| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.44M (18.35%) | 33.52K Increased by +0.52% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 5.00M (14.25%) | 17.92K Increased by +0.36% | Sep 30, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 2.92M (8.31%) | -96.45K Decreased by -3.31% | Sep 30, 24 |
| 4 | Pacer Advisors, INC. | 1.94M (5.54%) | 159.66K Increased by +8.21% | Sep 30, 24 |
| 5 | Franklin Resources Inc | 1.90M (5.40%) | 11.74K Increased by +0.62% | Sep 30, 24 |
| 6 | State Street Corp | 1.40M (3.99%) | -262.00 Decreased by -0.02% | Sep 30, 24 |
| 7 | State Street Corporation | 1.40M (3.98%) | 12.52K Increased by +0.90% | Mar 31, 24 |
| 8 | Amvescap Plc. | 1.30M (3.72%) | 54.79K Increased by +4.20% | Sep 30, 24 |
| 9 | American Century Companies Inc | 986.29K (2.81%) | 371.25K Increased by +37.64% | Sep 30, 24 |
| 10 | First Trust Advisors L.P. | 902.48K (2.57%) | 243.48K Increased by +26.98% | Dec 31, 23 |
| 11 | Geode Capital Management, LLC | 841.60K (2.40%) | 21.36K Increased by +2.54% | Sep 30, 24 |
| 12 | Charles Schwab Investment Management Inc | 833.40K (2.37%) | -40.10K Decreased by -4.81% | Sep 30, 24 |
| 13 | Wasatch Advisors LP | 820.49K (2.34%) | 133.60K Increased by +16.28% | Sep 30, 24 |
| 14 | Aristotle Capital Boston, LLC | 617.37K (1.76%) | -11.60K Decreased by -1.88% | Sep 30, 24 |
| 15 | Tributary Capital Management, LLC | 576.13K (1.64%) | -70.01K Decreased by -12.15% | Sep 30, 24 |
| 16 | JPMorgan Chase & Co | 561.77K (1.60%) | -5.12K Decreased by -0.91% | Sep 30, 24 |
| 17 | Royce & Associates, LP | 493.69K (1.41%) | 10.32K Increased by +2.09% | Mar 31, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 474.66K (1.35%) | -656.64K Decreased by -138.34% | Sep 30, 24 |
| 19 | Goldman Sachs Group Inc | 464.49K (1.32%) | 164.43K Increased by +35.40% | Sep 30, 24 |
| 20 | Bank of New York Mellon Corp | 452.26K (1.29%) | -28.80K Decreased by -6.37% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.32M (6.62%) | 1.19K Increased by +0.05% | Dec 31, 24 |
| 2 | Pacer US Small Cap Cash Cows 100 ETF | 1.69M (4.81%) | -5.50K Decreased by -0.33% | Dec 31, 24 |
| 3 | Franklin Small Cap Value A | 1.19M (3.40%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 4 | Franklin Small Cap Value SMA Composite | 1.16M (3.30%) | 1.16M Increased by +100.00% | Sep 30, 24 |
| 5 | Franklin US Small Cap Value Equity | 1.16M (3.30%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 1.06M (3.02%) | 1.97K Increased by +0.19% | Dec 31, 24 |
| 7 | First Trust SMID Cp Rising Div Achv ETF | 1.03M (2.94%) | 8.74K Increased by +0.85% | Jan 31, 24 |
| 8 | iShares Russell 2000 ETF | 975.84K (2.78%) | -3.75K Decreased by -0.38% | Dec 31, 24 |
| 9 | Avantis US Small Cap Value ETF | 940.11K (2.68%) | 464.00 Increased by +0.05% | Dec 31, 24 |
| 10 | Vanguard Small Cap Index | 870.86K (2.48%) | 4.19K Increased by +0.48% | Dec 31, 24 |
| 11 | Vanguard Information Technology ETF | 828.66K (2.36%) | 11.88K Increased by +1.43% | Dec 31, 24 |
| 12 | DFA US Small Cap Value I | 756.41K (2.15%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 13 | Invesco Small Cap Value A | 635.37K (1.81%) | 8.27K Increased by +1.30% | Nov 30, 24 |
| 14 | Vanguard Small Cap Value Index Inv | 578.14K (1.65%) | -5.92K Decreased by -1.02% | Dec 31, 24 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 548.81K (1.56%) | 12.14K Increased by +2.21% | Dec 31, 24 |
| 16 | Schwab Fundamental US Small Company ETF | 475.79K (1.35%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | Tributary Small Cap Equity | 435.50K (1.24%) | -10.18K Decreased by -2.34% | Dec 31, 24 |
| 18 | Wasatch Small Cap Value | 427.75K (1.22%) | 74.77K Increased by +17.48% | Sep 30, 24 |
| 19 | Franklin Small Cap Value VIP 1 | 414.75K (1.18%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | Schwab Fundamental U.S. Small CompanyETF | 378.36K (1.08%) | 183.00 Increased by +0.05% | Dec 31, 24 |