| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.66M (15.41%) | -215.10K Decreased by -5.88% | Jun 30, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 1.74M (7.35%) | -39.99K Decreased by -2.29% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 1.73M (7.28%) | 46.72K Increased by +2.70% | Jun 30, 25 |
| 4 | First Trust Advisors L.P. | 1.70M (7.17%) | 523.88K Increased by +30.79% | Jun 30, 24 |
| 5 | State Street Corp | 962.71K (4.06%) | -31.44K Decreased by -3.27% | Jun 30, 25 |
| 6 | Charles Schwab Investment Management Inc | 955.76K (4.03%) | 53.50K Increased by +5.60% | Jun 30, 25 |
| 7 | State Street Corporation | 917.70K (3.87%) | 11.23K Increased by +1.22% | Mar 31, 24 |
| 8 | American Century Companies Inc | 837.97K (3.53%) | 45.03K Increased by +5.37% | Jun 30, 25 |
| 9 | Pacer Advisors, INC. | 776.50K (3.27%) | -31.59K Decreased by -4.07% | Dec 31, 24 |
| 10 | Royce & Associates, LP | 621.82K (2.62%) | 42.27K Increased by +6.80% | Jun 30, 25 |
| 11 | LSV Asset Management | 581.80K (2.45%) | -3.40K Decreased by -0.58% | Jun 30, 25 |
| 12 | Geode Capital Management, LLC | 548.02K (2.31%) | 6.73K Increased by +1.23% | Jun 30, 25 |
| 13 | Bank of New York Mellon Corp | 416.03K (1.75%) | 8.31K Increased by +2.00% | Jun 30, 25 |
| 14 | UBS Group AG | 402.28K (1.70%) | -12.21K Decreased by -3.03% | Jun 30, 25 |
| 15 | Jane Street Group LLC | 371.98K (1.57%) | 88.38K Increased by +23.76% | Mar 31, 25 |
| 16 | Hodges Capital Management Inc | 369.44K (1.56%) | -10.31K Decreased by -2.79% | Jun 30, 25 |
| 17 | Northern Trust Corp | 366.12K (1.54%) | -25.30K Decreased by -6.91% | Jun 30, 25 |
| 18 | Robeco Institutional Asset Management BV | 363.21K (1.53%) | -219.82K Decreased by -60.52% | Dec 31, 23 |
| 19 | Millennium Management LLC | 337.12K (1.42%) | 179.64K Increased by +53.29% | Sep 30, 24 |
| 20 | Cambria Investment Management, L.P. | 306.59K (1.29%) | -36.58K Decreased by -11.93% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 1.69M (7.13%) | 5.49K Increased by +0.32% | Jun 30, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.35M (5.68%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 759.11K (3.20%) | -16.83K Decreased by -2.22% | Jul 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 723.57K (3.05%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Avantis US Small Cap Value ETF | 715.50K (3.02%) | 1.03K Increased by +0.14% | Aug 30, 25 |
| 6 | Schwab US Dividend Equity ETF™ | 643.79K (2.71%) | 132.00 Increased by +0.02% | Aug 30, 25 |
| 7 | iShares Russell 2000 ETF | 570.97K (2.41%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 8 | DFA US Small Cap Value I | 369.12K (1.56%) | -15.26K Decreased by -4.13% | Jul 31, 25 |
| 9 | Cambria Shareholder Yield ETF | 284.21K (1.20%) | -1.05K Decreased by -0.37% | Aug 29, 25 |
| 10 | Royce Small-Cap Special Equity Invmt | 245.00K (1.03%) | 19.40K Increased by +7.92% | Jun 30, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 241.18K (1.02%) | -105.56K Decreased by -43.77% | Jul 31, 25 |
| 12 | Fidelity Small Cap Index | 234.80K (0.99%) | 1.35K Increased by +0.57% | Jun 30, 25 |
| 13 | DFA US Targeted Value I | 228.48K (0.96%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 14 | Fidelity® Small Cap Index | 222.04K (0.94%) | 6.95K Increased by +3.13% | Oct 31, 23 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 211.13K (0.89%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 16 | DFA US Micro Cap I | 211.03K (0.89%) | -635.00 Decreased by -0.30% | Jul 31, 25 |
| 17 | iShares Russell 2000 Value ETF | 205.21K (0.87%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 18 | BlackRock Global Equity Mkt Netrl Instl | 205.10K (0.86%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 201.55K (0.85%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 197.47K (0.83%) | 2.38K Increased by +1.20% | Aug 29, 25 |