| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.79M (17.06%) | 22.65K Increased by +0.81% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 1.52M (9.31%) | -10.91K Decreased by -0.72% | Mar 31, 25 |
| 3 | Renaissance Technologies Corp | 759.18K (4.64%) | -16.40K Decreased by -2.16% | Mar 31, 25 |
| 4 | State Street Corporation | 661.72K (4.05%) | 9.85K Increased by +1.49% | Mar 31, 24 |
| 5 | State Street Corp | 637.42K (3.90%) | -3.37K Decreased by -0.53% | Mar 31, 25 |
| 6 | Wellington Management Company LLP | 458.33K (2.80%) | 46.41K Increased by +10.13% | Mar 31, 25 |
| 7 | Geode Capital Management, LLC | 388.90K (2.38%) | 7.71K Increased by +1.98% | Mar 31, 25 |
| 8 | First Trust Advisors L.P. | 297.00K (1.82%) | 47.48K Increased by +15.99% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 296.12K (1.81%) | 14.81K Increased by +5.00% | Mar 31, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 278.46K (1.70%) | 100.80K Increased by +36.20% | Mar 31, 25 |
| 11 | Rule One Partners, LLC | 219.35K (1.34%) | 219.35K Increased by +100.00% | Sep 30, 24 |
| 12 | Charles Schwab Investment Management Inc | 219.06K (1.34%) | 26.66K Increased by +12.17% | Mar 31, 25 |
| 13 | Royal Bank of Canada | 210.30K (1.29%) | -8.09K Decreased by -3.85% | Mar 31, 25 |
| 14 | Bank of New York Mellon Corp | 198.89K (1.22%) | -3.95K Decreased by -1.99% | Mar 31, 25 |
| 15 | Northern Trust Corp | 185.52K (1.13%) | 685.00 Increased by +0.37% | Mar 31, 25 |
| 16 | Commonwealth Equity Services Inc | 161.65K (0.99%) | 10.61K Increased by +6.56% | Sep 30, 24 |
| 17 | American Century Companies Inc | 159.21K (0.97%) | -4.81K Decreased by -3.02% | Mar 31, 25 |
| 18 | Amvescap Plc. | 154.87K (0.95%) | 13.10K Increased by +8.46% | Mar 31, 25 |
| 19 | Goldman Sachs Group Inc | 131.50K (0.80%) | -41.00K Decreased by -31.18% | Mar 31, 25 |
| 20 | UBS Group AG | 131.39K (0.80%) | 28.95K Increased by +22.04% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 983.50K (6.02%) | -7.93K Decreased by -0.81% | Jun 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 545.49K (3.34%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 538.00K (3.29%) | 9.30K Increased by +1.73% | May 31, 25 |
| 4 | iShares Russell 2000 ETF | 398.09K (2.44%) | 2.75K Increased by +0.69% | Jun 30, 25 |
| 5 | Schwab US Dividend Equity ETF™ | 278.58K (1.70%) | -160.00 Decreased by -0.06% | Jan 31, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 262.54K (1.61%) | 2.24K Increased by +0.85% | May 31, 25 |
| 7 | Vanguard Small Cap Index | 209.97K (1.28%) | 760.00 Increased by +0.36% | May 31, 25 |
| 8 | iShares US Aerospace & Defense ETF | 179.81K (1.10%) | -615.00 Decreased by -0.34% | Jun 30, 25 |
| 9 | Fidelity® Small Cap Index | 168.05K (1.03%) | 4.57K Increased by +2.72% | Oct 31, 23 |
| 10 | Fidelity Small Cap Index | 164.52K (1.01%) | 119.00 Increased by +0.07% | Apr 30, 25 |
| 11 | SPDR® Portfolio S&P 600 Sm Cap ETF | 157.47K (0.96%) | 160.00 Increased by +0.10% | Mar 28, 24 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 155.70K (0.95%) | -2.66K Decreased by -1.71% | Jun 30, 25 |
| 13 | Avantis US Small Cap Value ETF | 149.99K (0.92%) | 0.00 Increased by 0.00% | Jun 28, 25 |
| 14 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 145.71K (0.89%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | iShares Russell 2000 Growth ETF | 140.08K (0.86%) | -163.00 Decreased by -0.12% | Mar 28, 24 |
| 16 | Vanguard Small Cap Value Index Inv | 135.54K (0.83%) | -204.00 Decreased by -0.15% | May 31, 25 |
| 17 | Schwab Fundamental US Small Company ETF | 130.28K (0.80%) | 0.00 Increased by 0.00% | Mar 29, 24 |
| 18 | Vanguard Explorer Value Inv | 120.70K (0.74%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | State St Russell Sm/Mid Cp® Indx NL Cl C | 104.31K (0.64%) | 460.00 Increased by +0.44% | Apr 30, 25 |
| 20 | Vanguard Tax-Managed Small Cap Adm | 97.89K (0.60%) | 0.00 Increased by 0.00% | May 31, 25 |