| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.40M (20.12%) | -175.44K Decreased by -3.99% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 2.43M (11.10%) | -65.76K Decreased by -2.71% | Jun 30, 25 |
| 3 | State Street Corporation | 1.39M (6.34%) | -119.60K Decreased by -8.62% | Mar 31, 24 |
| 4 | State Street Corp | 1.31M (5.98%) | -5.37K Decreased by -0.41% | Jun 30, 25 |
| 5 | T. Rowe Price Investment Management,Inc. | 1.17M (5.33%) | 103.05K Increased by +8.83% | Dec 31, 23 |
| 6 | HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS | 926.76K (4.24%) | 7.41K Increased by +0.80% | Jun 30, 25 |
| 7 | Copeland Capital Management, LLC | 829.55K (3.79%) | -61.68K Decreased by -7.44% | Jun 30, 25 |
| 8 | Starwood Capital Grp MGT, L.l.c. | 661.67K (3.02%) | 8.32K Increased by +1.26% | Jun 30, 25 |
| 9 | Brookfield Corp | 581.95K (2.66%) | 396.90K Increased by +68.20% | Mar 31, 25 |
| 10 | Geode Capital Management, LLC | 581.09K (2.66%) | 2.28K Increased by +0.39% | Jun 30, 25 |
| 11 | Goldman Sachs Group Inc | 517.20K (2.36%) | 12.19K Increased by +2.36% | Jun 30, 25 |
| 12 | LANDMARK INVESTMENT PARTNERS, L.P. | 449.69K (2.06%) | 157.28K Increased by +34.97% | Jun 30, 25 |
| 13 | Millennium Management LLC | 442.77K (2.02%) | 114.09K Increased by +25.77% | Jun 30, 25 |
| 14 | Northern Trust Corp | 395.22K (1.81%) | -60.69K Decreased by -15.36% | Jun 30, 25 |
| 15 | Amvescap Plc. | 387.30K (1.77%) | 57.01K Increased by +14.72% | Jun 30, 25 |
| 16 | Deutsche Bank AG | 381.54K (1.74%) | 9.75K Increased by +2.56% | Dec 31, 24 |
| 17 | Charles Schwab Investment Management Inc | 348.57K (1.59%) | -12.31K Decreased by -3.53% | Jun 30, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 340.88K (1.56%) | -32.64K Decreased by -9.57% | Jun 30, 25 |
| 19 | Dimensional Fund Advisors, Inc. | 327.71K (1.50%) | -4.36K Decreased by -1.33% | Jun 30, 25 |
| 20 | Long Pond Capital, LP | 284.89K (1.30%) | -329.46K Decreased by -115.65% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.31M (5.99%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Vanguard Real Estate Index Investor | 855.25K (3.91%) | 3.54K Increased by +0.41% | Jul 31, 25 |
| 3 | T. Rowe Price Small-Cap Value | 715.20K (3.27%) | 59.50K Increased by +8.32% | Dec 31, 23 |
| 4 | Vanguard US Total Market Shares ETF | 680.01K (3.11%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 591.29K (2.70%) | -11.45K Decreased by -1.94% | Jul 31, 25 |
| 6 | iShares Russell 2000 ETF | 549.74K (2.51%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 7 | T. Rowe Price U.S. SC Value Eq Tr-Z | 317.99K (1.45%) | 31.10K Increased by +9.78% | Dec 31, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 233.57K (1.07%) | -101.30K Decreased by -43.37% | Jul 31, 25 |
| 9 | Fidelity Small Cap Index | 229.57K (1.05%) | -370.00 Decreased by -0.16% | Jun 30, 25 |
| 10 | iShares S&P Small-Cap 600 Value ETF | 226.12K (1.03%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 11 | Fidelity® Small Cap Index | 222.39K (1.02%) | 6.72K Increased by +3.02% | Oct 31, 23 |
| 12 | Highland Opportunities and Income Ord | 204.65K (0.94%) | 2.49K Increased by +1.22% | Mar 31, 25 |
| 13 | SPDR® Portfolio S&P 600 Sm Cap ETF | 202.98K (0.93%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 14 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 194.99K (0.89%) | 2.31K Increased by +1.18% | Aug 29, 25 |
| 15 | Invesco KBW Premium Yield Eq REIT ETF | 192.51K (0.88%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 16 | Highland Global Allocation A | 192.31K (0.88%) | 2.83K Increased by +1.47% | Jul 31, 25 |
| 17 | iShares S&P Small-Cap 600 Growth ETF | 188.77K (0.86%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 18 | ProShares Russell 2000 Dividend Growers | 173.90K (0.79%) | -87.00 Decreased by -0.05% | Aug 29, 25 |
| 19 | Vanguard Tax-Managed Small Cap Adm | 162.37K (0.74%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Vanguard Real Estate II Index | 149.42K (0.68%) | 0.00 Increased by 0.00% | Jul 31, 25 |