| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 13.17M (14.80%) | 72.63K Increased by +0.55% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 10.95M (12.30%) | 27.60K Increased by +0.25% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 5.68M (6.38%) | 31.08K Increased by +0.55% | Dec 31, 24 |
| 4 | State Street Corp | 5.14M (5.77%) | 643.02K Increased by +12.52% | Dec 31, 24 |
| 5 | State Street Corporation | 3.53M (3.96%) | -206.04K Decreased by -5.84% | Mar 31, 24 |
| 6 | Ameriprise Financial Inc | 2.59M (2.91%) | 990.58K Increased by +38.28% | Dec 31, 24 |
| 7 | Westwood Holdings Group Inc | 2.44M (2.74%) | -118.49K Decreased by -4.85% | Dec 31, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 2.44M (2.74%) | 1.70M Increased by +69.90% | Dec 31, 24 |
| 9 | North Reef Capital Management LP | 2.08M (2.34%) | 2.08M Increased by +100.00% | Dec 31, 24 |
| 10 | Geode Capital Management, LLC | 2.06M (2.31%) | -10.35K Decreased by -0.50% | Dec 31, 24 |
| 11 | Manufacturers Life Insurance Co | 1.72M (1.94%) | 103.28K Increased by +5.99% | Dec 31, 24 |
| 12 | Franklin Resources Inc | 1.67M (1.87%) | 45.67K Increased by +2.74% | Dec 31, 24 |
| 13 | Victory Capital Management Inc. | 1.58M (1.78%) | 1.79K Increased by +0.11% | Dec 31, 24 |
| 14 | Goldman Sachs Group Inc | 1.57M (1.77%) | 340.01K Increased by +21.64% | Dec 31, 24 |
| 15 | GW&K Investment Management, LLC | 1.55M (1.75%) | 309.52K Increased by +19.92% | Dec 31, 24 |
| 16 | Northern Trust Corp | 1.16M (1.30%) | 97.32K Increased by +8.38% | Dec 31, 24 |
| 17 | Bank of New York Mellon Corp | 1.08M (1.21%) | 2.86K Increased by +0.27% | Dec 31, 24 |
| 18 | American Century Companies Inc | 1.06M (1.19%) | 1.02M Increased by +96.97% | Dec 31, 24 |
| 19 | Charles Schwab Investment Management Inc | 1.05M (1.18%) | 80.63K Increased by +7.65% | Dec 31, 24 |
| 20 | Allspring Global Investments Holdings, LLC | 1.03M (1.16%) | 757.01K Increased by +73.36% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 8.05M (9.04%) | 2.49M Increased by +30.94% | Mar 31, 25 |
| 2 | Vanguard Small Cap Index | 3.10M (3.48%) | 807.03K Increased by +26.04% | Mar 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 2.83M (3.18%) | 3.16K Increased by +0.11% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 2.71M (3.04%) | -1.32M Decreased by -48.74% | Mar 31, 25 |
| 5 | iShares Russell 2000 ETF | 2.21M (2.48%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | Vanguard Small Cap Value Index Inv | 2.01M (2.26%) | 498.56K Increased by +24.82% | Mar 31, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 1.37M (1.54%) | -615.96K Decreased by -44.91% | Mar 31, 25 |
| 8 | DFA US Small Cap Value I | 1.34M (1.50%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 9 | iShares S&P Small-Cap 600 Value ETF | 1.33M (1.49%) | 409.38K Increased by +30.89% | Mar 31, 25 |
| 10 | CT (Lux) American Smaller Com 9U USD | 1.26M (1.42%) | 16.42K Increased by +1.30% | Feb 28, 25 |
| 11 | SPDR® S&P Regional Banking ETF | 1.19M (1.34%) | -281.66K Decreased by -23.57% | Mar 31, 25 |
| 12 | JHancock Small Cap Core NAV | 1.19M (1.34%) | 94.19K Increased by +7.90% | Feb 28, 25 |
| 13 | American Century Small Cap Value Inv | 905.00K (1.02%) | 130.00K Increased by +14.36% | Mar 31, 25 |
| 14 | American Century U.S. Small Cap Value | 905.00K (1.02%) | 130.00K Increased by +14.36% | Mar 31, 25 |
| 15 | Franklin Small Cap Value A | 903.33K (1.01%) | -1.06M Decreased by -117.24% | Mar 31, 25 |
| 16 | Franklin Small Cap Value SMA Composite | 903.33K (1.01%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 17 | Franklin US Small Cap Value Equity | 903.33K (1.01%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | Fidelity Small Cap Index | 885.95K (1.00%) | -16.59K Decreased by -1.87% | Jan 31, 25 |
| 19 | iShares Russell 2000 Value ETF | 819.31K (0.92%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | CT American Smaller Coms(US) InstAccGBP | 818.28K (0.92%) | 0.00 Increased by 0.00% | Mar 31, 25 |