| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.68M (15.59%) | -73.55K Decreased by -1.29% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 4.58M (12.57%) | 15.44K Increased by +0.34% | Jun 30, 25 |
| 3 | State Street Corp | 1.95M (5.34%) | -17.41K Decreased by -0.89% | Jun 30, 25 |
| 4 | State Street Corporation | 1.48M (4.07%) | 471.15K Increased by +31.78% | Mar 31, 24 |
| 5 | Geode Capital Management, LLC | 912.74K (2.50%) | 15.76K Increased by +1.73% | Jun 30, 25 |
| 6 | Victory Capital Management Inc. | 761.73K (2.09%) | -53.73K Decreased by -7.05% | Jun 30, 25 |
| 7 | Dimensional Fund Advisors, Inc. | 723.34K (1.98%) | -16.46K Decreased by -2.28% | Jun 30, 25 |
| 8 | First Trust Advisors L.P. | 499.95K (1.37%) | 401.36K Increased by +80.28% | Jun 30, 25 |
| 9 | GAMMA Investing LLC | 456.25K (1.25%) | 451.59K Increased by +98.98% | Mar 31, 25 |
| 10 | Charles Schwab Investment Management Inc | 426.74K (1.17%) | -591.00 Decreased by -0.14% | Jun 30, 25 |
| 11 | Northern Trust Corp | 379.42K (1.04%) | -15.00K Decreased by -3.95% | Jun 30, 25 |
| 12 | Bank of New York Mellon Corp | 350.73K (0.96%) | 4.60K Increased by +1.31% | Jun 30, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 335.91K (0.92%) | 4.84K Increased by +1.44% | Jun 30, 25 |
| 14 | T. Rowe Price Investment Management,Inc. | 316.32K (0.87%) | -543.00K Decreased by -171.66% | Jun 30, 25 |
| 15 | Silvercrest Asset Management Group LLC | 302.32K (0.83%) | -20.99K Decreased by -6.94% | Jun 30, 25 |
| 16 | Gabelli Funds LLC | 272.80K (0.75%) | -1.10K Decreased by -0.40% | Jun 30, 25 |
| 17 | Barclays PLC | 266.80K (0.73%) | -3.09K Decreased by -1.16% | Jun 30, 25 |
| 18 | Amvescap Plc. | 238.75K (0.65%) | 29.81K Increased by +12.49% | Jun 30, 25 |
| 19 | Nuveen, LLC | 215.74K (0.59%) | -9.20K Decreased by -4.26% | Jun 30, 25 |
| 20 | Nuveen Asset Management, LLC | 211.49K (0.58%) | -15.96K Decreased by -7.55% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.17M (5.96%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 1.16M (3.17%) | 1.17K Increased by +0.10% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.15M (3.15%) | -24.41K Decreased by -2.13% | Jul 31, 25 |
| 4 | Vanguard Small Cap Index | 887.00K (2.43%) | -5.91K Decreased by -0.67% | Jul 31, 25 |
| 5 | iShares Russell 2000 ETF | 885.40K (2.43%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 6 | Victory Small Cap Value CIT (Net 75) | 650.00K (1.78%) | -45.00K Decreased by -6.92% | Dec 31, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 570.86K (1.57%) | 1.17K Increased by +0.21% | Jul 31, 25 |
| 8 | T. Rowe Price Small-Cap Value | 484.87K (1.33%) | -104.00 Decreased by -0.02% | Mar 31, 25 |
| 9 | Victory Sycamore Small Company Opp R | 480.00K (1.32%) | -70.00K Decreased by -14.58% | Jun 30, 25 |
| 10 | First Trust Value Line® Dividend ETF | 456.69K (1.25%) | 116.00 Increased by +0.03% | Aug 28, 25 |
| 11 | SPDR® S&P Dividend ETF | 399.38K (1.10%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 391.91K (1.08%) | -171.24K Decreased by -43.69% | Jul 31, 25 |
| 13 | Fidelity Small Cap Index | 369.77K (1.01%) | 740.00 Increased by +0.20% | Jun 30, 25 |
| 14 | Fidelity® Small Cap Index | 351.95K (0.97%) | 9.80K Increased by +2.78% | Oct 31, 23 |
| 15 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 322.22K (0.88%) | 3.89K Increased by +1.21% | Aug 29, 25 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 320.60K (0.88%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | T. Rowe Price Small-Cap Stock | 317.98K (0.87%) | 12.30K Increased by +3.87% | Dec 31, 23 |
| 18 | T. Rowe Price US Small-Cap Core Equity | 317.98K (0.87%) | 12.30K Increased by +3.87% | Dec 31, 23 |
| 19 | T. Rowe Price U.S. SC Value Eq Tr-D | 290.64K (0.80%) | -9.44K Decreased by -3.25% | Mar 31, 25 |
| 20 | T. Rowe Price U.S. SC Value Eq Tr-Z | 290.64K (0.80%) | -9.44K Decreased by -3.25% | Mar 31, 25 |