| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.23M (9.73%) | -2.24K Decreased by -0.05% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 2.69M (6.19%) | -71.28K Decreased by -2.65% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 2.62M (6.02%) | -521.00 Decreased by -0.02% | Dec 31, 24 |
| 4 | North Reef Capital Management LP | 2.23M (5.12%) | 125.00K Increased by +5.62% | Sep 30, 24 |
| 5 | Franklin Resources Inc | 1.85M (4.27%) | 582.31K Increased by +31.41% | Dec 31, 24 |
| 6 | State Street Corp | 1.62M (3.73%) | 228.87K Increased by +14.10% | Dec 31, 24 |
| 7 | State Street Corporation | 1.37M (3.15%) | 70.89K Increased by +5.17% | Mar 31, 24 |
| 8 | Amvescap Plc. | 1.36M (3.13%) | -70.79K Decreased by -5.20% | Dec 31, 23 |
| 9 | Systematic Financial Management LP | 1.12M (2.57%) | 90.83K Increased by +8.14% | Dec 31, 24 |
| 10 | Geode Capital Management, LLC | 1.06M (2.45%) | -8.88K Decreased by -0.83% | Dec 31, 24 |
| 11 | Massachusetts Financial Services Company | 937.53K (2.16%) | 129.59K Increased by +13.82% | Dec 31, 24 |
| 12 | American Century Companies Inc | 893.55K (2.06%) | 6.82K Increased by +0.76% | Dec 31, 24 |
| 13 | Charles Schwab Investment Management Inc | 684.71K (1.58%) | 4.79K Increased by +0.70% | Dec 31, 24 |
| 14 | Balyasny Asset Management LLC | 665.58K (1.53%) | 484.51K Increased by +72.80% | Dec 31, 24 |
| 15 | T. Rowe Price Investment Management,Inc. | 660.53K (1.52%) | -2.03M Decreased by -306.91% | Mar 31, 24 |
| 16 | Magnetar Financial LLC | 629.26K (1.45%) | 629.26K Increased by +100.00% | Dec 31, 24 |
| 17 | Goldman Sachs Group Inc | 627.16K (1.44%) | 116.33K Increased by +18.55% | Dec 31, 24 |
| 18 | Macquarie Group Ltd | 595.00K (1.37%) | -647.46K Decreased by -108.82% | Dec 31, 24 |
| 19 | Wellington Management Company LLP | 593.53K (1.37%) | -225.95K Decreased by -38.07% | Dec 31, 24 |
| 20 | Northern Trust Corp | 508.63K (1.17%) | 26.39K Increased by +5.19% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.36M (3.12%) | 1.99K Increased by +0.15% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.35M (3.12%) | 1.35M Increased by +100.00% | Mar 31, 25 |
| 3 | Invesco High Yield Eq Div Achiev™ ETF | 1.24M (2.86%) | -9.40K Decreased by -0.76% | Jan 31, 24 |
| 4 | iShares Russell 2000 ETF | 1.23M (2.84%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 5 | Franklin Small Cap Value A | 1.18M (2.71%) | 1.18M Increased by +100.00% | Mar 31, 25 |
| 6 | Franklin Small Cap Value SMA Composite | 1.18M (2.71%) | 429.25K Increased by +36.48% | Dec 31, 24 |
| 7 | Franklin US Small Cap Value Equity | 1.18M (2.71%) | 429.25K Increased by +36.48% | Dec 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 705.87K (1.62%) | 705.87K Increased by +100.00% | Mar 31, 25 |
| 9 | MFS New Discovery Value I | 688.66K (1.58%) | -6.84K Decreased by -0.99% | Feb 28, 25 |
| 10 | Avantis US Small Cap Value ETF | 687.66K (1.58%) | -2.68K Decreased by -0.39% | Mar 29, 25 |
| 11 | DFA US Small Cap Value I | 615.29K (1.42%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 12 | Fidelity Small Cap Index | 432.81K (1.00%) | -8.11K Decreased by -1.87% | Jan 31, 25 |
| 13 | Fidelity® Small Cap Index | 426.54K (0.98%) | 12.65K Increased by +2.97% | Oct 31, 23 |
| 14 | Delaware Small Cap Value A | 404.93K (0.93%) | -439.00K Decreased by -108.42% | Oct 31, 24 |
| 15 | Macquarie Small Cap Value A | 403.23K (0.93%) | -1.70K Decreased by -0.42% | Nov 30, 24 |
| 16 | iShares Russell 2000 Value ETF | 402.83K (0.93%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | T. Rowe Price Small-Cap Value | 384.96K (0.89%) | -1.27M Decreased by -328.75% | Mar 31, 24 |
| 18 | Integrity Small-Cap Value Comp | 342.00K (0.79%) | 39.60K Increased by +11.58% | Sep 30, 24 |
| 19 | Victory Integrity Small-Cap Value A | 342.00K (0.79%) | 39.60K Increased by +11.58% | Sep 30, 24 |
| 20 | SPDR® S&P Regional Banking ETF | 321.17K (0.74%) | 321.17K Increased by +100.00% | Mar 31, 25 |