| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 9.97M (15.43%) | -97.56K Decreased by -0.98% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 7.44M (11.51%) | -44.92K Decreased by -0.60% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 4.32M (6.68%) | -68.24K Decreased by -1.58% | Dec 31, 24 |
| 4 | State Street Corp | 3.63M (5.62%) | 384.80K Increased by +10.59% | Dec 31, 24 |
| 5 | Wellington Management Company LLP | 3.39M (5.25%) | -168.97K Decreased by -4.98% | Dec 31, 24 |
| 6 | State Street Corporation | 3.38M (5.23%) | -18.23K Decreased by -0.54% | Mar 31, 24 |
| 7 | North Reef Capital Management LP | 2.53M (3.92%) | 208.00K Increased by +8.21% | Dec 31, 24 |
| 8 | Independent Advisor Alliance | 2.49M (3.85%) | -43.18K Decreased by -1.73% | Dec 31, 24 |
| 9 | Geode Capital Management, LLC | 1.49M (2.31%) | -11.69K Decreased by -0.78% | Dec 31, 24 |
| 10 | Goldman Sachs Group Inc | 1.40M (2.17%) | -190.22K Decreased by -13.58% | Dec 31, 24 |
| 11 | American Century Companies Inc | 1.38M (2.13%) | -302.91K Decreased by -22.00% | Dec 31, 24 |
| 12 | Principal Financial Group Inc | 1.21M (1.87%) | -53.32K Decreased by -4.41% | Dec 31, 24 |
| 13 | HHG PLC | 1.15M (1.78%) | 1.39K Increased by +0.12% | Jun 30, 24 |
| 14 | Ameriprise Financial Inc | 1.14M (1.77%) | -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 | JPMorgan Chase & Co | 952.06K (1.47%) | -504.45K Decreased by -52.99% | Dec 31, 24 |
| 17 | Congress Asset Management Company, LLP | 933.49K (1.44%) | 111.94K Increased by +11.99% | Mar 31, 25 |
| 18 | Charles Schwab Investment Management Inc | 917.40K (1.42%) | 10.26K Increased by +1.12% | Dec 31, 24 |
| 19 | Victory Capital Management Inc. | 855.55K (1.32%) | -7.75K Decreased by -0.91% | Dec 31, 24 |
| 20 | GW&K Investment Management, LLC | 823.89K (1.27%) | -21.59K Decreased by -2.62% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.00M (6.19%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 2.11M (3.27%) | 1.59K Increased by +0.08% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.08M (3.21%) | 7.72K Increased by +0.37% | Mar 31, 25 |
| 4 | iShares Russell 2000 ETF | 1.73M (2.68%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 5 | Vanguard Small Cap Index | 1.64M (2.53%) | -37.16K Decreased by -2.27% | Mar 31, 25 |
| 6 | Vanguard Small Cap Value Index Inv | 1.06M (1.64%) | -42.19K Decreased by -3.97% | Mar 31, 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% | Feb 28, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 996.07K (1.54%) | 20.52K Increased by +2.06% | Mar 31, 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 | 649.76K (1.01%) | -12.17K Decreased by -1.87% | Jan 31, 25 |
| 13 | Fidelity® Small Cap Index | 620.77K (0.96%) | 14.35K Increased by +2.31% | Sep 30, 23 |
| 14 | iShares Russell 2000 Value ETF | 606.45K (0.94%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 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%) | 832.00 Increased by +0.15% | Mar 31, 25 |
| 17 | Congress Small Cap Growth Institutional | 540.00K (0.84%) | 30.00K Increased by +5.56% | Mar 31, 25 |
| 18 | Janus Henderson Small Cap Value L | 532.64K (0.82%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 19 | DFA US Targeted Value I | 526.08K (0.81%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 20 | SPDR® S&P Regional Banking ETF | 499.29K (0.77%) | 2.49K Increased by +0.50% | Mar 31, 25 |