| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.24M (15.10%) | -31.31K Decreased by -0.97% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 2.59M (12.05%) | 15.04K Increased by +0.58% | Jun 30, 25 |
| 3 | HighTower Advisors, LLC | 1.51M (7.02%) | -3.51K Decreased by -0.23% | Jun 30, 25 |
| 4 | Westwood Holdings Group Inc | 1.34M (6.23%) | 83.94K Increased by +6.28% | Jun 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.25M (5.83%) | -25.23K Decreased by -2.02% | Jun 30, 25 |
| 6 | State Street Corporation | 1.21M (5.62%) | -6.80K Decreased by -0.56% | Mar 31, 24 |
| 7 | State Street Corp | 917.27K (4.27%) | -16.84K Decreased by -1.84% | Jun 30, 25 |
| 8 | First Trust Advisors L.P. | 739.44K (3.45%) | -13.66K Decreased by -1.85% | Jun 30, 25 |
| 9 | Victory Capital Management Inc. | 699.86K (3.26%) | -21.50K Decreased by -3.07% | Jun 30, 24 |
| 10 | DePrince Race & Zollo Inc | 684.76K (3.19%) | 53.47K Increased by +7.81% | Jun 30, 25 |
| 11 | American Century Companies Inc | 540.95K (2.52%) | 46.82K Increased by +8.66% | Jun 30, 25 |
| 12 | Geode Capital Management, LLC | 508.51K (2.37%) | 9.21K Increased by +1.81% | Jun 30, 25 |
| 13 | Charles Schwab Investment Management Inc | 456.41K (2.13%) | 29.98K Increased by +6.57% | Jun 30, 25 |
| 14 | SouthernSun Asset Management, LLC | 406.01K (1.89%) | 30.00K Increased by +7.39% | Jun 30, 25 |
| 15 | Morgan Stanley - Brokerage Accounts | 271.68K (1.27%) | -202.84K Decreased by -74.66% | Jun 30, 25 |
| 16 | Northern Trust Corp | 245.61K (1.14%) | -35.16K Decreased by -14.32% | Jun 30, 25 |
| 17 | Bank of New York Mellon Corp | 234.83K (1.09%) | -77.69K Decreased by -33.08% | Jun 30, 25 |
| 18 | Cresset Asset Management, LLC | 200.05K (0.93%) | 346.00 Increased by +0.17% | Jun 30, 25 |
| 19 | Acadian Asset Management LLC | 178.64K (0.83%) | 173.87K Increased by +97.33% | Jun 30, 25 |
| 20 | JPMorgan Chase & Co | 176.07K (0.82%) | -109.51K Decreased by -62.20% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.26M (5.88%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | First Trust Value Line® Dividend ETF | 688.81K (3.21%) | -865.00 Decreased by -0.13% | Jul 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 678.34K (3.16%) | -13.98K Decreased by -2.06% | Jul 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 672.30K (3.13%) | 972.00 Increased by +0.14% | Sep 30, 24 |
| 5 | Vanguard Small Cap Index | 520.45K (2.42%) | -3.44K Decreased by -0.66% | Jul 31, 25 |
| 6 | Victory Small Cap Value CIT (Net 75) | 520.00K (2.42%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 7 | Victory Sycamore Small Company Opp R | 520.00K (2.42%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | iShares Russell 2000 ETF | 517.69K (2.41%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 9 | American Beacon Small Cp Val R5 | 478.91K (2.23%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 10 | Avantis US Small Cap Value ETF | 475.43K (2.22%) | 0.00 Increased by 0.00% | Aug 30, 25 |
| 11 | Westwood Mgt SmallCap Value | 338.88K (1.58%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Westwood Quality SmallCap Fund Inst | 338.88K (1.58%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Vanguard Small Cap Value Index Inv | 336.31K (1.57%) | 1.89K Increased by +0.56% | Jul 31, 25 |
| 14 | SouthernSun Small Cap | 327.43K (1.53%) | -35.89K Decreased by -10.96% | Jun 30, 25 |
| 15 | DFA US Small Cap Value I | 284.05K (1.32%) | -2.14K Decreased by -0.75% | Jul 31, 25 |
| 16 | SPDR® S&P Dividend ETF | 271.30K (1.26%) | 178.00 Increased by +0.07% | Dec 31, 24 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 228.85K (1.07%) | -100.11K Decreased by -43.74% | Jul 31, 25 |
| 18 | Fidelity Small Cap Index | 217.04K (1.01%) | -336.00 Decreased by -0.15% | Jun 30, 25 |
| 19 | Fidelity® Small Cap Index | 205.14K (0.96%) | 5.80K Increased by +2.83% | Oct 31, 23 |
| 20 | iShares S&P Small-Cap 600 Value ETF | 197.76K (0.92%) | 0.00 Increased by 0.00% | Aug 31, 25 |