| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.38M (15.82%) | -29.67K Decreased by -0.68% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.13M (7.69%) | -617.57K Decreased by -28.99% | Jun 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.63M (5.90%) | 11.29K Increased by +0.69% | Jun 30, 25 |
| 4 | State Street Corp | 1.56M (5.65%) | -81.72K Decreased by -5.22% | Mar 31, 25 |
| 5 | State Street Corporation | 1.51M (5.46%) | -50.56K Decreased by -3.34% | Mar 31, 24 |
| 6 | First Trust Advisors L.P. | 826.38K (2.98%) | -30.17K Decreased by -3.65% | Dec 31, 23 |
| 7 | Geode Capital Management, LLC | 728.62K (2.63%) | 11.13K Increased by +1.53% | Mar 31, 25 |
| 8 | Morgan Stanley - Brokerage Accounts | 676.64K (2.44%) | 38.75K Increased by +5.73% | Mar 31, 25 |
| 9 | American Century Companies Inc | 664.64K (2.40%) | -27.15K Decreased by -4.08% | Jun 30, 25 |
| 10 | Fourthstone LLC | 644.93K (2.33%) | 250.73K Increased by +38.88% | Jun 30, 25 |
| 11 | Hotchkis & Wiley Capital Management LLC | 548.68K (1.98%) | -21.75K Decreased by -3.96% | Mar 31, 25 |
| 12 | TD Global Investment Solutions – TD Epoch | 457.88K (1.65%) | 199.06K Increased by +43.47% | Mar 31, 24 |
| 13 | Charles Schwab Investment Management Inc | 408.68K (1.48%) | 39.76K Increased by +9.73% | Jun 30, 25 |
| 14 | North Reef Capital Management LP | 400.00K (1.44%) | -667.78K Decreased by -166.95% | Jun 30, 25 |
| 15 | Nuveen Asset Management, LLC | 391.90K (1.41%) | -264.44K Decreased by -67.48% | Dec 31, 24 |
| 16 | Amvescap Plc. | 384.40K (1.39%) | -54.28K Decreased by -14.12% | Mar 31, 25 |
| 17 | BlackBarn Capital Partners LP | 380.00K (1.37%) | 380.00K Increased by +100.00% | Mar 31, 25 |
| 18 | Arrowstreet Capital Limited Partnership | 361.68K (1.31%) | -85.42K Decreased by -23.62% | Mar 31, 24 |
| 19 | Jupiter Asset Management Limited | 357.40K (1.29%) | 189.23K Increased by +52.95% | Jun 30, 25 |
| 20 | Nuveen, LLC | 346.43K (1.25%) | 346.43K Increased by +100.00% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.82M (6.57%) | 324.00 Increased by +0.02% | Jul 31, 25 |
| 2 | First Trust SMID Cp Rising Div Achv ETF | 946.32K (3.42%) | 8.01K Increased by +0.85% | Jan 31, 24 |
| 3 | Vanguard US Total Market Shares ETF | 899.14K (3.25%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 881.73K (3.18%) | -19.56K Decreased by -2.22% | Jul 31, 25 |
| 5 | iShares Russell 2000 ETF | 695.28K (2.51%) | -13.23K Decreased by -1.90% | Jul 31, 25 |
| 6 | Avantis US Small Cap Value ETF | 537.06K (1.94%) | 464.00 Increased by +0.09% | Jul 31, 25 |
| 7 | Invesco KBW High Dividend Yld Fincl ETF | 400.07K (1.44%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 8 | SPDR® S&P Regional Banking ETF | 388.77K (1.40%) | 13.64K Increased by +3.51% | Jul 31, 25 |
| 9 | DFA US Small Cap Value I | 386.25K (1.39%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | Vanguard Small Cap Index | 359.36K (1.30%) | 1.33K Increased by +0.37% | May 31, 25 |
| 11 | Jupiter Merian Glb Eq AbsRet I USD Acc | 344.61K (1.24%) | 40.11K Increased by +11.64% | Jun 30, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 327.67K (1.18%) | -142.52K Decreased by -43.49% | Jul 31, 25 |
| 13 | CREF Stock R1 | 313.08K (1.13%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 14 | Fidelity Small Cap Index | 302.35K (1.09%) | -2.71K Decreased by -0.90% | May 31, 25 |
| 15 | Fidelity® Small Cap Index | 288.70K (1.04%) | 8.68K Increased by +3.01% | Oct 31, 23 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 287.53K (1.04%) | -304.00 Decreased by -0.11% | Jul 31, 25 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 267.64K (0.97%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 259.80K (0.94%) | 147.00 Increased by +0.06% | Jul 31, 25 |
| 19 | Invesco S&P SmallCap Value with Momt ETF | 247.51K (0.89%) | -936.00 Decreased by -0.38% | Jul 31, 25 |
| 20 | Nuveen Quant Small Cap Equity R6 | 246.72K (0.89%) | 2.49K Increased by +1.01% | May 31, 25 |