| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.77M (16.09%) | 86.31K Increased by +2.29% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 2.79M (11.93%) | 45.42K Increased by +1.63% | Dec 31, 24 |
| 3 | T. Rowe Price Investment Management,Inc. | 2.27M (9.68%) | -147.13K Decreased by -6.49% | Dec 31, 24 |
| 4 | Marshfield Associates | 1.84M (7.84%) | 6.87K Increased by +0.37% | Dec 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 1.49M (6.38%) | -2.63K Decreased by -0.18% | Dec 31, 24 |
| 6 | Burgundy Asset Management Ltd | 1.26M (5.38%) | 20.46K Increased by +1.63% | Dec 31, 24 |
| 7 | Inclusive Capital Partners LP | 975.00K (4.16%) | -680.00K Decreased by -69.74% | Jun 30, 24 |
| 8 | State Street Corp | 935.03K (3.99%) | 44.90K Increased by +4.80% | Dec 31, 24 |
| 9 | State Street Corporation | 851.33K (3.64%) | 7.11K Increased by +0.84% | Mar 31, 24 |
| 10 | JPMorgan Chase & Co | 798.29K (3.41%) | 346.45K Increased by +43.40% | Sep 30, 24 |
| 11 | Van Lanschot Kempen Investment Management NV | 618.29K (2.64%) | 70.74K Increased by +11.44% | Dec 31, 24 |
| 12 | Royal Bank of Canada | 589.05K (2.52%) | 34.61K Increased by +5.88% | Dec 31, 24 |
| 13 | Geode Capital Management, LLC | 560.08K (2.39%) | -1.19K Decreased by -0.21% | Dec 31, 24 |
| 14 | Disciplined Growth Investors Inc | 435.53K (1.86%) | -25.48K Decreased by -5.85% | Dec 31, 24 |
| 15 | Envestnet Asset Management Inc | 397.26K (1.70%) | 15.64K Increased by +3.94% | Dec 31, 24 |
| 16 | Nuveen Asset Management, LLC | 390.54K (1.67%) | 29.77K Increased by +7.62% | Dec 31, 24 |
| 17 | Charles Schwab Investment Management Inc | 324.68K (1.39%) | 10.95K Increased by +3.37% | Dec 31, 24 |
| 18 | Bank of New York Mellon Corp | 272.25K (1.16%) | 12.96K Increased by +4.76% | Dec 31, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 271.88K (1.16%) | -121.05K Decreased by -44.52% | Dec 31, 24 |
| 20 | Northern Trust Corp | 259.97K (1.11%) | 26.37K Increased by +10.14% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.50M (6.42%) | 944.00 Increased by +0.06% | Mar 31, 25 |
| 2 | T. Rowe Price Small-Cap Value | 949.91K (4.06%) | 23.50K Increased by +2.47% | Mar 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 743.05K (3.17%) | 53.53K Increased by +7.20% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 742.15K (3.17%) | 2.87K Increased by +0.39% | Mar 31, 25 |
| 5 | iShares Russell 2000 ETF | 585.41K (2.50%) | -5.06K Decreased by -0.86% | Mar 31, 25 |
| 6 | Vanguard Small Cap Index | 581.82K (2.49%) | -14.10K Decreased by -2.42% | Mar 31, 25 |
| 7 | T. Rowe Price U.S. SC Value Eq Tr-Z | 558.13K (2.38%) | 42.94K Increased by +7.69% | Mar 31, 25 |
| 8 | T. Rowe Price U.S. SC Value Eq Tr-D | 515.19K (2.20%) | -18.40K Decreased by -3.57% | Dec 31, 24 |
| 9 | Marshfield Core Value Equity | 413.92K (1.77%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 378.22K (1.62%) | 8.37K Increased by +2.21% | Mar 31, 25 |
| 11 | Vanguard Small Cap Value Index Inv | 377.62K (1.61%) | -14.59K Decreased by -3.86% | Mar 31, 25 |
| 12 | DFA US Small Cap Value I | 345.10K (1.47%) | -1.40K Decreased by -0.41% | Feb 28, 25 |
| 13 | Marshfield Concentrated Opportunity | 283.87K (1.21%) | 16.43K Increased by +5.79% | Nov 30, 24 |
| 14 | Kempen (Lux) Global Small-Cap I | 265.70K (1.13%) | 22.59K Increased by +8.50% | Dec 31, 24 |
| 15 | T. Rowe Price Small-Cap Stock | 262.52K (1.12%) | -57.00 Decreased by -0.02% | Mar 31, 25 |
| 16 | T. Rowe Price US Small-Cap Core Equity | 262.52K (1.12%) | -31.38K Decreased by -11.95% | Mar 31, 25 |
| 17 | iShares S&P Small-Cap 600 Value ETF | 248.13K (1.06%) | -215.00 Decreased by -0.09% | Mar 31, 25 |
| 18 | Triodos Pioneer Impact EUR R Acc | 220.00K (0.94%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | Fidelity Small Cap Index | 218.74K (0.93%) | -4.10K Decreased by -1.87% | Jan 31, 25 |
| 20 | Fidelity® Small Cap Index | 218.70K (0.93%) | 5.98K Increased by +2.74% | Oct 31, 23 |