| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.69M (17.36%) | 38.52K Increased by +0.82% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.10M (7.78%) | -79.14K Decreased by -3.76% | Mar 31, 25 |
| 3 | Cooke & Bieler LP | 1.93M (7.15%) | -35.87K Decreased by -1.86% | Mar 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 1.75M (6.49%) | -261.54K Decreased by -14.93% | Mar 31, 25 |
| 5 | First Trust Advisors L.P. | 1.64M (6.09%) | 474.27K Increased by +28.85% | Dec 31, 24 |
| 6 | Fisher Asset Management, LLC | 1.30M (4.83%) | -30.58K Decreased by -2.35% | Mar 31, 24 |
| 7 | 1832 Asset Management L.P | 1.22M (4.50%) | 73.94K Increased by +6.08% | Sep 30, 24 |
| 8 | Pacer Advisors, INC. | 1.20M (4.43%) | -234.74K Decreased by -19.61% | Sep 30, 24 |
| 9 | State Street Corporation | 1.14M (4.22%) | -2.98K Decreased by -0.26% | Mar 31, 24 |
| 10 | State Street Corp | 1.12M (4.16%) | -70.36K Decreased by -6.26% | Mar 31, 25 |
| 11 | Punch Card Management, L.P. | 996.57K (3.69%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 12 | Broad Peak Investment Management Ltd. | 877.68K (3.25%) | 146.00K Increased by +16.63% | Mar 31, 24 |
| 13 | JPMorgan Chase & Co | 852.59K (3.16%) | -858.43K Decreased by -100.69% | Dec 31, 24 |
| 14 | Capital World Investors | 850.83K (3.15%) | 850.83K Increased by +100.00% | Mar 31, 25 |
| 15 | Bank of America Corp | 811.71K (3.00%) | 258.10K Increased by +31.80% | Mar 31, 25 |
| 16 | LSV Asset Management | 766.62K (2.84%) | -237.50K Decreased by -30.98% | Dec 31, 24 |
| 17 | BMO Capital Markets Corp. | 707.53K (2.62%) | -76.60K Decreased by -10.83% | Mar 31, 25 |
| 18 | Bank of Montreal | 707.53K (2.62%) | -76.60K Decreased by -10.83% | Mar 31, 25 |
| 19 | Charles Schwab Investment Management Inc | 698.65K (2.59%) | 73.10K Increased by +10.46% | Mar 31, 25 |
| 20 | Geode Capital Management, LLC | 667.28K (2.47%) | 10.30K Increased by +1.54% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | First Trust SMID Cp Rising Div Achv ETF | 1.76M (6.51%) | 3.77K Increased by +0.21% | Feb 27, 25 |
| 2 | iShares Core S&P Small-Cap ETF | 1.66M (6.16%) | -25.90K Decreased by -1.56% | Jun 30, 25 |
| 3 | Pacer US Small Cap Cash Cows 100 ETF | 1.16M (4.29%) | -3.95K Decreased by -0.34% | Nov 29, 24 |
| 4 | Vanguard US Total Market Shares ETF | 900.51K (3.33%) | 1.06K Increased by +0.12% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 879.11K (3.25%) | 0.00 Increased by 0.00% | May 31, 25 |
| 6 | American Funds SMALLCAP World A | 850.83K (3.15%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | Scotia Wealth US Dividend Pool K | 818.10K (3.03%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 8 | iShares Russell 2000 ETF | 690.46K (2.56%) | 4.80K Increased by +0.69% | Jun 30, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 438.88K (1.62%) | 3.24K Increased by +0.74% | May 31, 25 |
| 10 | Schwab Fundamental U.S. Small CompanyETF | 403.77K (1.49%) | -207.00 Decreased by -0.05% | Jun 28, 25 |
| 11 | DFA US Small Cap Value I | 379.63K (1.41%) | -34.74K Decreased by -9.15% | May 31, 25 |
| 12 | American Century Small Cap Growth Inv | 357.22K (1.32%) | 99.91K Increased by +27.97% | Sep 30, 24 |
| 13 | American Century U.S. Small Cap Growth | 357.22K (1.32%) | 99.91K Increased by +27.97% | Sep 30, 24 |
| 14 | Janus Henderson Small Cap Value L | 303.99K (1.13%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 15 | JPMorgan Small Cap Growth A | 288.20K (1.07%) | -3.24K Decreased by -1.12% | Feb 28, 25 |
| 16 | Fidelity Small Cap Index | 284.36K (1.05%) | 5.10K Increased by +1.79% | Apr 30, 25 |
| 17 | Fidelity® Small Cap Index | 284.01K (1.05%) | 7.39K Increased by +2.60% | Oct 31, 23 |
| 18 | Columbia Small Cap Value I | 277.35K (1.03%) | 277.35K Increased by +100.00% | Mar 31, 25 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 270.72K (1.00%) | 55.00 Increased by +0.02% | Feb 29, 24 |
| 20 | iShares S&P Small-Cap 600 Value ETF | 263.52K (0.98%) | -2.07K Decreased by -0.79% | Jun 30, 25 |