| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 21.50M (17.38%) | 317.27K Increased by +1.48% | Dec 31, 24 |
| 2 | Bain Capital Credit | 13.93M (11.26%) | -739.06K Decreased by -5.30% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 9.93M (8.03%) | -129.74K Decreased by -1.31% | Dec 31, 24 |
| 4 | Sourcerock Group LLC | 9.55M (7.72%) | 331.11K Increased by +3.47% | Dec 31, 24 |
| 5 | State Street Corporation | 7.74M (6.25%) | 1.58M Increased by +20.38% | Mar 31, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 7.72M (6.24%) | 763.63K Increased by +9.89% | Dec 31, 24 |
| 7 | State Street Corp | 7.46M (6.03%) | -239.76K Decreased by -3.22% | Dec 31, 24 |
| 8 | American Century Companies Inc | 4.43M (3.58%) | 575.10K Increased by +12.99% | Dec 31, 24 |
| 9 | Canada Pension Plan Investment Board | 4.00M (3.23%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | Philosophy Capital Management LLC | 3.81M (3.08%) | 747.91K Increased by +19.61% | Dec 31, 24 |
| 11 | Nuveen Asset Management, LLC | 3.48M (2.81%) | -303.68K Decreased by -8.74% | Jun 30, 24 |
| 12 | MacKay Shields LLC | 3.13M (2.53%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | Geode Capital Management, LLC | 3.08M (2.49%) | -90.53K Decreased by -2.94% | Dec 31, 24 |
| 14 | 40 North Industries LLC | 2.76M (2.23%) | -351.84K Decreased by -12.73% | Sep 30, 23 |
| 15 | HITE Hedge Asset Management MLP | 2.55M (2.06%) | 1.12M Increased by +43.84% | Jun 30, 24 |
| 16 | Invesco Senior Secured Management Inc | 2.31M (1.87%) | -400.60K Decreased by -17.35% | Dec 31, 24 |
| 17 | Lasry Marc | 2.30M (1.86%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 18 | Citadel Advisors Llc | 2.26M (1.83%) | 2.17M Increased by +95.65% | Dec 31, 24 |
| 19 | BNP Paribas Investment Partners SA | 2.21M (1.79%) | 640.34K Increased by +28.97% | Dec 31, 24 |
| 20 | Charles Schwab Investment Management Inc | 2.10M (1.70%) | 101.28K Increased by +4.82% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 7.54M (6.10%) | -7.97K Decreased by -0.11% | Apr 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 4.32M (3.49%) | -535.14K Decreased by -12.38% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 4.31M (3.49%) | 25.23K Increased by +0.59% | Mar 31, 25 |
| 4 | Avantis US Small Cap Value ETF | 4.23M (3.42%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 5 | iShares Russell 2000 ETF | 3.58M (2.89%) | -28.99K Decreased by -0.81% | Apr 29, 25 |
| 6 | DFA US Small Cap Value I | 2.42M (1.95%) | -46.09K Decreased by -1.91% | Mar 31, 25 |
| 7 | BNP Paribas US Small Cap Classic R | 2.24M (1.81%) | 18.33K Increased by +0.82% | Mar 31, 25 |
| 8 | MainStay MacKay High Yield Corp Bd B | 2.07M (1.68%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | NYLI MacKay High Yield Corp Bond Cl R6 | 2.07M (1.68%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | NYLI MacKay High Yield Corporate Bd Cl A | 2.07M (1.68%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 11 | NYLI MacKay High Yield Corporate Bd Cl B | 2.07M (1.68%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 1.93M (1.56%) | 49.46K Increased by +2.57% | Mar 31, 25 |
| 13 | SPDR® S&P Oil & Gas Explor & Prodtn ETF | 1.75M (1.42%) | -294.70K Decreased by -16.82% | Apr 30, 25 |
| 14 | Fidelity Small Cap Index | 1.43M (1.16%) | 11.20K Increased by +0.78% | Feb 28, 25 |
| 15 | iShares Russell 2000 Value ETF | 1.36M (1.10%) | -4.61K Decreased by -0.34% | Apr 30, 25 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 1.22M (0.99%) | 1.18K Increased by +0.10% | Apr 30, 25 |
| 17 | DFA US Targeted Value I | 1.21M (0.98%) | 117.86K Increased by +9.71% | Mar 31, 25 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 1.19M (0.97%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | Dimensional US Targeted Value ETF | 1.13M (0.91%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | Columbia Small Cap Value I | 1.08M (0.88%) | 63.60K Increased by +5.86% | Mar 31, 25 |