| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.01M (13.62%) | 12.23K Increased by +0.20% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 4.24M (9.61%) | -482.88K Decreased by -11.39% | Dec 31, 25 |
| 3 | 325 Capital LLC | 1.84M (4.17%) | 645.12K Increased by +35.08% | Dec 31, 25 |
| 4 | State Street Corporation | 1.61M (3.64%) | 58.87K Increased by +3.67% | Mar 31, 24 |
| 5 | State Street Corp | 1.58M (3.58%) | -23.78K Decreased by -1.51% | Sep 30, 25 |
| 6 | Dimensional Fund Advisors, Inc. | 1.22M (2.76%) | -18.91K Decreased by -1.56% | Dec 31, 25 |
| 7 | FMR Inc | 1.07M (2.43%) | -5.91K Decreased by -0.55% | Dec 31, 25 |
| 8 | Geode Capital Management, LLC | 1.03M (2.33%) | 12.21K Increased by +1.19% | Dec 31, 25 |
| 9 | Wellington Management Company LLP | 738.85K (1.68%) | 596.29K Increased by +80.71% | Dec 31, 25 |
| 10 | Steel Peak Wealth Management LLC | 579.94K (1.31%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 11 | Charles Schwab Investment Management Inc | 549.15K (1.25%) | -13.16K Decreased by -2.40% | Dec 31, 25 |
| 12 | Morgan Stanley - Brokerage Accounts | 497.87K (1.13%) | -10.49K Decreased by -2.11% | Sep 30, 25 |
| 13 | Jacobs Levy Equity Management, Inc. | 473.71K (1.07%) | -26.81K Decreased by -5.66% | Dec 31, 25 |
| 14 | NorthCrest Asset Management, LLC | 450.46K (1.02%) | 2.08K Increased by +0.46% | Dec 31, 25 |
| 15 | Ameriprise Financial Inc | 442.31K (1.00%) | 308.67K Increased by +69.78% | Sep 30, 25 |
| 16 | Diamond Hill Capital Management Inc | 432.73K (0.98%) | 71.46K Increased by +16.51% | Dec 31, 25 |
| 17 | Northern Trust Corp | 423.25K (0.96%) | -11.22K Decreased by -2.65% | Sep 30, 25 |
| 18 | Hotchkis & Wiley Capital Management LLC | 416.93K (0.95%) | -4.78K Decreased by -1.15% | Dec 31, 25 |
| 19 | Royce & Associates, LP | 348.33K (0.79%) | 88.98K Increased by +25.54% | Dec 31, 25 |
| 20 | Loomis, Sayles & Company LP | 319.67K (0.72%) | -202.44K Decreased by -63.33% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.59M (5.87%) | 1.09K Increased by +0.04% | Mar 31, 26 |
| 2 | Vanguard US Total Market Shares ETF | 1.35M (3.06%) | 1.39K Increased by +0.10% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.19M (2.69%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | iShares Russell 2000 ETF | 990.92K (2.25%) | -8.08K Decreased by -0.82% | Mar 31, 26 |
| 5 | Vanguard Small Cap Index | 855.43K (1.94%) | 1.80K Increased by +0.21% | Feb 28, 26 |
| 6 | Diamond Hill Small Cap Equity | 548.33K (1.24%) | 37.11K Increased by +6.77% | Feb 28, 26 |
| 7 | Vanguard Small Cap Growth Index Inv | 473.57K (1.07%) | -186.00 Decreased by -0.04% | Feb 28, 26 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 471.63K (1.07%) | 5.51K Increased by +1.17% | Feb 28, 26 |
| 9 | Diamond Hill Small Cap Inv | 459.29K (1.04%) | 33.89K Increased by +7.38% | Feb 28, 26 |
| 10 | Fidelity Select Health Care Svcs Port | 430.39K (0.98%) | -12.30K Decreased by -2.86% | Feb 28, 26 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 424.54K (0.96%) | 3.11K Increased by +0.73% | Mar 31, 26 |
| 12 | Fidelity Small Cap Index | 395.93K (0.90%) | -4.85K Decreased by -1.22% | Jan 31, 26 |
| 13 | Fidelity Small Cap Growth | 391.23K (0.89%) | -104.49K Decreased by -26.71% | Dec 31, 24 |
| 14 | State Street SPDR Port S&P 600 Sm CpETF | 390.98K (0.89%) | -204.00 Decreased by -0.05% | Mar 31, 26 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 373.22K (0.85%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 367.45K (0.83%) | 4.42K Increased by +1.20% | Aug 29, 25 |
| 17 | iShares S&P Small-Cap 600 Growth ETF | 357.10K (0.81%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 18 | AXA Framlington Health Fund - R Income | 350.86K (0.80%) | 46.37K Increased by +13.22% | Feb 28, 26 |
| 19 | iShares Russell 2000 Growth ETF | 330.88K (0.75%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 20 | Fidelity VIP Mid Cap Initial | 325.87K (0.74%) | 0.00 Increased by 0.00% | Feb 28, 25 |