| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 21.38M (10.90%) | -266.41K Decreased by -1.25% | Jun 30, 25 |
| 2 | BlackRock Inc | 18.36M (9.36%) | 578.08K Increased by +3.15% | Jun 30, 25 |
| 3 | Wellington Shields Capital Mgmt LLC | 14.18M (7.23%) | -1.11K Decreased by -0.01% | Dec 31, 23 |
| 4 | Fuller & Thaler Asset Management Inc | 12.89M (6.57%) | 4.50M Increased by +34.89% | Jun 30, 25 |
| 5 | State Street Corp | 10.25M (5.22%) | 602.92K Increased by +5.88% | Jun 30, 25 |
| 6 | State Street Corporation | 9.05M (4.61%) | -242.21K Decreased by -2.68% | Mar 31, 24 |
| 7 | T. Rowe Price Associates, Inc. | 8.28M (4.22%) | 30.11K Increased by +0.36% | Jun 30, 25 |
| 8 | Charles Schwab Investment Management Inc | 7.70M (3.93%) | 251.92K Increased by +3.27% | Jun 30, 25 |
| 9 | Wellington Shields & Co., LLC | 6.85M (3.49%) | 1.03K Increased by +0.02% | Dec 31, 23 |
| 10 | Renaissance Technologies Corp | 5.84M (2.98%) | 702.92K Increased by +12.04% | Jun 30, 25 |
| 11 | Cooke & Bieler LP | 5.59M (2.85%) | -22.23K Decreased by -0.40% | Jun 30, 25 |
| 12 | UBS Group AG | 5.31M (2.71%) | 3.54M Increased by +66.74% | Jun 30, 25 |
| 13 | Dimensional Fund Advisors, Inc. | 5.22M (2.66%) | 392.73K Increased by +7.53% | Jun 30, 25 |
| 14 | Geode Capital Management, LLC | 4.35M (2.22%) | -1.76K Decreased by -0.04% | Jun 30, 25 |
| 15 | First Trust Advisors L.P. | 3.85M (1.96%) | 337.40K Increased by +8.76% | Jun 30, 25 |
| 16 | Southeast Asset Advisors Inc. | 2.98M (1.52%) | -94.37K Decreased by -3.17% | Jun 30, 25 |
| 17 | Amvescap Plc. | 2.91M (1.48%) | 127.67K Increased by +4.39% | Jun 30, 25 |
| 18 | Wasatch Advisors LP | 2.55M (1.30%) | -494.66K Decreased by -19.37% | Jun 30, 25 |
| 19 | Morgan Stanley - Brokerage Accounts | 2.55M (1.30%) | 539.70K Increased by +21.20% | Jun 30, 25 |
| 20 | BTIM Corp | 2.42M (1.24%) | 164.19K Increased by +6.77% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Undiscovered Managers Behavioral Val L | 8.92M (4.55%) | 579.00K Increased by +6.49% | Jul 31, 25 |
| 2 | FullerThaler Behavioral Small-Cap Value | 8.69M (4.43%) | 2.35M Increased by +27.04% | Jun 30, 25 |
| 3 | iShares Core S&P Mid-Cap ETF | 6.39M (3.26%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 6.02M (3.07%) | 3.70K Increased by +0.06% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 6.01M (3.07%) | -128.66K Decreased by -2.14% | Jul 31, 25 |
| 6 | Schwab US Dividend Equity ETF™ | 5.59M (2.85%) | 1.18K Increased by +0.02% | Aug 30, 25 |
| 7 | T. Rowe Price US Mid-Cap Value Equity | 4.66M (2.38%) | -9.32K Decreased by -0.20% | Jun 30, 25 |
| 8 | T. Rowe Price Mid-Cap Value | 4.65M (2.37%) | -7.02K Decreased by -0.15% | Jul 31, 25 |
| 9 | Vanguard Small Cap Index | 4.61M (2.35%) | -30.82K Decreased by -0.67% | Jul 31, 25 |
| 10 | Vanguard Small Cap Value Index Inv | 2.97M (1.52%) | 10.21K Increased by +0.34% | Jul 31, 25 |
| 11 | FullerThaler Behavioral Sm-Cp Eq R6 | 2.63M (1.34%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | FullerThaler Behavioral Small-Cap Equity | 2.63M (1.34%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | First Trust Value Line® Dividend ETF | 2.58M (1.31%) | 651.00 Increased by +0.03% | Aug 28, 25 |
| 14 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 2.51M (1.28%) | 9.32K Increased by +0.37% | Jun 30, 25 |
| 15 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 2.50M (1.27%) | 4.61K Increased by +0.18% | Mar 31, 25 |
| 16 | Vanguard Selected Value Inv | 2.21M (1.13%) | -37.60K Decreased by -1.70% | Jun 30, 25 |
| 17 | ProShares S&P MidCap 400 Dividend Arst | 2.16M (1.10%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 18 | Vanguard Institutional Extnd Mkt Idx Tr | 2.11M (1.08%) | -908.05K Decreased by -43.02% | Jul 31, 25 |
| 19 | SPDR® S&P Dividend ETF | 2.08M (1.06%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 20 | SPDR® S&P MIDCAP 400 ETF Trust | 1.50M (0.77%) | -37.63K Decreased by -2.50% | Jul 31, 25 |