| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.99M (15.56%) | -250.10K Decreased by -3.58% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 4.51M (10.04%) | -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 | Dimensional Fund Advisors, Inc. | 2.60M (5.79%) | 114.12K Increased by +4.39% | Jun 30, 25 |
| 5 | ECP ControlCo, LLC | 2.45M (5.46%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | State Street Corporation | 1.90M (4.22%) | 52.79K Increased by +2.78% | Mar 31, 24 |
| 7 | State Street Corp | 1.88M (4.19%) | -48.95K Decreased by -2.60% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 1.15M (2.57%) | 32.36K Increased by +2.80% | Mar 31, 25 |
| 9 | Davenport & Company LLC | 953.41K (2.12%) | -27.95K Decreased by -2.93% | Jun 30, 25 |
| 10 | Broad Run Investment Management, LLC | 920.30K (2.05%) | -13.28K Decreased by -1.44% | Jun 30, 25 |
| 11 | Southeastern Asset Management Inc | 909.82K (2.03%) | 909.82K Increased by +100.00% | Mar 31, 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 | 631.10K (1.40%) | 176.00 Increased by +0.03% | Mar 31, 25 |
| 15 | Northern Trust Corp | 524.46K (1.17%) | 475.00 Increased by +0.09% | Mar 31, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 497.84K (1.11%) | 111.13K Increased by +22.32% | Mar 31, 25 |
| 17 | Bank of New York Mellon Corp | 453.44K (1.01%) | -1.10K Decreased by -0.24% | Mar 31, 25 |
| 18 | Millennium Management LLC | 448.98K (1.00%) | 146.22K Increased by +32.57% | Mar 31, 25 |
| 19 | JPMorgan Chase & Co | 307.70K (0.68%) | -129.77K Decreased by -42.17% | Sep 30, 24 |
| 20 | Goldman Sachs Group Inc | 289.70K (0.64%) | -243.28K Decreased by -83.98% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.76M (6.15%) | 492.00 Increased by +0.02% | Jul 31, 25 |
| 2 | Longleaf Partners Small-Cap | 2.28M (5.08%) | 2.28M Increased by +100.00% | Jun 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.65M (3.67%) | 0.00 Increased by 0.00% | Jun 30, 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 | 1.19M (2.65%) | -22.57K Decreased by -1.90% | Jul 31, 25 |
| 6 | Davenport Small Cap Focus | 930.01K (2.07%) | -40.00K Decreased by -4.30% | Jun 30, 25 |
| 7 | Hennessy Focus Investor | 796.74K (1.77%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 732.00K (1.63%) | 3.37K Increased by +0.46% | Jun 30, 25 |
| 9 | Vanguard Small Cap Index | 636.44K (1.42%) | -13.96K Decreased by -2.19% | Jun 30, 25 |
| 10 | Avantis US Small Cap Value ETF | 535.49K (1.19%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 11 | DFA US Small Cap Value I | 525.01K (1.17%) | 13.48K Increased by +2.57% | Jun 30, 25 |
| 12 | Fidelity Small Cap Index | 496.52K (1.11%) | 821.00 Increased by +0.17% | May 31, 25 |
| 13 | Fidelity® Small Cap Index | 467.37K (1.04%) | 12.98K Increased by +2.78% | Oct 31, 23 |
| 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 Russell 2000 Value ETF | 437.82K (0.97%) | 325.00 Increased by +0.07% | Jul 31, 25 |
| 17 | iShares S&P Small-Cap 600 Value ETF | 432.10K (0.96%) | -430.00 Decreased by -0.10% | Jul 31, 25 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 394.40K (0.88%) | 222.00 Increased by +0.06% | Jul 31, 25 |
| 19 | Vanguard Small Cap Growth Index Inv | 354.23K (0.79%) | -6.04K Decreased by -1.71% | Jun 30, 25 |
| 20 | DFA US Targeted Value I | 330.86K (0.74%) | 14.19K Increased by +4.29% | Jun 30, 25 |