| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.82M (19.72%) | -85.70K Decreased by -2.24% | Mar 31, 25 |
| 2 | T. Rowe Price Associates, Inc. | 2.14M (11.07%) | -1.30M Decreased by -60.50% | Dec 31, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 1.85M (9.57%) | -116.03K Decreased by -6.26% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 1.62M (8.38%) | -414.24K Decreased by -25.52% | Jun 30, 25 |
| 5 | State Street Corporation | 1.02M (5.27%) | -31.16K Decreased by -3.06% | Mar 31, 24 |
| 6 | State Street Corp | 969.39K (5.01%) | -21.27K Decreased by -2.19% | Mar 31, 25 |
| 7 | Pacer Advisors, INC. | 838.37K (4.33%) | 16.38K Increased by +1.95% | Dec 31, 24 |
| 8 | J. Goldman & Co LP | 738.85K (3.82%) | -146.87K Decreased by -19.88% | Mar 31, 25 |
| 9 | American Century Companies Inc | 694.81K (3.59%) | 19.23K Increased by +2.77% | Jun 30, 25 |
| 10 | Neuberger Berman Group LLC | 685.87K (3.54%) | -174.64K Decreased by -25.46% | Mar 31, 25 |
| 11 | Charles Schwab Investment Management Inc | 643.24K (3.32%) | 5.31K Increased by +0.83% | Jun 30, 25 |
| 12 | Geode Capital Management, LLC | 589.24K (3.04%) | -15.19K Decreased by -2.58% | Mar 31, 25 |
| 13 | Bragg Financial Advisors Inc | 537.99K (2.78%) | 85.58K Increased by +15.91% | Jun 30, 25 |
| 14 | JONES FINANCIAL COMPANIES LLLP | 518.56K (2.68%) | 518.35K Increased by +99.96% | Mar 31, 25 |
| 15 | FMR Inc | 460.09K (2.38%) | -233.52K Decreased by -50.76% | Sep 30, 23 |
| 16 | Jacobs Levy Equity Management, Inc. | 444.78K (2.30%) | 126.26K Increased by +28.39% | Mar 31, 25 |
| 17 | UBS Group AG | 438.56K (2.27%) | 278.49K Increased by +63.50% | Dec 31, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 409.08K (2.11%) | 65.75K Increased by +16.07% | Mar 31, 25 |
| 19 | D. E. Shaw & Co LP | 402.69K (2.08%) | -47.99K Decreased by -11.92% | Jun 30, 25 |
| 20 | Northern Trust Corp | 364.63K (1.88%) | -37.12K Decreased by -10.18% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.41M (7.29%) | 252.00 Increased by +0.02% | Jul 31, 25 |
| 2 | T. Rowe Price Mid-Cap Value | 1.19M (6.13%) | -796.10K Decreased by -67.10% | Dec 31, 23 |
| 3 | T. Rowe Price US Mid-Cap Value Equity | 1.19M (6.13%) | -796.10K Decreased by -67.10% | Dec 31, 23 |
| 4 | Pacer US Small Cap Cash Cows 100 ETF | 733.50K (3.79%) | -5.31K Decreased by -0.72% | Feb 28, 25 |
| 5 | Vanguard US Total Market Shares ETF | 662.83K (3.42%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 630.99K (3.26%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | DFA US Small Cap Value I | 627.76K (3.24%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 625.88K (3.23%) | -332.97K Decreased by -53.20% | Dec 31, 23 |
| 9 | Avantis US Small Cap Value ETF | 608.26K (3.14%) | 328.00 Increased by +0.05% | Jul 31, 25 |
| 10 | iShares Russell 2000 ETF | 516.49K (2.67%) | -9.87K Decreased by -1.91% | Jul 31, 25 |
| 11 | FPA Queens Road Small Cap Value Inv | 511.68K (2.64%) | 78.75K Increased by +15.39% | Jun 30, 25 |
| 12 | Neuberger Berman Glb Eq Mgtrnd USD IAcc | 471.88K (2.44%) | -82.73K Decreased by -17.53% | Mar 31, 25 |
| 13 | Fidelity Value | 435.20K (2.25%) | 19.10K Increased by +4.39% | Nov 30, 23 |
| 14 | Fidelity® Value | 435.20K (2.25%) | 19.10K Increased by +4.39% | Nov 30, 23 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 365.55K (1.89%) | -25.19K Decreased by -6.89% | Jun 30, 25 |
| 16 | Schwab Fundamental U.S. Small CompanyETF | 343.47K (1.77%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 17 | Fidelity® Small Cap Index | 263.90K (1.36%) | 7.32K Increased by +2.77% | Oct 31, 23 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 246.06K (1.27%) | 50.00 Increased by +0.02% | Feb 29, 24 |
| 19 | Fidelity Small Cap Index | 239.62K (1.24%) | -1.61K Decreased by -0.67% | May 31, 25 |
| 20 | Vanguard Small Cap Index | 239.06K (1.23%) | 855.00 Increased by +0.36% | May 31, 25 |