| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.88M (18.82%) | -47.14K Decreased by -0.97% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 3.80M (14.65%) | -5.69K Decreased by -0.15% | Dec 31, 24 |
| 3 | LSV Asset Management | 1.38M (5.34%) | -61.20K Decreased by -4.42% | Dec 31, 24 |
| 4 | State Street Corp | 1.24M (4.79%) | 40.90K Increased by +3.29% | Dec 31, 24 |
| 5 | First Trust Advisors L.P. | 1.19M (4.58%) | -105.31K Decreased by -8.86% | Mar 31, 24 |
| 6 | State Street Corporation | 1.15M (4.45%) | -8.89K Decreased by -0.77% | Mar 31, 24 |
| 7 | Fuller & Thaler Asset Management Inc | 1.14M (4.40%) | -152.84K Decreased by -13.39% | Dec 31, 24 |
| 8 | BTIM Corp | 1.07M (4.11%) | 88.22K Increased by +8.28% | Dec 31, 24 |
| 9 | Dimensional Fund Advisors, Inc. | 955.73K (3.69%) | -14.27K Decreased by -1.49% | Dec 31, 24 |
| 10 | William Blair Investment Management, LLC | 685.75K (2.64%) | 16.14K Increased by +2.35% | Dec 31, 24 |
| 11 | Bank of New York Mellon Corp | 673.52K (2.60%) | -5.55K Decreased by -0.82% | Dec 31, 24 |
| 12 | Geode Capital Management, LLC | 672.27K (2.59%) | -6.73K Decreased by -1.00% | Dec 31, 24 |
| 13 | Wealthfront Advisers LLC | 632.12K (2.44%) | 632.12K Increased by +100.00% | Dec 31, 24 |
| 14 | Renaissance Technologies Corp | 511.03K (1.97%) | -184.40K Decreased by -36.08% | Mar 31, 24 |
| 15 | Palisade Capital Management LLc | 486.08K (1.87%) | 2.33K Increased by +0.48% | Dec 31, 24 |
| 16 | Charles Schwab Investment Management Inc | 453.35K (1.75%) | 14.57K Increased by +3.21% | Dec 31, 24 |
| 17 | Bahl & Gaynor Inc. | 434.99K (1.68%) | -73.76K Decreased by -16.96% | Mar 31, 24 |
| 18 | Millennium Management LLC | 414.49K (1.60%) | 24.50K Increased by +5.91% | Dec 31, 24 |
| 19 | Ashford Capital Management Inc | 398.10K (1.54%) | -13.80K Decreased by -3.47% | Sep 30, 23 |
| 20 | Goldman Sachs Group Inc | 393.15K (1.52%) | 19.21K Increased by +4.89% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.71M (6.58%) | 1.11K Increased by +0.07% | Mar 31, 25 |
| 2 | First Trust Value Line® Dividend ETF | 1.13M (4.36%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 3 | FullerThaler Behavioral Sm-Cp Eq R6 | 1.09M (4.19%) | -137.70K Decreased by -12.69% | Dec 31, 24 |
| 4 | FullerThaler Behavioral Small-Cap Equity | 1.09M (4.19%) | -137.70K Decreased by -12.69% | Dec 31, 24 |
| 5 | Vanguard US Total Market Shares ETF | 893.45K (3.45%) | 991.00 Increased by +0.11% | Sep 30, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 887.49K (3.42%) | 711.00 Increased by +0.08% | Feb 28, 25 |
| 7 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 884.24K (3.41%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Fuller & Thaler Behavioral Small-Cap Eq | 884.24K (3.41%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | iShares Russell 2000 ETF | 774.52K (2.99%) | -6.71K Decreased by -0.87% | Mar 31, 25 |
| 10 | Vanguard Small Cap Index | 705.58K (2.72%) | 567.00 Increased by +0.08% | Feb 28, 25 |
| 11 | Vanguard Small Cap Value Index Inv | 464.40K (1.79%) | -1.98K Decreased by -0.43% | Feb 28, 25 |
| 12 | Boston Trust Walden Small Cap | 449.00K (1.73%) | -1.80K Decreased by -0.40% | Feb 28, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 425.60K (1.64%) | 579.00 Increased by +0.14% | Feb 28, 25 |
| 14 | Fort Washington Small Company Equity | 389.37K (1.50%) | 1.42K Increased by +0.36% | Dec 31, 24 |
| 15 | Small Company Equity - FTWA | 389.37K (1.50%) | 1.42K Increased by +0.36% | Dec 31, 24 |
| 16 | FPA Queens Road Small Cap Value Inv | 363.21K (1.40%) | 58.83K Increased by +16.20% | Dec 31, 24 |
| 17 | Touchstone Small Company A | 324.97K (1.25%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | Fidelity® Small Cap Index | 304.12K (1.17%) | 7.79K Increased by +2.56% | Oct 31, 23 |
| 19 | Palisade Small Cap Core Equity | 297.12K (1.15%) | 5.96K Increased by +2.01% | Dec 31, 24 |
| 20 | Fidelity Small Cap Index | 290.67K (1.12%) | -5.44K Decreased by -1.87% | Jan 31, 25 |