| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.89M (16.43%) | 85.73K Increased by +2.20% | Dec 31, 24 |
| 2 | Dimensional Fund Advisors, Inc. | 1.89M (7.99%) | -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 (7.15%) | 5.49K Increased by +0.32% | Jun 30, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.43M (6.03%) | 984.00 Increased by +0.07% | Mar 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 761.94K (3.22%) | 37.24K Increased by +4.89% | Feb 28, 25 |
| 4 | Avantis US Small Cap Value ETF | 668.79K (2.83%) | 680.00 Increased by +0.10% | Mar 29, 25 |
| 5 | Schwab US Dividend Equity ETF™ | 629.24K (2.66%) | 480.00 Increased by +0.08% | Mar 29, 25 |
| 6 | iShares Russell 2000 ETF | 587.27K (2.48%) | -5.12K Decreased by -0.87% | Mar 31, 25 |
| 7 | DFA US Small Cap Value I | 417.04K (1.76%) | -22.59K Decreased by -5.42% | Feb 28, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 359.87K (1.52%) | 606.00 Increased by +0.17% | Feb 28, 25 |
| 9 | Cambria Shareholder Yield ETF | 351.88K (1.49%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | iShares S&P Small-Cap 600 Value ETF | 230.13K (0.97%) | -227.00 Decreased by -0.10% | Mar 31, 25 |
| 11 | Fidelity Small Cap Index | 229.74K (0.97%) | -4.30K Decreased by -1.87% | Jan 31, 25 |
| 12 | Royce Small-Cap Special Equity Invmt | 229.50K (0.97%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | DFA US Targeted Value I | 228.48K (0.97%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 14 | Fidelity® Small Cap Index | 222.04K (0.94%) | 6.95K Increased by +3.13% | Oct 31, 23 |
| 15 | DFA US Micro Cap I | 211.67K (0.89%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 16 | iShares Russell 2000 Value ETF | 208.75K (0.88%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 201.55K (0.85%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 200.11K (0.85%) | 296.00 Increased by +0.15% | Mar 31, 25 |
| 19 | Dimensional US Targeted Value ETF | 190.31K (0.80%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | First Eagle Small Cap Opportunity I | 186.46K (0.79%) | 2.23K Increased by +1.20% | Feb 28, 25 |