| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.88M (14.10%) | -386.75K Decreased by -4.91% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 6.27M (11.23%) | 41.93K Increased by +0.67% | Dec 31, 24 |
| 3 | American Century Companies Inc | 4.00M (7.17%) | -342.75K Decreased by -8.56% | Dec 31, 24 |
| 4 | Wellington Management Company LLP | 3.36M (6.02%) | -105.90K Decreased by -3.15% | Dec 31, 24 |
| 5 | State Street Corporation | 3.07M (5.50%) | -109.51K Decreased by -3.56% | Mar 31, 24 |
| 6 | State Street Corp | 2.94M (5.27%) | -21.43K Decreased by -0.73% | Sep 30, 24 |
| 7 | T. Rowe Price Investment Management,Inc. | 2.10M (3.76%) | 389.43K Increased by +18.55% | Sep 30, 24 |
| 8 | JPMorgan Chase & Co | 1.42M (2.55%) | -80.37K Decreased by -5.64% | Sep 30, 24 |
| 9 | Geode Capital Management, LLC | 1.35M (2.43%) | 18.48K Increased by +1.36% | Sep 30, 24 |
| 10 | Earnest Partners LLC | 1.35M (2.42%) | 1.16M Increased by +85.43% | Sep 30, 24 |
| 11 | Victory Capital Management Inc. | 1.09M (1.95%) | -382.77K Decreased by -35.20% | Sep 30, 24 |
| 12 | BTIM Corp | 1.06M (1.89%) | 9.30K Increased by +0.88% | Dec 31, 24 |
| 13 | Dimensional Fund Advisors, Inc. | 964.97K (1.73%) | 15.98K Increased by +1.66% | Dec 31, 24 |
| 14 | Goldman Sachs Group Inc | 908.85K (1.63%) | 209.10K Increased by +23.01% | Sep 30, 24 |
| 15 | First Trust Advisors L.P. | 798.39K (1.43%) | -124.99K Decreased by -15.66% | Sep 30, 24 |
| 16 | Bank of New York Mellon Corp | 792.44K (1.42%) | 20.07K Increased by +2.53% | Jun 30, 24 |
| 17 | Charles Schwab Investment Management Inc | 783.24K (1.40%) | 24.86K Increased by +3.17% | Dec 31, 24 |
| 18 | Silvercrest Asset Management Group LLC | 780.71K (1.40%) | -15.82K Decreased by -2.03% | Sep 30, 24 |
| 19 | Schroder Investment Management Group | 770.73K (1.38%) | -66.68K Decreased by -8.65% | Sep 30, 23 |
| 20 | Northern Trust Corp | 764.79K (1.37%) | 97.77K Increased by +12.78% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.85M (3.31%) | -480.00 Decreased by -0.03% | Jan 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.77M (3.17%) | 1.68K Increased by +0.10% | Dec 31, 24 |
| 3 | American Century Equity Income Inv | 1.61M (2.88%) | -160.83K Decreased by -10.01% | Dec 31, 24 |
| 4 | American Century US Value Yield Eq Tr 2 | 1.61M (2.88%) | -160.83K Decreased by -10.01% | Dec 31, 24 |
| 5 | iShares Russell 2000 ETF | 1.54M (2.76%) | -11.75K Decreased by -0.76% | Jan 31, 25 |
| 6 | Vanguard Small Cap Index | 1.44M (2.58%) | 13.90K Increased by +0.96% | Dec 31, 24 |
| 7 | T. Rowe Price Small-Cap Value | 1.24M (2.22%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | American Century Mid Cap Value Inv | 1.04M (1.86%) | -136.23K Decreased by -13.08% | Dec 31, 24 |
| 9 | American Century U.S. Mid Cap Value | 1.04M (1.86%) | -136.23K Decreased by -13.08% | Dec 31, 24 |
| 10 | Vanguard Small Cap Value Index Inv | 957.80K (1.71%) | -8.96K Decreased by -0.94% | Dec 31, 24 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 855.85K (1.53%) | 18.30K Increased by +2.14% | Dec 31, 24 |
| 12 | Franklin Utilities A1 | 700.00K (1.25%) | 17.51K Increased by +2.50% | Dec 31, 24 |
| 13 | Franklin Utilities Fund A1 | 700.00K (1.25%) | 17.51K Increased by +2.50% | Dec 31, 24 |
| 14 | T. Rowe Price U.S. SC Value Eq Tr-Z | 692.58K (1.24%) | 26.17K Increased by +3.78% | Dec 31, 24 |
| 15 | SPDR® S&P Dividend ETF | 637.35K (1.14%) | -47.20K Decreased by -7.41% | Jan 31, 25 |
| 16 | Calvert Small-Cap A | 623.67K (1.12%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | Calvert US Small-Cap Strategy | 623.67K (1.12%) | -456.41K Decreased by -73.18% | Dec 31, 23 |
| 18 | First Trust Value Line® Dividend ETF | 601.89K (1.08%) | -429.00 Decreased by -0.07% | Jan 30, 25 |
| 19 | Victory Small Cap Value CIT (Net 75) | 595.00K (1.07%) | -40.00K Decreased by -6.72% | Jun 30, 24 |
| 20 | Victory Sycamore Small Company Opp R | 595.00K (1.07%) | -40.00K Decreased by -6.72% | Jun 30, 24 |