| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Rubric Capital Management LP | 5.73M (14.23%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | T. Rowe Price Investment Management,Inc. | 4.41M (10.95%) | 1.71M Increased by +38.91% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 3.64M (9.05%) | -265.71K Decreased by -7.30% | Dec 31, 24 |
| 4 | BlackRock Inc | 3.21M (7.97%) | 110.13K Increased by +3.43% | Dec 31, 24 |
| 5 | Magnetar Financial LLC | 3.07M (7.63%) | 3.07M Increased by +100.00% | Dec 31, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 2.88M (7.17%) | 205.05K Increased by +7.11% | Dec 31, 24 |
| 7 | Frontier Capital Management CO Inc | 2.83M (7.03%) | -212.01K Decreased by -7.50% | Sep 30, 24 |
| 8 | Test Hedge Fund Mgmt | 2.53M (6.28%) | 2.53M Increased by +100.00% | Dec 31, 24 |
| 9 | Westchester Capital Management LLC | 1.73M (4.29%) | 1.73M Increased by +100.00% | Dec 31, 24 |
| 10 | AllianceBernstein L.P. | 1.71M (4.24%) | -654.00K Decreased by -38.31% | Dec 31, 24 |
| 11 | Bridgeway Capital Management, LLC | 1.50M (3.74%) | 159.44K Increased by +10.61% | Sep 30, 24 |
| 12 | Schonfeld Strategic Advisors LLC | 1.29M (3.20%) | 1.29M Increased by +100.00% | Dec 31, 24 |
| 13 | HSBC Holdings PLC | 1.08M (2.68%) | 1.07M Increased by +98.74% | Dec 31, 24 |
| 14 | Geode Capital Management, LLC | 1.08M (2.68%) | -12.26K Decreased by -1.14% | Dec 31, 24 |
| 15 | State Street Corporation | 1.03M (2.55%) | 21.81K Increased by +2.12% | Mar 31, 24 |
| 16 | JPMorgan Chase & Co | 992.52K (2.47%) | 23.07K Increased by +2.32% | Dec 31, 24 |
| 17 | Charles Schwab Investment Management Inc | 992.00K (2.47%) | 9.34K Increased by +0.94% | Dec 31, 24 |
| 18 | State Street Corp | 947.13K (2.35%) | -38.21K Decreased by -4.03% | Dec 31, 24 |
| 19 | Eckert Corp | 820.00K (2.04%) | 820.00K Increased by +100.00% | Dec 31, 24 |
| 20 | First Trust Advisors L.P. | 816.26K (2.03%) | 113.00K Increased by +13.84% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value | 2.70M (6.72%) | -1.45K Decreased by -0.05% | Nov 30, 24 |
| 2 | T. Rowe Price U.S. SC Value Eq Tr-Z | 1.37M (3.41%) | 550.49K Increased by +40.13% | Sep 30, 24 |
| 3 | The Merger Fund A | 1.35M (3.36%) | 1.35M Increased by +100.00% | Dec 31, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.13M (2.81%) | 60.83K Increased by +5.38% | Feb 28, 25 |
| 5 | iShares Russell 2000 ETF | 1.05M (2.62%) | -12.34K Decreased by -1.17% | Feb 28, 25 |
| 6 | Vanguard Small Cap Index | 915.48K (2.28%) | 781.00 Increased by +0.09% | Feb 28, 25 |
| 7 | EA Bridgeway Omni Small-Cap Value ETF | 821.17K (2.04%) | 909.00 Increased by +0.11% | Nov 29, 24 |
| 8 | Bridgeway Omni Small-Cap Value | 762.64K (1.90%) | 50.00K Increased by +6.56% | Sep 30, 24 |
| 9 | Bridgeway Omni Small-Cap Value N | 762.64K (1.90%) | 50.00K Increased by +6.56% | Sep 30, 24 |
| 10 | First Trust BuyWrite Income ETF | 652.54K (1.62%) | 1.77K Increased by +0.27% | Feb 27, 25 |
| 11 | Vanguard Small Cap Value Index Inv | 604.32K (1.50%) | -780.00 Decreased by -0.13% | Feb 28, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 592.16K (1.47%) | 6.50K Increased by +1.10% | Feb 28, 25 |
| 13 | American Century Small Cap Value Inv | 576.59K (1.43%) | -1.87M Decreased by -324.40% | Dec 31, 24 |
| 14 | American Century U.S. Small Cap Value | 576.59K (1.43%) | -1.87M Decreased by -324.40% | Dec 31, 24 |
| 15 | Schwab Fundamental U.S. Small CompanyETF | 555.27K (1.38%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 16 | Schwab Fundamental US Small Company ETF | 541.87K (1.35%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | DFA US Small Cap Value I | 521.35K (1.30%) | -10.43K Decreased by -2.00% | Jan 31, 25 |
| 18 | WisdomTree US SmallCap Dividend ETF | 440.74K (1.10%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 19 | Vanguard Explorer Value Inv | 435.98K (1.08%) | 1.04K Increased by +0.24% | Sep 30, 24 |
| 20 | JPM US Small Cap Value-Composite | 411.21K (1.02%) | 9.07K Increased by +2.20% | Dec 31, 24 |
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