| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.97M (16.39%) | 137.05K Increased by +2.30% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 4.64M (12.74%) | 7.12K Increased by +0.15% | Dec 31, 24 |
| 3 | State Street Corp | 1.50M (4.12%) | 41.91K Increased by +2.79% | Dec 31, 24 |
| 4 | State Street Corporation | 1.48M (4.07%) | 471.15K Increased by +31.78% | Mar 31, 24 |
| 5 | Victory Capital Management Inc. | 1.17M (3.22%) | -79.21K Decreased by -6.76% | Dec 31, 24 |
| 6 | T. Rowe Price Investment Management,Inc. | 896.61K (2.46%) | -64.25K Decreased by -7.17% | Dec 31, 24 |
| 7 | Geode Capital Management, LLC | 858.52K (2.36%) | -5.19K Decreased by -0.60% | Dec 31, 24 |
| 8 | First Trust Advisors L.P. | 781.24K (2.15%) | 775.75K Increased by +99.30% | Mar 31, 24 |
| 9 | Dimensional Fund Advisors, Inc. | 769.61K (2.11%) | 2.23K Increased by +0.29% | Dec 31, 24 |
| 10 | Charles Schwab Investment Management Inc | 432.88K (1.19%) | 7.42K Increased by +1.71% | Dec 31, 24 |
| 11 | Northern Trust Corp | 393.13K (1.08%) | 24.61K Increased by +6.26% | Dec 31, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 363.17K (1.00%) | -5.75K Decreased by -1.58% | Dec 31, 24 |
| 13 | Bank of New York Mellon Corp | 359.00K (0.99%) | -54.98K Decreased by -15.31% | Dec 31, 24 |
| 14 | Silvercrest Asset Management Group LLC | 329.98K (0.91%) | -20.63K Decreased by -6.25% | Dec 31, 24 |
| 15 | Goldman Sachs Group Inc | 278.79K (0.77%) | 38.54K Increased by +13.82% | Dec 31, 24 |
| 16 | Gabelli Funds LLC | 276.70K (0.76%) | -1.50K Decreased by -0.54% | Dec 31, 24 |
| 17 | Nuveen Asset Management, LLC | 211.49K (0.58%) | -15.96K Decreased by -7.55% | Dec 31, 24 |
| 18 | Legal & General Group PLC | 208.21K (0.57%) | -6.51K Decreased by -3.13% | Dec 31, 24 |
| 19 | Principal Financial Group Inc | 191.45K (0.53%) | 7.55K Increased by +3.95% | Dec 31, 24 |
| 20 | UBS Group AG | 149.96K (0.41%) | 91.86K Increased by +61.25% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.24M (6.15%) | 1.32K Increased by +0.06% | Mar 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.15M (3.15%) | 924.00 Increased by +0.08% | Feb 28, 25 |
| 3 | iShares Russell 2000 ETF | 961.44K (2.64%) | -8.30K Decreased by -0.86% | Mar 31, 25 |
| 4 | Vanguard Small Cap Index | 924.45K (2.54%) | 756.00 Increased by +0.08% | Feb 28, 25 |
| 5 | First Trust Value Line® Dividend ETF | 690.98K (1.90%) | -588.00 Decreased by -0.09% | Apr 30, 24 |
| 6 | Victory Small Cap Value CIT (Net 75) | 650.00K (1.78%) | -45.00K Decreased by -6.92% | Dec 31, 24 |
| 7 | Victory Sycamore Small Company Opp R | 650.00K (1.78%) | -45.00K Decreased by -6.92% | Dec 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 608.96K (1.67%) | -2.01K Decreased by -0.33% | Feb 28, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 548.94K (1.51%) | 772.00 Increased by +0.14% | Feb 28, 25 |
| 10 | T. Rowe Price Small-Cap Value | 484.97K (1.33%) | -23.40K Decreased by -4.83% | Feb 28, 25 |
| 11 | SPDR® S&P Dividend ETF | 435.61K (1.20%) | -1.18K Decreased by -0.27% | Mar 31, 25 |
| 12 | Fidelity Small Cap Index | 360.11K (0.99%) | -6.74K Decreased by -1.87% | Jan 31, 25 |
| 13 | Fidelity® Small Cap Index | 351.95K (0.97%) | 9.80K Increased by +2.78% | Oct 31, 23 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 320.60K (0.88%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 15 | T. Rowe Price Small-Cap Stock | 317.98K (0.87%) | 12.30K Increased by +3.87% | Dec 31, 23 |
| 16 | T. Rowe Price US Small-Cap Core Equity | 317.98K (0.87%) | 12.30K Increased by +3.87% | Dec 31, 23 |
| 17 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 314.11K (0.86%) | 464.00 Increased by +0.15% | Mar 31, 25 |
| 18 | T. Rowe Price U.S. SC Value Eq Tr-Z | 300.08K (0.82%) | -7.84K Decreased by -2.61% | Dec 31, 24 |
| 19 | Vanguard Tax-Managed Small Cap Adm | 262.74K (0.72%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 20 | Vanguard Utilities ETF | 229.83K (0.63%) | -672.00 Decreased by -0.29% | Feb 28, 25 |