| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.51M (17.25%) | 230.46K Increased by +4.19% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 4.00M (12.52%) | -9.63K Decreased by -0.24% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 2.61M (8.16%) | -113.78K Decreased by -4.37% | Dec 31, 24 |
| 4 | State Street Corp | 1.41M (4.43%) | 76.90K Increased by +5.44% | Dec 31, 24 |
| 5 | State Street Corporation | 1.33M (4.17%) | 30.05K Increased by +2.26% | Mar 31, 24 |
| 6 | Pacer Advisors, INC. | 1.33M (4.15%) | -2.37M Decreased by -178.62% | Dec 31, 24 |
| 7 | American Century Companies Inc | 1.17M (3.66%) | 84.13K Increased by +7.21% | Dec 31, 24 |
| 8 | Geode Capital Management, LLC | 782.72K (2.45%) | -2.42K Decreased by -0.31% | Dec 31, 24 |
| 9 | Charles Schwab Investment Management Inc | 751.62K (2.35%) | 99.05K Increased by +13.18% | Dec 31, 24 |
| 10 | Private Management Group Inc | 648.07K (2.03%) | -72.31K Decreased by -11.16% | Sep 30, 23 |
| 11 | Northern Trust Corp | 615.90K (1.93%) | 61.25K Increased by +9.94% | Dec 31, 24 |
| 12 | Mariner Wealth Advisors, LLC | 603.18K (1.89%) | 6.43K Increased by +1.07% | Jun 30, 24 |
| 13 | Mariner Wealth Advisors LLC | 569.57K (1.78%) | 253.00 Increased by +0.04% | Dec 31, 24 |
| 14 | Wasatch Advisors Inc. | 554.54K (1.74%) | 554.54K Increased by +100.00% | Jun 30, 23 |
| 15 | Amvescap Plc. | 547.30K (1.71%) | -199.63K Decreased by -36.48% | Dec 31, 24 |
| 16 | Ameriprise Financial Inc | 463.55K (1.45%) | 81.78K Increased by +17.64% | Dec 31, 24 |
| 17 | Victory Capital Management Inc. | 458.61K (1.44%) | -29.89K Decreased by -6.52% | Dec 31, 24 |
| 18 | JPMorgan Chase & Co | 397.69K (1.25%) | -321.65K Decreased by -80.88% | Dec 31, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 386.99K (1.21%) | 1.80K Increased by +0.47% | Dec 31, 24 |
| 20 | Goldman Sachs Group Inc | 353.39K (1.11%) | -120.59K Decreased by -34.12% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.99M (6.22%) | 1.34K Increased by +0.07% | Mar 31, 25 |
| 2 | First Trust SMID Cp Rising Div Achv ETF | 1.40M (4.38%) | 300.00 Increased by +0.02% | Mar 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.02M (3.19%) | 1.03K Increased by +0.10% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.01M (3.16%) | 1.07K Increased by +0.11% | Feb 28, 25 |
| 5 | Avantis US Small Cap Value ETF | 951.19K (2.98%) | -5.26K Decreased by -0.55% | Mar 29, 25 |
| 6 | Greencoat UK Wind | 931.86K (2.92%) | 931.86K Increased by +100.00% | Nov 30, 24 |
| 7 | iShares Russell 2000 ETF | 880.04K (2.76%) | -7.64K Decreased by -0.87% | Mar 31, 25 |
| 8 | Vanguard Small Cap Index | 826.29K (2.59%) | 672.00 Increased by +0.08% | Feb 28, 25 |
| 9 | DFA US Small Cap Value I | 658.76K (2.06%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 10 | Vanguard Small Cap Value Index Inv | 544.87K (1.71%) | -1.32K Decreased by -0.24% | Feb 28, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 481.33K (1.51%) | 726.00 Increased by +0.15% | Feb 28, 25 |
| 12 | Schwab Fundamental U.S. Small CompanyETF | 381.78K (1.20%) | 305.00 Increased by +0.08% | Mar 29, 25 |
| 13 | Vanguard Consumer Staples ETF | 358.22K (1.12%) | 123.71K Increased by +34.54% | Feb 28, 25 |
| 14 | iShares S&P Small-Cap 600 Value ETF | 326.70K (1.02%) | -299.00 Decreased by -0.09% | Mar 31, 25 |
| 15 | Fidelity Small Cap Index | 322.58K (1.01%) | -6.04K Decreased by -1.87% | Jan 31, 25 |
| 16 | Pacer US Small Cap Cash Cows 100 ETF | 321.09K (1.01%) | 1.53K Increased by +0.48% | Mar 31, 25 |
| 17 | Invesco S&P SmallCap 600 Revenue ETF | 318.98K (1.00%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | DFA US Targeted Value I | 304.55K (0.95%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 19 | Fidelity® Small Cap Index | 302.68K (0.95%) | 6.80K Increased by +2.25% | Sep 30, 23 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 278.80K (0.87%) | 0.00 Increased by 0.00% | Apr 30, 24 |