| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.96M (16.58%) | -31.68K Decreased by -0.80% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 2.11M (8.84%) | 13.93K Increased by +0.66% | Jun 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.31M (5.47%) | -4.30K Decreased by -0.33% | Jun 30, 25 |
| 4 | State Street Corporation | 1.28M (5.34%) | -64.28K Decreased by -5.04% | Mar 31, 24 |
| 5 | State Street Corp | 1.21M (5.08%) | -66.77K Decreased by -5.50% | Jun 30, 25 |
| 6 | HoldCo Asset Management, L.P. | 1.10M (4.59%) | 1.03M Increased by +93.84% | Jun 30, 25 |
| 7 | Charles Schwab Investment Management Inc | 1.02M (4.27%) | 14.85K Increased by +1.46% | Jun 30, 25 |
| 8 | Basswood Capital Management LLC | 885.75K (3.71%) | 88.03K Increased by +9.94% | Jun 30, 25 |
| 9 | American Century Companies Inc | 745.54K (3.12%) | 36.61K Increased by +4.91% | Jun 30, 25 |
| 10 | LSV Asset Management | 725.13K (3.03%) | -9.70K Decreased by -1.34% | Jun 30, 25 |
| 11 | Geode Capital Management, LLC | 693.45K (2.90%) | 17.66K Increased by +2.55% | Jun 30, 25 |
| 12 | Renaissance Technologies Corp | 592.25K (2.48%) | -22.80K Decreased by -3.85% | Jun 30, 25 |
| 13 | JPMorgan Chase & Co | 589.61K (2.47%) | -273.39K Decreased by -46.37% | Dec 31, 24 |
| 14 | Philadelphia Financial Mgmt Of San Franc | 582.75K (2.44%) | 582.75K Increased by +100.00% | Jun 30, 24 |
| 15 | Amvescap Plc. | 579.29K (2.42%) | 167.23K Increased by +28.87% | Sep 30, 24 |
| 16 | Ameriprise Financial Inc | 502.21K (2.10%) | 1.45K Increased by +0.29% | Jun 30, 25 |
| 17 | Acadian Asset Management LLC | 477.04K (2.00%) | 420.78K Increased by +88.21% | Mar 31, 25 |
| 18 | Bank of New York Mellon Corp | 456.57K (1.91%) | -231.43K Decreased by -50.69% | Sep 30, 23 |
| 19 | Assenagon Asset Management SA | 456.13K (1.91%) | 268.72K Increased by +58.91% | Sep 30, 24 |
| 20 | Allianz Asset Management AG | 434.93K (1.82%) | -129.03K Decreased by -29.67% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.61M (6.74%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 807.48K (3.38%) | -17.91K Decreased by -2.22% | Jul 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 803.25K (3.36%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Schwab US Dividend Equity ETF™ | 760.91K (3.18%) | 154.00 Increased by +0.02% | Aug 30, 25 |
| 5 | Avantis US Small Cap Value ETF | 641.16K (2.68%) | 1.18K Increased by +0.18% | Aug 30, 25 |
| 6 | iShares Russell 2000 ETF | 566.37K (2.37%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 7 | ProShares Russell 2000 Dividend Growers | 337.47K (1.41%) | -978.00 Decreased by -0.29% | Jun 28, 24 |
| 8 | Kennedy Extended Small Cap | 304.14K (1.27%) | -19.66K Decreased by -6.46% | Dec 31, 24 |
| 9 | Invesco S&P SmallCap Value with Momt ETF | 295.12K (1.24%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 293.20K (1.23%) | -131.98K Decreased by -45.01% | Jul 31, 25 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 277.02K (1.16%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 12 | Fidelity Small Cap Index | 268.00K (1.12%) | -4.60K Decreased by -1.72% | Jun 30, 25 |
| 13 | Fidelity® Small Cap Index | 261.72K (1.10%) | 7.65K Increased by +2.92% | Oct 31, 23 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 246.65K (1.03%) | 245.00 Increased by +0.10% | Mar 28, 24 |
| 15 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 235.75K (0.99%) | 2.84K Increased by +1.20% | Aug 29, 25 |
| 16 | iShares Russell 2000 Value ETF | 234.83K (0.98%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 17 | SPDR® S&P Regional Banking ETF | 192.59K (0.81%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 18 | DFA US Targeted Value I | 191.39K (0.80%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | SPDR® S&P 600 Small Cap Value ETF | 190.41K (0.80%) | 386.00 Increased by +0.20% | Mar 31, 24 |
| 20 | Fidelity Enhanced Small Cap ETF | 185.32K (0.78%) | 0.00 Increased by 0.00% | Aug 29, 25 |