| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, INC. | 1.89M (12.14%) | 587.04K Increased by +31.11% | Sep 30, 24 |
| 2 | BlackRock Inc | 1.69M (10.86%) | -412.07K Decreased by -24.41% | Jun 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.29M (8.29%) | -6.92K Decreased by -0.54% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 1.12M (7.24%) | -17.75K Decreased by -1.58% | Jun 30, 25 |
| 5 | Southeastern Asset Management Inc | 937.92K (6.03%) | 937.92K Increased by +100.00% | Jun 30, 25 |
| 6 | State Street Corporation | 670.26K (4.31%) | 15.66K Increased by +2.34% | Mar 31, 24 |
| 7 | Readystate Asset Management LP | 639.45K (4.11%) | 58.59K Increased by +9.16% | Jun 30, 25 |
| 8 | American Century Companies Inc | 524.54K (3.37%) | -73.41K Decreased by -14.00% | Jun 30, 25 |
| 9 | Amvescap Plc. | 455.97K (2.93%) | 76.04K Increased by +16.68% | Sep 30, 24 |
| 10 | Millennium Management LLC | 429.26K (2.76%) | 393.57K Increased by +91.69% | Dec 31, 24 |
| 11 | D. E. Shaw & Co LP | 376.40K (2.42%) | 1.45K Increased by +0.39% | Jun 30, 25 |
| 12 | Geode Capital Management, LLC | 373.73K (2.40%) | -13.06K Decreased by -3.49% | Jun 30, 25 |
| 13 | UBS Group AG | 358.14K (2.30%) | 346.98K Increased by +96.89% | Dec 31, 24 |
| 14 | State Street Corp | 345.74K (2.22%) | -46.53K Decreased by -13.46% | Jun 30, 25 |
| 15 | T. Rowe Price Investment Management,Inc. | 341.31K (2.20%) | -236.08K Decreased by -69.17% | Jun 30, 24 |
| 16 | Towle & Co | 326.22K (2.10%) | 275.00K Increased by +84.30% | Jun 30, 25 |
| 17 | Jacobs Levy Equity Management, Inc. | 315.66K (2.03%) | 204.26K Increased by +64.71% | Jun 30, 25 |
| 18 | Charles Schwab Investment Management Inc | 309.55K (1.99%) | 76.08K Increased by +24.58% | Jun 30, 25 |
| 19 | Ameriprise Financial Inc | 303.18K (1.95%) | 20.18K Increased by +6.66% | Jun 30, 25 |
| 20 | Anchor Capital Management LLC | 285.05K (1.83%) | 37.00K Increased by +12.98% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Pacer US Small Cap Cash Cows 100 ETF | 1.84M (11.81%) | -960.00 Decreased by -0.05% | Nov 27, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.06M (6.84%) | 1.12K Increased by +0.11% | Oct 31, 24 |
| 3 | Vanguard US Total Market Shares ETF | 500.84K (3.22%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 489.98K (3.15%) | -10.86K Decreased by -2.22% | Jul 31, 25 |
| 5 | Avantis US Small Cap Value ETF | 403.10K (2.59%) | 0.00 Increased by 0.00% | Aug 30, 25 |
| 6 | iShares Russell 2000 ETF | 379.02K (2.44%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 7 | iShares Global Timber & Forestry ETF | 329.84K (2.12%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 8 | CREF Stock R1 | 263.73K (1.70%) | 9.79K Increased by +3.71% | Feb 28, 25 |
| 9 | DFA US Core Equity 1 I | 248.01K (1.60%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | DFA US Small Cap Value I | 225.32K (1.45%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 11 | Nuveen Quant Small Cap Equity R6 | 218.60K (1.41%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 12 | Oberweis Micro-Cap | 175.20K (1.13%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | Oberweis Micro-Cap Growth | 175.20K (1.13%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 172.76K (1.11%) | -74.98K Decreased by -43.40% | Jul 31, 25 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 172.31K (1.11%) | 169.00 Increased by +0.10% | Oct 31, 24 |
| 16 | First Eagle Small Cap Opportunity I | 170.58K (1.10%) | 4.09K Increased by +2.40% | Jul 31, 25 |
| 17 | Schwab Fundamental US Small Company ETF | 168.03K (1.08%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | First Eagle US Small Cap Strategy | 166.49K (1.07%) | 93.82K Increased by +56.35% | Jun 30, 25 |
| 19 | True Potential Pictet Balanced Acc | 165.61K (1.07%) | 165.61K Increased by +100.00% | Sep 30, 23 |
| 20 | BlackRock Global Equity Mkt Netrl Instl | 164.51K (1.06%) | 51.38K Increased by +31.23% | Dec 31, 24 |