| 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 | 1.31M (13.90%) | -12.66K Decreased by -0.96% | Jun 30, 25 |
| 4 | American Century Companies Inc | 588.21K (6.23%) | 51.36K Increased by +8.73% | Jun 30, 25 |
| 5 | Geode Capital Management, LLC | 484.47K (5.13%) | 11.13K Increased by +2.30% | Jun 30, 25 |
| 6 | State Street Corp | 428.84K (4.54%) | 19.41K Increased by +4.53% | Jun 30, 25 |
| 7 | State Street Corporation | 424.45K (4.49%) | 16.19K Increased by +3.81% | Mar 31, 24 |
| 8 | Charles Schwab Investment Management Inc | 389.29K (4.12%) | -35.19K Decreased by -9.04% | Jun 30, 25 |
| 9 | Bank of New York Mellon Corp | 274.53K (2.91%) | 6.43K Increased by +2.34% | Jun 30, 25 |
| 10 | First Trust Advisors L.P. | 266.58K (2.82%) | -17.54K Decreased by -6.58% | Jun 30, 25 |
| 11 | Renaissance Technologies Corp | 256.14K (2.71%) | -2.50K Decreased by -0.98% | Jun 30, 25 |
| 12 | Morgan Stanley - Brokerage Accounts | 203.13K (2.15%) | -28.16K Decreased by -13.86% | Jun 30, 25 |
| 13 | UBS Group AG | 195.30K (2.07%) | -15.55K Decreased by -7.96% | Jun 30, 25 |
| 14 | Allianz Asset Management AG | 167.41K (1.77%) | 14.58K Increased by +8.71% | Jun 30, 25 |
| 15 | Northern Trust Corp | 159.10K (1.68%) | -4.29K Decreased by -2.70% | Jun 30, 25 |
| 16 | JPMorgan Chase & Co | 150.85K (1.60%) | 95.89K Increased by +63.57% | Mar 31, 25 |
| 17 | Two Sigma Investments LLC | 150.58K (1.59%) | 30.77K Increased by +20.44% | Jun 30, 25 |
| 18 | Millennium Management LLC | 145.45K (1.54%) | 145.45K Increased by +100.00% | Jun 30, 25 |
| 19 | Hennessy Advisors, Inc. | 120.68K (1.28%) | 120.68K Increased by +100.00% | Jun 30, 25 |
| 20 | Two Sigma Advisers, LLC | 119.20K (1.26%) | 3.90K Increased by +3.27% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | DFA US Small Cap Value I | 589.18K (6.24%) | 0.00 Increased by 0.00% | Jul 31, 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 | 473.64K (5.01%) | 0.00 Increased by 0.00% | Aug 30, 25 |
| 5 | iShares Russell 2000 ETF | 394.33K (4.17%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 6 | Vanguard Small Cap Index | 391.66K (4.15%) | -2.52K Decreased by -0.64% | 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 | 230.93K (2.44%) | 245.00 Increased by +0.11% | Aug 28, 25 |
| 9 | DFA US Targeted Value I | 224.53K (2.38%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | Schwab Fundamental U.S. Small CompanyETF | 208.97K (2.21%) | 828.00 Increased by +0.40% | Aug 30, 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% | Jul 31, 25 |
| 14 | Dimensional US Targeted Value ETF | 189.38K (2.00%) | 0.00 Increased by 0.00% | Aug 29, 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 | 166.34K (1.76%) | -1.16K Decreased by -0.70% | Jun 30, 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% | Jul 31, 25 |
| 19 | iShares Russell 2000 Value ETF | 146.33K (1.55%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 20 | Dimensional US Small Cap Value ETF | 130.26K (1.38%) | 176.00 Increased by +0.14% | Aug 29, 25 |