| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | State Street Corporation | 935.34K (5.74%) | 62.37K Increased by +6.67% | Mar 31, 24 |
| 2 | Vanguard Group Inc | 841.65K (5.16%) | -135.97K Decreased by -16.16% | Jun 30, 25 |
| 3 | Royce & Associates, LP | 744.50K (4.57%) | 170.70K Increased by +22.93% | Dec 31, 23 |
| 4 | EQUITEC PROPRIETARY MARKETS, LLC | 743.25K (4.56%) | -262.55K Decreased by -35.32% | Mar 31, 24 |
| 5 | Charles Schwab Investment Management Inc | 690.89K (4.24%) | 273.73K Increased by +39.62% | Jun 30, 25 |
| 6 | Punch & Associates Inv Mgmt Inc | 660.92K (4.05%) | 62.05K Increased by +9.39% | Jun 30, 24 |
| 7 | D. E. Shaw & Co LP | 536.96K (3.29%) | 491.73K Increased by +91.58% | Dec 31, 24 |
| 8 | Group One Trading, LP | 496.16K (3.04%) | 56.46K Increased by +11.38% | Jun 30, 25 |
| 9 | Hood River Capital Management LLC | 471.20K (2.89%) | 202.67K Increased by +43.01% | Sep 30, 23 |
| 10 | FMR Inc | 444.18K (2.72%) | -259.66K Decreased by -58.46% | Dec 31, 23 |
| 11 | Fidelity Management and Research Company | 444.18K (2.72%) | 444.18K Increased by +100.00% | Dec 31, 23 |
| 12 | Bank of America Corp | 441.12K (2.71%) | 392.03K Increased by +88.87% | Sep 30, 24 |
| 13 | MIRAE ASSET SECURITIES (USA) INC. | 396.07K (2.43%) | 396.07K Increased by +100.00% | Dec 31, 24 |
| 14 | Capital Fund Management SA | 380.01K (2.33%) | 380.01K Increased by +100.00% | Sep 30, 24 |
| 15 | BlackRock Inc | 363.13K (2.23%) | -1.12M Decreased by -307.08% | Jun 30, 25 |
| 16 | Citadel Advisors Llc | 323.24K (1.98%) | 323.15K Increased by +99.97% | Mar 31, 25 |
| 17 | UBS Group AG | 276.29K (1.69%) | 77.64K Increased by +28.10% | Jun 30, 25 |
| 18 | Redwood Grove Capital, LLC | 273.57K (1.68%) | -86.01K Decreased by -31.44% | Sep 30, 23 |
| 19 | Millennium Management LLC | 243.22K (1.49%) | 181.41K Increased by +74.58% | Jun 30, 25 |
| 20 | LSV Asset Management | 234.24K (1.44%) | -25.54K Decreased by -10.90% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.11M (6.79%) | 0.00 Increased by 0.00% | Aug 30, 24 |
| 2 | Vanguard US Total Market Shares ETF | 595.81K (3.65%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 583.12K (3.58%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 513.11K (3.15%) | -11.32K Decreased by -2.21% | Jul 31, 25 |
| 5 | Schwab Fundamental U.S. Small CompanyETF | 503.41K (3.09%) | 2.00K Increased by +0.40% | Aug 30, 25 |
| 6 | Fidelity® Dividend Growth | 462.50K (2.84%) | -115.90K Decreased by -25.06% | Nov 30, 23 |
| 7 | Fidelity Dividend Growth | 373.30K (2.29%) | -89.20K Decreased by -23.89% | Dec 31, 23 |
| 8 | Invesco KBW High Dividend Yld Fincl ETF | 335.49K (2.06%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 9 | Global X SuperDividend™ ETF | 335.32K (2.06%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 10 | Hood River Small-Cap Growth Instl | 241.64K (1.48%) | 111.49K Increased by +46.14% | Sep 30, 23 |
| 11 | Allspring Special Small Cap Value A | 219.01K (1.34%) | -70.00K Decreased by -31.96% | Mar 31, 24 |
| 12 | Fidelity Small Cap Index | 216.88K (1.33%) | -3.08K Decreased by -1.42% | May 31, 25 |
| 13 | iShares Russell 2000 Growth ETF | 214.57K (1.32%) | 0.00 Increased by 0.00% | May 31, 25 |
| 14 | Schwab Fundamental US Small Company ETF | 198.43K (1.22%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 15 | Royce Small-Cap Opportunity Invmt | 196.80K (1.21%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 181.62K (1.11%) | 175.00 Increased by +0.10% | Aug 30, 24 |
| 17 | SPDR® S&P Capital Markets ETF | 181.12K (1.11%) | 1.15K Increased by +0.64% | Aug 30, 24 |
| 18 | Fidelity® Small Cap Index | 181.05K (1.11%) | 4.93K Increased by +2.72% | Oct 31, 23 |
| 19 | Federated Hermes MDT SCG Institutional | 179.96K (1.10%) | 78.85K Increased by +43.81% | Jun 30, 25 |
| 20 | Federated Hermes MDT Small Cap Growth IS | 179.96K (1.10%) | 78.85K Increased by +43.81% | Jun 30, 25 |