| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.28M (16.33%) | 4.71K Increased by +0.09% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 4.00M (12.38%) | -9.63K Decreased by -0.24% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 2.61M (8.07%) | -113.78K Decreased by -4.37% | Dec 31, 24 |
| 4 | State Street Corp | 1.34M (4.14%) | 28.77K Increased by +2.15% | Sep 30, 24 |
| 5 | State Street Corporation | 1.33M (4.12%) | 30.05K Increased by +2.26% | Mar 31, 24 |
| 6 | Pacer Advisors, INC. | 1.33M (4.11%) | -2.37M Decreased by -178.62% | Dec 31, 24 |
| 7 | American Century Companies Inc | 1.17M (3.61%) | 84.13K Increased by +7.21% | Dec 31, 24 |
| 8 | Geode Capital Management, LLC | 785.14K (2.43%) | 14.63K Increased by +1.86% | Sep 30, 24 |
| 9 | Charles Schwab Investment Management Inc | 751.62K (2.33%) | 99.05K Increased by +13.18% | Dec 31, 24 |
| 10 | Amvescap Plc. | 746.93K (2.31%) | 4.21K Increased by +0.56% | Sep 30, 24 |
| 11 | JPMorgan Chase & Co | 719.34K (2.23%) | -13.92K Decreased by -1.94% | Sep 30, 24 |
| 12 | Private Management Group Inc | 648.07K (2.01%) | -72.31K Decreased by -11.16% | Sep 30, 23 |
| 13 | Mariner Wealth Advisors, LLC | 603.18K (1.87%) | 6.43K Increased by +1.07% | Jun 30, 24 |
| 14 | Mariner Wealth Advisors LLC | 569.31K (1.76%) | -33.87K Decreased by -5.95% | Sep 30, 24 |
| 15 | Northern Trust Corp | 554.65K (1.72%) | -3.72K Decreased by -0.67% | Sep 30, 24 |
| 16 | Wasatch Advisors Inc. | 554.54K (1.72%) | 554.54K Increased by +100.00% | Jun 30, 23 |
| 17 | Goldman Sachs Group Inc | 473.98K (1.47%) | -12.83K Decreased by -2.71% | Sep 30, 24 |
| 18 | Victory Capital Management Inc. | 458.61K (1.42%) | -29.89K Decreased by -6.52% | Dec 31, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 385.18K (1.19%) | -261.27K Decreased by -67.83% | Sep 30, 24 |
| 20 | Ameriprise Financial Inc | 381.77K (1.18%) | -3.50K Decreased by -0.92% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.07M (6.41%) | 6.00K Increased by +0.29% | Jan 31, 25 |
| 2 | Pacer US Small Cap Cash Cows 100 ETF | 1.25M (3.87%) | -2.53K Decreased by -0.20% | Jan 31, 25 |
| 3 | Avantis US Small Cap Value ETF | 1.00M (3.11%) | 693.00 Increased by +0.07% | Jan 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.00M (3.11%) | 1.84K Increased by +0.18% | Dec 31, 24 |
| 5 | iShares Russell 2000 ETF | 924.71K (2.86%) | -7.05K Decreased by -0.76% | Jan 31, 25 |
| 6 | Vanguard Small Cap Index | 824.15K (2.55%) | 9.40K Increased by +1.14% | Dec 31, 24 |
| 7 | DFA US Small Cap Value I | 685.98K (2.12%) | -25.20K Decreased by -3.67% | Dec 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 547.23K (1.69%) | -6.97K Decreased by -1.27% | Dec 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 480.47K (1.49%) | -6.43K Decreased by -1.34% | Dec 31, 24 |
| 10 | Schwab Fundamental U.S. Small CompanyETF | 381.63K (1.18%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 365.44K (1.13%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 12 | Invesco S&P SmallCap 600 Revenue ETF | 341.23K (1.06%) | 801.00 Increased by +0.23% | Jan 31, 25 |
| 13 | Fidelity Small Cap Index | 328.62K (1.02%) | -4.15K Decreased by -1.26% | Nov 30, 24 |
| 14 | DFA US Targeted Value I | 304.55K (0.94%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | Fidelity® Small Cap Index | 302.68K (0.94%) | 6.80K Increased by +2.25% | Sep 30, 23 |
| 16 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 293.99K (0.91%) | 106.00 Increased by +0.04% | Jan 31, 25 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 278.80K (0.86%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | Schwab Fundamental US Small Company ETF | 275.93K (0.85%) | 291.00 Increased by +0.11% | Jan 31, 24 |
| 19 | iShares Russell 2000 Value ETF | 269.05K (0.83%) | 366.00 Increased by +0.14% | Jan 31, 25 |
| 20 | Dimensional US Targeted Value ETF | 262.88K (0.81%) | -104.00 Decreased by -0.04% | Jan 31, 25 |