| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.93M (10.97%) | 25.98K Increased by +0.66% | Dec 31, 24 |
| 2 | Wellington Management Company LLP | 3.37M (9.41%) | -171.16K Decreased by -5.07% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 2.22M (6.18%) | 54.99K Increased by +2.48% | Dec 31, 24 |
| 4 | Vanguard Group Inc | 2.09M (5.83%) | 13.72K Increased by +0.66% | Dec 31, 24 |
| 5 | Earnest Partners LLC | 1.88M (5.25%) | -13.37K Decreased by -0.71% | Dec 31, 24 |
| 6 | State Street Corp | 1.20M (3.34%) | 129.38K Increased by +10.82% | Dec 31, 24 |
| 7 | State Street Corporation | 1.11M (3.08%) | 57.14K Increased by +5.17% | Mar 31, 24 |
| 8 | Macquarie Group Ltd | 1.02M (2.86%) | -3.09K Decreased by -0.30% | Dec 31, 24 |
| 9 | Geode Capital Management, LLC | 885.24K (2.47%) | -6.79K Decreased by -0.77% | Dec 31, 24 |
| 10 | American Century Companies Inc | 847.94K (2.37%) | 96.82K Increased by +11.42% | Dec 31, 24 |
| 11 | PL Capital Advisors, LLC | 703.83K (1.96%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | William Blair Investment Management, LLC | 694.32K (1.94%) | 16.92K Increased by +2.44% | Dec 31, 24 |
| 13 | Western Financial Corp/CA | 584.49K (1.63%) | -828.00 Decreased by -0.14% | Mar 31, 25 |
| 14 | Jennison Associates LLC | 566.78K (1.58%) | 125.15K Increased by +22.08% | Dec 31, 24 |
| 15 | JPMorgan Chase & Co | 565.31K (1.58%) | -550.44K Decreased by -97.37% | Dec 31, 24 |
| 16 | Charles Schwab Investment Management Inc | 436.67K (1.22%) | 14.79K Increased by +3.39% | Dec 31, 24 |
| 17 | Nuveen Asset Management, LLC | 430.66K (1.20%) | 108.00K Increased by +25.08% | Dec 31, 24 |
| 18 | Northern Trust Corp | 380.13K (1.06%) | 17.18K Increased by +4.52% | Dec 31, 24 |
| 19 | Enterprise Financial Services Corp | 363.38K (1.01%) | -19.63K Decreased by -5.40% | Dec 31, 24 |
| 20 | Bank of America Corp | 318.11K (0.89%) | -4.47K Decreased by -1.40% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 1.29M (3.60%) | 1.12K Increased by +0.09% | Apr 30, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.12M (3.11%) | 5.80K Increased by +0.52% | Mar 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 | 896.89K (2.50%) | -7.25K Decreased by -0.81% | Apr 29, 25 |
| 6 | Macquarie Small Cap Core I | 867.98K (2.42%) | 24.67K Increased by +2.84% | Mar 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 | 755.44K (2.11%) | 0.00 Increased by 0.00% | Apr 30, 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 | 559.51K (1.56%) | -3.97K Decreased by -0.71% | Mar 31, 25 |
| 13 | DFA US Small Cap Value I | 468.81K (1.31%) | 5.20K Increased by +1.11% | Mar 31, 25 |
| 14 | Fidelity Small Cap Index | 366.27K (1.02%) | 348.00 Increased by +0.10% | Feb 28, 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 | 348.75K (0.97%) | -1.19K Decreased by -0.34% | Apr 30, 25 |
| 17 | BlackRock Advantage Small Cap Core Instl | 269.26K (0.75%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | DFA US Targeted Value I | 260.11K (0.73%) | 400.00 Increased by +0.15% | Mar 31, 25 |
| 19 | Dimensional US Targeted Value ETF | 255.38K (0.71%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | William Blair Small Cap Value I | 253.48K (0.71%) | 0.00 Increased by 0.00% | Mar 31, 25 |