| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.14M (20.74%) | -97.62K Decreased by -1.90% | Mar 31, 26 |
| 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 | Capital World Investors | 1.53M (6.19%) | 22.05K Increased by +1.44% | Mar 31, 26 |
| 5 | State Street Corp | 1.34M (5.39%) | -97.19K Decreased by -7.28% | Mar 31, 26 |
| 6 | State Street Corporation | 1.31M (5.29%) | 116.16K Increased by +8.86% | Mar 31, 24 |
| 7 | Vanguard Capital Management, LLC | 1.13M (4.56%) | 1.13M Increased by +100.00% | Mar 31, 26 |
| 8 | First Trust Advisors L.P. | 1.12M (4.52%) | 450.91K Increased by +40.24% | Dec 31, 24 |
| 9 | Westwood Holdings Group Inc | 1.12M (4.52%) | -152.44K Decreased by -13.63% | Mar 31, 26 |
| 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 | Wellington Management Company LLP | 913.02K (3.69%) | -718.03K Decreased by -78.64% | Mar 31, 26 |
| 13 | ING Investment Management LLC | 794.76K (3.21%) | 578.08K Increased by +72.74% | Mar 31, 25 |
| 14 | Charles Schwab Investment Management Inc | 634.00K (2.56%) | -15.75K Decreased by -2.48% | Mar 31, 26 |
| 15 | Vanguard Portfolio Management, LLC | 632.55K (2.55%) | 632.55K Increased by +100.00% | Mar 31, 26 |
| 16 | Geode Capital Management, LLC | 628.65K (2.54%) | 15.27K Increased by +2.43% | Mar 31, 26 |
| 17 | Newsouth Capital Management Inc | 576.46K (2.33%) | -32.97K Decreased by -5.72% | Mar 31, 26 |
| 18 | The Goldman Sachs Group Inc | 556.49K (2.25%) | 46.99K Increased by +8.44% | Mar 31, 26 |
| 19 | UBS Group AG | 506.50K (2.04%) | 487.40K Increased by +96.23% | Dec 31, 24 |
| 20 | Morgan Stanley - Brokerage Accounts | 469.47K (1.90%) | 12.45K Increased by +2.65% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.53M (6.18%) | 615.00 Increased by +0.04% | May 29, 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 | 804.44K (3.25%) | 5.34K Increased by +0.66% | Apr 30, 26 |
| 7 | iShares Russell 2000 ETF | 607.21K (2.45%) | 5.62K Increased by +0.92% | May 29, 26 |
| 8 | Avantis US Small Cap Value ETF | 501.90K (2.03%) | 1.06K Increased by +0.21% | May 30, 26 |
| 9 | SPDR® S&P Homebuilders ETF | 466.11K (1.88%) | -1.39K Decreased by -0.30% | Aug 31, 25 |
| 10 | Jennison SMid Cap Core Equity | 431.81K (1.74%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | PGIM Jennison Small Company A | 431.81K (1.74%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 12 | DFA US Small Cap Value I | 413.84K (1.67%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 13 | State Street® SPDR® S&P® Hmebldr ETF | 329.60K (1.33%) | 8.59K Increased by +2.61% | May 31, 26 |
| 14 | Neumeier Poma Small Cap Value | 300.55K (1.21%) | -29.43K Decreased by -9.79% | Sep 30, 24 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 288.76K (1.17%) | 4.58K Increased by +1.59% | 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 | Heartland Value Investor | 275.00K (1.11%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 19 | Heartland Value Strategy | 275.00K (1.11%) | 15.00K Increased by +5.45% | Mar 31, 26 |
| 20 | Fidelity® Small Cap Index | 273.99K (1.11%) | 7.20K Increased by +2.63% | Oct 31, 23 |