| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.43M (15.64%) | -253.14K Decreased by -3.94% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 5.14M (12.51%) | -30.42K Decreased by -0.59% | Jun 30, 25 |
| 3 | State Street Corporation | 1.58M (3.84%) | 37.71K Increased by +2.39% | Mar 31, 24 |
| 4 | State Street Corp | 1.57M (3.82%) | -31.47K Decreased by -2.00% | Jun 30, 25 |
| 5 | First Trust Advisors L.P. | 1.24M (3.03%) | -10.71K Decreased by -0.86% | Jun 30, 25 |
| 6 | Geode Capital Management, LLC | 1.01M (2.46%) | -14.85K Decreased by -1.47% | Jun 30, 25 |
| 7 | Dimensional Fund Advisors, Inc. | 884.51K (2.15%) | -27.56K Decreased by -3.12% | Jun 30, 25 |
| 8 | Caisse De Depot Et Placement Du Quebec | 563.97K (1.37%) | 157.65K Increased by +27.95% | Jun 30, 25 |
| 9 | Charles Schwab Investment Management Inc | 534.33K (1.30%) | -17.01K Decreased by -3.18% | Jun 30, 25 |
| 10 | Millennium Management LLC | 476.58K (1.16%) | 166.38K Increased by +34.91% | Jun 30, 25 |
| 11 | Gabelli Funds LLC | 469.60K (1.14%) | -1.10K Decreased by -0.23% | Jun 30, 25 |
| 12 | Morgan Stanley - Brokerage Accounts | 430.90K (1.05%) | 31.40K Increased by +7.29% | Jun 30, 25 |
| 13 | Bank of America Corp | 409.16K (1.00%) | 98.24K Increased by +24.01% | Jun 30, 25 |
| 14 | Northern Trust Corp | 407.97K (0.99%) | -87.08K Decreased by -21.34% | Jun 30, 25 |
| 15 | Bank of New York Mellon Corp | 384.47K (0.94%) | -7.90K Decreased by -2.05% | Jun 30, 25 |
| 16 | JPMorgan Chase & Co | 341.50K (0.83%) | 57.75K Increased by +16.91% | Jun 30, 25 |
| 17 | Nuveen Asset Management, LLC | 283.08K (0.69%) | -37.56K Decreased by -13.27% | Sep 30, 24 |
| 18 | Gamco Investors, Inc. Et Al | 273.39K (0.67%) | 200.00 Increased by +0.07% | Jun 30, 25 |
| 19 | UBS Group AG | 262.32K (0.64%) | 182.70K Increased by +69.65% | Dec 31, 24 |
| 20 | Amvescap Plc. | 254.21K (0.62%) | -65.70K Decreased by -25.85% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.50M (6.07%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.32M (3.22%) | -28.37K Decreased by -2.14% | Jul 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.32M (3.21%) | 1.08K Increased by +0.08% | Sep 30, 24 |
| 4 | Vanguard Small Cap Index | 1.02M (2.48%) | -6.35K Decreased by -0.62% | Jul 31, 25 |
| 5 | iShares Russell 2000 ETF | 933.64K (2.27%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 6 | First Trust SMID Cp Rising Div Achv ETF | 678.38K (1.65%) | 720.00 Increased by +0.11% | Aug 28, 25 |
| 7 | FullerThaler Behavioral Sm-Cp Eq R6 | 677.02K (1.65%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 8 | FullerThaler Behavioral Small-Cap Equity | 677.02K (1.65%) | 0.00 Increased by 0.00% | May 31, 24 |
| 9 | Vanguard Small Cap Value Index Inv | 655.23K (1.59%) | 1.90K Increased by +0.29% | Jul 31, 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 | First Trust Value Line® Dividend ETF | 463.51K (1.13%) | 117.00 Increased by +0.03% | Aug 28, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 450.11K (1.09%) | -195.78K Decreased by -43.50% | Jul 31, 25 |
| 14 | iShares S&P Small-Cap 600 Growth ETF | 410.52K (1.00%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 15 | Fidelity® Small Cap Index | 398.20K (0.97%) | 10.80K Increased by +2.71% | Oct 31, 23 |
| 16 | Gabelli Utilities AAA | 394.05K (0.96%) | -149.00 Decreased by -0.04% | Jun 30, 25 |
| 17 | Fidelity Small Cap Index | 387.05K (0.94%) | -32.54K Decreased by -8.41% | Jun 30, 25 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 370.38K (0.90%) | 4.42K Increased by +1.19% | Aug 29, 25 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 369.60K (0.90%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | iShares Russell 2000 Value ETF | 317.05K (0.77%) | 0.00 Increased by 0.00% | Aug 31, 25 |