| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Wellington Management Company LLP | 1.06M (10.46%) | 102.67K Increased by +9.70% | Dec 31, 25 |
| 2 | BlackRock Inc | 868.81K (8.58%) | -8.56K Decreased by -0.99% | Sep 30, 25 |
| 3 | Royce & Associates, LP | 655.05K (6.47%) | -19.85K Decreased by -3.03% | Dec 31, 25 |
| 4 | Vanguard Group Inc | 633.23K (6.25%) | 24.28K Increased by +3.83% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 618.32K (6.11%) | -3.76K Decreased by -0.61% | Dec 31, 25 |
| 6 | AllianceBernstein L.P. | 483.85K (4.78%) | 32.98K Increased by +6.82% | Sep 30, 25 |
| 7 | Manufacturers Life Insurance Co | 397.88K (3.93%) | -2.33K Decreased by -0.59% | Dec 31, 25 |
| 8 | Geode Capital Management, LLC | 242.67K (2.40%) | 2.10K Increased by +0.87% | Sep 30, 25 |
| 9 | Acadian Asset Management LLC | 210.98K (2.08%) | 210.88K Increased by +99.95% | Sep 30, 25 |
| 10 | State Street Corp | 173.43K (1.71%) | 1.95K Increased by +1.12% | Sep 30, 25 |
| 11 | State Street Corporation | 163.76K (1.62%) | -2.50K Decreased by -1.53% | Mar 31, 24 |
| 12 | UBS Group AG | 160.98K (1.59%) | 144.32K Increased by +89.65% | Sep 30, 25 |
| 13 | Hotchkis & Wiley Capital Management LLC | 122.49K (1.21%) | 1.67K Increased by +1.36% | Dec 31, 25 |
| 14 | American Century Companies Inc | 104.07K (1.03%) | -315.00 Decreased by -0.30% | Dec 31, 25 |
| 15 | First Manhattan Co. LLC | 94.84K (0.94%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 16 | Bridgeway Capital Management, LLC | 91.81K (0.91%) | 4.93K Increased by +5.37% | Dec 31, 25 |
| 17 | The Goldman Sachs Group Inc | 88.68K (0.88%) | 2.75K Increased by +3.10% | Sep 30, 25 |
| 18 | LSV Asset Management | 87.21K (0.86%) | 800.00 Increased by +0.92% | Dec 31, 25 |
| 19 | Goldman Sachs Group Inc | 85.94K (0.85%) | -23.67K Decreased by -27.54% | Jun 30, 25 |
| 20 | Northern Trust Corp | 83.56K (0.83%) | -3.50K Decreased by -4.19% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 416.13K (4.11%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 372.93K (3.68%) | -4.76K Decreased by -1.28% | Jan 31, 26 |
| 3 | iShares Russell 2000 ETF | 289.09K (2.85%) | 18.82K Increased by +6.51% | Feb 25, 26 |
| 4 | Royce Small-Cap Opportunity Invmt | 227.21K (2.24%) | -9.79K Decreased by -4.31% | Dec 31, 25 |
| 5 | JHancock Regional Bank A | 190.85K (1.88%) | -718.00 Decreased by -0.38% | Dec 31, 25 |
| 6 | FTGF RY US SmCp Opp A USD Dis(A) | 189.84K (1.87%) | 9.81K Increased by +5.17% | Jan 31, 26 |
| 7 | JH Financial Opportunities | 173.87K (1.72%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 8 | John Hancock Financial Opportunities Fund | 173.87K (1.72%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Royce Micro Cap Trust | 153.74K (1.52%) | 153.74K Increased by +100.00% | Jun 30, 25 |
| 10 | DFA US Small Cap Value I | 140.41K (1.39%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 11 | Royce Micro-Cap Trust | 138.50K (1.37%) | 4.00K Increased by +2.89% | Dec 31, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 113.30K (1.12%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 13 | Fidelity® Small Cap Index | 109.69K (1.08%) | 2.79K Increased by +2.54% | Oct 31, 23 |
| 14 | Fidelity Small Cap Index | 102.98K (1.02%) | -122.00 Decreased by -0.12% | Nov 30, 25 |
| 15 | iShares Russell 2000 Value ETF | 90.34K (0.89%) | -25.37K Decreased by -28.09% | Feb 25, 26 |
| 16 | Avantis US Small Cap Value ETF | 88.17K (0.87%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 17 | DFA US Targeted Value I | 84.16K (0.83%) | -1.17K Decreased by -1.39% | Dec 31, 25 |
| 18 | Royce Micro-Cap Invmt | 75.61K (0.75%) | -2.79K Decreased by -3.70% | Dec 31, 25 |
| 19 | Goldman Sachs Small Cp Val Insghts Instl | 65.00K (0.64%) | 0.00 Increased by 0.00% | Oct 31, 25 |
| 20 | Dimensional US Targeted Value ETF | 59.02K (0.58%) | 0.00 Increased by 0.00% | Feb 26, 26 |