| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 919.46K (9.92%) | 187.89K Increased by +20.44% | Dec 31, 24 |
| 2 | T. Rowe Price Investment Management,Inc. | 885.88K (9.55%) | 1.54K Increased by +0.17% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 561.03K (6.05%) | 5.49K Increased by +0.98% | Dec 31, 24 |
| 4 | Renaissance Technologies Corp | 276.94K (2.99%) | 19.13K Increased by +6.91% | Dec 31, 24 |
| 5 | State Street Corporation | 251.70K (2.71%) | 8.90K Increased by +3.54% | Mar 31, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 220.63K (2.38%) | -1.08K Decreased by -0.49% | Dec 31, 24 |
| 7 | UBS Group AG | 202.01K (2.18%) | 161.14K Increased by +79.77% | Dec 31, 24 |
| 8 | Kestra Advisory Services, LLC | 200.30K (2.16%) | -9.60K Decreased by -4.79% | Dec 31, 24 |
| 9 | Kbc Group NV | 189.04K (2.04%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | ProShare Advisors LLC | 183.50K (1.98%) | -33.23K Decreased by -18.11% | Jun 30, 24 |
| 11 | Legal & General Group PLC | 172.53K (1.86%) | -564.00 Decreased by -0.33% | Dec 31, 24 |
| 12 | Costello Asset Management, INC. | 156.20K (1.68%) | -1.15K Decreased by -0.74% | Dec 31, 24 |
| 13 | Foundry Partners, LLC | 150.67K (1.62%) | 7.20K Increased by +4.78% | Dec 31, 24 |
| 14 | Morgan Stanley - Brokerage Accounts | 149.92K (1.62%) | -52.99K Decreased by -35.34% | Dec 31, 24 |
| 15 | DePrince Race & Zollo Inc | 122.15K (1.32%) | -5.02K Decreased by -4.11% | Dec 31, 24 |
| 16 | Millennium Management LLC | 118.90K (1.28%) | -38.33K Decreased by -32.23% | Dec 31, 24 |
| 17 | Amvescap Plc. | 113.51K (1.22%) | 43.45K Increased by +38.28% | Sep 30, 24 |
| 18 | Geode Capital Management, LLC | 109.96K (1.19%) | -353.00 Decreased by -0.32% | Dec 31, 24 |
| 19 | First Manhattan Co. LLC | 98.90K (1.07%) | -3.97K Decreased by -4.01% | Dec 31, 24 |
| 20 | Roffman Miller Associates Inc | 91.29K (0.98%) | 13.88K Increased by +15.21% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value | 591.43K (6.38%) | -127.00 Decreased by -0.02% | Mar 31, 25 |
| 2 | iShares US Infrastructure ETF | 521.84K (5.63%) | 9.82K Increased by +1.88% | Apr 29, 25 |
| 3 | T. Rowe Price U.S. SC Value Eq Tr-Z | 311.96K (3.36%) | 47.33K Increased by +15.17% | Mar 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 284.55K (3.07%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 281.49K (3.04%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | T. Rowe Price U.S. SC Value Eq Tr-D | 264.63K (2.85%) | 1.11K Increased by +0.42% | Dec 31, 24 |
| 7 | iShares Russell 2000 ETF | 199.90K (2.16%) | -1.60K Decreased by -0.80% | Apr 30, 24 |
| 8 | ProShares Russell 2000 Dividend Growers | 182.27K (1.97%) | -528.00 Decreased by -0.29% | Jun 28, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 128.47K (1.39%) | -24.60K Decreased by -19.15% | Mar 31, 25 |
| 10 | Fidelity Small Cap Index | 96.09K (1.04%) | 3.82K Increased by +3.97% | Jun 30, 24 |
| 11 | Fidelity® Small Cap Index | 89.72K (0.97%) | 2.35K Increased by +2.62% | Oct 31, 23 |
| 12 | L&G Clean Water ETF | 89.14K (0.96%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 13 | Foundry Partners Micro Cap Value Plus | 88.53K (0.95%) | -15.93K Decreased by -17.99% | Dec 31, 24 |
| 14 | DFA US Small Cap I | 74.29K (0.80%) | -3.21K Decreased by -4.32% | Mar 31, 25 |
| 15 | Vanguard Utilities ETF | 59.97K (0.65%) | -37.00 Decreased by -0.06% | Mar 31, 25 |
| 16 | North Star Dividend I | 59.00K (0.64%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | iShares Russell 2000 Growth ETF | 57.93K (0.62%) | -138.00 Decreased by -0.24% | Apr 30, 24 |
| 18 | DePrince, Race & Zollo, Micro Cap Val | 56.78K (0.61%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | WisdomTree US SmallCap Dividend ETF | 53.95K (0.58%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | Fidelity Extended Market Index | 52.85K (0.57%) | 1.17K Increased by +2.20% | Mar 31, 25 |