| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Franklin Resources Inc | 1.56M (9.43%) | 113.22K Increased by +7.26% | Sep 30, 25 |
| 2 | BlackRock Inc | 1.55M (9.39%) | -29.30K Decreased by -1.89% | Sep 30, 25 |
| 3 | FMR Inc | 1.49M (8.99%) | -4.61K Decreased by -0.31% | Dec 31, 25 |
| 4 | Vanguard Group Inc | 983.68K (5.95%) | 42.20K Increased by +4.29% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 822.14K (4.97%) | -12.73K Decreased by -1.55% | Dec 31, 25 |
| 6 | JPMorgan Chase & Co | 622.34K (3.76%) | 325.02K Increased by +52.23% | Sep 30, 25 |
| 7 | State Street Corp | 473.42K (2.86%) | 898.00 Increased by +0.19% | Sep 30, 25 |
| 8 | State Street Corporation | 424.65K (2.57%) | -5.88K Decreased by -1.38% | Mar 31, 24 |
| 9 | Geode Capital Management, LLC | 417.48K (2.52%) | 9.19K Increased by +2.20% | Sep 30, 25 |
| 10 | Renaissance Technologies Corp | 278.20K (1.68%) | -17.90K Decreased by -6.43% | Dec 31, 25 |
| 11 | Basswood Capital Management LLC | 247.70K (1.50%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 12 | Manufacturers Life Insurance Co | 238.80K (1.44%) | -2.45K Decreased by -1.03% | Dec 31, 25 |
| 13 | Wellington Management Company LLP | 220.38K (1.33%) | 91.02K Increased by +41.30% | Dec 31, 25 |
| 14 | LSV Asset Management | 206.69K (1.25%) | -4.00K Decreased by -1.94% | Dec 31, 25 |
| 15 | ProShare Advisors LLC | 202.67K (1.23%) | -36.80K Decreased by -18.16% | Jun 30, 24 |
| 16 | Northern Trust Corp | 170.75K (1.03%) | 747.00 Increased by +0.44% | Sep 30, 25 |
| 17 | Hotchkis & Wiley Capital Management LLC | 169.42K (1.02%) | 9.60K Increased by +5.67% | Dec 31, 25 |
| 18 | American Century Companies Inc | 143.50K (0.87%) | 710.00 Increased by +0.49% | Dec 31, 25 |
| 19 | Charles Schwab Investment Management Inc | 141.81K (0.86%) | -135.00 Decreased by -0.10% | Dec 31, 25 |
| 20 | Kimelman & Baird, LLC | 139.36K (0.84%) | -6.90K Decreased by -4.95% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Franklin Small Cap Value SMA Composite | 1.43M (8.65%) | 588.66K Increased by +41.14% | Jun 30, 25 |
| 2 | Franklin Small Cap Value A | 978.52K (5.91%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 3 | Franklin US Small Cap Value Equity | 978.52K (5.91%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 536.23K (3.24%) | 13.90K Increased by +2.59% | Jan 31, 26 |
| 5 | FIAM Small Cap Core Composite | 473.06K (2.86%) | -64.03K Decreased by -13.54% | Sep 30, 25 |
| 6 | FIAM Small Cap Core CIT Cl B | 467.72K (2.83%) | -1.88K Decreased by -0.40% | Nov 30, 25 |
| 7 | Vanguard US Total Market Shares ETF | 432.17K (2.61%) | 1.68K Increased by +0.39% | Sep 30, 24 |
| 8 | iShares Russell 2000 ETF | 399.11K (2.41%) | 74.72K Increased by +18.72% | Feb 25, 26 |
| 9 | Fidelity® Low-Priced Stock | 338.13K (2.04%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Fidelity Low-Priced Stock | 321.36K (1.94%) | 0.00 Increased by 0.00% | Nov 30, 25 |
| 11 | Franklin Small Cap Value VIP 1 | 270.63K (1.64%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 12 | ProShares Russell 2000 Dividend Growers | 200.76K (1.21%) | -582.00 Decreased by -0.29% | Jun 28, 24 |
| 13 | Strategic Advisers Fidelity US TtlStk | 190.87K (1.15%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 183.31K (1.11%) | 1.27K Increased by +0.69% | Jan 31, 26 |
| 15 | Fidelity Small Cap Index | 171.45K (1.04%) | 1.08K Increased by +0.63% | Nov 30, 25 |
| 16 | Avantis US Small Cap Value ETF | 160.72K (0.97%) | 0.00 Increased by 0.00% | Feb 27, 26 |
| 17 | Fidelity Series Small Cap Core | 153.98K (0.93%) | 0.00 Increased by 0.00% | Nov 30, 25 |
| 18 | JPM US Small Cap Value-Composite | 153.09K (0.93%) | -88.42K Decreased by -57.75% | Dec 31, 25 |
| 19 | JPMorgan Small Cap Blend A | 153.09K (0.93%) | -45.33K Decreased by -29.61% | Dec 31, 25 |
| 20 | iShares Russell 2000 Value ETF | 144.65K (0.87%) | 996.00 Increased by +0.69% | Feb 25, 26 |