| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.75M (16.87%) | -233.39K Decreased by -3.46% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 4.76M (11.88%) | 42.12K Increased by +0.89% | Mar 31, 25 |
| 3 | State Street Corp | 1.95M (4.87%) | 19.50K Increased by +1.00% | Mar 31, 25 |
| 4 | State Street Corporation | 1.84M (4.59%) | 313.29K Increased by +17.05% | Mar 31, 24 |
| 5 | First Trust Advisors L.P. | 1.15M (2.87%) | -143.32K Decreased by -12.48% | Dec 31, 24 |
| 6 | Geode Capital Management, LLC | 951.52K (2.38%) | 42.80K Increased by +4.50% | Mar 31, 25 |
| 7 | Amvescap Plc. | 899.72K (2.25%) | -45.49K Decreased by -5.06% | Dec 31, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 801.05K (2.00%) | 7.87K Increased by +0.98% | Mar 31, 25 |
| 9 | Duff & Phelps Inv Mgmt Co (IL) | 779.47K (1.95%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 725.62K (1.81%) | 9.67K Increased by +1.33% | Mar 31, 25 |
| 11 | DePrince Race & Zollo Inc | 639.15K (1.60%) | -42.18K Decreased by -6.60% | Dec 31, 23 |
| 12 | Charles Schwab Investment Management Inc | 634.62K (1.58%) | 19.50K Increased by +3.07% | Mar 31, 25 |
| 13 | Gabelli Funds LLC | 520.00K (1.30%) | 8.00K Increased by +1.54% | Dec 31, 24 |
| 14 | Bank of New York Mellon Corp | 448.73K (1.12%) | -5.52K Decreased by -1.23% | Mar 31, 25 |
| 15 | Northern Trust Corp | 425.91K (1.06%) | -52.94K Decreased by -12.43% | Dec 31, 24 |
| 16 | Citadel Advisors Llc | 401.38K (1.00%) | 401.38K Increased by +100.00% | Sep 30, 24 |
| 17 | JPMorgan Chase & Co | 393.53K (0.98%) | 12.18K Increased by +3.09% | Mar 31, 25 |
| 18 | Adage Capital Partners Gp LLC | 379.88K (0.95%) | -100.00K Decreased by -26.32% | Sep 30, 24 |
| 19 | Nuveen Asset Management, LLC | 376.26K (0.94%) | 265.01K Increased by +70.43% | Dec 31, 24 |
| 20 | MetLife Investment Management, LLC | 368.66K (0.92%) | 345.53K Increased by +93.72% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.43M (6.07%) | -2.29K Decreased by -0.09% | Apr 30, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.31M (3.27%) | 60.49K Increased by +4.61% | Apr 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.27M (3.16%) | 1.79K Increased by +0.14% | Sep 30, 24 |
| 4 | Vanguard Small Cap Index | 1.01M (2.52%) | 7.07K Increased by +0.70% | Apr 30, 25 |
| 5 | iShares Russell 2000 ETF | 973.23K (2.43%) | 164.00 Increased by +0.02% | Apr 30, 25 |
| 6 | First Trust Value Line® Dividend ETF | 919.43K (2.30%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 7 | DNP Select Income | 779.47K (1.95%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 8 | Vanguard Small Cap Value Index Inv | 651.28K (1.63%) | 2.00K Increased by +0.31% | Apr 30, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 620.90K (1.55%) | 690.00 Increased by +0.11% | Apr 30, 25 |
| 10 | Invesco High Yield Eq Div Achiev™ ETF | 613.67K (1.53%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 11 | Gabelli Utilities AAA | 424.00K (1.06%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | iShares US Infrastructure ETF | 410.82K (1.03%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 13 | SPDR S&P Global Div Aristocrats ETF | 409.67K (1.02%) | 11.41K Increased by +2.79% | Apr 30, 25 |
| 14 | iShares S&P Small-Cap 600 Value ETF | 396.15K (0.99%) | 348.00 Increased by +0.09% | Apr 30, 25 |
| 15 | Fidelity Small Cap Index | 385.42K (0.96%) | 4.00K Increased by +1.04% | Feb 28, 25 |
| 16 | iShares Russell 2000 Value ETF | 375.05K (0.94%) | -1.27K Decreased by -0.34% | Apr 30, 25 |
| 17 | 1290 VT GAMCO Small Company Value IB | 363.00K (0.91%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | SPDR® S&P Global Div Aristocrats ETF | 358.44K (0.90%) | -7.28K Decreased by -2.03% | Dec 31, 24 |
| 19 | Fidelity® Small Cap Index | 349.34K (0.87%) | 8.95K Increased by +2.56% | Oct 31, 23 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 346.23K (0.86%) | 0.00 Increased by 0.00% | Apr 30, 25 |