| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 2.11M (9.28%) | 211.13K Increased by +10.01% | Dec 31, 24 |
| 2 | BlackRock Inc | 1.83M (8.07%) | 44.43K Increased by +2.42% | Dec 31, 24 |
| 3 | First Trust Advisors L.P. | 1.58M (6.97%) | 1.56M Increased by +98.40% | Jun 30, 24 |
| 4 | Allspring Global Investments Holdings, LLC | 1.14M (5.02%) | 41.33K Increased by +3.62% | Dec 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 1.04M (4.57%) | 37.92K Increased by +3.65% | Dec 31, 24 |
| 6 | Renaissance Technologies Corp | 513.82K (2.26%) | -37.35K Decreased by -7.27% | Dec 31, 24 |
| 7 | State Street Corporation | 395.94K (1.74%) | 4.90K Increased by +1.24% | Mar 31, 24 |
| 8 | State Street Corp | 384.15K (1.69%) | 32.25K Increased by +8.39% | Dec 31, 24 |
| 9 | HFR Wealth Management, LLC | 281.31K (1.24%) | 1.62K Increased by +0.57% | Dec 31, 24 |
| 10 | Geode Capital Management, LLC | 251.41K (1.11%) | 6.54K Increased by +2.60% | Dec 31, 24 |
| 11 | Bank of America Corp | 181.98K (0.80%) | 6.58K Increased by +3.62% | Dec 31, 24 |
| 12 | Bfsg, LLC | 171.45K (0.75%) | 171.45K Increased by +100.00% | Dec 31, 24 |
| 13 | Goldman Sachs Group Inc | 166.53K (0.73%) | -4.69K Decreased by -2.82% | Dec 31, 24 |
| 14 | Morgan Stanley - Brokerage Accounts | 160.95K (0.71%) | 19.85K Increased by +12.33% | Dec 31, 24 |
| 15 | Amvescap Plc. | 156.71K (0.69%) | 1.55K Increased by +0.99% | Dec 31, 24 |
| 16 | Jane Street Group LLC | 142.03K (0.62%) | 12.63K Increased by +8.90% | Dec 31, 24 |
| 17 | Bank of New York Mellon Corp | 140.21K (0.62%) | -21.00K Decreased by -14.98% | Dec 31, 24 |
| 18 | HRT FINANCIAL LLC | 135.25K (0.60%) | 135.25K Increased by +100.00% | Sep 30, 24 |
| 19 | Qube Research & Technologies | 130.35K (0.57%) | -27.75K Decreased by -21.29% | Dec 31, 24 |
| 20 | UBS Group AG | 110.89K (0.49%) | -28.06K Decreased by -25.31% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust Value Line® Dividend ETF | 1.57M (6.89%) | -3.95K Decreased by -0.25% | Aug 29, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.08M (4.75%) | 744.00 Increased by +0.07% | Mar 31, 25 |
| 3 | Allspring Special Small Cap Value A | 925.14K (4.07%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 635.38K (2.80%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 5 | Vanguard Small Cap Index | 472.58K (2.08%) | 378.00 Increased by +0.08% | Feb 28, 25 |
| 6 | Vanguard Small Cap Growth Index Inv | 265.61K (1.17%) | -849.00 Decreased by -0.32% | Feb 28, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 252.05K (1.11%) | 533.00 Increased by +0.21% | Feb 28, 25 |
| 8 | DFA US Small Cap I | 175.37K (0.77%) | -1.00K Decreased by -0.57% | Feb 28, 25 |
| 9 | DFA US Micro Cap I | 168.52K (0.74%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 10 | Vanguard Consumer Staples ETF | 159.57K (0.70%) | -623.00 Decreased by -0.39% | Feb 28, 25 |
| 11 | SPDR® Portfolio S&P 600 Sm Cap ETF | 156.08K (0.69%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 12 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 152.40K (0.67%) | 216.00 Increased by +0.14% | Mar 31, 25 |
| 13 | Vanguard Tax-Managed Small Cap Adm | 109.47K (0.48%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 14 | Dimensional US Small Cap ETF | 107.06K (0.47%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Heartland Value Plus Investor | 100.00K (0.44%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 16 | Fidelity® Extended Market Index | 96.00K (0.42%) | 1.16K Increased by +1.21% | Nov 30, 23 |
| 17 | Vanguard Dividend Appreciation ETF | 90.36K (0.40%) | 252.00 Increased by +0.28% | Feb 28, 25 |
| 18 | Fidelity Extended Market Index | 90.28K (0.40%) | -575.00 Decreased by -0.64% | Feb 28, 25 |
| 19 | iShares S&P Small-Cap 600 Growth ETF | 89.00K (0.39%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Invesco S&P SmallCap Low Volatility ETF | 86.64K (0.38%) | 0.00 Increased by 0.00% | Mar 31, 25 |