| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.75M (16.60%) | -233.39K Decreased by -3.46% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 4.78M (11.76%) | 27.20K Increased by +0.57% | Jun 30, 25 |
| 3 | State Street Corp | 1.95M (4.80%) | 19.50K Increased by +1.00% | Mar 31, 25 |
| 4 | State Street Corporation | 1.84M (4.52%) | 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. | 1.07M (2.64%) | -75.37K Decreased by -7.02% | Mar 31, 25 |
| 7 | Geode Capital Management, LLC | 951.52K (2.34%) | 42.80K Increased by +4.50% | Mar 31, 25 |
| 8 | Duff & Phelps Inv Mgmt Co (IL) | 940.47K (2.31%) | 161.00K Increased by +17.12% | Jun 30, 25 |
| 9 | Amvescap Plc. | 880.39K (2.16%) | -19.32K Decreased by -2.19% | Mar 31, 25 |
| 10 | Morgan Stanley - Brokerage Accounts | 801.05K (1.97%) | 7.87K Increased by +0.98% | Mar 31, 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% | Mar 31, 25 |
| 15 | Bank of New York Mellon Corp | 448.73K (1.10%) | -5.52K Decreased by -1.23% | Mar 31, 25 |
| 16 | Northern Trust Corp | 425.97K (1.05%) | 61.00 Increased by +0.01% | Mar 31, 25 |
| 17 | Citadel Advisors Llc | 401.38K (0.99%) | 401.38K Increased by +100.00% | Sep 30, 24 |
| 18 | JPMorgan Chase & Co | 393.53K (0.97%) | 12.18K Increased by +3.09% | Mar 31, 25 |
| 19 | Adage Capital Partners Gp LLC | 379.88K (0.93%) | -100.00K Decreased by -26.32% | Sep 30, 24 |
| 20 | Nuveen Asset Management, LLC | 376.26K (0.92%) | 265.01K Increased by +70.43% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.41M (5.92%) | 374.00 Increased by +0.02% | Jul 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 | 948.57K (2.33%) | -18.06K Decreased by -1.90% | Jul 31, 25 |
| 6 | First Trust Value Line® Dividend ETF | 919.41K (2.26%) | -1.15K Decreased by -0.13% | Jul 31, 25 |
| 7 | DNP Select Income | 779.47K (1.92%) | 0.00 Increased by 0.00% | Apr 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 | 526.27K (1.29%) | 468.00 Increased by +0.09% | Jul 31, 25 |
| 10 | Invesco High Yield Eq Div Achiev™ ETF | 499.86K (1.23%) | -372.00 Decreased by -0.07% | Jul 31, 25 |
| 11 | SPDR S&P Global Div Aristocrats ETF | 442.22K (1.09%) | 15.21K Increased by +3.44% | Jul 31, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 433.11K (1.06%) | -190.83K Decreased by -44.06% | Jul 31, 25 |
| 13 | Gabelli Utilities AAA | 424.00K (1.04%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | Natixis Vaughan Nelson Small Cap A | 410.81K (1.01%) | 142.16K Increased by +34.61% | Jun 30, 25 |
| 15 | Fidelity Small Cap Index | 407.23K (1.00%) | 1.13K Increased by +0.28% | May 31, 25 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 379.12K (0.93%) | -339.00 Decreased by -0.09% | Jul 31, 25 |
| 17 | 1290 VT GAMCO Small Company Value IB | 363.00K (0.89%) | 0.00 Increased by 0.00% | Jun 30, 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 | 351.79K (0.86%) | 261.00 Increased by +0.07% | Jul 31, 25 |
| 20 | Fidelity® Small Cap Index | 349.34K (0.86%) | 8.95K Increased by +2.56% | Oct 31, 23 |