| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.07M (19.50%) | -215.25K Decreased by -4.25% | Mar 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 2.13M (8.20%) | -232.51K Decreased by -10.92% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 1.99M (7.67%) | 21.62K Increased by +1.08% | Mar 31, 25 |
| 4 | Wellington Management Company LLP | 1.56M (6.00%) | 382.41K Increased by +24.53% | Mar 31, 25 |
| 5 | Capital World Investors | 1.51M (5.82%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | State Street Corp | 1.50M (5.78%) | -61.40K Decreased by -4.09% | Mar 31, 25 |
| 7 | State Street Corporation | 1.31M (5.05%) | 116.16K Increased by +8.86% | Mar 31, 24 |
| 8 | First Trust Advisors L.P. | 1.12M (4.31%) | 450.91K Increased by +40.24% | Dec 31, 24 |
| 9 | Westwood Holdings Group Inc | 1.06M (4.08%) | 258.25K Increased by +24.37% | Mar 31, 25 |
| 10 | Pacer Advisors, INC. | 1.04M (3.99%) | 180.09K Increased by +17.38% | Dec 31, 23 |
| 11 | Balyasny Asset Management LLC | 790.42K (3.04%) | 111.11K Increased by +14.06% | Mar 31, 25 |
| 12 | Geode Capital Management, LLC | 646.99K (2.49%) | 14.85K Increased by +2.30% | Mar 31, 25 |
| 13 | Charles Schwab Investment Management Inc | 570.34K (2.20%) | 42.81K Increased by +7.51% | Mar 31, 25 |
| 14 | UBS Group AG | 506.50K (1.95%) | 487.40K Increased by +96.23% | Dec 31, 24 |
| 15 | American Century Companies Inc | 484.37K (1.86%) | 26.01K Increased by +5.37% | Mar 31, 24 |
| 16 | Jennison Associates LLC | 457.40K (1.76%) | -8.26K Decreased by -1.81% | Mar 31, 25 |
| 17 | Morgan Stanley - Brokerage Accounts | 427.39K (1.65%) | -90.50K Decreased by -21.17% | Mar 31, 25 |
| 18 | ING Investment Management LLC | 397.38K (1.53%) | 180.70K Increased by +45.47% | Mar 31, 25 |
| 19 | Franklin Resources Inc | 388.27K (1.49%) | -102.49K Decreased by -26.40% | Dec 31, 24 |
| 20 | Wasatch Advisors Inc. | 372.77K (1.43%) | 95.11K Increased by +25.51% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.64M (6.30%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | American Funds SMALLCAP World A | 1.51M (5.82%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 3 | Pacer US Small Cap Cash Cows 100 ETF | 1.22M (4.69%) | 16.79K Increased by +1.38% | Jan 31, 24 |
| 4 | First Trust SMID Cp Rising Div Achv ETF | 1.16M (4.47%) | 2.49K Increased by +0.21% | Feb 27, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 896.09K (3.45%) | 948.00 Increased by +0.11% | May 31, 25 |
| 6 | Vanguard US Total Market Shares ETF | 868.84K (3.34%) | -47.43K Decreased by -5.46% | Sep 30, 24 |
| 7 | iShares Russell 2000 ETF | 689.58K (2.65%) | 0.00 Increased by 0.00% | May 31, 25 |
| 8 | DFA US Small Cap Value I | 441.94K (1.70%) | -32.02K Decreased by -7.25% | Apr 30, 25 |
| 9 | Jennison SMid Cap Core Equity | 431.81K (1.66%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | PGIM Jennison Small Company A | 431.81K (1.66%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 424.88K (1.64%) | 12.82K Increased by +3.02% | May 31, 25 |
| 12 | Avantis US Small Cap Value ETF | 412.06K (1.59%) | 0.00 Increased by 0.00% | Mar 29, 24 |
| 13 | SPDR® S&P Homebuilders ETF | 363.37K (1.40%) | -7.30K Decreased by -2.01% | May 31, 25 |
| 14 | Neumeier Poma Small Cap Value | 300.55K (1.16%) | -29.43K Decreased by -9.79% | Sep 30, 24 |
| 15 | American Beacon Small Cp Val R5 | 293.92K (1.13%) | 222.97K Increased by +75.86% | Mar 31, 25 |
| 16 | Fidelity Small Cap Index | 276.45K (1.06%) | -1.74K Decreased by -0.63% | Mar 31, 25 |
| 17 | Fidelity® Small Cap Index | 273.99K (1.05%) | 7.20K Increased by +2.63% | Oct 31, 23 |
| 18 | Westwood Mgt SmallCap Value | 272.13K (1.05%) | -962.00 Decreased by -0.35% | Mar 31, 25 |
| 19 | Westwood Quality SmallCap Fund Inst | 272.13K (1.05%) | -962.00 Decreased by -0.35% | Mar 31, 25 |
| 20 | iShares S&P Small-Cap 600 Value ETF | 267.16K (1.03%) | 0.00 Increased by 0.00% | May 31, 25 |