| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.71M (17.73%) | 96.68K Increased by +2.05% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 3.67M (13.81%) | 165.63K Increased by +4.51% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 2.06M (7.74%) | 16.30K Increased by +0.79% | Dec 31, 24 |
| 4 | Semper Augustus Investments Group LLC | 1.39M (5.25%) | 756.00 Increased by +0.05% | Jun 30, 24 |
| 5 | State Street Corp | 1.31M (4.93%) | 299.25K Increased by +22.85% | Dec 31, 24 |
| 6 | Renaissance Technologies Corp | 1.15M (4.33%) | -15.20K Decreased by -1.32% | Dec 31, 24 |
| 7 | State Street Corporation | 1.03M (3.88%) | 11.04K Increased by +1.07% | Mar 31, 24 |
| 8 | Amvescap Plc. | 725.74K (2.73%) | 871.00 Increased by +0.12% | Dec 31, 24 |
| 9 | Geode Capital Management, LLC | 622.72K (2.34%) | -736.00 Decreased by -0.12% | Dec 31, 24 |
| 10 | Goldman Sachs Group Inc | 509.80K (1.92%) | 89.06K Increased by +17.47% | Dec 31, 24 |
| 11 | Arrowstreet Capital Limited Partnership | 485.77K (1.83%) | 4.37K Increased by +0.90% | Dec 31, 24 |
| 12 | Ameriprise Financial Inc | 438.84K (1.65%) | -19.03K Decreased by -4.34% | Sep 30, 24 |
| 13 | Charles Schwab Investment Management Inc | 429.75K (1.62%) | -26.08K Decreased by -6.07% | Dec 31, 24 |
| 14 | ABSHER WEALTH MANAGEMENT, LLC | 426.24K (1.60%) | -273.47K Decreased by -64.16% | Jun 30, 24 |
| 15 | Driehaus Capital Management LLC | 415.07K (1.56%) | 3.65K Increased by +0.88% | Sep 30, 24 |
| 16 | Morgan Stanley - Brokerage Accounts | 409.21K (1.54%) | -34.39K Decreased by -8.40% | Dec 31, 24 |
| 17 | Jacobs Levy Equity Management, Inc. | 370.14K (1.39%) | 1.83K Increased by +0.50% | Dec 31, 24 |
| 18 | American Century Companies Inc | 304.99K (1.15%) | 148.30K Increased by +48.62% | Dec 31, 24 |
| 19 | Bank of New York Mellon Corp | 302.66K (1.14%) | 14.33K Increased by +4.73% | Dec 31, 24 |
| 20 | Nuveen Asset Management, LLC | 293.69K (1.11%) | -35.89K Decreased by -12.22% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.70M (6.41%) | -438.00 Decreased by -0.03% | Feb 28, 25 |
| 2 | SA Fundamental Intrinsic Value Equity | 1.37M (5.17%) | 6.76K Increased by +0.49% | Mar 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 871.13K (3.28%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 4 | iShares Russell 2000 ETF | 709.16K (2.67%) | -8.32K Decreased by -1.17% | Feb 28, 25 |
| 5 | Vanguard Small Cap Index | 706.79K (2.66%) | 567.00 Increased by +0.08% | Feb 28, 25 |
| 6 | Vanguard Small Cap Value Index Inv | 464.93K (1.75%) | -2.25K Decreased by -0.49% | Feb 28, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 405.15K (1.53%) | 583.00 Increased by +0.14% | Feb 28, 25 |
| 8 | DFA US Targeted Value I | 395.15K (1.49%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 9 | BlackRock Advantage Small Cap Core Instl | 386.04K (1.45%) | -8.57K Decreased by -2.22% | Dec 31, 23 |
| 10 | Avantis US Small Cap Value ETF | 329.88K (1.24%) | 770.00 Increased by +0.23% | Feb 28, 25 |
| 11 | Dimensional US Targeted Value ETF | 311.09K (1.17%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 12 | BGF World Financials A2 | 305.44K (1.15%) | 22.92K Increased by +7.50% | Nov 30, 24 |
| 13 | iShares S&P Small-Cap 600 Value ETF | 272.42K (1.03%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 14 | Fidelity Small Cap Index | 270.96K (1.02%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | Fidelity® Small Cap Index | 259.08K (0.98%) | 7.09K Increased by +2.74% | Oct 31, 23 |
| 16 | DFA US Micro Cap I | 251.76K (0.95%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 17 | iShares S&P Small-Cap 600 Growth ETF | 245.40K (0.92%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 18 | SPDR® S&P Insurance ETF | 238.30K (0.90%) | -15.92K Decreased by -6.68% | Feb 28, 25 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 237.62K (0.89%) | -264.00 Decreased by -0.11% | Feb 28, 25 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 234.53K (0.88%) | 0.00 Increased by 0.00% | Apr 30, 24 |