| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.99M (14.49%) | -250.10K Decreased by -3.58% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 4.51M (9.36%) | -1.02M Decreased by -22.49% | Mar 31, 25 |
| 3 | GCM Grosvenor Holdings, LLC | 4.11M (8.51%) | 4.75K Increased by +0.12% | Mar 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 2.49M (5.15%) | -48.62K Decreased by -1.96% | Mar 31, 25 |
| 5 | ECP ControlCo, LLC | 2.45M (5.08%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | State Street Corporation | 1.90M (3.93%) | 52.79K Increased by +2.78% | Mar 31, 24 |
| 7 | State Street Corp | 1.88M (3.90%) | -48.95K Decreased by -2.60% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 1.15M (2.39%) | 32.36K Increased by +2.80% | Mar 31, 25 |
| 9 | Davenport & Company LLC | 981.36K (2.03%) | -31.33K Decreased by -3.19% | Mar 31, 25 |
| 10 | Broad Run Investment Management, LLC | 933.58K (1.94%) | -47.00 Decreased by -0.01% | Mar 31, 25 |
| 11 | Southeastern Asset Management Inc | 909.82K (1.89%) | 909.82K Increased by +100.00% | Mar 31, 25 |
| 12 | HPM Partners LLC | 631.10K (1.31%) | 176.00 Increased by +0.03% | Mar 31, 25 |
| 13 | Charles Schwab Investment Management Inc | 544.26K (1.13%) | 19.13K Increased by +3.51% | Mar 31, 25 |
| 14 | Goldman Sachs Group Inc | 532.98K (1.10%) | 116.04K Increased by +21.77% | Mar 31, 25 |
| 15 | Northern Trust Corp | 524.46K (1.09%) | 475.00 Increased by +0.09% | Mar 31, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 497.84K (1.03%) | 111.13K Increased by +22.32% | Mar 31, 25 |
| 17 | American Century Companies Inc | 488.65K (1.01%) | 55.43K Increased by +11.34% | Mar 31, 25 |
| 18 | Bank of New York Mellon Corp | 453.44K (0.94%) | -1.10K Decreased by -0.24% | Mar 31, 25 |
| 19 | Millennium Management LLC | 448.98K (0.93%) | 146.22K Increased by +32.57% | Mar 31, 25 |
| 20 | JPMorgan Chase & Co | 307.70K (0.64%) | -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 (5.70%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.62M (3.36%) | 20.63K Increased by +1.27% | Apr 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.60M (3.31%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 1.23M (2.54%) | 0.00 Increased by 0.00% | May 31, 25 |
| 5 | Davenport Small Cap Focus | 970.01K (2.01%) | 11.16K Increased by +1.15% | Apr 30, 25 |
| 6 | Hennessy Focus Investor | 796.74K (1.65%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 721.60K (1.50%) | 1.60K Increased by +0.22% | Apr 30, 25 |
| 8 | Vanguard Small Cap Index | 648.03K (1.34%) | 750.00 Increased by +0.12% | Apr 30, 25 |
| 9 | Fidelity Small Cap Index | 488.79K (1.01%) | 2.52K Increased by +0.52% | Mar 31, 25 |
| 10 | DFA US Small Cap Value I | 486.41K (1.01%) | 23.55K Increased by +4.84% | Apr 30, 25 |
| 11 | Avantis US Small Cap Value ETF | 470.93K (0.98%) | 12.86K Increased by +2.73% | May 31, 25 |
| 12 | Fidelity® Small Cap Index | 467.37K (0.97%) | 12.98K Increased by +2.78% | Oct 31, 23 |
| 13 | iShares S&P Small-Cap 600 Value ETF | 448.93K (0.93%) | 0.00 Increased by 0.00% | May 31, 25 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 446.85K (0.93%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 15 | iShares S&P Small-Cap 600 Growth ETF | 446.74K (0.93%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 16 | iShares Russell 2000 Value ETF | 441.05K (0.91%) | 0.00 Increased by 0.00% | May 31, 25 |
| 17 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 385.45K (0.80%) | 0.00 Increased by 0.00% | May 30, 25 |
| 18 | Vanguard Small Cap Growth Index Inv | 360.75K (0.75%) | -272.00 Decreased by -0.08% | Apr 30, 25 |
| 19 | Vanguard Tax-Managed Small Cap Adm | 349.74K (0.72%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | DFA US Targeted Value I | 300.37K (0.62%) | 37.23K Increased by +12.39% | Apr 30, 25 |