Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | BlackRock Inc | 6.58M (16.19%) | -89.84K Decreased by -1.36% | Mar 31, 25 |
2 | Vanguard Group Inc | 2.88M (7.09%) | 24.27K Increased by +0.84% | Mar 31, 25 |
3 | American Century Companies Inc | 1.96M (4.83%) | 442.37K Increased by +22.53% | Mar 31, 25 |
4 | Dimensional Fund Advisors, Inc. | 1.92M (4.73%) | -110.95K Decreased by -5.77% | Mar 31, 25 |
5 | State Street Corp | 1.75M (4.30%) | -18.88K Decreased by -1.08% | Mar 31, 25 |
6 | Van Berkom and Associates Inc | 1.41M (3.46%) | -413.45K Decreased by -29.35% | Mar 31, 25 |
7 | AltraVue Capital, LLC | 1.31M (3.23%) | -52.32K Decreased by -3.98% | Mar 31, 25 |
8 | State Street Corporation | 1.14M (2.79%) | 49.53K Increased by +4.36% | Mar 31, 24 |
9 | Geode Capital Management, LLC | 1.09M (2.68%) | 72.33K Increased by +6.65% | Mar 31, 25 |
10 | Ameriprise Financial Inc | 914.21K (2.25%) | 164.20K Increased by +17.96% | Mar 31, 25 |
11 | Perpetual Ltd | 846.80K (2.08%) | 846.80K Increased by +100.00% | Mar 31, 25 |
12 | Punch & Associates Inv Mgmt Inc | 843.52K (2.07%) | -320.14K Decreased by -37.95% | Mar 31, 25 |
13 | T. Rowe Price Associates, Inc. | 790.97K (1.95%) | 28.30K Increased by +3.58% | Mar 31, 25 |
14 | T. Rowe Price Investment Management,Inc. | 757.63K (1.86%) | -23.98K Decreased by -3.16% | Mar 31, 25 |
15 | Morgan Stanley - Brokerage Accounts | 642.59K (1.58%) | 20.22K Increased by +3.15% | Mar 31, 25 |
16 | Amvescap Plc. | 569.52K (1.40%) | 12.13K Increased by +2.13% | Mar 31, 25 |
17 | Rockefeller Capital Management L.P. | 532.47K (1.31%) | -90.71K Decreased by -17.04% | Dec 31, 24 |
18 | Nine Ten Capital Management LLC | 512.49K (1.26%) | -71.75K Decreased by -14.00% | Mar 31, 25 |
19 | Northern Trust Corp | 510.91K (1.26%) | 7.72K Increased by +1.51% | Mar 31, 25 |
20 | Charles Schwab Investment Management Inc | 441.98K (1.09%) | 17.61K Increased by +3.99% | Mar 31, 25 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | iShares Core S&P Small-Cap ETF | 2.57M (6.33%) | 0.00 Increased by 0.00% | May 31, 25 |
2 | Van Berkom Sm-Cap Eq | 1.38M (3.39%) | -1.28M Decreased by -92.85% | Jun 30, 24 |
3 | Vanguard Total Stock Mkt Idx Inv | 1.31M (3.23%) | 47.00K Increased by +3.58% | Apr 30, 25 |
4 | iShares Russell 2000 ETF | 1.11M (2.74%) | 0.00 Increased by 0.00% | May 31, 25 |
5 | Avantis US Small Cap Value ETF | 981.37K (2.41%) | 2.35K Increased by +0.24% | May 31, 25 |
6 | Vanguard US Total Market Shares ETF | 842.20K (2.07%) | 935.00 Increased by +0.11% | Sep 30, 24 |
7 | Vanguard Institutional Extnd Mkt Idx Tr | 659.72K (1.62%) | 763.00 Increased by +0.12% | Apr 30, 25 |
8 | American Century Small Cap Value Inv | 570.61K (1.40%) | 156.23K Increased by +27.38% | Mar 31, 25 |
9 | American Century U.S. Small Cap Value | 570.61K (1.40%) | 156.23K Increased by +27.38% | Mar 31, 25 |
10 | T. Rowe Price Integrated US Sm Gr Eq | 558.17K (1.37%) | 0.00 Increased by 0.00% | Mar 31, 25 |
11 | T. Rowe Price Integrated US SmCapGrEq | 558.17K (1.37%) | -457.07K Decreased by -81.89% | Mar 31, 25 |
12 | Fidelity Small Cap Index | 437.05K (1.07%) | 28.07K Increased by +6.42% | Mar 31, 25 |
13 | JOHCM Global Select A GBP | 411.91K (1.01%) | -14.79K Decreased by -3.59% | Apr 30, 25 |
14 | Embark Small Cap Equity Institutional | 394.23K (0.97%) | -33.73K Decreased by -8.56% | Mar 31, 25 |
15 | Embark Small Cap Equity Retirement | 372.85K (0.92%) | -21.37K Decreased by -5.73% | Apr 30, 25 |
16 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 364.77K (0.90%) | 0.00 Increased by 0.00% | May 30, 25 |
17 | iShares Russell 2000 Value ETF | 359.00K (0.88%) | 0.00 Increased by 0.00% | May 31, 25 |
18 | Rockefeller U.S. Small-Mid Cap ETF | 314.68K (0.77%) | -107.00 Decreased by -0.03% | May 30, 25 |
19 | Champlain Small Company Fund, LLC | 305.73K (0.75%) | 8.78K Increased by +2.87% | May 31, 25 |
20 | DFA US Targeted Value I | 305.00K (0.75%) | -20.20K Decreased by -6.62% | Apr 30, 25 |