| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, INC. | 3.96M (13.16%) | -588.77K Decreased by -14.86% | Sep 30, 24 |
| 2 | BlackRock Inc | 2.62M (8.71%) | -93.43K Decreased by -3.56% | Sep 30, 25 |
| 3 | Magnetar Financial LLC | 2.47M (8.22%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 4 | Principal Financial Group Inc | 1.97M (6.53%) | 735.00 Increased by +0.04% | Dec 31, 23 |
| 5 | AllianceBernstein L.P. | 1.93M (6.41%) | -507.56K Decreased by -26.29% | Sep 30, 25 |
| 6 | Dimensional Fund Advisors, Inc. | 1.91M (6.33%) | -2.08K Decreased by -0.11% | Dec 31, 25 |
| 7 | Vanguard Group Inc | 1.90M (6.33%) | 81.42K Increased by +4.28% | Dec 31, 25 |
| 8 | Wasatch Advisors LP | 1.75M (5.83%) | -385.88K Decreased by -22.00% | Jun 30, 24 |
| 9 | State Street Corporation | 1.41M (4.70%) | 27.02K Increased by +1.91% | Mar 31, 24 |
| 10 | ODDO BHF Asset Management SAS | 1.27M (4.23%) | -302.30K Decreased by -23.75% | Dec 31, 25 |
| 11 | Wasatch Advisors Inc. | 1.26M (4.18%) | 1.26M Increased by +100.00% | Sep 30, 23 |
| 12 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.05M (3.49%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Dana Investment Advisors Inc | 1.01M (3.35%) | 419.43K Increased by +41.59% | Dec 31, 25 |
| 14 | The Goldman Sachs Group Inc | 987.24K (3.28%) | 40.00K Increased by +4.05% | Sep 30, 25 |
| 15 | Eckert Corp | 985.68K (3.27%) | -266.84K Decreased by -27.07% | Jun 30, 25 |
| 16 | Charles Schwab Investment Management Inc | 969.46K (3.22%) | 211.93K Increased by +21.86% | Dec 31, 25 |
| 17 | American Century Companies Inc | 949.27K (3.15%) | -27.86K Decreased by -2.94% | Dec 31, 25 |
| 18 | Goldman Sachs Group Inc | 947.24K (3.15%) | -147.94K Decreased by -15.62% | Jun 30, 25 |
| 19 | HSBC Holdings PLC | 881.84K (2.93%) | 90.31K Increased by +10.24% | Sep 30, 25 |
| 20 | Geode Capital Management, LLC | 878.89K (2.92%) | 50.14K Increased by +5.71% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.03M (6.75%) | 6.09K Increased by +0.30% | Sep 30, 24 |
| 2 | Vanguard US Total Market Shares ETF | 1.09M (3.62%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 985.99K (3.28%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 4 | Wasatch Small Cap Value | 897.18K (2.98%) | -27.33K Decreased by -3.05% | Jun 30, 24 |
| 5 | Avantis US Small Cap Value ETF | 838.37K (2.79%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | iShares Russell 2000 ETF | 763.95K (2.54%) | -26.43K Decreased by -3.46% | Feb 28, 26 |
| 7 | Schwab Fundamental U.S. Small CompanyETF | 610.32K (2.03%) | 212.00 Increased by +0.03% | Feb 28, 26 |
| 8 | Fidelity Select Health Care Svcs Port | 553.10K (1.84%) | 200.10K Increased by +36.18% | Jan 31, 26 |
| 9 | Royce Small-Cap Opportunity Invmt | 442.38K (1.47%) | -33.60K Decreased by -7.60% | Dec 31, 24 |
| 10 | AB Merger Arbitrage S1 USD | 421.61K (1.40%) | -100.07K Decreased by -23.74% | Jul 31, 25 |
| 11 | First Trust Merger Arbitrage Cl I | 419.56K (1.39%) | 419.56K Increased by +100.00% | Dec 31, 24 |
| 12 | DWS Small Cap Core S | 400.00K (1.33%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 13 | Small Cap Core Equity Composite | 400.00K (1.33%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 14 | FTGF RY US SmCp Opp A USD Dis(A) | 360.11K (1.20%) | -67.05K Decreased by -18.62% | Dec 31, 24 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 338.99K (1.13%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | Principal SmallCap R5 | 338.30K (1.12%) | -4.00K Decreased by -1.18% | Dec 31, 23 |
| 17 | Principal U.S. Small Cap Equity | 338.30K (1.12%) | -9.30K Decreased by -2.75% | Dec 31, 23 |
| 18 | Fidelity® Small Cap Index | 333.57K (1.11%) | 9.36K Increased by +2.81% | Oct 31, 23 |
| 19 | Vanguard Institutional Extnd Mkt Idx Tr | 330.86K (1.10%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 20 | GAMCO Intl SICAV Merger Arbtrg I (USD) | 330.61K (1.10%) | 16.73K Increased by +5.06% | Aug 31, 25 |