| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.11M (16.56%) | 36.24K Increased by +1.72% | Dec 31, 24 |
| 2 | Davenport & Company LLC | 1.26M (9.88%) | 19.84K Increased by +1.58% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 1.00M (7.89%) | 9.23K Increased by +0.92% | Dec 31, 24 |
| 4 | JPMorgan Chase & Co | 918.73K (7.23%) | -773.21K Decreased by -84.16% | Dec 31, 24 |
| 5 | First Trust Advisors L.P. | 702.79K (5.53%) | 158.09K Increased by +22.50% | Jun 30, 24 |
| 6 | State Street Corp | 518.63K (4.08%) | 16.60K Increased by +3.20% | Dec 31, 24 |
| 7 | State Street Corporation | 514.08K (4.04%) | 15.60K Increased by +3.03% | Mar 31, 24 |
| 8 | Pacer Advisors, INC. | 464.50K (3.65%) | 198.62K Increased by +42.76% | Dec 31, 23 |
| 9 | American Century Companies Inc | 404.07K (3.18%) | 34.38K Increased by +8.51% | Dec 31, 24 |
| 10 | HHG PLC | 384.72K (3.03%) | -3.94K Decreased by -1.02% | Dec 31, 24 |
| 11 | Geode Capital Management, LLC | 314.25K (2.47%) | -660.00 Decreased by -0.21% | Dec 31, 24 |
| 12 | Tributary Capital Management, LLC | 274.84K (2.16%) | -315.00 Decreased by -0.11% | Dec 31, 24 |
| 13 | Millennium Management LLC | 262.24K (2.06%) | 43.43K Increased by +16.56% | Sep 30, 23 |
| 14 | Fuller & Thaler Asset Management Inc | 245.19K (1.93%) | 245.19K Increased by +100.00% | Dec 31, 24 |
| 15 | Brown Advisory Holdings Inc | 215.48K (1.69%) | -7.83K Decreased by -3.63% | Dec 31, 24 |
| 16 | Wellington Management Company LLP | 210.50K (1.66%) | -9.12K Decreased by -4.33% | Dec 31, 24 |
| 17 | Morgan Stanley - Brokerage Accounts | 198.86K (1.56%) | -83.50K Decreased by -41.99% | Dec 31, 24 |
| 18 | TD Global Investment Solutions – TD Epoch | 196.78K (1.55%) | -19.64K Decreased by -9.98% | Mar 31, 24 |
| 19 | Amvescap Plc. | 183.83K (1.45%) | 83.36K Increased by +45.35% | Sep 30, 24 |
| 20 | Dimensional Fund Advisors, Inc. | 172.68K (1.36%) | -2.11K Decreased by -1.22% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 786.53K (6.19%) | 536.00 Increased by +0.07% | Mar 31, 25 |
| 2 | Davenport Small Cap Focus | 754.19K (5.93%) | -36.06K Decreased by -4.78% | Feb 28, 25 |
| 3 | First Trust SMID Cp Rising Div Achv ETF | 669.62K (5.27%) | 2.18K Increased by +0.33% | Jun 30, 24 |
| 4 | Pacer US Small Cap Cash Cows 100 ETF | 668.53K (5.26%) | 3.75K Increased by +0.56% | Apr 30, 24 |
| 5 | JPMorgan Small Cap Equity A | 441.49K (3.47%) | -44.97K Decreased by -10.19% | Feb 28, 25 |
| 6 | JPM Small Cap Equity-MA | 432.24K (3.40%) | -75.98K Decreased by -17.58% | Mar 31, 25 |
| 7 | JPM US Small Cap Core-Composite | 432.24K (3.40%) | -75.98K Decreased by -17.58% | Mar 31, 25 |
| 8 | Vanguard US Total Market Shares ETF | 415.20K (3.27%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 409.41K (3.22%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 10 | Avantis US Small Cap Value ETF | 373.09K (2.93%) | 460.00 Increased by +0.12% | Mar 29, 25 |
| 11 | Janus Henderson US Small Cap Growth | 361.94K (2.85%) | -716.00 Decreased by -0.20% | Dec 31, 24 |
| 12 | Janus Henderson US Small Cap Growth MA | 361.94K (2.85%) | 361.94K Increased by +100.00% | Dec 31, 24 |
| 13 | Janus Henderson Venture D | 361.94K (2.85%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 14 | iShares Russell 2000 ETF | 335.12K (2.64%) | -2.92K Decreased by -0.87% | Mar 31, 25 |
| 15 | FullerThaler Behavioral Sm-Cp Eq R6 | 236.50K (1.86%) | 236.50K Increased by +100.00% | Dec 31, 24 |
| 16 | FullerThaler Behavioral Small-Cap Equity | 236.50K (1.86%) | 236.50K Increased by +100.00% | Dec 31, 24 |
| 17 | Tributary Small Cap Equity | 200.65K (1.58%) | -21.00 Decreased by -0.01% | Feb 28, 25 |
| 18 | Vanguard Institutional Extnd Mkt Idx Tr | 190.94K (1.50%) | 2.61K Increased by +1.37% | Feb 28, 25 |
| 19 | Tributary Small Company Instl | 164.42K (1.29%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 20 | Fidelity® Small Cap Index | 130.67K (1.03%) | 3.58K Increased by +2.74% | Oct 31, 23 |