| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 10.00M (15.45%) | 25.28K Increased by +0.25% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 7.43M (11.48%) | -11.99K Decreased by -0.16% | Mar 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 4.28M (6.61%) | -39.15K Decreased by -0.92% | Mar 31, 25 |
| 4 | State Street Corporation | 3.38M (5.22%) | -18.23K Decreased by -0.54% | Mar 31, 24 |
| 5 | State Street Corp | 3.35M (5.17%) | -287.00K Decreased by -8.58% | Mar 31, 25 |
| 6 | Wellington Management Company LLP | 3.24M (5.01%) | -150.67K Decreased by -4.65% | Mar 31, 25 |
| 7 | North Reef Capital Management LP | 2.51M (3.88%) | -21.55K Decreased by -0.86% | Mar 31, 25 |
| 8 | Independent Advisor Alliance | 2.49M (3.85%) | 6.00 Increased by +0.00% | Mar 31, 25 |
| 9 | American Century Companies Inc | 1.88M (2.90%) | 498.60K Increased by +26.59% | Mar 31, 25 |
| 10 | Geode Capital Management, LLC | 1.56M (2.41%) | 68.51K Increased by +4.39% | Mar 31, 25 |
| 11 | Goldman Sachs Group Inc | 1.24M (1.91%) | -161.68K Decreased by -13.05% | Mar 31, 25 |
| 12 | Principal Financial Group Inc | 1.18M (1.82%) | -32.41K Decreased by -2.75% | Mar 31, 25 |
| 13 | HHG PLC | 1.15M (1.78%) | 1.39K Increased by +0.12% | Jun 30, 24 |
| 14 | Ameriprise Financial Inc | 1.14M (1.76%) | -52.51K Decreased by -4.60% | Dec 31, 23 |
| 15 | Nuveen Asset Management, LLC | 1.06M (1.64%) | -35.47K Decreased by -3.34% | Dec 31, 24 |
| 16 | Congress Asset Management Company, LLP | 933.49K (1.44%) | 111.94K Increased by +11.99% | Mar 31, 25 |
| 17 | Charles Schwab Investment Management Inc | 893.93K (1.38%) | -23.46K Decreased by -2.62% | Mar 31, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 818.05K (1.26%) | -33.21K Decreased by -4.06% | Dec 31, 24 |
| 19 | Victory Capital Management Inc. | 802.93K (1.24%) | -52.62K Decreased by -6.55% | Mar 31, 25 |
| 20 | Davis Asset Management, L.P. | 800.00K (1.24%) | 400.00K Increased by +50.00% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.92M (6.06%) | -3.42K Decreased by -0.09% | Apr 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 2.11M (3.26%) | 1.59K Increased by +0.08% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.10M (3.24%) | 21.30K Increased by +1.02% | Apr 30, 25 |
| 4 | Vanguard Small Cap Index | 1.65M (2.55%) | 9.13K Increased by +0.55% | Apr 30, 25 |
| 5 | iShares Russell 2000 ETF | 1.62M (2.50%) | 273.00 Increased by +0.02% | Apr 30, 25 |
| 6 | Vanguard Small Cap Value Index Inv | 1.06M (1.65%) | 3.37K Increased by +0.32% | Apr 30, 25 |
| 7 | American Century Small Cap Value Inv | 1.02M (1.58%) | 400.00K Increased by +39.22% | Mar 31, 25 |
| 8 | American Century U.S. Small Cap Value | 1.02M (1.58%) | 400.00K Increased by +39.22% | Mar 31, 25 |
| 9 | DFA US Small Cap Value I | 1.01M (1.56%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 996.88K (1.54%) | 815.00 Increased by +0.08% | Apr 30, 25 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 663.75K (1.03%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 12 | Fidelity Small Cap Index | 651.11K (1.01%) | 1.36K Increased by +0.21% | Feb 28, 25 |
| 13 | iShares Russell 2000 Value ETF | 623.12K (0.96%) | -2.12K Decreased by -0.34% | Apr 30, 25 |
| 14 | Fidelity® Small Cap Index | 620.77K (0.96%) | 14.35K Increased by +2.31% | Sep 30, 23 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 574.15K (0.89%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 560.79K (0.87%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 17 | Congress Small Cap Growth Institutional | 540.00K (0.83%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 18 | DFA US Targeted Value I | 526.08K (0.81%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | Janus Henderson Small Cap Value L | 511.48K (0.79%) | -21.16K Decreased by -4.14% | Mar 31, 25 |
| 20 | Avantis US Small Cap Value ETF | 491.04K (0.76%) | 0.00 Increased by 0.00% | Apr 30, 25 |