| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.93M (17.60%) | -76.83K Decreased by -2.62% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.60M (15.62%) | 8.99K Increased by +0.35% | Mar 31, 25 |
| 3 | State Street Corp | 961.20K (5.77%) | 26.14K Increased by +2.72% | Mar 31, 25 |
| 4 | State Street Corporation | 925.89K (5.56%) | -85.57K Decreased by -9.24% | Mar 31, 24 |
| 5 | Silvercrest Asset Management Group LLC | 854.31K (5.13%) | 20.05K Increased by +2.35% | Mar 31, 25 |
| 6 | Wellington Management Company LLP | 628.60K (3.77%) | -175.37K Decreased by -27.90% | Mar 31, 25 |
| 7 | Macquarie Group Ltd | 613.87K (3.68%) | 22.90K Increased by +3.73% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 430.94K (2.59%) | 15.26K Increased by +3.54% | Mar 31, 25 |
| 9 | Renaissance Technologies Corp | 328.55K (1.97%) | -400.00 Decreased by -0.12% | Mar 31, 25 |
| 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 | 259.63K (1.56%) | 543.00 Increased by +0.21% | Mar 31, 25 |
| 12 | Ameriprise Financial Inc | 242.81K (1.46%) | 63.22K Increased by +26.04% | Sep 30, 23 |
| 13 | Northern Trust Corp | 230.74K (1.38%) | -80.00 Decreased by -0.03% | Mar 31, 25 |
| 14 | Dimensional Fund Advisors, Inc. | 229.47K (1.38%) | 4.88K Increased by +2.12% | Mar 31, 25 |
| 15 | JPMorgan Chase & Co | 203.62K (1.22%) | -23.78K Decreased by -11.68% | Mar 31, 25 |
| 16 | Nuveen, LLC | 203.04K (1.22%) | 203.04K Increased by +100.00% | Mar 31, 25 |
| 17 | Pacific Heights Asset Management, LLC | 200.00K (1.20%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 193.95K (1.16%) | -17.53K Decreased by -9.04% | Mar 31, 25 |
| 19 | Millennium Management LLC | 184.05K (1.10%) | 138.86K Increased by +75.45% | Mar 31, 25 |
| 20 | Balyasny Asset Management LLC | 161.64K (0.97%) | 161.64K Increased by +100.00% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.00M (6.02%) | 170.00 Increased by +0.02% | Jul 31, 25 |
| 2 | Vanguard Real Estate Index Investor | 619.99K (3.72%) | -254.00 Decreased by -0.04% | Jun 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 544.48K (3.27%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | Macquarie Small Cap Value A | 473.10K (2.84%) | 46.90K Increased by +9.91% | Jun 30, 25 |
| 5 | Vanguard US Total Market Shares ETF | 472.26K (2.83%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Vanguard Small Cap Index | 408.75K (2.45%) | -12.75K Decreased by -3.12% | Jun 30, 25 |
| 7 | iShares Russell 2000 ETF | 398.82K (2.39%) | -7.56K Decreased by -1.90% | Jul 31, 25 |
| 8 | Delaware Small Cap Value A | 397.30K (2.38%) | 397.30K Increased by +100.00% | Oct 31, 24 |
| 9 | Vanguard Small Cap Value Index Inv | 260.91K (1.57%) | -10.13K Decreased by -3.88% | Jun 30, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 259.72K (1.56%) | 1.03K Increased by +0.40% | Jun 30, 25 |
| 11 | Permanent Portfolio Permanent I | 200.00K (1.20%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 12 | Macquarie VIP Small Cap Value Series Std | 191.90K (1.15%) | 22.40K Increased by +11.67% | Jun 30, 25 |
| 13 | Bridge Builder Small/Mid Cap Value | 175.44K (1.05%) | -3.44K Decreased by -1.96% | Jul 31, 25 |
| 14 | Fidelity Small Cap Index | 170.64K (1.02%) | 920.00 Increased by +0.54% | May 31, 25 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 156.43K (0.94%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 16 | Fidelity® Small Cap Index | 149.06K (0.89%) | 4.25K Increased by +2.85% | Oct 31, 23 |
| 17 | iShares Russell 2000 Value ETF | 147.08K (0.88%) | 109.00 Increased by +0.07% | Jul 31, 25 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 144.89K (0.87%) | 81.00 Increased by +0.06% | Jul 31, 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 |