| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.72M (18.60%) | -20.17K Decreased by -0.74% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 1.65M (11.24%) | -27.35K Decreased by -1.66% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 1.15M (7.86%) | -29.31K Decreased by -2.55% | Dec 31, 24 |
| 4 | Cooke & Bieler LP | 892.20K (6.09%) | -7.37K Decreased by -0.83% | Mar 31, 25 |
| 5 | Pacer Advisors, INC. | 843.20K (5.76%) | 289.86K Increased by +34.38% | Jun 30, 24 |
| 6 | State Street Corp | 623.38K (4.26%) | 29.65K Increased by +4.76% | Dec 31, 24 |
| 7 | State Street Corporation | 610.25K (4.17%) | -270.00 Decreased by -0.04% | Mar 31, 24 |
| 8 | Pzena Investment Management, LLC | 489.52K (3.34%) | 5.96K Increased by +1.22% | Dec 31, 24 |
| 9 | Wellington Management Company LLP | 423.17K (2.89%) | -114.30K Decreased by -27.01% | Dec 31, 24 |
| 10 | Franklin Resources Inc | 372.39K (2.54%) | 270.64K Increased by +72.68% | Dec 31, 24 |
| 11 | Geode Capital Management, LLC | 367.40K (2.51%) | -4.35K Decreased by -1.18% | Dec 31, 24 |
| 12 | Systematic Financial Management LP | 342.45K (2.34%) | 11.89K Increased by +3.47% | Dec 31, 24 |
| 13 | Millennium Management LLC | 342.44K (2.34%) | 157.88K Increased by +46.11% | Sep 30, 24 |
| 14 | Broad Run Investment Management, LLC | 341.90K (2.33%) | -173.86K Decreased by -50.85% | Dec 31, 23 |
| 15 | Goldman Sachs Group Inc | 340.31K (2.32%) | 206.59K Increased by +60.71% | Dec 31, 23 |
| 16 | Charles Schwab Investment Management Inc | 304.58K (2.08%) | 7.87K Increased by +2.58% | Dec 31, 24 |
| 17 | Paradigm Capital Management, Inc. | 301.19K (2.06%) | 301.19K Increased by +100.00% | Dec 31, 24 |
| 18 | LSV Asset Management | 264.95K (1.81%) | 10.61K Increased by +4.00% | Dec 31, 24 |
| 19 | Victory Capital Management Inc. | 257.44K (1.76%) | 242.03K Increased by +94.01% | Dec 31, 24 |
| 20 | Northern Trust Corp | 217.94K (1.49%) | 18.40K Increased by +8.44% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 910.34K (6.22%) | -960.00 Decreased by -0.11% | Apr 30, 25 |
| 2 | Pacer US Small Cap Cash Cows 100 ETF | 819.53K (5.60%) | -204.00 Decreased by -0.02% | Aug 30, 24 |
| 3 | Vanguard US Total Market Shares ETF | 469.58K (3.21%) | -54.70K Decreased by -11.65% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 469.51K (3.21%) | 1.70K Increased by +0.36% | Mar 31, 25 |
| 5 | iShares Russell 2000 ETF | 374.14K (2.56%) | 63.00 Increased by +0.02% | Apr 30, 25 |
| 6 | DFA US Small Cap Value I | 253.28K (1.73%) | -2.55K Decreased by -1.01% | Mar 31, 25 |
| 7 | Hennessy Focus Investor | 224.87K (1.54%) | -117.03K Decreased by -52.04% | Mar 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 224.77K (1.54%) | -9.12K Decreased by -4.06% | Mar 31, 25 |
| 9 | Franklin Small Cap Value A | 220.91K (1.51%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | Franklin Small Cap Value SMA Composite | 220.91K (1.51%) | 173.66K Increased by +78.61% | Dec 31, 24 |
| 11 | Franklin US Small Cap Value Equity | 220.91K (1.51%) | 173.66K Increased by +78.61% | Dec 31, 24 |
| 12 | JNL Multi-Manager Small Cap Value I | 218.11K (1.49%) | 450.00 Increased by +0.21% | Mar 31, 25 |
| 13 | Vanguard Small Cap Index | 187.63K (1.28%) | 5.04K Increased by +2.69% | Mar 31, 25 |
| 14 | Fidelity® Small Cap Index | 157.97K (1.08%) | 4.31K Increased by +2.73% | Oct 31, 23 |
| 15 | Fidelity Small Cap Index | 154.37K (1.05%) | 1.49K Increased by +0.96% | Feb 28, 25 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 148.28K (1.01%) | 144.00 Increased by +0.10% | Apr 30, 25 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 141.85K (0.97%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | DFA US Targeted Value I | 135.26K (0.92%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | Schwab Fundamental U.S. Small CompanyETF | 134.62K (0.92%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | iShares Russell 2000 Value ETF | 133.62K (0.91%) | -455.00 Decreased by -0.34% | Apr 30, 25 |