| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.59M (11.79%) | 186.02K Increased by +11.70% | Mar 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 1.03M (7.65%) | -52.81K Decreased by -5.12% | Mar 31, 25 |
| 3 | Pzena Investment Management, LLC | 966.08K (7.17%) | 3.98K Increased by +0.41% | Mar 31, 25 |
| 4 | First Trust Advisors L.P. | 932.24K (6.92%) | 894.36K Increased by +95.94% | Jun 30, 24 |
| 5 | Vanguard Group Inc | 873.45K (6.48%) | -77.98K Decreased by -8.93% | Mar 31, 25 |
| 6 | Renaissance Technologies Corp | 713.61K (5.29%) | -9.10K Decreased by -1.28% | Mar 31, 25 |
| 7 | Goldman Sachs Group Inc | 619.41K (4.60%) | -16.08K Decreased by -2.60% | Mar 31, 25 |
| 8 | State Street Corporation | 580.91K (4.31%) | -4.95K Decreased by -0.85% | Mar 31, 24 |
| 9 | LSV Asset Management | 543.77K (4.03%) | -17.30K Decreased by -3.18% | Mar 31, 25 |
| 10 | Hotchkis & Wiley Capital Management LLC | 445.17K (3.30%) | -1.07K Decreased by -0.24% | Mar 31, 25 |
| 11 | American Century Companies Inc | 432.22K (3.21%) | 27.90K Increased by +6.45% | Mar 31, 25 |
| 12 | Amvescap Plc. | 386.47K (2.87%) | 75.84K Increased by +19.62% | Jun 30, 24 |
| 13 | Cambria Investment Management, L.P. | 384.65K (2.85%) | -39.17K Decreased by -10.18% | Mar 31, 25 |
| 14 | Jane Street Group LLC | 363.89K (2.70%) | 337.10K Increased by +92.64% | Sep 30, 24 |
| 15 | Geode Capital Management, LLC | 338.16K (2.51%) | 11.94K Increased by +3.53% | Mar 31, 25 |
| 16 | Millennium Management LLC | 320.90K (2.38%) | 195.90K Increased by +61.05% | Sep 30, 24 |
| 17 | Arrowstreet Capital Limited Partnership | 312.94K (2.32%) | 207.88K Increased by +66.43% | Mar 31, 25 |
| 18 | State Street Corp | 312.06K (2.32%) | -86.87K Decreased by -27.84% | Mar 31, 25 |
| 19 | Citadel Advisors Llc | 244.53K (1.81%) | 105.61K Increased by +43.19% | Sep 30, 24 |
| 20 | Morgan Stanley - Brokerage Accounts | 241.92K (1.79%) | 54.83K Increased by +22.67% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 891.59K (6.62%) | 2.90K Increased by +0.33% | Jun 30, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 862.76K (6.40%) | 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% | Apr 30, 25 |
| 5 | Avantis US Small Cap Value ETF | 383.60K (2.85%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 6 | iShares Russell 2000 ETF | 362.46K (2.69%) | 61.00 Increased by +0.02% | Apr 30, 25 |
| 7 | Cambria Shareholder Yield ETF | 362.10K (2.69%) | -2.37K Decreased by -0.66% | Apr 30, 25 |
| 8 | Invesco S&P SmallCap Value with Momt ETF | 246.22K (1.83%) | 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 | 216.62K (1.61%) | 775.00 Increased by +0.36% | Apr 30, 25 |
| 11 | Philotimo Focused Growth and Income | 213.48K (1.58%) | 155.27K Increased by +72.74% | Dec 31, 24 |
| 12 | Multi-Manager Small Cap Eq Strat Inst | 170.96K (1.27%) | 32.62K Increased by +19.08% | Apr 30, 25 |
| 13 | Schwab Fundamental US Small Company ETF | 164.89K (1.22%) | 0.00 Increased by 0.00% | Mar 29, 24 |
| 14 | Fidelity Small Cap Index | 148.30K (1.10%) | 933.00 Increased by +0.63% | Feb 28, 25 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 144.96K (1.08%) | -715.00 Decreased by -0.49% | Jun 28, 24 |
| 16 | Fidelity® Small Cap Index | 141.39K (1.05%) | 3.42K Increased by +2.42% | Oct 31, 23 |
| 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%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | Goldman Sachs Small Cp Val Insghts Instl | 123.94K (0.92%) | 19.94K Increased by +16.09% | Jan 31, 25 |