| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.68M (16.32%) | -298.50K Decreased by -4.47% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 5.14M (12.56%) | -30.42K Decreased by -0.59% | Jun 30, 25 |
| 3 | State Street Corp | 1.60M (3.92%) | -57.35K Decreased by -3.58% | Mar 31, 25 |
| 4 | State Street Corporation | 1.58M (3.86%) | 37.71K Increased by +2.39% | Mar 31, 24 |
| 5 | First Trust Advisors L.P. | 1.25M (3.06%) | 572.06K Increased by +45.61% | Mar 31, 25 |
| 6 | Geode Capital Management, LLC | 1.03M (2.50%) | 33.71K Increased by +3.29% | Mar 31, 25 |
| 7 | Dimensional Fund Advisors, Inc. | 884.51K (2.16%) | -27.56K Decreased by -3.12% | Jun 30, 25 |
| 8 | Charles Schwab Investment Management Inc | 534.33K (1.31%) | -17.01K Decreased by -3.18% | Jun 30, 25 |
| 9 | Northern Trust Corp | 495.05K (1.21%) | -50.57K Decreased by -10.21% | Mar 31, 25 |
| 10 | Gabelli Funds LLC | 470.70K (1.15%) | -1.80K Decreased by -0.38% | Mar 31, 25 |
| 11 | Caisse De Depot Et Placement Du Quebec | 406.32K (0.99%) | 183.32K Increased by +45.12% | Mar 31, 25 |
| 12 | Morgan Stanley - Brokerage Accounts | 399.50K (0.98%) | -112.19K Decreased by -28.08% | Mar 31, 25 |
| 13 | Bank of New York Mellon Corp | 392.37K (0.96%) | -12.78K Decreased by -3.26% | Mar 31, 25 |
| 14 | Amvescap Plc. | 319.91K (0.78%) | 28.56K Increased by +8.93% | Mar 31, 25 |
| 15 | Bank of America Corp | 310.91K (0.76%) | 84.79K Increased by +27.27% | Mar 31, 25 |
| 16 | Millennium Management LLC | 310.21K (0.76%) | -101.07K Decreased by -32.58% | Mar 31, 25 |
| 17 | JPMorgan Chase & Co | 283.74K (0.69%) | 94.40K Increased by +33.27% | Mar 31, 25 |
| 18 | Nuveen Asset Management, LLC | 283.08K (0.69%) | -37.56K Decreased by -13.27% | Sep 30, 24 |
| 19 | Gamco Investors, Inc. Et Al | 273.19K (0.67%) | -500.00 Decreased by -0.18% | Mar 31, 25 |
| 20 | UBS Group AG | 262.32K (0.64%) | 182.70K Increased by +69.65% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.50M (6.11%) | 366.00 Increased by +0.01% | Jul 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.35M (3.30%) | 5.19K Increased by +0.38% | Jun 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.32M (3.22%) | 1.08K Increased by +0.08% | Sep 30, 24 |
| 4 | Vanguard Small Cap Index | 1.02M (2.50%) | -31.73K Decreased by -3.10% | Jun 30, 25 |
| 5 | iShares Russell 2000 ETF | 908.69K (2.22%) | -17.22K Decreased by -1.90% | Jul 31, 25 |
| 6 | FullerThaler Behavioral Sm-Cp Eq R6 | 677.02K (1.65%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 7 | FullerThaler Behavioral Small-Cap Equity | 677.02K (1.65%) | 0.00 Increased by 0.00% | May 31, 24 |
| 8 | First Trust SMID Cp Rising Div Achv ETF | 667.72K (1.63%) | -1.30K Decreased by -0.19% | Jul 31, 25 |
| 9 | Vanguard Small Cap Value Index Inv | 653.33K (1.60%) | -24.92K Decreased by -3.81% | Jun 30, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 645.89K (1.58%) | -3.41K Decreased by -0.53% | Jun 30, 25 |
| 11 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 516.12K (1.26%) | 128.46K Increased by +24.89% | Sep 30, 23 |
| 12 | Fuller & Thaler Behavioral Small-Cap Eq | 516.12K (1.26%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | First Trust Value Line® Dividend ETF | 500.23K (1.22%) | -625.00 Decreased by -0.12% | Jul 31, 25 |
| 14 | Fidelity Small Cap Index | 419.59K (1.02%) | 995.00 Increased by +0.24% | May 31, 25 |
| 15 | iShares S&P Small-Cap 600 Growth ETF | 410.52K (1.00%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 16 | Fidelity® Small Cap Index | 398.20K (0.97%) | 10.80K Increased by +2.71% | Oct 31, 23 |
| 17 | Gabelli Utilities AAA | 394.20K (0.96%) | -1.80K Decreased by -0.46% | Mar 31, 25 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 369.60K (0.90%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 362.74K (0.89%) | 201.00 Increased by +0.06% | Jul 31, 25 |
| 20 | iShares Russell 2000 Value ETF | 313.80K (0.77%) | 233.00 Increased by +0.07% | Jul 31, 25 |