| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.29M (11.16%) | -1.89K Decreased by -0.15% | Mar 31, 25 |
| 2 | T. Rowe Price Investment Management,Inc. | 1.15M (9.96%) | 19.70K Increased by +1.71% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 890.35K (7.72%) | 8.07K Increased by +0.91% | Mar 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 633.67K (5.49%) | -30.72K Decreased by -4.85% | Mar 31, 25 |
| 5 | State Street Corporation | 604.84K (5.24%) | -4.71K Decreased by -0.78% | Mar 31, 24 |
| 6 | State Street Corp | 599.90K (5.20%) | -41.53K Decreased by -6.92% | Mar 31, 25 |
| 7 | Boston Partners Global Investors, Inc | 525.12K (4.55%) | -4.91K Decreased by -0.93% | Mar 31, 25 |
| 8 | Charles Schwab Investment Management Inc | 475.02K (4.12%) | 40.44K Increased by +8.51% | Mar 31, 25 |
| 9 | Nuveen Asset Management, LLC | 468.76K (4.06%) | 1.44K Increased by +0.31% | Dec 31, 24 |
| 10 | Nuveen, LLC | 410.03K (3.55%) | 410.03K Increased by +100.00% | Mar 31, 25 |
| 11 | Geode Capital Management, LLC | 367.19K (3.18%) | 7.16K Increased by +1.95% | Mar 31, 25 |
| 12 | American Century Companies Inc | 257.06K (2.23%) | 57.43K Increased by +22.34% | Mar 31, 25 |
| 13 | HSBC Holdings PLC | 228.18K (1.98%) | -32.95K Decreased by -14.44% | Mar 31, 25 |
| 14 | UBS Group AG | 203.17K (1.76%) | 186.58K Increased by +91.84% | Dec 31, 24 |
| 15 | Morgan Stanley - Brokerage Accounts | 182.04K (1.58%) | -32.30K Decreased by -17.74% | Mar 31, 25 |
| 16 | JPMorgan Chase & Co | 180.65K (1.57%) | -8.55K Decreased by -4.73% | Mar 31, 25 |
| 17 | Stieven Capital Advisors, L.p. | 177.44K (1.54%) | -12.60K Decreased by -7.10% | Jun 30, 24 |
| 18 | Kennedy Capital Management Inc | 177.40K (1.54%) | 87.18K Increased by +49.14% | Mar 31, 25 |
| 19 | Northern Trust Corp | 170.05K (1.47%) | -5.13K Decreased by -3.02% | Mar 31, 25 |
| 20 | Goldman Sachs Group Inc | 162.04K (1.40%) | -84.55K Decreased by -52.18% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 748.19K (6.48%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | T. Rowe Price Small-Cap Value | 657.40K (5.70%) | -141.00 Decreased by -0.02% | Mar 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 398.92K (3.46%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 4 | Vanguard US Total Market Shares ETF | 390.35K (3.38%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | T. Rowe Price U.S. SC Value Eq Tr-D | 380.82K (3.30%) | 23.57K Increased by +6.19% | Mar 31, 25 |
| 6 | T. Rowe Price U.S. SC Value Eq Tr-Z | 380.82K (3.30%) | 23.57K Increased by +6.19% | Mar 31, 25 |
| 7 | Schwab US Dividend Equity ETF™ | 352.43K (3.05%) | 216.00 Increased by +0.06% | May 31, 25 |
| 8 | CREF Stock R1 | 266.90K (2.31%) | 26.74K Increased by +10.02% | Feb 28, 25 |
| 9 | CREF Stock R3 | 249.91K (2.17%) | -9.56K Decreased by -3.83% | Apr 30, 25 |
| 10 | Avantis US Small Cap Value ETF | 212.59K (1.84%) | 799.00 Increased by +0.38% | May 31, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 193.56K (1.68%) | 208.00 Increased by +0.11% | Apr 30, 25 |
| 12 | iShares Russell 2000 ETF | 185.05K (1.60%) | 0.00 Increased by 0.00% | May 31, 25 |
| 13 | Kennedy Small Cap Value | 177.40K (1.54%) | 88.36K Increased by +49.81% | Mar 31, 25 |
| 14 | Fidelity® Small Cap Index | 130.80K (1.13%) | 4.10K Increased by +3.14% | Oct 31, 23 |
| 15 | Phocas Small Cap Value Equity | 124.88K (1.08%) | -2.73K Decreased by -2.19% | Jun 30, 24 |
| 16 | Fidelity Small Cap Index | 122.74K (1.06%) | -310.00 Decreased by -0.25% | Mar 31, 25 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 112.11K (0.97%) | 115.00 Increased by +0.10% | Mar 28, 24 |
| 18 | iShares S&P Small-Cap 600 Growth ETF | 110.50K (0.96%) | 0.00 Increased by 0.00% | May 31, 25 |
| 19 | DFA US Targeted Value I | 105.70K (0.92%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 103.67K (0.90%) | 0.00 Increased by 0.00% | May 30, 25 |