| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.96M (17.26%) | -82.09K Decreased by -2.07% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 2.64M (11.49%) | 16.60K Increased by +0.63% | Dec 31, 24 |
| 3 | State Street Corp | 1.26M (5.49%) | 10.36K Increased by +0.82% | Dec 31, 24 |
| 4 | State Street Corporation | 1.06M (4.60%) | 50.64K Increased by +4.80% | Mar 31, 24 |
| 5 | Fidelity International Ltd | 911.82K (3.97%) | -200.86K Decreased by -22.03% | Sep 30, 24 |
| 6 | FMR Inc | 783.81K (3.42%) | -181.74K Decreased by -23.19% | Dec 31, 24 |
| 7 | Fuller & Thaler Asset Management Inc | 674.14K (2.94%) | -18.86K Decreased by -2.80% | Dec 31, 24 |
| 8 | Dimensional Fund Advisors, Inc. | 640.51K (2.79%) | -12.53K Decreased by -1.96% | Dec 31, 24 |
| 9 | Geode Capital Management, LLC | 633.56K (2.76%) | 10.55K Increased by +1.67% | Dec 31, 24 |
| 10 | Morgan Stanley - Brokerage Accounts | 603.42K (2.63%) | 4.65K Increased by +0.77% | Dec 31, 24 |
| 11 | Neuberger Berman Group LLC | 558.10K (2.43%) | -10.76K Decreased by -1.93% | Dec 31, 24 |
| 12 | Giverny Capital Inc. | 504.74K (2.20%) | 17.62K Increased by +3.49% | Dec 31, 24 |
| 13 | First Trust Advisors L.P. | 485.73K (2.12%) | 199.66K Increased by +41.10% | Dec 31, 24 |
| 14 | BAMCO Inc | 458.77K (2.00%) | -33.52K Decreased by -7.31% | Dec 31, 24 |
| 15 | Vaughan Nelson Scarbrgh & Mccullough LP | 412.37K (1.80%) | 83.20K Increased by +20.18% | Dec 31, 24 |
| 16 | Van Berkom and Associates Inc | 373.46K (1.63%) | 25.97K Increased by +6.95% | Dec 31, 24 |
| 17 | Amvescap Plc. | 363.13K (1.58%) | 37.52K Increased by +10.33% | Sep 30, 24 |
| 18 | Goldman Sachs Group Inc | 357.01K (1.56%) | -2.61K Decreased by -0.73% | Dec 31, 24 |
| 19 | Loomis, Sayles & Company LP | 348.20K (1.52%) | -11.02K Decreased by -3.17% | Dec 31, 23 |
| 20 | Wasatch Advisors Inc. | 347.71K (1.52%) | -37.20K Decreased by -10.70% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.40M (6.08%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | American Funds SMALLCAP World A | 778.86K (3.39%) | 371.61K Increased by +47.71% | Mar 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 767.71K (3.35%) | 494.00 Increased by +0.06% | May 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 761.11K (3.32%) | 616.00 Increased by +0.08% | Sep 30, 24 |
| 5 | FullerThaler Behavioral Small-Cap Equity | 639.68K (2.79%) | -17.60K Decreased by -2.75% | Dec 31, 24 |
| 6 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 620.58K (2.70%) | 173.06K Increased by +27.89% | Sep 30, 23 |
| 7 | Fuller & Thaler Behavioral Small-Cap Eq | 620.58K (2.70%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | FullerThaler Behavioral Sm-Cp Eq R6 | 607.50K (2.65%) | -32.18K Decreased by -5.30% | Mar 31, 25 |
| 9 | Vanguard Small Cap Index | 603.54K (2.63%) | 3.06K Increased by +0.51% | May 31, 25 |
| 10 | iShares Russell 2000 ETF | 593.91K (2.59%) | 0.00 Increased by 0.00% | May 31, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 360.83K (1.57%) | 2.48K Increased by +0.69% | May 31, 25 |
| 12 | Baron Opp. Small Cap Growth Strategy | 350.00K (1.53%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | Baron Small Cap Retail | 350.00K (1.53%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | Neuberger Berman Genesis Inv | 340.17K (1.48%) | -3.39K Decreased by -1.00% | Mar 31, 25 |
| 15 | Vanguard Small Cap Growth Index Inv | 332.76K (1.45%) | -1.62K Decreased by -0.49% | May 31, 25 |
| 16 | First Trust SMID Cp Rising Div Achv ETF | 323.60K (1.41%) | 490.00 Increased by +0.15% | May 29, 25 |
| 17 | Van Berkom Sm-Cap Eq | 295.34K (1.29%) | 295.34K Increased by +100.00% | Jun 30, 24 |
| 18 | T. Rowe Price Integrated US SmCapGrEq | 286.26K (1.25%) | 143.13K Increased by +50.00% | Dec 31, 24 |
| 19 | Fidelity Small Cap Value Fund | 284.60K (1.24%) | 73.00K Increased by +25.65% | Mar 31, 25 |
| 20 | Fidelity Greater Canada Sr F | 275.00K (1.20%) | -25.00K Decreased by -9.09% | Mar 31, 25 |