| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.54M (16.09%) | -11.03K Decreased by -0.31% | Mar 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 1.46M (6.63%) | 30.67K Increased by +2.10% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 1.44M (6.53%) | 39.72K Increased by +2.76% | Jun 30, 25 |
| 4 | State Street Corporation | 845.29K (3.84%) | 7.54K Increased by +0.89% | Mar 31, 24 |
| 5 | State Street Corp | 808.65K (3.67%) | -39.49K Decreased by -4.88% | Mar 31, 25 |
| 6 | Bank of America Corp | 607.64K (2.76%) | 5.21K Increased by +0.86% | Mar 31, 25 |
| 7 | Systematic Financial Management LP | 583.33K (2.65%) | 31.14K Increased by +5.34% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 515.28K (2.34%) | 14.66K Increased by +2.85% | Mar 31, 25 |
| 9 | UBS Group AG | 328.04K (1.49%) | 239.96K Increased by +73.15% | Mar 31, 25 |
| 10 | American Century Companies Inc | 323.88K (1.47%) | 71.44K Increased by +22.06% | Jun 30, 25 |
| 11 | Assenagon Asset Management SA | 315.78K (1.43%) | 93.84K Increased by +29.72% | Sep 30, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 279.89K (1.27%) | 31.17K Increased by +11.14% | Mar 31, 25 |
| 13 | Northern Trust Corp | 217.81K (0.99%) | -2.22K Decreased by -1.02% | Mar 31, 25 |
| 14 | Earnest Partners LLC | 208.30K (0.95%) | -1.03M Decreased by -493.25% | Mar 31, 25 |
| 15 | Charles Schwab Investment Management Inc | 194.76K (0.88%) | 8.30K Increased by +4.26% | Jun 30, 25 |
| 16 | JPMorgan Chase & Co | 194.70K (0.88%) | 16.82K Increased by +8.64% | Mar 31, 25 |
| 17 | AQR Capital Management LLC | 188.76K (0.86%) | 83.65K Increased by +44.32% | Mar 31, 25 |
| 18 | Envestnet Asset Management Inc | 185.98K (0.84%) | -965.00 Decreased by -0.52% | Dec 31, 24 |
| 19 | Bank of New York Mellon Corp | 175.19K (0.80%) | -2.96K Decreased by -1.69% | Mar 31, 25 |
| 20 | Bridgeway Capital Management, LLC | 173.66K (0.79%) | 45.90K Increased by +26.43% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.28M (5.82%) | 228.00 Increased by +0.02% | Jul 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 567.54K (2.58%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 522.59K (2.37%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | EARNEST Small Cap Value | 520.52K (2.36%) | 519.73K Increased by +99.85% | Dec 31, 23 |
| 5 | iShares Russell 2000 ETF | 513.53K (2.33%) | -9.77K Decreased by -1.90% | Jul 31, 25 |
| 6 | Harbor Small Cap Value Instl | 411.22K (1.87%) | -9.10K Decreased by -2.21% | Dec 31, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 329.55K (1.50%) | -5.65K Decreased by -1.71% | Jun 30, 25 |
| 8 | DFA US Small Cap Value I | 290.28K (1.32%) | 13.49K Increased by +4.65% | Jun 30, 25 |
| 9 | Avantis US Small Cap Value ETF | 258.53K (1.17%) | 784.00 Increased by +0.30% | Jul 31, 25 |
| 10 | EARNEST Small Cap Core | 225.53K (1.02%) | 223.56K Increased by +99.12% | Dec 31, 23 |
| 11 | Vanguard Small Cap Index | 224.26K (1.02%) | 549.00 Increased by +0.24% | Aug 31, 24 |
| 12 | Foundry Partners Micro Cap Value | 222.53K (1.01%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Fidelity Small Cap Index | 212.27K (0.96%) | 868.00 Increased by +0.41% | May 31, 25 |
| 14 | Fidelity® Small Cap Index | 203.82K (0.93%) | 5.55K Increased by +2.73% | Oct 31, 23 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 200.39K (0.91%) | -206.00 Decreased by -0.10% | Jul 31, 25 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 188.65K (0.86%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 183.65K (0.83%) | 102.00 Increased by +0.06% | Jul 31, 25 |
| 18 | iShares Russell 2000 Value ETF | 183.30K (0.83%) | 136.00 Increased by +0.07% | Jul 31, 25 |
| 19 | Invesco S&P SmallCap Value with Momt ETF | 183.05K (0.83%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | DFA US Targeted Value I | 175.14K (0.80%) | 3.57K Increased by +2.04% | Jun 30, 25 |