| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 5.12M (12.87%) | -157.76K Decreased by -3.08% | Dec 31, 25 |
| 2 | Turtle Creek Asset Management Inc. | 4.98M (12.51%) | 2.42M Increased by +48.72% | Mar 31, 26 |
| 3 | BlackRock Inc | 4.51M (11.35%) | -18.27K Decreased by -0.40% | Dec 31, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 3.09M (7.76%) | 9.85K Increased by +0.32% | Mar 31, 26 |
| 5 | State Street Corporation | 1.99M (4.99%) | 38.54K Increased by +1.94% | Mar 31, 24 |
| 6 | State Street Corp | 1.82M (4.57%) | -37.80K Decreased by -2.08% | Dec 31, 25 |
| 7 | American Century Companies Inc | 1.53M (3.85%) | -24.85K Decreased by -1.62% | Dec 31, 25 |
| 8 | Lyrical Asset Management LP | 1.43M (3.60%) | -65.54K Decreased by -4.58% | Dec 31, 23 |
| 9 | Allianz Asset Management AG | 1.35M (3.39%) | 199.24K Increased by +14.80% | Mar 31, 26 |
| 10 | Arrowstreet Capital Limited Partnership | 1.19M (3.00%) | 2.27K Increased by +0.19% | Dec 31, 25 |
| 11 | Geode Capital Management, LLC | 1.16M (2.92%) | 14.26K Increased by +1.23% | Dec 31, 25 |
| 12 | Franklin Resources Inc | 1.15M (2.89%) | -880.44K Decreased by -76.60% | Mar 31, 26 |
| 13 | Jacobs Levy Equity Management, Inc. | 1.03M (2.59%) | -68.58K Decreased by -6.65% | Dec 31, 25 |
| 14 | HSBC Holdings PLC | 1.01M (2.54%) | -750.34K Decreased by -74.30% | Mar 31, 26 |
| 15 | UBS Asset Mgmt Americas Inc | 958.66K (2.41%) | 36.12K Increased by +3.77% | Jun 30, 24 |
| 16 | Goldman Sachs Group Inc | 929.86K (2.34%) | 193.25K Increased by +20.78% | Jun 30, 25 |
| 17 | Morgan Stanley - Brokerage Accounts | 910.30K (2.29%) | 215.79K Increased by +23.71% | Dec 31, 25 |
| 18 | Wellington Management Company LLP | 879.02K (2.21%) | -4.21K Decreased by -0.48% | Dec 31, 25 |
| 19 | The Goldman Sachs Group Inc | 833.44K (2.10%) | -341.69K Decreased by -41.00% | Dec 31, 25 |
| 20 | Macquarie Group Ltd | 744.10K (1.87%) | -51.05K Decreased by -6.86% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.68M (6.74%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 2 | Vanguard US Total Market Shares ETF | 1.54M (3.87%) | 1.38K Increased by +0.09% | Sep 30, 24 |
| 3 | Avantis US Small Cap Value ETF | 1.40M (3.52%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.30M (3.27%) | -53.11K Decreased by -4.09% | Mar 31, 26 |
| 5 | Vanguard Small Cap Index | 945.82K (2.38%) | -40.19K Decreased by -4.25% | Mar 31, 26 |
| 6 | PIMCO RAE US Small | 812.22K (2.04%) | 168.35K Increased by +20.73% | Dec 31, 25 |
| 7 | PIMCO RAE US Small Instl | 812.22K (2.04%) | 168.35K Increased by +20.73% | Dec 31, 25 |
| 8 | DFA US Small Cap Value I | 724.77K (1.82%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 9 | Vanguard Small Cap Value Index Inv | 601.78K (1.51%) | -30.90K Decreased by -5.14% | Mar 31, 26 |
| 10 | Delaware Small Cap Value A | 598.20K (1.50%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 11 | Franklin Small Cap Value A | 555.26K (1.40%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 12 | Franklin Small Cap Value SMA Composite | 555.26K (1.40%) | 555.23K Increased by +99.99% | Mar 31, 26 |
| 13 | Franklin US Small Cap Value Equity | 555.26K (1.40%) | -620.93K Decreased by -111.83% | Mar 31, 26 |
| 14 | iShares Russell 2000 ETF | 536.04K (1.35%) | -13.50K Decreased by -2.52% | Apr 30, 26 |
| 15 | Macquarie Small Cap Value A | 501.06K (1.26%) | -61.69K Decreased by -12.31% | Jul 31, 25 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 492.61K (1.24%) | -4.44K Decreased by -0.90% | Mar 31, 26 |
| 17 | Fidelity® Small Cap Index | 487.03K (1.22%) | 12.66K Increased by +2.60% | Oct 31, 23 |
| 18 | Delaware Sm-Cap Val Eq | 465.86K (1.17%) | -14.70K Decreased by -3.16% | Mar 31, 26 |
| 19 | Nomura Small Cap Value A | 465.86K (1.17%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 20 | Fidelity Small Cap Index | 448.75K (1.13%) | 4.77K Increased by +1.06% | Feb 28, 26 |