| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.41M (15.07%) | -17.82K Decreased by -0.40% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.17M (7.43%) | -38.48K Decreased by -1.77% | Jun 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.72M (5.89%) | -21.33K Decreased by -1.24% | Jun 30, 25 |
| 4 | State Street Corporation | 1.69M (5.77%) | 97.19K Increased by +5.76% | Mar 31, 24 |
| 5 | State Street Corp | 1.56M (5.32%) | -50.97K Decreased by -3.27% | Mar 31, 25 |
| 6 | LSV Asset Management | 1.42M (4.85%) | 40.68K Increased by +2.87% | Jun 30, 25 |
| 7 | FMR Inc | 1.34M (4.59%) | 397.58K Increased by +29.59% | Mar 31, 25 |
| 8 | Massachusetts Financial Services Company | 1.09M (3.73%) | -193.46K Decreased by -17.71% | Sep 30, 23 |
| 9 | American Century Companies Inc | 872.02K (2.98%) | 53.19K Increased by +6.10% | Jun 30, 25 |
| 10 | Geode Capital Management, LLC | 778.05K (2.66%) | 44.67K Increased by +5.74% | Mar 31, 25 |
| 11 | JPMorgan Chase & Co | 761.97K (2.60%) | -72.75K Decreased by -9.55% | Mar 31, 25 |
| 12 | AQR Capital Management LLC | 621.06K (2.12%) | -117.42K Decreased by -18.91% | Mar 31, 25 |
| 13 | Rhino Investment Partners, Inc. | 618.27K (2.11%) | -7.92K Decreased by -1.28% | Jun 30, 25 |
| 14 | Stieven Capital Advisors, L.p. | 608.78K (2.08%) | 700.00 Increased by +0.11% | Jun 30, 25 |
| 15 | Goldman Sachs Group Inc | 561.87K (1.92%) | -99.80K Decreased by -17.76% | Jun 30, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 508.78K (1.74%) | 5.17K Increased by +1.02% | Mar 31, 25 |
| 17 | Royce & Associates, LP | 508.51K (1.74%) | 76.71K Increased by +15.09% | Dec 31, 23 |
| 18 | Hotchkis & Wiley Capital Management LLC | 500.30K (1.71%) | 9.35K Increased by +1.87% | Mar 31, 25 |
| 19 | Acadian Asset Management LLC | 480.51K (1.64%) | 479.97K Increased by +99.89% | Mar 31, 25 |
| 20 | Bank of New York Mellon Corp | 467.13K (1.60%) | -21.99K Decreased by -4.71% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.80M (6.14%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 955.77K (3.27%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 936.42K (3.20%) | -20.77K Decreased by -2.22% | Jul 31, 25 |
| 4 | FIAM Small Cap Core Composite | 936.19K (3.20%) | -187.76K Decreased by -20.06% | Dec 31, 23 |
| 5 | iShares Russell 2000 ETF | 749.07K (2.56%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 6 | Avantis US Small Cap Value ETF | 717.81K (2.45%) | 648.00 Increased by +0.09% | Jul 31, 25 |
| 7 | Fidelity Small Cap Discovery | 710.42K (2.43%) | 0.00 Increased by 0.00% | May 31, 25 |
| 8 | Strategic Advisers Fidelity US TtlStk | 663.27K (2.27%) | 15.23K Increased by +2.30% | Jun 30, 25 |
| 9 | Fidelity Series Small Cap Discovery | 566.40K (1.94%) | 0.00 Increased by 0.00% | May 31, 25 |
| 10 | Strategic Advisers® Fidelity US TtlStk | 527.10K (1.80%) | 89.20K Increased by +16.92% | Nov 30, 23 |
| 11 | Schwab US Dividend Equity ETF™ | 479.19K (1.64%) | -280.00 Decreased by -0.06% | Jan 31, 24 |
| 12 | FIAM Small Cap Core CIT Cl B | 418.07K (1.43%) | -278.18K Decreased by -66.54% | Feb 29, 24 |
| 13 | DFA US Small Cap Value I | 378.19K (1.29%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 323.09K (1.10%) | -140.73K Decreased by -43.56% | Jul 31, 25 |
| 15 | Fidelity Small Cap Index | 307.56K (1.05%) | 1.62K Increased by +0.53% | May 31, 25 |
| 16 | Fidelity® Small Cap Index | 301.83K (1.03%) | 8.32K Increased by +2.76% | Oct 31, 23 |
| 17 | iShares S&P Small-Cap 600 Value ETF | 281.72K (0.96%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | iShares Russell 2000 Value ETF | 268.22K (0.92%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 265.00K (0.91%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 263.77K (0.90%) | 144.00 Increased by +0.05% | Jul 31, 25 |