| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.59M (14.55%) | -99.28K Decreased by -2.76% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 1.88M (7.60%) | -15.28K Decreased by -0.81% | Jun 30, 25 |
| 3 | Neuberger Berman Group LLC | 1.51M (6.12%) | 259.18K Increased by +17.14% | Jun 30, 25 |
| 4 | State Street Corp | 1.35M (5.48%) | 57.25K Increased by +4.23% | Jun 30, 25 |
| 5 | State Street Corporation | 1.21M (4.89%) | -11.81K Decreased by -0.98% | Mar 31, 24 |
| 6 | Charles Schwab Investment Management Inc | 1.02M (4.14%) | 24.40K Increased by +2.38% | Jun 30, 25 |
| 7 | Victory Capital Management Inc. | 916.56K (3.71%) | -175.82K Decreased by -19.18% | Jun 30, 25 |
| 8 | Silvercrest Asset Management Group LLC | 881.94K (3.57%) | -60.07K Decreased by -6.81% | Jun 30, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 731.74K (2.96%) | -31.35K Decreased by -4.28% | Jun 30, 25 |
| 10 | Copeland Capital Management, LLC | 689.11K (2.79%) | -51.51K Decreased by -7.47% | Jun 30, 25 |
| 11 | Geode Capital Management, LLC | 622.04K (2.52%) | 511.00 Increased by +0.08% | Jun 30, 25 |
| 12 | Neumeier Investment Counsel LLC | 464.43K (1.88%) | -10.68K Decreased by -2.30% | Jun 30, 25 |
| 13 | First Trust Advisors L.P. | 383.52K (1.55%) | 307.37K Increased by +80.14% | Jun 30, 25 |
| 14 | Northern Trust Corp | 356.53K (1.44%) | -120.46K Decreased by -33.79% | Jun 30, 25 |
| 15 | Millennium Management LLC | 343.34K (1.39%) | 144.02K Increased by +41.95% | Jun 30, 25 |
| 16 | BTIM Corp | 337.72K (1.37%) | -193.00 Decreased by -0.06% | Jun 30, 24 |
| 17 | Fuller & Thaler Asset Management Inc | 335.90K (1.36%) | 52.30K Increased by +15.57% | Jun 30, 25 |
| 18 | Ameriprise Financial Inc | 325.91K (1.32%) | -2.97K Decreased by -0.91% | Jun 30, 25 |
| 19 | NFJ Investment Group, LLC | 283.69K (1.15%) | 131.95K Increased by +46.51% | Jun 30, 25 |
| 20 | Eagle Asset Management, Inc. | 250.14K (1.01%) | 56.93K Increased by +22.76% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.52M (6.15%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Victory Small Cap Value CIT (Net 75) | 1.00M (4.07%) | -76.00K Decreased by -7.56% | Dec 31, 24 |
| 3 | Neuberger Berman Genesis Inv | 963.77K (3.90%) | 155.78K Increased by +16.16% | Jun 30, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 773.05K (3.13%) | -16.25K Decreased by -2.10% | Jul 31, 25 |
| 5 | Vanguard US Total Market Shares ETF | 755.48K (3.06%) | 963.00 Increased by +0.13% | Sep 30, 24 |
| 6 | Schwab US Dividend Equity ETF™ | 727.19K (2.94%) | 143.00 Increased by +0.02% | Aug 30, 25 |
| 7 | Victory Sycamore Small Company Opp R | 674.00K (2.73%) | -132.00K Decreased by -19.58% | Jun 30, 25 |
| 8 | iShares Russell 2000 ETF | 601.37K (2.43%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 9 | Neumeier Poma Small Cap Value | 402.70K (1.63%) | -10.00K Decreased by -2.48% | Jun 30, 25 |
| 10 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 328.31K (1.33%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Fuller & Thaler Behavioral Small-Cap Eq | 328.31K (1.33%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | First Trust RBA Amer Indl RenaisTM ETF | 322.95K (1.31%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | FullerThaler Behavioral Sm-Cp Eq R6 | 319.21K (1.29%) | 54.20K Increased by +16.98% | Jun 30, 25 |
| 14 | FullerThaler Behavioral Small-Cap Equity | 319.21K (1.29%) | 54.20K Increased by +16.98% | Jun 30, 25 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 275.58K (1.12%) | -123.37K Decreased by -44.77% | Jul 31, 25 |
| 16 | Fidelity Small Cap Index | 258.15K (1.05%) | 4.56K Increased by +1.77% | Jun 30, 25 |
| 17 | Fidelity® Small Cap Index | 240.76K (0.97%) | 7.18K Increased by +2.98% | Oct 31, 23 |
| 18 | Columbia Acorn Inst | 232.73K (0.94%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | Bridge Builder Small/Mid Cap Value | 225.44K (0.91%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 224.85K (0.91%) | 230.00 Increased by +0.10% | Mar 28, 24 |