| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 9.01M (9.17%) | -26.16K Decreased by -0.29% | Jun 30, 25 |
| 2 | First Trust Advisors L.P. | 6.83M (6.95%) | 1.23M Increased by +17.95% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 6.31M (6.43%) | -171.69K Decreased by -2.72% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 6.28M (6.40%) | -77.41K Decreased by -1.23% | Jun 30, 25 |
| 5 | Wellington Management Company LLP | 4.42M (4.50%) | 350.58K Increased by +7.93% | Jun 30, 25 |
| 6 | Webs Creek Capital Management LP | 4.37M (4.46%) | 1.88M Increased by +43.01% | Jun 30, 25 |
| 7 | Crestview Partners II GP, LP | 3.90M (3.97%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | Victory Capital Management Inc. | 3.88M (3.95%) | -70.54K Decreased by -1.82% | Jun 30, 25 |
| 9 | American Century Companies Inc | 3.66M (3.73%) | 142.45K Increased by +3.89% | Jun 30, 25 |
| 10 | FMR Inc | 3.29M (3.35%) | -399.90K Decreased by -12.15% | Mar 31, 25 |
| 11 | Fidelity Management and Research Company | 3.29M (3.35%) | -399.90K Decreased by -12.15% | Mar 31, 25 |
| 12 | Simmons L E & Associates Inc | 3.02M (3.08%) | -2.15M Decreased by -71.36% | Dec 31, 23 |
| 13 | State Street Corp | 2.88M (2.93%) | 94.00K Increased by +3.26% | Jun 30, 25 |
| 14 | Franklin Resources Inc | 2.77M (2.82%) | -908.76K Decreased by -32.77% | Jun 30, 25 |
| 15 | State Street Corporation | 2.29M (2.33%) | -24.81K Decreased by -1.08% | Mar 31, 24 |
| 16 | Geode Capital Management, LLC | 2.23M (2.27%) | 49.63K Increased by +2.23% | Jun 30, 25 |
| 17 | Royce & Associates, LP | 2.02M (2.06%) | 236.70K Increased by +11.71% | Jun 30, 25 |
| 18 | Boston Partners Global Investors, Inc | 2.00M (2.04%) | 81.75K Increased by +4.09% | Dec 31, 24 |
| 19 | Brightlight Capital Management LLC | 1.93M (1.97%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | Van Eck Associates Corporation | 1.92M (1.95%) | -132.39K Decreased by -6.91% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 7.03M (7.16%) | 15.05K Increased by +0.21% | Feb 27, 25 |
| 2 | Fidelity Small Cap Value Fund | 3.29M (3.35%) | -400.00K Decreased by -12.17% | Mar 31, 25 |
| 3 | Avantis US Small Cap Value ETF | 3.18M (3.24%) | 5.28K Increased by +0.17% | Aug 30, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 3.16M (3.22%) | -104.10K Decreased by -3.29% | Jul 31, 25 |
| 5 | Vanguard US Total Market Shares ETF | 3.04M (3.10%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Victory Sycamore Small Company Opp R | 2.77M (2.83%) | 50.00K Increased by +1.80% | Jun 30, 25 |
| 7 | Victory Small Cap Value CIT (Net 75) | 2.70M (2.75%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | Franklin Small Cap Value SMA Composite | 2.61M (2.66%) | 605.85K Increased by +23.22% | Jun 30, 25 |
| 9 | Franklin US Small Cap Value Equity | 2.61M (2.66%) | 605.85K Increased by +23.22% | Jun 30, 25 |
| 10 | iShares Russell 2000 ETF | 2.25M (2.30%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 11 | Franklin Small Cap Value A | 1.61M (1.64%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 12 | DFA US Small Cap Value I | 1.40M (1.43%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 13 | iShares Global Water ETF USD Dist | 1.31M (1.33%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 14 | VanEck Oil Services ETF | 1.30M (1.33%) | 0.00 Increased by 0.00% | Aug 30, 25 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 1.02M (1.04%) | -445.65K Decreased by -43.84% | Jul 31, 25 |
| 16 | Embark Small Cap Equity Institutional | 1.02M (1.03%) | 3.39K Increased by +0.33% | Mar 31, 25 |
| 17 | American Beacon Small Cp Val R5 | 979.27K (1.00%) | 213.74K Increased by +21.83% | Aug 31, 25 |
| 18 | Fidelity Small Cap Index | 936.14K (0.95%) | 10.62K Increased by +1.13% | Jun 30, 25 |
| 19 | Royce Small-Cap Opportunity Invmt | 893.27K (0.91%) | 75.07K Increased by +8.40% | Jun 30, 25 |
| 20 | DFA US Targeted Value I | 837.02K (0.85%) | -15.09K Decreased by -1.80% | Jul 31, 25 |