| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.80M (12.86%) | -109.64K Decreased by -2.29% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 4.19M (11.23%) | -340.36K Decreased by -8.12% | Jun 30, 25 |
| 3 | State Street Corp | 1.47M (3.95%) | -7.61K Decreased by -0.52% | Mar 31, 25 |
| 4 | FMR Inc | 1.40M (3.75%) | -243.88K Decreased by -17.42% | Mar 31, 25 |
| 5 | State Street Corporation | 1.40M (3.75%) | -54.41K Decreased by -3.89% | Mar 31, 24 |
| 6 | Amvescap Plc. | 1.24M (3.32%) | -34.05K Decreased by -2.75% | Mar 31, 25 |
| 7 | JPMorgan Chase & Co | 976.89K (2.62%) | -113.06K Decreased by -11.57% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 931.37K (2.50%) | -129.87K Decreased by -13.94% | Mar 31, 25 |
| 9 | First Trust Advisors L.P. | 761.52K (2.04%) | 356.73K Increased by +46.85% | Mar 31, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 709.94K (1.90%) | -11.63K Decreased by -1.64% | Jun 30, 25 |
| 11 | Macquarie Group Ltd | 683.51K (1.83%) | 16.02K Increased by +2.34% | Mar 31, 25 |
| 12 | Wellington Management Company LLP | 617.24K (1.66%) | 237.80K Increased by +38.53% | Jun 30, 25 |
| 13 | Alyeska Investment Group, L.P. | 602.80K (1.62%) | 131.47K Increased by +21.81% | Mar 31, 25 |
| 14 | Capital Research Global Investors | 559.48K (1.50%) | -1.78K Decreased by -0.32% | Dec 31, 24 |
| 15 | Fuller & Thaler Asset Management Inc | 552.99K (1.48%) | -51.11K Decreased by -9.24% | Jun 30, 25 |
| 16 | Victory Capital Management Inc. | 551.05K (1.48%) | -166.15K Decreased by -30.15% | Sep 30, 23 |
| 17 | Fiduciary Management, Inc. of Milwaukee | 530.57K (1.42%) | -597.00 Decreased by -0.11% | Sep 30, 24 |
| 18 | Northern Trust Corp | 510.36K (1.37%) | -409.00 Decreased by -0.08% | Mar 31, 25 |
| 19 | BTIM Corp | 508.12K (1.36%) | 10.02K Increased by +1.97% | Jun 30, 25 |
| 20 | Charles Schwab Investment Management Inc | 470.37K (1.26%) | -95.72K Decreased by -20.35% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.63M (7.07%) | 1.93K Increased by +0.07% | Jan 31, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.24M (3.33%) | -2.25K Decreased by -0.18% | Jul 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.22M (3.27%) | 698.00 Increased by +0.06% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.19M (3.20%) | -25.21K Decreased by -2.11% | Jul 31, 25 |
| 5 | iShares Russell 2000 ETF | 968.87K (2.60%) | 0.00 Increased by 0.00% | May 31, 25 |
| 6 | Vanguard Small Cap Index | 924.69K (2.48%) | -5.88K Decreased by -0.64% | Jul 31, 25 |
| 7 | Delaware US Small Cap Core Equity (SMA) | 694.77K (1.86%) | -8.13K Decreased by -1.17% | Mar 31, 24 |
| 8 | Macquarie US Small Cap Core Equity | 694.77K (1.86%) | -8.13K Decreased by -1.17% | Mar 31, 24 |
| 9 | American Funds SMALLCAP World A | 603.98K (1.62%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | Vanguard Small Cap Value Index Inv | 594.78K (1.60%) | 973.00 Increased by +0.16% | Jul 31, 25 |
| 11 | FullerThaler Behavioral Sm-Cp Eq R6 | 573.00K (1.54%) | -21.50K Decreased by -3.75% | Mar 31, 25 |
| 12 | FullerThaler Behavioral Small-Cap Equity | 573.00K (1.54%) | -21.50K Decreased by -3.75% | Mar 31, 25 |
| 13 | Vanguard Explorer Inv | 516.87K (1.39%) | 227.59K Increased by +44.03% | Jun 30, 25 |
| 14 | First Trust RBA Amer Indl RenaisTM ETF | 511.09K (1.37%) | -1.46K Decreased by -0.29% | Jul 31, 25 |
| 15 | Delaware Small Cap Core I | 506.06K (1.36%) | -3.14K Decreased by -0.62% | Sep 30, 24 |
| 16 | Fidelity® Small Cap Growth | 437.74K (1.17%) | -531.00 Decreased by -0.12% | Oct 31, 23 |
| 17 | Macquarie Small Cap Core I | 437.52K (1.17%) | 0.00 Increased by 0.00% | May 31, 25 |
| 18 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 415.77K (1.12%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Fuller & Thaler Behavioral Small-Cap Eq | 415.77K (1.12%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Vanguard Institutional Extnd Mkt Idx Tr | 409.17K (1.10%) | -177.98K Decreased by -43.50% | Jul 31, 25 |