| 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 | 5.17M (12.64%) | -101.83K Decreased by -1.97% | Mar 31, 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 | Geode Capital Management, LLC | 1.03M (2.51%) | 33.71K Increased by +3.29% | Mar 31, 25 |
| 6 | Dimensional Fund Advisors, Inc. | 912.07K (2.23%) | -56.77K Decreased by -6.22% | Mar 31, 25 |
| 7 | First Trust Advisors L.P. | 682.23K (1.67%) | -37.29K Decreased by -5.47% | Dec 31, 24 |
| 8 | Charles Schwab Investment Management Inc | 551.34K (1.35%) | 14.79K Increased by +2.68% | Mar 31, 25 |
| 9 | Northern Trust Corp | 545.62K (1.33%) | 71.60K Increased by +13.12% | Dec 31, 24 |
| 10 | Gabelli Funds LLC | 472.50K (1.15%) | -2.00K Decreased by -0.42% | Dec 31, 24 |
| 11 | Millennium Management LLC | 411.28K (1.00%) | 48.89K Increased by +11.89% | Dec 31, 24 |
| 12 | Caisse De Depot Et Placement Du Quebec | 406.32K (0.99%) | 183.32K Increased by +45.12% | Mar 31, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 399.50K (0.98%) | -112.19K Decreased by -28.08% | Mar 31, 25 |
| 14 | Bank of New York Mellon Corp | 392.37K (0.96%) | -12.78K Decreased by -3.26% | Mar 31, 25 |
| 15 | Bank of America Corp | 310.91K (0.76%) | 84.79K Increased by +27.27% | Mar 31, 25 |
| 16 | Amvescap Plc. | 291.34K (0.71%) | 96.57K Increased by +33.15% | Dec 31, 24 |
| 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 | 2.54M (6.20%) | -2.23K Decreased by -0.09% | Apr 30, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.35M (3.29%) | 26.20K Increased by +1.95% | Apr 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 | 1.05M (2.57%) | 5.55K Increased by +0.53% | Apr 30, 25 |
| 5 | iShares Russell 2000 ETF | 1.02M (2.50%) | 173.00 Increased by +0.02% | Apr 30, 25 |
| 6 | Vanguard Small Cap Value Index Inv | 678.83K (1.66%) | 2.13K Increased by +0.31% | Apr 30, 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 Institutional Extnd Mkt Idx Tr | 644.88K (1.58%) | 5.63K Increased by +0.87% | Apr 30, 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 30, 25 |
| 20 | Vanguard Tax-Managed Small Cap Adm | 288.58K (0.71%) | 0.00 Increased by 0.00% | Apr 30, 25 |