| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.86M (18.69%) | -123.24K Decreased by -3.19% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.97M (14.39%) | -53.88K Decreased by -1.81% | Mar 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.82M (8.83%) | -80.85K Decreased by -4.44% | Mar 31, 25 |
| 4 | State Street Corp | 996.76K (4.83%) | -51.55K Decreased by -5.17% | Mar 31, 25 |
| 5 | State Street Corporation | 979.19K (4.74%) | -196.00 Decreased by -0.02% | Mar 31, 24 |
| 6 | Pzena Investment Management, LLC | 942.07K (4.56%) | 537.36K Increased by +57.04% | Mar 31, 25 |
| 7 | Wasatch Advisors LP | 840.15K (4.07%) | -257.89K Decreased by -30.70% | Mar 31, 25 |
| 8 | American Century Companies Inc | 818.46K (3.97%) | 59.15K Increased by +7.23% | Mar 31, 25 |
| 9 | Victory Capital Management Inc. | 676.19K (3.28%) | -556.35K Decreased by -82.28% | Jun 30, 24 |
| 10 | JONES FINANCIAL COMPANIES LLLP | 671.80K (3.26%) | 671.80K Increased by +100.00% | Mar 31, 25 |
| 11 | Geode Capital Management, LLC | 574.75K (2.78%) | 7.61K Increased by +1.32% | Mar 31, 25 |
| 12 | LSV Asset Management | 503.19K (2.44%) | 84.30K Increased by +16.75% | Mar 31, 25 |
| 13 | Amvescap Plc. | 492.32K (2.39%) | -125.78K Decreased by -25.55% | Mar 31, 25 |
| 14 | JPMorgan Chase & Co | 414.49K (2.01%) | -21.52K Decreased by -5.19% | Mar 31, 25 |
| 15 | Citadel Advisors Llc | 365.83K (1.77%) | 223.23K Increased by +61.02% | Mar 31, 25 |
| 16 | Bridgeway Capital Management, LLC | 362.97K (1.76%) | -3.19K Decreased by -0.88% | Mar 31, 25 |
| 17 | Goldman Sachs Group Inc | 350.56K (1.70%) | -63.92K Decreased by -18.23% | Mar 31, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 346.67K (1.68%) | 59.10K Increased by +17.05% | Mar 31, 25 |
| 19 | Hotchkis & Wiley Capital Management LLC | 336.46K (1.63%) | 127.78K Increased by +37.98% | Mar 31, 25 |
| 20 | Smith Graham & Co Inv Adv, L.P.** | 304.42K (1.47%) | -1.82K Decreased by -0.60% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.24M (6.01%) | 1.53K Increased by +0.12% | Jun 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 725.47K (3.52%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Avantis US Small Cap Value ETF | 717.21K (3.48%) | 352.00 Increased by +0.05% | Jun 28, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 708.79K (3.43%) | 0.00 Increased by 0.00% | May 31, 25 |
| 5 | iShares Russell 2000 ETF | 567.88K (2.75%) | 3.94K Increased by +0.69% | Jun 30, 25 |
| 6 | Vanguard Small Cap Index | 533.56K (2.59%) | 2.00K Increased by +0.37% | May 31, 25 |
| 7 | Vanguard Information Technology ETF | 526.47K (2.55%) | -13.24K Decreased by -2.52% | May 31, 25 |
| 8 | Victory Small Cap Value CIT (Net 75) | 490.00K (2.37%) | -400.00K Decreased by -81.63% | Jun 30, 24 |
| 9 | Victory Sycamore Small Company Opp R | 490.00K (2.37%) | -400.00K Decreased by -81.63% | Jun 30, 24 |
| 10 | Wasatch Small Cap Value | 440.06K (2.13%) | -145.40K Decreased by -33.04% | Mar 31, 25 |
| 11 | DFA US Small Cap Value I | 377.41K (1.83%) | 0.00 Increased by 0.00% | May 31, 25 |
| 12 | Vanguard Small Cap Value Index Inv | 342.21K (1.66%) | -510.00 Decreased by -0.15% | May 31, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 336.57K (1.63%) | 9.30K Increased by +2.76% | May 31, 25 |
| 14 | Schwab Fundamental US Small Company ETF | 331.71K (1.61%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 15 | Fidelity® Small Cap Index | 238.93K (1.16%) | 6.25K Increased by +2.62% | Oct 31, 23 |
| 16 | Fidelity Small Cap Index | 236.31K (1.14%) | 3.56K Increased by +1.51% | Apr 30, 25 |
| 17 | DFA US Targeted Value I | 214.00K (1.04%) | 0.00 Increased by 0.00% | May 31, 25 |
| 18 | JPM US Small Cap Value-Composite | 210.60K (1.02%) | -2.04K Decreased by -0.97% | Jun 30, 25 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 210.07K (1.02%) | 138.00 Increased by +0.07% | Jan 31, 24 |
| 20 | Pacer US Small Cap Cash Cows 100 ETF | 209.83K (1.02%) | -100.00 Decreased by -0.05% | Jun 30, 25 |