| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.94M (15.46%) | -46.43K Decreased by -0.67% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 4.51M (10.05%) | -4.62K Decreased by -0.10% | Jun 30, 25 |
| 3 | GCM Grosvenor Holdings, LLC | 4.11M (9.14%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | ECP ControlCo, LLC | 2.71M (6.05%) | 261.99K Increased by +9.65% | Jun 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 2.60M (5.79%) | 114.12K Increased by +4.39% | Jun 30, 25 |
| 6 | Southeastern Asset Management Inc | 2.29M (5.10%) | 1.38M Increased by +60.24% | Jun 30, 25 |
| 7 | State Street Corporation | 1.90M (4.23%) | 52.79K Increased by +2.78% | Mar 31, 24 |
| 8 | State Street Corp | 1.84M (4.10%) | -38.90K Decreased by -2.11% | Jun 30, 25 |
| 9 | Geode Capital Management, LLC | 1.25M (2.78%) | 93.34K Increased by +7.48% | Jun 30, 25 |
| 10 | Davenport & Company LLC | 953.41K (2.12%) | -27.95K Decreased by -2.93% | Jun 30, 25 |
| 11 | Broad Run Investment Management, LLC | 920.30K (2.05%) | -13.28K Decreased by -1.44% | Jun 30, 25 |
| 12 | American Century Companies Inc | 739.55K (1.65%) | 250.90K Increased by +33.93% | Jun 30, 25 |
| 13 | Charles Schwab Investment Management Inc | 643.57K (1.43%) | 99.31K Increased by +15.43% | Jun 30, 25 |
| 14 | HPM Partners LLC | 631.15K (1.41%) | 57.00 Increased by +0.01% | Jun 30, 25 |
| 15 | Northern Trust Corp | 525.02K (1.17%) | 561.00 Increased by +0.11% | Jun 30, 25 |
| 16 | Bank of New York Mellon Corp | 449.52K (1.00%) | -3.92K Decreased by -0.87% | Jun 30, 25 |
| 17 | Millennium Management LLC | 448.98K (1.00%) | 146.22K Increased by +32.57% | Mar 31, 25 |
| 18 | Amvescap Plc. | 447.55K (1.00%) | 227.79K Increased by +50.90% | Jun 30, 25 |
| 19 | Morgan Stanley - Brokerage Accounts | 419.78K (0.94%) | -78.06K Decreased by -18.60% | Jun 30, 25 |
| 20 | JPMorgan Chase & Co | 307.70K (0.69%) | -129.77K Decreased by -42.17% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.74M (6.11%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Longleaf Partners Small-Cap | 2.28M (5.09%) | 2.28M Increased by +100.00% | Jun 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.61M (3.59%) | -35.75K Decreased by -2.22% | Jul 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 1.60M (3.56%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | iShares Russell 2000 ETF | 1.22M (2.71%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 6 | Davenport Small Cap Focus | 809.51K (1.80%) | -120.50K Decreased by -14.89% | Jul 31, 25 |
| 7 | Hennessy Focus Investor | 796.74K (1.77%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | Avantis US Small Cap Value ETF | 635.26K (1.42%) | 6.86K Increased by +1.08% | Aug 30, 25 |
| 9 | Vanguard Small Cap Index | 632.17K (1.41%) | -4.28K Decreased by -0.68% | Jul 31, 25 |
| 10 | DFA US Small Cap Value I | 537.88K (1.20%) | 12.87K Increased by +2.39% | Jul 31, 25 |
| 11 | Fidelity Small Cap Index | 511.20K (1.14%) | 14.68K Increased by +2.87% | Jun 30, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 505.54K (1.13%) | -226.46K Decreased by -44.79% | Jul 31, 25 |
| 13 | Fidelity® Small Cap Index | 467.37K (1.04%) | 12.98K Increased by +2.78% | Oct 31, 23 |
| 14 | iShares Russell 2000 Value ETF | 448.63K (1.00%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 446.85K (1.00%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | iShares S&P Small-Cap 600 Growth ETF | 446.74K (1.00%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 17 | iShares S&P Small-Cap 600 Value ETF | 429.12K (0.96%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 402.84K (0.90%) | 4.88K Increased by +1.21% | Aug 29, 25 |
| 19 | Vanguard Small Cap Growth Index Inv | 354.30K (0.79%) | 64.00 Increased by +0.02% | Jul 31, 25 |
| 20 | DFA US Targeted Value I | 334.97K (0.75%) | 4.11K Increased by +1.23% | Jul 31, 25 |