| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 3.71M (10.46%) | 71.11K Increased by +1.92% | Jun 30, 25 |
| 2 | BlackRock Inc | 3.61M (10.19%) | -83.97K Decreased by -2.33% | Jun 30, 25 |
| 3 | T. Rowe Price Associates, Inc. | 1.70M (4.78%) | 412.13K Increased by +24.31% | Jun 30, 25 |
| 4 | Massachusetts Financial Services Company | 1.29M (3.65%) | -75.21K Decreased by -5.81% | Jun 30, 25 |
| 5 | AllianceBernstein L.P. | 1.28M (3.61%) | 339.90K Increased by +26.55% | Jun 30, 25 |
| 6 | State Street Corp | 1.27M (3.58%) | 2.95K Increased by +0.23% | Jun 30, 25 |
| 7 | State Street Corporation | 1.23M (3.46%) | 462.00 Increased by +0.04% | Mar 31, 24 |
| 8 | Franklin Resources Inc | 911.42K (2.57%) | -330.61K Decreased by -36.27% | Jun 30, 25 |
| 9 | Fuller & Thaler Asset Management Inc | 902.65K (2.55%) | -5.11K Decreased by -0.57% | Jun 30, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 790.60K (2.23%) | 5.38K Increased by +0.68% | Jun 30, 25 |
| 11 | T. Rowe Price Investment Management,Inc. | 721.09K (2.03%) | -366.69K Decreased by -50.85% | Mar 31, 25 |
| 12 | Allspring Global Investments Holdings, LLC | 685.64K (1.93%) | -69.16K Decreased by -10.09% | Jun 30, 25 |
| 13 | Geode Capital Management, LLC | 681.52K (1.92%) | -1.84K Decreased by -0.27% | Jun 30, 25 |
| 14 | American Century Companies Inc | 657.50K (1.86%) | -30.70K Decreased by -4.67% | Jun 30, 25 |
| 15 | Victory Capital Management Inc. | 600.31K (1.69%) | -31.72K Decreased by -5.28% | Jun 30, 25 |
| 16 | Adage Capital Partners Gp LLC | 558.00K (1.57%) | 193.00K Increased by +34.59% | Jun 30, 25 |
| 17 | AQR Capital Management LLC | 553.82K (1.56%) | 96.01K Increased by +17.34% | Jun 30, 25 |
| 18 | International Assets Investment Management, LLC | 552.45K (1.56%) | 548.72K Increased by +99.32% | Sep 30, 24 |
| 19 | Ameriprise Financial Inc | 550.96K (1.55%) | 5.14K Increased by +0.93% | Jun 30, 25 |
| 20 | First Trust Advisors L.P. | 497.43K (1.40%) | 83.49K Increased by +16.78% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.17M (3.30%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.02M (2.87%) | -21.52K Decreased by -2.11% | Jul 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.02M (2.87%) | 823.00 Increased by +0.08% | Sep 30, 24 |
| 4 | T. Rowe Price US Mid-Cap Value Equity | 891.41K (2.52%) | 165.74K Increased by +18.59% | Jun 30, 25 |
| 5 | T. Rowe Price Mid-Cap Value | 890.07K (2.51%) | -1.34K Decreased by -0.15% | Jul 31, 25 |
| 6 | Franklin Small Cap Value SMA Composite | 872.38K (2.46%) | 117.18K Increased by +13.43% | Jun 30, 25 |
| 7 | Franklin US Small Cap Value Equity | 872.38K (2.46%) | 117.18K Increased by +13.43% | Jun 30, 25 |
| 8 | FullerThaler Behavioral Sm-Cp Eq R6 | 858.66K (2.42%) | -6.40K Decreased by -0.75% | Jun 30, 25 |
| 9 | FullerThaler Behavioral Small-Cap Equity | 858.66K (2.42%) | -6.40K Decreased by -0.75% | Jun 30, 25 |
| 10 | Vanguard Small Cap Index | 784.56K (2.21%) | -4.97K Decreased by -0.63% | Jul 31, 25 |
| 11 | MFS Mid Cap Value Equity | 774.21K (2.18%) | 19.81K Increased by +2.56% | Jun 30, 25 |
| 12 | MFS Mid Cap Value A | 763.60K (2.15%) | -10.61K Decreased by -1.39% | Jul 31, 25 |
| 13 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 675.96K (1.91%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Fuller & Thaler Behavioral Small-Cap Eq | 675.96K (1.91%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Victory Small Cap Value CIT (Net 75) | 580.00K (1.64%) | -5.00K Decreased by -0.86% | Dec 31, 24 |
| 16 | American Century Mid Cap Value Inv | 523.10K (1.48%) | -37.11K Decreased by -7.10% | Dec 31, 24 |
| 17 | American Century U.S. Mid Cap Value | 523.10K (1.48%) | -37.11K Decreased by -7.10% | Dec 31, 24 |
| 18 | Vanguard Small Cap Value Index Inv | 505.17K (1.43%) | 1.19K Increased by +0.24% | Jul 31, 25 |
| 19 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 478.68K (1.35%) | 91.46K Increased by +19.11% | Jun 30, 25 |
| 20 | First Trust Value Line® Dividend ETF | 445.09K (1.26%) | 0.00 Increased by 0.00% | Mar 31, 24 |