| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.53M (11.71%) | 688.16K Increased by +27.16% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 2.15M (9.93%) | -4.17K Decreased by -0.19% | Jun 30, 25 |
| 3 | First Trust Advisors L.P. | 1.58M (7.32%) | 1.56M Increased by +98.40% | Jun 30, 24 |
| 4 | Allspring Global Investments Holdings, LLC | 1.22M (5.63%) | -24.28K Decreased by -1.99% | Jun 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.11M (5.14%) | 15.26K Increased by +1.37% | Jun 30, 25 |
| 6 | Renaissance Technologies Corp | 538.49K (2.49%) | 7.30K Increased by +1.36% | Jun 30, 25 |
| 7 | State Street Corp | 516.67K (2.39%) | 135.88K Increased by +26.30% | Jun 30, 25 |
| 8 | Geode Capital Management, LLC | 472.18K (2.18%) | 203.04K Increased by +43.00% | Jun 30, 25 |
| 9 | State Street Corporation | 395.94K (1.83%) | 4.90K Increased by +1.24% | Mar 31, 24 |
| 10 | HFR Wealth Management, LLC | 292.97K (1.35%) | 6.91K Increased by +2.36% | Jun 30, 25 |
| 11 | Two Sigma Investments LLC | 222.62K (1.03%) | 48.52K Increased by +21.79% | Jun 30, 25 |
| 12 | Goldman Sachs Group Inc | 215.01K (0.99%) | 43.49K Increased by +20.23% | Mar 31, 25 |
| 13 | Bank of America Corp | 199.42K (0.92%) | -20.02K Decreased by -10.04% | Jun 30, 25 |
| 14 | Northern Trust Corp | 192.03K (0.89%) | 101.35K Increased by +52.78% | Jun 30, 25 |
| 15 | UBS Group AG | 190.39K (0.88%) | 69.62K Increased by +36.57% | Jun 30, 25 |
| 16 | ProShare Advisors LLC | 188.01K (0.87%) | 188.01K Increased by +100.00% | Jun 30, 25 |
| 17 | Morgan Stanley - Brokerage Accounts | 182.92K (0.85%) | 15.15K Increased by +8.28% | Jun 30, 25 |
| 18 | Two Sigma Advisers, LLC | 177.73K (0.82%) | 33.19K Increased by +18.67% | Jun 30, 25 |
| 19 | Bfsg, LLC | 176.41K (0.82%) | 308.00 Increased by +0.17% | Jun 30, 25 |
| 20 | Bank of New York Mellon Corp | 170.14K (0.79%) | 34.03K Increased by +20.00% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust Value Line® Dividend ETF | 1.57M (7.23%) | -3.95K Decreased by -0.25% | Aug 29, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 996.62K (4.61%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 3 | Allspring Special Small Cap Value A | 882.42K (4.08%) | -46.80K Decreased by -5.30% | Jul 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 538.79K (2.49%) | -11.96K Decreased by -2.22% | Jul 31, 25 |
| 5 | Vanguard US Total Market Shares ETF | 479.68K (2.22%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Vanguard Small Cap Index | 456.32K (2.11%) | -3.08K Decreased by -0.67% | Jul 31, 25 |
| 7 | iShares Russell 2000 ETF | 422.64K (1.95%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 8 | Vanguard Small Cap Growth Index Inv | 255.78K (1.18%) | -99.00 Decreased by -0.04% | Jul 31, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 180.00K (0.83%) | -78.08K Decreased by -43.38% | Jul 31, 25 |
| 10 | DFA US Small Cap I | 179.71K (0.83%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 11 | ProShares Russell 2000 Dividend Growers | 179.19K (0.83%) | -95.00 Decreased by -0.05% | Aug 29, 25 |
| 12 | Fidelity Small Cap Index | 177.38K (0.82%) | 177.38K Increased by +100.00% | Jun 30, 25 |
| 13 | Vanguard Consumer Staples ETF | 169.67K (0.78%) | -1.00 Decreased by -0.00% | Jul 31, 25 |
| 14 | DFA US Micro Cap I | 159.83K (0.74%) | -8.63K Decreased by -5.40% | Jul 31, 25 |
| 15 | iShares Russell 2000 Growth ETF | 156.91K (0.73%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 156.08K (0.72%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | Brighthouse Small Cap Value A | 152.40K (0.70%) | 953.00 Increased by +0.63% | Jun 30, 25 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 144.68K (0.67%) | 1.78K Increased by +1.23% | Aug 29, 25 |
| 19 | Vanguard Tax-Managed Small Cap Adm | 116.14K (0.54%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Dimensional US Small Cap ETF | 109.96K (0.51%) | 0.00 Increased by 0.00% | Aug 29, 25 |