| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.75M (17.67%) | -111.70K Decreased by -2.98% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 2.78M (13.11%) | -190.03K Decreased by -6.84% | Jun 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.73M (8.14%) | -96.52K Decreased by -5.59% | Jun 30, 25 |
| 4 | State Street Corp | 1.04M (4.92%) | 45.58K Increased by +4.37% | Jun 30, 25 |
| 5 | State Street Corporation | 979.19K (4.62%) | -196.00 Decreased by -0.02% | Mar 31, 24 |
| 6 | Pzena Investment Management, LLC | 975.58K (4.60%) | 33.51K Increased by +3.43% | Jun 30, 25 |
| 7 | American Century Companies Inc | 854.62K (4.03%) | 36.16K Increased by +4.23% | Jun 30, 25 |
| 8 | Wasatch Advisors LP | 844.95K (3.99%) | 4.80K Increased by +0.57% | Jun 30, 25 |
| 9 | Victory Capital Management Inc. | 676.19K (3.19%) | -556.35K Decreased by -82.28% | Jun 30, 24 |
| 10 | JONES FINANCIAL COMPANIES LLLP | 671.80K (3.17%) | 671.80K Increased by +100.00% | Mar 31, 25 |
| 11 | Geode Capital Management, LLC | 560.74K (2.65%) | -14.01K Decreased by -2.50% | Jun 30, 25 |
| 12 | LSV Asset Management | 538.66K (2.54%) | 35.48K Increased by +6.59% | Jun 30, 25 |
| 13 | Citadel Advisors Llc | 421.42K (1.99%) | 55.59K Increased by +13.19% | Jun 30, 25 |
| 14 | Charles Schwab Investment Management Inc | 377.06K (1.78%) | 75.32K Increased by +19.98% | Jun 30, 25 |
| 15 | JPMorgan Chase & Co | 371.32K (1.75%) | -43.17K Decreased by -11.63% | Jun 30, 25 |
| 16 | Hotchkis & Wiley Capital Management LLC | 357.25K (1.69%) | 20.79K Increased by +5.82% | Jun 30, 25 |
| 17 | Goldman Sachs Group Inc | 334.45K (1.58%) | -16.10K Decreased by -4.81% | Jun 30, 25 |
| 18 | Bridgeway Capital Management, LLC | 307.23K (1.45%) | -55.74K Decreased by -18.14% | Jun 30, 25 |
| 19 | Smith Graham & Co Inv Adv, L.P.** | 304.42K (1.44%) | -1.82K Decreased by -0.60% | Dec 31, 23 |
| 20 | Morgan Stanley - Brokerage Accounts | 301.72K (1.42%) | -44.95K Decreased by -14.90% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.24M (5.83%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Avantis US Small Cap Value ETF | 733.95K (3.46%) | 456.00 Increased by +0.06% | Aug 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 725.47K (3.42%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 608.68K (2.87%) | -13.51K Decreased by -2.22% | Jul 31, 25 |
| 5 | iShares Russell 2000 ETF | 543.01K (2.56%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 6 | Vanguard Information Technology ETF | 531.80K (2.51%) | 5.46K Increased by +1.03% | Jul 31, 25 |
| 7 | Vanguard Small Cap Index | 493.49K (2.33%) | -3.25K Decreased by -0.66% | Jul 31, 25 |
| 8 | Victory Small Cap Value CIT (Net 75) | 490.00K (2.31%) | -400.00K Decreased by -81.63% | Jun 30, 24 |
| 9 | Victory Sycamore Small Company Opp R | 490.00K (2.31%) | -400.00K Decreased by -81.63% | Jun 30, 24 |
| 10 | Wasatch Small Cap Value | 440.06K (2.08%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | DFA US Small Cap Value I | 377.41K (1.78%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 12 | Schwab Fundamental US Small Company ETF | 331.71K (1.56%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 13 | Vanguard Small Cap Value Index Inv | 318.25K (1.50%) | 1.18K Increased by +0.37% | Jul 31, 25 |
| 14 | Fidelity® Small Cap Index | 238.93K (1.13%) | 6.25K Increased by +2.62% | Oct 31, 23 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 223.01K (1.05%) | -97.98K Decreased by -43.94% | Jul 31, 25 |
| 16 | Fidelity Small Cap Index | 218.43K (1.03%) | -18.16K Decreased by -8.32% | Jun 30, 25 |
| 17 | DFA US Targeted Value I | 214.00K (1.01%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | JPMorgan Small Cap Blend A | 213.49K (1.01%) | 2.89K Increased by +1.35% | Jul 31, 25 |
| 19 | JPM US Small Cap Value-Composite | 210.60K (0.99%) | -2.04K Decreased by -0.97% | Jun 30, 25 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 210.07K (0.99%) | 138.00 Increased by +0.07% | Jan 31, 24 |