| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 4.59M (18.03%) | 100.03K Increased by +2.18% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 3.01M (11.83%) | -18.74K Decreased by -0.62% | Mar 31, 25 |
| 3 | BlackRock Inc | 2.83M (11.11%) | -112.06K Decreased by -3.96% | Mar 31, 25 |
| 4 | Pacer Advisors, INC. | 1.28M (5.04%) | -491.51K Decreased by -38.34% | Dec 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 1.23M (4.84%) | 58.44K Increased by +4.74% | Mar 31, 25 |
| 6 | Thrivent Financial For Lutherans | 1.21M (4.74%) | 109.49K Increased by +9.07% | Dec 31, 24 |
| 7 | BTIM Corp | 1.19M (4.69%) | -91.11K Decreased by -7.64% | Mar 31, 25 |
| 8 | State Street Corporation | 1.04M (4.09%) | 10.66K Increased by +1.02% | Mar 31, 24 |
| 9 | State Street Corp | 1.00M (3.95%) | -21.50K Decreased by -2.14% | Mar 31, 25 |
| 10 | American Century Companies Inc | 997.01K (3.92%) | 112.28K Increased by +11.26% | Mar 31, 25 |
| 11 | Badgley Phelps Wealth Managers, LLC | 768.83K (3.02%) | -31.82K Decreased by -4.14% | Mar 31, 25 |
| 12 | Bank of America Corp | 700.38K (2.75%) | 391.92K Increased by +55.96% | Mar 31, 25 |
| 13 | Victory Capital Management Inc. | 644.77K (2.53%) | -768.05K Decreased by -119.12% | Jun 30, 24 |
| 14 | JPMorgan Chase & Co | 617.71K (2.43%) | -53.15K Decreased by -8.60% | Mar 31, 25 |
| 15 | Geode Capital Management, LLC | 603.61K (2.37%) | 7.59K Increased by +1.26% | Mar 31, 25 |
| 16 | Charles Schwab Investment Management Inc | 560.44K (2.20%) | -3.98K Decreased by -0.71% | Mar 31, 25 |
| 17 | Amvescap Plc. | 530.60K (2.08%) | 107.16K Increased by +20.20% | Dec 31, 24 |
| 18 | Jacobs Levy Equity Management, Inc. | 518.19K (2.04%) | 518.19K Increased by +100.00% | Mar 31, 25 |
| 19 | Loomis, Sayles & Company LP | 500.46K (1.97%) | -10.82K Decreased by -2.16% | Mar 31, 25 |
| 20 | First Trust Advisors L.P. | 476.61K (1.87%) | 105.19K Increased by +22.07% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Eaton Vance Atlanta Capital SMID-Cap I | 2.71M (10.66%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | Pacer US Cash Cows 100 ETF | 1.28M (5.02%) | 1.89K Increased by +0.15% | Feb 28, 25 |
| 3 | Fuller & Thaler Behavrl Small-Cap Value | 1.27M (5.01%) | 54.73K Increased by +4.29% | Sep 30, 23 |
| 4 | iShares Core S&P Mid-Cap ETF | 1.04M (4.07%) | -4.22K Decreased by -0.41% | Apr 30, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.00M (3.94%) | 12.83K Increased by +1.28% | Apr 30, 25 |
| 6 | Vanguard US Total Market Shares ETF | 990.14K (3.89%) | -59.31K Decreased by -5.99% | Sep 30, 24 |
| 7 | Avantis US Small Cap Value ETF | 849.40K (3.34%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 8 | Vanguard Small Cap Index | 789.61K (3.10%) | 3.53K Increased by +0.45% | Apr 30, 25 |
| 9 | JPM US Value Advantage-MA | 592.80K (2.33%) | 576.04K Increased by +97.17% | Sep 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 492.56K (1.93%) | 3.08K Increased by +0.63% | Apr 30, 25 |
| 11 | Victory Small Cap Value CIT (Net 75) | 475.00K (1.87%) | -555.00K Decreased by -116.84% | Jun 30, 24 |
| 12 | Victory Sycamore Small Company Opp R | 475.00K (1.87%) | -555.00K Decreased by -116.84% | Jun 30, 24 |
| 13 | Thrivent Small Cap Stock A | 374.21K (1.47%) | -102.40K Decreased by -27.36% | Jan 31, 25 |
| 14 | JPMorgan Value Advantage L | 357.10K (1.40%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 15 | Pacer US Small Cap Cash Cows 100 ETF | 349.29K (1.37%) | -1.33K Decreased by -0.38% | Apr 30, 25 |
| 16 | FullerThaler Behavioral Small-Cap Value | 342.21K (1.34%) | -101.92K Decreased by -29.78% | Mar 31, 25 |
| 17 | Undiscovered Managers Behavioral Val L | 331.12K (1.30%) | -7.94K Decreased by -2.40% | Mar 31, 25 |
| 18 | Invesco Global Multi Cap Growth | 318.53K (1.25%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | Invesco Global Opportunities A | 316.07K (1.24%) | -2.46K Decreased by -0.78% | Feb 28, 25 |
| 20 | Boston Trust Walden Small Cap | 294.56K (1.16%) | -4.19K Decreased by -1.42% | Apr 30, 25 |