| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.60M (16.58%) | 97.93K Increased by +1.48% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 4.69M (11.77%) | 41.24K Increased by +0.88% | Sep 30, 24 |
| 3 | State Street Corporation | 1.84M (4.61%) | 313.29K Increased by +17.05% | Mar 31, 24 |
| 4 | State Street Corp | 1.82M (4.57%) | 51.39K Increased by +2.83% | Sep 30, 24 |
| 5 | First Trust Advisors L.P. | 1.29M (3.24%) | -117.48K Decreased by -9.09% | Sep 30, 24 |
| 6 | Amvescap Plc. | 945.21K (2.37%) | 728.00 Increased by +0.08% | Sep 30, 24 |
| 7 | Geode Capital Management, LLC | 884.21K (2.22%) | 15.29K Increased by +1.73% | Sep 30, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 820.05K (2.06%) | -433.56K Decreased by -52.87% | Sep 30, 24 |
| 9 | Duff & Phelps Inv Mgmt Co (IL) | 779.47K (1.96%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | Dimensional Fund Advisors, Inc. | 698.56K (1.75%) | -1.93K Decreased by -0.28% | Sep 30, 24 |
| 11 | DePrince Race & Zollo Inc | 639.15K (1.61%) | -42.18K Decreased by -6.60% | Dec 31, 23 |
| 12 | Charles Schwab Investment Management Inc | 568.99K (1.43%) | 29.68K Increased by +5.22% | Sep 30, 24 |
| 13 | Gabelli Funds LLC | 512.00K (1.29%) | 6.00K Increased by +1.17% | Sep 30, 24 |
| 14 | Goldman Sachs Group Inc | 498.55K (1.25%) | 250.90K Increased by +50.33% | Dec 31, 23 |
| 15 | Northern Trust Corp | 478.85K (1.20%) | 103.36K Increased by +21.59% | Sep 30, 24 |
| 16 | Bank of New York Mellon Corp | 437.75K (1.10%) | -34.19K Decreased by -7.81% | Sep 30, 24 |
| 17 | Nuveen Asset Management, LLC | 409.63K (1.03%) | 21.26K Increased by +5.19% | Dec 31, 23 |
| 18 | Citadel Advisors Llc | 401.38K (1.01%) | 401.38K Increased by +100.00% | Sep 30, 24 |
| 19 | JPMorgan Chase & Co | 384.32K (0.97%) | 123.96K Increased by +32.25% | Sep 30, 24 |
| 20 | Adage Capital Partners Gp LLC | 379.88K (0.95%) | -100.00K Decreased by -26.32% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.59M (6.51%) | 1.33K Increased by +0.05% | Dec 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.19M (2.98%) | 2.44K Increased by +0.21% | Dec 31, 24 |
| 3 | First Trust Value Line® Dividend ETF | 1.06M (2.67%) | -500.00 Decreased by -0.05% | Dec 30, 24 |
| 4 | Vanguard Small Cap Index | 1.02M (2.57%) | 61.13K Increased by +5.98% | Dec 31, 24 |
| 5 | iShares Russell 2000 ETF | 1.02M (2.56%) | -3.92K Decreased by -0.38% | Dec 31, 24 |
| 6 | DNP Select Income | 779.47K (1.96%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 678.46K (1.70%) | 30.90K Increased by +4.56% | Dec 31, 24 |
| 8 | Invesco High Yield Eq Div Achiev™ ETF | 612.56K (1.54%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 599.38K (1.51%) | 13.10K Increased by +2.19% | Dec 31, 24 |
| 10 | iShares US Infrastructure ETF | 592.74K (1.49%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 435.06K (1.09%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Gabelli Utilities AAA | 424.00K (1.06%) | -1.00K Decreased by -0.24% | Sep 30, 24 |
| 13 | Fidelity Small Cap Index | 388.82K (0.98%) | 1.78K Increased by +0.46% | Oct 31, 24 |
| 14 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 367.02K (0.92%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | iShares Russell 2000 Value ETF | 359.87K (0.90%) | -10.08K Decreased by -2.80% | Dec 31, 24 |
| 16 | SPDR® S&P Global Div Aristocrats ETF | 358.44K (0.90%) | -7.28K Decreased by -2.03% | Dec 31, 24 |
| 17 | Fidelity® Small Cap Index | 349.34K (0.88%) | 8.95K Increased by +2.56% | Oct 31, 23 |
| 18 | Global X SuperDividend™ US ETF | 341.74K (0.86%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 19 | 1290 VT GAMCO Small Company Value IB | 340.00K (0.85%) | 10.00K Increased by +2.94% | Nov 30, 24 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 325.38K (0.82%) | 0.00 Increased by 0.00% | Apr 30, 24 |