| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.44M (12.78%) | 1.32M Increased by +29.67% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 3.90M (11.21%) | 366.29K Increased by +9.40% | Dec 31, 24 |
| 3 | JPMorgan Chase & Co | 2.86M (8.22%) | -4.83M Decreased by -168.86% | Dec 31, 24 |
| 4 | Pacer Advisors, INC. | 2.85M (8.20%) | 1.73M Increased by +60.78% | Dec 31, 24 |
| 5 | First Trust Advisors L.P. | 1.92M (5.52%) | 479.96K Increased by +25.00% | Dec 31, 24 |
| 6 | AQR Capital Management LLC | 1.74M (5.00%) | 964.49K Increased by +55.45% | Dec 31, 24 |
| 7 | UBS Group AG | 1.61M (4.64%) | 1.47M Increased by +91.15% | Dec 31, 24 |
| 8 | Wellington Management Company LLP | 1.55M (4.45%) | 60.09K Increased by +3.89% | Sep 30, 24 |
| 9 | State Street Corp | 1.25M (3.60%) | 137.69K Increased by +10.99% | Dec 31, 24 |
| 10 | Dimensional Fund Advisors, Inc. | 1.25M (3.59%) | 149.06K Increased by +11.94% | Dec 31, 24 |
| 11 | Charles Schwab Investment Management Inc | 1.25M (3.58%) | 74.13K Increased by +5.95% | Dec 31, 24 |
| 12 | LSV Asset Management | 1.15M (3.30%) | -61.00K Decreased by -5.32% | Dec 31, 24 |
| 13 | D. E. Shaw & Co LP | 1.13M (3.24%) | 584.85K Increased by +51.92% | Dec 31, 24 |
| 14 | State Street Corporation | 1.12M (3.23%) | 11.70K Increased by +1.04% | Mar 31, 24 |
| 15 | American Century Companies Inc | 1.07M (3.07%) | 142.51K Increased by +13.35% | Dec 31, 24 |
| 16 | Fuller & Thaler Asset Management Inc | 1.03M (2.98%) | -111.69K Decreased by -10.80% | Dec 31, 24 |
| 17 | DePrince Race & Zollo Inc | 917.38K (2.64%) | -41.51K Decreased by -4.53% | Dec 31, 23 |
| 18 | RWWM Inc | 892.88K (2.57%) | 339.88K Increased by +38.07% | Dec 31, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 835.21K (2.40%) | 98.23K Increased by +11.76% | Dec 31, 24 |
| 20 | Bank of New York Mellon Corp | 810.16K (2.33%) | -187.17K Decreased by -23.10% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.31M (6.64%) | -588.00 Decreased by -0.03% | Feb 28, 25 |
| 2 | JPM US Mid Cap Value-MA | 1.77M (5.09%) | 180.71K Increased by +10.21% | Dec 31, 24 |
| 3 | JPMorgan Mid Cap Value L | 1.77M (5.09%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 4 | JPM US Mid Cap Value-Composite | 1.59M (4.57%) | -17.45K Decreased by -1.10% | Jun 30, 24 |
| 5 | First Trust SMID Cp Rising Div Achv ETF | 1.58M (4.55%) | 3.39K Increased by +0.21% | Feb 27, 25 |
| 6 | Pacer US Small Cap Cash Cows 100 ETF | 1.44M (4.14%) | -10.46K Decreased by -0.73% | Feb 28, 25 |
| 7 | Pacer US Cash Cows 100 ETF | 1.19M (3.41%) | 1.74K Increased by +0.15% | Feb 28, 25 |
| 8 | iShares Core S&P Mid-Cap ETF | 1.16M (3.34%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 1.07M (3.08%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 10 | Avantis US Small Cap Value ETF | 959.32K (2.76%) | 2.71K Increased by +0.28% | Feb 28, 25 |
| 11 | Schwab US Dividend Equity ETF™ | 948.86K (2.73%) | 779.00 Increased by +0.08% | Feb 28, 25 |
| 12 | Fuller & Thaler Behavrl Small-Cap Value | 937.86K (2.70%) | -8.38K Decreased by -0.89% | Nov 30, 23 |
| 13 | Vanguard Explorer Inv | 876.63K (2.52%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 14 | Vanguard Small Cap Index | 874.10K (2.51%) | 714.00 Increased by +0.08% | Feb 28, 25 |
| 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%) | 0.00 Increased by 0.00% | Dec 31, 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 | 575.24K (1.65%) | -2.49K Decreased by -0.43% | Feb 28, 25 |
| 20 | Vanguard Institutional Extnd Mkt Idx Tr | 551.62K (1.59%) | 752.00 Increased by +0.14% | Feb 28, 25 |