| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.27M (15.38%) | -77.72K Decreased by -2.38% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.57M (12.09%) | 10.94K Increased by +0.43% | Mar 31, 25 |
| 3 | HighTower Advisors, LLC | 1.51M (7.10%) | 811.00 Increased by +0.05% | Mar 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 1.28M (6.00%) | -35.26K Decreased by -2.76% | Mar 31, 25 |
| 5 | Westwood Holdings Group Inc | 1.25M (5.89%) | 331.21K Increased by +26.44% | Mar 31, 25 |
| 6 | State Street Corporation | 1.21M (5.67%) | -6.80K Decreased by -0.56% | Mar 31, 24 |
| 7 | State Street Corp | 934.10K (4.39%) | -351.42K Decreased by -37.62% | Mar 31, 25 |
| 8 | First Trust Advisors L.P. | 753.09K (3.54%) | 93.05K Increased by +12.36% | Mar 31, 25 |
| 9 | Victory Capital Management Inc. | 699.86K (3.29%) | -21.50K Decreased by -3.07% | Jun 30, 24 |
| 10 | DePrince Race & Zollo Inc | 631.29K (2.97%) | -7.21K Decreased by -1.14% | Mar 31, 25 |
| 11 | Geode Capital Management, LLC | 499.30K (2.35%) | 16.65K Increased by +3.33% | Mar 31, 25 |
| 12 | American Century Companies Inc | 494.13K (2.32%) | 43.01K Increased by +8.70% | Mar 31, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 474.51K (2.23%) | -38.08K Decreased by -8.02% | Mar 31, 25 |
| 14 | Charles Schwab Investment Management Inc | 426.42K (2.00%) | 23.02K Increased by +5.40% | Mar 31, 25 |
| 15 | SouthernSun Asset Management, LLC | 376.01K (1.77%) | -7.68K Decreased by -2.04% | Mar 31, 25 |
| 16 | Bank of New York Mellon Corp | 312.51K (1.47%) | -8.88K Decreased by -2.84% | Mar 31, 25 |
| 17 | Northern Trust Corp | 280.78K (1.32%) | 3.37K Increased by +1.20% | Mar 31, 25 |
| 18 | NFJ Investment Group, LLC | 259.86K (1.22%) | -33.80K Decreased by -13.01% | Jun 30, 24 |
| 19 | Cresset Asset Management, LLC | 199.70K (0.94%) | 27.00 Increased by +0.01% | Mar 31, 25 |
| 20 | JPMorgan Chase & Co | 176.07K (0.83%) | -109.51K Decreased by -62.20% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.27M (5.95%) | 1.47K Increased by +0.12% | Jun 30, 25 |
| 2 | First Trust Value Line® Dividend ETF | 688.56K (3.24%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 686.94K (3.23%) | 10.49K Increased by +1.53% | May 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 672.30K (3.16%) | 972.00 Increased by +0.14% | Sep 30, 24 |
| 5 | Vanguard Small Cap Index | 538.57K (2.53%) | 2.00K Increased by +0.37% | May 31, 25 |
| 6 | iShares Russell 2000 ETF | 537.02K (2.52%) | 3.73K Increased by +0.69% | Jun 30, 25 |
| 7 | Victory Small Cap Value CIT (Net 75) | 520.00K (2.44%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | Victory Sycamore Small Company Opp R | 520.00K (2.44%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | American Beacon Small Cp Val R5 | 442.55K (2.08%) | 29.05K Increased by +6.56% | May 31, 25 |
| 10 | Avantis US Small Cap Value ETF | 437.31K (2.06%) | 704.00 Increased by +0.16% | Jun 28, 25 |
| 11 | Vanguard Small Cap Value Index Inv | 346.49K (1.63%) | -500.00 Decreased by -0.14% | May 31, 25 |
| 12 | Westwood Mgt SmallCap Value | 338.88K (1.59%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Westwood Quality SmallCap Fund Inst | 338.88K (1.59%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 336.87K (1.58%) | 2.56K Increased by +0.76% | May 31, 25 |
| 15 | SouthernSun Small Cap | 327.43K (1.54%) | -35.89K Decreased by -10.96% | Jun 30, 25 |
| 16 | DFA US Small Cap Value I | 286.19K (1.35%) | 3.93K Increased by +1.37% | May 31, 25 |
| 17 | SPDR® S&P Dividend ETF | 271.30K (1.28%) | 178.00 Increased by +0.07% | Dec 31, 24 |
| 18 | Fidelity Small Cap Index | 216.59K (1.02%) | 3.35K Increased by +1.55% | Apr 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 | 199.61K (0.94%) | -1.57K Decreased by -0.79% | Jun 30, 25 |