| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 12.41M (15.61%) | -150.03K Decreased by -1.21% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 6.35M (7.98%) | 58.87K Increased by +0.93% | Jun 30, 25 |
| 3 | North Reef Capital Management LP | 5.75M (7.23%) | 526.08K Increased by +9.15% | Jun 30, 25 |
| 4 | State Street Corp | 4.24M (5.33%) | -320.46K Decreased by -7.56% | Mar 31, 25 |
| 5 | State Street Corporation | 4.15M (5.22%) | -20.73K Decreased by -0.50% | Mar 31, 24 |
| 6 | Wellington Management Company LLP | 3.46M (4.35%) | -238.75K Decreased by -6.91% | Jun 30, 25 |
| 7 | Dimensional Fund Advisors, Inc. | 3.00M (3.78%) | 19.30K Increased by +0.64% | Jun 30, 25 |
| 8 | Westwood Holdings Group Inc | 2.87M (3.61%) | 622.71K Increased by +21.70% | Mar 31, 25 |
| 9 | Franklin Resources Inc | 2.72M (3.42%) | 5.35K Increased by +0.20% | Jun 30, 25 |
| 10 | Geode Capital Management, LLC | 2.06M (2.59%) | 49.49K Increased by +2.41% | Mar 31, 25 |
| 11 | DePrince Race & Zollo Inc | 2.00M (2.52%) | 31.35K Increased by +1.56% | Jun 30, 25 |
| 12 | Segall Bryant & Hamill | 1.93M (2.42%) | 10.47K Increased by +0.54% | Jun 30, 25 |
| 13 | Bank of New York Mellon Corp | 1.36M (1.72%) | -539.09K Decreased by -39.52% | Mar 31, 25 |
| 14 | Royce & Associates, LP | 1.30M (1.63%) | 163.97K Increased by +12.61% | Jun 30, 25 |
| 15 | William Blair Investment Management, LLC | 1.30M (1.63%) | -104.31K Decreased by -8.04% | Jun 30, 25 |
| 16 | FJ Capital Management LLC | 1.15M (1.45%) | 762.50K Increased by +66.05% | Jun 30, 25 |
| 17 | abrdn PLC | 1.12M (1.41%) | 110.58K Increased by +9.85% | Sep 30, 24 |
| 18 | GW&K Investment Management, LLC | 1.07M (1.35%) | -33.93K Decreased by -3.16% | Mar 31, 25 |
| 19 | Morgan Stanley - Brokerage Accounts | 958.66K (1.21%) | -173.16K Decreased by -18.06% | Dec 31, 24 |
| 20 | Charles Schwab Investment Management Inc | 925.50K (1.16%) | -28.39K Decreased by -3.07% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.08M (6.38%) | 758.00 Increased by +0.01% | Jul 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.71M (3.41%) | -57.28K Decreased by -2.12% | Jul 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 2.67M (3.36%) | 3.02K Increased by +0.11% | Sep 30, 24 |
| 4 | Franklin Small Cap Value SMA Composite | 2.47M (3.10%) | 948.79K Increased by +38.43% | Jun 30, 25 |
| 5 | Franklin US Small Cap Value Equity | 2.47M (3.10%) | 948.79K Increased by +38.43% | Jun 30, 25 |
| 6 | iShares Russell 2000 ETF | 1.99M (2.51%) | -37.91K Decreased by -1.90% | Jul 31, 25 |
| 7 | Franklin Small Cap Value A | 1.52M (1.91%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | American Beacon Small Cp Val R5 | 1.17M (1.47%) | -27.96K Decreased by -2.39% | Jul 31, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 910.04K (1.14%) | -403.08K Decreased by -44.29% | Jul 31, 25 |
| 10 | Fidelity Small Cap Index | 857.33K (1.08%) | 2.02K Increased by +0.24% | May 31, 25 |
| 11 | Fidelity® Small Cap Index | 814.63K (1.02%) | 22.70K Increased by +2.79% | Oct 31, 23 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 799.71K (1.01%) | -695.00 Decreased by -0.09% | Jul 31, 25 |
| 13 | SPDR® Portfolio S&P 600 Sm Cap ETF | 747.05K (0.94%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 14 | iShares Russell 2000 Value ETF | 742.73K (0.93%) | 4.69K Increased by +0.63% | Jul 31, 25 |
| 15 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 735.06K (0.92%) | 411.00 Increased by +0.06% | Jul 31, 25 |
| 16 | Westwood Mgt SmallCap Value | 727.12K (0.91%) | -55.32K Decreased by -7.61% | Jun 30, 25 |
| 17 | Westwood Quality SmallCap Fund Inst | 727.12K (0.91%) | -55.32K Decreased by -7.61% | Jun 30, 25 |
| 18 | Brown Advisory Small-Cap Fdmtl Val Inv | 707.36K (0.89%) | -5.28K Decreased by -0.75% | Jul 31, 25 |
| 19 | SPDR® S&P Regional Banking ETF | 641.04K (0.81%) | 1.52K Increased by +0.24% | Dec 31, 24 |
| 20 | Royce Small-Cap Quality Value Composite | 598.85K (0.75%) | 0.00 Increased by 0.00% | Jun 30, 25 |