| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 280.77K (9.26%) | 358.00 Increased by +0.13% | Jun 30, 25 |
| 2 | BlackRock Inc | 257.44K (8.49%) | -10.69K Decreased by -4.15% | Jun 30, 25 |
| 3 | Bandera Partners LLC | 236.85K (7.81%) | -15.00K Decreased by -6.33% | Jun 30, 25 |
| 4 | Geode Capital Management, LLC | 139.14K (4.59%) | 5.68K Increased by +4.09% | Jun 30, 25 |
| 5 | Bank of New York Mellon Corp | 112.50K (3.71%) | 4.77K Increased by +4.24% | Jun 30, 25 |
| 6 | NewEdge Investment Solutions | 95.04K (3.13%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | NewEdge Wealth, LLC | 95.04K (3.13%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | U.S. Bancorp | 84.00K (2.77%) | -11.00K Decreased by -13.10% | Jun 30, 25 |
| 9 | State Street Corp | 77.36K (2.55%) | 1.61K Increased by +2.08% | Jun 30, 25 |
| 10 | State Street Corporation | 73.28K (2.42%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Summit Trail Advisors, LLC | 62.65K (2.07%) | 62.65K Increased by +100.00% | Jun 30, 25 |
| 12 | Northern Trust Corp | 51.48K (1.70%) | -1.15K Decreased by -2.24% | Jun 30, 25 |
| 13 | Creative Planning Inc | 29.80K (0.98%) | 1.00 Increased by +0.00% | Jun 30, 25 |
| 14 | RBF LLC | 29.43K (0.97%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | Dimensional Fund Advisors, Inc. | 29.41K (0.97%) | 1.33K Increased by +4.53% | Jun 30, 25 |
| 16 | Ancora Advisors LLC | 26.62K (0.88%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Acadian Asset Management LLC | 26.30K (0.87%) | 26.30K Increased by +100.00% | Jun 30, 25 |
| 18 | RMR Capital Management, LLC | 24.61K (0.81%) | -33.88K Decreased by -137.65% | Jun 30, 25 |
| 19 | Citadel Advisors Llc | 19.24K (0.63%) | 19.24K Increased by +100.00% | Jun 30, 25 |
| 20 | GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC | 18.42K (0.61%) | 37.00 Increased by +0.20% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 168.70K (5.56%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 165.09K (5.44%) | -3.61K Decreased by -2.19% | Jul 31, 25 |
| 3 | iShares Russell 2000 ETF | 103.36K (3.41%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 4 | WisdomTree US SmallCap Dividend ETF | 80.82K (2.67%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 5 | Fidelity Small Cap Index | 58.97K (1.94%) | 3.23K Increased by +5.49% | Jun 30, 25 |
| 6 | Fidelity® Small Cap Index | 51.32K (1.69%) | 1.40K Increased by +2.72% | Oct 31, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 49.82K (1.64%) | -14.77K Decreased by -29.65% | Jul 31, 25 |
| 8 | iShares Russell 2000 Growth ETF | 44.81K (1.48%) | 0.00 Increased by 0.00% | May 31, 25 |
| 9 | iShares Russell 2000 Value ETF | 43.39K (1.43%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 10 | Fidelity Extended Market Index | 30.06K (0.99%) | -247.00 Decreased by -0.82% | Jul 31, 25 |
| 11 | Fidelity® Extended Market Index | 29.48K (0.97%) | 1.12K Increased by +3.80% | Nov 30, 23 |
| 12 | Vanguard Russell 2000 ETF | 27.13K (0.89%) | -2.17K Decreased by -8.02% | Jul 31, 25 |
| 13 | Ancora/Thelen Small Cap Core | 26.37K (0.87%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | State St Russell Sm/Mid Cp® Indx NL Cl C | 22.95K (0.76%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 15 | State St Russell Sm/Mid Cp® Indx SL Cl I | 22.95K (0.76%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 16 | Schwab Small Cap Index | 14.51K (0.48%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 17 | State St Russell Sm Cap® Indx SL Cl I | 13.80K (0.46%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 18 | NT R2000 Index Fund - NL | 12.82K (0.42%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | WisdomTree US SmallCap Qual Div Gr ETF | 12.82K (0.42%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 20 | iShares Micro-Cap ETF | 12.28K (0.40%) | 0.00 Increased by 0.00% | Aug 31, 25 |