| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.99M (17.49%) | 386.25K Increased by +5.53% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 4.71M (11.80%) | 28.08K Increased by +0.60% | Dec 31, 24 |
| 3 | State Street Corp | 1.93M (4.84%) | 114.97K Increased by +5.95% | Dec 31, 24 |
| 4 | State Street Corporation | 1.84M (4.60%) | 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 | 908.72K (2.27%) | 24.51K Increased by +2.70% | Dec 31, 24 |
| 7 | Amvescap Plc. | 899.72K (2.25%) | -45.49K Decreased by -5.06% | Dec 31, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 793.17K (1.98%) | -26.87K Decreased by -3.39% | Dec 31, 24 |
| 9 | Duff & Phelps Inv Mgmt Co (IL) | 779.47K (1.95%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | Dimensional Fund Advisors, Inc. | 715.95K (1.79%) | 17.39K Increased by +2.43% | Dec 31, 24 |
| 11 | DePrince Race & Zollo Inc | 639.15K (1.60%) | -42.18K Decreased by -6.60% | Dec 31, 23 |
| 12 | Charles Schwab Investment Management Inc | 615.13K (1.54%) | 46.13K Increased by +7.50% | Dec 31, 24 |
| 13 | Gabelli Funds LLC | 520.00K (1.30%) | 8.00K Increased by +1.54% | Dec 31, 24 |
| 14 | Bank of New York Mellon Corp | 454.25K (1.14%) | 16.50K Increased by +3.63% | Dec 31, 24 |
| 15 | Northern Trust Corp | 425.91K (1.07%) | -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 | 381.36K (0.95%) | -387.29K Decreased by -101.56% | Dec 31, 24 |
| 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 | Old Republic International Corp | 365.80K (0.92%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.48M (6.21%) | 1.61K Increased by +0.06% | Mar 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.24M (3.11%) | 3.61K Increased by +0.29% | Feb 28, 25 |
| 3 | iShares Russell 2000 ETF | 1.04M (2.61%) | -9.02K Decreased by -0.86% | Mar 31, 25 |
| 4 | Vanguard Small Cap Index | 1.02M (2.56%) | 840.00 Increased by +0.08% | Feb 28, 25 |
| 5 | First Trust Value Line® Dividend ETF | 986.36K (2.47%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | DNP Select Income | 779.47K (1.95%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 7 | Vanguard Small Cap Value Index Inv | 673.88K (1.69%) | -3.30K Decreased by -0.49% | Feb 28, 25 |
| 8 | Invesco High Yield Eq Div Achiev™ ETF | 617.86K (1.55%) | 1.22K Increased by +0.20% | Mar 31, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 600.44K (1.50%) | 899.00 Increased by +0.15% | Feb 28, 25 |
| 10 | Gabelli Utilities AAA | 424.00K (1.06%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 11 | iShares US Infrastructure ETF | 409.20K (1.02%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 407.59K (1.02%) | -2.47K Decreased by -0.61% | Mar 31, 25 |
| 13 | SPDR S&P Global Div Aristocrats ETF | 392.40K (0.98%) | 46.63K Increased by +11.88% | Feb 28, 25 |
| 14 | Fidelity Small Cap Index | 381.42K (0.95%) | -7.14K Decreased by -1.87% | Jan 31, 25 |
| 15 | iShares Russell 2000 Value ETF | 366.64K (0.92%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | 1290 VT GAMCO Small Company Value IB | 363.00K (0.91%) | 8.00K Increased by +2.20% | Jan 31, 25 |
| 17 | SPDR® S&P Global Div Aristocrats ETF | 358.44K (0.90%) | -7.28K Decreased by -2.03% | Dec 31, 24 |
| 18 | Fidelity® Small Cap Index | 349.34K (0.87%) | 8.95K Increased by +2.56% | Oct 31, 23 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 346.23K (0.87%) | 520.00 Increased by +0.15% | Mar 31, 25 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 325.38K (0.81%) | 0.00 Increased by 0.00% | Apr 30, 24 |