| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 2.02M (21.43%) | -35.11K Decreased by -1.73% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 1.90M (20.08%) | 34.00K Increased by +1.79% | Jun 30, 25 |
| 3 | BlackRock Inc | 1.33M (14.03%) | -2.08K Decreased by -0.16% | Mar 31, 25 |
| 4 | American Century Companies Inc | 588.21K (6.23%) | 51.36K Increased by +8.73% | Jun 30, 25 |
| 5 | Geode Capital Management, LLC | 473.34K (5.01%) | 30.53K Increased by +6.45% | Mar 31, 25 |
| 6 | State Street Corporation | 424.45K (4.49%) | 16.19K Increased by +3.81% | Mar 31, 24 |
| 7 | State Street Corp | 409.44K (4.33%) | -13.39K Decreased by -3.27% | Mar 31, 25 |
| 8 | Charles Schwab Investment Management Inc | 389.29K (4.12%) | -35.19K Decreased by -9.04% | Jun 30, 25 |
| 9 | First Trust Advisors L.P. | 284.12K (3.01%) | 226.45K Increased by +79.70% | Mar 31, 25 |
| 10 | Bank of New York Mellon Corp | 268.10K (2.84%) | -7.37K Decreased by -2.75% | Mar 31, 25 |
| 11 | Renaissance Technologies Corp | 258.64K (2.74%) | -5.00K Decreased by -1.93% | Mar 31, 25 |
| 12 | Morgan Stanley - Brokerage Accounts | 231.29K (2.45%) | -35.82K Decreased by -15.49% | Mar 31, 25 |
| 13 | UBS Group AG | 210.85K (2.23%) | 171.63K Increased by +81.40% | Mar 31, 25 |
| 14 | Northern Trust Corp | 163.39K (1.73%) | -3.58K Decreased by -2.19% | Mar 31, 25 |
| 15 | Allianz Asset Management AG | 152.84K (1.62%) | 11.02K Increased by +7.21% | Mar 31, 25 |
| 16 | JPMorgan Chase & Co | 150.85K (1.60%) | 95.89K Increased by +63.57% | Mar 31, 25 |
| 17 | Hennessy Advisors, Inc. | 120.68K (1.28%) | 120.68K Increased by +100.00% | Jun 30, 25 |
| 18 | Two Sigma Investments LLC | 119.80K (1.27%) | 50.93K Increased by +42.51% | Mar 31, 25 |
| 19 | Two Sigma Advisers, LLC | 115.30K (1.22%) | 21.60K Increased by +18.73% | Mar 31, 25 |
| 20 | Millennium Management LLC | 104.06K (1.10%) | -65.92K Decreased by -63.35% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | DFA US Small Cap Value I | 589.18K (6.24%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 510.51K (5.40%) | -11.32K Decreased by -2.22% | Jul 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 510.39K (5.40%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Avantis US Small Cap Value ETF | 479.80K (5.08%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 5 | Vanguard Small Cap Index | 391.66K (4.15%) | -2.52K Decreased by -0.64% | Jul 31, 25 |
| 6 | iShares Russell 2000 ETF | 385.86K (4.08%) | -7.35K Decreased by -1.90% | Jul 31, 25 |
| 7 | Vanguard Small Cap Value Index Inv | 251.96K (2.67%) | 330.00 Increased by +0.13% | Jul 31, 25 |
| 8 | First Trust SMID Cp Rising Div Achv ETF | 227.31K (2.41%) | -441.00 Decreased by -0.19% | Jul 31, 25 |
| 9 | DFA US Targeted Value I | 224.53K (2.38%) | -13.02K Decreased by -5.80% | Jun 30, 25 |
| 10 | Schwab Fundamental U.S. Small CompanyETF | 209.04K (2.21%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 11 | Vanguard Consumer Staples ETF | 198.81K (2.10%) | 569.00 Increased by +0.29% | Jul 31, 25 |
| 12 | Schwab Fundamental US Small Company ETF | 192.67K (2.04%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 13 | DFA US Micro Cap I | 189.60K (2.01%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | Dimensional US Targeted Value ETF | 188.52K (2.00%) | 354.00 Increased by +0.19% | Jul 31, 25 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 175.53K (1.86%) | -76.58K Decreased by -43.63% | Jul 31, 25 |
| 16 | Fidelity Small Cap Index | 167.49K (1.77%) | 628.00 Increased by +0.37% | May 31, 25 |
| 17 | Fidelity® Small Cap Index | 159.93K (1.69%) | 4.42K Increased by +2.77% | Oct 31, 23 |
| 18 | DFA US Small Cap I | 158.39K (1.68%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | iShares Russell 2000 Value ETF | 143.90K (1.52%) | 107.00 Increased by +0.07% | Jul 31, 25 |
| 20 | Dimensional US Small Cap Value ETF | 128.85K (1.36%) | 111.00 Increased by +0.09% | Jul 31, 25 |