| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.33M (10.67%) | 30.53K Increased by +2.30% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 662.64K (5.32%) | -9.88K Decreased by -1.49% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 426.08K (3.42%) | 21.44K Increased by +5.03% | Dec 31, 24 |
| 4 | State Street Corp | 283.39K (2.27%) | 8.69K Increased by +3.06% | Dec 31, 24 |
| 5 | Geode Capital Management, LLC | 270.62K (2.17%) | -1.95K Decreased by -0.72% | Dec 31, 24 |
| 6 | State Street Corporation | 263.72K (2.12%) | 22.34K Increased by +8.47% | Mar 31, 24 |
| 7 | American Century Companies Inc | 248.46K (1.99%) | 35.21K Increased by +14.17% | Dec 31, 24 |
| 8 | JPMorgan Chase & Co | 247.43K (1.99%) | -104.12K Decreased by -42.08% | Dec 31, 24 |
| 9 | Bridgeway Capital Management, LLC | 188.55K (1.51%) | -3.55K Decreased by -1.88% | Dec 31, 24 |
| 10 | Keeley-Teton Advisors, LLC | 157.99K (1.27%) | -6.47K Decreased by -4.10% | Dec 31, 24 |
| 11 | Polaris Capital Management, LLC | 140.30K (1.13%) | -16.90K Decreased by -12.05% | Dec 31, 24 |
| 12 | Northern Trust Corp | 110.82K (0.89%) | 7.79K Increased by +7.03% | Dec 31, 24 |
| 13 | DePrince Race & Zollo Inc | 100.24K (0.80%) | -3.04K Decreased by -3.04% | Dec 31, 24 |
| 14 | Millennium Management LLC | 94.33K (0.76%) | 31.98K Increased by +33.90% | Dec 31, 24 |
| 15 | Hotchkis & Wiley Capital Management LLC | 90.26K (0.72%) | 5.30K Increased by +5.87% | Dec 31, 24 |
| 16 | Empowered Funds, LLC | 88.85K (0.71%) | -3.55K Decreased by -4.00% | Dec 31, 24 |
| 17 | John W. Rosenthal Capital Management, Inc. | 84.45K (0.68%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | Acadian Asset Management LLC | 77.58K (0.62%) | -12.93K Decreased by -16.67% | Dec 31, 24 |
| 19 | Venturi Wealth Management, LLC | 75.10K (0.60%) | -3.45K Decreased by -4.60% | Dec 31, 24 |
| 20 | Nuveen Asset Management, LLC | 65.20K (0.52%) | 22.01K Increased by +33.76% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Russell 2000 ETF | 367.38K (2.95%) | -3.19K Decreased by -0.87% | Mar 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 365.64K (2.93%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 3 | Avantis US Small Cap Value ETF | 230.93K (1.85%) | 240.00 Increased by +0.10% | Mar 29, 25 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 180.48K (1.45%) | 568.00 Increased by +0.31% | Feb 28, 25 |
| 5 | Keeley Small Cap Dividend Value I | 138.71K (1.11%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 6 | Fidelity® Small Cap Index | 114.03K (0.91%) | 1.98K Increased by +1.73% | Oct 31, 23 |
| 7 | Fidelity Small Cap Index | 114.01K (0.91%) | -2.13K Decreased by -1.87% | Jan 31, 25 |
| 8 | iShares Russell 2000 Value ETF | 107.89K (0.87%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Bridgeway Omni Small-Cap Value | 99.70K (0.80%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | Bridgeway Omni Small-Cap Value N | 99.70K (0.80%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 11 | EA Bridgeway Omni Small-Cap Value ETF | 89.25K (0.72%) | 93.00 Increased by +0.10% | Mar 31, 25 |
| 12 | BlackRock Advantage Small Cap Core Instl | 83.04K (0.67%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 13 | DFA US Targeted Value I | 76.39K (0.61%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 14 | State St Russell Sm/Mid Cp® Indx NL Cl C | 73.28K (0.59%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 15 | Fidelity Extended Market Index | 66.60K (0.53%) | 992.00 Increased by +1.49% | Feb 28, 25 |
| 16 | Fidelity® Extended Market Index | 65.16K (0.52%) | 1.21K Increased by +1.86% | Nov 30, 23 |
| 17 | JPMorgan Small Cap Value I | 61.31K (0.49%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 18 | Dimensional US Targeted Value ETF | 57.72K (0.46%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | DFA US Micro Cap I | 57.70K (0.46%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 20 | Pear Tree Polaris Small Cap Ord | 57.70K (0.46%) | -8.20K Decreased by -14.21% | Mar 31, 25 |