| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.29M (11.21%) | -1.89K Decreased by -0.15% | Mar 31, 25 |
| 2 | T. Rowe Price Investment Management,Inc. | 1.15M (10.02%) | 1.63K Increased by +0.14% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 886.65K (7.72%) | -3.70K Decreased by -0.42% | Jun 30, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 608.25K (5.29%) | -25.42K Decreased by -4.18% | Jun 30, 25 |
| 5 | State Street Corporation | 604.84K (5.26%) | -4.71K Decreased by -0.78% | Mar 31, 24 |
| 6 | State Street Corp | 599.90K (5.22%) | -41.53K Decreased by -6.92% | Mar 31, 25 |
| 7 | Boston Partners Global Investors, Inc | 525.12K (4.57%) | -4.91K Decreased by -0.93% | Mar 31, 25 |
| 8 | Charles Schwab Investment Management Inc | 485.68K (4.23%) | 10.66K Increased by +2.19% | Jun 30, 25 |
| 9 | Nuveen Asset Management, LLC | 468.76K (4.08%) | 1.44K Increased by +0.31% | Dec 31, 24 |
| 10 | Nuveen, LLC | 410.03K (3.57%) | 410.03K Increased by +100.00% | Mar 31, 25 |
| 11 | Geode Capital Management, LLC | 367.19K (3.20%) | 7.16K Increased by +1.95% | Mar 31, 25 |
| 12 | American Century Companies Inc | 291.86K (2.54%) | 34.80K Increased by +11.92% | Jun 30, 25 |
| 13 | UBS Group AG | 205.79K (1.79%) | 2.62K Increased by +1.27% | Mar 31, 25 |
| 14 | Morgan Stanley - Brokerage Accounts | 182.04K (1.58%) | -32.30K Decreased by -17.74% | Mar 31, 25 |
| 15 | JPMorgan Chase & Co | 180.65K (1.57%) | -8.55K Decreased by -4.73% | Mar 31, 25 |
| 16 | Stieven Capital Advisors, L.p. | 177.44K (1.54%) | -12.60K Decreased by -7.10% | Jun 30, 24 |
| 17 | Kennedy Capital Management Inc | 173.81K (1.51%) | -3.59K Decreased by -2.07% | Jun 30, 25 |
| 18 | Northern Trust Corp | 170.05K (1.48%) | -5.13K Decreased by -3.02% | Mar 31, 25 |
| 19 | Goldman Sachs Group Inc | 149.90K (1.30%) | -12.14K Decreased by -8.10% | Jun 30, 25 |
| 20 | HSBC Holdings PLC | 146.44K (1.27%) | -81.74K Decreased by -55.82% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 690.63K (6.01%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 2 | T. Rowe Price Small-Cap Value | 644.44K (5.61%) | -11.87K Decreased by -1.84% | Jun 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 397.60K (3.46%) | -8.82K Decreased by -2.22% | Jul 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 390.35K (3.40%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | T. Rowe Price U.S. SC Value Eq Tr-D | 389.42K (3.39%) | 8.60K Increased by +2.21% | Jun 30, 25 |
| 6 | T. Rowe Price U.S. SC Value Eq Tr-Z | 380.82K (3.31%) | 23.57K Increased by +6.19% | Mar 31, 25 |
| 7 | Schwab US Dividend Equity ETF™ | 347.19K (3.02%) | -54.00 Decreased by -0.02% | Jul 31, 25 |
| 8 | CREF Stock R1 | 266.90K (2.32%) | 26.74K Increased by +10.02% | Feb 28, 25 |
| 9 | Avantis US Small Cap Value ETF | 236.71K (2.06%) | 400.00 Increased by +0.17% | Jul 31, 25 |
| 10 | iShares Russell 2000 ETF | 185.05K (1.61%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 11 | CREF Stock R3 | 181.11K (1.58%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Kennedy Small Cap Value | 148.92K (1.30%) | -28.48K Decreased by -19.13% | Jun 30, 25 |
| 13 | Fidelity® Small Cap Index | 130.80K (1.14%) | 4.10K Increased by +3.14% | Oct 31, 23 |
| 14 | SPDR® S&P Regional Banking ETF | 126.26K (1.10%) | 4.44K Increased by +3.52% | Jul 31, 25 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 124.92K (1.09%) | -55.06K Decreased by -44.07% | Jul 31, 25 |
| 16 | Phocas Small Cap Value Equity | 124.88K (1.09%) | -2.73K Decreased by -2.19% | Jun 30, 24 |
| 17 | Fidelity Small Cap Index | 124.83K (1.09%) | 900.00 Increased by +0.72% | May 31, 25 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 112.11K (0.98%) | 115.00 Increased by +0.10% | Mar 28, 24 |
| 19 | DFA US Targeted Value I | 105.70K (0.92%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | iShares S&P Small-Cap 600 Growth ETF | 101.19K (0.88%) | 0.00 Increased by 0.00% | Jul 31, 25 |