| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.77M (10.49%) | -137.34K Decreased by -3.65% | Jun 30, 25 |
| 2 | Wellington Management Company LLP | 2.42M (6.73%) | -328.27K Decreased by -13.59% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 2.36M (6.58%) | 48.66K Increased by +2.06% | Jun 30, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 2.13M (5.94%) | -35.23K Decreased by -1.65% | Jun 30, 25 |
| 5 | Earnest Partners LLC | 1.66M (4.62%) | -189.62K Decreased by -11.43% | Jun 30, 25 |
| 6 | First Trust Advisors L.P. | 1.42M (3.96%) | 20.79K Increased by +1.46% | Jun 30, 25 |
| 7 | Macquarie Group Ltd | 1.20M (3.34%) | 149.01K Increased by +12.43% | Jun 30, 25 |
| 8 | State Street Corp | 1.15M (3.19%) | 36.45K Increased by +3.18% | Jun 30, 25 |
| 9 | State Street Corporation | 1.11M (3.08%) | 57.14K Increased by +5.17% | Mar 31, 24 |
| 10 | Geode Capital Management, LLC | 934.73K (2.60%) | 7.73K Increased by +0.83% | Jun 30, 25 |
| 11 | American Century Companies Inc | 909.04K (2.53%) | -2.87K Decreased by -0.32% | Jun 30, 25 |
| 12 | PL Capital Advisors, LLC | 703.83K (1.96%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | William Blair Investment Management, LLC | 613.02K (1.71%) | -50.63K Decreased by -8.26% | Jun 30, 25 |
| 14 | Jennison Associates LLC | 605.72K (1.69%) | 33.64K Increased by +5.55% | Jun 30, 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 | 499.09K (1.39%) | 10.54K Increased by +2.11% | Jun 30, 25 |
| 17 | Nuveen Asset Management, LLC | 430.66K (1.20%) | 108.00K Increased by +25.08% | Dec 31, 24 |
| 18 | Nuveen, LLC | 426.14K (1.19%) | 426.14K Increased by +100.00% | Mar 31, 25 |
| 19 | JPMorgan Chase & Co | 416.82K (1.16%) | -40.52K Decreased by -9.72% | Jun 30, 25 |
| 20 | Thrivent Financial For Lutherans | 392.88K (1.09%) | 366.00K Increased by +93.16% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 1.25M (3.48%) | 1.33K Increased by +0.11% | Aug 28, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.12M (3.11%) | -23.60K Decreased by -2.12% | Jul 31, 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 | 982.24K (2.74%) | 9.29K Increased by +0.95% | Jul 31, 25 |
| 5 | EARNEST Small Cap Value | 963.75K (2.68%) | 962.28K Increased by +99.85% | Dec 31, 23 |
| 6 | iShares Russell 2000 ETF | 890.85K (2.48%) | 0.00 Increased by 0.00% | Aug 31, 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 | 738.68K (2.06%) | 0.00 Increased by 0.00% | Aug 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 | DFA US Small Cap Value I | 468.81K (1.31%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 394.19K (1.10%) | -175.81K Decreased by -44.60% | Jul 31, 25 |
| 14 | Fidelity Small Cap Index | 367.46K (1.02%) | -2.18K Decreased by -0.59% | Jun 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 | 324.12K (0.90%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 17 | DFA US Targeted Value I | 260.11K (0.72%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | Dimensional US Targeted Value ETF | 251.22K (0.70%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 19 | BlackRock Advantage Small Cap Core Instl | 249.44K (0.69%) | -16.95K Decreased by -6.79% | Jul 31, 25 |
| 20 | SPDR® S&P Regional Banking ETF | 244.24K (0.68%) | 0.00 Increased by 0.00% | Aug 31, 25 |