| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.66M (10.16%) | 150.35K Increased by +9.04% | Mar 31, 25 |
| 2 | FMR Inc | 1.52M (9.26%) | 205.63K Increased by +13.56% | Mar 31, 25 |
| 3 | Franklin Resources Inc | 1.45M (8.83%) | 134.65K Increased by +9.31% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 946.48K (5.78%) | 72.13K Increased by +7.62% | Jun 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 837.56K (5.11%) | -3.43K Decreased by -0.41% | Jun 30, 25 |
| 6 | State Street Corp | 461.79K (2.82%) | -5.34K Decreased by -1.16% | Mar 31, 25 |
| 7 | State Street Corporation | 424.65K (2.59%) | -5.88K Decreased by -1.38% | Mar 31, 24 |
| 8 | Geode Capital Management, LLC | 406.10K (2.48%) | 64.74K Increased by +15.94% | Mar 31, 25 |
| 9 | JPMorgan Chase & Co | 280.03K (1.71%) | -39.76K Decreased by -14.20% | Mar 31, 25 |
| 10 | Renaissance Technologies Corp | 273.00K (1.67%) | -16.80K Decreased by -6.15% | Mar 31, 25 |
| 11 | Basswood Capital Management LLC | 247.70K (1.51%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | LSV Asset Management | 231.50K (1.41%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | ProShare Advisors LLC | 202.67K (1.24%) | -36.80K Decreased by -18.16% | Jun 30, 24 |
| 14 | Manufacturers Life Insurance Co | 194.71K (1.19%) | -3.09K Decreased by -1.58% | Jun 30, 25 |
| 15 | American Century Companies Inc | 168.09K (1.03%) | -25.81K Decreased by -15.36% | Jun 30, 25 |
| 16 | Hotchkis & Wiley Capital Management LLC | 162.84K (0.99%) | 15.28K Increased by +9.38% | Jun 30, 25 |
| 17 | Northern Trust Corp | 159.38K (0.97%) | 14.58K Increased by +9.15% | Mar 31, 25 |
| 18 | Kimelman & Baird, LLC | 147.81K (0.90%) | -1.19K Decreased by -0.80% | Jun 30, 25 |
| 19 | Charles Schwab Investment Management Inc | 141.07K (0.86%) | 3.86K Increased by +2.74% | Jun 30, 25 |
| 20 | AllianceBernstein L.P. | 139.31K (0.85%) | 125.43K Increased by +90.03% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Franklin Small Cap Value SMA Composite | 1.43M (8.74%) | 588.66K Increased by +41.14% | Jun 30, 25 |
| 2 | Franklin US Small Cap Value Equity | 1.43M (8.74%) | 588.66K Increased by +41.14% | Jun 30, 25 |
| 3 | Franklin Small Cap Value A | 978.52K (5.97%) | 45.70K Increased by +4.67% | Jul 31, 25 |
| 4 | FIAM Small Cap Core CIT Cl B | 537.10K (3.28%) | 0.00 Increased by 0.00% | May 31, 25 |
| 5 | FIAM Small Cap Core Composite | 537.10K (3.28%) | 45.00K Increased by +8.38% | Mar 31, 25 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 491.61K (3.00%) | -9.53K Decreased by -1.94% | Jul 31, 25 |
| 7 | Vanguard US Total Market Shares ETF | 432.17K (2.64%) | 1.68K Increased by +0.39% | Sep 30, 24 |
| 8 | iShares Russell 2000 ETF | 395.24K (2.41%) | -7.56K Decreased by -1.91% | Jul 31, 25 |
| 9 | Fidelity® Low-Priced Stock | 338.13K (2.06%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Fidelity Low-Priced Stock | 324.00K (1.98%) | -596.00 Decreased by -0.18% | May 31, 25 |
| 11 | Franklin Small Cap Value VIP 1 | 270.63K (1.65%) | 13.02K Increased by +4.81% | Jul 31, 25 |
| 12 | JPM US Small Cap Value-Composite | 235.74K (1.44%) | 12.35K Increased by +5.24% | Jun 30, 25 |
| 13 | JPMorgan Small Cap Blend A | 235.74K (1.44%) | 5.41K Increased by +2.30% | Jun 30, 25 |
| 14 | ProShares Russell 2000 Dividend Growers | 200.76K (1.23%) | -582.00 Decreased by -0.29% | Jun 28, 24 |
| 15 | Strategic Advisers Fidelity US TtlStk | 190.87K (1.17%) | 1.16K Increased by +0.61% | Jun 30, 25 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 183.45K (1.12%) | -85.27K Decreased by -46.48% | Jul 31, 25 |
| 17 | Fidelity Small Cap Index | 169.65K (1.04%) | 1.36K Increased by +0.80% | May 31, 25 |
| 18 | iShares Russell 2000 Value ETF | 146.38K (0.89%) | 109.00 Increased by +0.07% | Jul 31, 25 |
| 19 | DFA US Small Cap Value I | 138.49K (0.85%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | Fidelity® Small Cap Index | 134.43K (0.82%) | 2.25K Increased by +1.67% | Sep 30, 23 |