| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 2.11M (8.41%) | 211.13K Increased by +10.01% | Dec 31, 24 |
| 2 | BlackRock Inc | 1.79M (7.14%) | -154.28K Decreased by -8.62% | Sep 30, 24 |
| 3 | First Trust Advisors L.P. | 1.58M (6.32%) | 1.56M Increased by +98.40% | Jun 30, 24 |
| 4 | Allspring Global Investments Holdings, LLC | 1.14M (4.55%) | 41.33K Increased by +3.62% | Dec 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 1.04M (4.14%) | 37.92K Increased by +3.65% | Dec 31, 24 |
| 6 | Renaissance Technologies Corp | 551.16K (2.20%) | 31.45K Increased by +5.71% | Sep 30, 24 |
| 7 | State Street Corporation | 395.94K (1.58%) | 4.90K Increased by +1.24% | Mar 31, 24 |
| 8 | State Street Corp | 351.91K (1.40%) | -24.13K Decreased by -6.86% | Sep 30, 24 |
| 9 | Millennium Management LLC | 351.12K (1.40%) | 298.73K Increased by +85.08% | Sep 30, 24 |
| 10 | HFR Wealth Management, LLC | 281.31K (1.12%) | 1.62K Increased by +0.57% | Dec 31, 24 |
| 11 | Geode Capital Management, LLC | 244.87K (0.98%) | 5.83K Increased by +2.38% | Sep 30, 24 |
| 12 | Bank of America Corp | 175.39K (0.70%) | 46.68K Increased by +26.61% | Sep 30, 24 |
| 13 | Bfsg, LLC | 171.45K (0.68%) | 171.45K Increased by +100.00% | Dec 31, 24 |
| 14 | Goldman Sachs Group Inc | 171.22K (0.68%) | 98.78K Increased by +57.69% | Sep 30, 24 |
| 15 | Qube Research & Technologies | 158.10K (0.63%) | 142.79K Increased by +90.31% | Sep 30, 24 |
| 16 | Amvescap Plc. | 155.17K (0.62%) | -15.01K Decreased by -9.68% | Sep 30, 24 |
| 17 | Morgan Stanley - Brokerage Accounts | 141.10K (0.56%) | -79.75K Decreased by -56.52% | Sep 30, 24 |
| 18 | Bank of New York Mellon Corp | 140.21K (0.56%) | -21.00K Decreased by -14.98% | Dec 31, 24 |
| 19 | UBS Group AG | 138.95K (0.55%) | 41.08K Increased by +29.57% | Sep 30, 24 |
| 20 | HRT FINANCIAL LLC | 135.25K (0.54%) | 135.25K Increased by +100.00% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust Value Line® Dividend ETF | 1.57M (6.24%) | -3.95K Decreased by -0.25% | Aug 29, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.06M (4.24%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 3 | Allspring Special Small Cap Value A | 925.14K (3.69%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 635.38K (2.53%) | 155.70K Increased by +24.51% | Dec 31, 24 |
| 5 | Vanguard Small Cap Index | 471.38K (1.88%) | 54.91K Increased by +11.65% | Dec 31, 24 |
| 6 | Vanguard Small Cap Growth Index Inv | 266.41K (1.06%) | 37.29K Increased by +14.00% | Dec 31, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 251.41K (1.00%) | -17.80K Decreased by -7.08% | Dec 31, 24 |
| 8 | DFA US Small Cap I | 176.37K (0.70%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | DFA US Micro Cap I | 168.52K (0.67%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | Vanguard Consumer Staples ETF | 159.34K (0.64%) | -341.00 Decreased by -0.21% | Dec 31, 24 |
| 11 | SPDR® Portfolio S&P 600 Sm Cap ETF | 156.08K (0.62%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 12 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 152.80K (0.61%) | 54.00 Increased by +0.04% | Jan 31, 25 |
| 13 | Vanguard Tax-Managed Small Cap Adm | 109.47K (0.44%) | -24.43K Decreased by -22.31% | Dec 31, 24 |
| 14 | Dimensional US Small Cap ETF | 103.94K (0.41%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 15 | Heartland Value Plus Investor | 100.00K (0.40%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 16 | Fidelity® Extended Market Index | 96.00K (0.38%) | 1.16K Increased by +1.21% | Nov 30, 23 |
| 17 | Fidelity Extended Market Index | 92.24K (0.37%) | -743.00 Decreased by -0.81% | Dec 31, 24 |
| 18 | Invesco S&P SmallCap Low Volatility ETF | 91.28K (0.36%) | -294.00 Decreased by -0.32% | Jan 31, 25 |
| 19 | Vanguard Dividend Appreciation ETF | 90.66K (0.36%) | 1.16K Increased by +1.28% | Dec 31, 24 |
| 20 | DFA US Core Equity 2 I | 90.07K (0.36%) | 0.00 Increased by 0.00% | Dec 31, 24 |