| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.20M (16.34%) | -303.21K Decreased by -7.22% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 3.96M (15.41%) | 187.04K Increased by +4.72% | Jun 30, 25 |
| 3 | Fuller & Thaler Asset Management Inc | 1.42M (5.53%) | 64.97K Increased by +4.57% | Jun 30, 25 |
| 4 | LSV Asset Management | 1.40M (5.43%) | -69.90K Decreased by -5.01% | Jun 30, 25 |
| 5 | State Street Corp | 1.20M (4.68%) | -13.50K Decreased by -1.12% | Jun 30, 25 |
| 6 | First Trust Advisors L.P. | 1.19M (4.62%) | -105.31K Decreased by -8.86% | Mar 31, 24 |
| 7 | State Street Corporation | 1.15M (4.49%) | -8.89K Decreased by -0.77% | Mar 31, 24 |
| 8 | BTIM Corp | 976.20K (3.80%) | -21.10K Decreased by -2.16% | Jun 30, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 786.71K (3.06%) | -63.73K Decreased by -8.10% | Jun 30, 25 |
| 10 | Geode Capital Management, LLC | 691.45K (2.69%) | -6.68K Decreased by -0.97% | Jun 30, 25 |
| 11 | Wealthfront Advisers LLC | 632.12K (2.46%) | 632.12K Increased by +100.00% | Dec 31, 24 |
| 12 | Renaissance Technologies Corp | 511.03K (1.99%) | -184.40K Decreased by -36.08% | Mar 31, 24 |
| 13 | Royal Bank of Canada | 499.01K (1.94%) | 84.54K Increased by +16.94% | Jun 30, 25 |
| 14 | Goldman Sachs Group Inc | 496.91K (1.93%) | 88.01K Increased by +17.71% | Jun 30, 25 |
| 15 | William Blair Investment Management, LLC | 486.66K (1.89%) | -39.73K Decreased by -8.16% | Jun 30, 25 |
| 16 | Bank of New York Mellon Corp | 478.66K (1.86%) | 7.91K Increased by +1.65% | Jun 30, 25 |
| 17 | Barclays PLC | 452.39K (1.76%) | 100.63K Increased by +22.24% | Jun 30, 25 |
| 18 | Citadel Advisors Llc | 451.88K (1.76%) | 361.37K Increased by +79.97% | Jun 30, 25 |
| 19 | Palisade Capital Management LLc | 449.18K (1.75%) | -17.66K Decreased by -3.93% | Jun 30, 25 |
| 20 | Bahl & Gaynor Inc. | 434.99K (1.69%) | -73.76K Decreased by -16.96% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.64M (6.39%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | FullerThaler Behavioral Sm-Cp Eq R6 | 1.35M (5.27%) | 60.80K Increased by +4.49% | Jun 30, 25 |
| 3 | FullerThaler Behavioral Small-Cap Equity | 1.35M (5.27%) | 60.80K Increased by +4.49% | Jun 30, 25 |
| 4 | First Trust Value Line® Dividend ETF | 1.13M (4.40%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 5 | Vanguard US Total Market Shares ETF | 893.45K (3.48%) | 991.00 Increased by +0.11% | Sep 30, 24 |
| 6 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 884.24K (3.44%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Fuller & Thaler Behavioral Small-Cap Eq | 884.24K (3.44%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 880.40K (3.43%) | -18.70K Decreased by -2.12% | Jul 31, 25 |
| 9 | iShares Russell 2000 ETF | 685.59K (2.67%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 10 | Vanguard Small Cap Index | 667.61K (2.60%) | -4.60K Decreased by -0.69% | Jul 31, 25 |
| 11 | Vanguard Small Cap Value Index Inv | 430.38K (1.67%) | 1.19K Increased by +0.28% | Jul 31, 25 |
| 12 | FPA Queens Road Small Cap Value Inv | 376.11K (1.46%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Boston Trust Walden Small Cap | 359.40K (1.40%) | -41.62K Decreased by -11.58% | Jul 31, 25 |
| 14 | Small Company Equity - FTWA | 304.49K (1.18%) | -84.88K Decreased by -27.88% | Mar 31, 25 |
| 15 | Fidelity® Small Cap Index | 304.12K (1.18%) | 7.79K Increased by +2.56% | Oct 31, 23 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 296.28K (1.15%) | -127.52K Decreased by -43.04% | Jul 31, 25 |
| 17 | Fort Washington Small Company Equity | 292.53K (1.14%) | -11.96K Decreased by -4.09% | Jun 30, 25 |
| 18 | Vanguard Strategic Equity Inv | 282.70K (1.10%) | 48.95K Increased by +17.31% | Jun 30, 25 |
| 19 | Fidelity Small Cap Index | 278.43K (1.08%) | -14.13K Decreased by -5.07% | Jun 30, 25 |
| 20 | Palisade Small Cap Core Equity | 269.50K (1.05%) | -11.99K Decreased by -4.45% | Jun 30, 25 |