| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.13M (8.62%) | 33.78K Increased by +1.59% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 1.41M (5.72%) | 27.32K Increased by +1.94% | Mar 31, 25 |
| 3 | Geode Capital Management, LLC | 615.69K (2.50%) | 31.15K Increased by +5.06% | Mar 31, 25 |
| 4 | Royce & Associates, LP | 520.03K (2.11%) | 72.57K Increased by +13.96% | Mar 31, 25 |
| 5 | State Street Corp | 506.04K (2.05%) | 19.71K Increased by +3.89% | Mar 31, 25 |
| 6 | State Street Corporation | 469.82K (1.91%) | 19.91K Increased by +4.24% | Jun 30, 24 |
| 7 | Marshall Wace Asset Management Ltd | 436.44K (1.77%) | 175.48K Increased by +40.21% | Mar 31, 25 |
| 8 | Bank of New York Mellon Corp | 269.79K (1.09%) | -9.21K Decreased by -3.41% | Mar 31, 25 |
| 9 | Wellington Management Company LLP | 253.63K (1.03%) | 100.99K Increased by +39.82% | Dec 31, 24 |
| 10 | Franklin Resources Inc | 250.07K (1.01%) | 31.21K Increased by +12.48% | Jun 30, 24 |
| 11 | Amvescap Plc. | 223.14K (0.91%) | -150.58K Decreased by -67.48% | Sep 30, 23 |
| 12 | Putnam Investments LLC | 216.16K (0.88%) | -7.20K Decreased by -3.33% | Dec 31, 23 |
| 13 | Putnam Investments, LLC., a Franklin Templeton company | 216.16K (0.88%) | -7.20K Decreased by -3.33% | Dec 31, 23 |
| 14 | JPMorgan Chase & Co | 213.31K (0.87%) | 73.80K Increased by +34.59% | Mar 31, 25 |
| 15 | Northern Trust Corp | 207.72K (0.84%) | -2.38K Decreased by -1.15% | Mar 31, 25 |
| 16 | Goldman Sachs Group Inc | 206.40K (0.84%) | -103.42K Decreased by -50.11% | Mar 31, 25 |
| 17 | Acadian Asset Management LLC | 204.35K (0.83%) | 204.35K Increased by +100.00% | Jun 30, 24 |
| 18 | Charles Schwab Investment Management Inc | 192.07K (0.78%) | 4.76K Increased by +2.48% | Jun 30, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 184.74K (0.75%) | -3.62K Decreased by -1.96% | Mar 31, 25 |
| 20 | Jacobs Asset Management, LLC | 176.20K (0.71%) | 176.20K Increased by +100.00% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 849.11K (3.44%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 849.11K (3.44%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 672.90K (2.73%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Royce Small-Cap Quality Value Composite | 490.17K (1.99%) | -547.55K Decreased by -111.71% | Jun 30, 24 |
| 5 | Royce Small-Cap Total Return Invmt | 490.17K (1.99%) | -547.55K Decreased by -111.71% | Jun 30, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 379.93K (1.54%) | 1.16K Increased by +0.30% | Apr 30, 25 |
| 7 | Royce Value Trust | 336.36K (1.36%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 8 | Royce Small-Cap Trust | 314.89K (1.28%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Royce Value Trust Inc | 314.89K (1.28%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | Royce Pennsylvania Mutual Invmt | 313.18K (1.27%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | Fidelity Small Cap Index | 252.18K (1.02%) | 6.53K Increased by +2.59% | Mar 31, 25 |
| 12 | iShares Russell 2000 Value ETF | 235.05K (0.95%) | 0.00 Increased by 0.00% | May 31, 25 |
| 13 | Fidelity® Small Cap Index | 228.59K (0.93%) | 5.02K Increased by +2.20% | Oct 31, 23 |
| 14 | Putnam Small Cap Value A | 175.21K (0.71%) | -27.80K Decreased by -15.87% | Aug 31, 24 |
| 15 | Putnam Small Cap Value Managed Account | 174.01K (0.71%) | 22.30K Increased by +12.82% | Jun 30, 24 |
| 16 | Putnam U.S. Small Cap Value Equity | 174.01K (0.71%) | 22.30K Increased by +12.82% | Jun 30, 24 |
| 17 | Russell Inv Tax-Managed US Mid&Sm Cap S | 171.05K (0.69%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 18 | Royce Small-Cap Fund Invmt | 146.85K (0.60%) | -166.33K Decreased by -113.26% | Mar 31, 24 |
| 19 | State St Russell Sm/Mid Cp® Indx NL Cl C | 144.38K (0.59%) | 678.00 Increased by +0.47% | Apr 30, 25 |
| 20 | State St Russell Sm/Mid Cp® Indx SL Cl I | 144.38K (0.59%) | 0.00 Increased by 0.00% | May 31, 25 |