| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.60M (16.16%) | 105.40K Increased by +1.60% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 5.28M (12.92%) | 43.19K Increased by +0.82% | Dec 31, 24 |
| 3 | State Street Corp | 1.60M (3.91%) | 18.11K Increased by +1.13% | Sep 30, 24 |
| 4 | State Street Corporation | 1.58M (3.87%) | 37.71K Increased by +2.39% | Mar 31, 24 |
| 5 | Geode Capital Management, LLC | 993.36K (2.43%) | -11.59K Decreased by -1.17% | Sep 30, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 968.84K (2.37%) | -44.39K Decreased by -4.58% | Dec 31, 24 |
| 7 | First Trust Advisors L.P. | 719.51K (1.76%) | 86.43K Increased by +12.01% | Sep 30, 24 |
| 8 | Charles Schwab Investment Management Inc | 536.54K (1.31%) | 27.41K Increased by +5.11% | Dec 31, 24 |
| 9 | Morgan Stanley - Brokerage Accounts | 527.11K (1.29%) | -487.43K Decreased by -92.47% | Sep 30, 24 |
| 10 | Gabelli Funds LLC | 474.50K (1.16%) | -24.70K Decreased by -5.21% | Sep 30, 24 |
| 11 | Northern Trust Corp | 474.02K (1.16%) | -94.03K Decreased by -19.84% | Sep 30, 24 |
| 12 | Bank of New York Mellon Corp | 405.15K (0.99%) | 8.99K Increased by +2.22% | Dec 31, 24 |
| 13 | Millennium Management LLC | 362.39K (0.89%) | 280.83K Increased by +77.49% | Sep 30, 24 |
| 14 | Nuveen Asset Management, LLC | 283.08K (0.69%) | -37.56K Decreased by -13.27% | Sep 30, 24 |
| 15 | Gamco Investors, Inc. Et Al | 273.69K (0.67%) | 10.25K Increased by +3.75% | Dec 31, 24 |
| 16 | Principal Financial Group Inc | 225.99K (0.55%) | 9.09K Increased by +4.02% | Dec 31, 24 |
| 17 | Qube Research & Technologies | 204.89K (0.50%) | 194.86K Increased by +95.11% | Sep 30, 24 |
| 18 | JPMorgan Chase & Co | 195.66K (0.48%) | -21.35K Decreased by -10.91% | Sep 30, 24 |
| 19 | Amvescap Plc. | 194.77K (0.48%) | -29.30K Decreased by -15.04% | Sep 30, 24 |
| 20 | LSV Asset Management | 183.82K (0.45%) | -12.20K Decreased by -6.64% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.69M (6.59%) | 11.51K Increased by +0.43% | Jan 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.31M (3.21%) | 1.60K Increased by +0.12% | Dec 31, 24 |
| 3 | iShares Russell 2000 ETF | 1.12M (2.75%) | -8.55K Decreased by -0.76% | Jan 31, 25 |
| 4 | Vanguard Small Cap Index | 1.07M (2.61%) | 10.32K Increased by +0.97% | Dec 31, 24 |
| 5 | Vanguard Small Cap Value Index Inv | 707.13K (1.73%) | -6.93K Decreased by -0.98% | Dec 31, 24 |
| 6 | FullerThaler Behavioral Sm-Cp Eq R6 | 677.02K (1.66%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 7 | FullerThaler Behavioral Small-Cap Equity | 677.02K (1.66%) | 0.00 Increased by 0.00% | May 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 636.55K (1.56%) | 12.63K Increased by +1.98% | Dec 31, 24 |
| 9 | First Trust Value Line® Dividend ETF | 542.60K (1.33%) | -387.00 Decreased by -0.07% | Jan 30, 25 |
| 10 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 516.12K (1.26%) | 128.46K Increased by +24.89% | Sep 30, 23 |
| 11 | Fuller & Thaler Behavioral Small-Cap Eq | 516.12K (1.26%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Fidelity Small Cap Index | 419.76K (1.03%) | -3.09K Decreased by -0.74% | Nov 30, 24 |
| 13 | iShares S&P Small-Cap 600 Growth ETF | 410.52K (1.01%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 14 | Fidelity® Small Cap Index | 398.20K (0.98%) | 10.80K Increased by +2.71% | Oct 31, 23 |
| 15 | Gabelli Utilities AAA | 398.00K (0.97%) | -23.00K Decreased by -5.78% | Sep 30, 24 |
| 16 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 383.62K (0.94%) | 138.00 Increased by +0.04% | Jan 31, 25 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 369.60K (0.91%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | Vanguard Tax-Managed Small Cap Adm | 295.80K (0.72%) | -2.46K Decreased by -0.83% | Dec 31, 24 |
| 19 | iShares S&P Small-Cap 600 Value ETF | 260.59K (0.64%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 252.22K (0.62%) | -300.00 Decreased by -0.12% | Jan 31, 25 |