| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.68M (16.39%) | -79.10K Decreased by -1.19% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 4.78M (11.75%) | 27.20K Increased by +0.57% | Jun 30, 25 |
| 3 | State Street Corp | 2.08M (5.12%) | 131.02K Increased by +6.29% | Jun 30, 25 |
| 4 | State Street Corporation | 1.84M (4.51%) | 313.29K Increased by +17.05% | Mar 31, 24 |
| 5 | Vaughan Nelson Scarbrgh & Mccullough LP | 1.22M (3.00%) | 1.22M Increased by +100.00% | Jun 30, 25 |
| 6 | First Trust Advisors L.P. | 1.03M (2.54%) | -39.94K Decreased by -3.86% | Jun 30, 25 |
| 7 | Geode Capital Management, LLC | 956.77K (2.35%) | 5.25K Increased by +0.55% | Jun 30, 25 |
| 8 | Duff & Phelps Inv Mgmt Co (IL) | 940.47K (2.31%) | 161.00K Increased by +17.12% | Jun 30, 25 |
| 9 | Amvescap Plc. | 857.44K (2.11%) | -22.95K Decreased by -2.68% | Jun 30, 25 |
| 10 | Morgan Stanley - Brokerage Accounts | 769.35K (1.89%) | -31.70K Decreased by -4.12% | Jun 30, 25 |
| 11 | Dimensional Fund Advisors, Inc. | 727.56K (1.79%) | 1.94K Increased by +0.27% | Jun 30, 25 |
| 12 | DePrince Race & Zollo Inc | 639.15K (1.57%) | -42.18K Decreased by -6.60% | Dec 31, 23 |
| 13 | Charles Schwab Investment Management Inc | 610.48K (1.50%) | -24.14K Decreased by -3.95% | Jun 30, 25 |
| 14 | Gabelli Funds LLC | 520.00K (1.28%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | Northern Trust Corp | 458.24K (1.13%) | 32.27K Increased by +7.04% | Jun 30, 25 |
| 16 | Bank of New York Mellon Corp | 446.45K (1.10%) | -2.29K Decreased by -0.51% | Jun 30, 25 |
| 17 | Citadel Advisors Llc | 401.38K (0.99%) | 401.38K Increased by +100.00% | Sep 30, 24 |
| 18 | Adage Capital Partners Gp LLC | 379.88K (0.93%) | -100.00K Decreased by -26.32% | Sep 30, 24 |
| 19 | Nuveen Asset Management, LLC | 376.26K (0.92%) | 265.01K Increased by +70.43% | Dec 31, 24 |
| 20 | Nuveen, LLC | 374.70K (0.92%) | 374.70K Increased by +100.00% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.40M (5.89%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.29M (3.18%) | -27.16K Decreased by -2.10% | Jul 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.27M (3.11%) | 1.79K Increased by +0.14% | Sep 30, 24 |
| 4 | Vanguard Small Cap Index | 981.48K (2.41%) | -2.80K Decreased by -0.29% | Jul 31, 25 |
| 5 | iShares Russell 2000 ETF | 969.38K (2.38%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 6 | First Trust Value Line® Dividend ETF | 953.05K (2.34%) | 241.00 Increased by +0.03% | Aug 28, 25 |
| 7 | DNP Select Income | 779.67K (1.91%) | 196.00 Increased by +0.03% | Jun 30, 25 |
| 8 | Vanguard Small Cap Value Index Inv | 630.40K (1.55%) | 1.91K Increased by +0.30% | Jul 31, 25 |
| 9 | iShares US Infrastructure ETF | 543.09K (1.33%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 10 | Invesco High Yield Eq Div Achiev™ ETF | 495.79K (1.22%) | -846.00 Decreased by -0.17% | Aug 29, 25 |
| 11 | Natixis Vaughan Nelson Small Cap A | 493.24K (1.21%) | 82.42K Increased by +16.71% | Jul 31, 25 |
| 12 | SPDR S&P Global Div Aristocrats ETF | 457.01K (1.12%) | 14.79K Increased by +3.24% | Aug 31, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 433.11K (1.06%) | -190.83K Decreased by -44.06% | Jul 31, 25 |
| 14 | Gabelli Utilities AAA | 424.11K (1.04%) | 107.00 Increased by +0.03% | Jun 30, 25 |
| 15 | Fidelity Small Cap Index | 408.07K (1.00%) | 838.00 Increased by +0.21% | Jun 30, 25 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 374.89K (0.92%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 17 | 1290 VT GAMCO Small Company Value IB | 363.00K (0.89%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | SPDR® S&P Global Div Aristocrats ETF | 358.44K (0.88%) | -7.28K Decreased by -2.03% | Dec 31, 24 |
| 19 | iShares Russell 2000 Value ETF | 356.64K (0.88%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 355.07K (0.87%) | 4.29K Increased by +1.21% | Aug 29, 25 |