| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 2.15M (9.93%) | -4.17K Decreased by -0.19% | Jun 30, 25 |
| 2 | BlackRock Inc | 1.85M (8.53%) | -42.84K Decreased by -2.32% | Mar 31, 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 | 1.24M (5.74%) | 68.32K Increased by +5.50% | Mar 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.11M (5.14%) | 15.26K Increased by +1.37% | Jun 30, 25 |
| 6 | Renaissance Technologies Corp | 531.19K (2.45%) | 1.96K Increased by +0.37% | Mar 31, 25 |
| 7 | State Street Corporation | 395.94K (1.83%) | 4.90K Increased by +1.24% | Mar 31, 24 |
| 8 | State Street Corp | 380.79K (1.76%) | -14.89K Decreased by -3.91% | Mar 31, 25 |
| 9 | HFR Wealth Management, LLC | 292.97K (1.35%) | 6.91K Increased by +2.36% | Jun 30, 25 |
| 10 | Geode Capital Management, LLC | 269.14K (1.24%) | 10.18K Increased by +3.78% | Mar 31, 25 |
| 11 | Bank of America Corp | 219.44K (1.01%) | 32.00K Increased by +14.58% | Mar 31, 25 |
| 12 | Goldman Sachs Group Inc | 215.01K (0.99%) | 43.49K Increased by +20.23% | Mar 31, 25 |
| 13 | ProShare Advisors LLC | 188.01K (0.87%) | 188.01K Increased by +100.00% | Jun 30, 25 |
| 14 | Bfsg, LLC | 176.41K (0.82%) | 308.00 Increased by +0.17% | Jun 30, 25 |
| 15 | Two Sigma Investments LLC | 174.10K (0.80%) | 71.28K Increased by +40.94% | Mar 31, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 167.78K (0.78%) | 2.00K Increased by +1.19% | Mar 31, 25 |
| 17 | Charles Schwab Investment Management Inc | 156.80K (0.72%) | 48.89K Increased by +31.18% | Jun 30, 25 |
| 18 | Amvescap Plc. | 148.02K (0.68%) | -13.40K Decreased by -9.05% | Mar 31, 25 |
| 19 | Two Sigma Advisers, LLC | 144.54K (0.67%) | 98.04K Increased by +67.83% | Mar 31, 25 |
| 20 | Jane Street Group LLC | 142.03K (0.66%) | 12.63K Increased by +8.90% | Dec 31, 24 |
| 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 | 998.07K (4.61%) | 178.00 Increased by +0.02% | Jul 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 | 550.75K (2.55%) | -105.10K Decreased by -19.08% | Jun 30, 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 | 459.40K (2.12%) | -10.02K Decreased by -2.18% | Jun 30, 25 |
| 7 | iShares Russell 2000 ETF | 400.51K (1.85%) | -7.56K Decreased by -1.89% | Jul 31, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 258.08K (1.19%) | -13.75K Decreased by -5.33% | Jun 30, 25 |
| 9 | Vanguard Small Cap Growth Index Inv | 255.88K (1.18%) | -2.90K Decreased by -1.14% | Jun 30, 25 |
| 10 | ProShares Russell 2000 Dividend Growers | 181.10K (0.84%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 11 | DFA US Small Cap I | 179.71K (0.83%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Vanguard Consumer Staples ETF | 169.67K (0.78%) | 2.75K Increased by +1.62% | Jun 30, 25 |
| 13 | DFA US Micro Cap I | 168.46K (0.78%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | iShares Russell 2000 Growth ETF | 156.91K (0.73%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 156.08K (0.72%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | Brighthouse Small Cap Value A | 152.40K (0.70%) | 953.00 Increased by +0.63% | Jun 30, 25 |
| 17 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 141.60K (0.65%) | 81.00 Increased by +0.06% | Jul 31, 25 |
| 18 | Vanguard Tax-Managed Small Cap Adm | 116.14K (0.54%) | -10.48K Decreased by -9.03% | Jun 30, 25 |
| 19 | Dimensional US Small Cap ETF | 109.96K (0.51%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Heartland Value Plus Investor | 100.00K (0.46%) | 0.00 Increased by 0.00% | Jan 31, 24 |