| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.41M (15.61%) | 35.52K Increased by +1.04% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 2.45M (11.21%) | 6.81K Increased by +0.28% | Dec 31, 25 |
| 3 | AllianceBernstein L.P. | 1.46M (6.69%) | -68.01K Decreased by -4.65% | Dec 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 1.40M (6.39%) | 47.85K Increased by +3.42% | Mar 31, 26 |
| 5 | American Century Companies Inc | 1.31M (5.98%) | 490.13K Increased by +37.49% | Dec 31, 25 |
| 6 | State Street Corp | 948.27K (4.34%) | 46.00 Increased by +0.00% | Dec 31, 25 |
| 7 | State Street Corporation | 938.26K (4.29%) | 5.79K Increased by +0.62% | Mar 31, 24 |
| 8 | Amvescap Plc. | 809.20K (3.70%) | -111.29K Decreased by -13.75% | Mar 31, 26 |
| 9 | Westwood Holdings Group Inc | 672.10K (3.07%) | -141.76K Decreased by -21.09% | Dec 31, 25 |
| 10 | FMR Inc | 615.26K (2.81%) | -132.25K Decreased by -21.49% | Dec 31, 25 |
| 11 | Turtle Creek Asset Management Inc. | 565.45K (2.59%) | 565.45K Increased by +100.00% | Sep 30, 25 |
| 12 | Geode Capital Management, LLC | 562.15K (2.57%) | -632.00 Decreased by -0.11% | Dec 31, 25 |
| 13 | Charles Schwab Investment Management Inc | 520.21K (2.38%) | 36.57K Increased by +7.03% | Dec 31, 25 |
| 14 | Morgan Stanley - Brokerage Accounts | 492.40K (2.25%) | 8.36K Increased by +1.70% | Dec 31, 25 |
| 15 | Jacobs Levy Equity Management, Inc. | 490.64K (2.24%) | -30.25K Decreased by -6.16% | Dec 31, 25 |
| 16 | Ameriprise Financial Inc | 489.52K (2.24%) | -1.97K Decreased by -0.40% | Dec 31, 25 |
| 17 | Principal Financial Group Inc | 488.12K (2.23%) | -5.67K Decreased by -1.16% | Mar 31, 26 |
| 18 | LSV Asset Management | 439.15K (2.01%) | -10.10K Decreased by -2.30% | Dec 31, 25 |
| 19 | Goldman Sachs Group Inc | 434.18K (1.99%) | 173.37K Increased by +39.93% | Dec 31, 23 |
| 20 | Maple Rock Capital Partners, Inc. | 404.35K (1.85%) | 260.60K Increased by +64.45% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.36M (6.23%) | 300.00 Increased by +0.02% | Apr 30, 26 |
| 2 | Avantis US Small Cap Value ETF | 889.27K (4.07%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 3 | Vanguard US Total Market Shares ETF | 764.78K (3.50%) | 47.60K Increased by +6.22% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 716.49K (3.28%) | 5.59K Increased by +0.78% | Mar 31, 26 |
| 5 | Invesco Small Cap Value A | 672.87K (3.08%) | -99.76K Decreased by -14.83% | Mar 31, 26 |
| 6 | iShares Russell 2000 ETF | 530.91K (2.43%) | 4.46K Increased by +0.84% | Apr 30, 26 |
| 7 | Vanguard Small Cap Index | 515.34K (2.36%) | 4.42K Increased by +0.86% | Mar 31, 26 |
| 8 | Fidelity Small Cap Value Fund | 490.08K (2.24%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | AB Small Cap Growth A | 440.36K (2.01%) | -6.54K Decreased by -1.49% | Mar 31, 25 |
| 10 | Vanguard Small Cap Value Index Inv | 327.54K (1.50%) | -817.00 Decreased by -0.25% | Mar 31, 26 |
| 11 | Delaware US Small Cap Core Equity (SMA) | 322.26K (1.47%) | -3.77K Decreased by -1.17% | Mar 31, 24 |
| 12 | Macquarie US Small Cap Core Equity | 322.26K (1.47%) | -3.77K Decreased by -1.17% | Mar 31, 24 |
| 13 | DFA US Small Cap Value I | 320.25K (1.47%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 14 | Fidelity Value | 302.60K (1.38%) | 60.00K Increased by +19.83% | Mar 31, 26 |
| 15 | Delaware Small Cap Core I | 258.64K (1.18%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 249.37K (1.14%) | 4.08K Increased by +1.64% | Mar 31, 26 |
| 17 | Fidelity® Value | 246.90K (1.13%) | 4.40K Increased by +1.78% | Nov 30, 23 |
| 18 | Schwab Fundamental U.S. Small CompanyETF | 245.09K (1.12%) | 479.00 Increased by +0.20% | Apr 30, 26 |
| 19 | CREF Stock R3 | 244.47K (1.12%) | -23.14K Decreased by -9.46% | Jul 31, 25 |
| 20 | CREF Stock R1 | 241.00K (1.10%) | 19.08K Increased by +7.92% | Jun 30, 24 |