| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 20.71M (12.26%) | -1.14M Decreased by -5.53% | Jun 30, 24 |
| 2 | BlackRock Inc | 16.27M (9.63%) | -332.54K Decreased by -2.04% | Jun 30, 24 |
| 3 | Morgan Stanley - Brokerage Accounts | 7.82M (4.63%) | -968.63K Decreased by -12.39% | Jun 30, 24 |
| 4 | State Street Corporation | 6.40M (3.79%) | -2.54K Decreased by -0.04% | Mar 31, 24 |
| 5 | State Street Corp | 6.15M (3.64%) | -252.63K Decreased by -4.11% | Jun 30, 24 |
| 6 | Massachusetts Financial Services Company | 4.76M (2.82%) | 193.03K Increased by +4.05% | Sep 30, 24 |
| 7 | Dodge & Cox | 4.28M (2.53%) | -58.70K Decreased by -1.37% | Sep 30, 23 |
| 8 | Principal Financial Group Inc | 3.31M (1.96%) | 223.13K Increased by +6.74% | Sep 30, 24 |
| 9 | Apg All Pensions Group | 3.22M (1.91%) | -178.41K Decreased by -5.53% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 3.22M (1.91%) | -137.51K Decreased by -4.27% | Jun 30, 24 |
| 11 | Jacobs Levy Equity Management, Inc. | 3.16M (1.87%) | 1.10M Increased by +34.79% | Sep 30, 23 |
| 12 | Citadel Advisors Llc | 3.00M (1.77%) | 2.85M Increased by +95.08% | Jun 30, 24 |
| 13 | Dimensional Fund Advisors, Inc. | 2.82M (1.67%) | -8.81K Decreased by -0.31% | Sep 30, 24 |
| 14 | HSBC Holdings PLC | 2.76M (1.64%) | -843.66K Decreased by -30.53% | Jun 30, 24 |
| 15 | Northern Trust Corp | 2.64M (1.56%) | -130.16K Decreased by -4.94% | Sep 30, 24 |
| 16 | LSV Asset Management | 2.57M (1.52%) | -16.92K Decreased by -0.66% | Sep 30, 24 |
| 17 | Bank of New York Mellon Corp | 2.25M (1.33%) | 31.23K Increased by +1.39% | Jun 30, 24 |
| 18 | AQR Capital Management LLC | 2.15M (1.27%) | 711.95K Increased by +33.10% | Jun 30, 24 |
| 19 | Two Sigma Advisers, LLC | 2.15M (1.27%) | 477.00K Increased by +22.21% | Jun 30, 24 |
| 20 | Charles Schwab Investment Management Inc | 2.12M (1.26%) | -7.66K Decreased by -0.36% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 10.80M (6.39%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 5.43M (3.21%) | -11.27K Decreased by -0.21% | Oct 31, 24 |
| 3 | Vanguard Small Cap Index | 4.27M (2.53%) | 8.35K Increased by +0.20% | Oct 31, 24 |
| 4 | Vanguard Small Cap Value Index Inv | 2.88M (1.71%) | -996.00 Decreased by -0.03% | Oct 31, 24 |
| 5 | MFS Mid Cap Value A | 2.80M (1.66%) | -11.53K Decreased by -0.41% | Sep 30, 24 |
| 6 | MFS Mid Cap Value Equity | 2.80M (1.66%) | -11.53K Decreased by -0.41% | Sep 30, 24 |
| 7 | Dodge & Cox Stock I | 2.78M (1.65%) | 2.77M Increased by +99.43% | Sep 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 2.52M (1.49%) | -71.47K Decreased by -2.84% | Sep 30, 24 |
| 9 | iShares S&P Small-Cap 600 Value ETF | 1.76M (1.04%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 10 | HGK Fixed Income Pension Co | 1.67M (0.99%) | 1.67M Increased by +100.00% | Mar 31, 24 |
| 11 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 1.51M (0.89%) | 11.36K Increased by +0.75% | Oct 31, 24 |
| 12 | SPDR® Portfolio S&P 600 Sm Cap ETF | 1.50M (0.89%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 13 | Invesco High Yield Eq Div Achiev™ ETF | 1.42M (0.84%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 14 | Vanguard Tax-Managed Small Cap Adm | 1.18M (0.70%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 1.05M (0.62%) | -37.50K Decreased by -3.58% | Oct 31, 24 |
| 16 | Fidelity Extended Market Index | 990.79K (0.59%) | -30.73K Decreased by -3.10% | Sep 30, 24 |
| 17 | SPDR® S&P 600 Small Cap Value ETF | 984.74K (0.58%) | 2.14K Increased by +0.22% | Oct 31, 24 |
| 18 | Fidelity® Extended Market Index | 919.75K (0.54%) | -15.47K Decreased by -1.68% | Nov 30, 23 |
| 19 | Principal SmallCap R5 | 881.80K (0.52%) | 144.60K Increased by +16.40% | Sep 30, 24 |
| 20 | Principal U.S. Small Cap Equity | 881.80K (0.52%) | 273.30K Increased by +30.99% | Sep 30, 24 |