| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.22M (15.55%) | -211.98K Decreased by -9.53% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 1.72M (12.05%) | -41.50K Decreased by -2.41% | Mar 31, 25 |
| 3 | FMR Inc | 1.01M (7.04%) | 85.69K Increased by +8.51% | Mar 31, 25 |
| 4 | JONES FINANCIAL COMPANIES LLLP | 995.43K (6.96%) | 995.38K Increased by +99.99% | Mar 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 842.06K (5.89%) | -7.91K Decreased by -0.94% | Mar 31, 25 |
| 6 | Charles Schwab Investment Management Inc | 674.89K (4.72%) | 56.23K Increased by +8.33% | Mar 31, 25 |
| 7 | State Street Corp | 652.85K (4.56%) | -3.94K Decreased by -0.60% | Mar 31, 25 |
| 8 | Victory Capital Management Inc. | 652.73K (4.56%) | 156.63K Increased by +24.00% | Sep 30, 24 |
| 9 | Silvercrest Asset Management Group LLC | 607.04K (4.24%) | -13.04K Decreased by -2.15% | Mar 31, 25 |
| 10 | State Street Corporation | 556.74K (3.89%) | 7.35K Increased by +1.32% | Mar 31, 24 |
| 11 | Pacer Advisors, INC. | 548.00K (3.83%) | 548.00K Increased by +100.00% | Jun 30, 24 |
| 12 | American Century Companies Inc | 528.54K (3.70%) | 49.01K Increased by +9.27% | Mar 31, 25 |
| 13 | Wellington Management Company LLP | 495.89K (3.47%) | -84.69K Decreased by -17.08% | Mar 31, 25 |
| 14 | Morgan Stanley - Brokerage Accounts | 455.46K (3.18%) | 84.71K Increased by +18.60% | Mar 31, 25 |
| 15 | Bank of America Corp | 428.23K (2.99%) | 88.19K Increased by +20.59% | Mar 31, 25 |
| 16 | Amvescap Plc. | 409.65K (2.86%) | 73.72K Increased by +18.00% | Dec 31, 24 |
| 17 | Geode Capital Management, LLC | 345.71K (2.42%) | 11.54K Increased by +3.34% | Mar 31, 25 |
| 18 | Goldman Sachs Group Inc | 339.24K (2.37%) | 213.47K Increased by +62.93% | Dec 31, 23 |
| 19 | GW&K Investment Management, LLC | 331.35K (2.32%) | -11.08K Decreased by -3.34% | Mar 31, 25 |
| 20 | Loomis, Sayles & Company LP | 330.91K (2.31%) | -10.59K Decreased by -3.20% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 838.05K (5.86%) | 0.00 Increased by 0.00% | Jul 30, 25 |
| 2 | Pacer US Small Cap Cash Cows 100 ETF | 532.68K (3.72%) | -132.00 Decreased by -0.02% | Aug 30, 24 |
| 3 | Avantis US Small Cap Value ETF | 478.94K (3.35%) | 203.00 Increased by +0.04% | Jul 30, 25 |
| 4 | Vanguard US Total Market Shares ETF | 476.07K (3.33%) | 66.00 Increased by +0.01% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 464.56K (3.25%) | -18.90K Decreased by -4.07% | Jun 30, 25 |
| 6 | Fidelity Low-Priced Stock | 424.43K (2.97%) | -781.00 Decreased by -0.18% | May 31, 25 |
| 7 | Victory Small Cap Value CIT (Net 75) | 420.00K (2.94%) | 125.00K Increased by +29.76% | Sep 30, 24 |
| 8 | Victory Sycamore Small Company Opp R | 420.00K (2.94%) | 125.00K Increased by +29.76% | Sep 30, 24 |
| 9 | Schwab US Dividend Equity ETF™ | 399.81K (2.80%) | -63.00 Decreased by -0.02% | Jul 31, 25 |
| 10 | Vanguard Small Cap Index | 345.18K (2.41%) | -31.49K Decreased by -9.12% | Jun 30, 25 |
| 11 | iShares Russell 2000 ETF | 341.86K (2.39%) | -5.55K Decreased by -1.62% | Jul 30, 25 |
| 12 | SouthernSun Small Cap | 284.22K (1.99%) | 42.04K Increased by +14.79% | Mar 31, 25 |
| 13 | Vanguard Small Cap Value Index Inv | 220.31K (1.54%) | -21.48K Decreased by -9.75% | Jun 30, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 219.04K (1.53%) | -14.32K Decreased by -6.54% | Jun 30, 25 |
| 15 | Delaware Small Cap Value A | 216.90K (1.52%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 16 | Loomis Sayles Small Cap Growth Instl | 192.67K (1.35%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 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%) | 25.34K Increased by +14.09% | Jun 30, 25 |
| 19 | Invesco Global Multi Cap Growth | 174.52K (1.22%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 20 | Schroder US Smaller Companies Acc | 166.42K (1.16%) | 882.00 Increased by +0.53% | Jun 30, 25 |