| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.22M (15.90%) | -211.98K Decreased by -9.53% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 1.72M (12.33%) | -41.50K Decreased by -2.41% | Mar 31, 25 |
| 3 | FMR Inc | 1.01M (7.20%) | 85.69K Increased by +8.51% | Mar 31, 25 |
| 4 | JONES FINANCIAL COMPANIES LLLP | 995.43K (7.12%) | 995.38K Increased by +99.99% | Mar 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 842.06K (6.02%) | -7.91K Decreased by -0.94% | Mar 31, 25 |
| 6 | Charles Schwab Investment Management Inc | 674.89K (4.83%) | 56.23K Increased by +8.33% | Mar 31, 25 |
| 7 | State Street Corp | 652.85K (4.67%) | -3.94K Decreased by -0.60% | Mar 31, 25 |
| 8 | Victory Capital Management Inc. | 652.73K (4.67%) | 156.63K Increased by +24.00% | Sep 30, 24 |
| 9 | Silvercrest Asset Management Group LLC | 607.04K (4.34%) | -13.04K Decreased by -2.15% | Mar 31, 25 |
| 10 | State Street Corporation | 556.74K (3.98%) | 7.35K Increased by +1.32% | Mar 31, 24 |
| 11 | Pacer Advisors, INC. | 548.00K (3.92%) | 548.00K Increased by +100.00% | Jun 30, 24 |
| 12 | American Century Companies Inc | 528.54K (3.78%) | 49.01K Increased by +9.27% | Mar 31, 25 |
| 13 | Wellington Management Company LLP | 495.89K (3.55%) | -84.69K Decreased by -17.08% | Mar 31, 25 |
| 14 | Morgan Stanley - Brokerage Accounts | 455.46K (3.26%) | 84.71K Increased by +18.60% | Mar 31, 25 |
| 15 | Bank of America Corp | 428.23K (3.06%) | 88.19K Increased by +20.59% | Mar 31, 25 |
| 16 | Amvescap Plc. | 409.65K (2.93%) | 73.72K Increased by +18.00% | Dec 31, 24 |
| 17 | William Blair Investment Management, LLC | 351.83K (2.52%) | -15.79K Decreased by -4.49% | Mar 31, 25 |
| 18 | Geode Capital Management, LLC | 345.71K (2.47%) | 11.54K Increased by +3.34% | Mar 31, 25 |
| 19 | Goldman Sachs Group Inc | 339.24K (2.43%) | 213.47K Increased by +62.93% | Dec 31, 23 |
| 20 | GW&K Investment Management, LLC | 331.35K (2.37%) | -11.08K Decreased by -3.34% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 882.88K (6.32%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | Pacer US Small Cap Cash Cows 100 ETF | 532.68K (3.81%) | -132.00 Decreased by -0.02% | Aug 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 483.46K (3.46%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 476.07K (3.41%) | 66.00 Increased by +0.01% | Sep 30, 24 |
| 5 | Avantis US Small Cap Value ETF | 461.82K (3.30%) | 612.00 Increased by +0.13% | May 31, 25 |
| 6 | Fidelity Low-Priced Stock | 425.21K (3.04%) | -722.00 Decreased by -0.17% | Mar 31, 25 |
| 7 | Schwab US Dividend Equity ETF™ | 420.53K (3.01%) | 288.00 Increased by +0.07% | May 31, 25 |
| 8 | Victory Small Cap Value CIT (Net 75) | 420.00K (3.00%) | 125.00K Increased by +29.76% | Sep 30, 24 |
| 9 | Victory Sycamore Small Company Opp R | 420.00K (3.00%) | 125.00K Increased by +29.76% | Sep 30, 24 |
| 10 | Vanguard Small Cap Index | 376.67K (2.69%) | 1.43K Increased by +0.38% | May 31, 25 |
| 11 | iShares Russell 2000 ETF | 376.29K (2.69%) | 0.00 Increased by 0.00% | May 31, 25 |
| 12 | SouthernSun Small Cap | 284.22K (2.03%) | 42.04K Increased by +14.79% | Mar 31, 25 |
| 13 | Vanguard Small Cap Value Index Inv | 241.79K (1.73%) | -357.00 Decreased by -0.15% | May 31, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 233.36K (1.67%) | 1.76K Increased by +0.75% | May 31, 25 |
| 15 | Delaware Small Cap Value A | 216.90K (1.55%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 16 | Loomis Sayles Small Cap Growth Instl | 192.67K (1.38%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 17 | Macquarie Small Cap Value A | 185.55K (1.33%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | Invesco Global Multi Cap Growth | 174.52K (1.25%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | Touchstone Small Company A | 153.31K (1.10%) | 22.71K Increased by +14.81% | Dec 31, 23 |
| 20 | DFA US Small Cap Value I | 152.44K (1.09%) | 1.68K Increased by +1.10% | Apr 30, 25 |