| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.03M (14.89%) | 96.30K Increased by +1.91% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 3.97M (11.75%) | -47.22K Decreased by -1.19% | Mar 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 2.22M (6.56%) | -91.00K Decreased by -4.10% | Mar 31, 25 |
| 4 | Victory Capital Management Inc. | 2.05M (6.06%) | 345.61K Increased by +16.88% | Mar 31, 25 |
| 5 | State Street Corp | 1.95M (5.76%) | -109.14K Decreased by -5.61% | Mar 31, 25 |
| 6 | Wellington Management Company LLP | 1.76M (5.21%) | -10.35K Decreased by -0.59% | Mar 31, 25 |
| 7 | State Street Corporation | 1.75M (5.19%) | -26.40K Decreased by -1.51% | Mar 31, 24 |
| 8 | Charles Schwab Investment Management Inc | 1.44M (4.26%) | 59.65K Increased by +4.14% | Mar 31, 25 |
| 9 | Westwood Holdings Group Inc | 1.14M (3.38%) | 630.00K Increased by +55.12% | Mar 31, 25 |
| 10 | Geode Capital Management, LLC | 862.99K (2.55%) | 42.81K Increased by +4.96% | Mar 31, 25 |
| 11 | Manufacturers Life Insurance Co | 845.79K (2.50%) | 88.06K Increased by +10.41% | Mar 31, 25 |
| 12 | American Century Companies Inc | 708.82K (2.10%) | -29.54K Decreased by -4.17% | Mar 31, 25 |
| 13 | Goldman Sachs Group Inc | 688.31K (2.04%) | -69.08K Decreased by -10.04% | Dec 31, 24 |
| 14 | Nuveen Asset Management, LLC | 635.64K (1.88%) | -50.49K Decreased by -7.94% | Dec 31, 24 |
| 15 | Nuveen, LLC | 628.48K (1.86%) | 628.48K Increased by +100.00% | Mar 31, 25 |
| 16 | William Blair Investment Management, LLC | 622.64K (1.84%) | -11.94K Decreased by -1.92% | Mar 31, 25 |
| 17 | Northern Trust Corp | 482.37K (1.43%) | -5.58K Decreased by -1.16% | Mar 31, 25 |
| 18 | abrdn PLC | 443.07K (1.31%) | 20.98K Increased by +4.73% | Sep 30, 24 |
| 19 | Millennium Management LLC | 426.30K (1.26%) | -49.14K Decreased by -11.53% | Dec 31, 24 |
| 20 | JPMorgan Chase & Co | 396.91K (1.17%) | -422.86K Decreased by -106.54% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.10M (6.22%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | Victory Sycamore Small Company Opp R | 1.15M (3.39%) | 315.00K Increased by +27.51% | Mar 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.09M (3.23%) | 1.00K Increased by +0.09% | May 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 1.07M (3.18%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Schwab US Dividend Equity ETF™ | 984.07K (2.91%) | 648.00 Increased by +0.07% | May 31, 25 |
| 6 | iShares Russell 2000 ETF | 888.20K (2.63%) | 0.00 Increased by 0.00% | May 31, 25 |
| 7 | Vanguard Small Cap Index | 868.27K (2.57%) | 3.23K Increased by +0.37% | May 31, 25 |
| 8 | JHancock Small Cap Core NAV | 722.43K (2.14%) | 95.02K Increased by +13.15% | Apr 30, 25 |
| 9 | Vanguard Small Cap Value Index Inv | 558.71K (1.65%) | -549.00 Decreased by -0.10% | May 31, 25 |
| 10 | Avantis US Small Cap Value ETF | 554.34K (1.64%) | 0.00 Increased by 0.00% | May 31, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 538.63K (1.59%) | 3.44K Increased by +0.64% | May 31, 25 |
| 12 | Victory Small Cap Value CIT (Net 75) | 454.00K (1.34%) | 454.00K Increased by +100.00% | Sep 30, 24 |
| 13 | DFA US Small Cap Value I | 428.74K (1.27%) | -23.59K Decreased by -5.50% | Apr 30, 25 |
| 14 | CREF Stock R1 | 358.32K (1.06%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 15 | CREF Stock R3 | 358.32K (1.06%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 353.64K (1.05%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 17 | Fidelity Small Cap Index | 342.95K (1.01%) | 2.88K Increased by +0.84% | Mar 31, 25 |
| 18 | Fidelity® Small Cap Index | 331.38K (0.98%) | 9.22K Increased by +2.78% | Oct 31, 23 |
| 19 | SPDR® S&P Bank ETF | 322.93K (0.96%) | 2.19K Increased by +0.68% | Mar 31, 25 |
| 20 | iShares Russell 2000 Value ETF | 314.50K (0.93%) | 0.00 Increased by 0.00% | May 31, 25 |