| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 4.49M (17.82%) | -31.35K Decreased by -0.70% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 3.03M (12.02%) | -35.20K Decreased by -1.16% | Dec 31, 24 |
| 3 | BlackRock Inc | 2.94M (11.67%) | 36.46K Increased by +1.24% | Dec 31, 24 |
| 4 | Pacer Advisors, INC. | 1.28M (5.09%) | -491.51K Decreased by -38.34% | Dec 31, 24 |
| 5 | Thrivent Financial For Lutherans | 1.21M (4.79%) | 109.49K Increased by +9.07% | Dec 31, 24 |
| 6 | BTIM Corp | 1.19M (4.73%) | -91.11K Decreased by -7.64% | Mar 31, 25 |
| 7 | Dimensional Fund Advisors, Inc. | 1.17M (4.66%) | -3.75K Decreased by -0.32% | Dec 31, 24 |
| 8 | State Street Corporation | 1.04M (4.13%) | 10.66K Increased by +1.02% | Mar 31, 24 |
| 9 | State Street Corp | 1.03M (4.07%) | 21.96K Increased by +2.14% | Dec 31, 24 |
| 10 | American Century Companies Inc | 884.73K (3.51%) | 134.81K Increased by +15.24% | Dec 31, 24 |
| 11 | Badgley Phelps Wealth Managers, LLC | 768.83K (3.05%) | -31.82K Decreased by -4.14% | Mar 31, 25 |
| 12 | JPMorgan Chase & Co | 670.86K (2.66%) | -690.69K Decreased by -102.95% | Dec 31, 24 |
| 13 | Victory Capital Management Inc. | 644.77K (2.56%) | -768.05K Decreased by -119.12% | Jun 30, 24 |
| 14 | Geode Capital Management, LLC | 596.01K (2.36%) | -8.81K Decreased by -1.48% | Dec 31, 24 |
| 15 | Charles Schwab Investment Management Inc | 564.42K (2.24%) | 13.80K Increased by +2.44% | Dec 31, 24 |
| 16 | Amvescap Plc. | 530.60K (2.11%) | 107.16K Increased by +20.20% | Dec 31, 24 |
| 17 | Loomis, Sayles & Company LP | 511.28K (2.03%) | -15.24K Decreased by -2.98% | Dec 31, 24 |
| 18 | Fuller & Thaler Asset Management Inc | 489.63K (1.94%) | -1.83K Decreased by -0.37% | Dec 31, 24 |
| 19 | First Trust Advisors L.P. | 476.61K (1.89%) | 105.19K Increased by +22.07% | Dec 31, 23 |
| 20 | Bank of New York Mellon Corp | 418.53K (1.66%) | 43.65K Increased by +10.43% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Eaton Vance Atlanta Capital SMID-Cap I | 2.71M (10.76%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 2 | Pacer US Cash Cows 100 ETF | 1.28M (5.08%) | 1.89K Increased by +0.15% | Feb 28, 25 |
| 3 | Fuller & Thaler Behavrl Small-Cap Value | 1.27M (5.06%) | 54.73K Increased by +4.29% | Sep 30, 23 |
| 4 | iShares Core S&P Mid-Cap ETF | 1.04M (4.11%) | -4.22K Decreased by -0.41% | Apr 30, 25 |
| 5 | Vanguard US Total Market Shares ETF | 990.14K (3.93%) | -59.31K Decreased by -5.99% | Sep 30, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 989.46K (3.93%) | 3.66K Increased by +0.37% | Mar 31, 25 |
| 7 | Avantis US Small Cap Value ETF | 849.40K (3.37%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 8 | Vanguard Small Cap Index | 786.09K (3.12%) | -17.01K Decreased by -2.16% | Mar 31, 25 |
| 9 | JPM US Value Advantage-MA | 592.80K (2.35%) | 576.04K Increased by +97.17% | Sep 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 489.48K (1.94%) | 4.73K Increased by +0.97% | Mar 31, 25 |
| 11 | Victory Small Cap Value CIT (Net 75) | 475.00K (1.88%) | -555.00K Decreased by -116.84% | Jun 30, 24 |
| 12 | Victory Sycamore Small Company Opp R | 475.00K (1.88%) | -555.00K Decreased by -116.84% | Jun 30, 24 |
| 13 | Thrivent Small Cap Stock A | 374.21K (1.48%) | -102.40K Decreased by -27.36% | Jan 31, 25 |
| 14 | JPMorgan Value Advantage L | 357.10K (1.42%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 15 | Pacer US Small Cap Cash Cows 100 ETF | 350.63K (1.39%) | -592.00 Decreased by -0.17% | Apr 29, 25 |
| 16 | FullerThaler Behavioral Small-Cap Value | 342.21K (1.36%) | -101.92K Decreased by -29.78% | Mar 31, 25 |
| 17 | Undiscovered Managers Behavioral Val L | 331.12K (1.31%) | -7.94K Decreased by -2.40% | Mar 31, 25 |
| 18 | Invesco Global Multi Cap Growth | 318.53K (1.26%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | Invesco Global Opportunities A | 316.07K (1.25%) | -2.46K Decreased by -0.78% | Feb 28, 25 |
| 20 | Boston Trust Walden Small Cap | 298.75K (1.19%) | -1.78K Decreased by -0.60% | Mar 31, 25 |