| Rank | Holder | SharesFloat % | Change | Date reported | 
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 31.52M (13.90%) | -1.13M  Decreased by -3.59% | Jun 30, 25 | 
| 2 | BlackRock Inc | 23.11M (10.19%) | -1.82M  Decreased by -7.89% | Jun 30, 25 | 
| 3 | JPMorgan Chase & Co | 18.33M (8.08%) | 2.17M  Increased by +11.83% | Jun 30, 25 | 
| 4 | Dimensional Fund Advisors, Inc. | 14.10M (6.22%) | -326.15K  Decreased by -2.31% | Jun 30, 25 | 
| 5 | LSV Asset Management | 10.58M (4.67%) | -304.71K  Decreased by -2.88% | Jun 30, 25 | 
| 6 | State Street Corporation | 9.44M (4.16%) | -242.82K  Decreased by -2.57% | Mar 31, 24 | 
| 7 | State Street Corp | 8.37M (3.69%) | -671.77K  Decreased by -8.03% | Jun 30, 25 | 
| 8 | First Trust Advisors L.P. | 7.30M (3.22%) | 2.37M  Increased by +32.46% | Jun 30, 25 | 
| 9 | AQR Capital Management LLC | 6.33M (2.79%) | 3.04M  Increased by +48.02% | Jun 30, 25 | 
| 10 | Allianz Asset Management AG | 5.40M (2.38%) | 1.56M  Increased by +28.86% | Jun 30, 25 | 
| 11 | Geode Capital Management, LLC | 4.74M (2.09%) | -187.68K  Decreased by -3.96% | Jun 30, 25 | 
| 12 | ClearBridge Advisors, LLC | 4.16M (1.83%) | -690.39K  Decreased by -16.60% | Jun 30, 25 | 
| 13 | Northern Trust Corp | 4.12M (1.82%) | -312.64K  Decreased by -7.59% | Jun 30, 25 | 
| 14 | FMR Inc | 3.83M (1.69%) | 807.64K  Increased by +21.09% | Sep 30, 23 | 
| 15 | Wellington Management Company LLP | 3.76M (1.66%) | 7.44K  Increased by +0.20% | Jun 30, 25 | 
| 16 | NORGES BANK | 3.44M (1.52%) | -180.16K  Decreased by -5.23% | Jun 30, 25 | 
| 17 | Caisse De Depot Et Placement Du Quebec | 3.28M (1.44%) | 678.49K  Increased by +20.71% | Jun 30, 25 | 
| 18 | Arrowstreet Capital Limited Partnership | 3.13M (1.38%) | -13.40K  Decreased by -0.43% | Jun 30, 25 | 
| 19 | Ameriprise Financial Inc | 3.13M (1.38%) | -93.45K  Decreased by -2.99% | Sep 30, 23 | 
| 20 | Donald Smith & Co Inc | 3.12M (1.37%) | -320.78K  Decreased by -10.29% | Mar 31, 24 | 
| Rank | Holder | SharesFloat % | Change | Date reported | 
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 8.16M (3.60%) | -258.34K  Decreased by -3.16% | Sep 30, 24 | 
| 2 | iShares Core S&P Mid-Cap ETF | 7.73M (3.41%) | 0.00  Increased by 0.00% | Aug 31, 25 | 
| 3 | Vanguard Total Stock Mkt Idx Inv | 7.44M (3.28%) | -157.76K  Decreased by -2.12% | Jul 31, 25 | 
| 4 | JPM US Mid Cap Value-Composite | 6.90M (3.04%) | 200.80K  Increased by +2.91% | Jun 30, 25 | 
| 5 | JPM US Mid Cap Value-MA | 6.70M (2.96%) | 126.40K  Increased by +1.89% | Mar 31, 25 | 
| 6 | Vanguard Small Cap Index | 5.77M (2.54%) | -36.47K  Decreased by -0.63% | Jul 31, 25 | 
| 7 | JPMorgan Mid Cap Value L | 5.01M (2.21%) | -1.89M  Decreased by -37.77% | Jul 31, 25 | 
| 8 | Vanguard Equity-Income Inv | 4.77M (2.10%) | -317.72K  Decreased by -6.66% | Jun 30, 25 | 
| 9 | DFA US Small Cap Value I | 3.77M (1.66%) | 0.00  Increased by 0.00% | Jul 31, 25 | 
| 10 | Vanguard Small Cap Value Index Inv | 3.71M (1.64%) | 9.80K  Increased by +0.26% | Jul 31, 25 | 
| 11 | Donald Smith & Co. All Eq Accounts Comp | 3.09M (1.36%) | -319.20K  Decreased by -10.32% | Mar 31, 24 | 
| 12 | First Trust Rising Dividend Achiev ETF | 2.83M (1.25%) | 3.96K  Increased by +0.14% | Aug 28, 25 | 
| 13 | JPMorgan Value Advantage L | 2.82M (1.24%) | 0.00  Increased by 0.00% | Jul 31, 25 | 
| 14 | First Trust SMID Cp Rising Div Achv ETF | 2.73M (1.21%) | 2.91K  Increased by +0.11% | Aug 28, 25 | 
| 15 | JPM US Value Advantage-MA | 2.73M (1.20%) | 2.63M  Increased by +96.35% | Sep 30, 23 | 
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 2.55M (1.12%) | -1.10M  Decreased by -43.22% | Jul 31, 25 | 
| 17 | Vanguard Explorer Inv | 2.51M (1.11%) | 0.00  Increased by 0.00% | Jun 30, 25 | 
| 18 | ClearBridge Value | 2.10M (0.93%) | 0.00  Increased by 0.00% | Jul 31, 25 | 
| 19 | ClearBridge Value C | 2.10M (0.93%) | 0.00  Increased by 0.00% | Jul 31, 25 | 
| 20 | Avantis US Small Cap Value ETF | 2.10M (0.92%) | 0.00  Increased by 0.00% | Aug 30, 25 |