| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.41M (15.04%) | -17.82K Decreased by -0.40% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.21M (7.54%) | -42.65K Decreased by -1.93% | Mar 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.74M (5.94%) | -33.02K Decreased by -1.89% | Mar 31, 25 |
| 4 | State Street Corporation | 1.69M (5.75%) | 97.19K Increased by +5.76% | Mar 31, 24 |
| 5 | State Street Corp | 1.56M (5.31%) | -50.97K Decreased by -3.27% | Mar 31, 25 |
| 6 | LSV Asset Management | 1.38M (4.69%) | 193.61K Increased by +14.06% | Mar 31, 25 |
| 7 | FMR Inc | 1.34M (4.58%) | 397.58K Increased by +29.59% | Mar 31, 25 |
| 8 | Massachusetts Financial Services Company | 1.09M (3.72%) | -193.46K Decreased by -17.71% | Sep 30, 23 |
| 9 | American Century Companies Inc | 818.83K (2.79%) | 75.36K Increased by +9.20% | Mar 31, 25 |
| 10 | Geode Capital Management, LLC | 778.05K (2.65%) | 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 | Goldman Sachs Group Inc | 661.67K (2.26%) | -200.33K Decreased by -30.28% | Mar 31, 25 |
| 13 | Rhino Investment Partners, Inc. | 626.19K (2.13%) | -25.80K Decreased by -4.12% | Mar 31, 25 |
| 14 | AQR Capital Management LLC | 621.06K (2.12%) | -117.42K Decreased by -18.91% | Mar 31, 25 |
| 15 | Stieven Capital Advisors, L.p. | 608.08K (2.07%) | 51.32K Increased by +8.44% | Mar 31, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 508.78K (1.73%) | 5.17K Increased by +1.02% | Mar 31, 25 |
| 17 | Royce & Associates, LP | 508.51K (1.73%) | 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 (1.59%) | -21.99K Decreased by -4.71% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.88M (6.42%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 957.19K (3.26%) | 0.00 Increased by 0.00% | May 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 955.77K (3.26%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | FIAM Small Cap Core Composite | 936.19K (3.19%) | -187.76K Decreased by -20.06% | Dec 31, 23 |
| 5 | Avantis US Small Cap Value ETF | 687.37K (2.34%) | 799.00 Increased by +0.12% | May 31, 25 |
| 6 | iShares Russell 2000 ETF | 663.65K (2.26%) | 0.00 Increased by 0.00% | May 31, 25 |
| 7 | Strategic Advisers Fidelity US TtlStk | 648.05K (2.21%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 8 | Strategic Advisers® Fidelity US TtlStk | 527.10K (1.80%) | 89.20K Increased by +16.92% | Nov 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 483.64K (1.65%) | 3.92K Increased by +0.81% | May 31, 25 |
| 10 | Schwab US Dividend Equity ETF™ | 479.19K (1.63%) | -280.00 Decreased by -0.06% | Jan 31, 24 |
| 11 | FIAM Small Cap Core CIT Cl B | 418.07K (1.43%) | -278.18K Decreased by -66.54% | Feb 29, 24 |
| 12 | DFA US Small Cap Value I | 378.19K (1.29%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 13 | Fidelity Small Cap Index | 303.41K (1.03%) | 1.87K Increased by +0.62% | Mar 31, 25 |
| 14 | iShares S&P Small-Cap 600 Value ETF | 303.11K (1.03%) | 0.00 Increased by 0.00% | May 31, 25 |
| 15 | Fidelity® Small Cap Index | 301.83K (1.03%) | 8.32K Increased by +2.76% | Oct 31, 23 |
| 16 | iShares Russell 2000 Value ETF | 269.58K (0.92%) | 0.00 Increased by 0.00% | May 31, 25 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 265.00K (0.90%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 257.97K (0.88%) | 0.00 Increased by 0.00% | May 30, 25 |
| 19 | SPDR® S&P Regional Banking ETF | 242.30K (0.83%) | 0.00 Increased by 0.00% | May 31, 25 |
| 20 | DFA US Small Cap I | 216.28K (0.74%) | 0.00 Increased by 0.00% | Feb 29, 24 |