| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 736.35K (7.22%) | 27.18K Increased by +3.69% | Jun 30, 25 |
| 2 | BlackRock Inc | 648.23K (6.35%) | -8.43K Decreased by -1.30% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 567.08K (5.56%) | 4.74K Increased by +0.83% | Jun 30, 25 |
| 4 | Gamco Investors, Inc. Et Al | 512.18K (5.02%) | -1.82K Decreased by -0.36% | Mar 31, 25 |
| 5 | DePrince Race & Zollo Inc | 285.71K (2.80%) | -17.56K Decreased by -6.15% | Jun 30, 25 |
| 6 | Bank of New York Mellon Corp | 246.75K (2.42%) | -5.49K Decreased by -2.22% | Mar 31, 25 |
| 7 | Geode Capital Management, LLC | 245.62K (2.41%) | 7.51K Increased by +3.06% | Mar 31, 25 |
| 8 | Teton Advisors Inc | 244.00K (2.39%) | -2.00K Decreased by -0.82% | Jun 30, 25 |
| 9 | Gabelli Funds LLC | 231.00K (2.26%) | 500.00 Increased by +0.22% | Mar 31, 25 |
| 10 | Acadian Asset Management LLC | 204.79K (2.01%) | 36.16K Increased by +17.66% | Mar 31, 25 |
| 11 | State Street Corp | 186.80K (1.83%) | 4.33K Increased by +2.32% | Mar 31, 25 |
| 12 | State Street Corporation | 177.73K (1.74%) | 3.93K Increased by +2.21% | Mar 31, 24 |
| 13 | Hillsdale Investment Management Inc. | 134.80K (1.32%) | 125.40K Increased by +93.03% | Sep 30, 23 |
| 14 | Northern Trust Corp | 95.00K (0.93%) | -3.33K Decreased by -3.51% | Mar 31, 25 |
| 15 | American Century Companies Inc | 84.50K (0.83%) | -118.00 Decreased by -0.14% | Jun 30, 25 |
| 16 | UBS Group AG | 73.70K (0.72%) | 63.98K Increased by +86.81% | Jun 30, 24 |
| 17 | Denali Advisors LLC | 70.60K (0.69%) | 15.30K Increased by +21.67% | Mar 31, 24 |
| 18 | Renaissance Technologies Corp | 69.90K (0.69%) | -700.00 Decreased by -1.00% | Mar 31, 25 |
| 19 | Arrowstreet Capital Limited Partnership | 63.56K (0.62%) | 45.24K Increased by +71.17% | Mar 31, 24 |
| 20 | O'Shaughnessy Asset Management LLC | 58.52K (0.57%) | 16.00K Increased by +27.34% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 319.22K (3.13%) | -6.98K Decreased by -2.19% | Jul 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 305.83K (3.00%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | VT De Lisle America B USD | 300.63K (2.95%) | 7.39K Increased by +2.46% | Jul 31, 25 |
| 4 | 1290 VT GAMCO Small Company Value IB | 253.00K (2.48%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 5 | TETON Westwood Mighty Mites AAA | 246.00K (2.41%) | -2.00K Decreased by -0.81% | Mar 31, 25 |
| 6 | Gabelli Small Cap Growth AAA | 216.00K (2.12%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | WisdomTree US SmallCap Dividend ETF | 182.09K (1.78%) | -640.00 Decreased by -0.35% | Jul 31, 25 |
| 8 | iShares Russell 2000 ETF | 171.40K (1.68%) | -3.25K Decreased by -1.90% | Jul 31, 25 |
| 9 | DFA US Micro Cap I | 161.02K (1.58%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | DePrince, Race & Zollo, Micro Cap Val | 135.46K (1.33%) | 20.98K Increased by +15.49% | Jul 31, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 119.59K (1.17%) | -45.84K Decreased by -38.33% | Jul 31, 25 |
| 12 | DFA US Small Cap I | 104.27K (1.02%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Fidelity Small Cap Index | 93.44K (0.92%) | 0.00 Increased by 0.00% | May 31, 25 |
| 14 | Fidelity® Small Cap Index | 82.51K (0.81%) | 2.30K Increased by +2.79% | Oct 31, 23 |
| 15 | Russell Inv US Small Cap Equity E | 76.98K (0.75%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | Russell Inv US Small Cap Equity Y | 76.98K (0.75%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Avantis US Small Cap Value ETF | 72.23K (0.71%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | Fidelity Extended Market Index | 69.25K (0.68%) | -181.00 Decreased by -0.26% | Jun 30, 25 |
| 19 | DFA US Targeted Value I | 69.17K (0.68%) | 1.28K Increased by +1.85% | Jun 30, 25 |
| 20 | Dimensional US Small Cap ETF | 65.02K (0.64%) | 0.00 Increased by 0.00% | Jul 31, 25 |