| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 9.21M (15.10%) | -1.89M Decreased by -20.48% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 6.95M (11.39%) | 176.65K Increased by +2.54% | Jun 30, 25 |
| 3 | American Century Companies Inc | 2.95M (4.84%) | -7.53K Decreased by -0.26% | Jun 30, 25 |
| 4 | State Street Corp | 2.58M (4.23%) | 25.13K Increased by +0.97% | Mar 31, 25 |
| 5 | State Street Corporation | 2.48M (4.07%) | 210.29K Increased by +8.48% | Mar 31, 24 |
| 6 | River Road Asset Management, LLC | 2.38M (3.89%) | 4.07K Increased by +0.17% | Mar 31, 25 |
| 7 | Geode Capital Management, LLC | 1.57M (2.57%) | 35.06K Increased by +2.23% | Mar 31, 25 |
| 8 | T. Rowe Price Investment Management,Inc. | 1.43M (2.34%) | -437.41K Decreased by -30.62% | Sep 30, 23 |
| 9 | Franklin Resources Inc | 1.33M (2.19%) | 11.08K Increased by +0.83% | Jun 30, 25 |
| 10 | Macquarie Group Ltd | 1.27M (2.09%) | -13.05K Decreased by -1.03% | Mar 31, 25 |
| 11 | Fuller & Thaler Asset Management Inc | 1.20M (1.97%) | -22.37K Decreased by -1.86% | Sep 30, 24 |
| 12 | Systematic Financial Management LP | 1.11M (1.83%) | 4.26K Increased by +0.38% | Mar 31, 25 |
| 13 | JPMorgan Chase & Co | 1.04M (1.70%) | -744.57K Decreased by -71.76% | Sep 30, 24 |
| 14 | Dimensional Fund Advisors, Inc. | 1.01M (1.66%) | -9.67K Decreased by -0.95% | Jun 30, 25 |
| 15 | Westwood Holdings Group Inc | 1.00M (1.64%) | 117.09K Increased by +11.69% | Mar 31, 25 |
| 16 | FMR Inc | 984.36K (1.61%) | 296.15K Increased by +30.09% | Mar 31, 25 |
| 17 | Neuberger Berman Group LLC | 976.94K (1.60%) | -955.00 Decreased by -0.10% | Mar 31, 25 |
| 18 | First Trust Advisors L.P. | 959.53K (1.57%) | -40.35K Decreased by -4.21% | Mar 31, 25 |
| 19 | Nuveen, LLC | 925.13K (1.52%) | 925.13K Increased by +100.00% | Mar 31, 25 |
| 20 | Amvescap Plc. | 904.58K (1.48%) | 81.85K Increased by +9.05% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 2.00M (3.28%) | -3.58K Decreased by -0.18% | Jul 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 1.98M (3.24%) | 1.40K Increased by +0.07% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.93M (3.17%) | -41.21K Decreased by -2.13% | Jul 31, 25 |
| 4 | American Century Mid Cap Value Inv | 1.77M (2.91%) | -179.45K Decreased by -10.12% | Jun 30, 25 |
| 5 | American Century U.S. Mid Cap Value | 1.77M (2.91%) | -179.45K Decreased by -10.12% | Jun 30, 25 |
| 6 | Vanguard Small Cap Index | 1.49M (2.44%) | -9.88K Decreased by -0.66% | Jul 31, 25 |
| 7 | iShares Russell 2000 ETF | 1.46M (2.39%) | -27.72K Decreased by -1.90% | Jul 31, 25 |
| 8 | iShares Select Dividend ETF | 1.34M (2.20%) | 7.20K Increased by +0.54% | Feb 28, 25 |
| 9 | Franklin Utilities A1 | 1.30M (2.13%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | Franklin Utilities Fund A1 | 1.30M (2.13%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | Delaware US Small Cap Core Equity (SMA) | 1.21M (1.99%) | -14.22K Decreased by -1.17% | Mar 31, 24 |
| 12 | Macquarie US Small Cap Core Equity | 1.21M (1.99%) | -14.22K Decreased by -1.17% | Mar 31, 24 |
| 13 | Fuller & Thaler Behavrl Small-Cap Value | 1.07M (1.75%) | -9.55K Decreased by -0.90% | Nov 30, 23 |
| 14 | Macquarie Small Cap Core I | 1.04M (1.70%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | Delaware Small Cap Core I | 996.24K (1.63%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 16 | Vanguard Small Cap Value Index Inv | 959.72K (1.57%) | 2.91K Increased by +0.30% | Jul 31, 25 |
| 17 | Fidelity VIP Mid Cap Initial | 913.10K (1.50%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | T. Rowe Price Small-Cap Value | 885.08K (1.45%) | -291.60K Decreased by -32.95% | Sep 30, 23 |
| 19 | JPMorgan Small Cap Equity A | 776.93K (1.27%) | -131.68K Decreased by -16.95% | Dec 31, 23 |
| 20 | First Trust Value Line® Dividend ETF | 733.05K (1.20%) | -920.00 Decreased by -0.13% | Jul 31, 25 |