| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.40M (16.83%) | -110.05K Decreased by -2.04% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 4.11M (12.83%) | 115.95K Increased by +2.82% | Mar 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 2.45M (7.63%) | -158.98K Decreased by -6.50% | Mar 31, 25 |
| 4 | State Street Corp | 1.37M (4.27%) | -45.22K Decreased by -3.30% | Mar 31, 25 |
| 5 | State Street Corporation | 1.33M (4.15%) | 30.05K Increased by +2.26% | Mar 31, 24 |
| 6 | American Century Companies Inc | 1.14M (3.56%) | -27.00K Decreased by -2.37% | Mar 31, 25 |
| 7 | Charles Schwab Investment Management Inc | 800.22K (2.50%) | 48.60K Increased by +6.07% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 795.40K (2.48%) | 12.68K Increased by +1.59% | Mar 31, 25 |
| 9 | Private Management Group Inc | 648.07K (2.02%) | -72.31K Decreased by -11.16% | Sep 30, 23 |
| 10 | Amvescap Plc. | 615.80K (1.92%) | 68.50K Increased by +11.12% | Mar 31, 25 |
| 11 | Northern Trust Corp | 613.94K (1.92%) | -1.96K Decreased by -0.32% | Mar 31, 25 |
| 12 | Mariner Wealth Advisors, LLC | 603.18K (1.88%) | 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 (1.73%) | 554.54K Increased by +100.00% | Jun 30, 23 |
| 15 | Ameriprise Financial Inc | 476.94K (1.49%) | 13.39K Increased by +2.81% | Mar 31, 25 |
| 16 | Victory Capital Management Inc. | 456.07K (1.42%) | -2.54K Decreased by -0.56% | Mar 31, 25 |
| 17 | Morgan Stanley - Brokerage Accounts | 397.32K (1.24%) | 10.33K Increased by +2.60% | Mar 31, 25 |
| 18 | JPMorgan Chase & Co | 354.38K (1.11%) | -43.31K Decreased by -12.22% | Mar 31, 25 |
| 19 | Goldman Sachs Group Inc | 353.39K (1.10%) | -120.59K Decreased by -34.12% | Dec 31, 24 |
| 20 | Bank of New York Mellon Corp | 344.94K (1.08%) | -8.33K Decreased by -2.41% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.92M (6.00%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | First Trust SMID Cp Rising Div Achv ETF | 1.39M (4.33%) | 2.10K Increased by +0.15% | May 29, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.04M (3.24%) | 25.08K Increased by +2.41% | Apr 30, 25 |
| 4 | Vanguard US Total Market Shares ETF | 1.02M (3.18%) | 1.03K Increased by +0.10% | Sep 30, 24 |
| 5 | Greencoat UK Wind | 931.86K (2.91%) | 931.86K Increased by +100.00% | Nov 30, 24 |
| 6 | Avantis US Small Cap Value ETF | 894.74K (2.79%) | -6.72K Decreased by -0.75% | May 31, 25 |
| 7 | iShares Russell 2000 ETF | 831.25K (2.59%) | 0.00 Increased by 0.00% | May 31, 25 |
| 8 | Vanguard Small Cap Index | 810.92K (2.53%) | 5.10K Increased by +0.63% | Apr 30, 25 |
| 9 | DFA US Small Cap Value I | 656.37K (2.05%) | -2.39K Decreased by -0.36% | Apr 30, 25 |
| 10 | Vanguard Small Cap Value Index Inv | 524.61K (1.64%) | 1.61K Increased by +0.31% | Apr 30, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 498.86K (1.56%) | 716.00 Increased by +0.14% | Apr 30, 25 |
| 12 | Vanguard Consumer Staples ETF | 365.03K (1.14%) | 1.67K Increased by +0.46% | Apr 30, 25 |
| 13 | Schwab Fundamental U.S. Small CompanyETF | 361.53K (1.13%) | -124.00 Decreased by -0.03% | May 31, 25 |
| 14 | Fidelity Small Cap Index | 326.68K (1.02%) | 3.20K Increased by +0.98% | Mar 31, 25 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 314.36K (0.98%) | 0.00 Increased by 0.00% | May 31, 25 |
| 16 | Fidelity® Small Cap Index | 302.68K (0.94%) | 6.80K Increased by +2.25% | Sep 30, 23 |
| 17 | Invesco S&P SmallCap 600 Revenue ETF | 296.62K (0.93%) | -504.00 Decreased by -0.17% | May 30, 25 |
| 18 | DFA US Targeted Value I | 287.94K (0.90%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 278.80K (0.87%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | Schwab Fundamental US Small Company ETF | 275.93K (0.86%) | 291.00 Increased by +0.11% | Jan 31, 24 |