| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.99M (15.47%) | -250.10K Decreased by -3.58% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 4.51M (9.99%) | -1.02M Decreased by -22.49% | Mar 31, 25 |
| 3 | GCM Grosvenor Holdings, LLC | 4.11M (9.08%) | 4.75K Increased by +0.12% | Mar 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 2.49M (5.50%) | -48.62K Decreased by -1.96% | Mar 31, 25 |
| 5 | ECP ControlCo, LLC | 2.45M (5.43%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | State Street Corporation | 1.90M (4.20%) | 52.79K Increased by +2.78% | Mar 31, 24 |
| 7 | State Street Corp | 1.88M (4.16%) | -48.95K Decreased by -2.60% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 1.15M (2.56%) | 32.36K Increased by +2.80% | Mar 31, 25 |
| 9 | Davenport & Company LLC | 953.41K (2.11%) | -27.95K Decreased by -2.93% | Jun 30, 25 |
| 10 | Broad Run Investment Management, LLC | 933.58K (2.07%) | -47.00 Decreased by -0.01% | Mar 31, 25 |
| 11 | Southeastern Asset Management Inc | 909.82K (2.01%) | 909.82K Increased by +100.00% | Mar 31, 25 |
| 12 | HPM Partners LLC | 631.10K (1.40%) | 176.00 Increased by +0.03% | Mar 31, 25 |
| 13 | Charles Schwab Investment Management Inc | 544.26K (1.20%) | 19.13K Increased by +3.51% | Mar 31, 25 |
| 14 | Goldman Sachs Group Inc | 532.98K (1.18%) | 116.04K Increased by +21.77% | Mar 31, 25 |
| 15 | Northern Trust Corp | 524.46K (1.16%) | 475.00 Increased by +0.09% | Mar 31, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 497.84K (1.10%) | 111.13K Increased by +22.32% | Mar 31, 25 |
| 17 | American Century Companies Inc | 488.65K (1.08%) | 55.43K Increased by +11.34% | Mar 31, 25 |
| 18 | Bank of New York Mellon Corp | 453.44K (1.00%) | -1.10K Decreased by -0.24% | Mar 31, 25 |
| 19 | Millennium Management LLC | 448.98K (0.99%) | 146.22K Increased by +32.57% | Mar 31, 25 |
| 20 | JPMorgan Chase & Co | 307.70K (0.68%) | -129.77K Decreased by -42.17% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.75M (6.09%) | 3.44K Increased by +0.13% | Jun 30, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.65M (3.65%) | 25.66K Increased by +1.56% | May 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.60M (3.54%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 1.25M (2.77%) | 8.69K Increased by +0.69% | Jun 30, 25 |
| 5 | Davenport Small Cap Focus | 970.01K (2.15%) | 0.00 Increased by 0.00% | May 31, 25 |
| 6 | Hennessy Focus Investor | 796.74K (1.76%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 728.63K (1.61%) | 7.02K Increased by +0.96% | May 31, 25 |
| 8 | Vanguard Small Cap Index | 650.40K (1.44%) | 2.38K Increased by +0.37% | May 31, 25 |
| 9 | Avantis US Small Cap Value ETF | 532.25K (1.18%) | 0.00 Increased by 0.00% | Jun 28, 25 |
| 10 | DFA US Small Cap Value I | 511.54K (1.13%) | 25.12K Increased by +4.91% | May 31, 25 |
| 11 | Fidelity Small Cap Index | 495.70K (1.10%) | 6.91K Increased by +1.39% | Apr 30, 25 |
| 12 | Fidelity® Small Cap Index | 467.37K (1.03%) | 12.98K Increased by +2.78% | Oct 31, 23 |
| 13 | iShares Russell 2000 Value ETF | 451.47K (1.00%) | 1.63K Increased by +0.36% | Jun 30, 25 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 446.85K (0.99%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 15 | iShares S&P Small-Cap 600 Growth ETF | 446.74K (0.99%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 432.13K (0.96%) | -4.43K Decreased by -1.03% | Jun 30, 25 |
| 17 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 387.22K (0.86%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Vanguard Small Cap Growth Index Inv | 360.27K (0.80%) | -476.00 Decreased by -0.13% | May 31, 25 |
| 19 | Vanguard Tax-Managed Small Cap Adm | 324.33K (0.72%) | -25.41K Decreased by -7.83% | May 31, 25 |
| 20 | DFA US Targeted Value I | 316.68K (0.70%) | 16.31K Increased by +5.15% | May 31, 25 |