| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.30M (18.58%) | 31.36K Increased by +0.95% | Jun 30, 25 |
| 2 | T. Rowe Price Investment Management,Inc. | 1.51M (8.51%) | 28.44K Increased by +1.88% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 1.42M (8.03%) | 11.90K Increased by +0.84% | Jun 30, 25 |
| 4 | Pictet Asset Manangement SA | 750.31K (4.23%) | -97.77K Decreased by -13.03% | Dec 31, 23 |
| 5 | State Street Corporation | 730.87K (4.12%) | 24.27K Increased by +3.32% | Mar 31, 24 |
| 6 | State Street Corp | 691.17K (3.90%) | -111.04K Decreased by -16.07% | Jun 30, 25 |
| 7 | First Trust Advisors L.P. | 663.79K (3.74%) | -44.83K Decreased by -6.75% | Jun 30, 25 |
| 8 | Morgan Stanley - Brokerage Accounts | 497.64K (2.81%) | -8.49K Decreased by -1.71% | Jun 30, 25 |
| 9 | Geode Capital Management, LLC | 443.85K (2.50%) | -277.00 Decreased by -0.06% | Jun 30, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 356.29K (2.01%) | -23.74K Decreased by -6.66% | Jun 30, 25 |
| 11 | Amvescap Plc. | 327.33K (1.85%) | 23.87K Increased by +7.29% | Jun 30, 25 |
| 12 | Legal & General Group PLC | 285.68K (1.61%) | 30.09K Increased by +10.53% | Jun 30, 25 |
| 13 | Kbc Group NV | 255.37K (1.44%) | 355.00 Increased by +0.14% | Sep 30, 24 |
| 14 | Ledgewood Wealth Advisors, LLC | 254.02K (1.43%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | Goldman Sachs Group Inc | 241.49K (1.36%) | 50.91K Increased by +21.08% | Jun 30, 25 |
| 16 | Renaissance Technologies Corp | 202.91K (1.14%) | 22.50K Increased by +11.09% | Jun 30, 25 |
| 17 | Northern Trust Corp | 202.61K (1.14%) | -11.54K Decreased by -5.70% | Jun 30, 25 |
| 18 | Bank of New York Mellon Corp | 193.55K (1.09%) | 3.75K Increased by +1.94% | Jun 30, 25 |
| 19 | Charles Schwab Investment Management Inc | 181.85K (1.03%) | 12.84K Increased by +7.06% | Jun 30, 25 |
| 20 | Thematics Asset Management | 171.00K (0.96%) | -10.00K Decreased by -5.85% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.07M (6.01%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | First Trust Value Line® Dividend ETF | 656.22K (3.70%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 566.80K (3.20%) | 1.34K Increased by +0.24% | Sep 30, 24 |
| 4 | Pictet-Water I EUR | 566.58K (3.19%) | 2.16K Increased by +0.38% | Jul 31, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 561.17K (3.16%) | -11.33K Decreased by -2.02% | Jul 31, 25 |
| 6 | T. Rowe Price Small-Cap Value | 441.75K (2.49%) | -1.01K Decreased by -0.23% | Jul 31, 25 |
| 7 | iShares Russell 2000 ETF | 428.52K (2.42%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 8 | iShares US Infrastructure ETF | 384.73K (2.17%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 9 | First Trust Water ETF | 365.93K (2.06%) | -1.06K Decreased by -0.29% | Feb 27, 25 |
| 10 | T. Rowe Price Small-Cap Stock | 364.72K (2.06%) | 15.15K Increased by +4.15% | Jul 31, 25 |
| 11 | T. Rowe Price US Small-Cap Core Equity | 349.57K (1.97%) | -633.00 Decreased by -0.18% | Jun 30, 25 |
| 12 | T. Rowe Price U.S. SC Value Eq Tr-D | 260.17K (1.47%) | 20.10K Increased by +7.72% | Jun 30, 25 |
| 13 | iShares Global Water ETF USD Dist | 248.15K (1.40%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 14 | T. Rowe Price U.S. SC Value Eq Tr-Z | 240.08K (1.35%) | 12.28K Increased by +5.12% | Mar 31, 25 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 190.22K (1.07%) | -82.96K Decreased by -43.61% | Jul 31, 25 |
| 16 | Fidelity Small Cap Index | 180.62K (1.02%) | -86.00 Decreased by -0.05% | Jun 30, 25 |
| 17 | T. Rowe Price U.S. SC Core Eq Tr-D | 179.85K (1.01%) | 633.00 Increased by +0.35% | Jun 30, 25 |
| 18 | T. Rowe Price U.S. SC Core Eq Tr-Z | 179.22K (1.01%) | 339.00 Increased by +0.19% | Mar 31, 25 |
| 19 | T. Rowe Price Instl Small-Cap Stock | 176.96K (1.00%) | 2.19K Increased by +1.24% | Jul 31, 25 |
| 20 | Fidelity® Small Cap Index | 170.21K (0.96%) | 4.58K Increased by +2.69% | Oct 31, 23 |