| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.07M (16.99%) | 1.70K Increased by +0.16% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 870.30K (13.82%) | -32.28K Decreased by -3.71% | Jun 30, 25 |
| 3 | State Street Corporation | 307.98K (4.89%) | 7.66K Increased by +2.49% | Mar 31, 24 |
| 4 | Charles Schwab Investment Management Inc | 304.53K (4.84%) | 4.57K Increased by +1.50% | Jun 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 300.82K (4.78%) | -4.88K Decreased by -1.62% | Jun 30, 25 |
| 6 | State Street Corp | 288.67K (4.58%) | -7.25K Decreased by -2.51% | Mar 31, 25 |
| 7 | FMR Inc | 203.43K (3.23%) | -23.55K Decreased by -11.58% | Jun 30, 24 |
| 8 | Geode Capital Management, LLC | 154.02K (2.45%) | 3.95K Increased by +2.57% | Mar 31, 25 |
| 9 | T. Rowe Price Investment Management,Inc. | 151.73K (2.41%) | -252.83K Decreased by -166.64% | Mar 31, 24 |
| 10 | American Century Companies Inc | 125.96K (2.00%) | 12.77K Increased by +10.14% | Jun 30, 25 |
| 11 | WCM Investment Management | 125.08K (1.99%) | 22.90K Increased by +18.31% | Jun 30, 25 |
| 12 | JPMorgan Chase & Co | 116.84K (1.86%) | -41.18K Decreased by -35.25% | Mar 31, 25 |
| 13 | Victory Capital Management Inc. | 109.56K (1.74%) | 14.88K Increased by +13.58% | Jun 30, 25 |
| 14 | Northern Trust Corp | 107.64K (1.71%) | 1.53K Increased by +1.43% | Mar 31, 25 |
| 15 | Brown Advisory Holdings Inc | 101.95K (1.62%) | 18.14K Increased by +17.80% | Jun 30, 25 |
| 16 | Schonfeld Strategic Advisors LLC | 94.81K (1.51%) | -47.71K Decreased by -50.32% | Sep 30, 23 |
| 17 | Royal Bank of Canada | 94.78K (1.50%) | -16.94K Decreased by -17.87% | Mar 31, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 91.70K (1.46%) | -11.35K Decreased by -12.38% | Mar 31, 25 |
| 19 | Vulcan Value Partners, LLC | 86.70K (1.38%) | -11.93K Decreased by -13.76% | Mar 31, 25 |
| 20 | Bank of New York Mellon Corp | 86.16K (1.37%) | -2.34K Decreased by -2.71% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 387.51K (6.15%) | 62.00 Increased by +0.02% | Aug 29, 25 |
| 2 | Vanguard US Total Market Shares ETF | 217.27K (3.45%) | 305.00 Increased by +0.14% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 210.82K (3.35%) | -8.84K Decreased by -4.19% | Jul 31, 25 |
| 4 | Schwab US Dividend Equity ETF™ | 184.56K (2.93%) | 33.00 Increased by +0.02% | Aug 30, 25 |
| 5 | iShares Russell 2000 ETF | 163.33K (2.59%) | -1.83K Decreased by -1.12% | Aug 29, 25 |
| 6 | Vanguard Small Cap Index | 159.75K (2.54%) | -1.03K Decreased by -0.64% | Jul 31, 25 |
| 7 | T. Rowe Price U.S. SC Value Eq Tr-Z | 116.11K (1.84%) | -3.50K Decreased by -3.01% | Dec 31, 23 |
| 8 | Avantis US Small Cap Value ETF | 111.28K (1.77%) | 648.00 Increased by +0.58% | Aug 30, 25 |
| 9 | Vanguard Small Cap Value Index Inv | 102.85K (1.63%) | 483.00 Increased by +0.47% | Jul 31, 25 |
| 10 | T. Rowe Price Small-Cap Value | 87.45K (1.39%) | -150.30K Decreased by -171.87% | Mar 31, 24 |
| 11 | Fidelity® Small Cap Discovery | 82.90K (1.32%) | -1.30K Decreased by -1.57% | Oct 31, 23 |
| 12 | Fidelity Small Cap Discovery | 76.80K (1.22%) | -4.70K Decreased by -6.12% | Apr 30, 24 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 69.89K (1.11%) | -31.22K Decreased by -44.68% | Jul 31, 25 |
| 14 | Vanguard Explorer Inv | 66.71K (1.06%) | -10.59K Decreased by -15.88% | Jun 30, 25 |
| 15 | Fidelity® Small Cap Index | 66.46K (1.06%) | 1.66K Increased by +2.50% | Oct 31, 23 |
| 16 | Fidelity Small Cap Index | 66.22K (1.05%) | -1.65K Decreased by -2.49% | Jun 30, 25 |
| 17 | Vulcan Value Partners Small Cap Stra | 62.90K (1.00%) | -260.00 Decreased by -0.41% | Jun 30, 25 |
| 18 | Glenmede Small Cap Equity | 61.16K (0.97%) | 10.38K Increased by +16.97% | Jun 30, 25 |
| 19 | Glenmede Small Cap Equity Adv | 61.16K (0.97%) | 10.38K Increased by +16.97% | Jun 30, 25 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 59.78K (0.95%) | 0.00 Increased by 0.00% | Apr 30, 24 |