| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 9.39M (13.34%) | -596.90K Decreased by -6.36% | Dec 31, 24 |
| 2 | BlackRock Inc | 7.29M (10.35%) | -50.28K Decreased by -0.69% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 4.40M (6.25%) | -204.20K Decreased by -4.64% | Dec 31, 24 |
| 4 | First Trust Advisors L.P. | 4.13M (5.87%) | 487.80K Increased by +11.80% | Dec 31, 24 |
| 5 | State Street Corporation | 3.38M (4.80%) | -255.05K Decreased by -7.54% | Mar 31, 24 |
| 6 | State Street Corp | 3.36M (4.78%) | 96.47K Increased by +2.87% | Dec 31, 24 |
| 7 | Dodge & Cox | 3.07M (4.36%) | -1.10M Decreased by -35.90% | Dec 31, 23 |
| 8 | Goldman Sachs Group Inc | 2.42M (3.44%) | 271.54K Increased by +11.20% | Dec 31, 24 |
| 9 | HSBC Holdings PLC | 2.10M (2.99%) | -131.96K Decreased by -6.28% | Dec 31, 24 |
| 10 | Geode Capital Management, LLC | 2.10M (2.98%) | 13.36K Increased by +0.64% | Dec 31, 24 |
| 11 | American Century Companies Inc | 1.56M (2.21%) | -3.37K Decreased by -0.22% | Dec 31, 24 |
| 12 | Donald Smith & Co Inc | 1.56M (2.21%) | -444.11K Decreased by -28.52% | Dec 31, 24 |
| 13 | Morgan Stanley - Brokerage Accounts | 1.49M (2.12%) | -124.82K Decreased by -8.37% | Dec 31, 24 |
| 14 | Arrowstreet Capital Limited Partnership | 1.43M (2.03%) | -16.43K Decreased by -1.15% | Dec 31, 24 |
| 15 | EJF Capital LLC | 1.32M (1.87%) | -3.66K Decreased by -0.28% | Sep 30, 23 |
| 16 | T. Rowe Price Associates, Inc. | 1.27M (1.81%) | -1.19M Decreased by -93.85% | Jun 30, 24 |
| 17 | Ruffer LLP | 1.18M (1.67%) | -220.00K Decreased by -18.67% | Dec 31, 23 |
| 18 | NORGES BANK | 1.13M (1.61%) | 8.09K Increased by +0.71% | Dec 31, 24 |
| 19 | Jacobs Levy Equity Management, Inc. | 1.08M (1.54%) | 4.99K Increased by +0.46% | Dec 31, 24 |
| 20 | Charles Schwab Investment Management Inc | 1.08M (1.53%) | 28.34K Increased by +2.63% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 8.93M (12.69%) | 6.55M Increased by +73.27% | Sep 30, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 4.51M (6.40%) | -2.00K Decreased by -0.04% | Apr 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.16M (3.07%) | -56.41K Decreased by -2.61% | Mar 31, 25 |
| 4 | Vanguard Small Cap Index | 1.72M (2.45%) | -69.42K Decreased by -4.03% | Mar 31, 25 |
| 5 | iShares Russell 2000 ETF | 1.68M (2.39%) | 0.00 Increased by 0.00% | Apr 29, 25 |
| 6 | Dodge & Cox Global Stock I | 1.67M (2.38%) | -738.74K Decreased by -44.17% | Dec 31, 23 |
| 7 | Donald Smith & Co. All Eq Accounts Comp | 1.65M (2.35%) | 107.36K Increased by +6.50% | Mar 31, 25 |
| 8 | Avantis US Small Cap Value ETF | 1.17M (1.66%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 9 | Vanguard Equity-Income Inv | 1.13M (1.61%) | 184.12K Increased by +16.23% | Mar 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 1.13M (1.61%) | 12.62K Increased by +1.11% | Mar 31, 25 |
| 11 | Vanguard Small Cap Value Index Inv | 1.12M (1.59%) | -63.20K Decreased by -5.66% | Mar 31, 25 |
| 12 | DFA US Small Cap Value I | 1.05M (1.49%) | -13.76K Decreased by -1.31% | Mar 31, 25 |
| 13 | First Trust SMID Cp Rising Div Achv ETF | 996.87K (1.42%) | 2.13K Increased by +0.21% | Feb 27, 25 |
| 14 | BGF World Financials A2 | 970.44K (1.38%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Dodge & Cox Worldwide Global Stk USD Acc | 820.98K (1.17%) | -199.81K Decreased by -24.34% | Dec 31, 23 |
| 16 | Fidelity® Small Cap Index | 804.15K (1.14%) | 25.69K Increased by +3.19% | Oct 31, 23 |
| 17 | First Trust Rising Dividend Achiev ETF | 754.88K (1.07%) | 810.00 Increased by +0.11% | Apr 30, 25 |
| 18 | Fidelity Small Cap Index | 742.85K (1.05%) | 3.80K Increased by +0.51% | Feb 28, 25 |
| 19 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 742.42K (1.05%) | -162.74K Decreased by -21.92% | Mar 31, 24 |
| 20 | Donald Smith & Co. Md-Cap Val Eq | 733.00K (1.04%) | -73.00K Decreased by -9.96% | Sep 30, 24 |