| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 4.19M (11.34%) | -340.36K Decreased by -8.12% | Jun 30, 25 |
| 2 | BlackRock Inc | 3.37M (9.13%) | -1.43M Decreased by -42.31% | Jun 30, 25 |
| 3 | State Street Corporation | 1.40M (3.79%) | -54.41K Decreased by -3.89% | Mar 31, 24 |
| 4 | State Street Corp | 1.20M (3.26%) | -267.94K Decreased by -22.25% | Jun 30, 25 |
| 5 | Amvescap Plc. | 1.07M (2.91%) | -162.98K Decreased by -15.17% | Jun 30, 25 |
| 6 | FMR Inc | 774.86K (2.10%) | -624.99K Decreased by -80.66% | Jun 30, 25 |
| 7 | First Trust Advisors L.P. | 760.21K (2.06%) | -1.31K Decreased by -0.17% | Jun 30, 25 |
| 8 | Dimensional Fund Advisors, Inc. | 709.94K (1.92%) | -11.63K Decreased by -1.64% | Jun 30, 25 |
| 9 | JPMorgan Chase & Co | 707.82K (1.92%) | -269.08K Decreased by -38.01% | Jun 30, 25 |
| 10 | Macquarie Group Ltd | 683.51K (1.85%) | 16.02K Increased by +2.34% | Mar 31, 25 |
| 11 | Geode Capital Management, LLC | 672.34K (1.82%) | -259.03K Decreased by -38.53% | Jun 30, 25 |
| 12 | Wellington Management Company LLP | 617.24K (1.67%) | 237.80K Increased by +38.53% | Jun 30, 25 |
| 13 | Capital Research Global Investors | 559.48K (1.52%) | -1.78K Decreased by -0.32% | Dec 31, 24 |
| 14 | Millennium Management LLC | 555.77K (1.50%) | 234.87K Increased by +42.26% | Jun 30, 25 |
| 15 | Fuller & Thaler Asset Management Inc | 552.99K (1.50%) | -51.11K Decreased by -9.24% | Jun 30, 25 |
| 16 | Victory Capital Management Inc. | 551.05K (1.49%) | -166.15K Decreased by -30.15% | Sep 30, 23 |
| 17 | Fiduciary Management, Inc. of Milwaukee | 530.57K (1.44%) | -597.00 Decreased by -0.11% | Sep 30, 24 |
| 18 | Northern Trust Corp | 510.36K (1.38%) | -409.00 Decreased by -0.08% | Mar 31, 25 |
| 19 | BTIM Corp | 508.12K (1.38%) | 10.02K Increased by +1.97% | Jun 30, 25 |
| 20 | Charles Schwab Investment Management Inc | 470.37K (1.27%) | -95.72K Decreased by -20.35% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.63M (7.13%) | 1.93K Increased by +0.07% | Jan 31, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.24M (3.36%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.22M (3.30%) | 698.00 Increased by +0.06% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.19M (3.23%) | -25.21K Decreased by -2.11% | Jul 31, 25 |
| 5 | iShares Russell 2000 ETF | 968.87K (2.62%) | 0.00 Increased by 0.00% | May 31, 25 |
| 6 | Vanguard Small Cap Index | 924.69K (2.50%) | -5.88K Decreased by -0.64% | Jul 31, 25 |
| 7 | Delaware US Small Cap Core Equity (SMA) | 694.77K (1.88%) | -8.13K Decreased by -1.17% | Mar 31, 24 |
| 8 | Macquarie US Small Cap Core Equity | 694.77K (1.88%) | -8.13K Decreased by -1.17% | Mar 31, 24 |
| 9 | American Funds SMALLCAP World A | 603.98K (1.64%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | Vanguard Small Cap Value Index Inv | 594.78K (1.61%) | 973.00 Increased by +0.16% | Jul 31, 25 |
| 11 | First Trust RBA Amer Indl RenaisTM ETF | 545.74K (1.48%) | 3.42K Increased by +0.63% | Aug 28, 25 |
| 12 | FullerThaler Behavioral Sm-Cp Eq R6 | 523.80K (1.42%) | -49.20K Decreased by -9.39% | Jun 30, 25 |
| 13 | FullerThaler Behavioral Small-Cap Equity | 523.80K (1.42%) | -49.20K Decreased by -9.39% | Jun 30, 25 |
| 14 | Vanguard Explorer Inv | 516.87K (1.40%) | 227.59K Increased by +44.03% | Jun 30, 25 |
| 15 | Delaware Small Cap Core I | 506.06K (1.37%) | -3.14K Decreased by -0.62% | Sep 30, 24 |
| 16 | Fidelity® Small Cap Growth | 437.74K (1.19%) | -531.00 Decreased by -0.12% | Oct 31, 23 |
| 17 | Macquarie Small Cap Core I | 437.52K (1.18%) | 0.00 Increased by 0.00% | May 31, 25 |
| 18 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 415.77K (1.13%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Fuller & Thaler Behavioral Small-Cap Eq | 415.77K (1.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Vanguard Institutional Extnd Mkt Idx Tr | 409.17K (1.11%) | -177.98K Decreased by -43.50% | Jul 31, 25 |