| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.11M (16.00%) | -254.78K Decreased by -6.19% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.45M (9.53%) | 11.05K Increased by +0.45% | Mar 31, 25 |
| 3 | River Road Asset Management, LLC | 1.39M (5.40%) | 920.87K Increased by +66.40% | Mar 31, 25 |
| 4 | Pacer Advisors, INC. | 1.33M (5.17%) | -58.07K Decreased by -4.37% | Dec 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 1.32M (5.13%) | -7.14K Decreased by -0.54% | Mar 31, 25 |
| 6 | FMR Inc | 1.13M (4.41%) | 40.93K Increased by +3.61% | Mar 31, 25 |
| 7 | State Street Corporation | 1.03M (4.00%) | 5.85K Increased by +0.57% | Mar 31, 24 |
| 8 | State Street Corp | 1.01M (3.93%) | -51.96K Decreased by -5.14% | Mar 31, 25 |
| 9 | AltraVue Capital, LLC | 983.80K (3.83%) | 31.65K Increased by +3.22% | Mar 31, 25 |
| 10 | Geneva Capital Management | 870.89K (3.39%) | -2.40K Decreased by -0.28% | Mar 31, 25 |
| 11 | American Century Companies Inc | 865.32K (3.37%) | 74.99K Increased by +8.67% | Mar 31, 25 |
| 12 | Morgan Stanley - Brokerage Accounts | 840.62K (3.27%) | 76.56K Increased by +9.11% | Mar 31, 25 |
| 13 | GOBI CAPITAL LLC | 783.51K (3.05%) | -152.61K Decreased by -19.48% | Mar 31, 25 |
| 14 | Wellington Management Company LLP | 780.30K (3.04%) | -157.30K Decreased by -20.16% | Mar 31, 25 |
| 15 | Geode Capital Management, LLC | 655.14K (2.55%) | 23.48K Increased by +3.58% | Mar 31, 25 |
| 16 | Mirabella Financial Services LLP | 589.03K (2.29%) | 589.03K Increased by +100.00% | Dec 31, 24 |
| 17 | Northern Trust Corp | 496.65K (1.93%) | 37.50K Increased by +7.55% | Dec 31, 24 |
| 18 | WCM Investment Management | 406.45K (1.58%) | -26.70K Decreased by -6.57% | Mar 31, 25 |
| 19 | Charles Schwab Investment Management Inc | 385.94K (1.50%) | -4.64K Decreased by -1.20% | Mar 31, 25 |
| 20 | Goldman Sachs Group Inc | 331.54K (1.29%) | 210.92K Increased by +63.62% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.60M (6.23%) | -1.52K Decreased by -0.10% | Apr 30, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 851.60K (3.31%) | 3.04K Increased by +0.36% | Apr 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 849.37K (3.30%) | 793.00 Increased by +0.09% | Sep 30, 24 |
| 4 | Avantis US Small Cap Value ETF | 739.10K (2.88%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 5 | iShares Russell 2000 ETF | 656.72K (2.55%) | 111.00 Increased by +0.02% | Apr 30, 25 |
| 6 | Vanguard Information Technology ETF | 637.96K (2.48%) | 4.87K Increased by +0.76% | Apr 30, 25 |
| 7 | AMG River Road Small Cap Value N | 413.62K (1.61%) | 90.45K Increased by +21.87% | Apr 30, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 411.49K (1.60%) | 487.00 Increased by +0.12% | Apr 30, 25 |
| 9 | Swedbank Robur Small Cap USA A | 325.00K (1.26%) | 75.00K Increased by +23.08% | Mar 31, 25 |
| 10 | Nationwide Geneva Small Cap Gr Instl Svc | 288.81K (1.12%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 11 | T. Rowe Price Integrated US SmCapGrEq | 280.40K (1.09%) | 169.50K Increased by +60.45% | Dec 31, 24 |
| 12 | JNL Multi-Manager Small Cap Value I | 277.23K (1.08%) | 69.77K Increased by +25.16% | Mar 31, 25 |
| 13 | Fidelity Small Cap Index | 260.74K (1.01%) | 1.58K Increased by +0.60% | Feb 28, 25 |
| 14 | Fidelity® Small Cap Index | 256.87K (1.00%) | 7.05K Increased by +2.74% | Oct 31, 23 |
| 15 | Pacer US Small Cap Cash Cows 100 ETF | 238.96K (0.93%) | -909.00 Decreased by -0.38% | Apr 30, 25 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 236.10K (0.92%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | iShares Russell 2000 Value ETF | 234.41K (0.91%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 227.24K (0.88%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 19 | DFA US Targeted Value I | 205.94K (0.80%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Fidelity Stock Selector Small Cap | 201.31K (0.78%) | 0.00 Increased by 0.00% | Feb 28, 25 |