| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.93M (18.73%) | -112.31K Decreased by -2.28% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 3.80M (14.47%) | 12.97K Increased by +0.34% | Sep 30, 24 |
| 3 | LSV Asset Management | 1.44M (5.49%) | 3.52K Increased by +0.24% | Sep 30, 24 |
| 4 | Fuller & Thaler Asset Management Inc | 1.29M (4.92%) | -123.44K Decreased by -9.54% | Sep 30, 24 |
| 5 | State Street Corp | 1.20M (4.57%) | 69.30K Increased by +5.77% | Sep 30, 24 |
| 6 | First Trust Advisors L.P. | 1.19M (4.52%) | -105.31K Decreased by -8.86% | Mar 31, 24 |
| 7 | State Street Corporation | 1.15M (4.39%) | -8.89K Decreased by -0.77% | Mar 31, 24 |
| 8 | BTIM Corp | 1.07M (4.05%) | 88.22K Increased by +8.28% | Dec 31, 24 |
| 9 | Dimensional Fund Advisors, Inc. | 970.00K (3.69%) | -19.80K Decreased by -2.04% | Sep 30, 24 |
| 10 | Geode Capital Management, LLC | 678.99K (2.58%) | 4.90K Increased by +0.72% | Sep 30, 24 |
| 11 | Bank of New York Mellon Corp | 673.52K (2.56%) | -5.55K Decreased by -0.82% | Dec 31, 24 |
| 12 | William Blair Investment Management, LLC | 669.61K (2.55%) | -19.97K Decreased by -2.98% | Sep 30, 24 |
| 13 | Morgan Stanley - Brokerage Accounts | 549.83K (2.09%) | -437.17K Decreased by -79.51% | Sep 30, 24 |
| 14 | Renaissance Technologies Corp | 511.03K (1.94%) | -184.40K Decreased by -36.08% | Mar 31, 24 |
| 15 | Palisade Capital Management LLc | 483.75K (1.84%) | -33.60K Decreased by -6.94% | Sep 30, 24 |
| 16 | Charles Schwab Investment Management Inc | 453.35K (1.72%) | 14.57K Increased by +3.21% | Dec 31, 24 |
| 17 | Bahl & Gaynor Inc. | 434.99K (1.65%) | -73.76K Decreased by -16.96% | Mar 31, 24 |
| 18 | Ashford Capital Management Inc | 398.10K (1.51%) | -13.80K Decreased by -3.47% | Sep 30, 23 |
| 19 | Millennium Management LLC | 389.99K (1.48%) | -222.76K Decreased by -57.12% | Sep 30, 24 |
| 20 | Fort Washington Investment Advisors Inc | 389.37K (1.48%) | 1.42K Increased by +0.36% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.79M (6.82%) | 4.31K Increased by +0.24% | Jan 31, 25 |
| 2 | FullerThaler Behavioral Sm-Cp Eq R6 | 1.22M (4.65%) | -124.23K Decreased by -10.16% | Sep 30, 24 |
| 3 | FullerThaler Behavioral Small-Cap Equity | 1.22M (4.65%) | -124.23K Decreased by -10.16% | Sep 30, 24 |
| 4 | First Trust Value Line® Dividend ETF | 1.13M (4.30%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 5 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 884.24K (3.36%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Fuller & Thaler Behavioral Small-Cap Eq | 884.24K (3.36%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Vanguard Total Stock Mkt Idx Inv | 884.11K (3.36%) | 1.22K Increased by +0.14% | Dec 31, 24 |
| 8 | iShares Russell 2000 ETF | 827.27K (3.15%) | -6.30K Decreased by -0.76% | Jan 31, 25 |
| 9 | Vanguard Small Cap Index | 703.77K (2.68%) | -4.45K Decreased by -0.63% | Dec 31, 24 |
| 10 | Vanguard Small Cap Value Index Inv | 467.25K (1.78%) | -10.00K Decreased by -2.14% | Dec 31, 24 |
| 11 | Boston Trust Walden Small Cap | 450.27K (1.71%) | 47.13K Increased by +10.47% | Dec 31, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 424.91K (1.62%) | 8.80K Increased by +2.07% | Dec 31, 24 |
| 13 | Fort Washington Small Company Equity | 389.37K (1.48%) | 1.42K Increased by +0.36% | Dec 31, 24 |
| 14 | Small Company Equity - FTWA | 387.95K (1.48%) | 66.08K Increased by +17.03% | Sep 30, 24 |
| 15 | FPA Queens Road Small Cap Value Inv | 363.21K (1.38%) | 58.83K Increased by +16.20% | Dec 31, 24 |
| 16 | Vanguard Strategic Equity Inv | 335.83K (1.28%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | Touchstone Small Company A | 324.97K (1.24%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | Fidelity® Small Cap Index | 304.12K (1.16%) | 7.79K Increased by +2.56% | Oct 31, 23 |
| 19 | Fidelity Small Cap Index | 298.55K (1.14%) | -2.03K Decreased by -0.68% | Nov 30, 24 |
| 20 | Palisade Small Cap Core Equity | 297.12K (1.13%) | 5.96K Increased by +2.01% | Dec 31, 24 |