| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.98M (15.91%) | -280.86K Decreased by -9.44% | Jun 30, 25 |
| 2 | American Century Companies Inc | 2.43M (13.00%) | 345.83K Increased by +14.22% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 1.50M (8.04%) | -28.82K Decreased by -1.92% | Jun 30, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 1.29M (6.87%) | -98.15K Decreased by -7.64% | Jun 30, 25 |
| 5 | State Street Corporation | 961.27K (5.14%) | 79.26K Increased by +8.25% | Mar 31, 24 |
| 6 | Broad Bay Capital Management, LP | 839.09K (4.49%) | -4.67K Decreased by -0.56% | Jun 30, 25 |
| 7 | State Street Corp | 824.36K (4.41%) | -87.06K Decreased by -10.56% | Jun 30, 25 |
| 8 | Easterly Investment Partners. | 734.28K (3.93%) | 225.99K Increased by +30.78% | Jun 30, 25 |
| 9 | Amvescap Plc. | 716.08K (3.83%) | 383.93K Increased by +53.62% | Jun 30, 25 |
| 10 | Private Management Group Inc | 583.22K (3.12%) | 24.12K Increased by +4.14% | Jun 30, 25 |
| 11 | Citadel Advisors Llc | 465.97K (2.49%) | -121.48K Decreased by -26.07% | Jun 30, 25 |
| 12 | Geode Capital Management, LLC | 448.73K (2.40%) | -54.38K Decreased by -12.12% | Jun 30, 25 |
| 13 | CenterBook Partners LP | 444.74K (2.38%) | 270.86K Increased by +60.90% | Mar 31, 25 |
| 14 | Intrinsic Edge Capital Management, LLC | 403.42K (2.16%) | 403.42K Increased by +100.00% | Mar 31, 24 |
| 15 | Charles Schwab Investment Management Inc | 375.44K (2.01%) | 90.09K Increased by +24.00% | Jun 30, 25 |
| 16 | Royce & Associates, LP | 371.11K (1.98%) | -30.08K Decreased by -8.11% | Jun 30, 25 |
| 17 | SEI Investments Co | 366.21K (1.96%) | 26.92K Increased by +7.35% | Mar 31, 25 |
| 18 | Goldman Sachs Group Inc | 348.66K (1.86%) | 142.78K Increased by +40.95% | Mar 31, 25 |
| 19 | SG Capital Management, LLC | 323.87K (1.73%) | 323.87K Increased by +100.00% | Mar 31, 24 |
| 20 | Bridgeway Capital Management, LLC | 322.05K (1.72%) | 6.16K Increased by +1.91% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Century Small Cap Value Inv | 1.58M (8.44%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | American Century U.S. Small Cap Value | 1.58M (8.44%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | iShares Core S&P Small-Cap ETF | 1.12M (6.01%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 634.15K (3.39%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 593.83K (3.17%) | -41.26K Decreased by -6.95% | Jul 31, 25 |
| 6 | iShares Russell 2000 ETF | 462.31K (2.47%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 7 | Invesco S&P SmallCap Value with Momt ETF | 389.59K (2.08%) | 1.52K Increased by +0.39% | Aug 29, 25 |
| 8 | American Cent US Sm Cap Val Eq Tr CL R2 | 303.44K (1.62%) | 4.00K Increased by +1.32% | Aug 31, 25 |
| 9 | DFA US Small Cap Value I | 300.81K (1.61%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | American Century US Small Cap Val Eq Tr | 284.67K (1.52%) | 24.89K Increased by +8.74% | Mar 31, 25 |
| 11 | American Century US Small Cp Val Eq Tr R | 284.67K (1.52%) | 24.89K Increased by +8.74% | Mar 31, 25 |
| 12 | Schwab Fundamental US Small Company ETF | 252.20K (1.35%) | 1.30K Increased by +0.52% | Mar 29, 24 |
| 13 | Strategic Advisers U.S. Total Stock | 211.90K (1.13%) | 52.44K Increased by +24.75% | Jul 31, 25 |
| 14 | First Eagle Small Cap Opportunity I | 211.19K (1.13%) | 2.71K Increased by +1.29% | Jul 31, 25 |
| 15 | First Eagle US Small Cap Strategy | 209.77K (1.12%) | 41.45K Increased by +19.76% | Jun 30, 25 |
| 16 | Fidelity® Small Cap Index | 206.18K (1.10%) | 5.92K Increased by +2.87% | Oct 31, 23 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 204.44K (1.09%) | -89.31K Decreased by -43.68% | Jul 31, 25 |
| 18 | Royce Small-Cap Opportunity Invmt | 200.60K (1.07%) | -10.77K Decreased by -5.37% | Jun 30, 25 |
| 19 | Schwab Fundamental U.S. Small CompanyETF | 194.77K (1.04%) | -195.00 Decreased by -0.10% | Jun 29, 24 |
| 20 | Fidelity Small Cap Index | 189.82K (1.01%) | -32.58K Decreased by -17.17% | Jun 30, 25 |