| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 21.50M (17.18%) | 317.27K Increased by +1.48% | Dec 31, 24 |
| 2 | Bain Capital Credit | 13.93M (11.13%) | -739.06K Decreased by -5.30% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 9.93M (7.94%) | -129.74K Decreased by -1.31% | Dec 31, 24 |
| 4 | Sourcerock Group LLC | 9.55M (7.63%) | 331.11K Increased by +3.47% | Dec 31, 24 |
| 5 | State Street Corporation | 7.74M (6.18%) | 1.58M Increased by +20.38% | Mar 31, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 7.72M (6.17%) | 763.63K Increased by +9.89% | Dec 31, 24 |
| 7 | State Street Corp | 7.46M (5.96%) | -239.76K Decreased by -3.22% | Dec 31, 24 |
| 8 | American Century Companies Inc | 4.43M (3.54%) | 575.10K Increased by +12.99% | Dec 31, 24 |
| 9 | Canada Pension Plan Investment Board | 4.00M (3.20%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | Philosophy Capital Management LLC | 3.81M (3.05%) | 747.91K Increased by +19.61% | Dec 31, 24 |
| 11 | Nuveen Asset Management, LLC | 3.48M (2.78%) | -303.68K Decreased by -8.74% | Jun 30, 24 |
| 12 | MacKay Shields LLC | 3.13M (2.50%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | Geode Capital Management, LLC | 3.08M (2.46%) | -90.53K Decreased by -2.94% | Dec 31, 24 |
| 14 | 40 North Industries LLC | 2.76M (2.21%) | -351.84K Decreased by -12.73% | Sep 30, 23 |
| 15 | HITE Hedge Asset Management MLP | 2.55M (2.03%) | 1.12M Increased by +43.84% | Jun 30, 24 |
| 16 | Invesco Senior Secured Management Inc | 2.31M (1.84%) | -400.60K Decreased by -17.35% | Dec 31, 24 |
| 17 | Lasry Marc | 2.30M (1.84%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 18 | Citadel Advisors Llc | 2.26M (1.81%) | 2.17M Increased by +95.65% | Dec 31, 24 |
| 19 | BNP Paribas Investment Partners SA | 2.21M (1.77%) | 640.34K Increased by +28.97% | Dec 31, 24 |
| 20 | Charles Schwab Investment Management Inc | 2.10M (1.68%) | 101.28K Increased by +4.82% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 7.68M (6.13%) | 5.31K Increased by +0.07% | Mar 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 4.29M (3.42%) | 4.94K Increased by +0.12% | Feb 28, 25 |
| 3 | Avantis US Small Cap Value ETF | 4.11M (3.29%) | 4.61K Increased by +0.11% | Mar 29, 25 |
| 4 | iShares Russell 2000 ETF | 3.80M (3.04%) | -32.95K Decreased by -0.87% | Mar 31, 25 |
| 5 | DFA US Small Cap Value I | 2.46M (1.97%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 6 | BNP Paribas US Small Cap Classic R | 2.22M (1.77%) | 156.95K Increased by +7.07% | Feb 28, 25 |
| 7 | MainStay MacKay High Yield Corp Bd B | 2.07M (1.66%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | NYLI MacKay High Yield Corp Bond Cl R6 | 2.07M (1.66%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | NYLI MacKay High Yield Corporate Bd Cl B | 2.07M (1.66%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | SPDR® S&P Oil & Gas Explor & Prodtn ETF | 2.00M (1.60%) | -58.88K Decreased by -2.94% | Mar 31, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 1.88M (1.50%) | 3.00K Increased by +0.16% | Feb 28, 25 |
| 12 | Fidelity Small Cap Index | 1.42M (1.14%) | -26.61K Decreased by -1.87% | Jan 31, 25 |
| 13 | iShares Russell 2000 Value ETF | 1.34M (1.07%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | iShares S&P Small-Cap 600 Value ETF | 1.26M (1.01%) | -1.20K Decreased by -0.09% | Mar 31, 25 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 1.19M (0.95%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | Columbia Small Cap Value I | 1.10M (0.88%) | 78.80K Increased by +7.16% | Jan 31, 25 |
| 17 | DFA US Targeted Value I | 1.10M (0.88%) | 107.22K Increased by +9.78% | Feb 28, 25 |
| 18 | Dimensional US Targeted Value ETF | 1.09M (0.87%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | Columbia Small Cap Value I A | 1.09M (0.87%) | -5.90K Decreased by -0.54% | Feb 28, 25 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 1.07M (0.86%) | 1.61K Increased by +0.15% | Mar 31, 25 |