| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.69M (14.93%) | -45.74K Decreased by -1.24% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 1.89M (7.65%) | -47.41K Decreased by -2.50% | Mar 31, 25 |
| 3 | State Street Corp | 1.30M (5.24%) | -92.76K Decreased by -7.15% | Mar 31, 25 |
| 4 | Neuberger Berman Group LLC | 1.25M (5.06%) | -7.74K Decreased by -0.62% | Mar 31, 25 |
| 5 | State Street Corporation | 1.21M (4.88%) | -11.81K Decreased by -0.98% | Mar 31, 24 |
| 6 | Victory Capital Management Inc. | 1.09M (4.41%) | -253.73K Decreased by -23.23% | Mar 31, 25 |
| 7 | Charles Schwab Investment Management Inc | 999.03K (4.04%) | 52.75K Increased by +5.28% | Mar 31, 25 |
| 8 | Silvercrest Asset Management Group LLC | 942.02K (3.81%) | -14.55K Decreased by -1.54% | Mar 31, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 763.09K (3.08%) | -44.44K Decreased by -5.82% | Mar 31, 25 |
| 10 | Copeland Capital Management, LLC | 740.62K (2.99%) | -23.56K Decreased by -3.18% | Mar 31, 25 |
| 11 | Geode Capital Management, LLC | 621.53K (2.51%) | 19.04K Increased by +3.06% | Mar 31, 25 |
| 12 | Northern Trust Corp | 477.00K (1.93%) | 10.73K Increased by +2.25% | Mar 31, 25 |
| 13 | Neumeier Investment Counsel LLC | 475.10K (1.92%) | -1.01K Decreased by -0.21% | Mar 31, 25 |
| 14 | BTIM Corp | 337.72K (1.36%) | -193.00 Decreased by -0.06% | Jun 30, 24 |
| 15 | Ameriprise Financial Inc | 328.88K (1.33%) | -15.20K Decreased by -4.62% | Mar 31, 25 |
| 16 | First Trust Advisors L.P. | 307.24K (1.24%) | 107.77K Increased by +35.07% | Dec 31, 24 |
| 17 | Goldman Sachs Group Inc | 284.20K (1.15%) | -110.61K Decreased by -38.92% | Mar 31, 25 |
| 18 | Fuller & Thaler Asset Management Inc | 283.61K (1.15%) | 680.00 Increased by +0.24% | Mar 31, 25 |
| 19 | Morgan Stanley - Brokerage Accounts | 256.25K (1.04%) | -191.00 Decreased by -0.07% | Mar 31, 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 | 1.53M (6.17%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | Victory Small Cap Value CIT (Net 75) | 1.00M (4.06%) | -76.00K Decreased by -7.56% | Dec 31, 24 |
| 3 | Neuberger Berman Genesis Inv | 807.99K (3.26%) | -8.06K Decreased by -1.00% | Mar 31, 25 |
| 4 | Victory Sycamore Small Company Opp R | 806.00K (3.26%) | -199.00K Decreased by -24.69% | Mar 31, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 784.87K (3.17%) | 834.00 Increased by +0.11% | May 31, 25 |
| 6 | Vanguard US Total Market Shares ETF | 755.48K (3.05%) | 963.00 Increased by +0.13% | Sep 30, 24 |
| 7 | Schwab US Dividend Equity ETF™ | 731.33K (2.95%) | 504.00 Increased by +0.07% | May 31, 25 |
| 8 | iShares Russell 2000 ETF | 615.02K (2.48%) | 0.00 Increased by 0.00% | May 31, 25 |
| 9 | Neumeier Poma Small Cap Value | 412.70K (1.67%) | 14.08K Increased by +3.41% | Mar 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 397.62K (1.61%) | 10.02K Increased by +2.52% | May 31, 25 |
| 11 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 328.31K (1.33%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Fuller & Thaler Behavioral Small-Cap Eq | 328.31K (1.33%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | First Trust RBA Amer Indl RenaisTM ETF | 314.24K (1.27%) | 1.34K Increased by +0.43% | May 29, 25 |
| 14 | FullerThaler Behavioral Sm-Cp Eq R6 | 265.01K (1.07%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | FullerThaler Behavioral Small-Cap Equity | 265.01K (1.07%) | -7.40K Decreased by -2.79% | Dec 31, 24 |
| 16 | Fidelity Small Cap Index | 250.44K (1.01%) | 1.37K Increased by +0.55% | Mar 31, 25 |
| 17 | Fidelity® Small Cap Index | 240.76K (0.97%) | 7.18K Increased by +2.98% | Oct 31, 23 |
| 18 | Bridge Builder Small/Mid Cap Value | 235.50K (0.95%) | 273.00 Increased by +0.12% | May 31, 25 |
| 19 | Columbia Acorn Inst | 232.73K (0.94%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 224.85K (0.91%) | 230.00 Increased by +0.10% | Mar 28, 24 |