| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.39M (21.46%) | -189.81K Decreased by -7.93% | Mar 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 1.68M (15.05%) | -127.78K Decreased by -7.61% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 1.13M (10.12%) | 10.23K Increased by +0.91% | Mar 31, 25 |
| 4 | State Street Corp | 506.13K (4.54%) | -9.77K Decreased by -1.93% | Mar 31, 25 |
| 5 | State Street Corporation | 467.63K (4.19%) | -5.33K Decreased by -1.14% | Mar 31, 24 |
| 6 | Geode Capital Management, LLC | 373.60K (3.35%) | 19.14K Increased by +5.12% | Mar 31, 25 |
| 7 | Mawer Investment Management Ltd | 359.66K (3.23%) | -491.55K Decreased by -136.67% | Jun 30, 24 |
| 8 | American Century Companies Inc | 320.92K (2.88%) | 23.08K Increased by +7.19% | Mar 31, 25 |
| 9 | Charles Schwab Investment Management Inc | 252.87K (2.27%) | 1.15K Increased by +0.45% | Mar 31, 25 |
| 10 | Northern Trust Corp | 249.80K (2.24%) | -9.85K Decreased by -3.94% | Mar 31, 25 |
| 11 | Amvescap Plc. | 175.34K (1.57%) | -93.11K Decreased by -53.10% | Mar 31, 25 |
| 12 | JPMorgan Chase & Co | 167.22K (1.50%) | 116.99K Increased by +69.97% | Mar 31, 25 |
| 13 | UBS Group AG | 160.10K (1.44%) | 60.36K Increased by +37.70% | Mar 31, 25 |
| 14 | Pacer Advisors, INC. | 156.48K (1.40%) | -548.84K Decreased by -350.75% | Mar 31, 25 |
| 15 | Morgan Stanley - Brokerage Accounts | 138.69K (1.24%) | -6.07K Decreased by -4.37% | Mar 31, 25 |
| 16 | Citadel Advisors Llc | 138.66K (1.24%) | 93.64K Increased by +67.54% | Sep 30, 24 |
| 17 | GAMMA Investing LLC | 135.26K (1.21%) | 134.76K Increased by +99.63% | Mar 31, 25 |
| 18 | Brown Advisory Holdings Inc | 133.60K (1.20%) | -4.61K Decreased by -3.45% | Mar 31, 25 |
| 19 | Goldman Sachs Group Inc | 125.93K (1.13%) | 29.32K Increased by +23.28% | Dec 31, 24 |
| 20 | AQR Capital Management LLC | 124.26K (1.11%) | 25.46K Increased by +20.49% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 711.91K (6.38%) | 882.00 Increased by +0.12% | Jun 30, 25 |
| 2 | Mawer Global Small Cap A | 554.52K (4.97%) | -179.44K Decreased by -32.36% | May 31, 24 |
| 3 | DFA US Small Cap Value I | 384.48K (3.45%) | -37.67K Decreased by -9.80% | May 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 377.84K (3.39%) | 6.60K Increased by +1.75% | May 31, 25 |
| 5 | Vanguard US Total Market Shares ETF | 357.69K (3.21%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Vanguard Information Technology ETF | 305.57K (2.74%) | -6.34K Decreased by -2.08% | May 31, 25 |
| 7 | iShares Russell 2000 ETF | 296.87K (2.66%) | 2.05K Increased by +0.69% | Jun 30, 25 |
| 8 | Avantis US Small Cap Value ETF | 233.37K (2.09%) | 0.00 Increased by 0.00% | Jun 28, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 195.04K (1.75%) | 1.36K Increased by +0.70% | May 31, 25 |
| 10 | DFA US Targeted Value I | 189.72K (1.70%) | 0.00 Increased by 0.00% | May 31, 25 |
| 11 | BlackRock Advantage Small Cap Core Instl | 178.05K (1.60%) | -1.85K Decreased by -1.04% | Jun 30, 25 |
| 12 | Dimensional US Targeted Value ETF | 177.27K (1.59%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | DFA US Micro Cap I | 152.87K (1.37%) | 0.00 Increased by 0.00% | May 31, 25 |
| 14 | Pacer US Small Cap Cash Cows 100 ETF | 128.94K (1.16%) | -513.00 Decreased by -0.40% | May 30, 25 |
| 15 | Brown Advisory Small-Cap Fdmtl Val Inv | 124.80K (1.12%) | -3.62K Decreased by -2.90% | Jun 30, 25 |
| 16 | DFA US Small Cap I | 119.22K (1.07%) | 0.00 Increased by 0.00% | May 31, 25 |
| 17 | Fidelity Small Cap Index | 116.83K (1.05%) | 922.00 Increased by +0.79% | Apr 30, 25 |
| 18 | iShares S&P Small-Cap 600 Value ETF | 113.11K (1.01%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | Fidelity® Small Cap Index | 110.84K (0.99%) | 3.63K Increased by +3.28% | Oct 31, 23 |
| 20 | Schwab Fundamental U.S. Small CompanyETF | 106.85K (0.96%) | -54.00 Decreased by -0.05% | Jun 28, 25 |