| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.72M (9.96%) | -730.13K Decreased by -10.87% | Mar 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 4.62M (6.84%) | 206.58K Increased by +4.47% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 4.25M (6.30%) | -116.96K Decreased by -2.75% | Mar 31, 25 |
| 4 | First Trust Advisors L.P. | 3.58M (5.31%) | 1.38M Increased by +38.55% | Mar 31, 25 |
| 5 | American Century Companies Inc | 2.60M (3.86%) | 134.92K Increased by +5.18% | Mar 31, 25 |
| 6 | Earnest Partners LLC | 2.21M (3.27%) | 70.48K Increased by +3.19% | Mar 31, 25 |
| 7 | GW&K Investment Management, LLC | 1.96M (2.90%) | -30.78K Decreased by -1.57% | Mar 31, 25 |
| 8 | Wellington Management Company LLP | 1.89M (2.80%) | -465.87K Decreased by -24.65% | Dec 31, 24 |
| 9 | State Street Corp | 1.74M (2.57%) | -24.74K Decreased by -1.42% | Mar 31, 25 |
| 10 | Copeland Capital Management, LLC | 1.57M (2.33%) | -50.45K Decreased by -3.21% | Mar 31, 25 |
| 11 | Morgan Stanley - Brokerage Accounts | 1.52M (2.25%) | 48.14K Increased by +3.17% | Mar 31, 25 |
| 12 | Thrivent Financial For Lutherans | 1.45M (2.15%) | -1.21M Decreased by -83.40% | Mar 31, 25 |
| 13 | Jacobs Levy Equity Management, Inc. | 1.21M (1.79%) | -42.79K Decreased by -3.53% | Mar 31, 25 |
| 14 | BMO Capital Markets Corp. | 1.13M (1.67%) | 1.13M Increased by +100.00% | Dec 31, 23 |
| 15 | Bank of Montreal | 1.13M (1.67%) | 1.13M Increased by +100.00% | Dec 31, 23 |
| 16 | DePrince Race & Zollo Inc | 1.10M (1.64%) | 34.35K Increased by +3.11% | Mar 31, 25 |
| 17 | State Street Corporation | 1.07M (1.58%) | 16.27K Increased by +1.53% | Mar 31, 24 |
| 18 | BNP Paribas Investment Partners SA | 1.01M (1.49%) | 44.71K Increased by +4.45% | Mar 31, 25 |
| 19 | Allianz Asset Management AG | 955.87K (1.42%) | 8.69K Increased by +0.91% | Dec 31, 23 |
| 20 | Millennium Management LLC | 932.40K (1.38%) | -142.82K Decreased by -15.32% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.81M (4.16%) | 0.00 Increased by 0.00% | Jul 30, 25 |
| 2 | EARNEST Small/Mid Cap Value | 1.57M (2.32%) | 1.57M Increased by +99.84% | Dec 31, 23 |
| 3 | First Trust Value Line® Dividend ETF | 1.55M (2.29%) | -1.94K Decreased by -0.13% | Jul 31, 25 |
| 4 | Thrivent Small Cap Stock A | 1.44M (2.13%) | 17.22K Increased by +1.20% | May 31, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.35M (2.01%) | 174.80K Increased by +12.91% | Jun 30, 25 |
| 6 | American Century Small Cap Growth Inv | 1.34M (1.99%) | 244.01K Increased by +18.20% | Jun 30, 25 |
| 7 | American Century U.S. Small Cap Growth | 1.34M (1.99%) | 244.01K Increased by +18.20% | Jun 30, 25 |
| 8 | DFA US Small Cap Value I | 1.21M (1.79%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Avantis US Small Cap Value ETF | 1.18M (1.75%) | 693.00 Increased by +0.06% | Jul 30, 25 |
| 10 | Vanguard US Total Market Shares ETF | 1.16M (1.72%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | First Trust SMID Cp Rising Div Achv ETF | 1.15M (1.70%) | 9.71K Increased by +0.85% | Jan 31, 24 |
| 12 | First Trust RBA Amer Indl RenaisTM ETF | 1.12M (1.66%) | -3.21K Decreased by -0.29% | Jul 31, 25 |
| 13 | Vanguard Small Cap Index | 1.01M (1.50%) | 79.72K Increased by +7.87% | Jun 30, 25 |
| 14 | BNP Paribas US Small Cap ClassicC | 759.07K (1.13%) | 11.43K Increased by +1.51% | Jun 30, 25 |
| 15 | BNP Paribas US Small Cap Classic R | 747.64K (1.11%) | -15.05K Decreased by -2.01% | May 31, 25 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 722.35K (1.07%) | -10.76K Decreased by -1.49% | Jun 30, 25 |
| 17 | First Trust Indtls/PrdcrDurbAlphaDEX®ETF | 704.32K (1.04%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | DFA US Targeted Value I | 677.05K (1.00%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | MFS New Discovery Value I | 646.84K (0.96%) | -4.25K Decreased by -0.66% | Nov 30, 24 |
| 20 | Vanguard Small Cap Value Index Inv | 646.67K (0.96%) | 47.41K Increased by +7.33% | Jun 30, 25 |