| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.55M (16.63%) | -15.81K Decreased by -0.44% | Dec 31, 24 |
| 2 | Dimensional Fund Advisors, Inc. | 1.41M (6.57%) | 55.62K Increased by +3.96% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 1.35M (6.32%) | 16.59K Increased by +1.23% | Dec 31, 24 |
| 4 | Earnest Partners LLC | 1.24M (5.78%) | -15.77K Decreased by -1.28% | Dec 31, 24 |
| 5 | State Street Corp | 848.13K (3.97%) | 26.57K Increased by +3.13% | Dec 31, 24 |
| 6 | State Street Corporation | 845.29K (3.95%) | 7.54K Increased by +0.89% | Mar 31, 24 |
| 7 | Bank of America Corp | 602.43K (2.82%) | -11.25K Decreased by -1.87% | Dec 31, 24 |
| 8 | Systematic Financial Management LP | 552.19K (2.58%) | 66.56K Increased by +12.05% | Dec 31, 24 |
| 9 | Geode Capital Management, LLC | 500.62K (2.34%) | -1.61K Decreased by -0.32% | Dec 31, 24 |
| 10 | Assenagon Asset Management SA | 315.78K (1.48%) | 93.84K Increased by +29.72% | Sep 30, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 248.71K (1.16%) | -28.33K Decreased by -11.39% | Dec 31, 24 |
| 12 | Charles Schwab Investment Management Inc | 235.81K (1.10%) | -44.83K Decreased by -19.01% | Dec 31, 24 |
| 13 | Northern Trust Corp | 220.02K (1.03%) | 2.65K Increased by +1.20% | Dec 31, 24 |
| 14 | Envestnet Asset Management Inc | 185.98K (0.87%) | -965.00 Decreased by -0.52% | Dec 31, 24 |
| 15 | Amvescap Plc. | 180.07K (0.84%) | -31.09K Decreased by -17.26% | Dec 31, 24 |
| 16 | Bank of New York Mellon Corp | 178.16K (0.83%) | -427.00 Decreased by -0.24% | Dec 31, 24 |
| 17 | JPMorgan Chase & Co | 177.88K (0.83%) | -21.37K Decreased by -12.01% | Dec 31, 24 |
| 18 | Wells Fargo & Co | 162.78K (0.76%) | -1.16K Decreased by -0.71% | Dec 31, 24 |
| 19 | Goldman Sachs Group Inc | 155.76K (0.73%) | -52.23K Decreased by -33.53% | Dec 31, 24 |
| 20 | Hotchkis & Wiley Capital Management LLC | 153.22K (0.72%) | 22.30K Increased by +14.55% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.32M (6.16%) | 912.00 Increased by +0.07% | Mar 31, 25 |
| 2 | iShares Russell 2000 ETF | 568.91K (2.66%) | -4.95K Decreased by -0.87% | Mar 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 555.71K (2.60%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 4 | EARNEST Small Cap Value | 520.52K (2.44%) | 519.73K Increased by +99.85% | Dec 31, 23 |
| 5 | Harbor Small Cap Value Instl | 411.22K (1.92%) | -9.10K Decreased by -2.21% | Dec 31, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 321.91K (1.51%) | 663.00 Increased by +0.21% | Feb 28, 25 |
| 7 | DFA US Small Cap Value I | 269.19K (1.26%) | 9.48K Increased by +3.52% | Feb 28, 25 |
| 8 | EARNEST Small Cap Core | 225.53K (1.06%) | 223.56K Increased by +99.12% | Dec 31, 23 |
| 9 | Vanguard Small Cap Index | 224.26K (1.05%) | 549.00 Increased by +0.24% | Aug 31, 24 |
| 10 | Foundry Partners Micro Cap Value | 222.53K (1.04%) | -42.73K Decreased by -19.20% | Dec 31, 24 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 216.45K (1.01%) | -214.00 Decreased by -0.10% | Mar 31, 25 |
| 12 | Fidelity Small Cap Index | 209.01K (0.98%) | -3.91K Decreased by -1.87% | Jan 31, 25 |
| 13 | Fidelity® Small Cap Index | 203.82K (0.95%) | 5.55K Increased by +2.73% | Oct 31, 23 |
| 14 | DFA US Micro Cap I | 193.38K (0.90%) | -13.29K Decreased by -6.87% | Feb 28, 25 |
| 15 | iShares Russell 2000 Value ETF | 193.17K (0.90%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 188.65K (0.88%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 182.90K (0.86%) | 272.00 Increased by +0.15% | Mar 31, 25 |
| 18 | Avantis US Small Cap Value ETF | 176.95K (0.83%) | 820.00 Increased by +0.46% | Mar 29, 25 |
| 19 | DFA US Targeted Value I | 162.27K (0.76%) | 2.95K Increased by +1.82% | Feb 28, 25 |
| 20 | Schwab Fundamental US Small Company ETF | 158.54K (0.74%) | 0.00 Increased by 0.00% | Apr 30, 24 |