| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 16.25M (13.55%) | 527.68K Increased by +3.25% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 12.72M (10.61%) | -1.54K Decreased by -0.01% | Dec 31, 24 |
| 3 | State Street Corporation | 9.16M (7.64%) | 779.81K Increased by +8.51% | Mar 31, 24 |
| 4 | State Street Corp | 6.99M (5.83%) | 304.71K Increased by +4.36% | Dec 31, 24 |
| 5 | T. Rowe Price Associates, Inc. | 6.54M (5.45%) | 2.01M Increased by +30.68% | Dec 31, 24 |
| 6 | UBS Group AG | 5.34M (4.45%) | 4.33M Increased by +81.05% | Dec 31, 24 |
| 7 | Cooperman Leon G | 3.60M (3.00%) | 135.00K Increased by +3.75% | Dec 31, 24 |
| 8 | Bank of America Corp | 3.23M (2.69%) | 452.23K Increased by +14.01% | Dec 31, 24 |
| 9 | Morgan Stanley - Brokerage Accounts | 2.45M (2.04%) | 242.25K Increased by +9.88% | Dec 31, 24 |
| 10 | Victory Capital Management Inc. | 2.43M (2.03%) | 73.30K Increased by +3.01% | Dec 31, 24 |
| 11 | Dimensional Fund Advisors, Inc. | 2.21M (1.84%) | 176.12K Increased by +7.98% | Dec 31, 24 |
| 12 | Amvescap Plc. | 2.12M (1.77%) | 7.45K Increased by +0.35% | Dec 31, 24 |
| 13 | Geode Capital Management, LLC | 1.95M (1.63%) | -37.04K Decreased by -1.90% | Dec 31, 24 |
| 14 | Van Eck Associates Corporation | 1.89M (1.58%) | -434.15K Decreased by -22.95% | Dec 31, 24 |
| 15 | Sourcerock Group LLC | 1.79M (1.50%) | 65.81K Increased by +3.67% | Sep 30, 24 |
| 16 | Ameriprise Financial Inc | 1.67M (1.39%) | -154.91K Decreased by -9.26% | Dec 31, 24 |
| 17 | Bank of New York Mellon Corp | 1.63M (1.36%) | -163.57K Decreased by -10.02% | Dec 31, 24 |
| 18 | Qvt Financial LP | 1.53M (1.28%) | -1.96M Decreased by -128.14% | Dec 31, 24 |
| 19 | Baillie Gifford & Co Limited. | 1.48M (1.24%) | -1.28M Decreased by -86.08% | Dec 31, 24 |
| 20 | First Trust Advisors L.P. | 1.45M (1.21%) | 126.61K Increased by +8.70% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 7.47M (6.23%) | 4.45K Increased by +0.06% | Mar 31, 25 |
| 2 | iShares Core S&P Mid-Cap ETF | 4.17M (3.48%) | 6.91K Increased by +0.17% | Jun 28, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 4.13M (3.44%) | 465.04K Increased by +11.26% | Mar 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 3.68M (3.07%) | -351.21K Decreased by -9.54% | Sep 30, 24 |
| 5 | Vanguard Small Cap Index | 3.26M (2.72%) | 343.36K Increased by +10.53% | Mar 31, 25 |
| 6 | SPDR® S&P Metals and Mining ETF | 2.86M (2.39%) | -2.49K Decreased by -0.09% | Mar 31, 25 |
| 7 | T. Rowe Price Real Assets Tr I-D | 2.01M (1.67%) | 111.85K Increased by +5.57% | Dec 31, 24 |
| 8 | Invesco Small Cap Value A | 2.00M (1.66%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 9 | T. Rowe Price Integrated US Sm Gr Eq | 1.90M (1.58%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | T. Rowe Price Integrated US SmCapGrEq | 1.90M (1.58%) | -1.22M Decreased by -64.52% | Mar 31, 25 |
| 11 | Jupiter Merian Glb Eq AbsRet I USD Acc | 1.88M (1.57%) | 1.55M Increased by +82.51% | Jun 30, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 1.85M (1.54%) | 9.65K Increased by +0.52% | Mar 31, 25 |
| 13 | Vanguard Small Cap Growth Index Inv | 1.83M (1.53%) | 193.76K Increased by +10.59% | Mar 31, 25 |
| 14 | Victory Small Cap Value CIT (Net 75) | 1.81M (1.51%) | 85.00K Increased by +4.70% | Dec 31, 24 |
| 15 | Baillie Gifford Diversified Gr A Acc | 1.68M (1.40%) | -357.00 Decreased by -0.02% | Dec 31, 23 |
| 16 | T. Rowe Price Real Assets Tr I-Z | 1.53M (1.28%) | -475.48K Decreased by -31.04% | Mar 31, 25 |
| 17 | VanEck Rare Earth/Strat Mtls ETF | 1.15M (0.96%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 18 | SPDR® S&P MIDCAP 400 ETF Trust | 1.08M (0.90%) | -110.64K Decreased by -10.29% | Jun 30, 24 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 1.04M (0.87%) | 1.56K Increased by +0.15% | Mar 31, 25 |
| 20 | Baillie Gifford Diversified Gr B2 Acc | 1.04M (0.87%) | 2.33K Increased by +0.22% | Sep 30, 24 |