| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.91M (15.96%) | 17.92K Increased by +0.46% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 2.91M (11.89%) | 56.79K Increased by +1.95% | Dec 31, 24 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 2.24M (9.12%) | -179.74K Decreased by -8.04% | Dec 31, 24 |
| 4 | FMR Inc | 2.07M (8.44%) | -129.13K Decreased by -6.24% | Dec 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 1.24M (5.05%) | 87.76K Increased by +7.09% | Dec 31, 24 |
| 6 | Pacer Advisors, INC. | 1.04M (4.22%) | -129.81K Decreased by -12.54% | Dec 31, 24 |
| 7 | State Street Corp | 1.00M (4.09%) | 51.20K Increased by +5.11% | Dec 31, 24 |
| 8 | State Street Corporation | 950.93K (3.88%) | 11.66K Increased by +1.23% | Mar 31, 24 |
| 9 | JPMorgan Chase & Co | 849.61K (3.47%) | -1.20M Decreased by -141.00% | Dec 31, 24 |
| 10 | American Century Companies Inc | 661.09K (2.70%) | 127.85K Increased by +19.34% | Dec 31, 24 |
| 11 | Principal Financial Group Inc | 643.51K (2.63%) | 11.29K Increased by +1.75% | Dec 31, 24 |
| 12 | Victory Capital Management Inc. | 636.27K (2.60%) | 15.06K Increased by +2.37% | Dec 31, 24 |
| 13 | Wells Fargo & Co | 623.43K (2.54%) | -64.87K Decreased by -10.40% | Dec 31, 24 |
| 14 | Geode Capital Management, LLC | 563.80K (2.30%) | -957.00 Decreased by -0.17% | Dec 31, 24 |
| 15 | Royce & Associates, LP | 546.62K (2.23%) | 172.59K Increased by +31.57% | Dec 31, 24 |
| 16 | Fiduciary Management, Inc. of Milwaukee | 498.86K (2.04%) | 3.34K Increased by +0.67% | Sep 30, 23 |
| 17 | Boston Partners Global Investors, Inc | 455.12K (1.86%) | -14.24K Decreased by -3.13% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 436.42K (1.78%) | 25.14K Increased by +5.76% | Dec 31, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 383.89K (1.57%) | -4.30K Decreased by -1.12% | Dec 31, 24 |
| 20 | Neuberger Berman Group LLC | 379.97K (1.55%) | -8.29K Decreased by -2.18% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.62M (6.62%) | -375.00 Decreased by -0.02% | Feb 28, 25 |
| 2 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 1.37M (5.60%) | 1.37M Increased by +99.93% | Jun 30, 24 |
| 3 | Fidelity® Low-Priced Stock | 1.16M (4.72%) | 612.37K Increased by +52.96% | Oct 31, 23 |
| 4 | Fidelity Low-Priced Stock | 1.16M (4.72%) | 344.00 Increased by +0.03% | Dec 31, 24 |
| 5 | Pacer US Small Cap Cash Cows 100 ETF | 893.93K (3.65%) | -6.49K Decreased by -0.73% | Feb 28, 25 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 764.71K (3.12%) | 618.00 Increased by +0.08% | Feb 28, 25 |
| 7 | iShares Russell 2000 ETF | 640.33K (2.61%) | -7.52K Decreased by -1.17% | Feb 28, 25 |
| 8 | Vanguard Small Cap Index | 617.60K (2.52%) | 504.00 Increased by +0.08% | Feb 28, 25 |
| 9 | Avantis US Small Cap Value ETF | 616.03K (2.51%) | 1.58K Increased by +0.26% | Feb 28, 25 |
| 10 | Vanguard Small Cap Value Index Inv | 406.71K (1.66%) | -1.25K Decreased by -0.31% | Feb 28, 25 |
| 11 | Virtus KAR Small-Cap Core I | 389.02K (1.59%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 385.03K (1.57%) | 536.00 Increased by +0.14% | Feb 28, 25 |
| 13 | Victory Sycamore Small Company Opp R | 385.00K (1.57%) | 15.00K Increased by +3.90% | Dec 31, 24 |
| 14 | Franklin Small Cap Value SMA Composite | 377.98K (1.54%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Victory Small Cap Value CIT (Net 75) | 370.00K (1.51%) | -15.00K Decreased by -4.05% | Sep 30, 24 |
| 16 | JPM Small Cap Equity-MA | 342.66K (1.40%) | 338.69K Increased by +98.84% | Jun 30, 24 |
| 17 | JPM US Small Cap Core-Composite | 342.66K (1.40%) | 4.26K Increased by +1.24% | Jun 30, 24 |
| 18 | Vanguard Small Cap Growth Index Inv | 337.40K (1.38%) | -3.22K Decreased by -0.96% | Aug 31, 24 |
| 19 | JPMorgan Small Cap Growth A | 323.09K (1.32%) | -2.73K Decreased by -0.84% | Jan 31, 25 |
| 20 | T. Rowe Price Small-Cap Value | 294.11K (1.20%) | -36.93K Decreased by -12.56% | Jun 30, 24 |