| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.90M (10.87%) | -29.48K Decreased by -0.76% | Mar 31, 25 |
| 2 | Wellington Management Company LLP | 2.74M (7.64%) | -630.15K Decreased by -22.97% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 2.31M (6.44%) | 225.37K Increased by +9.74% | Mar 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 2.17M (6.03%) | -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 (3.90%) | 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 (2.92%) | 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 | 613.02K (1.71%) | -50.63K Decreased by -8.26% | Jun 30, 25 |
| 14 | Jennison Associates LLC | 572.08K (1.59%) | 5.30K Increased by +0.93% | Mar 31, 25 |
| 15 | Western Financial Corp/CA | 534.54K (1.49%) | -49.95K Decreased by -9.34% | Jun 30, 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 (1.27%) | -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 (1.03%) | -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 (3.42%) | -2.39K Decreased by -0.19% | Jul 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.14M (3.17%) | 5.84K Increased by +0.51% | Jun 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.11M (3.10%) | 1.30K Increased by +0.12% | Sep 30, 24 |
| 4 | Macquarie Small Cap Core I | 972.94K (2.71%) | 92.74K Increased by +9.53% | Jun 30, 25 |
| 5 | EARNEST Small Cap Value | 963.75K (2.68%) | 962.28K Increased by +99.85% | Dec 31, 23 |
| 6 | iShares Russell 2000 ETF | 888.32K (2.47%) | -14.38K Decreased by -1.62% | Jul 30, 25 |
| 7 | Delaware Small Cap Core I | 843.31K (2.35%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 8 | Avantis US Small Cap Value ETF | 742.18K (2.07%) | 0.00 Increased by 0.00% | Jul 30, 25 |
| 9 | Delaware US Small Cap Core Equity (SMA) | 682.27K (1.90%) | -7.99K Decreased by -1.17% | Mar 31, 24 |
| 10 | Macquarie US Small Cap Core Equity | 682.27K (1.90%) | -7.99K Decreased by -1.17% | Mar 31, 24 |
| 11 | Harbor Small Cap Value Instl | 649.66K (1.81%) | -111.85K Decreased by -17.22% | Jun 30, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 570.00K (1.59%) | 1.91K Increased by +0.34% | Jun 30, 25 |
| 13 | DFA US Small Cap Value I | 468.81K (1.31%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | Fidelity Small Cap Index | 369.63K (1.03%) | 1.28K Increased by +0.35% | May 31, 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 | 320.00K (0.89%) | 0.00 Increased by 0.00% | Jul 30, 25 |
| 17 | BlackRock Advantage Small Cap Core Instl | 266.38K (0.74%) | -2.88K Decreased by -1.08% | Jun 30, 25 |
| 18 | DFA US Targeted Value I | 260.11K (0.72%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | Dimensional US Targeted Value ETF | 250.01K (0.70%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Janus Henderson Small Cap Value L | 240.44K (0.67%) | -55.72K Decreased by -23.18% | Feb 29, 24 |