| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.58M (20.93%) | -111.59K Decreased by -2.44% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.43M (11.11%) | -65.76K Decreased by -2.71% | Jun 30, 25 |
| 3 | State Street Corporation | 1.39M (6.35%) | -119.60K Decreased by -8.62% | Mar 31, 24 |
| 4 | State Street Corp | 1.31M (6.00%) | -28.53K Decreased by -2.17% | Mar 31, 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 (3.03%) | 8.32K Increased by +1.26% | Jun 30, 25 |
| 9 | Geode Capital Management, LLC | 578.82K (2.65%) | 14.23K Increased by +2.46% | Mar 31, 25 |
| 10 | Goldman Sachs Group Inc | 517.20K (2.36%) | 12.19K Increased by +2.36% | Jun 30, 25 |
| 11 | Northern Trust Corp | 455.91K (2.08%) | 19.93K Increased by +4.37% | Mar 31, 25 |
| 12 | Brookfield Corp | 387.96K (1.77%) | 202.92K Increased by +52.30% | Mar 31, 25 |
| 13 | Deutsche Bank AG | 381.54K (1.74%) | 9.75K Increased by +2.56% | Dec 31, 24 |
| 14 | Morgan Stanley - Brokerage Accounts | 373.52K (1.71%) | -16.77K Decreased by -4.49% | Mar 31, 25 |
| 15 | Charles Schwab Investment Management Inc | 348.57K (1.59%) | -12.31K Decreased by -3.53% | Jun 30, 25 |
| 16 | Amvescap Plc. | 330.29K (1.51%) | 128.75K Increased by +38.98% | Mar 31, 25 |
| 17 | Millennium Management LLC | 328.68K (1.50%) | 44.39K Increased by +13.51% | Mar 31, 25 |
| 18 | Dimensional Fund Advisors, Inc. | 327.71K (1.50%) | -4.36K Decreased by -1.33% | Jun 30, 25 |
| 19 | LANDMARK INVESTMENT PARTNERS, L.P. | 292.42K (1.34%) | 292.42K Increased by +100.00% | Mar 31, 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 (6.00%) | 234.00 Increased by +0.02% | Jul 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 | 538.00K (2.46%) | -10.19K Decreased by -1.89% | Jul 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 | 229.94K (1.05%) | 1.85K Increased by +0.81% | May 31, 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 | iShares S&P Small-Cap 600 Growth ETF | 192.57K (0.88%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 15 | Highland Global Allocation A | 192.31K (0.88%) | 2.83K Increased by +1.47% | Jul 31, 25 |
| 16 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 191.00K (0.87%) | 105.00 Increased by +0.05% | Jul 31, 25 |
| 17 | Invesco KBW Premium Yield Eq REIT ETF | 189.31K (0.87%) | 630.00 Increased by +0.33% | Jul 31, 25 |
| 18 | ProShares Russell 2000 Dividend Growers | 175.73K (0.80%) | 0.00 Increased by 0.00% | Jul 31, 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 |