| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.09M (14.68%) | -134.49K Decreased by -6.44% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 1.65M (11.59%) | -75.17K Decreased by -4.56% | Jun 30, 25 |
| 3 | FMR Inc | 1.05M (7.40%) | 46.22K Increased by +4.39% | Jun 30, 25 |
| 4 | JONES FINANCIAL COMPANIES LLLP | 995.43K (6.99%) | 995.38K Increased by +99.99% | Mar 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 818.35K (5.75%) | -23.70K Decreased by -2.90% | Jun 30, 25 |
| 6 | Charles Schwab Investment Management Inc | 668.20K (4.70%) | -6.69K Decreased by -1.00% | Jun 30, 25 |
| 7 | Victory Capital Management Inc. | 652.73K (4.59%) | 156.63K Increased by +24.00% | Sep 30, 24 |
| 8 | State Street Corp | 566.85K (3.98%) | -86.00K Decreased by -15.17% | Jun 30, 25 |
| 9 | American Century Companies Inc | 561.24K (3.94%) | 32.69K Increased by +5.83% | Jun 30, 25 |
| 10 | State Street Corporation | 556.74K (3.91%) | 7.35K Increased by +1.32% | Mar 31, 24 |
| 11 | Pacer Advisors, INC. | 548.00K (3.85%) | 548.00K Increased by +100.00% | Jun 30, 24 |
| 12 | Silvercrest Asset Management Group LLC | 532.23K (3.74%) | -74.81K Decreased by -14.06% | Jun 30, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 489.71K (3.44%) | 34.26K Increased by +7.00% | Jun 30, 25 |
| 14 | Millennium Management LLC | 453.61K (3.19%) | 160.23K Increased by +35.32% | Jun 30, 25 |
| 15 | Bank of America Corp | 442.33K (3.11%) | 14.10K Increased by +3.19% | Jun 30, 25 |
| 16 | Arrowstreet Capital Limited Partnership | 439.28K (3.09%) | 170.21K Increased by +38.75% | Jun 30, 25 |
| 17 | Amvescap Plc. | 409.65K (2.88%) | 73.72K Increased by +18.00% | Dec 31, 24 |
| 18 | Goldman Sachs Group Inc | 339.24K (2.38%) | 213.47K Increased by +62.93% | Dec 31, 23 |
| 19 | Geode Capital Management, LLC | 335.99K (2.36%) | -9.71K Decreased by -2.89% | Jun 30, 25 |
| 20 | Loomis, Sayles & Company LP | 330.91K (2.33%) | -10.59K Decreased by -3.20% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 831.83K (5.84%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Pacer US Small Cap Cash Cows 100 ETF | 532.68K (3.74%) | -132.00 Decreased by -0.02% | Aug 30, 24 |
| 3 | Avantis US Small Cap Value ETF | 486.07K (3.42%) | 768.00 Increased by +0.16% | Aug 30, 25 |
| 4 | Vanguard US Total Market Shares ETF | 476.07K (3.35%) | 66.00 Increased by +0.01% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 454.48K (3.19%) | -10.07K Decreased by -2.22% | Jul 31, 25 |
| 6 | Fidelity Low-Priced Stock | 423.29K (2.97%) | -1.14K Decreased by -0.27% | Jun 30, 25 |
| 7 | Victory Small Cap Value CIT (Net 75) | 420.00K (2.95%) | 125.00K Increased by +29.76% | Sep 30, 24 |
| 8 | Victory Sycamore Small Company Opp R | 420.00K (2.95%) | 125.00K Increased by +29.76% | Sep 30, 24 |
| 9 | Schwab US Dividend Equity ETF™ | 398.50K (2.80%) | 77.00 Increased by +0.02% | Aug 30, 25 |
| 10 | Vanguard Small Cap Index | 342.95K (2.41%) | -2.22K Decreased by -0.65% | Jul 31, 25 |
| 11 | iShares Russell 2000 ETF | 342.84K (2.41%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 12 | SouthernSun Small Cap | 284.22K (2.00%) | 42.04K Increased by +14.79% | Mar 31, 25 |
| 13 | Vanguard Small Cap Value Index Inv | 221.65K (1.56%) | 1.33K Increased by +0.60% | Jul 31, 25 |
| 14 | Delaware Small Cap Value A | 216.90K (1.52%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 15 | Loomis Sayles Small Cap Growth Instl | 192.67K (1.35%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 16 | Schroder US Smaller Companies Acc | 189.33K (1.33%) | 22.91K Increased by +12.10% | Jul 31, 25 |
| 17 | Macquarie Small Cap Value A | 185.55K (1.30%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | DFA US Small Cap Value I | 179.88K (1.26%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | Invesco Global Multi Cap Growth | 174.52K (1.23%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 20 | CC&L Global Alpha - Series A | 162.40K (1.14%) | 29.60K Increased by +18.23% | May 31, 25 |