Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | BlackRock Inc | 4.35M (18.01%) | 42.67K Increased by +0.98% | Mar 31, 25 |
2 | Vanguard Group Inc | 2.79M (11.58%) | -120.86K Decreased by -4.33% | Mar 31, 25 |
3 | TD Asset Management Inc | 1.79M (7.43%) | 215.54K Increased by +12.01% | Jun 30, 24 |
4 | LSV Asset Management | 1.60M (6.62%) | -84.03K Decreased by -5.26% | Mar 31, 25 |
5 | Copeland Capital Management, LLC | 1.59M (6.57%) | -14.54K Decreased by -0.92% | Dec 31, 24 |
6 | First Trust Advisors L.P. | 1.30M (5.38%) | 411.32K Increased by +31.66% | Jun 30, 24 |
7 | TD Global Investment Solutions – TD Epoch | 1.09M (4.50%) | 201.39K Increased by +18.55% | Jun 30, 24 |
8 | Dimensional Fund Advisors, Inc. | 1.02M (4.23%) | 1.46K Increased by +0.14% | Mar 31, 25 |
9 | State Street Corp | 960.81K (3.98%) | -44.63K Decreased by -4.65% | Mar 31, 25 |
10 | State Street Corporation | 951.91K (3.94%) | 17.64K Increased by +1.85% | Mar 31, 24 |
11 | Invenomic Capital Management, LP | 885.02K (3.67%) | 283.53K Increased by +32.04% | Mar 31, 25 |
12 | Brown Advisory Holdings Inc | 850.54K (3.52%) | -58.65K Decreased by -6.90% | Dec 31, 24 |
13 | Royce & Associates, LP | 831.63K (3.45%) | 127.40K Increased by +15.32% | Dec 31, 24 |
14 | FMR Inc | 791.83K (3.28%) | 790.79K Increased by +99.87% | Mar 31, 24 |
15 | UBS Group AG | 766.34K (3.18%) | 758.34K Increased by +98.96% | Dec 31, 24 |
16 | Trigran Investments Inc | 751.35K (3.11%) | -583.29K Decreased by -77.63% | Sep 30, 24 |
17 | Rice Hall James & Associates, LLC | 666.35K (2.76%) | 118.83K Increased by +17.83% | Mar 31, 25 |
18 | Millennium Management LLC | 646.94K (2.68%) | -543.37K Decreased by -83.99% | Sep 30, 23 |
19 | Bank of New York Mellon Corp | 621.26K (2.57%) | -168.89K Decreased by -27.19% | Mar 31, 25 |
20 | Eckert Corp | 599.96K (2.49%) | 599.96K Increased by +100.00% | Mar 31, 25 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | iShares Core S&P Small-Cap ETF | 1.47M (6.08%) | -1.56K Decreased by -0.11% | Apr 30, 25 |
2 | First Trust SMID Cp Rising Div Achv ETF | 1.37M (5.69%) | 5.99K Increased by +0.44% | Aug 29, 24 |
3 | Vanguard US Total Market Shares ETF | 813.28K (3.37%) | 0.00 Increased by 0.00% | Sep 30, 24 |
4 | TD U.S. Capital Reinvestment I | 778.18K (3.22%) | -35.94K Decreased by -4.62% | Jun 30, 24 |
5 | Vanguard Total Stock Mkt Idx Inv | 764.43K (3.17%) | 0.00 Increased by 0.00% | Apr 30, 25 |
6 | Vanguard Small Cap Index | 609.64K (2.53%) | 720.00 Increased by +0.12% | Apr 30, 25 |
7 | iShares Russell 2000 ETF | 606.90K (2.52%) | 103.00 Increased by +0.02% | Apr 30, 25 |
8 | Royce Small-Cap Quality Value Composite | 560.66K (2.32%) | 56.57K Increased by +10.09% | Dec 31, 24 |
9 | Royce Small-Cap Total Return Invmt | 560.66K (2.32%) | 56.57K Increased by +10.09% | Dec 31, 24 |
10 | Delaware Ivy Mid Cap Growth A | 540.08K (2.24%) | -357.47K Decreased by -66.19% | Jun 30, 23 |
11 | Invenomic Institutional | 535.54K (2.22%) | 248.45K Increased by +46.39% | Jan 31, 25 |
12 | Brown Advisory Small-Cap Fdmtl Val Inv | 521.41K (2.16%) | -23.13K Decreased by -4.44% | Dec 31, 24 |
13 | Kingsview Volume Factor Dividend Tree | 514.20K (2.13%) | 514.20K Increased by +100.00% | Mar 31, 24 |
14 | Vanguard Small Cap Value Index Inv | 396.10K (1.64%) | 939.00 Increased by +0.24% | Apr 30, 25 |
15 | Fidelity Contrafund | 374.43K (1.55%) | 288.44K Increased by +77.04% | Mar 31, 24 |
16 | Vanguard Institutional Extnd Mkt Idx Tr | 373.83K (1.55%) | 653.00 Increased by +0.17% | Apr 30, 25 |
17 | Fidelity Small Cap Index | 246.14K (1.02%) | 5.79K Increased by +2.35% | Feb 28, 25 |
18 | Fidelity® Small Cap Index | 238.61K (0.99%) | 6.28K Increased by +2.63% | Oct 31, 23 |
19 | iShares S&P Small-Cap 600 Value ETF | 236.71K (0.98%) | 243.00 Increased by +0.10% | Apr 30, 25 |
20 | Tieton Small Cap Value | 234.22K (0.97%) | -49.48K Decreased by -21.13% | Mar 31, 25 |