| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.88M (18.71%) | -47.14K Decreased by -0.97% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 3.80M (14.57%) | -5.69K Decreased by -0.15% | Dec 31, 24 |
| 3 | LSV Asset Management | 1.38M (5.31%) | -61.20K Decreased by -4.42% | Dec 31, 24 |
| 4 | State Street Corp | 1.24M (4.76%) | 40.90K Increased by +3.29% | Dec 31, 24 |
| 5 | First Trust Advisors L.P. | 1.19M (4.56%) | -105.31K Decreased by -8.86% | Mar 31, 24 |
| 6 | State Street Corporation | 1.15M (4.43%) | -8.89K Decreased by -0.77% | Mar 31, 24 |
| 7 | Fuller & Thaler Asset Management Inc | 1.14M (4.38%) | -152.84K Decreased by -13.39% | Dec 31, 24 |
| 8 | BTIM Corp | 997.30K (3.83%) | -68.18K Decreased by -6.84% | Mar 31, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 955.73K (3.67%) | -14.27K Decreased by -1.49% | Dec 31, 24 |
| 10 | William Blair Investment Management, LLC | 685.75K (2.63%) | 16.14K Increased by +2.35% | Dec 31, 24 |
| 11 | Bank of New York Mellon Corp | 673.52K (2.58%) | -5.55K Decreased by -0.82% | Dec 31, 24 |
| 12 | Geode Capital Management, LLC | 672.27K (2.58%) | -6.73K Decreased by -1.00% | Dec 31, 24 |
| 13 | Wealthfront Advisers LLC | 632.12K (2.42%) | 632.12K Increased by +100.00% | Dec 31, 24 |
| 14 | Renaissance Technologies Corp | 511.03K (1.96%) | -184.40K Decreased by -36.08% | Mar 31, 24 |
| 15 | Palisade Capital Management LLc | 466.84K (1.79%) | -19.24K Decreased by -4.12% | Mar 31, 25 |
| 16 | Charles Schwab Investment Management Inc | 453.35K (1.74%) | 14.57K Increased by +3.21% | Dec 31, 24 |
| 17 | Bahl & Gaynor Inc. | 434.99K (1.67%) | -73.76K Decreased by -16.96% | Mar 31, 24 |
| 18 | Millennium Management LLC | 414.49K (1.59%) | 24.50K Increased by +5.91% | Dec 31, 24 |
| 19 | Ashford Capital Management Inc | 398.10K (1.53%) | -13.80K Decreased by -3.47% | Sep 30, 23 |
| 20 | Goldman Sachs Group Inc | 393.15K (1.51%) | 19.21K Increased by +4.89% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.67M (6.42%) | -1.58K Decreased by -0.09% | Apr 30, 25 |
| 2 | First Trust Value Line® Dividend ETF | 1.13M (4.34%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 3 | FullerThaler Behavioral Sm-Cp Eq R6 | 1.09M (4.16%) | -137.70K Decreased by -12.69% | Dec 31, 24 |
| 4 | FullerThaler Behavioral Small-Cap Equity | 1.09M (4.16%) | -137.70K Decreased by -12.69% | Dec 31, 24 |
| 5 | Vanguard US Total Market Shares ETF | 893.45K (3.43%) | 991.00 Increased by +0.11% | Sep 30, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 891.09K (3.42%) | 3.60K Increased by +0.40% | Mar 31, 25 |
| 7 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 884.24K (3.39%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Fuller & Thaler Behavioral Small-Cap Eq | 884.24K (3.39%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | iShares Russell 2000 ETF | 722.31K (2.77%) | -5.86K Decreased by -0.81% | Apr 29, 25 |
| 10 | Vanguard Small Cap Index | 682.95K (2.62%) | -22.63K Decreased by -3.31% | Mar 31, 25 |
| 11 | Vanguard Small Cap Value Index Inv | 443.23K (1.70%) | -21.17K Decreased by -4.78% | Mar 31, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 417.54K (1.60%) | -8.06K Decreased by -1.93% | Mar 31, 25 |
| 13 | Boston Trust Walden Small Cap | 410.12K (1.57%) | -38.88K Decreased by -9.48% | Mar 31, 25 |
| 14 | Small Company Equity - FTWA | 389.37K (1.49%) | 1.42K Increased by +0.36% | Dec 31, 24 |
| 15 | FPA Queens Road Small Cap Value Inv | 376.11K (1.44%) | 12.90K Increased by +3.43% | Mar 31, 25 |
| 16 | Fort Washington Small Company Equity | 304.49K (1.17%) | -84.88K Decreased by -27.88% | Mar 31, 25 |
| 17 | Fidelity® Small Cap Index | 304.12K (1.17%) | 7.79K Increased by +2.56% | Oct 31, 23 |
| 18 | Fidelity Small Cap Index | 293.76K (1.13%) | 3.09K Increased by +1.05% | Feb 28, 25 |
| 19 | Palisade Small Cap Core Equity | 281.49K (1.08%) | -15.63K Decreased by -5.55% | Mar 31, 25 |
| 20 | First Trust SMID Cp Rising Div Achv ETF | 262.00K (1.01%) | 228.00 Increased by +0.09% | Apr 30, 25 |