| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.07M (15.42%) | -109.49K Decreased by -5.28% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 1.97M (14.63%) | 56.76K Increased by +2.89% | Dec 31, 25 |
| 3 | T. Rowe Price Investment Management,Inc. | 1.73M (12.89%) | 468.39K Increased by +27.02% | Dec 31, 25 |
| 4 | Atlantic Union Bankshares Corp | 1.34M (9.97%) | 1.34M Increased by +99.85% | Sep 30, 25 |
| 5 | Adage Capital Partners Gp LLC | 740.00K (5.50%) | 50.77K Increased by +6.86% | Dec 31, 25 |
| 6 | Principal Financial Group Inc | 632.34K (4.70%) | -8.68K Decreased by -1.37% | Sep 30, 25 |
| 7 | State Street Corporation | 521.78K (3.88%) | 10.89K Increased by +2.09% | Mar 31, 24 |
| 8 | State Street Corp | 492.74K (3.66%) | -3.27K Decreased by -0.66% | Sep 30, 25 |
| 9 | Geode Capital Management, LLC | 326.57K (2.43%) | -1.09K Decreased by -0.33% | Dec 31, 25 |
| 10 | JPMorgan Chase & Co | 250.69K (1.86%) | 193.36K Increased by +77.13% | Sep 30, 25 |
| 11 | Renaissance Technologies Corp | 225.64K (1.68%) | -56.01K Decreased by -24.82% | Dec 31, 25 |
| 12 | Dimensional Fund Advisors, Inc. | 200.86K (1.49%) | 3.18K Increased by +1.59% | Dec 31, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 198.39K (1.48%) | -9.15K Decreased by -4.61% | Sep 30, 25 |
| 14 | Ameriprise Financial Inc | 189.83K (1.41%) | 160.34K Increased by +84.46% | Sep 30, 25 |
| 15 | Amvescap Plc. | 159.40K (1.19%) | 38.94K Increased by +24.43% | Sep 30, 25 |
| 16 | Northern Trust Corp | 146.24K (1.09%) | 9.00K Increased by +6.16% | Sep 30, 25 |
| 17 | Man Group PLC | 130.78K (0.97%) | -11.77K Decreased by -9.00% | Dec 31, 25 |
| 18 | Millennium Management LLC | 120.71K (0.90%) | 7.12K Increased by +5.90% | Dec 31, 25 |
| 19 | Charles Schwab Investment Management Inc | 118.57K (0.88%) | 5.28K Increased by +4.45% | Dec 31, 25 |
| 20 | Bank of New York Mellon Corp | 108.57K (0.81%) | -20.58K Decreased by -18.96% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value | 791.58K (5.89%) | 28.60K Increased by +3.61% | Mar 31, 26 |
| 2 | iShares Core S&P Small-Cap ETF | 747.05K (5.56%) | 325.00 Increased by +0.04% | Mar 31, 26 |
| 3 | T. Rowe Price U.S. SC Value Eq Tr-D | 513.67K (3.82%) | 37.88K Increased by +7.37% | Mar 31, 26 |
| 4 | Vanguard Real Estate Index Investor | 500.12K (3.72%) | -4.13K Decreased by -0.83% | Mar 31, 26 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 424.16K (3.15%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 6 | T. Rowe Price U.S. SC Value Eq Tr-Z | 421.90K (3.14%) | 667.00 Increased by +0.16% | Mar 31, 25 |
| 7 | Vanguard US Total Market Shares ETF | 415.74K (3.09%) | 833.00 Increased by +0.20% | Sep 30, 24 |
| 8 | Vanguard Small Cap Index | 308.23K (2.29%) | 2.84K Increased by +0.92% | Mar 31, 26 |
| 9 | iShares Russell 2000 ETF | 280.86K (2.09%) | -2.30K Decreased by -0.82% | Mar 31, 26 |
| 10 | Principal Real Estate Securities R5 | 260.06K (1.93%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 11 | Vanguard Small Cap Value Index Inv | 197.33K (1.47%) | 1.54K Increased by +0.78% | Mar 31, 26 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 143.09K (1.06%) | 1.93K Increased by +1.35% | Mar 31, 26 |
| 13 | Columbia Small Cap Value Discovery Fund | 141.14K (1.05%) | -34.43K Decreased by -24.39% | Mar 31, 26 |
| 14 | Columbia Small Cap Value Discv A | 141.14K (1.05%) | 1.80K Increased by +1.28% | Mar 31, 26 |
| 15 | Fidelity Small Cap Index | 123.59K (0.92%) | -1.69K Decreased by -1.36% | Jan 31, 26 |
| 16 | Fidelity® Small Cap Index | 119.83K (0.89%) | 2.96K Increased by +2.47% | Oct 31, 23 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 119.04K (0.89%) | 115.00 Increased by +0.10% | Mar 28, 24 |
| 18 | State Street SPDR Port S&P 600 Sm CpETF | 115.36K (0.86%) | -60.00 Decreased by -0.05% | Mar 31, 26 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 105.55K (0.78%) | 1.25K Increased by +1.19% | Aug 29, 25 |
| 20 | iShares Russell 2000 Growth ETF | 92.90K (0.69%) | 0.00 Increased by 0.00% | Mar 31, 26 |