| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 18.80M (16.35%) | -620.79K Decreased by -3.30% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 8.77M (7.62%) | 270.25K Increased by +3.08% | Jun 30, 25 |
| 3 | State Street Corporation | 8.15M (7.09%) | 1.37M Increased by +16.75% | Mar 31, 24 |
| 4 | State Street Corp | 5.53M (4.81%) | -266.12K Decreased by -4.81% | Mar 31, 25 |
| 5 | Deerfield Management Co | 3.42M (2.98%) | 289.14K Increased by +8.45% | Mar 31, 25 |
| 6 | Renaissance Technologies Corp | 2.96M (2.57%) | 250.20K Increased by +8.46% | Mar 31, 25 |
| 7 | Pacer Advisors, INC. | 2.96M (2.57%) | 151.50K Increased by +5.13% | Dec 31, 24 |
| 8 | Geode Capital Management, LLC | 2.77M (2.40%) | 100.08K Increased by +3.62% | Mar 31, 25 |
| 9 | Fundsmith LLP | 2.71M (2.36%) | 557.81K Increased by +20.59% | Jun 30, 25 |
| 10 | Goldman Sachs Group Inc | 2.41M (2.10%) | -723.81K Decreased by -30.01% | Jun 30, 25 |
| 11 | Morgan Stanley - Brokerage Accounts | 2.39M (2.08%) | 306.50K Increased by +12.80% | Mar 31, 25 |
| 12 | First Trust Advisors L.P. | 2.23M (1.94%) | -195.14K Decreased by -8.74% | Dec 31, 24 |
| 13 | HHG PLC | 2.18M (1.89%) | -550.75K Decreased by -25.31% | Jun 30, 24 |
| 14 | Dimensional Fund Advisors, Inc. | 1.91M (1.66%) | -279.90K Decreased by -14.67% | Jun 30, 25 |
| 15 | Bank of America Corp | 1.81M (1.57%) | 242.68K Increased by +13.40% | Mar 31, 25 |
| 16 | American Century Companies Inc | 1.76M (1.53%) | 1.23M Increased by +70.05% | Jun 30, 25 |
| 17 | Royce & Associates, LP | 1.58M (1.38%) | -15.50K Decreased by -0.98% | Jun 30, 25 |
| 18 | Northern Trust Corp | 1.49M (1.29%) | -17.37K Decreased by -1.17% | Mar 31, 25 |
| 19 | Charles Schwab Investment Management Inc | 1.44M (1.25%) | 109.34K Increased by +7.61% | Jun 30, 25 |
| 20 | Nuveen Asset Management, LLC | 1.30M (1.13%) | 165.25K Increased by +12.67% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 6.85M (5.95%) | 1.02K Increased by +0.01% | Jul 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 3.63M (3.16%) | -77.47K Decreased by -2.13% | Jul 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 3.55M (3.09%) | 3.78K Increased by +0.11% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 2.72M (2.37%) | -51.77K Decreased by -1.90% | Jul 31, 25 |
| 5 | Smithson Investment Trust Ord | 2.71M (2.36%) | 2.71M Increased by +100.00% | Apr 30, 25 |
| 6 | First Trust NYSE Arca Biotech ETF | 1.89M (1.65%) | 0.00 Increased by 0.00% | Dec 30, 24 |
| 7 | Avantis US Small Cap Value ETF | 1.58M (1.37%) | 4.92K Increased by +0.31% | Jul 31, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.23M (1.07%) | -534.49K Decreased by -43.43% | Jul 31, 25 |
| 9 | SPDR® S&P Biotech ETF | 1.17M (1.01%) | 34.91K Increased by +2.99% | Jul 31, 25 |
| 10 | Fidelity Small Cap Index | 1.15M (1.00%) | 2.62K Increased by +0.23% | May 31, 25 |
| 11 | iShares Russell 2000 Growth ETF | 1.01M (0.88%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 12 | iShares S&P Small-Cap 600 Growth ETF | 1.00M (0.87%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 13 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 992.55K (0.86%) | 552.00 Increased by +0.06% | Jul 31, 25 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 985.59K (0.86%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 15 | Fidelity® Small Cap Index | 969.78K (0.84%) | 25.75K Increased by +2.66% | Oct 31, 23 |
| 16 | Vanguard Tax-Managed Small Cap Adm | 746.25K (0.65%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 17 | T. Rowe Price Integrated US SmCapGrEq | 692.89K (0.60%) | -1.11M Decreased by -159.66% | Mar 31, 25 |
| 18 | State St Russell Sm/Mid Cp® Indx SL Cl I | 656.60K (0.57%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | State St Russell Sm/Mid Cp® Indx NL Cl C | 640.70K (0.56%) | 3.08K Increased by +0.48% | Apr 30, 25 |
| 20 | AZ InvestEd Ivy Small Cap Growth E | 634.57K (0.55%) | 0.00 Increased by 0.00% | Jun 30, 25 |