| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 4.59M (16.11%) | 100.03K Increased by +2.18% | Mar 31, 25 |
| 2 | BlackRock Inc | 2.83M (9.93%) | -112.06K Decreased by -3.96% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 2.50M (8.78%) | -508.84K Decreased by -20.33% | Jun 30, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 1.64M (5.74%) | 402.35K Increased by +24.60% | Jun 30, 25 |
| 5 | BTIM Corp | 1.20M (4.21%) | 5.49K Increased by +0.46% | Jun 30, 25 |
| 6 | State Street Corporation | 1.04M (3.65%) | 10.66K Increased by +1.02% | Mar 31, 24 |
| 7 | State Street Corp | 1.00M (3.53%) | -21.50K Decreased by -2.14% | Mar 31, 25 |
| 8 | American Century Companies Inc | 972.53K (3.41%) | -24.49K Decreased by -2.52% | Jun 30, 25 |
| 9 | Badgley Phelps Wealth Managers, LLC | 768.83K (2.70%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | Bank of America Corp | 700.38K (2.46%) | 391.92K Increased by +55.96% | Mar 31, 25 |
| 11 | Victory Capital Management Inc. | 644.77K (2.26%) | -768.05K Decreased by -119.12% | Jun 30, 24 |
| 12 | Massachusetts Financial Services Company | 642.17K (2.25%) | 442.68K Increased by +68.93% | Jun 30, 25 |
| 13 | JPMorgan Chase & Co | 617.71K (2.17%) | -53.15K Decreased by -8.60% | Mar 31, 25 |
| 14 | Geode Capital Management, LLC | 603.61K (2.12%) | 7.59K Increased by +1.26% | Mar 31, 25 |
| 15 | D. E. Shaw & Co LP | 568.02K (1.99%) | 154.97K Increased by +27.28% | Jun 30, 25 |
| 16 | Amvescap Plc. | 530.60K (1.86%) | 107.16K Increased by +20.20% | Dec 31, 24 |
| 17 | Charles Schwab Investment Management Inc | 527.61K (1.85%) | -32.83K Decreased by -6.22% | Jun 30, 25 |
| 18 | Thrivent Financial For Lutherans | 521.28K (1.83%) | -686.33K Decreased by -131.66% | Mar 31, 25 |
| 19 | Jacobs Levy Equity Management, Inc. | 518.19K (1.82%) | 518.19K Increased by +100.00% | Mar 31, 25 |
| 20 | Loomis, Sayles & Company LP | 500.46K (1.76%) | -10.82K Decreased by -2.16% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Eaton Vance Atlanta Capital SMID-Cap I | 2.27M (7.98%) | -439.78K Decreased by -19.35% | Jun 30, 25 |
| 2 | Pacer US Cash Cows 100 ETF | 1.28M (4.49%) | 1.89K Increased by +0.15% | Feb 28, 25 |
| 3 | Fuller & Thaler Behavrl Small-Cap Value | 1.27M (4.47%) | 54.73K Increased by +4.29% | Sep 30, 23 |
| 4 | iShares Core S&P Mid-Cap ETF | 999.15K (3.51%) | -1.81K Decreased by -0.18% | Jul 31, 25 |
| 5 | Vanguard US Total Market Shares ETF | 990.14K (3.47%) | -59.31K Decreased by -5.99% | Sep 30, 24 |
| 6 | Avantis US Small Cap Value ETF | 874.88K (3.07%) | 224.00 Increased by +0.03% | Jul 31, 25 |
| 7 | Vanguard Total Stock Mkt Idx Inv | 796.07K (2.79%) | -207.02K Decreased by -26.01% | Jun 30, 25 |
| 8 | Vanguard Small Cap Index | 601.56K (2.11%) | -191.00K Decreased by -31.75% | Jun 30, 25 |
| 9 | JPM US Value Advantage-MA | 592.80K (2.08%) | 576.04K Increased by +97.17% | Sep 30, 23 |
| 10 | Victory Small Cap Value CIT (Net 75) | 475.00K (1.67%) | -555.00K Decreased by -116.84% | Jun 30, 24 |
| 11 | Victory Sycamore Small Company Opp R | 475.00K (1.67%) | -555.00K Decreased by -116.84% | Jun 30, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 474.01K (1.66%) | -21.91K Decreased by -4.62% | Jun 30, 25 |
| 13 | Vanguard Small Cap Value Index Inv | 384.07K (1.35%) | 129.22K Increased by +33.64% | Jun 30, 25 |
| 14 | Thrivent Small Cap Stock A | 374.21K (1.31%) | -102.40K Decreased by -27.36% | Jan 31, 25 |
| 15 | JPMorgan Value Advantage L | 357.10K (1.25%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 16 | FullerThaler Behavioral Small-Cap Value | 340.17K (1.19%) | -110.00 Decreased by -0.03% | Jun 30, 25 |
| 17 | Undiscovered Managers Behavioral Val L | 331.12K (1.16%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Invesco Global Multi Cap Growth | 318.53K (1.12%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | Invesco Global Opportunities A | 316.07K (1.11%) | -2.46K Decreased by -0.78% | Feb 28, 25 |
| 20 | Delaware Small Cap Value A | 288.00K (1.01%) | 0.00 Increased by 0.00% | Oct 31, 24 |