| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.29M (11.05%) | -34.94K Decreased by -2.71% | Dec 31, 24 |
| 2 | T. Rowe Price Investment Management,Inc. | 1.13M (9.68%) | 5.11K Increased by +0.45% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 882.28K (7.56%) | -5.95K Decreased by -0.67% | Dec 31, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 664.39K (5.69%) | -9.85K Decreased by -1.48% | Dec 31, 24 |
| 5 | State Street Corp | 641.43K (5.50%) | 48.87K Increased by +7.62% | Dec 31, 24 |
| 6 | State Street Corporation | 604.84K (5.18%) | -4.71K Decreased by -0.78% | Mar 31, 24 |
| 7 | Boston Partners Global Investors, Inc | 530.03K (4.54%) | 12.91K Increased by +2.44% | Dec 31, 24 |
| 8 | Nuveen Asset Management, LLC | 468.76K (4.02%) | 1.44K Increased by +0.31% | Dec 31, 24 |
| 9 | Charles Schwab Investment Management Inc | 434.59K (3.72%) | 18.87K Increased by +4.34% | Dec 31, 24 |
| 10 | Geode Capital Management, LLC | 360.02K (3.08%) | 7.43K Increased by +2.06% | Dec 31, 24 |
| 11 | HSBC Holdings PLC | 261.13K (2.24%) | 27.76K Increased by +10.63% | Dec 31, 24 |
| 12 | Goldman Sachs Group Inc | 246.59K (2.11%) | -44.42K Decreased by -18.01% | Dec 31, 24 |
| 13 | Morgan Stanley - Brokerage Accounts | 214.33K (1.84%) | -9.49K Decreased by -4.43% | Dec 31, 24 |
| 14 | UBS Group AG | 203.17K (1.74%) | 186.58K Increased by +91.84% | Dec 31, 24 |
| 15 | American Century Companies Inc | 199.63K (1.71%) | 61.66K Increased by +30.88% | Dec 31, 24 |
| 16 | JPMorgan Chase & Co | 189.20K (1.62%) | -183.02K Decreased by -96.73% | Dec 31, 24 |
| 17 | Stieven Capital Advisors, L.p. | 177.44K (1.52%) | -12.60K Decreased by -7.10% | Jun 30, 24 |
| 18 | Northern Trust Corp | 175.17K (1.50%) | -97.00 Decreased by -0.06% | Dec 31, 24 |
| 19 | LSV Asset Management | 167.23K (1.43%) | -4.10K Decreased by -2.45% | Sep 30, 24 |
| 20 | Hotchkis & Wiley Capital Management LLC | 159.44K (1.37%) | 38.74K Increased by +24.30% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 759.13K (6.50%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | T. Rowe Price Small-Cap Value | 657.54K (5.63%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 398.92K (3.42%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 4 | T. Rowe Price U.S. SC Value Eq Tr-Z | 357.24K (3.06%) | 6.40K Increased by +1.79% | Dec 31, 24 |
| 5 | Schwab US Dividend Equity ETF™ | 344.01K (2.95%) | 240.00 Increased by +0.07% | Mar 29, 25 |
| 6 | CREF Stock R1 | 240.16K (2.06%) | 20.01K Increased by +8.33% | Jan 31, 25 |
| 7 | iShares Russell 2000 ETF | 195.35K (1.67%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 8 | Avantis US Small Cap Value ETF | 192.66K (1.65%) | 420.00 Increased by +0.22% | Mar 29, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 189.04K (1.62%) | 256.00 Increased by +0.14% | Feb 28, 25 |
| 10 | Fidelity® Small Cap Index | 130.80K (1.12%) | 4.10K Increased by +3.14% | Oct 31, 23 |
| 11 | Phocas Small Cap Value Equity | 124.88K (1.07%) | -2.73K Decreased by -2.19% | Jun 30, 24 |
| 12 | Fidelity Small Cap Index | 122.94K (1.05%) | -2.30K Decreased by -1.87% | Jan 31, 25 |
| 13 | SPDR® Portfolio S&P 600 Sm Cap ETF | 112.11K (0.96%) | 115.00 Increased by +0.10% | Mar 28, 24 |
| 14 | iShares S&P Small-Cap 600 Growth ETF | 111.45K (0.96%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | DFA US Targeted Value I | 111.27K (0.95%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 16 | DFA US Micro Cap I | 108.05K (0.93%) | -7.26K Decreased by -6.72% | Feb 28, 25 |
| 17 | SPDR® S&P Regional Banking ETF | 106.34K (0.91%) | 528.00 Increased by +0.50% | Mar 31, 25 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 105.65K (0.91%) | 160.00 Increased by +0.15% | Mar 31, 25 |
| 19 | Nuveen Small Cap Value Equity | 98.06K (0.84%) | -2.87K Decreased by -2.93% | Dec 31, 23 |
| 20 | Nuveen Small Cap Value I | 98.06K (0.84%) | -2.87K Decreased by -2.93% | Dec 31, 23 |