| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.07M (15.90%) | -207.83K Decreased by -4.10% | Mar 31, 25 |
| 2 | FMR Inc | 4.23M (13.27%) | 1.27M Increased by +30.01% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 2.42M (7.60%) | 97.25K Increased by +4.01% | Mar 31, 25 |
| 4 | Wellington Management Company LLP | 2.03M (6.36%) | 1.94K Increased by +0.10% | Mar 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.70M (5.33%) | -163.16K Decreased by -9.60% | Mar 31, 25 |
| 6 | Capital Research Global Investors | 1.62M (5.07%) | 1.15M Increased by +71.48% | Mar 31, 25 |
| 7 | State Street Corp | 1.25M (3.92%) | -38.55K Decreased by -3.08% | Mar 31, 25 |
| 8 | Capital World Investors | 1.22M (3.83%) | 277.70K Increased by +22.72% | Mar 31, 25 |
| 9 | Pacer Advisors, INC. | 905.03K (2.84%) | -420.53K Decreased by -46.47% | Sep 30, 24 |
| 10 | Geode Capital Management, LLC | 805.73K (2.53%) | 26.51K Increased by +3.29% | Mar 31, 25 |
| 11 | State Street Corporation | 782.74K (2.45%) | 14.43K Increased by +1.84% | Mar 31, 24 |
| 12 | Amvescap Plc. | 631.81K (1.98%) | -77.33K Decreased by -12.24% | Mar 31, 25 |
| 13 | Charles Schwab Investment Management Inc | 551.19K (1.73%) | 2.42K Increased by +0.44% | Mar 31, 25 |
| 14 | American Century Companies Inc | 532.29K (1.67%) | 15.52K Increased by +2.92% | Mar 31, 25 |
| 15 | Loomis, Sayles & Company LP | 495.04K (1.55%) | -10.47K Decreased by -2.12% | Mar 31, 25 |
| 16 | T. Rowe Price Associates, Inc. | 470.72K (1.48%) | -30.11K Decreased by -6.40% | Dec 31, 24 |
| 17 | Macquarie Group Ltd | 469.82K (1.47%) | -19.75K Decreased by -4.20% | Mar 31, 25 |
| 18 | Silvercrest Asset Management Group LLC | 454.64K (1.43%) | 454.64K Increased by +100.00% | Mar 31, 25 |
| 19 | Northern Trust Corp | 415.66K (1.30%) | 1.60K Increased by +0.39% | Mar 31, 25 |
| 20 | Copeland Capital Management, LLC | 410.34K (1.29%) | 58.99K Increased by +14.38% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds SMALLCAP World A | 2.13M (6.67%) | -565.62K Decreased by -26.61% | Jun 30, 25 |
| 2 | iShares Core S&P Small-Cap ETF | 1.99M (6.23%) | -5.59K Decreased by -0.28% | Jun 30, 25 |
| 3 | Fidelity Low-Priced Stock | 1.10M (3.44%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.03M (3.23%) | 721.00 Increased by +0.07% | May 31, 25 |
| 5 | Vanguard Explorer Inv | 978.54K (3.07%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | Pacer US Small Cap Cash Cows 100 ETF | 878.28K (2.75%) | -2.99K Decreased by -0.34% | Nov 29, 24 |
| 7 | Fidelity® Small Cap Discovery | 837.20K (2.63%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 8 | iShares Russell 2000 ETF | 813.10K (2.55%) | 5.66K Increased by +0.70% | Jun 30, 25 |
| 9 | EHP Strategic Income Alternative F | 700.00K (2.20%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 10 | Vanguard US Total Market Shares ETF | 670.27K (2.10%) | 727.00 Increased by +0.11% | Sep 30, 24 |
| 11 | T. Rowe Price Integrated US SmCapGrEq | 668.54K (2.10%) | 334.27K Increased by +50.00% | Dec 31, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 525.11K (1.65%) | 3.44K Increased by +0.66% | May 31, 25 |
| 13 | Fidelity Global Bargain Growth Stocks MF | 384.30K (1.21%) | 150.90K Increased by +39.27% | Aug 21, 23 |
| 14 | Fidelity Global Value Growth Eq MF | 371.40K (1.16%) | 0.00 Increased by 0.00% | Feb 20, 25 |
| 15 | Fidelity Value | 347.56K (1.09%) | 51.40K Increased by +14.79% | May 31, 25 |
| 16 | American Century Small Cap Value Inv | 345.00K (1.08%) | 55.00K Increased by +15.94% | Jun 30, 25 |
| 17 | American Century U.S. Small Cap Value | 345.00K (1.08%) | 55.00K Increased by +15.94% | Jun 30, 25 |
| 18 | Fidelity Advisor® Small Cap I | 336.46K (1.06%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 19 | T. Rowe Price Integrated US Sm Gr Eq | 334.27K (1.05%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 20 | Fidelity Advisor Small Cap I | 330.80K (1.04%) | 0.00 Increased by 0.00% | Apr 30, 25 |