| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.68M (14.04%) | -215.24K Decreased by -2.80% | Jun 30, 25 |
| 2 | PNC Financial Services Group Inc | 6.92M (12.66%) | -102.58K Decreased by -1.48% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 6.25M (11.42%) | 28.57K Increased by +0.46% | Jun 30, 25 |
| 4 | JPMorgan Chase & Co | 2.55M (4.67%) | 1.04M Increased by +40.93% | Jun 30, 25 |
| 5 | State Street Corporation | 2.10M (3.85%) | 34.91K Increased by +1.66% | Mar 31, 24 |
| 6 | State Street Corp | 2.04M (3.74%) | -47.80K Decreased by -2.34% | Jun 30, 25 |
| 7 | Pacer Advisors, INC. | 1.79M (3.27%) | 44.29K Increased by +2.48% | Dec 31, 24 |
| 8 | Geode Capital Management, LLC | 1.62M (2.97%) | 32.63K Increased by +2.01% | Jun 30, 25 |
| 9 | Cullen Capital Management, LLC | 1.56M (2.85%) | -330.08K Decreased by -21.18% | Mar 31, 25 |
| 10 | Amvescap Plc. | 1.24M (2.27%) | 436.25K Increased by +35.13% | Jun 30, 25 |
| 11 | Dimensional Fund Advisors, Inc. | 1.24M (2.26%) | -12.90K Decreased by -1.04% | Jun 30, 25 |
| 12 | Macquarie Group Ltd | 1.18M (2.16%) | 31.12K Increased by +2.64% | Jun 30, 25 |
| 13 | Capital World Investors | 1.18M (2.15%) | 100.00K Increased by +8.50% | Jun 30, 25 |
| 14 | Morgan Stanley - Brokerage Accounts | 1.16M (2.12%) | 146.14K Increased by +12.58% | Jun 30, 25 |
| 15 | Northern Trust Corp | 1.13M (2.06%) | -7.72K Decreased by -0.69% | Jun 30, 25 |
| 16 | Fuller & Thaler Asset Management Inc | 1.12M (2.05%) | 31.48K Increased by +2.80% | Jun 30, 25 |
| 17 | UBS Group AG | 1.01M (1.84%) | 559.64K Increased by +55.50% | Jun 30, 25 |
| 18 | FMR Inc | 996.67K (1.82%) | -971.19K Decreased by -97.44% | Jun 30, 25 |
| 19 | Ameriprise Financial Inc | 992.35K (1.82%) | -315.57K Decreased by -31.80% | Jun 30, 25 |
| 20 | First Trust Advisors L.P. | 970.00K (1.77%) | -8.06K Decreased by -0.83% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.97M (5.44%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Schafer Cullen Emerging Mkts High Div | 2.46M (4.50%) | -1.82M Decreased by -73.82% | Sep 30, 24 |
| 3 | Vanguard US Total Market Shares ETF | 1.77M (3.24%) | 1.50K Increased by +0.08% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.74M (3.18%) | -36.61K Decreased by -2.10% | Jul 31, 25 |
| 5 | Vanguard Small Cap Index | 1.35M (2.47%) | -9.40K Decreased by -0.70% | Jul 31, 25 |
| 6 | iShares Russell 2000 ETF | 1.33M (2.43%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 7 | American Funds SMALLCAP World A | 1.18M (2.15%) | 100.00K Increased by +8.50% | Jun 30, 25 |
| 8 | FullerThaler Behavioral Sm-Cp Eq R6 | 1.07M (1.95%) | 30.70K Increased by +2.87% | Jun 30, 25 |
| 9 | FullerThaler Behavioral Small-Cap Equity | 1.07M (1.95%) | 30.70K Increased by +2.87% | Jun 30, 25 |
| 10 | First Trust SMID Cp Rising Div Achv ETF | 948.62K (1.74%) | 1.01K Increased by +0.11% | Aug 28, 25 |
| 11 | Delaware Small Cap Core I | 922.34K (1.69%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 12 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 895.87K (1.64%) | -348.80K Decreased by -38.93% | Sep 30, 23 |
| 13 | Fuller & Thaler Behavioral Small-Cap Eq | 895.87K (1.64%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Macquarie Small Cap Core I | 895.43K (1.64%) | -67.26K Decreased by -7.51% | Jul 31, 25 |
| 15 | Vanguard Small Cap Value Index Inv | 869.34K (1.59%) | 3.09K Increased by +0.35% | Jul 31, 25 |
| 16 | Delaware US Small Cap Core Equity (SMA) | 807.30K (1.48%) | 266.19K Increased by +32.97% | Mar 31, 24 |
| 17 | Macquarie US Small Cap Core Equity | 807.30K (1.48%) | 266.19K Increased by +32.97% | Mar 31, 24 |
| 18 | JPM Large Cap Value - MA | 724.08K (1.32%) | 439.53K Increased by +60.70% | Jun 30, 25 |
| 19 | JPM US Large Cap Value-Composite | 724.08K (1.32%) | 439.53K Increased by +60.70% | Jun 30, 25 |
| 20 | JPMorgan Large Cap Value I | 716.64K (1.31%) | -7.44K Decreased by -1.04% | Jul 31, 25 |