| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.35M (17.30%) | -27.15K Decreased by -0.62% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 2.13M (8.47%) | -617.57K Decreased by -28.99% | Jun 30, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.63M (6.49%) | 11.29K Increased by +0.69% | Jun 30, 25 |
| 4 | State Street Corp | 1.54M (6.11%) | -26.94K Decreased by -1.75% | Jun 30, 25 |
| 5 | State Street Corporation | 1.51M (6.01%) | -50.56K Decreased by -3.34% | Mar 31, 24 |
| 6 | First Trust Advisors L.P. | 826.38K (3.28%) | -30.17K Decreased by -3.65% | Dec 31, 23 |
| 7 | Geode Capital Management, LLC | 733.01K (2.91%) | 4.39K Increased by +0.60% | Jun 30, 25 |
| 8 | American Century Companies Inc | 664.64K (2.64%) | -27.15K Decreased by -4.08% | Jun 30, 25 |
| 9 | Fourthstone LLC | 644.93K (2.56%) | 250.73K Increased by +38.88% | Jun 30, 25 |
| 10 | Hotchkis & Wiley Capital Management LLC | 612.17K (2.43%) | 63.49K Increased by +10.37% | Jun 30, 25 |
| 11 | BlackBarn Capital Partners LP | 532.18K (2.11%) | 152.18K Increased by +28.60% | Jun 30, 25 |
| 12 | Morgan Stanley - Brokerage Accounts | 494.35K (1.96%) | -182.29K Decreased by -36.88% | Jun 30, 25 |
| 13 | TD Global Investment Solutions – TD Epoch | 457.88K (1.82%) | 199.06K Increased by +43.47% | Mar 31, 24 |
| 14 | Amvescap Plc. | 442.61K (1.76%) | 58.21K Increased by +13.15% | Jun 30, 25 |
| 15 | Charles Schwab Investment Management Inc | 408.68K (1.62%) | 39.76K Increased by +9.73% | Jun 30, 25 |
| 16 | North Reef Capital Management LP | 400.00K (1.59%) | -667.78K Decreased by -166.95% | Jun 30, 25 |
| 17 | Nuveen Asset Management, LLC | 391.90K (1.56%) | -264.44K Decreased by -67.48% | Dec 31, 24 |
| 18 | AQR Capital Management LLC | 385.68K (1.53%) | 165.75K Increased by +42.98% | Jun 30, 25 |
| 19 | Arrowstreet Capital Limited Partnership | 361.68K (1.44%) | -85.42K Decreased by -23.62% | Mar 31, 24 |
| 20 | Jupiter Asset Management Limited | 357.40K (1.42%) | 189.23K Increased by +52.95% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.81M (7.18%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | First Trust SMID Cp Rising Div Achv ETF | 946.32K (3.76%) | 8.01K Increased by +0.85% | Jan 31, 24 |
| 3 | Vanguard US Total Market Shares ETF | 899.14K (3.57%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 881.73K (3.50%) | -19.56K Decreased by -2.22% | Jul 31, 25 |
| 5 | iShares Russell 2000 ETF | 710.53K (2.82%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 6 | Avantis US Small Cap Value ETF | 540.80K (2.15%) | 0.00 Increased by 0.00% | Aug 30, 25 |
| 7 | SPDR® S&P Regional Banking ETF | 430.92K (1.71%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 8 | Invesco KBW High Dividend Yld Fincl ETF | 400.07K (1.59%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 9 | DFA US Small Cap Value I | 386.25K (1.54%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | Vanguard Small Cap Index | 359.36K (1.43%) | 1.33K Increased by +0.37% | May 31, 25 |
| 11 | Jupiter Merian Glb Eq AbsRet I USD Acc | 344.61K (1.37%) | 40.11K Increased by +11.64% | Jun 30, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 327.67K (1.30%) | -142.52K Decreased by -43.49% | Jul 31, 25 |
| 13 | T. Rowe Price Small-Cap Value | 318.06K (1.26%) | 207.56K Increased by +65.26% | Jul 31, 25 |
| 14 | CREF Stock R1 | 313.08K (1.24%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 15 | Fidelity Small Cap Index | 301.27K (1.20%) | -1.08K Decreased by -0.36% | Jun 30, 25 |
| 16 | Fidelity® Small Cap Index | 288.70K (1.15%) | 8.68K Increased by +3.01% | Oct 31, 23 |
| 17 | iShares S&P Small-Cap 600 Value ETF | 282.37K (1.12%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 267.64K (1.06%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 265.39K (1.05%) | 3.23K Increased by +1.22% | Aug 29, 25 |
| 20 | Nuveen Quant Small Cap Equity R6 | 246.72K (0.98%) | 2.49K Increased by +1.01% | May 31, 25 |