| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.40M (10.44%) | 176.10K Increased by +12.55% | Dec 31, 24 |
| 2 | Dimensional Fund Advisors, Inc. | 1.08M (8.06%) | -70.94K Decreased by -6.54% | Dec 31, 24 |
| 3 | Pzena Investment Management, LLC | 962.10K (7.15%) | 242.47K Increased by +25.20% | Dec 31, 24 |
| 4 | Vanguard Group Inc | 951.43K (7.07%) | -19.08K Decreased by -2.01% | Dec 31, 24 |
| 5 | First Trust Advisors L.P. | 932.24K (6.93%) | 894.36K Increased by +95.94% | Jun 30, 24 |
| 6 | Renaissance Technologies Corp | 722.71K (5.37%) | -68.90K Decreased by -9.53% | Dec 31, 24 |
| 7 | Goldman Sachs Group Inc | 635.50K (4.73%) | 407.56K Increased by +64.13% | Dec 31, 24 |
| 8 | State Street Corporation | 580.91K (4.32%) | -4.95K Decreased by -0.85% | Mar 31, 24 |
| 9 | LSV Asset Management | 561.07K (4.17%) | -63.40K Decreased by -11.30% | Dec 31, 24 |
| 10 | Hotchkis & Wiley Capital Management LLC | 446.24K (3.32%) | 20.30K Increased by +4.55% | Dec 31, 24 |
| 11 | Cambria Investment Management, L.P. | 423.82K (3.15%) | 5.03K Increased by +1.19% | Dec 31, 24 |
| 12 | American Century Companies Inc | 404.32K (3.01%) | 36.09K Increased by +8.93% | Dec 31, 24 |
| 13 | State Street Corp | 398.94K (2.97%) | 24.24K Increased by +6.08% | Dec 31, 24 |
| 14 | Amvescap Plc. | 386.47K (2.87%) | 75.84K Increased by +19.62% | Jun 30, 24 |
| 15 | Jane Street Group LLC | 363.89K (2.71%) | 337.10K Increased by +92.64% | Sep 30, 24 |
| 16 | Geode Capital Management, LLC | 326.22K (2.43%) | 5.11K Increased by +1.57% | Dec 31, 24 |
| 17 | Millennium Management LLC | 320.90K (2.39%) | 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 (2.02%) | 135.56K Increased by +50.00% | Sep 30, 24 |
| 20 | Citadel Advisors Llc | 244.53K (1.82%) | 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 (6.63%) | 2.90K Increased by +0.33% | Jun 30, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 862.76K (6.42%) | 1.75K Increased by +0.20% | Jun 28, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 420.41K (3.13%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 4 | Cambria Shareholder Yield ETF | 398.89K (2.97%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 5 | Avantis US Small Cap Value ETF | 377.12K (2.80%) | 350.00 Increased by +0.09% | Mar 29, 25 |
| 6 | iShares Russell 2000 ETF | 373.95K (2.78%) | -3.25K Decreased by -0.87% | Mar 31, 25 |
| 7 | DFA US Small Cap Value I | 275.65K (2.05%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 8 | Invesco S&P SmallCap Value with Momt ETF | 246.22K (1.83%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | Philotimo Focused Growth and Income | 213.48K (1.59%) | 155.27K Increased by +72.74% | Dec 31, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 206.93K (1.54%) | 562.00 Increased by +0.27% | Feb 28, 25 |
| 11 | Schwab Fundamental US Small Company ETF | 164.89K (1.23%) | 0.00 Increased by 0.00% | Mar 29, 24 |
| 12 | Fidelity Small Cap Index | 147.37K (1.10%) | -2.76K Decreased by -1.87% | Jan 31, 25 |
| 13 | iShares S&P Small-Cap 600 Value ETF | 144.96K (1.08%) | -715.00 Decreased by -0.49% | Jun 28, 24 |
| 14 | Fidelity® Small Cap Index | 141.39K (1.05%) | 3.42K Increased by +2.42% | Oct 31, 23 |
| 15 | Multi-Manager Small Cap Eq Strat Inst | 139.01K (1.03%) | -2.00K Decreased by -1.44% | Feb 28, 25 |
| 16 | DFA US Targeted Value I | 134.81K (1.00%) | -9.60K Decreased by -7.12% | Feb 28, 25 |
| 17 | iShares Russell 2000 Value ETF | 134.42K (1.00%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Goldman Sachs Small Cp Val Insghts Instl | 123.94K (0.92%) | 19.94K Increased by +16.09% | Jan 31, 25 |
| 19 | Hotchkis & Wiley Sm Cp Divers Val I | 122.50K (0.91%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 122.24K (0.91%) | 120.00 Increased by +0.10% | Mar 28, 24 |