| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.58M (11.53%) | -8.26K Decreased by -0.52% | Jun 30, 25 |
| 2 | Pzena Investment Management, LLC | 1.56M (11.38%) | 594.48K Increased by +38.09% | Jun 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 957.25K (6.98%) | -74.40K Decreased by -7.77% | Jun 30, 25 |
| 4 | First Trust Advisors L.P. | 932.24K (6.80%) | 894.36K Increased by +95.94% | Jun 30, 24 |
| 5 | Vanguard Group Inc | 882.77K (6.44%) | 9.33K Increased by +1.06% | Jun 30, 25 |
| 6 | Renaissance Technologies Corp | 717.61K (5.23%) | 4.00K Increased by +0.56% | Jun 30, 25 |
| 7 | State Street Corporation | 580.91K (4.24%) | -4.95K Decreased by -0.85% | Mar 31, 24 |
| 8 | Goldman Sachs Group Inc | 538.60K (3.93%) | -80.81K Decreased by -15.00% | Jun 30, 25 |
| 9 | LSV Asset Management | 528.17K (3.85%) | -15.60K Decreased by -2.95% | Jun 30, 25 |
| 10 | Hotchkis & Wiley Capital Management LLC | 521.19K (3.80%) | 76.02K Increased by +14.59% | Jun 30, 25 |
| 11 | American Century Companies Inc | 464.63K (3.39%) | 32.41K Increased by +6.98% | Jun 30, 25 |
| 12 | Amvescap Plc. | 386.47K (2.82%) | 75.84K Increased by +19.62% | Jun 30, 24 |
| 13 | Cambria Investment Management, L.P. | 346.34K (2.53%) | -38.31K Decreased by -11.06% | Jun 30, 25 |
| 14 | Arrowstreet Capital Limited Partnership | 337.89K (2.46%) | 24.95K Increased by +7.38% | Jun 30, 25 |
| 15 | Geode Capital Management, LLC | 326.00K (2.38%) | -12.16K Decreased by -3.73% | Jun 30, 25 |
| 16 | Millennium Management LLC | 320.90K (2.34%) | 195.90K Increased by +61.05% | Sep 30, 24 |
| 17 | State Street Corp | 308.30K (2.25%) | -3.76K Decreased by -1.22% | Jun 30, 25 |
| 18 | Citadel Advisors Llc | 244.53K (1.78%) | 105.61K Increased by +43.19% | Sep 30, 24 |
| 19 | Charles Schwab Investment Management Inc | 240.47K (1.75%) | 60.05K Increased by +24.97% | Jun 30, 25 |
| 20 | Jacobs Levy Equity Management, Inc. | 227.97K (1.66%) | 7.63K Increased by +3.35% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 891.59K (6.50%) | 2.90K Increased by +0.33% | Jun 30, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 862.76K (6.29%) | 1.75K Increased by +0.20% | Jun 28, 24 |
| 3 | Vanguard US Total Market Shares ETF | 435.60K (3.18%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Avantis US Small Cap Value ETF | 412.05K (3.01%) | 528.00 Increased by +0.13% | Aug 30, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 411.34K (3.00%) | -9.07K Decreased by -2.21% | Jul 31, 25 |
| 6 | iShares Russell 2000 ETF | 332.92K (2.43%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 7 | Cambria Shareholder Yield ETF | 325.84K (2.38%) | -1.21K Decreased by -0.37% | Aug 29, 25 |
| 8 | Invesco S&P SmallCap Value with Momt ETF | 246.22K (1.80%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | DFA US Small Cap Value I | 224.46K (1.64%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | Philotimo Focused Growth and Income | 213.48K (1.56%) | 155.27K Increased by +72.74% | Dec 31, 24 |
| 11 | Schwab Fundamental US Small Company ETF | 164.89K (1.20%) | 0.00 Increased by 0.00% | Mar 29, 24 |
| 12 | Multi-Manager Small Cap Eq Strat Inst | 162.18K (1.18%) | -8.79K Decreased by -5.42% | Jul 31, 25 |
| 13 | BlackRock Global Equity Mkt Netrl Instl | 160.99K (1.17%) | 28.57K Increased by +17.75% | Jul 31, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 152.51K (1.11%) | -68.10K Decreased by -44.65% | Jul 31, 25 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 144.96K (1.06%) | -715.00 Decreased by -0.49% | Jun 28, 24 |
| 16 | Fidelity® Small Cap Index | 141.39K (1.03%) | 3.42K Increased by +2.42% | Oct 31, 23 |
| 17 | Fidelity Small Cap Index | 139.78K (1.02%) | -13.63K Decreased by -9.75% | Jun 30, 25 |
| 18 | GS Glb Sm Cp CORE Eq Base Inc USD Close | 138.85K (1.01%) | 29.03K Increased by +20.91% | Jul 31, 25 |
| 19 | DFA US Targeted Value I | 128.77K (0.94%) | -6.04K Decreased by -4.69% | Jul 31, 25 |
| 20 | iShares Russell 2000 Value ETF | 125.68K (0.92%) | 0.00 Increased by 0.00% | Aug 31, 25 |