| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 19.90M (17.68%) | 2.19M Increased by +11.02% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 14.84M (13.18%) | -426.04K Decreased by -2.87% | Jun 30, 25 |
| 3 | State Street Corporation | 6.25M (5.55%) | -421.11K Decreased by -6.73% | Mar 31, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 5.89M (5.23%) | -416.50K Decreased by -7.07% | Jun 30, 25 |
| 5 | State Street Corp | 5.74M (5.09%) | -612.69K Decreased by -10.68% | Jun 30, 25 |
| 6 | American Century Companies Inc | 4.21M (3.74%) | 300.87K Increased by +7.15% | Jun 30, 25 |
| 7 | Pacer Advisors, INC. | 4.14M (3.67%) | -325.77K Decreased by -7.87% | Dec 31, 24 |
| 8 | Westwood Holdings Group Inc | 3.73M (3.31%) | 524.11K Increased by +14.05% | Jun 30, 25 |
| 9 | Macquarie Group Ltd | 3.43M (3.05%) | 955.32K Increased by +27.82% | Jun 30, 25 |
| 10 | JPMorgan Chase & Co | 3.37M (3.00%) | -893.03K Decreased by -26.47% | Jun 30, 25 |
| 11 | Geode Capital Management, LLC | 2.71M (2.41%) | 17.93K Increased by +0.66% | Jun 30, 25 |
| 12 | Amvescap Plc. | 2.29M (2.03%) | 415.45K Increased by +18.15% | Jun 30, 25 |
| 13 | River Road Asset Management, LLC | 1.74M (1.54%) | -19.94K Decreased by -1.15% | Jun 30, 25 |
| 14 | T. Rowe Price Investment Management,Inc. | 1.57M (1.39%) | -1.19M Decreased by -76.25% | Jun 30, 24 |
| 15 | Channing Capital Management, LLC | 1.56M (1.38%) | 391.54K Increased by +25.12% | Mar 31, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 1.55M (1.37%) | 252.43K Increased by +16.34% | Jun 30, 25 |
| 17 | HITE Hedge Asset Management MLP | 1.47M (1.30%) | 1.47M Increased by +100.00% | Mar 31, 25 |
| 18 | Citadel Advisors Llc | 1.44M (1.28%) | -976.88K Decreased by -67.83% | Jun 30, 25 |
| 19 | Aventail Capital Group, LP | 1.39M (1.24%) | 974.47K Increased by +70.07% | Dec 31, 23 |
| 20 | Goldman Sachs Group Inc | 1.35M (1.20%) | -86.74K Decreased by -6.42% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 6.81M (6.05%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Avantis US Small Cap Value ETF | 3.90M (3.47%) | 9.46K Increased by +0.24% | Aug 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 3.62M (3.21%) | 2.91K Increased by +0.08% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 3.59M (3.19%) | -77.45K Decreased by -2.16% | Jul 31, 25 |
| 5 | Pacer US Small Cap Cash Cows 100 ETF | 3.57M (3.17%) | -25.97K Decreased by -0.73% | Feb 28, 25 |
| 6 | Vanguard Small Cap Index | 2.78M (2.47%) | -18.87K Decreased by -0.68% | Jul 31, 25 |
| 7 | iShares Russell 2000 ETF | 2.76M (2.45%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 8 | Macquarie Small Cap Core I | 2.57M (2.28%) | -193.10K Decreased by -7.51% | Jul 31, 25 |
| 9 | Loomis Sayles HYCSV CIT | 1.94M (1.72%) | 1.94M Increased by +100.00% | Jun 30, 25 |
| 10 | Vanguard Small Cap Value Index Inv | 1.79M (1.59%) | 5.67K Increased by +0.32% | Jul 31, 25 |
| 11 | Delaware US Small Cap Core Equity (SMA) | 1.78M (1.58%) | 68.09K Increased by +3.84% | Mar 31, 24 |
| 12 | Macquarie US Small Cap Core Equity | 1.78M (1.58%) | 68.09K Increased by +3.84% | Mar 31, 24 |
| 13 | Delaware Small Cap Core I | 1.61M (1.43%) | -9.98K Decreased by -0.62% | Sep 30, 24 |
| 14 | JPM Small Cap Equity-MA | 1.54M (1.37%) | -114.31K Decreased by -7.41% | Jun 30, 25 |
| 15 | JPM US Small Cap Core-Composite | 1.54M (1.37%) | -114.31K Decreased by -7.41% | Jun 30, 25 |
| 16 | Loomis Sayles Strategic Alpha | 1.51M (1.34%) | 1.51M Increased by +100.00% | Jun 30, 25 |
| 17 | JPMorgan Small Cap Equity A | 1.49M (1.32%) | -55.50K Decreased by -3.73% | Jul 31, 25 |
| 18 | DFA US Small Cap Value I | 1.45M (1.29%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | SPDR® S&P Oil & Gas Explor & Prodtn ETF | 1.40M (1.24%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 20 | Vanguard Institutional Extnd Mkt Idx Tr | 1.23M (1.09%) | -528.45K Decreased by -42.92% | Jul 31, 25 |