| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.87M (14.64%) | -91.70K Decreased by -2.37% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 2.12M (8.05%) | 20.20K Increased by +0.95% | Dec 31, 24 |
| 3 | State Street Corp | 1.46M (5.51%) | 227.78K Increased by +15.65% | Dec 31, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 1.32M (4.99%) | -80.03K Decreased by -6.08% | Dec 31, 24 |
| 5 | State Street Corporation | 1.28M (4.83%) | -64.28K Decreased by -5.04% | Mar 31, 24 |
| 6 | Charles Schwab Investment Management Inc | 998.84K (3.78%) | -8.17K Decreased by -0.82% | Dec 31, 24 |
| 7 | LSV Asset Management | 667.53K (2.53%) | -54.60K Decreased by -8.18% | Dec 31, 24 |
| 8 | American Century Companies Inc | 659.48K (2.50%) | 77.03K Increased by +11.68% | Dec 31, 24 |
| 9 | Geode Capital Management, LLC | 644.39K (2.44%) | 4.02K Increased by +0.62% | Dec 31, 24 |
| 10 | Renaissance Technologies Corp | 637.05K (2.41%) | 66.05K Increased by +10.37% | Dec 31, 24 |
| 11 | JPMorgan Chase & Co | 589.61K (2.23%) | -273.39K Decreased by -46.37% | Dec 31, 24 |
| 12 | Philadelphia Financial Mgmt Of San Franc | 582.75K (2.21%) | 582.75K Increased by +100.00% | Jun 30, 24 |
| 13 | Amvescap Plc. | 579.29K (2.19%) | 167.23K Increased by +28.87% | Sep 30, 24 |
| 14 | Allianz Asset Management AG | 529.42K (2.01%) | 341.22K Increased by +64.45% | Dec 31, 24 |
| 15 | Basswood Capital Management LLC | 527.79K (2.00%) | 4.07K Increased by +0.77% | Dec 31, 24 |
| 16 | Goldman Sachs Group Inc | 495.76K (1.88%) | 176.82K Increased by +35.67% | Dec 31, 24 |
| 17 | Morgan Stanley - Brokerage Accounts | 493.27K (1.87%) | -25.64K Decreased by -5.20% | Dec 31, 24 |
| 18 | Ameriprise Financial Inc | 483.66K (1.83%) | -108.74K Decreased by -22.48% | Dec 31, 24 |
| 19 | Acadian Asset Management LLC | 462.93K (1.75%) | 362.23K Increased by +78.25% | Mar 31, 24 |
| 20 | Bank of New York Mellon Corp | 456.57K (1.73%) | -231.43K Decreased by -50.69% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.68M (6.35%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 818.85K (3.10%) | 7.61K Increased by +0.93% | Mar 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 803.25K (3.04%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Schwab US Dividend Equity ETF™ | 750.89K (2.84%) | 560.00 Increased by +0.07% | Mar 29, 25 |
| 5 | Avantis US Small Cap Value ETF | 586.57K (2.22%) | 320.00 Increased by +0.05% | Mar 29, 25 |
| 6 | iShares Russell 2000 ETF | 566.37K (2.15%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 419.14K (1.59%) | 12.15K Increased by +2.90% | Mar 31, 25 |
| 8 | ProShares Russell 2000 Dividend Growers | 337.47K (1.28%) | -978.00 Decreased by -0.29% | Jun 28, 24 |
| 9 | Kennedy Extended Small Cap | 304.14K (1.15%) | -19.66K Decreased by -6.46% | Dec 31, 24 |
| 10 | Invesco S&P SmallCap Value with Momt ETF | 295.12K (1.12%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 277.02K (1.05%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 12 | Fidelity Small Cap Index | 267.18K (1.01%) | -5.00K Decreased by -1.87% | Jan 31, 25 |
| 13 | Fidelity® Small Cap Index | 261.72K (0.99%) | 7.65K Increased by +2.92% | Oct 31, 23 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 246.65K (0.93%) | 245.00 Increased by +0.10% | Mar 28, 24 |
| 15 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 237.39K (0.90%) | 352.00 Increased by +0.15% | Mar 31, 25 |
| 16 | iShares Russell 2000 Value ETF | 237.12K (0.90%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | SPDR® S&P Regional Banking ETF | 228.71K (0.87%) | 1.14K Increased by +0.50% | Mar 31, 25 |
| 18 | DFA US Targeted Value I | 191.39K (0.73%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 19 | SPDR® S&P 600 Small Cap Value ETF | 190.41K (0.72%) | 386.00 Increased by +0.20% | Mar 31, 24 |
| 20 | JHancock Regional Bank A | 187.31K (0.71%) | 0.00 Increased by 0.00% | Feb 28, 25 |