm-Cp Eq R6 | 592.12K (1.70%) | -423.90K Decreased by -71.59% | Sep 30, 24 |
| 18 | FullerThaler Behavioral Small-Cap Equity | 592.12K (1.70%) | -423.90K Decreased by -71.59% | Sep 30, 24 |
| 19 | Vanguard Small Cap Value Index Inv | 578.81K (1.66%) | -5.67K Decreased by -0.98% | Dec 31, 24 |
| 20 | Vanguard Institutional Extnd Mkt Idx Tr | 550.73K (1.58%) | 10.94K Increased by +1.99% | Dec 31, 24 |