| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 357.80K (13.98%) | -8.05K Decreased by -2.25% | Jun 30, 25 |
| 2 | KeyBank National Association | 302.11K (11.81%) | 302.11K Increased by +100.00% | Sep 30, 24 |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 217.57K (8.50%) | 216.19K Increased by +99.37% | Mar 31, 25 |
| 4 | BlackRock Inc | 182.52K (7.13%) | 6.86K Increased by +3.76% | Mar 31, 25 |
| 5 | Royce & Associates, LP | 172.09K (6.72%) | -113.10K Decreased by -65.72% | Jun 30, 25 |
| 6 | HighTower Advisors, LLC | 158.77K (6.20%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | Vanguard Group Inc | 154.75K (6.05%) | -30.45K Decreased by -19.68% | Jun 30, 25 |
| 8 | Nuveen, LLC | 109.49K (4.28%) | 109.49K Increased by +100.00% | Mar 31, 25 |
| 9 | American Century Companies Inc | 81.77K (3.20%) | 9.64K Increased by +11.78% | Jun 30, 25 |
| 10 | Grantham, Mayo, Van Otterloo & Co., LLC | 72.10K (2.82%) | 12.30K Increased by +17.06% | Mar 31, 25 |
| 11 | Geode Capital Management, LLC | 66.35K (2.59%) | 1.65K Increased by +2.48% | Mar 31, 25 |
| 12 | State Street Corporation | 64.01K (2.50%) | 496.00 Increased by +0.77% | Mar 31, 24 |
| 13 | Renaissance Technologies Corp | 63.22K (2.47%) | -1.00K Decreased by -1.58% | Mar 31, 25 |
| 14 | State Street Corp | 61.29K (2.40%) | -4.77K Decreased by -7.78% | Mar 31, 25 |
| 15 | Amvescap Plc. | 49.03K (1.92%) | 7.83K Increased by +15.97% | Mar 31, 25 |
| 16 | LSV Asset Management | 45.77K (1.79%) | -6.04K Decreased by -13.19% | Dec 31, 24 |
| 17 | Northern Trust Corp | 34.30K (1.34%) | -1.43K Decreased by -4.18% | Mar 31, 25 |
| 18 | PNC Financial Services Group Inc | 31.61K (1.24%) | 3.65K Increased by +11.53% | Mar 31, 25 |
| 19 | Charles Schwab Investment Management Inc | 28.19K (1.10%) | -4.17K Decreased by -14.78% | Jun 30, 25 |
| 20 | CM Management, LLC | 28.00K (1.09%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Global X US Infrastructure Dev ETF | 201.21K (7.86%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 2 | Royce Pennsylvania Mutual Invmt | 101.98K (3.99%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 3 | Royce Small-Cap Composite | 90.72K (3.55%) | -10.00K Decreased by -11.02% | Jun 30, 25 |
| 4 | Royce Small-Cap Fund Invmt | 90.72K (3.55%) | -10.00K Decreased by -11.02% | Jun 30, 25 |
| 5 | DFA US Small Cap Value I | 87.05K (3.40%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 84.02K (3.28%) | -32.50K Decreased by -38.68% | Jun 30, 25 |
| 7 | Avantis US Small Cap Value ETF | 65.87K (2.57%) | 56.00 Increased by +0.09% | Jul 31, 25 |
| 8 | iShares Russell 2000 ETF | 57.18K (2.23%) | -1.05K Decreased by -1.84% | Jul 31, 25 |
| 9 | DFA US Micro Cap I | 46.48K (1.82%) | -963.00 Decreased by -2.07% | Jun 30, 25 |
| 10 | DFA US Targeted Value I | 46.08K (1.80%) | -1.21K Decreased by -2.63% | Jun 30, 25 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 45.73K (1.79%) | 206.00 Increased by +0.45% | Jun 30, 25 |
| 12 | EIP All Cap Value | 42.21K (1.65%) | 15.43K Increased by +36.55% | Jun 30, 24 |
| 13 | Royce Value Trust | 41.02K (1.60%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 14 | Royce Small-Cap Trust | 32.82K (1.28%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | Royce Value Trust Inc | 32.82K (1.28%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | DFA US Small Cap I | 32.51K (1.27%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | GMO Small Cap Quality Fund Class VI | 32.44K (1.27%) | 515.00 Increased by +1.59% | Jun 30, 25 |
| 18 | Dimensional US Targeted Value ETF | 29.72K (1.16%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | Invesco WilderHill Clean Energy ETF | 27.64K (1.08%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Fidelity Small Cap Index | 24.71K (0.97%) | 159.00 Increased by +0.64% | May 31, 25 |