| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 13.43M (12.36%) | -476.16K Decreased by -3.55% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 11.91M (10.96%) | 572.53K Increased by +4.81% | Dec 31, 24 |
| 3 | JPMorgan Chase & Co | 6.48M (5.96%) | -368.08K Decreased by -5.68% | Sep 30, 24 |
| 4 | State Street Corp | 4.12M (3.79%) | 66.44K Increased by +1.61% | Sep 30, 24 |
| 5 | State Street Corporation | 4.07M (3.75%) | 180.23K Increased by +4.42% | Mar 31, 24 |
| 6 | Fuller & Thaler Asset Management Inc | 3.32M (3.06%) | -60.96K Decreased by -1.83% | Sep 30, 24 |
| 7 | ATLAS Infrastructure Partners (UK) Ltd | 3.15M (2.90%) | -102.23K Decreased by -3.24% | Sep 30, 24 |
| 8 | Goldman Sachs Group Inc | 3.10M (2.85%) | -1.42M Decreased by -45.69% | Sep 30, 24 |
| 9 | AllianceBernstein L.P. | 2.75M (2.54%) | -63.51K Decreased by -2.31% | Sep 30, 24 |
| 10 | Massachusetts Financial Services Company | 2.67M (2.45%) | -24.07K Decreased by -0.90% | Dec 31, 24 |
| 11 | Geode Capital Management, LLC | 2.44M (2.25%) | 25.33K Increased by +1.04% | Sep 30, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 2.13M (1.96%) | -927.78K Decreased by -43.50% | Sep 30, 24 |
| 13 | Amvescap Plc. | 1.93M (1.77%) | 31.71K Increased by +1.64% | Sep 30, 24 |
| 14 | Zimmer Partners LP | 1.84M (1.70%) | 952.21K Increased by +51.68% | Sep 30, 24 |
| 15 | Channing Capital Management, LLC | 1.83M (1.69%) | 123.22K Increased by +6.73% | Dec 31, 24 |
| 16 | Wellington Management Company LLP | 1.79M (1.65%) | -720.09K Decreased by -40.28% | Dec 31, 23 |
| 17 | Bank of New York Mellon Corp | 1.72M (1.58%) | 138.83K Increased by +8.09% | Dec 31, 24 |
| 18 | Dimensional Fund Advisors, Inc. | 1.64M (1.51%) | 59.86K Increased by +3.64% | Dec 31, 24 |
| 19 | Principal Financial Group Inc | 1.53M (1.40%) | -100.79K Decreased by -6.61% | Dec 31, 24 |
| 20 | HITE Hedge Asset Management MLP | 1.49M (1.37%) | 97.92K Increased by +6.59% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Undiscovered Managers Behavioral Val L | 3.45M (3.17%) | 699.62K Increased by +20.30% | Dec 31, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 3.44M (3.17%) | -896.00 Decreased by -0.03% | Jan 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 3.34M (3.08%) | 115.20K Increased by +3.45% | Dec 31, 24 |
| 4 | iShares Russell 2000 ETF | 2.87M (2.65%) | -21.85K Decreased by -0.76% | Jan 31, 25 |
| 5 | FullerThaler Behavioral Small-Cap Value | 2.86M (2.63%) | -153.14K Decreased by -5.36% | Nov 30, 24 |
| 6 | Vanguard Small Cap Index | 2.69M (2.47%) | 85.04K Increased by +3.17% | Dec 31, 24 |
| 7 | Fuller & Thaler Behavrl Small-Cap Value | 1.87M (1.72%) | 178.46K Increased by +9.56% | Nov 30, 23 |
| 8 | Vanguard Small Cap Value Index Inv | 1.78M (1.64%) | 24.70K Increased by +1.39% | Dec 31, 24 |
| 9 | ATLAS Global Infrastructure GBP Unhedged | 1.72M (1.59%) | -192.04K Decreased by -11.15% | Sep 30, 24 |
| 10 | ATLAS Global Infrastructure USD Unhedged | 1.66M (1.53%) | -58.91K Decreased by -3.54% | Dec 31, 24 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 1.58M (1.46%) | 45.71K Increased by +2.89% | Dec 31, 24 |
| 12 | JPM Small Cap Equity-MA | 1.17M (1.07%) | -133.54K Decreased by -11.44% | Dec 31, 24 |
| 13 | JPM US Small Cap Core-Composite | 1.17M (1.07%) | -133.54K Decreased by -11.44% | Dec 31, 24 |
| 14 | JPMorgan Small Cap Equity A | 1.17M (1.07%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | Fidelity Small Cap Index | 1.03M (0.95%) | -1.22K Decreased by -0.12% | Nov 30, 24 |
| 16 | MFS New Discovery Value I | 1.01M (0.93%) | 4.41K Increased by +0.44% | Dec 31, 24 |
| 17 | First Trust Value Line® Dividend ETF | 1.00M (0.92%) | -714.00 Decreased by -0.07% | Jan 30, 25 |
| 18 | iShares Russell 2000 Value ETF | 967.89K (0.89%) | 1.32K Increased by +0.14% | Jan 31, 25 |
| 19 | Fidelity® Small Cap Index | 932.91K (0.86%) | 24.92K Increased by +2.67% | Oct 31, 23 |
| 20 | MFS Utilities A | 849.22K (0.78%) | 0.00 Increased by 0.00% | Dec 31, 24 |