| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 9.75M (15.21%) | -244.44K Decreased by -2.51% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 7.36M (11.48%) | -64.66K Decreased by -0.88% | Jun 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 4.21M (6.57%) | -66.15K Decreased by -1.57% | Jun 30, 25 |
| 4 | Wellington Management Company LLP | 3.46M (5.39%) | 214.86K Increased by +6.21% | Jun 30, 25 |
| 5 | State Street Corporation | 3.38M (5.27%) | -18.23K Decreased by -0.54% | Mar 31, 24 |
| 6 | State Street Corp | 3.20M (5.00%) | -140.66K Decreased by -4.39% | Jun 30, 25 |
| 7 | Independent Advisor Alliance | 2.49M (3.88%) | 82.00 Increased by +0.00% | Jun 30, 25 |
| 8 | American Century Companies Inc | 2.08M (3.24%) | 202.16K Increased by +9.73% | Jun 30, 25 |
| 9 | North Reef Capital Management LP | 1.89M (2.95%) | -621.43K Decreased by -32.88% | Jun 30, 25 |
| 10 | Geode Capital Management, LLC | 1.57M (2.45%) | 11.91K Increased by +0.76% | Jun 30, 25 |
| 11 | JPMorgan Chase & Co | 1.22M (1.90%) | 490.60K Increased by +40.25% | Jun 30, 25 |
| 12 | HHG PLC | 1.15M (1.80%) | 1.39K Increased by +0.12% | Jun 30, 24 |
| 13 | Goldman Sachs Group Inc | 1.15M (1.79%) | -92.32K Decreased by -8.05% | Jun 30, 25 |
| 14 | Ameriprise Financial Inc | 1.14M (1.78%) | -52.51K Decreased by -4.60% | Dec 31, 23 |
| 15 | Principal Financial Group Inc | 1.07M (1.68%) | -103.42K Decreased by -9.63% | Jun 30, 25 |
| 16 | Nuveen Asset Management, LLC | 1.06M (1.66%) | -35.47K Decreased by -3.34% | Dec 31, 24 |
| 17 | Nuveen, LLC | 1.04M (1.62%) | 61.10K Increased by +5.89% | Jun 30, 25 |
| 18 | Congress Asset Management Company, LLP | 943.04K (1.47%) | 9.55K Increased by +1.01% | Jun 30, 25 |
| 19 | Charles Schwab Investment Management Inc | 886.49K (1.38%) | -7.44K Decreased by -0.84% | Jun 30, 25 |
| 20 | Victory Capital Management Inc. | 870.55K (1.36%) | 67.62K Increased by +7.77% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.84M (5.98%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 2.11M (3.29%) | 1.59K Increased by +0.08% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.07M (3.22%) | -43.37K Decreased by -2.10% | Jul 31, 25 |
| 4 | iShares Russell 2000 ETF | 1.59M (2.49%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 5 | Vanguard Small Cap Index | 1.59M (2.48%) | -11.54K Decreased by -0.73% | Jul 31, 25 |
| 6 | Vanguard Small Cap Value Index Inv | 1.02M (1.59%) | 2.03K Increased by +0.20% | Jul 31, 25 |
| 7 | American Century Small Cap Value Inv | 1.01M (1.58%) | -5.00K Decreased by -0.49% | Jun 30, 25 |
| 8 | American Century U.S. Small Cap Value | 1.01M (1.58%) | -5.00K Decreased by -0.49% | Jun 30, 25 |
| 9 | DFA US Small Cap Value I | 1.01M (1.57%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 691.52K (1.08%) | -297.17K Decreased by -42.97% | Jul 31, 25 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 663.75K (1.04%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 12 | Fidelity Small Cap Index | 661.96K (1.03%) | -3.39K Decreased by -0.51% | Jun 30, 25 |
| 13 | Fidelity® Small Cap Index | 620.77K (0.97%) | 14.35K Increased by +2.31% | Sep 30, 23 |
| 14 | iShares Russell 2000 Value ETF | 582.45K (0.91%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 574.15K (0.90%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 570.78K (0.89%) | 6.86K Increased by +1.20% | Aug 29, 25 |
| 17 | SPDR® S&P Regional Banking ETF | 550.76K (0.86%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 18 | Congress Small Cap Growth Institutional | 540.00K (0.84%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | DFA US Targeted Value I | 526.08K (0.82%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Janus Henderson Small Cap Value L | 511.48K (0.80%) | 0.00 Increased by 0.00% | Jun 30, 25 |