| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.98M (17.05%) | 379.24K Increased by +5.43% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 5.28M (12.89%) | 43.19K Increased by +0.82% | Dec 31, 24 |
| 3 | State Street Corp | 1.66M (4.06%) | 62.24K Increased by +3.75% | Dec 31, 24 |
| 4 | State Street Corporation | 1.58M (3.86%) | 37.71K Increased by +2.39% | Mar 31, 24 |
| 5 | Geode Capital Management, LLC | 991.75K (2.42%) | -1.61K Decreased by -0.16% | Dec 31, 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. | 682.23K (1.67%) | -37.29K Decreased by -5.47% | Dec 31, 24 |
| 8 | Northern Trust Corp | 545.62K (1.33%) | 71.60K Increased by +13.12% | Dec 31, 24 |
| 9 | Charles Schwab Investment Management Inc | 536.54K (1.31%) | 27.41K Increased by +5.11% | Dec 31, 24 |
| 10 | Morgan Stanley - Brokerage Accounts | 511.69K (1.25%) | -15.42K Decreased by -3.01% | Dec 31, 24 |
| 11 | Gabelli Funds LLC | 472.50K (1.15%) | -2.00K Decreased by -0.42% | Dec 31, 24 |
| 12 | Millennium Management LLC | 411.28K (1.00%) | 48.89K Increased by +11.89% | Dec 31, 24 |
| 13 | Bank of New York Mellon Corp | 405.15K (0.99%) | 8.99K Increased by +2.22% | Dec 31, 24 |
| 14 | Amvescap Plc. | 291.34K (0.71%) | 96.57K Increased by +33.15% | Dec 31, 24 |
| 15 | Nuveen Asset Management, LLC | 283.08K (0.69%) | -37.56K Decreased by -13.27% | Sep 30, 24 |
| 16 | Gamco Investors, Inc. Et Al | 273.69K (0.67%) | 10.25K Increased by +3.75% | Dec 31, 24 |
| 17 | UBS Group AG | 262.32K (0.64%) | 182.70K Increased by +69.65% | Dec 31, 24 |
| 18 | Goldman Sachs Group Inc | 254.87K (0.62%) | 74.08K Increased by +29.07% | Dec 31, 24 |
| 19 | Principal Financial Group Inc | 231.56K (0.57%) | 5.57K Increased by +2.41% | Mar 31, 25 |
| 20 | Bank of America Corp | 226.13K (0.55%) | 46.24K Increased by +20.45% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.54M (6.20%) | -2.23K Decreased by -0.09% | Apr 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 1.32M (3.22%) | 1.08K Increased by +0.08% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.32M (3.22%) | 4.95K Increased by +0.38% | Mar 31, 25 |
| 4 | Vanguard Small Cap Index | 1.04M (2.55%) | -23.34K Decreased by -2.23% | Mar 31, 25 |
| 5 | iShares Russell 2000 ETF | 1.02M (2.50%) | 173.00 Increased by +0.02% | Apr 30, 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 | Vanguard Small Cap Value Index Inv | 676.70K (1.65%) | -26.79K Decreased by -3.96% | Mar 31, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 639.25K (1.56%) | 1.64K Increased by +0.26% | Mar 31, 25 |
| 10 | First Trust SMID Cp Rising Div Achv ETF | 608.14K (1.49%) | 524.00 Increased by +0.09% | Apr 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 | 503.63K (1.23%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 14 | Fidelity Small Cap Index | 412.02K (1.01%) | 3.83K Increased by +0.93% | Feb 28, 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 | 396.00K (0.97%) | -2.00K Decreased by -0.51% | Dec 31, 24 |
| 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 | 361.27K (0.88%) | 0.00 Increased by 0.00% | Apr 29, 25 |
| 20 | Vanguard Tax-Managed Small Cap Adm | 288.58K (0.71%) | -7.22K Decreased by -2.50% | Mar 31, 25 |