| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.32M (18.01%) | 2.64K Increased by +0.08% | Sep 30, 25 |
| 2 | Neuberger Berman Group LLC | 1.80M (9.78%) | 6.17K Increased by +0.34% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 1.36M (7.41%) | -8.64K Decreased by -0.63% | Dec 31, 25 |
| 4 | Charles Schwab Investment Management Inc | 843.54K (4.58%) | 41.50K Increased by +4.92% | Dec 31, 25 |
| 5 | State Street Corp | 788.65K (4.28%) | -511.00 Decreased by -0.06% | Sep 30, 25 |
| 6 | State Street Corporation | 770.02K (4.18%) | 23.26K Increased by +3.02% | Mar 31, 24 |
| 7 | Westwood Holdings Group Inc | 684.56K (3.72%) | 79.75K Increased by +11.65% | Mar 31, 25 |
| 8 | Bank of America Corp | 658.68K (3.58%) | 50.77K Increased by +7.71% | Sep 30, 25 |
| 9 | Royce & Associates, LP | 611.37K (3.32%) | 55.75K Increased by +9.12% | Dec 31, 25 |
| 10 | Geode Capital Management, LLC | 553.01K (3.00%) | -18.41K Decreased by -3.33% | Dec 31, 25 |
| 11 | Apg All Pensions Group | 515.40K (2.80%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 12 | Dimensional Fund Advisors, Inc. | 493.25K (2.68%) | -19.61K Decreased by -3.98% | Dec 31, 25 |
| 13 | Champlain Investment Partners, LLC | 491.67K (2.67%) | -298.36K Decreased by -60.68% | Dec 31, 25 |
| 14 | M&G INVESTMENT MANAGEMENT LTD | 476.59K (2.59%) | -26.14K Decreased by -5.49% | Dec 31, 23 |
| 15 | Victory Capital Management Inc. | 469.70K (2.55%) | -526.10K Decreased by -112.01% | Sep 30, 24 |
| 16 | The Goldman Sachs Group Inc | 447.99K (2.43%) | 104.20K Increased by +23.26% | Sep 30, 25 |
| 17 | Morgan Stanley - Brokerage Accounts | 445.06K (2.42%) | -431.36K Decreased by -96.92% | Sep 30, 25 |
| 18 | Auto-Owners Insurance Co | 426.90K (2.32%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 19 | GW&K Investment Management, LLC | 401.56K (2.18%) | -4.50K Decreased by -1.12% | Mar 31, 24 |
| 20 | Public Employees Retirt Assn Of Colorado | 387.48K (2.10%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.15M (6.26%) | -118.39K Decreased by -10.27% | Feb 28, 26 |
| 2 | Neuberger Genesis Inv | 1.15M (6.22%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 3 | Neuberger Berman Genesis Inv | 1.14M (6.17%) | -43.46K Decreased by -3.83% | Jun 30, 25 |
| 4 | Vanguard US Total Market Shares ETF | 615.10K (3.34%) | 995.00 Increased by +0.16% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 604.70K (3.28%) | 4.83K Increased by +0.80% | Feb 28, 26 |
| 6 | Schwab US Dividend Equity ETF™ | 584.39K (3.17%) | 1.00K Increased by +0.17% | Feb 28, 26 |
| 7 | Calvert Small-Cap A | 468.01K (2.54%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 8 | Calvert US Small-Cap Strategy | 468.01K (2.54%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | iShares Russell 2000 ETF | 451.30K (2.45%) | 48.57K Increased by +10.76% | Feb 28, 26 |
| 10 | Champlain Small Company Fund, LLC | 388.31K (2.11%) | -66.50K Decreased by -17.12% | Feb 28, 26 |
| 11 | Royce Small-Cap Quality Value Composite | 379.03K (2.06%) | 22.04K Increased by +5.81% | Dec 31, 25 |
| 12 | Royce Small-Cap Total Return Invmt | 379.03K (2.06%) | 22.04K Increased by +5.81% | Dec 31, 25 |
| 13 | Victory Small Cap Value CIT (Net 75) | 347.00K (1.88%) | -403.00K Decreased by -116.14% | Sep 30, 24 |
| 14 | Victory Sycamore Small Company Opp R | 347.00K (1.88%) | -403.00K Decreased by -116.14% | Sep 30, 24 |
| 15 | Old Westbury Small & Mid Cap Strategies | 255.00K (1.39%) | 0.00 Increased by 0.00% | Oct 31, 25 |
| 16 | Champlain Small Company Adv | 242.00K (1.31%) | -13.00K Decreased by -5.37% | Dec 31, 25 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 209.04K (1.14%) | 3.14K Increased by +1.50% | Feb 28, 26 |
| 18 | Westwood Mgt SmallCap Value | 202.29K (1.10%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | Westwood Quality SmallCap Fund Inst | 202.29K (1.10%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Fidelity Small Cap Index | 187.75K (1.02%) | -5.22K Decreased by -2.78% | Dec 31, 25 |