| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.50M (17.43%) | -375.48K Decreased by -8.34% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 3.96M (15.33%) | 187.04K Increased by +4.72% | Jun 30, 25 |
| 3 | Fuller & Thaler Asset Management Inc | 1.42M (5.51%) | 64.97K Increased by +4.57% | Jun 30, 25 |
| 4 | LSV Asset Management | 1.40M (5.40%) | -69.90K Decreased by -5.01% | Jun 30, 25 |
| 5 | State Street Corp | 1.22M (4.71%) | -26.60K Decreased by -2.19% | Mar 31, 25 |
| 6 | First Trust Advisors L.P. | 1.19M (4.60%) | -105.31K Decreased by -8.86% | Mar 31, 24 |
| 7 | State Street Corporation | 1.15M (4.47%) | -8.89K Decreased by -0.77% | Mar 31, 24 |
| 8 | BTIM Corp | 976.20K (3.78%) | -21.10K Decreased by -2.16% | Jun 30, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 786.71K (3.05%) | -63.73K Decreased by -8.10% | Jun 30, 25 |
| 10 | Geode Capital Management, LLC | 698.13K (2.70%) | 25.87K Increased by +3.71% | Mar 31, 25 |
| 11 | Wealthfront Advisers LLC | 632.12K (2.45%) | 632.12K Increased by +100.00% | Dec 31, 24 |
| 12 | Renaissance Technologies Corp | 511.03K (1.98%) | -184.40K Decreased by -36.08% | Mar 31, 24 |
| 13 | Goldman Sachs Group Inc | 496.91K (1.92%) | 88.01K Increased by +17.71% | Jun 30, 25 |
| 14 | William Blair Investment Management, LLC | 486.66K (1.88%) | -39.73K Decreased by -8.16% | Jun 30, 25 |
| 15 | Bank of New York Mellon Corp | 470.75K (1.82%) | -202.77K Decreased by -43.07% | Mar 31, 25 |
| 16 | Palisade Capital Management LLc | 466.84K (1.81%) | -19.24K Decreased by -4.12% | Mar 31, 25 |
| 17 | Bahl & Gaynor Inc. | 434.99K (1.68%) | -73.76K Decreased by -16.96% | Mar 31, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 423.63K (1.64%) | 33.55K Increased by +7.92% | Mar 31, 25 |
| 19 | Acadian Asset Management LLC | 420.89K (1.63%) | 406.21K Increased by +96.51% | Mar 31, 25 |
| 20 | Charles Schwab Investment Management Inc | 418.30K (1.62%) | -31.14K Decreased by -7.45% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.65M (6.40%) | 256.00 Increased by +0.02% | Jul 31, 25 |
| 2 | FullerThaler Behavioral Sm-Cp Eq R6 | 1.29M (5.00%) | 207.05K Increased by +16.02% | Mar 31, 25 |
| 3 | FullerThaler Behavioral Small-Cap Equity | 1.29M (5.00%) | 207.05K Increased by +16.02% | Mar 31, 25 |
| 4 | First Trust Value Line® Dividend ETF | 1.13M (4.38%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 5 | Vanguard US Total Market Shares ETF | 893.45K (3.46%) | 991.00 Increased by +0.11% | Sep 30, 24 |
| 6 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 884.24K (3.42%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Fuller & Thaler Behavioral Small-Cap Eq | 884.24K (3.42%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 880.40K (3.41%) | -18.70K Decreased by -2.12% | Jul 31, 25 |
| 9 | iShares Russell 2000 ETF | 670.94K (2.60%) | -12.71K Decreased by -1.89% | Jul 31, 25 |
| 10 | Vanguard Small Cap Index | 667.61K (2.58%) | -4.60K Decreased by -0.69% | Jul 31, 25 |
| 11 | Vanguard Small Cap Value Index Inv | 430.38K (1.67%) | 1.19K Increased by +0.28% | Jul 31, 25 |
| 12 | FPA Queens Road Small Cap Value Inv | 376.11K (1.46%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Boston Trust Walden Small Cap | 359.40K (1.39%) | -41.62K Decreased by -11.58% | Jul 31, 25 |
| 14 | Small Company Equity - FTWA | 304.49K (1.18%) | -84.88K Decreased by -27.88% | Mar 31, 25 |
| 15 | Fidelity® Small Cap Index | 304.12K (1.18%) | 7.79K Increased by +2.56% | Oct 31, 23 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 296.28K (1.15%) | -127.52K Decreased by -43.04% | Jul 31, 25 |
| 17 | Fidelity Small Cap Index | 292.56K (1.13%) | 1.43K Increased by +0.49% | May 31, 25 |
| 18 | Fort Washington Small Company Equity | 292.53K (1.13%) | -11.96K Decreased by -4.09% | Jun 30, 25 |
| 19 | Vanguard Strategic Equity Inv | 282.70K (1.09%) | 48.95K Increased by +17.31% | Jun 30, 25 |
| 20 | Palisade Small Cap Core Equity | 269.50K (1.04%) | -11.99K Decreased by -4.45% | Jun 30, 25 |