| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 20.80M (17.59%) | -698.72K Decreased by -3.36% | Mar 31, 25 |
| 2 | Bain Capital Credit | 13.33M (11.27%) | -600.00K Decreased by -4.50% | Mar 31, 25 |
| 3 | Sourcerock Group LLC | 11.19M (9.46%) | 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 | 6.96M (5.89%) | -494.52K Decreased by -7.10% | Mar 31, 25 |
| 8 | American Century Companies Inc | 5.31M (4.49%) | 449.38K Increased by +8.46% | Jun 30, 25 |
| 9 | Philosophy Capital Management LLC | 4.25M (3.59%) | 437.79K Increased by +10.30% | Mar 31, 25 |
| 10 | Canada Pension Plan Investment Board | 4.00M (3.38%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | Nuveen Asset Management, LLC | 3.48M (2.94%) | -303.68K Decreased by -8.74% | Jun 30, 24 |
| 12 | Geode Capital Management, LLC | 3.18M (2.69%) | 97.56K Increased by +3.07% | Mar 31, 25 |
| 13 | MacKay Shields LLC | 3.13M (2.65%) | 0.00 Increased by 0.00% | 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 (2.31%) | 471.68K Increased by +17.24% | Mar 31, 25 |
| 16 | HITE Hedge Asset Management MLP | 2.55M (2.15%) | 1.12M Increased by +43.84% | Jun 30, 24 |
| 17 | BNP Paribas Investment Partners SA | 2.47M (2.09%) | 261.86K Increased by +10.59% | Mar 31, 25 |
| 18 | UBS Asset Mgmt Americas Inc | 2.37M (2.01%) | 189.54K Increased by +7.99% | Jun 30, 25 |
| 19 | Lasry Marc | 2.30M (1.95%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 20 | Invesco Senior Secured Management Inc | 2.29M (1.94%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 7.35M (6.22%) | 1.21K Increased by +0.02% | Jul 31, 25 |
| 2 | Avantis US Small Cap Value ETF | 4.58M (3.87%) | 3.38K Increased by +0.07% | Jul 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 4.32M (3.65%) | -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 | 2.90M (2.46%) | -55.23K Decreased by -1.90% | Jul 31, 25 |
| 6 | DFA US Small Cap Value I | 2.22M (1.88%) | -195.09K Decreased by -8.79% | Jun 30, 25 |
| 7 | MainStay MacKay High Yield Corp Bd B | 2.07M (1.75%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | NYLI MacKay High Yield Corp Bond Cl R6 | 2.07M (1.75%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | NYLI MacKay High Yield Corporate Bd Cl A | 2.07M (1.75%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | NYLI MacKay High Yield Corporate Bd Cl B | 2.07M (1.75%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | BNP Paribas US Small Cap ClassicC | 1.77M (1.50%) | 26.62K Increased by +1.51% | Jun 30, 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 | 1.56M (1.32%) | 10.60K Increased by +0.68% | Jul 31, 25 |
| 14 | Fidelity Small Cap Index | 1.46M (1.23%) | -3.46K Decreased by -0.24% | May 31, 25 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 1.32M (1.12%) | -578.78K Decreased by -43.88% | Jul 31, 25 |
| 16 | DFA US Targeted Value I | 1.31M (1.11%) | 0.00 Increased by 0.00% | 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 | Dimensional US Targeted Value ETF | 1.18M (0.99%) | 10.37K Increased by +0.88% | Jul 31, 25 |
| 19 | Franklin Bank Loans Composite | 1.17M (0.99%) | 101.30K Increased by +8.62% | Jun 30, 25 |
| 20 | iShares S&P Small-Cap 600 Value ETF | 1.16M (0.98%) | -1.08K Decreased by -0.09% | Jul 31, 25 |