| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.07M (20.17%) | -215.25K Decreased by -4.25% | Mar 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 2.13M (8.48%) | -232.51K Decreased by -10.92% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 1.99M (7.94%) | 21.62K Increased by +1.08% | Mar 31, 25 |
| 4 | Wellington Management Company LLP | 1.56M (6.21%) | 382.41K Increased by +24.53% | Mar 31, 25 |
| 5 | Capital World Investors | 1.51M (6.02%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | State Street Corp | 1.50M (5.98%) | -61.40K Decreased by -4.09% | Mar 31, 25 |
| 7 | State Street Corporation | 1.31M (5.22%) | 116.16K Increased by +8.86% | Mar 31, 24 |
| 8 | First Trust Advisors L.P. | 1.12M (4.46%) | 450.91K Increased by +40.24% | Dec 31, 24 |
| 9 | Westwood Holdings Group Inc | 1.06M (4.22%) | 258.25K Increased by +24.37% | Mar 31, 25 |
| 10 | Pacer Advisors, INC. | 1.04M (4.13%) | 180.09K Increased by +17.38% | Dec 31, 23 |
| 11 | ING Investment Management LLC | 794.76K (3.16%) | 578.08K Increased by +72.74% | Mar 31, 25 |
| 12 | Balyasny Asset Management LLC | 790.42K (3.15%) | 111.11K Increased by +14.06% | Mar 31, 25 |
| 13 | Geode Capital Management, LLC | 646.99K (2.58%) | 14.85K Increased by +2.30% | Mar 31, 25 |
| 14 | Charles Schwab Investment Management Inc | 570.34K (2.27%) | 42.81K Increased by +7.51% | Mar 31, 25 |
| 15 | UBS Group AG | 506.50K (2.02%) | 487.40K Increased by +96.23% | Dec 31, 24 |
| 16 | American Century Companies Inc | 484.37K (1.93%) | 26.01K Increased by +5.37% | Mar 31, 24 |
| 17 | Jennison Associates LLC | 457.40K (1.82%) | -8.26K Decreased by -1.81% | Mar 31, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 427.39K (1.70%) | -90.50K Decreased by -21.17% | Mar 31, 25 |
| 19 | Franklin Resources Inc | 388.27K (1.55%) | -102.49K Decreased by -26.40% | Dec 31, 24 |
| 20 | Wasatch Advisors Inc. | 372.77K (1.48%) | 95.11K Increased by +25.51% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.60M (6.36%) | -4.38K Decreased by -0.27% | Jun 30, 25 |
| 2 | American Funds SMALLCAP World A | 1.51M (6.02%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | Pacer US Small Cap Cash Cows 100 ETF | 1.22M (4.85%) | 16.79K Increased by +1.38% | Jan 31, 24 |
| 4 | First Trust SMID Cp Rising Div Achv ETF | 1.16M (4.63%) | 2.49K Increased by +0.21% | Feb 27, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 896.09K (3.57%) | 948.00 Increased by +0.11% | May 31, 25 |
| 6 | Vanguard US Total Market Shares ETF | 868.84K (3.46%) | -47.43K Decreased by -5.46% | Sep 30, 24 |
| 7 | iShares Russell 2000 ETF | 673.00K (2.68%) | 4.67K Increased by +0.69% | Jun 30, 25 |
| 8 | DFA US Small Cap Value I | 441.94K (1.76%) | 0.00 Increased by 0.00% | May 31, 25 |
| 9 | Jennison SMid Cap Core Equity | 431.81K (1.72%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | PGIM Jennison Small Company A | 431.81K (1.72%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 424.88K (1.69%) | 12.82K Increased by +3.02% | May 31, 25 |
| 12 | Avantis US Small Cap Value ETF | 412.06K (1.64%) | 0.00 Increased by 0.00% | Mar 29, 24 |
| 13 | SPDR® S&P Homebuilders ETF | 376.92K (1.50%) | 1.39K Increased by +0.37% | Jun 30, 25 |
| 14 | Westwood Mgt SmallCap Value | 348.84K (1.39%) | 76.71K Increased by +21.99% | Jun 30, 25 |
| 15 | Westwood Quality SmallCap Fund Inst | 348.84K (1.39%) | 76.71K Increased by +21.99% | Jun 30, 25 |
| 16 | Neumeier Poma Small Cap Value | 300.55K (1.20%) | -29.43K Decreased by -9.79% | Sep 30, 24 |
| 17 | Franklin Small Cap Value SMA Composite | 285.74K (1.14%) | 145.72K Increased by +51.00% | Jun 30, 25 |
| 18 | Franklin US Small Cap Value Equity | 285.74K (1.14%) | 145.72K Increased by +51.00% | Jun 30, 25 |
| 19 | Fidelity Small Cap Index | 280.52K (1.12%) | 4.07K Increased by +1.45% | Apr 30, 25 |
| 20 | Fidelity® Small Cap Index | 273.99K (1.09%) | 7.20K Increased by +2.63% | Oct 31, 23 |