| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.86M (19.36%) | -123.24K Decreased by -3.19% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.78M (13.95%) | -190.03K Decreased by -6.84% | Jun 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.73M (8.66%) | -96.52K Decreased by -5.59% | Jun 30, 25 |
| 4 | State Street Corp | 996.76K (5.00%) | -51.55K Decreased by -5.17% | Mar 31, 25 |
| 5 | State Street Corporation | 979.19K (4.91%) | -196.00 Decreased by -0.02% | Mar 31, 24 |
| 6 | Pzena Investment Management, LLC | 942.07K (4.73%) | 537.36K Increased by +57.04% | Mar 31, 25 |
| 7 | American Century Companies Inc | 854.62K (4.29%) | 36.16K Increased by +4.23% | Jun 30, 25 |
| 8 | Wasatch Advisors LP | 840.15K (4.22%) | -257.89K Decreased by -30.70% | Mar 31, 25 |
| 9 | Victory Capital Management Inc. | 676.19K (3.39%) | -556.35K Decreased by -82.28% | Jun 30, 24 |
| 10 | JONES FINANCIAL COMPANIES LLLP | 671.80K (3.37%) | 671.80K Increased by +100.00% | Mar 31, 25 |
| 11 | Geode Capital Management, LLC | 574.75K (2.88%) | 7.61K Increased by +1.32% | Mar 31, 25 |
| 12 | LSV Asset Management | 538.66K (2.70%) | 35.48K Increased by +6.59% | Jun 30, 25 |
| 13 | Amvescap Plc. | 492.32K (2.47%) | -125.78K Decreased by -25.55% | Mar 31, 25 |
| 14 | JPMorgan Chase & Co | 414.49K (2.08%) | -21.52K Decreased by -5.19% | Mar 31, 25 |
| 15 | Charles Schwab Investment Management Inc | 377.06K (1.89%) | 75.32K Increased by +19.98% | Jun 30, 25 |
| 16 | Citadel Advisors Llc | 365.83K (1.84%) | 223.23K Increased by +61.02% | Mar 31, 25 |
| 17 | Bridgeway Capital Management, LLC | 362.97K (1.82%) | -3.19K Decreased by -0.88% | Mar 31, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 346.67K (1.74%) | 59.10K Increased by +17.05% | Mar 31, 25 |
| 19 | Hotchkis & Wiley Capital Management LLC | 336.46K (1.69%) | 127.78K Increased by +37.98% | Mar 31, 25 |
| 20 | Goldman Sachs Group Inc | 334.45K (1.68%) | -16.10K Decreased by -4.81% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.25M (6.25%) | 216.00 Increased by +0.02% | Jul 31, 25 |
| 2 | Avantis US Small Cap Value ETF | 725.66K (3.64%) | 200.00 Increased by +0.03% | Jul 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 725.47K (3.64%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 622.19K (3.12%) | -86.60K Decreased by -13.92% | Jun 30, 25 |
| 5 | iShares Russell 2000 ETF | 531.40K (2.67%) | -10.08K Decreased by -1.90% | Jul 31, 25 |
| 6 | Vanguard Information Technology ETF | 526.35K (2.64%) | -128.00 Decreased by -0.02% | Jun 30, 25 |
| 7 | Vanguard Small Cap Index | 496.74K (2.49%) | -36.82K Decreased by -7.41% | Jun 30, 25 |
| 8 | Victory Small Cap Value CIT (Net 75) | 490.00K (2.46%) | -400.00K Decreased by -81.63% | Jun 30, 24 |
| 9 | Victory Sycamore Small Company Opp R | 490.00K (2.46%) | -400.00K Decreased by -81.63% | Jun 30, 24 |
| 10 | Wasatch Small Cap Value | 440.06K (2.21%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | DFA US Small Cap Value I | 377.41K (1.89%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Schwab Fundamental US Small Company ETF | 331.71K (1.66%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 320.99K (1.61%) | -15.58K Decreased by -4.85% | Jun 30, 25 |
| 14 | Vanguard Small Cap Value Index Inv | 317.06K (1.59%) | -25.14K Decreased by -7.93% | Jun 30, 25 |
| 15 | Fidelity® Small Cap Index | 238.93K (1.20%) | 6.25K Increased by +2.62% | Oct 31, 23 |
| 16 | Fidelity Small Cap Index | 236.59K (1.19%) | 279.00 Increased by +0.12% | May 31, 25 |
| 17 | DFA US Targeted Value I | 214.00K (1.07%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | JPM US Small Cap Value-Composite | 210.60K (1.06%) | -2.04K Decreased by -0.97% | Jun 30, 25 |
| 19 | JPMorgan Small Cap Blend A | 210.60K (1.06%) | 4.83K Increased by +2.30% | Jun 30, 25 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 210.07K (1.05%) | 138.00 Increased by +0.07% | Jan 31, 24 |