| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.34M (15.51%) | -10.19K Decreased by -0.31% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 2.56M (11.90%) | 25.84K Increased by +1.01% | Dec 31, 24 |
| 3 | HighTower Advisors, LLC | 1.51M (7.02%) | -508.00 Decreased by -0.03% | Dec 31, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 1.31M (6.09%) | 18.39K Increased by +1.40% | Dec 31, 24 |
| 5 | State Street Corporation | 1.21M (5.60%) | -6.80K Decreased by -0.56% | Mar 31, 24 |
| 6 | State Street Corp | 1.20M (5.55%) | 17.53K Increased by +1.47% | Sep 30, 24 |
| 7 | Westwood Holdings Group Inc | 860.72K (4.00%) | 113.58K Increased by +13.20% | Sep 30, 24 |
| 8 | Victory Capital Management Inc. | 699.86K (3.25%) | -21.50K Decreased by -3.07% | Jun 30, 24 |
| 9 | First Trust Advisors L.P. | 642.76K (2.99%) | 79.43K Increased by +12.36% | Sep 30, 24 |
| 10 | Morgan Stanley - Brokerage Accounts | 561.65K (2.61%) | -349.30K Decreased by -62.19% | Sep 30, 24 |
| 11 | DePrince Race & Zollo Inc | 529.94K (2.46%) | 105.78K Increased by +19.96% | Sep 30, 24 |
| 12 | Geode Capital Management, LLC | 486.98K (2.26%) | 4.78K Increased by +0.98% | Sep 30, 24 |
| 13 | American Century Companies Inc | 451.12K (2.10%) | 54.94K Increased by +12.18% | Dec 31, 24 |
| 14 | Charles Schwab Investment Management Inc | 403.40K (1.87%) | 29.18K Increased by +7.23% | Dec 31, 24 |
| 15 | SouthernSun Asset Management, LLC | 383.69K (1.78%) | 74.24K Increased by +19.35% | Dec 31, 24 |
| 16 | Bank of New York Mellon Corp | 321.40K (1.49%) | 23.86K Increased by +7.42% | Dec 31, 24 |
| 17 | JPMorgan Chase & Co | 285.58K (1.33%) | 47.25K Increased by +16.55% | Sep 30, 24 |
| 18 | NFJ Investment Group, LLC | 259.86K (1.21%) | -33.80K Decreased by -13.01% | Jun 30, 24 |
| 19 | Northern Trust Corp | 248.98K (1.16%) | -5.13K Decreased by -2.06% | Sep 30, 24 |
| 20 | Cresset Asset Management, LLC | 175.11K (0.81%) | 74.50K Increased by +42.54% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.36M (6.33%) | 3.89K Increased by +0.29% | Jan 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 664.05K (3.09%) | 1.19K Increased by +0.18% | Dec 31, 24 |
| 3 | First Trust Value Line® Dividend ETF | 654.72K (3.04%) | -465.00 Decreased by -0.07% | Jan 30, 25 |
| 4 | iShares Russell 2000 ETF | 575.93K (2.68%) | -4.40K Decreased by -0.76% | Jan 31, 25 |
| 5 | Vanguard Small Cap Index | 544.16K (2.53%) | 4.27K Increased by +0.78% | Dec 31, 24 |
| 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 | Avantis US Small Cap Value ETF | 375.96K (1.75%) | 517.00 Increased by +0.14% | Jan 31, 25 |
| 9 | SouthernSun Small Cap | 372.57K (1.73%) | 73.67K Increased by +19.77% | Dec 31, 24 |
| 10 | Vanguard Small Cap Value Index Inv | 361.30K (1.68%) | -2.56K Decreased by -0.71% | Dec 31, 24 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 326.26K (1.52%) | 7.14K Increased by +2.19% | Dec 31, 24 |
| 12 | Westwood Mgt SmallCap Value | 313.24K (1.46%) | 4.97K Increased by +1.59% | Dec 31, 24 |
| 13 | Westwood Quality SmallCap Fund Inst | 313.24K (1.46%) | 4.97K Increased by +1.59% | Dec 31, 24 |
| 14 | SPDR® S&P Dividend ETF | 271.30K (1.26%) | 178.00 Increased by +0.07% | Dec 31, 24 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 240.48K (1.12%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 16 | DFA US Small Cap Value I | 216.59K (1.01%) | 7.41K Increased by +3.42% | Dec 31, 24 |
| 17 | Fidelity Small Cap Index | 216.01K (1.00%) | -983.00 Decreased by -0.46% | Nov 30, 24 |
| 18 | Fidelity® Small Cap Index | 205.14K (0.95%) | 5.80K Increased by +2.83% | Oct 31, 23 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 193.39K (0.90%) | 70.00 Increased by +0.04% | Jan 31, 25 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 187.95K (0.87%) | 195.00 Increased by +0.10% | Mar 28, 24 |