| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.63M (14.10%) | -180.44K Decreased by -3.21% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 5.17M (12.96%) | -93.35K Decreased by -1.81% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.90M (4.75%) | 120.70K Increased by +6.37% | Mar 31, 26 |
| 4 | Amvescap Plc. | 1.79M (4.49%) | 155.93K Increased by +8.69% | Mar 31, 26 |
| 5 | State Street Corporation | 1.76M (4.41%) | 29.91K Increased by +1.70% | Mar 31, 24 |
| 6 | State Street Corp | 1.65M (4.14%) | -32.25K Decreased by -1.95% | Dec 31, 25 |
| 7 | Reinhart Mahoney Capital Management Inc | 1.65M (4.14%) | 444.01K Increased by +26.89% | Mar 31, 26 |
| 8 | Macquarie Group Ltd | 1.38M (3.47%) | -120.80K Decreased by -8.73% | Sep 30, 25 |
| 9 | Boston Partners Global Investors, Inc | 1.36M (3.40%) | 350.12K Increased by +25.82% | Sep 30, 24 |
| 10 | Geode Capital Management, LLC | 1.32M (3.31%) | -15.82K Decreased by -1.20% | Dec 31, 25 |
| 11 | BAMCO Inc | 1.31M (3.28%) | -10.88K Decreased by -0.83% | Dec 31, 25 |
| 12 | Delaware Management Holdings Inc | 1.24M (3.12%) | 1.24M Increased by +100.00% | Dec 31, 25 |
| 13 | Pathstone Holdings LLC | 929.90K (2.33%) | -2.38K Decreased by -0.26% | Dec 31, 25 |
| 14 | AQR Capital Management LLC | 922.59K (2.31%) | 254.53K Increased by +27.59% | Dec 31, 25 |
| 15 | Victory Capital Management Inc. | 920.16K (2.31%) | 79.00 Increased by +0.01% | Mar 31, 25 |
| 16 | Pathstone Family Office, LLC | 919.15K (2.30%) | 792.00 Increased by +0.09% | Sep 30, 23 |
| 17 | D. E. Shaw & Co LP | 917.30K (2.30%) | 399.44K Increased by +43.55% | Dec 31, 25 |
| 18 | Schroder Investment Management Group | 887.69K (2.22%) | 161.59K Increased by +18.20% | Mar 31, 26 |
| 19 | JONES FINANCIAL COMPANIES LLLP | 880.54K (2.21%) | 879.77K Increased by +99.91% | Mar 31, 25 |
| 20 | Millennium Management LLC | 822.36K (2.06%) | 568.49K Increased by +69.13% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.60M (6.53%) | 678.00 Increased by +0.03% | Apr 30, 26 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.38M (3.45%) | -76.68K Decreased by -5.56% | Feb 28, 26 |
| 3 | Baron Opp. Small Cap Growth Strategy | 1.38M (3.45%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | Vanguard US Total Market Shares ETF | 1.34M (3.36%) | -52.43K Decreased by -3.92% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.21M (3.03%) | -73.18K Decreased by -6.06% | Mar 31, 26 |
| 6 | Vanguard Information Technology ETF | 1.07M (2.68%) | -983.00 Decreased by -0.09% | Mar 31, 26 |
| 7 | Macquarie Small Cap Core I | 1.05M (2.62%) | -78.69K Decreased by -7.51% | Jul 31, 25 |
| 8 | iShares Russell 2000 ETF | 1.01M (2.54%) | 8.55K Increased by +0.84% | Apr 30, 26 |
| 9 | Baron Small Cap Retail | 1.00M (2.51%) | -250.00K Decreased by -25.00% | Mar 31, 26 |
| 10 | Baron Small Cap Strategy | 1.00M (2.51%) | -250.00K Decreased by -25.00% | Mar 31, 26 |
| 11 | Delaware US Small Cap Core Equity (SMA) | 961.61K (2.41%) | -11.25K Decreased by -1.17% | Mar 31, 24 |
| 12 | Macquarie US Small Cap Core Equity | 961.61K (2.41%) | -11.25K Decreased by -1.17% | Mar 31, 24 |
| 13 | Delaware Small Cap Core I | 930.84K (2.33%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 14 | Vanguard Small Cap Index | 905.04K (2.27%) | -15.73K Decreased by -1.74% | Mar 31, 26 |
| 15 | JHancock Disciplined Value Mid Cap I | 795.43K (1.99%) | -202.35K Decreased by -25.44% | Oct 31, 24 |
| 16 | Nomura Small Cap Core I | 787.08K (1.97%) | -25.05K Decreased by -3.18% | Mar 31, 26 |
| 17 | Nomura US Small Cap Core Equity | 787.08K (1.97%) | 14.99K Increased by +1.90% | Mar 31, 26 |
| 18 | Fidelity Small Cap Discovery | 743.75K (1.86%) | 23.30K Increased by +3.13% | Jun 30, 25 |
| 19 | Strategic Advisers Fidelity US TtlStk | 726.79K (1.82%) | -12.35K Decreased by -1.70% | Jul 31, 25 |
| 20 | Victory Small Cap Value CIT (Net 75) | 670.00K (1.68%) | 91.00K Increased by +13.58% | Dec 31, 24 |