| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 9.97M (15.37%) | -97.56K Decreased by -0.98% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 7.44M (11.47%) | -44.92K Decreased by -0.60% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 4.32M (6.65%) | -68.24K Decreased by -1.58% | Dec 31, 24 |
| 4 | State Street Corp | 3.63M (5.60%) | 384.80K Increased by +10.59% | Dec 31, 24 |
| 5 | Wellington Management Company LLP | 3.39M (5.23%) | -168.97K Decreased by -4.98% | Dec 31, 24 |
| 6 | State Street Corporation | 3.38M (5.21%) | -18.23K Decreased by -0.54% | Mar 31, 24 |
| 7 | North Reef Capital Management LP | 2.53M (3.90%) | 208.00K Increased by +8.21% | Dec 31, 24 |
| 8 | Independent Advisor Alliance | 2.49M (3.84%) | -43.18K Decreased by -1.73% | Dec 31, 24 |
| 9 | Geode Capital Management, LLC | 1.49M (2.30%) | -11.69K Decreased by -0.78% | Dec 31, 24 |
| 10 | Goldman Sachs Group Inc | 1.40M (2.16%) | -190.22K Decreased by -13.58% | Dec 31, 24 |
| 11 | American Century Companies Inc | 1.38M (2.12%) | -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 (1.76%) | -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 | JPMorgan Chase & Co | 952.06K (1.47%) | -504.45K Decreased by -52.99% | Dec 31, 24 |
| 17 | Charles Schwab Investment Management Inc | 917.40K (1.41%) | 10.26K Increased by +1.12% | Dec 31, 24 |
| 18 | Victory Capital Management Inc. | 855.55K (1.32%) | -7.75K Decreased by -0.91% | Dec 31, 24 |
| 19 | GW&K Investment Management, LLC | 823.89K (1.27%) | -21.59K Decreased by -2.62% | Dec 31, 24 |
| 20 | Congress Asset Management Company, LLP | 821.55K (1.27%) | 12.22K Increased by +1.49% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.00M (6.17%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.07M (3.19%) | 39.55K Increased by +1.91% | Feb 28, 25 |
| 3 | iShares Russell 2000 ETF | 1.73M (2.67%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 4 | Vanguard Small Cap Index | 1.68M (2.58%) | 1.36K Increased by +0.08% | Feb 28, 25 |
| 5 | Vanguard Small Cap Value Index Inv | 1.10M (1.70%) | -3.50K Decreased by -0.32% | Feb 28, 25 |
| 6 | DFA US Small Cap Value I | 1.01M (1.55%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 975.54K (1.50%) | 1.22K Increased by +0.12% | Feb 28, 25 |
| 8 | iShares S&P Small-Cap 600 Value ETF | 663.75K (1.02%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 9 | Fidelity Small Cap Index | 649.76K (1.00%) | -12.17K Decreased by -1.87% | Jan 31, 25 |
| 10 | Fidelity® Small Cap Index | 620.77K (0.96%) | 14.35K Increased by +2.31% | Sep 30, 23 |
| 11 | American Century Small Cap Value Inv | 620.00K (0.96%) | -245.00K Decreased by -39.52% | Dec 31, 24 |
| 12 | American Century U.S. Small Cap Value | 620.00K (0.96%) | -245.00K Decreased by -39.52% | Dec 31, 24 |
| 13 | iShares Russell 2000 Value ETF | 606.45K (0.93%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 574.15K (0.88%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 15 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 560.79K (0.86%) | 832.00 Increased by +0.15% | Mar 31, 25 |
| 16 | Janus Henderson Small Cap Value L | 532.64K (0.82%) | -23.20K Decreased by -4.36% | Jan 31, 25 |
| 17 | DFA US Targeted Value I | 526.08K (0.81%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 18 | Congress Small Cap Growth Institutional | 510.00K (0.79%) | 30.00K Increased by +5.88% | Feb 28, 25 |
| 19 | SPDR® S&P Regional Banking ETF | 499.29K (0.77%) | 2.49K Increased by +0.50% | Mar 31, 25 |
| 20 | Avantis US Small Cap Value ETF | 499.20K (0.77%) | -1.65K Decreased by -0.33% | Mar 29, 25 |