| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.50M (17.29%) | -375.48K Decreased by -8.34% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 3.77M (14.49%) | -23.53K Decreased by -0.62% | Mar 31, 25 |
| 3 | LSV Asset Management | 1.47M (5.63%) | 82.34K Increased by +5.62% | Mar 31, 25 |
| 4 | Fuller & Thaler Asset Management Inc | 1.36M (5.21%) | 216.13K Increased by +15.92% | Mar 31, 25 |
| 5 | State Street Corp | 1.22M (4.67%) | -26.60K Decreased by -2.19% | Mar 31, 25 |
| 6 | First Trust Advisors L.P. | 1.19M (4.56%) | -105.31K Decreased by -8.86% | Mar 31, 24 |
| 7 | State Street Corporation | 1.15M (4.43%) | -8.89K Decreased by -0.77% | Mar 31, 24 |
| 8 | BTIM Corp | 997.30K (3.83%) | -68.18K Decreased by -6.84% | Mar 31, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 850.44K (3.27%) | -105.29K Decreased by -12.38% | Mar 31, 25 |
| 10 | Geode Capital Management, LLC | 698.13K (2.68%) | 25.87K Increased by +3.71% | Mar 31, 25 |
| 11 | Wealthfront Advisers LLC | 632.12K (2.43%) | 632.12K Increased by +100.00% | Dec 31, 24 |
| 12 | William Blair Investment Management, LLC | 526.39K (2.02%) | -159.36K Decreased by -30.27% | Mar 31, 25 |
| 13 | Renaissance Technologies Corp | 511.03K (1.96%) | -184.40K Decreased by -36.08% | Mar 31, 24 |
| 14 | Bank of New York Mellon Corp | 470.75K (1.81%) | -202.77K Decreased by -43.07% | Mar 31, 25 |
| 15 | Palisade Capital Management LLc | 466.84K (1.79%) | -19.24K Decreased by -4.12% | Mar 31, 25 |
| 16 | Charles Schwab Investment Management Inc | 449.45K (1.73%) | -3.90K Decreased by -0.87% | Mar 31, 25 |
| 17 | Bahl & Gaynor Inc. | 434.99K (1.67%) | -73.76K Decreased by -16.96% | Mar 31, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 423.63K (1.63%) | 33.55K Increased by +7.92% | Mar 31, 25 |
| 19 | Acadian Asset Management LLC | 420.89K (1.62%) | 406.21K Increased by +96.51% | Mar 31, 25 |
| 20 | Millennium Management LLC | 414.49K (1.59%) | 24.50K Increased by +5.91% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.66M (6.37%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | FullerThaler Behavioral Sm-Cp Eq R6 | 1.29M (4.96%) | 207.05K Increased by +16.02% | Mar 31, 25 |
| 3 | First Trust Value Line® Dividend ETF | 1.13M (4.34%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 4 | FullerThaler Behavioral Small-Cap Equity | 1.09M (4.17%) | -137.70K Decreased by -12.69% | Dec 31, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 894.86K (3.44%) | 789.00 Increased by +0.09% | May 31, 25 |
| 6 | Vanguard US Total Market Shares ETF | 893.45K (3.43%) | 991.00 Increased by +0.11% | Sep 30, 24 |
| 7 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 884.24K (3.40%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Fuller & Thaler Behavioral Small-Cap Eq | 884.24K (3.40%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | iShares Russell 2000 ETF | 735.25K (2.82%) | 0.00 Increased by 0.00% | May 31, 25 |
| 10 | Vanguard Small Cap Index | 690.37K (2.65%) | 2.56K Increased by +0.37% | May 31, 25 |
| 11 | Vanguard Small Cap Value Index Inv | 444.24K (1.71%) | -409.00 Decreased by -0.09% | May 31, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 430.25K (1.65%) | 6.66K Increased by +1.55% | May 31, 25 |
| 13 | Boston Trust Walden Small Cap | 400.53K (1.54%) | -3.89K Decreased by -0.97% | May 31, 25 |
| 14 | FPA Queens Road Small Cap Value Inv | 376.11K (1.44%) | 12.90K Increased by +3.43% | Mar 31, 25 |
| 15 | Fort Washington Small Company Equity | 304.49K (1.17%) | -84.88K Decreased by -27.88% | Mar 31, 25 |
| 16 | Small Company Equity - FTWA | 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 | 288.34K (1.11%) | -5.42K Decreased by -1.88% | Mar 31, 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 | 261.63K (1.00%) | 399.00 Increased by +0.15% | May 29, 25 |