| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.90M (10.88%) | -29.48K Decreased by -0.76% | Mar 31, 25 |
| 2 | Wellington Management Company LLP | 2.74M (7.65%) | -630.15K Decreased by -22.97% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 2.31M (6.45%) | 225.37K Increased by +9.74% | Mar 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 2.17M (6.04%) | -48.38K Decreased by -2.23% | Mar 31, 25 |
| 5 | Earnest Partners LLC | 1.85M (5.15%) | -34.97K Decreased by -1.89% | Mar 31, 25 |
| 6 | First Trust Advisors L.P. | 1.40M (3.91%) | 1.33M Increased by +94.60% | Mar 31, 25 |
| 7 | State Street Corp | 1.11M (3.09%) | -86.54K Decreased by -7.80% | Mar 31, 25 |
| 8 | State Street Corporation | 1.11M (3.08%) | 57.14K Increased by +5.17% | Mar 31, 24 |
| 9 | Macquarie Group Ltd | 1.05M (2.93%) | 25.75K Increased by +2.45% | Mar 31, 25 |
| 10 | Geode Capital Management, LLC | 927.00K (2.58%) | 41.76K Increased by +4.51% | Mar 31, 25 |
| 11 | American Century Companies Inc | 911.91K (2.54%) | 63.97K Increased by +7.02% | Mar 31, 25 |
| 12 | PL Capital Advisors, LLC | 703.83K (1.96%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | William Blair Investment Management, LLC | 663.65K (1.85%) | -30.67K Decreased by -4.62% | Mar 31, 25 |
| 14 | Western Financial Corp/CA | 584.49K (1.63%) | -828.00 Decreased by -0.14% | Mar 31, 25 |
| 15 | Jennison Associates LLC | 572.08K (1.60%) | 5.30K Increased by +0.93% | Mar 31, 25 |
| 16 | Charles Schwab Investment Management Inc | 488.55K (1.36%) | 51.88K Increased by +10.62% | Mar 31, 25 |
| 17 | JPMorgan Chase & Co | 457.34K (1.28%) | -107.97K Decreased by -23.61% | Mar 31, 25 |
| 18 | Nuveen Asset Management, LLC | 430.66K (1.20%) | 108.00K Increased by +25.08% | Dec 31, 24 |
| 19 | Nuveen, LLC | 426.14K (1.19%) | 426.14K Increased by +100.00% | Mar 31, 25 |
| 20 | Northern Trust Corp | 371.23K (1.04%) | -8.91K Decreased by -2.40% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 1.23M (3.43%) | 2.39K Increased by +0.19% | Jun 30, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.13M (3.16%) | 12.13K Increased by +1.07% | May 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.11M (3.10%) | 1.30K Increased by +0.12% | Sep 30, 24 |
| 4 | EARNEST Small Cap Value | 963.75K (2.69%) | 962.28K Increased by +99.85% | Dec 31, 23 |
| 5 | iShares Russell 2000 ETF | 927.46K (2.59%) | 6.44K Increased by +0.69% | Jun 30, 25 |
| 6 | Macquarie Small Cap Core I | 880.21K (2.45%) | 0.00 Increased by 0.00% | May 31, 25 |
| 7 | Delaware Small Cap Core I | 843.31K (2.35%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 8 | Harbor Small Cap Value Instl | 761.51K (2.12%) | -5.35K Decreased by -0.70% | Mar 31, 25 |
| 9 | Avantis US Small Cap Value ETF | 744.68K (2.08%) | 0.00 Increased by 0.00% | Jun 28, 25 |
| 10 | Delaware US Small Cap Core Equity (SMA) | 682.27K (1.90%) | -7.99K Decreased by -1.17% | Mar 31, 24 |
| 11 | Macquarie US Small Cap Core Equity | 682.27K (1.90%) | -7.99K Decreased by -1.17% | Mar 31, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 568.09K (1.58%) | 5.81K Increased by +1.02% | May 31, 25 |
| 13 | DFA US Small Cap Value I | 468.81K (1.31%) | 0.00 Increased by 0.00% | May 31, 25 |
| 14 | Fidelity Small Cap Index | 368.35K (1.03%) | 3.30K Increased by +0.90% | Apr 30, 25 |
| 15 | Fidelity® Small Cap Index | 351.82K (0.98%) | 10.77K Increased by +3.06% | Oct 31, 23 |
| 16 | iShares Russell 2000 Value ETF | 328.23K (0.92%) | 3.13K Increased by +0.95% | Jun 30, 25 |
| 17 | BlackRock Advantage Small Cap Core Instl | 269.26K (0.75%) | 0.00 Increased by 0.00% | May 31, 25 |
| 18 | DFA US Targeted Value I | 260.11K (0.73%) | 0.00 Increased by 0.00% | May 31, 25 |
| 19 | Dimensional US Targeted Value ETF | 249.22K (0.69%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | Janus Henderson Small Cap Value L | 240.44K (0.67%) | -55.72K Decreased by -23.18% | Feb 29, 24 |