| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.40M (10.40%) | 176.10K Increased by +12.55% | Dec 31, 24 |
| 2 | Dimensional Fund Advisors, Inc. | 1.08M (8.04%) | -70.94K Decreased by -6.54% | Dec 31, 24 |
| 3 | Pzena Investment Management, LLC | 962.10K (7.13%) | 242.47K Increased by +25.20% | Dec 31, 24 |
| 4 | Vanguard Group Inc | 951.43K (7.05%) | -19.08K Decreased by -2.01% | Dec 31, 24 |
| 5 | First Trust Advisors L.P. | 932.24K (6.91%) | 894.36K Increased by +95.94% | Jun 30, 24 |
| 6 | Renaissance Technologies Corp | 722.71K (5.36%) | -68.90K Decreased by -9.53% | Dec 31, 24 |
| 7 | Goldman Sachs Group Inc | 635.50K (4.71%) | 407.56K Increased by +64.13% | Dec 31, 24 |
| 8 | State Street Corporation | 580.91K (4.31%) | -4.95K Decreased by -0.85% | Mar 31, 24 |
| 9 | LSV Asset Management | 561.07K (4.16%) | -63.40K Decreased by -11.30% | Dec 31, 24 |
| 10 | Hotchkis & Wiley Capital Management LLC | 446.24K (3.31%) | 20.30K Increased by +4.55% | Dec 31, 24 |
| 11 | Cambria Investment Management, L.P. | 423.82K (3.14%) | 5.03K Increased by +1.19% | Dec 31, 24 |
| 12 | American Century Companies Inc | 404.32K (3.00%) | 36.09K Increased by +8.93% | Dec 31, 24 |
| 13 | State Street Corp | 398.94K (2.96%) | 24.24K Increased by +6.08% | Dec 31, 24 |
| 14 | Amvescap Plc. | 386.47K (2.86%) | 75.84K Increased by +19.62% | Jun 30, 24 |
| 15 | Jane Street Group LLC | 363.89K (2.70%) | 337.10K Increased by +92.64% | Sep 30, 24 |
| 16 | Geode Capital Management, LLC | 326.22K (2.42%) | 5.11K Increased by +1.57% | Dec 31, 24 |
| 17 | Millennium Management LLC | 320.90K (2.38%) | 195.90K Increased by +61.05% | Sep 30, 24 |
| 18 | Jacobs Levy Equity Management, Inc. | 301.68K (2.24%) | 78.55K Increased by +26.04% | Dec 31, 24 |
| 19 | Arrowstreet Capital Limited Partnership | 271.11K (2.01%) | 135.56K Increased by +50.00% | Sep 30, 24 |
| 20 | Citadel Advisors Llc | 244.53K (1.81%) | 105.61K Increased by +43.19% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 891.59K (6.61%) | 2.90K Increased by +0.33% | Jun 30, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 862.76K (6.39%) | 1.75K Increased by +0.20% | Jun 28, 24 |
| 3 | Vanguard US Total Market Shares ETF | 435.60K (3.23%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 420.41K (3.12%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 5 | Avantis US Small Cap Value ETF | 383.60K (2.84%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 6 | iShares Russell 2000 ETF | 362.39K (2.69%) | -2.93K Decreased by -0.81% | Apr 29, 25 |
| 7 | Cambria Shareholder Yield ETF | 362.10K (2.68%) | -2.37K Decreased by -0.66% | Apr 30, 25 |
| 8 | Invesco S&P SmallCap Value with Momt ETF | 246.22K (1.82%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | DFA US Small Cap Value I | 242.94K (1.80%) | -32.71K Decreased by -13.46% | Mar 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 215.84K (1.60%) | 8.91K Increased by +4.13% | Mar 31, 25 |
| 11 | Philotimo Focused Growth and Income | 213.48K (1.58%) | 155.27K Increased by +72.74% | Dec 31, 24 |
| 12 | Schwab Fundamental US Small Company ETF | 164.89K (1.22%) | 0.00 Increased by 0.00% | Mar 29, 24 |
| 13 | Fidelity Small Cap Index | 148.30K (1.10%) | 933.00 Increased by +0.63% | Feb 28, 25 |
| 14 | iShares S&P Small-Cap 600 Value ETF | 144.96K (1.07%) | -715.00 Decreased by -0.49% | Jun 28, 24 |
| 15 | Fidelity® Small Cap Index | 141.39K (1.05%) | 3.42K Increased by +2.42% | Oct 31, 23 |
| 16 | Multi-Manager Small Cap Eq Strat Inst | 138.34K (1.03%) | -670.00 Decreased by -0.48% | Mar 31, 25 |
| 17 | iShares Russell 2000 Value ETF | 136.65K (1.01%) | -465.00 Decreased by -0.34% | Apr 30, 25 |
| 18 | DFA US Targeted Value I | 134.81K (1.00%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | BlackRock Global Equity Mkt Netrl Instl | 126.19K (0.94%) | 5.89K Increased by +4.67% | Mar 31, 25 |
| 20 | Goldman Sachs Small Cp Val Insghts Instl | 123.94K (0.92%) | 19.94K Increased by +16.09% | Jan 31, 25 |