| 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 | 2.11M (7.80%) | 3.40K Increased by +0.16% | Jun 30, 25 |
| 3 | Cooke & Bieler LP | 1.80M (6.66%) | -131.06K Decreased by -7.28% | Jun 30, 25 |
| 4 | First Trust Advisors L.P. | 1.64M (6.09%) | 474.27K Increased by +28.85% | Dec 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 1.63M (6.03%) | -121.91K Decreased by -7.48% | Jun 30, 25 |
| 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%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | Bank of America Corp | 811.71K (3.00%) | 258.10K Increased by +31.80% | Mar 31, 25 |
| 16 | Charles Schwab Investment Management Inc | 738.99K (2.74%) | 40.34K Increased by +5.46% | Jun 30, 25 |
| 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 | Geode Capital Management, LLC | 667.28K (2.47%) | 10.30K Increased by +1.54% | Mar 31, 25 |
| 20 | Millennium Management LLC | 580.26K (2.15%) | 8.92K 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 | 1.67M (6.17%) | 286.00 Increased by +0.02% | Aug 29, 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 | 860.04K (3.18%) | -19.07K Decreased by -2.22% | Jul 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 | 660.15K (2.44%) | -7.37K Decreased by -1.12% | Aug 29, 25 |
| 9 | Schwab Fundamental U.S. Small CompanyETF | 403.02K (1.49%) | 1.61K Increased by +0.40% | Aug 30, 25 |
| 10 | American Century Small Cap Growth Inv | 357.22K (1.32%) | 99.91K Increased by +27.97% | Sep 30, 24 |
| 11 | American Century U.S. Small Cap Growth | 357.22K (1.32%) | 99.91K Increased by +27.97% | Sep 30, 24 |
| 12 | DFA US Small Cap Value I | 316.34K (1.17%) | -54.00K Decreased by -17.07% | Jul 31, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 304.20K (1.13%) | -136.34K Decreased by -44.82% | Jul 31, 25 |
| 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 | 284.01K (1.05%) | 7.39K Increased by +2.60% | Oct 31, 23 |
| 17 | Fidelity Small Cap Index | 275.93K (1.02%) | -7.08K Decreased by -2.57% | Jun 30, 25 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 270.72K (1.00%) | 55.00 Increased by +0.02% | Feb 29, 24 |
| 19 | iShares S&P Small-Cap 600 Value ETF | 261.14K (0.97%) | 1.94K Increased by +0.74% | Aug 29, 25 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 250.68K (0.93%) | 2.97K Increased by +1.18% | Aug 29, 25 |