| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.01M (18.07%) | 157.99K Increased by +5.25% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 2.59M (15.58%) | 195.63K Increased by +7.54% | Dec 31, 24 |
| 3 | State Street Corp | 935.07K (5.61%) | 37.32K Increased by +3.99% | Dec 31, 24 |
| 4 | State Street Corporation | 925.89K (5.56%) | -85.57K Decreased by -9.24% | Mar 31, 24 |
| 5 | Silvercrest Asset Management Group LLC | 834.25K (5.01%) | 54.20K Increased by +6.50% | Dec 31, 24 |
| 6 | Wellington Management Company LLP | 803.97K (4.83%) | -215.38K Decreased by -26.79% | Dec 31, 24 |
| 7 | Macquarie Group Ltd | 590.97K (3.55%) | 583.00K Increased by +98.65% | Dec 31, 24 |
| 8 | Geode Capital Management, LLC | 415.68K (2.50%) | 28.16K Increased by +6.78% | Dec 31, 24 |
| 9 | Renaissance Technologies Corp | 328.95K (1.98%) | -8.16K Decreased by -2.48% | Dec 31, 24 |
| 10 | Heitman Real Estate Securities LLC | 293.87K (1.76%) | 22.83K Increased by +7.77% | Jun 30, 24 |
| 11 | Charles Schwab Investment Management Inc | 259.09K (1.56%) | -16.42K Decreased by -6.34% | Dec 31, 24 |
| 12 | Ameriprise Financial Inc | 242.81K (1.46%) | 63.22K Increased by +26.04% | Sep 30, 23 |
| 13 | Northern Trust Corp | 230.82K (1.39%) | 51.26K Increased by +22.21% | Dec 31, 24 |
| 14 | JPMorgan Chase & Co | 227.40K (1.37%) | -159.09K Decreased by -69.96% | Dec 31, 24 |
| 15 | Dimensional Fund Advisors, Inc. | 224.60K (1.35%) | 3.11K Increased by +1.39% | Dec 31, 24 |
| 16 | Morgan Stanley - Brokerage Accounts | 211.48K (1.27%) | 1.36K Increased by +0.64% | Dec 31, 24 |
| 17 | Pacific Heights Asset Management, LLC | 200.00K (1.20%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Balyasny Asset Management LLC | 161.64K (0.97%) | 161.64K Increased by +100.00% | Sep 30, 24 |
| 19 | Marshall Wace Asset Management Ltd | 154.08K (0.93%) | 138.61K Increased by +89.96% | Sep 30, 24 |
| 20 | BOOTHBAY FUND MANAGEMENT, LLC | 151.86K (0.91%) | 88.97K Increased by +58.59% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.01M (6.04%) | -1.04K Decreased by -0.10% | Apr 30, 25 |
| 2 | Vanguard Real Estate Index Investor | 631.92K (3.79%) | -747.00 Decreased by -0.12% | Mar 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 544.48K (3.27%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 472.26K (2.84%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Macquarie Small Cap Value A | 426.20K (2.56%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | Vanguard Small Cap Index | 416.96K (2.50%) | -6.05K Decreased by -1.45% | Mar 31, 25 |
| 7 | iShares Russell 2000 ETF | 408.40K (2.45%) | 69.00 Increased by +0.02% | Apr 30, 25 |
| 8 | Delaware Small Cap Value A | 397.30K (2.39%) | 397.30K Increased by +100.00% | Oct 31, 24 |
| 9 | Vanguard Small Cap Value Index Inv | 270.61K (1.62%) | -7.43K Decreased by -2.75% | Mar 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 250.92K (1.51%) | -8.25K Decreased by -3.29% | Mar 31, 25 |
| 11 | Permanent Portfolio Permanent I | 200.00K (1.20%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | Bridge Builder Small/Mid Cap Value | 178.62K (1.07%) | -15.02K Decreased by -8.41% | Apr 30, 25 |
| 13 | Macquarie VIP Small Cap Value Series Std | 171.40K (1.03%) | 2.90K Increased by +1.69% | Mar 31, 25 |
| 14 | Fidelity Small Cap Index | 166.69K (1.00%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 15 | iShares Russell 2000 Value ETF | 156.83K (0.94%) | -530.00 Decreased by -0.34% | Apr 30, 25 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 156.43K (0.94%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 17 | Fidelity® Small Cap Index | 149.06K (0.90%) | 4.25K Increased by +2.85% | Oct 31, 23 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 142.40K (0.85%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 132.86K (0.80%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | Heitman US RES Total Return | 130.17K (0.78%) | 17.36K Increased by +13.34% | Jun 30, 24 |