| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.53M (17.19%) | -285.41K Decreased by -8.08% | Jun 30, 25 |
| 2 | T. Rowe Price Associates, Inc. | 2.14M (10.43%) | -1.30M Decreased by -60.50% | Dec 31, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 1.85M (9.01%) | -116.03K Decreased by -6.26% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 1.62M (7.90%) | -414.24K Decreased by -25.52% | Jun 30, 25 |
| 5 | State Street Corporation | 1.02M (4.96%) | -31.16K Decreased by -3.06% | Mar 31, 24 |
| 6 | State Street Corp | 931.90K (4.53%) | -37.49K Decreased by -4.02% | Jun 30, 25 |
| 7 | Pacer Advisors, INC. | 838.37K (4.08%) | 16.38K Increased by +1.95% | Dec 31, 24 |
| 8 | American Century Companies Inc | 694.81K (3.38%) | 19.23K Increased by +2.77% | Jun 30, 25 |
| 9 | Neuberger Berman Group LLC | 685.87K (3.34%) | -174.64K Decreased by -25.46% | Mar 31, 25 |
| 10 | J. Goldman & Co LP | 673.05K (3.27%) | -65.81K Decreased by -9.78% | Jun 30, 25 |
| 11 | Charles Schwab Investment Management Inc | 643.24K (3.13%) | 5.31K Increased by +0.83% | Jun 30, 25 |
| 12 | Geode Capital Management, LLC | 560.41K (2.73%) | -28.82K Decreased by -5.14% | Jun 30, 25 |
| 13 | Bragg Financial Advisors Inc | 537.99K (2.62%) | 85.58K Increased by +15.91% | Jun 30, 25 |
| 14 | JONES FINANCIAL COMPANIES LLLP | 518.56K (2.52%) | 518.35K Increased by +99.96% | Mar 31, 25 |
| 15 | Jacobs Levy Equity Management, Inc. | 468.51K (2.28%) | 23.73K Increased by +5.07% | Jun 30, 25 |
| 16 | FMR Inc | 460.09K (2.24%) | -233.52K Decreased by -50.76% | Sep 30, 23 |
| 17 | UBS Group AG | 438.56K (2.13%) | 278.49K Increased by +63.50% | Dec 31, 24 |
| 18 | D. E. Shaw & Co LP | 402.69K (1.96%) | -47.99K Decreased by -11.92% | Jun 30, 25 |
| 19 | Azarias Capital Management, L.P. | 361.22K (1.76%) | -8.79K Decreased by -2.43% | Jun 30, 25 |
| 20 | Bank of New York Mellon Corp | 347.46K (1.69%) | -9.83K Decreased by -2.83% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.40M (6.81%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | T. Rowe Price Mid-Cap Value | 1.19M (5.77%) | -796.10K Decreased by -67.10% | Dec 31, 23 |
| 3 | T. Rowe Price US Mid-Cap Value Equity | 1.19M (5.77%) | -796.10K Decreased by -67.10% | Dec 31, 23 |
| 4 | Pacer US Small Cap Cash Cows 100 ETF | 733.50K (3.57%) | -5.31K Decreased by -0.72% | Feb 28, 25 |
| 5 | Vanguard US Total Market Shares ETF | 662.83K (3.22%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | DFA US Small Cap Value I | 627.76K (3.05%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 7 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 625.88K (3.04%) | -332.97K Decreased by -53.20% | Dec 31, 23 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 617.31K (3.00%) | -13.67K Decreased by -2.22% | Jul 31, 25 |
| 9 | Avantis US Small Cap Value ETF | 616.97K (3.00%) | 408.00 Increased by +0.07% | Aug 30, 25 |
| 10 | iShares Russell 2000 ETF | 528.00K (2.57%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 11 | FPA Queens Road Small Cap Value Inv | 511.68K (2.49%) | 78.75K Increased by +15.39% | Jun 30, 25 |
| 12 | Neuberger Berman Glb Eq Mgtrnd USD IAcc | 471.88K (2.30%) | -82.73K Decreased by -17.53% | Mar 31, 25 |
| 13 | Fidelity Value | 435.20K (2.12%) | 19.10K Increased by +4.39% | Nov 30, 23 |
| 14 | Fidelity® Value | 435.20K (2.12%) | 19.10K Increased by +4.39% | Nov 30, 23 |
| 15 | Schwab Fundamental U.S. Small CompanyETF | 344.07K (1.67%) | 1.38K Increased by +0.40% | Aug 30, 25 |
| 16 | Fidelity® Small Cap Index | 263.90K (1.28%) | 7.32K Increased by +2.77% | Oct 31, 23 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 254.61K (1.24%) | -110.94K Decreased by -43.57% | Jul 31, 25 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 246.06K (1.20%) | 50.00 Increased by +0.02% | Feb 29, 24 |
| 19 | Vanguard Small Cap Index | 239.06K (1.16%) | 855.00 Increased by +0.36% | May 31, 25 |
| 20 | PIMCO RAE US Small | 233.44K (1.14%) | 46.97K Increased by +20.12% | Jun 30, 25 |