| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 9.86M (16.52%) | 284.71K Increased by +2.89% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 7.09M (11.87%) | -115.73K Decreased by -1.63% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 3.90M (6.53%) | -128.16K Decreased by -3.29% | Mar 31, 26 |
| 4 | North Reef Capital Management LP | 3.42M (5.74%) | 686.22K Increased by +20.05% | Mar 31, 26 |
| 5 | State Street Corporation | 3.38M (5.66%) | -18.23K Decreased by -0.54% | Mar 31, 24 |
| 6 | State Street Corp | 3.20M (5.36%) | 12.47K Increased by +0.39% | Dec 31, 25 |
| 7 | Wellington Management Company LLP | 2.97M (4.98%) | -299.76K Decreased by -10.09% | Dec 31, 25 |
| 8 | Amvescap Plc. | 2.60M (4.35%) | 1.57M Increased by +60.42% | Mar 31, 26 |
| 9 | Independent Advisor Alliance | 2.49M (4.17%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 10 | Geode Capital Management, LLC | 1.54M (2.58%) | -3.95K Decreased by -0.26% | Dec 31, 25 |
| 11 | Jennison Associates LLC | 1.39M (2.33%) | -351.20K Decreased by -25.27% | Mar 31, 26 |
| 12 | American Century Companies Inc | 1.16M (1.94%) | -723.82K Decreased by -62.55% | Dec 31, 25 |
| 13 | HHG PLC | 1.15M (1.93%) | 1.39K Increased by +0.12% | Jun 30, 24 |
| 14 | Goldman Sachs Group Inc | 1.15M (1.92%) | -92.32K Decreased by -8.05% | Jun 30, 25 |
| 15 | Ameriprise Financial Inc | 1.14M (1.91%) | -52.51K Decreased by -4.60% | Dec 31, 23 |
| 16 | Congress Asset Management Company, LLP | 1.10M (1.84%) | 99.18K Increased by +9.05% | Mar 31, 26 |
| 17 | The Goldman Sachs Group Inc | 1.09M (1.83%) | -41.34K Decreased by -3.79% | Dec 31, 25 |
| 18 | Nuveen, LLC | 1.08M (1.82%) | 14.73K Increased by +1.36% | Dec 31, 25 |
| 19 | Nuveen Asset Management, LLC | 1.06M (1.78%) | -35.47K Decreased by -3.34% | Dec 31, 24 |
| 20 | Principal Financial Group Inc | 1.06M (1.77%) | 90.88K Increased by +8.60% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.91M (6.56%) | 828.00 Increased by +0.02% | Apr 30, 26 |
| 2 | Vanguard US Total Market Shares ETF | 2.11M (3.54%) | 1.59K Increased by +0.08% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.07M (3.46%) | 7.86K Increased by +0.38% | Mar 31, 26 |
| 4 | iShares Russell 2000 ETF | 1.53M (2.56%) | 12.88K Increased by +0.84% | Apr 30, 26 |
| 5 | Vanguard Small Cap Index | 1.49M (2.50%) | 15.46K Increased by +1.04% | Mar 31, 26 |
| 6 | American Century Small Cap Value Inv | 1.01M (1.70%) | -5.00K Decreased by -0.49% | Jun 30, 25 |
| 7 | American Century U.S. Small Cap Value | 1.01M (1.70%) | -5.00K Decreased by -0.49% | Jun 30, 25 |
| 8 | Vanguard Small Cap Value Index Inv | 947.46K (1.59%) | 915.00 Increased by +0.10% | Mar 31, 26 |
| 9 | DFA US Small Cap Value I | 859.77K (1.44%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 10 | Invesco Discovery A | 826.56K (1.39%) | 160.10K Increased by +19.37% | Mar 31, 26 |
| 11 | Invesco OFI Small Cap Growth | 826.56K (1.39%) | 826.56K Increased by +100.00% | Mar 31, 26 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 717.15K (1.20%) | 19.14K Increased by +2.67% | Mar 31, 26 |
| 13 | State Street® SPDR® S&PRgnllBkgETF | 679.64K (1.14%) | -6.27K Decreased by -0.92% | Apr 30, 26 |
| 14 | iShares S&P Small-Cap 600 Value ETF | 663.75K (1.11%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 15 | Fidelity Small Cap Index | 645.10K (1.08%) | 5.91K Increased by +0.92% | Feb 28, 26 |
| 16 | Fidelity® Small Cap Index | 620.77K (1.04%) | 14.35K Increased by +2.31% | Sep 30, 23 |
| 17 | State Street SPDR Port S&P 600 Sm CpETF | 586.64K (0.98%) | 204.00 Increased by +0.03% | Apr 30, 26 |
| 18 | Congress Small Cap Growth Institutional | 580.00K (0.97%) | 20.00K Increased by +3.45% | Mar 31, 26 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 574.15K (0.96%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 570.78K (0.96%) | 6.86K Increased by +1.20% | Aug 29, 25 |