| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 21.64M (11.06%) | -1.09M Decreased by -5.05% | Mar 31, 25 |
| 2 | BlackRock Inc | 17.78M (9.08%) | -367.12K Decreased by -2.06% | Mar 31, 25 |
| 3 | Wellington Shields Capital Mgmt LLC | 14.18M (7.25%) | -1.11K Decreased by -0.01% | Dec 31, 23 |
| 4 | State Street Corp | 9.64M (4.93%) | 515.12K Increased by +5.34% | Mar 31, 25 |
| 5 | State Street Corporation | 9.05M (4.62%) | -242.21K Decreased by -2.68% | Mar 31, 24 |
| 6 | Fuller & Thaler Asset Management Inc | 8.39M (4.29%) | 4.01M Increased by +47.80% | Mar 31, 25 |
| 7 | T. Rowe Price Associates, Inc. | 8.25M (4.22%) | 15.68K Increased by +0.19% | Mar 31, 25 |
| 8 | Charles Schwab Investment Management Inc | 7.45M (3.81%) | 5.44M Increased by +73.00% | Mar 31, 25 |
| 9 | Wellington Shields & Co., LLC | 6.85M (3.50%) | 1.03K Increased by +0.02% | Dec 31, 23 |
| 10 | Cooke & Bieler LP | 5.61M (2.87%) | 159.46K Increased by +2.84% | Mar 31, 25 |
| 11 | Renaissance Technologies Corp | 5.14M (2.62%) | -209.90K Decreased by -4.09% | Mar 31, 25 |
| 12 | Dimensional Fund Advisors, Inc. | 4.82M (2.46%) | 524.39K Increased by +10.87% | Mar 31, 25 |
| 13 | Geode Capital Management, LLC | 4.35M (2.22%) | 131.83K Increased by +3.03% | Mar 31, 25 |
| 14 | First Trust Advisors L.P. | 3.51M (1.79%) | 759.84K Increased by +21.63% | Mar 31, 25 |
| 15 | Southeast Asset Advisors Inc. | 3.07M (1.57%) | -28.20K Decreased by -0.92% | Mar 31, 25 |
| 16 | Wasatch Advisors LP | 3.05M (1.56%) | 217.57K Increased by +7.14% | Mar 31, 25 |
| 17 | Amvescap Plc. | 2.78M (1.42%) | 307.61K Increased by +11.05% | Mar 31, 25 |
| 18 | Bank of New York Mellon Corp | 2.36M (1.21%) | -14.07K Decreased by -0.60% | Mar 31, 25 |
| 19 | Goldman Sachs Group Inc | 2.31M (1.18%) | 1.22M Increased by +52.73% | Dec 31, 23 |
| 20 | BTIM Corp | 2.26M (1.16%) | -1.57M Decreased by -69.47% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 6.40M (3.27%) | 3.34K Increased by +0.05% | Jun 30, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 6.12M (3.12%) | 4.95K Increased by +0.08% | May 31, 25 |
| 3 | Undiscovered Managers Behavioral Val L | 6.08M (3.11%) | 1.50M Increased by +24.72% | May 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 6.02M (3.07%) | 3.70K Increased by +0.06% | Sep 30, 24 |
| 5 | Schwab US Dividend Equity ETF™ | 5.56M (2.84%) | 1.38K Increased by +0.02% | Jun 28, 25 |
| 6 | FullerThaler Behavioral Small-Cap Value | 5.07M (2.59%) | 2.86M Increased by +56.54% | Mar 31, 25 |
| 7 | Vanguard Small Cap Index | 4.79M (2.45%) | 26.13K Increased by +0.55% | May 31, 25 |
| 8 | T. Rowe Price Mid-Cap Value | 4.66M (2.38%) | -5.94K Decreased by -0.13% | Jun 30, 25 |
| 9 | T. Rowe Price US Mid-Cap Value Equity | 4.66M (2.38%) | -9.32K Decreased by -0.20% | Jun 30, 25 |
| 10 | Vanguard Small Cap Value Index Inv | 3.08M (1.57%) | -2.87K Decreased by -0.09% | May 31, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 3.05M (1.56%) | 18.82K Increased by +0.62% | May 31, 25 |
| 12 | FullerThaler Behavioral Sm-Cp Eq R6 | 2.63M (1.34%) | 719.30K Increased by +27.39% | Mar 31, 25 |
| 13 | FullerThaler Behavioral Small-Cap Equity | 2.63M (1.34%) | 719.30K Increased by +27.39% | Mar 31, 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 (1.28%) | 4.61K Increased by +0.18% | Mar 31, 25 |
| 16 | First Trust Value Line® Dividend ETF | 2.33M (1.19%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Vanguard Selected Value Inv | 2.25M (1.15%) | -47.50K Decreased by -2.11% | Mar 31, 25 |
| 18 | SPDR® S&P Dividend ETF | 2.24M (1.15%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | ProShares S&P MidCap 400 Dividend Arst | 1.79M (0.91%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | Wasatch Small Cap Value | 1.56M (0.80%) | 126.38K Increased by +8.11% | Mar 31, 25 |