| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.90M (16.47%) | 55.33K Increased by +1.91% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 1.40M (7.95%) | 37.09K Increased by +2.65% | Jun 30, 25 |
| 3 | State Street Corp | 785.91K (4.46%) | 34.22K Increased by +4.35% | Jun 30, 25 |
| 4 | Manufacturers Life Insurance Co | 717.42K (4.07%) | 108.25K Increased by +15.09% | Jun 30, 25 |
| 5 | State Street Corporation | 674.99K (3.83%) | 23.07K Increased by +3.42% | Mar 31, 24 |
| 6 | JPMorgan Chase & Co | 593.19K (3.36%) | 23.82K Increased by +4.02% | Jun 30, 25 |
| 7 | Renaissance Technologies Corp | 434.44K (2.46%) | 1.90K Increased by +0.44% | Jun 30, 25 |
| 8 | Geode Capital Management, LLC | 385.71K (2.19%) | 4.82K Increased by +1.25% | Jun 30, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 378.17K (2.14%) | -17.28K Decreased by -4.57% | Jun 30, 25 |
| 10 | BTIM Corp | 374.13K (2.12%) | -9.15K Decreased by -2.45% | Jun 30, 25 |
| 11 | Frontier Capital Management CO Inc | 360.89K (2.05%) | 101.11K Increased by +28.02% | Jun 30, 25 |
| 12 | Aristotle Capital Boston, LLC | 295.26K (1.67%) | -7.86K Decreased by -2.66% | Jun 30, 25 |
| 13 | Bank of New York Mellon Corp | 197.53K (1.12%) | 734.00 Increased by +0.37% | Jun 30, 25 |
| 14 | Morgan Stanley - Brokerage Accounts | 193.49K (1.10%) | -9.51K Decreased by -4.91% | Jun 30, 25 |
| 15 | Charles Schwab Investment Management Inc | 191.53K (1.09%) | 23.07K Increased by +12.04% | Jun 30, 25 |
| 16 | Northern Trust Corp | 172.81K (0.98%) | -1.95K Decreased by -1.13% | Jun 30, 25 |
| 17 | Royal Bank of Canada | 161.42K (0.92%) | -12.31K Decreased by -7.62% | Jun 30, 25 |
| 18 | Nuveen Asset Management, LLC | 129.86K (0.74%) | 144.00 Increased by +0.11% | Dec 31, 24 |
| 19 | CSM Advisors, LLC | 127.43K (0.72%) | 127.43K Increased by +100.00% | Jun 30, 25 |
| 20 | ProShare Advisors LLC | 118.45K (0.67%) | -13.72K Decreased by -11.58% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 971.29K (5.51%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | JHancock Small Cap Core NAV | 594.92K (3.37%) | -6.02K Decreased by -1.01% | Jul 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 521.63K (2.96%) | -10.13K Decreased by -1.94% | Jul 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 511.07K (2.90%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | iShares US Infrastructure ETF | 407.28K (2.31%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 6 | iShares Russell 2000 ETF | 374.06K (2.12%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 7 | Foundry Partners Micro Cap Value | 207.54K (1.18%) | 14.33K Increased by +6.90% | Jul 31, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 177.01K (1.00%) | -76.38K Decreased by -43.15% | Jul 31, 25 |
| 9 | Fidelity Small Cap Index | 161.23K (0.91%) | 1.00 Increased by +0.00% | Jun 30, 25 |
| 10 | Fidelity® Small Cap Index | 155.43K (0.88%) | 4.97K Increased by +3.20% | Oct 31, 23 |
| 11 | Boston Trust Walden Small Cap | 151.43K (0.86%) | -340.00 Decreased by -0.22% | Jul 31, 25 |
| 12 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 143.43K (0.81%) | 1.72K Increased by +1.20% | Aug 29, 25 |
| 13 | SPDR® Portfolio S&P 600 Sm Cap ETF | 143.39K (0.81%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 14 | iShares Russell 2000 Value ETF | 141.93K (0.81%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 15 | JPMorgan Small Cap Blend A | 126.81K (0.72%) | 1.72K Increased by +1.35% | Jul 31, 25 |
| 16 | JPM US Small Cap Value-Composite | 125.09K (0.71%) | 2.87K Increased by +2.30% | Jun 30, 25 |
| 17 | JPMorgan Small Cap Value I | 120.88K (0.69%) | -2.46K Decreased by -2.04% | Jul 31, 25 |
| 18 | Vanguard Tax-Managed Small Cap Adm | 117.80K (0.67%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | ProShares Russell 2000 Dividend Growers | 111.77K (0.63%) | -59.00 Decreased by -0.05% | Aug 29, 25 |
| 20 | Vanguard Utilities ETF | 103.15K (0.59%) | -61.00 Decreased by -0.06% | Jul 31, 25 |