| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 18.78M (15.88%) | -2.02M Decreased by -10.78% | Jun 30, 25 |
| 2 | Bain Capital Credit | 13.33M (11.28%) | -600.00K Decreased by -4.50% | Mar 31, 25 |
| 3 | Sourcerock Group LLC | 11.19M (9.47%) | 1.11M Increased by +9.92% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 9.36M (7.92%) | -631.10K Decreased by -6.74% | Jun 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 8.70M (7.36%) | 212.23K Increased by +2.44% | Jun 30, 25 |
| 6 | State Street Corporation | 7.74M (6.54%) | 1.58M Increased by +20.38% | Mar 31, 24 |
| 7 | State Street Corp | 6.17M (5.21%) | -796.55K Decreased by -12.92% | Jun 30, 25 |
| 8 | American Century Companies Inc | 5.31M (4.49%) | 449.38K Increased by +8.46% | Jun 30, 25 |
| 9 | Philosophy Capital Management LLC | 4.49M (3.79%) | 234.20K Increased by +5.22% | Jun 30, 25 |
| 10 | Canada Pension Plan Investment Board | 4.00M (3.38%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | Nuveen Asset Management, LLC | 3.48M (2.94%) | -303.68K Decreased by -8.74% | Jun 30, 24 |
| 12 | MacKay Shields LLC | 3.13M (2.65%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Geode Capital Management, LLC | 2.87M (2.43%) | -302.75K Decreased by -10.54% | Jun 30, 25 |
| 14 | 40 North Industries LLC | 2.76M (2.34%) | -351.84K Decreased by -12.73% | Sep 30, 23 |
| 15 | Citadel Advisors Llc | 2.74M (2.32%) | 7.15K Increased by +0.26% | Jun 30, 25 |
| 16 | HITE Hedge Asset Management MLP | 2.55M (2.15%) | 1.12M Increased by +43.84% | Jun 30, 24 |
| 17 | UBS Asset Mgmt Americas Inc | 2.37M (2.01%) | 189.54K Increased by +7.99% | Jun 30, 25 |
| 18 | Lasry Marc | 2.30M (1.95%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | Invesco Senior Secured Management Inc | 2.29M (1.94%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | Charles Schwab Investment Management Inc | 2.26M (1.91%) | -73.26K Decreased by -3.25% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 7.32M (6.19%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Avantis US Small Cap Value ETF | 4.68M (3.96%) | 8.62K Increased by +0.18% | Aug 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 4.32M (3.66%) | -535.14K Decreased by -12.38% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 3.90M (3.30%) | -86.56K Decreased by -2.22% | Jul 31, 25 |
| 5 | iShares Russell 2000 ETF | 2.97M (2.51%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 6 | MainStay MacKay High Yield Corp Bd B | 2.07M (1.75%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 7 | NYLI MacKay High Yield Corp Bond Cl R6 | 2.07M (1.75%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 8 | NYLI MacKay High Yield Corporate Bd Cl A | 2.07M (1.75%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | NYLI MacKay High Yield Corporate Bd Cl B | 2.07M (1.75%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | DFA US Small Cap Value I | 1.81M (1.53%) | -406.28K Decreased by -22.42% | Jul 31, 25 |
| 11 | BNP Paribas US Small Cap ClassicC | 1.77M (1.50%) | 4.60K Increased by +0.26% | Jul 31, 25 |
| 12 | BNP Paribas US Small Cap Classic R | 1.74M (1.47%) | -210.76K Decreased by -12.10% | May 31, 25 |
| 13 | SPDR® S&P Oil & Gas Explor & Prodtn ETF | 1.49M (1.26%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 1.32M (1.12%) | -578.78K Decreased by -43.88% | Jul 31, 25 |
| 15 | DFA US Targeted Value I | 1.31M (1.11%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 16 | Fidelity Small Cap Index | 1.20M (1.02%) | -258.11K Decreased by -21.47% | Jun 30, 25 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 1.19M (1.01%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | Franklin Bank Loans Composite | 1.17M (0.99%) | 101.30K Increased by +8.62% | Jun 30, 25 |
| 19 | Dimensional US Targeted Value ETF | 1.16M (0.98%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 20 | iShares S&P Small-Cap 600 Value ETF | 1.15M (0.97%) | 0.00 Increased by 0.00% | Aug 31, 25 |