| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.65M (17.22%) | 133.59K Increased by +2.87% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 2.18M (8.08%) | 48.52K Increased by +2.22% | Dec 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 2.01M (7.46%) | -37.78K Decreased by -1.88% | Dec 31, 24 |
| 4 | Cooke & Bieler LP | 1.97M (7.28%) | -43.08K Decreased by -2.19% | Dec 31, 24 |
| 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 Corp | 1.19M (4.42%) | 63.48K Increased by +5.32% | Dec 31, 24 |
| 10 | State Street Corporation | 1.14M (4.22%) | -2.98K Decreased by -0.26% | Mar 31, 24 |
| 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 | Goldman Sachs Group Inc | 853.91K (3.16%) | -21.78K Decreased by -2.55% | Dec 31, 24 |
| 14 | JPMorgan Chase & Co | 852.59K (3.16%) | -858.43K Decreased by -100.69% | Dec 31, 24 |
| 15 | BMO Capital Markets Corp. | 784.13K (2.90%) | -25.87K Decreased by -3.30% | Dec 31, 24 |
| 16 | Bank of Montreal | 784.13K (2.90%) | -25.87K Decreased by -3.30% | Dec 31, 24 |
| 17 | LSV Asset Management | 766.62K (2.84%) | -237.50K Decreased by -30.98% | Dec 31, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 704.21K (2.61%) | 5.94K Increased by +0.84% | Jun 30, 24 |
| 19 | Citadel Advisors Llc | 684.39K (2.53%) | 574.20K Increased by +83.90% | Dec 31, 24 |
| 20 | Geode Capital Management, LLC | 656.97K (2.43%) | -4.28K Decreased by -0.65% | Dec 31, 24 |
| 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 | 1.76M (6.50%) | 1.22K Increased by +0.07% | Mar 31, 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 Total Stock Mkt Idx Inv | 879.11K (3.26%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 5 | Scotia Wealth US Dividend Pool K | 818.10K (3.03%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 6 | iShares Russell 2000 ETF | 742.41K (2.75%) | -6.43K Decreased by -0.87% | Mar 31, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 443.57K (1.64%) | 549.00 Increased by +0.12% | Feb 28, 25 |
| 8 | DFA US Small Cap Value I | 428.34K (1.59%) | -15.25K Decreased by -3.56% | Feb 28, 25 |
| 9 | Schwab Fundamental U.S. Small CompanyETF | 374.49K (1.39%) | 300.00 Increased by +0.08% | Mar 29, 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 | iShares S&P Small-Cap 600 Value ETF | 288.38K (1.07%) | -2.53K Decreased by -0.88% | Mar 31, 25 |
| 13 | JPMorgan Small Cap Growth A | 288.20K (1.07%) | -3.24K Decreased by -1.12% | Feb 28, 25 |
| 14 | Fidelity® Small Cap Index | 284.01K (1.05%) | 7.39K Increased by +2.60% | Oct 31, 23 |
| 15 | Avantis US Small Cap Value ETF | 281.09K (1.04%) | -2.86K Decreased by -1.02% | Mar 29, 25 |
| 16 | Fidelity Small Cap Index | 279.96K (1.04%) | -5.24K Decreased by -1.87% | Jan 31, 25 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 270.72K (1.00%) | 55.00 Increased by +0.02% | Feb 29, 24 |
| 18 | Janus Henderson Small Cap Value L | 254.29K (0.94%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 19 | iShares Russell 2000 Value ETF | 254.15K (0.94%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | DFA US Targeted Value I | 252.45K (0.93%) | -6.39K Decreased by -2.53% | Feb 28, 25 |