| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Carnick & Kubik Group, LLC | 1.63M (17.21%) | -100.00 Decreased by -0.01% | Mar 31, 25 |
| 2 | Kovitz Investment Group Partners, LLC | 1.63M (17.21%) | 1.63M Increased by +100.00% | Jun 30, 25 |
| 3 | BlackRock Inc | 1.40M (14.75%) | -62.76K Decreased by -4.50% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 705.16K (7.45%) | 7.27K Increased by +1.03% | Jun 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 408.56K (4.32%) | -74.22K Decreased by -18.17% | Jun 30, 25 |
| 6 | Pacer Advisors, INC. | 385.89K (4.08%) | -85.47K Decreased by -22.15% | Sep 30, 24 |
| 7 | First Trust Advisors L.P. | 371.02K (3.92%) | 89.41K Increased by +24.10% | Jun 30, 25 |
| 8 | State Street Corp | 352.10K (3.72%) | 3.16K Increased by +0.90% | Jun 30, 25 |
| 9 | State Street Corporation | 351.91K (3.72%) | 11.84K Increased by +3.37% | Mar 31, 24 |
| 10 | American Century Companies Inc | 351.75K (3.72%) | 27.03K Increased by +7.68% | Dec 31, 24 |
| 11 | Demars Financial Group, LLC | 344.58K (3.64%) | 344.58K Increased by +100.00% | Mar 31, 25 |
| 12 | Amvescap Plc. | 340.01K (3.59%) | 64.03K Increased by +18.83% | Jun 30, 25 |
| 13 | Mirae Asset Global Investments (Korea) Co Ltd | 311.09K (3.29%) | -58.83K Decreased by -18.91% | Mar 31, 24 |
| 14 | Rockefeller Capital Management L.P. | 249.73K (2.64%) | 132.96K Increased by +53.24% | Jun 30, 25 |
| 15 | Geode Capital Management, LLC | 237.72K (2.51%) | 5.72K Increased by +2.41% | Jun 30, 25 |
| 16 | Heartland Advisors Inc | 208.36K (2.20%) | -151.76K Decreased by -72.84% | Sep 30, 23 |
| 17 | New Vernon Capital Holdings II LLC | 202.86K (2.14%) | 202.86K Increased by +100.00% | Mar 31, 25 |
| 18 | Fisher Asset Management, LLC | 200.64K (2.12%) | 392.00 Increased by +0.20% | Jun 30, 25 |
| 19 | Acadian Asset Management LLC | 192.54K (2.04%) | 3.10K Increased by +1.61% | Dec 31, 23 |
| 20 | Ophir Asset Management Pty Ltd | 185.13K (1.96%) | 77.03K Increased by +41.61% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 560.00K (5.92%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | First Trust RBA Amer Indl RenaisTM ETF | 377.07K (3.99%) | 2.36K Increased by +0.63% | Aug 28, 25 |
| 3 | Pacer US Small Cap Cash Cows 100 ETF | 373.56K (3.95%) | -1.27K Decreased by -0.34% | Nov 29, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 305.63K (3.23%) | -6.56K Decreased by -2.15% | Jul 31, 25 |
| 5 | Vanguard US Total Market Shares ETF | 282.92K (2.99%) | -594.00 Decreased by -0.21% | Sep 30, 24 |
| 6 | iShares Russell 2000 ETF | 230.94K (2.44%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 7 | First Trust SMID Cp Rising Div Achv ETF | 204.74K (2.16%) | 220.00 Increased by +0.11% | Aug 28, 25 |
| 8 | Fidelity Focused Stock | 137.00K (1.45%) | 137.00K Increased by +100.00% | May 31, 24 |
| 9 | Invesco Discovery A | 116.89K (1.24%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | Invesco OFI Small Cap Growth | 116.89K (1.24%) | 7.40K Increased by +6.33% | Jun 30, 25 |
| 11 | DFA US Small Cap Value I | 114.48K (1.21%) | 0.00 Increased by 0.00% | May 31, 24 |
| 12 | DFA US Micro Cap I | 105.44K (1.11%) | -5.60K Decreased by -5.31% | Jul 31, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 101.21K (1.07%) | -43.67K Decreased by -43.15% | Jul 31, 25 |
| 14 | Fidelity Small Cap Index | 95.91K (1.01%) | 1.09K Increased by +1.14% | Jun 30, 25 |
| 15 | Lord Abbett High Yield Opportunistic | 95.47K (1.01%) | 95.47K Increased by +100.00% | Dec 31, 23 |
| 16 | Global X US Infrastructure Dev ETF | 91.79K (0.97%) | 55.00 Increased by +0.06% | Aug 29, 25 |
| 17 | DFA US Small Cap I | 90.70K (0.96%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | Fidelity® Small Cap Index | 88.78K (0.94%) | 2.69K Increased by +3.03% | Oct 31, 23 |
| 19 | iShares Russell 2000 Value ETF | 85.88K (0.91%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | Invesco Dorsey Wright SmallCap Momt ETF | 84.83K (0.90%) | 0.00 Increased by 0.00% | Mar 31, 24 |