| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.13M (14.80%) | -27.66K Decreased by -1.30% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 1.75M (12.16%) | -2.56K Decreased by -0.15% | Dec 31, 24 |
| 3 | State Street Corporation | 690.68K (4.80%) | 7.99K Increased by +1.16% | Mar 31, 24 |
| 4 | State Street Corp | 680.05K (4.73%) | 20.74K Increased by +3.05% | Dec 31, 24 |
| 5 | Charles Schwab Investment Management Inc | 550.75K (3.83%) | 22.23K Increased by +4.04% | Dec 31, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 530.99K (3.69%) | -7.61K Decreased by -1.43% | Dec 31, 24 |
| 7 | Macquarie Group Ltd | 515.80K (3.59%) | -1.95K Decreased by -0.38% | Dec 31, 24 |
| 8 | Westwood Holdings Group Inc | 508.19K (3.53%) | -41.72K Decreased by -8.21% | Dec 31, 24 |
| 9 | Geode Capital Management, LLC | 354.24K (2.46%) | -1.70K Decreased by -0.48% | Dec 31, 24 |
| 10 | JPMorgan Chase & Co | 262.24K (1.82%) | -160.13K Decreased by -61.06% | Dec 31, 24 |
| 11 | City Holding Co | 258.82K (1.80%) | -4.44K Decreased by -1.72% | Dec 31, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 220.49K (1.53%) | 5.70K Increased by +2.58% | Dec 31, 24 |
| 13 | Northern Trust Corp | 178.96K (1.24%) | 3.94K Increased by +2.20% | Dec 31, 24 |
| 14 | Goldman Sachs Group Inc | 166.47K (1.16%) | 50.27K Increased by +30.20% | Dec 31, 24 |
| 15 | Bank of New York Mellon Corp | 145.50K (1.01%) | -321.00 Decreased by -0.22% | Dec 31, 24 |
| 16 | UBS Group AG | 144.76K (1.01%) | 119.74K Increased by +82.71% | Dec 31, 24 |
| 17 | Barr E S & Co | 130.70K (0.91%) | -8.18K Decreased by -6.26% | Dec 31, 24 |
| 18 | Axxcess Wealth Management, LLC | 109.42K (0.76%) | 885.00 Increased by +0.81% | Dec 31, 24 |
| 19 | American Century Companies Inc | 92.24K (0.64%) | 2.90K Increased by +3.15% | Dec 31, 24 |
| 20 | Robeco Institutional Asset Management BV | 87.47K (0.61%) | -32.00 Decreased by -0.04% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 909.91K (6.33%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 440.19K (3.06%) | 4.38K Increased by +0.99% | Feb 28, 25 |
| 3 | Delaware US Small Cap Core Equity (SMA) | 438.49K (3.05%) | -5.13K Decreased by -1.17% | Mar 31, 24 |
| 4 | Macquarie US Small Cap Core Equity | 438.49K (3.05%) | -5.13K Decreased by -1.17% | Mar 31, 24 |
| 5 | Delaware Small Cap Core I | 424.46K (2.95%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 6 | Macquarie Small Cap Core I | 424.46K (2.95%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 7 | Schwab US Dividend Equity ETF™ | 405.19K (2.82%) | 320.00 Increased by +0.08% | Mar 29, 25 |
| 8 | iShares Russell 2000 ETF | 386.67K (2.69%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Vanguard Small Cap Index | 356.58K (2.48%) | 294.00 Increased by +0.08% | Feb 28, 25 |
| 10 | Vanguard Small Cap Value Index Inv | 234.66K (1.63%) | -1.01K Decreased by -0.43% | Feb 28, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 221.31K (1.54%) | 311.00 Increased by +0.14% | Feb 28, 25 |
| 12 | Westwood Mgt SmallCap Value | 180.50K (1.25%) | -20.07K Decreased by -11.12% | Dec 31, 24 |
| 13 | Westwood Quality SmallCap Fund Inst | 180.50K (1.25%) | -20.07K Decreased by -11.12% | Dec 31, 24 |
| 14 | Fidelity® Small Cap Index | 143.54K (1.00%) | 4.26K Increased by +2.97% | Oct 31, 23 |
| 15 | Fidelity Small Cap Index | 143.41K (1.00%) | -2.69K Decreased by -1.87% | Jan 31, 25 |
| 16 | iShares S&P Small-Cap 600 Growth ETF | 133.95K (0.93%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 130.81K (0.91%) | 135.00 Increased by +0.10% | Mar 28, 24 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 126.86K (0.88%) | 192.00 Increased by +0.15% | Mar 31, 25 |
| 19 | iShares Russell 2000 Value ETF | 122.42K (0.85%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Vanguard Tax-Managed Small Cap Adm | 111.02K (0.77%) | 0.00 Increased by 0.00% | Feb 28, 25 |