| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 22.74M (11.62%) | 518.75K Increased by +2.28% | Dec 31, 24 |
| 2 | BlackRock Inc | 18.15M (9.27%) | -79.66K Decreased by -0.44% | Dec 31, 24 |
| 3 | Wellington Shields Capital Mgmt LLC | 14.18M (7.24%) | -1.11K Decreased by -0.01% | Dec 31, 23 |
| 4 | State Street Corp | 9.13M (4.66%) | 449.09K Increased by +4.92% | Dec 31, 24 |
| 5 | State Street Corporation | 9.05M (4.62%) | -242.21K Decreased by -2.68% | Mar 31, 24 |
| 6 | T. Rowe Price Associates, Inc. | 8.24M (4.21%) | -197.78K Decreased by -2.40% | Dec 31, 24 |
| 7 | Wellington Shields & Co., LLC | 6.85M (3.50%) | 1.03K Increased by +0.02% | Dec 31, 23 |
| 8 | Cooke & Bieler LP | 5.45M (2.79%) | -84.66K Decreased by -1.55% | Dec 31, 24 |
| 9 | Renaissance Technologies Corp | 5.35M (2.73%) | -430.90K Decreased by -8.06% | Dec 31, 24 |
| 10 | Fuller & Thaler Asset Management Inc | 4.38M (2.24%) | 965.10K Increased by +22.03% | Dec 31, 24 |
| 11 | Dimensional Fund Advisors, Inc. | 4.30M (2.20%) | 428.96K Increased by +9.98% | Dec 31, 24 |
| 12 | Geode Capital Management, LLC | 4.22M (2.16%) | 60.87K Increased by +1.44% | Dec 31, 24 |
| 13 | BTIM Corp | 3.83M (1.96%) | -7.53K Decreased by -0.20% | Dec 31, 24 |
| 14 | Southeast Asset Advisors Inc. | 3.10M (1.58%) | -283.18K Decreased by -9.13% | Dec 31, 24 |
| 15 | Wasatch Advisors LP | 2.83M (1.45%) | 2.83M Increased by +100.00% | Dec 31, 24 |
| 16 | First Trust Advisors L.P. | 2.75M (1.41%) | 221.86K Increased by +8.06% | Dec 31, 24 |
| 17 | Amvescap Plc. | 2.48M (1.26%) | 623.80K Increased by +25.20% | Dec 31, 24 |
| 18 | Bank of New York Mellon Corp | 2.38M (1.21%) | -381.00 Decreased by -0.02% | Dec 31, 24 |
| 19 | Goldman Sachs Group Inc | 2.31M (1.18%) | 1.22M Increased by +52.73% | Dec 31, 23 |
| 20 | Macquarie Group Ltd | 2.08M (1.06%) | 316.27K Increased by +15.24% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 6.37M (3.25%) | 4.78K Increased by +0.08% | Feb 28, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 5.99M (3.06%) | 4.09K Increased by +0.07% | Feb 28, 25 |
| 3 | Vanguard Small Cap Index | 4.84M (2.47%) | 3.98K Increased by +0.08% | Feb 28, 25 |
| 4 | T. Rowe Price US Mid-Cap Value Equity | 4.68M (2.39%) | -87.95K Decreased by -1.88% | Dec 31, 24 |
| 5 | T. Rowe Price Mid-Cap Value | 4.67M (2.39%) | -3.46K Decreased by -0.07% | Jan 31, 25 |
| 6 | Undiscovered Managers Behavioral Val L | 4.37M (2.23%) | 2.27M Increased by +51.94% | Jan 31, 25 |
| 7 | Vanguard Small Cap Value Index Inv | 3.19M (1.63%) | -10.37K Decreased by -0.33% | Feb 28, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 2.96M (1.51%) | 3.55K Increased by +0.12% | Feb 28, 25 |
| 9 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 2.50M (1.27%) | 14.55K Increased by +0.58% | Dec 31, 24 |
| 10 | Vanguard Selected Value Inv | 2.30M (1.17%) | -33.10K Decreased by -1.44% | Dec 31, 24 |
| 11 | SPDR® S&P Dividend ETF | 2.25M (1.15%) | -2.27K Decreased by -0.10% | Feb 28, 25 |
| 12 | FullerThaler Behavioral Small-Cap Value | 2.20M (1.12%) | 458.50K Increased by +20.82% | Dec 31, 24 |
| 13 | First Trust Value Line® Dividend ETF | 2.16M (1.10%) | -5.20K Decreased by -0.24% | Feb 27, 25 |
| 14 | FullerThaler Behavioral Sm-Cp Eq R6 | 1.91M (0.97%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | FullerThaler Behavioral Small-Cap Equity | 1.91M (0.97%) | 130.70K Increased by +6.85% | Sep 30, 24 |
| 16 | SPDR® S&P MIDCAP 400 ETF Trust | 1.58M (0.81%) | 15.05K Increased by +0.95% | Feb 28, 25 |
| 17 | ProShares S&P MidCap 400 Dividend Arst | 1.50M (0.77%) | -768.00 Decreased by -0.05% | Feb 28, 25 |
| 18 | Delaware Small Cap Value A | 1.50M (0.77%) | 199.17K Increased by +13.25% | Sep 30, 24 |
| 19 | Wasatch Small Cap Value | 1.43M (0.73%) | 1.43M Increased by +100.00% | Dec 31, 24 |
| 20 | iShares S&P Mid-Cap 400 Value ETF | 1.17M (0.60%) | -854.00 Decreased by -0.07% | Feb 28, 25 |