| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.76M (15.79%) | -211.05K Decreased by -3.67% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 4.58M (12.56%) | 15.44K Increased by +0.34% | Jun 30, 25 |
| 3 | State Street Corp | 1.96M (5.39%) | 461.50K Increased by +23.50% | Mar 31, 25 |
| 4 | State Street Corporation | 1.48M (4.07%) | 471.15K Increased by +31.78% | Mar 31, 24 |
| 5 | Geode Capital Management, LLC | 896.97K (2.46%) | 38.46K Increased by +4.29% | Mar 31, 25 |
| 6 | Victory Capital Management Inc. | 815.46K (2.24%) | -356.26K Decreased by -43.69% | Mar 31, 25 |
| 7 | First Trust Advisors L.P. | 781.24K (2.14%) | 775.75K Increased by +99.30% | Mar 31, 24 |
| 8 | Dimensional Fund Advisors, Inc. | 723.34K (1.98%) | -16.46K Decreased by -2.28% | 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 | 394.41K (1.08%) | 1.29K Increased by +0.33% | Mar 31, 25 |
| 12 | Bank of New York Mellon Corp | 346.13K (0.95%) | -12.87K Decreased by -3.72% | Mar 31, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 331.07K (0.91%) | -32.11K Decreased by -9.70% | Mar 31, 25 |
| 14 | Silvercrest Asset Management Group LLC | 323.31K (0.89%) | -6.67K Decreased by -2.06% | Mar 31, 25 |
| 15 | T. Rowe Price Investment Management,Inc. | 316.32K (0.87%) | -543.00K Decreased by -171.66% | Jun 30, 25 |
| 16 | Gabelli Funds LLC | 273.90K (0.75%) | -2.80K Decreased by -1.02% | Mar 31, 25 |
| 17 | Barclays PLC | 269.88K (0.74%) | 169.36K Increased by +62.75% | Mar 31, 25 |
| 18 | Nuveen, LLC | 224.94K (0.62%) | 224.94K Increased by +100.00% | Mar 31, 25 |
| 19 | Nuveen Asset Management, LLC | 211.49K (0.58%) | -15.96K Decreased by -7.55% | Dec 31, 24 |
| 20 | Legal & General Group PLC | 210.60K (0.58%) | 6.00K Increased by +2.85% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.18M (5.98%) | 320.00 Increased by +0.01% | Jul 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.17M (3.22%) | 5.73K Increased by +0.49% | Jun 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.16M (3.17%) | 1.17K Increased by +0.10% | Sep 30, 24 |
| 4 | Vanguard Small Cap Index | 892.90K (2.45%) | -28.68K Decreased by -3.21% | Jun 30, 25 |
| 5 | iShares Russell 2000 ETF | 866.41K (2.38%) | -16.48K Decreased by -1.90% | Jul 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 | 569.69K (1.56%) | -22.30K Decreased by -3.91% | Jun 30, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 563.15K (1.54%) | 1.95K Increased by +0.35% | Jun 30, 25 |
| 9 | T. Rowe Price Small-Cap Value | 484.87K (1.33%) | -104.00 Decreased by -0.02% | Mar 31, 25 |
| 10 | Victory Sycamore Small Company Opp R | 480.00K (1.32%) | -70.00K Decreased by -14.58% | Jun 30, 25 |
| 11 | First Trust Value Line® Dividend ETF | 446.74K (1.23%) | -560.00 Decreased by -0.13% | Jul 31, 25 |
| 12 | SPDR® S&P Dividend ETF | 401.42K (1.10%) | -5.50K Decreased by -1.37% | Jul 31, 25 |
| 13 | Fidelity Small Cap Index | 369.03K (1.01%) | 1.39K Increased by +0.38% | May 31, 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 | 320.60K (0.88%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | T. Rowe Price Small-Cap Stock | 317.98K (0.87%) | 12.30K Increased by +3.87% | Dec 31, 23 |
| 17 | T. Rowe Price US Small-Cap Core Equity | 317.98K (0.87%) | 12.30K Increased by +3.87% | Dec 31, 23 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 315.49K (0.87%) | 177.00 Increased by +0.06% | Jul 31, 25 |
| 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 |