Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | BlackRock Inc | 2.25M (15.18%) | -71.02K Decreased by -3.15% | Mar 31, 25 |
2 | Vanguard Group Inc | 1.69M (11.41%) | -15.57K Decreased by -0.92% | Mar 31, 25 |
3 | London Company of Virginia | 980.11K (6.61%) | 123.00 Increased by +0.01% | Mar 31, 25 |
4 | River Road Asset Management, LLC | 789.43K (5.32%) | -65.86K Decreased by -8.34% | Mar 31, 25 |
5 | Dimensional Fund Advisors, Inc. | 764.72K (5.16%) | 1.03K Increased by +0.13% | Mar 31, 25 |
6 | Kayne Anderson Rudnick Investment Management LLC | 608.25K (4.10%) | 17.53K Increased by +2.88% | Mar 31, 25 |
7 | State Street Corporation | 593.55K (4.00%) | 8.44K Increased by +1.42% | Mar 31, 24 |
8 | State Street Corp | 581.50K (3.92%) | -26.64K Decreased by -4.58% | Mar 31, 25 |
9 | Victory Capital Management Inc. | 366.03K (2.47%) | -275.78K Decreased by -75.34% | Mar 31, 25 |
10 | Geode Capital Management, LLC | 360.82K (2.43%) | 13.31K Increased by +3.69% | Mar 31, 25 |
11 | Copeland Capital Management, LLC | 360.42K (2.43%) | -4.63K Decreased by -1.28% | Mar 31, 25 |
12 | TPG GP A, LLC | 335.11K (2.26%) | -163.57K Decreased by -48.81% | Mar 31, 24 |
13 | JONES FINANCIAL COMPANIES LLLP | 307.51K (2.07%) | 307.15K Increased by +99.88% | Mar 31, 25 |
14 | JPMorgan Chase & Co | 300.17K (2.02%) | -87.16K Decreased by -29.04% | Mar 31, 25 |
15 | Northern Trust Corp | 263.32K (1.78%) | 12.60K Increased by +4.78% | Dec 31, 24 |
16 | Fuller & Thaler Asset Management Inc | 242.18K (1.63%) | -29.67K Decreased by -12.25% | Mar 31, 25 |
17 | Charles Schwab Investment Management Inc | 235.57K (1.59%) | -1.73K Decreased by -0.74% | Mar 31, 25 |
18 | Wellington Management Company LLP | 231.84K (1.56%) | -36.08K Decreased by -15.56% | Sep 30, 23 |
19 | Morgan Stanley - Brokerage Accounts | 229.29K (1.55%) | -22.96K Decreased by -10.01% | Mar 31, 25 |
20 | American Century Companies Inc | 189.24K (1.28%) | 16.02K Increased by +8.47% | Dec 31, 24 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | iShares Core S&P Small-Cap ETF | 910.21K (6.14%) | -816.00 Decreased by -0.09% | Apr 30, 25 |
2 | Touchstone Mid Cap Y | 678.12K (4.57%) | -31.94K Decreased by -4.71% | Mar 31, 25 |
3 | Victory Small Cap Value CIT (Net 75) | 480.00K (3.24%) | 17.00K Increased by +3.54% | Sep 30, 24 |
4 | Vanguard US Total Market Shares ETF | 479.52K (3.23%) | 590.00 Increased by +0.12% | Sep 30, 24 |
5 | Vanguard Total Stock Mkt Idx Inv | 479.06K (3.23%) | 1.82K Increased by +0.38% | Apr 30, 25 |
6 | Vanguard Small Cap Index | 376.75K (2.54%) | 1.75K Increased by +0.46% | Apr 30, 25 |
7 | iShares Russell 2000 ETF | 372.24K (2.51%) | 63.00 Increased by +0.02% | Apr 30, 25 |
8 | Victory Sycamore Small Company Opp R | 268.00K (1.81%) | -212.00K Decreased by -79.10% | Mar 31, 25 |
9 | FullerThaler Behavioral Sm-Cp Eq R6 | 260.45K (1.76%) | 0.00 Increased by 0.00% | Dec 31, 24 |
10 | FullerThaler Behavioral Small-Cap Equity | 260.45K (1.76%) | 0.00 Increased by 0.00% | Dec 31, 24 |
11 | Vanguard Small Cap Value Index Inv | 243.55K (1.64%) | 762.00 Increased by +0.31% | Apr 30, 25 |
12 | Delaware Small Cap Value A | 236.97K (1.60%) | 0.00 Increased by 0.00% | Oct 31, 24 |
13 | Vanguard Institutional Extnd Mkt Idx Tr | 231.35K (1.56%) | 1.92K Increased by +0.83% | Apr 30, 25 |
14 | T. Rowe Price Small-Cap Value | 155.60K (1.05%) | -600.00 Decreased by -0.39% | Dec 31, 23 |
15 | AMG River Road Small Cap Value N | 155.47K (1.05%) | 0.00 Increased by 0.00% | Apr 30, 25 |
16 | Fidelity Small Cap Index | 149.25K (1.01%) | 954.00 Increased by +0.64% | Feb 28, 25 |
17 | American Century Small Cap Growth Inv | 146.67K (0.99%) | -2.26K Decreased by -1.54% | Dec 31, 24 |
18 | American Century U.S. Small Cap Growth | 146.67K (0.99%) | -2.26K Decreased by -1.54% | Dec 31, 24 |
19 | Fidelity® Small Cap Index | 144.56K (0.97%) | 4.00K Increased by +2.76% | Oct 31, 23 |
20 | JPM Small Cap Equity-MA | 141.98K (0.96%) | -40.15K Decreased by -28.28% | Mar 31, 25 |