| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 9.92M (16.29%) | 536.47K Increased by +5.41% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 6.79M (11.16%) | 30.56K Increased by +0.45% | Sep 30, 24 |
| 3 | American Century Companies Inc | 3.87M (6.35%) | -101.55K Decreased by -2.63% | Sep 30, 24 |
| 4 | State Street Corp | 2.50M (4.11%) | 42.10K Increased by +1.68% | Sep 30, 24 |
| 5 | State Street Corporation | 2.48M (4.07%) | 210.29K Increased by +8.48% | Mar 31, 24 |
| 6 | River Road Asset Management, LLC | 2.24M (3.67%) | 14.65K Increased by +0.66% | Sep 30, 24 |
| 7 | Victory Capital Management Inc. | 1.86M (3.06%) | -265.30K Decreased by -14.24% | Sep 30, 24 |
| 8 | Geode Capital Management, LLC | 1.54M (2.52%) | 35.28K Increased by +2.30% | Sep 30, 24 |
| 9 | First Trust Advisors L.P. | 1.44M (2.36%) | -37.49K Decreased by -2.61% | Dec 31, 23 |
| 10 | T. Rowe Price Investment Management,Inc. | 1.43M (2.35%) | -437.41K Decreased by -30.62% | Sep 30, 23 |
| 11 | Franklin Resources Inc | 1.34M (2.20%) | -4.62K Decreased by -0.35% | Sep 30, 24 |
| 12 | Macquarie Group Ltd | 1.28M (2.10%) | -150.72K Decreased by -11.79% | Sep 30, 24 |
| 13 | Fuller & Thaler Asset Management Inc | 1.20M (1.97%) | -22.37K Decreased by -1.86% | Sep 30, 24 |
| 14 | Westwood Holdings Group Inc | 1.17M (1.92%) | -63.95K Decreased by -5.48% | Sep 30, 24 |
| 15 | Massachusetts Financial Services Company | 1.09M (1.80%) | -30.83K Decreased by -2.82% | Sep 30, 24 |
| 16 | Systematic Financial Management LP | 1.07M (1.76%) | 113.27K Increased by +10.58% | Sep 30, 24 |
| 17 | Dimensional Fund Advisors, Inc. | 1.03M (1.69%) | 1.20K Increased by +0.12% | Sep 30, 24 |
| 18 | Neuberger Berman Group LLC | 991.97K (1.63%) | 58.27K Increased by +5.87% | Sep 30, 24 |
| 19 | JPMorgan Chase & Co | 891.10K (1.46%) | -520.98K Decreased by -58.46% | Jun 30, 24 |
| 20 | Bank of New York Mellon Corp | 849.06K (1.39%) | 12.09K Increased by +1.42% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Century Mid Cap Value Inv | 2.23M (3.66%) | -455.96K Decreased by -20.45% | Dec 31, 24 |
| 2 | American Century U.S. Mid Cap Value | 2.23M (3.66%) | -455.96K Decreased by -20.45% | Dec 31, 24 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.99M (3.27%) | 6.57K Increased by +0.33% | Dec 31, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.92M (3.16%) | 2.33K Increased by +0.12% | Dec 31, 24 |
| 5 | iShares Russell 2000 ETF | 1.67M (2.75%) | -6.42K Decreased by -0.38% | Dec 31, 24 |
| 6 | Vanguard Small Cap Index | 1.56M (2.57%) | 15.37K Increased by +0.98% | Dec 31, 24 |
| 7 | iShares Select Dividend ETF | 1.37M (2.25%) | 5.12K Increased by +0.37% | Dec 31, 24 |
| 8 | Franklin Utilities A1 | 1.30M (2.14%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Franklin Utilities Fund A1 | 1.30M (2.14%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 10 | Delaware US Small Cap Core Equity (SMA) | 1.21M (2.00%) | -14.22K Decreased by -1.17% | Mar 31, 24 |
| 11 | Macquarie US Small Cap Core Equity | 1.21M (2.00%) | -14.22K Decreased by -1.17% | Mar 31, 24 |
| 12 | Fuller & Thaler Behavrl Small-Cap Value | 1.07M (1.75%) | -9.55K Decreased by -0.90% | Nov 30, 23 |
| 13 | Vanguard Small Cap Value Index Inv | 1.04M (1.70%) | -9.86K Decreased by -0.95% | Dec 31, 24 |
| 14 | Undiscovered Managers Behavioral Val L | 1.03M (1.69%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Delaware Small Cap Core I | 996.24K (1.64%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 16 | Macquarie Small Cap Core I | 996.24K (1.64%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 926.18K (1.52%) | 17.19K Increased by +1.86% | Dec 31, 24 |
| 18 | T. Rowe Price Small-Cap Value | 885.08K (1.45%) | -291.60K Decreased by -32.95% | Sep 30, 23 |
| 19 | First Trust Value Line® Dividend ETF | 797.46K (1.31%) | -374.00 Decreased by -0.05% | Dec 30, 24 |
| 20 | JPMorgan Small Cap Equity A | 776.93K (1.28%) | -131.68K Decreased by -16.95% | Dec 31, 23 |