| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.23M (21.13%) | 75.78K Increased by +1.45% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 1.98M (7.99%) | 72.92K Increased by +3.69% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.96M (7.92%) | -4.82K Decreased by -0.25% | Mar 31, 26 |
| 4 | Wellington Management Company LLP | 1.63M (6.59%) | 139.14K Increased by +8.53% | Dec 31, 25 |
| 5 | Capital World Investors | 1.53M (6.19%) | 22.05K Increased by +1.44% | Mar 31, 26 |
| 6 | State Street Corp | 1.43M (5.78%) | -33.50K Decreased by -2.34% | Dec 31, 25 |
| 7 | State Street Corporation | 1.31M (5.29%) | 116.16K Increased by +8.86% | Mar 31, 24 |
| 8 | Westwood Holdings Group Inc | 1.27M (5.13%) | 71.86K Increased by +5.65% | Dec 31, 25 |
| 9 | First Trust Advisors L.P. | 1.12M (4.52%) | 450.91K Increased by +40.24% | Dec 31, 24 |
| 10 | Balyasny Asset Management LLC | 1.04M (4.22%) | 254.19K Increased by +24.33% | Jun 30, 25 |
| 11 | Pacer Advisors, INC. | 1.04M (4.18%) | 180.09K Increased by +17.38% | Dec 31, 23 |
| 12 | ING Investment Management LLC | 794.76K (3.21%) | 578.08K Increased by +72.74% | Mar 31, 25 |
| 13 | Charles Schwab Investment Management Inc | 649.74K (2.62%) | 32.56K Increased by +5.01% | Dec 31, 25 |
| 14 | Geode Capital Management, LLC | 613.39K (2.48%) | -4.92K Decreased by -0.80% | Dec 31, 25 |
| 15 | Newsouth Capital Management Inc | 609.42K (2.46%) | 451.19K Increased by +74.03% | Dec 31, 25 |
| 16 | The Goldman Sachs Group Inc | 509.50K (2.06%) | 186.94K Increased by +36.69% | Dec 31, 25 |
| 17 | UBS Group AG | 506.50K (2.04%) | 487.40K Increased by +96.23% | Dec 31, 24 |
| 18 | American Century Companies Inc | 484.37K (1.96%) | 26.01K Increased by +5.37% | Mar 31, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 457.02K (1.85%) | 67.88K Increased by +14.85% | Dec 31, 25 |
| 20 | Heartland Advisors Inc | 454.59K (1.84%) | -677.00 Decreased by -0.15% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.54M (6.22%) | 375.00 Increased by +0.02% | Apr 30, 26 |
| 2 | American Funds SMALLCAP World A | 1.51M (6.10%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 3 | Pacer US Small Cap Cash Cows 100 ETF | 1.22M (4.91%) | 16.79K Increased by +1.38% | Jan 31, 24 |
| 4 | First Trust SMID Cp Rising Div Achv ETF | 1.16M (4.69%) | 2.49K Increased by +0.21% | Feb 27, 25 |
| 5 | Vanguard US Total Market Shares ETF | 868.84K (3.51%) | -47.43K Decreased by -5.46% | Sep 30, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 799.10K (3.23%) | -54.64K Decreased by -6.84% | Mar 31, 26 |
| 7 | iShares Russell 2000 ETF | 601.49K (2.43%) | 5.08K Increased by +0.84% | Apr 30, 26 |
| 8 | SPDR® S&P Homebuilders ETF | 466.11K (1.88%) | -1.39K Decreased by -0.30% | Aug 31, 25 |
| 9 | Jennison SMid Cap Core Equity | 431.81K (1.74%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | PGIM Jennison Small Company A | 431.81K (1.74%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | DFA US Small Cap Value I | 413.84K (1.67%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 12 | Avantis US Small Cap Value ETF | 404.87K (1.63%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 13 | State Street® SPDR® S&P® Hmebldr ETF | 303.68K (1.23%) | -3.15K Decreased by -1.04% | Apr 30, 26 |
| 14 | Neumeier Poma Small Cap Value | 300.55K (1.21%) | -29.43K Decreased by -9.79% | Sep 30, 24 |
| 15 | Schwab Fundamental U.S. Small CompanyETF | 295.54K (1.19%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 16 | Franklin Small Cap Value SMA Composite | 285.74K (1.15%) | 145.72K Increased by +51.00% | Jun 30, 25 |
| 17 | Franklin US Small Cap Value Equity | 285.74K (1.15%) | 145.72K Increased by +51.00% | Jun 30, 25 |
| 18 | Vanguard Institutional Extnd Mkt Idx Tr | 284.19K (1.15%) | 3.64K Increased by +1.28% | Mar 31, 26 |
| 19 | Heartland Value Investor | 275.00K (1.11%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 20 | Heartland Value Strategy | 275.00K (1.11%) | 15.00K Increased by +5.45% | Mar 31, 26 |