| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.89M (16.42%) | 85.73K Increased by +2.20% | Dec 31, 24 |
| 2 | Dimensional Fund Advisors, Inc. | 1.89M (7.98%) | -48.63K Decreased by -2.57% | Dec 31, 24 |
| 3 | First Trust Advisors L.P. | 1.70M (7.19%) | 523.88K Increased by +30.79% | Jun 30, 24 |
| 4 | Vanguard Group Inc | 1.67M (7.04%) | 68.96K Increased by +4.14% | Dec 31, 24 |
| 5 | State Street Corp | 958.02K (4.05%) | 77.59K Increased by +8.10% | Dec 31, 24 |
| 6 | State Street Corporation | 917.70K (3.88%) | 11.23K Increased by +1.22% | Mar 31, 24 |
| 7 | Charles Schwab Investment Management Inc | 837.70K (3.54%) | -11.41K Decreased by -1.36% | Dec 31, 24 |
| 8 | Pacer Advisors, INC. | 776.50K (3.28%) | -31.59K Decreased by -4.07% | Dec 31, 24 |
| 9 | American Century Companies Inc | 726.21K (3.07%) | 83.38K Increased by +11.48% | Dec 31, 24 |
| 10 | Hodges Capital Management Inc | 646.08K (2.73%) | 98.23K Increased by +15.20% | Dec 31, 24 |
| 11 | Royce & Associates, LP | 590.99K (2.50%) | 276.53K Increased by +46.79% | Dec 31, 24 |
| 12 | Geode Capital Management, LLC | 543.62K (2.30%) | 5.03K Increased by +0.93% | Dec 31, 24 |
| 13 | LSV Asset Management | 533.50K (2.25%) | 5.00K Increased by +0.94% | Dec 31, 24 |
| 14 | Bank of New York Mellon Corp | 421.60K (1.78%) | 12.60K Increased by +2.99% | Dec 31, 24 |
| 15 | Northern Trust Corp | 401.99K (1.70%) | 23.98K Increased by +5.97% | Dec 31, 24 |
| 16 | Cambria Investment Management, L.P. | 382.61K (1.62%) | -2.92K Decreased by -0.76% | Dec 31, 24 |
| 17 | Robeco Institutional Asset Management BV | 363.21K (1.53%) | -219.82K Decreased by -60.52% | Dec 31, 23 |
| 18 | UBS Group AG | 353.12K (1.49%) | -141.85K Decreased by -40.17% | Dec 31, 24 |
| 19 | Amvescap Plc. | 351.47K (1.48%) | 22.11K Increased by +6.29% | Dec 31, 24 |
| 20 | Millennium Management LLC | 337.12K (1.42%) | 179.64K Increased by +53.29% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 1.69M (7.14%) | 5.49K Increased by +0.32% | Jun 30, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.37M (5.79%) | -1.44K Decreased by -0.11% | Apr 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 761.94K (3.22%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 723.57K (3.06%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Avantis US Small Cap Value ETF | 681.35K (2.88%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 6 | Schwab US Dividend Equity ETF™ | 643.23K (2.72%) | 108.00 Increased by +0.02% | Apr 30, 25 |
| 7 | iShares Russell 2000 ETF | 556.58K (2.35%) | -4.51K Decreased by -0.81% | Apr 29, 25 |
| 8 | DFA US Small Cap Value I | 384.38K (1.62%) | -32.66K Decreased by -8.50% | Mar 31, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 361.19K (1.53%) | 1.31K Increased by +0.36% | Mar 31, 25 |
| 10 | Cambria Shareholder Yield ETF | 319.42K (1.35%) | -2.09K Decreased by -0.66% | Apr 30, 25 |
| 11 | Fidelity Small Cap Index | 229.74K (0.97%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 12 | DFA US Targeted Value I | 228.48K (0.96%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | Royce Small-Cap Special Equity Invmt | 225.60K (0.95%) | -3.90K Decreased by -1.73% | Mar 31, 25 |
| 14 | iShares S&P Small-Cap 600 Value ETF | 223.84K (0.95%) | 228.00 Increased by +0.10% | Apr 30, 25 |
| 15 | Fidelity® Small Cap Index | 222.04K (0.94%) | 6.95K Increased by +3.13% | Oct 31, 23 |
| 16 | iShares Russell 2000 Value ETF | 212.21K (0.90%) | -720.00 Decreased by -0.34% | Apr 30, 25 |
| 17 | DFA US Micro Cap I | 211.67K (0.89%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 201.55K (0.85%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 200.07K (0.84%) | 0.00 Increased by 0.00% | Apr 29, 25 |
| 20 | Dimensional US Targeted Value ETF | 188.77K (0.80%) | 0.00 Increased by 0.00% | Apr 30, 25 |