| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 9.39M (13.16%) | -596.90K Decreased by -6.36% | Dec 31, 24 |
| 2 | BlackRock Inc | 7.29M (10.21%) | -50.28K Decreased by -0.69% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 4.40M (6.16%) | -204.20K Decreased by -4.64% | Dec 31, 24 |
| 4 | First Trust Advisors L.P. | 4.13M (5.79%) | 487.80K Increased by +11.80% | Dec 31, 24 |
| 5 | State Street Corporation | 3.38M (4.74%) | -255.05K Decreased by -7.54% | Mar 31, 24 |
| 6 | State Street Corp | 3.36M (4.71%) | 96.47K Increased by +2.87% | Dec 31, 24 |
| 7 | Dodge & Cox | 3.07M (4.30%) | -1.10M Decreased by -35.90% | Dec 31, 23 |
| 8 | Goldman Sachs Group Inc | 2.42M (3.40%) | 271.54K Increased by +11.20% | Dec 31, 24 |
| 9 | HSBC Holdings PLC | 2.10M (2.95%) | -131.96K Decreased by -6.28% | Dec 31, 24 |
| 10 | Geode Capital Management, LLC | 2.10M (2.94%) | 13.36K Increased by +0.64% | Dec 31, 24 |
| 11 | American Century Companies Inc | 1.56M (2.18%) | -3.37K Decreased by -0.22% | Dec 31, 24 |
| 12 | Donald Smith & Co Inc | 1.56M (2.18%) | -444.11K Decreased by -28.52% | Dec 31, 24 |
| 13 | Morgan Stanley - Brokerage Accounts | 1.49M (2.09%) | -124.82K Decreased by -8.37% | Dec 31, 24 |
| 14 | Arrowstreet Capital Limited Partnership | 1.43M (2.01%) | -16.43K Decreased by -1.15% | Dec 31, 24 |
| 15 | EJF Capital LLC | 1.32M (1.85%) | -3.66K Decreased by -0.28% | Sep 30, 23 |
| 16 | T. Rowe Price Associates, Inc. | 1.27M (1.78%) | -1.19M Decreased by -93.85% | Jun 30, 24 |
| 17 | Ruffer LLP | 1.18M (1.65%) | -220.00K Decreased by -18.67% | Dec 31, 23 |
| 18 | NORGES BANK | 1.13M (1.59%) | 8.09K Increased by +0.71% | Dec 31, 24 |
| 19 | Jacobs Levy Equity Management, Inc. | 1.08M (1.52%) | 4.99K Increased by +0.46% | Dec 31, 24 |
| 20 | Charles Schwab Investment Management Inc | 1.08M (1.51%) | 28.34K Increased by +2.63% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.71M (6.59%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 2 | First Trust Rising Dividend Achiev ETF | 3.08M (4.32%) | 5.49K Increased by +0.18% | Feb 27, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.22M (3.10%) | 1.41K Increased by +0.06% | Feb 28, 25 |
| 4 | Vanguard Small Cap Index | 1.79M (2.51%) | 1.49K Increased by +0.08% | Feb 28, 25 |
| 5 | iShares Russell 2000 ETF | 1.72M (2.41%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 6 | Dodge & Cox Global Stock I | 1.67M (2.34%) | -738.74K Decreased by -44.17% | Dec 31, 23 |
| 7 | Donald Smith & Co. All Eq Accounts Comp | 1.54M (2.16%) | -439.56K Decreased by -28.46% | Dec 31, 24 |
| 8 | Avantis US Small Cap Value ETF | 1.24M (1.73%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 9 | Vanguard Small Cap Value Index Inv | 1.18M (1.65%) | -4.43K Decreased by -0.38% | Feb 28, 25 |
| 10 | DFA US Small Cap Value I | 1.14M (1.60%) | -57.11K Decreased by -4.99% | Jan 31, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 1.12M (1.57%) | 309.00 Increased by +0.03% | Feb 28, 25 |
| 12 | First Trust SMID Cp Rising Div Achv ETF | 996.87K (1.40%) | 2.13K Increased by +0.21% | Feb 27, 25 |
| 13 | BGF World Financials A2 | 970.44K (1.36%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Vanguard Equity-Income Inv | 950.44K (1.33%) | -206.54K Decreased by -21.73% | Dec 31, 24 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 825.52K (1.16%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 16 | Dodge & Cox Worldwide Global Stk USD Acc | 820.98K (1.15%) | -199.81K Decreased by -24.34% | Dec 31, 23 |
| 17 | Fidelity® Small Cap Index | 804.15K (1.13%) | 25.69K Increased by +3.19% | Oct 31, 23 |
| 18 | Fidelity Small Cap Index | 752.89K (1.06%) | -20.89K Decreased by -2.78% | Dec 31, 24 |
| 19 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 742.42K (1.04%) | -162.74K Decreased by -21.92% | Mar 31, 24 |
| 20 | Donald Smith & Co. Md-Cap Val Eq | 733.00K (1.03%) | -73.00K Decreased by -9.96% | Sep 30, 24 |