| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.04M (14.69%) | 31.37K Increased by +1.54% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 1.67M (12.05%) | -21.69K Decreased by -1.30% | Dec 31, 25 |
| 3 | State Street Corporation | 690.68K (4.98%) | 7.99K Increased by +1.16% | Mar 31, 24 |
| 4 | State Street Corp | 671.90K (4.85%) | -21.18K Decreased by -3.15% | Dec 31, 25 |
| 5 | Charles Schwab Investment Management Inc | 593.46K (4.28%) | 6.55K Increased by +1.10% | Dec 31, 25 |
| 6 | Westwood Holdings Group Inc | 592.87K (4.28%) | 5.24K Increased by +0.88% | Dec 31, 25 |
| 7 | Dimensional Fund Advisors, Inc. | 470.34K (3.39%) | 8.99K Increased by +1.91% | Mar 31, 26 |
| 8 | Macquarie Group Ltd | 408.10K (2.94%) | -134.98K Decreased by -33.08% | Sep 30, 25 |
| 9 | Geode Capital Management, LLC | 345.57K (2.49%) | -2.77K Decreased by -0.80% | Dec 31, 25 |
| 10 | Delaware Management Holdings Inc | 304.50K (2.20%) | 304.50K Increased by +100.00% | Dec 31, 25 |
| 11 | City Holding Co | 251.21K (1.81%) | -1.85K Decreased by -0.74% | Mar 31, 26 |
| 12 | JPMorgan Chase & Co | 228.85K (1.65%) | 15.40K Increased by +6.73% | Mar 31, 26 |
| 13 | Morgan Stanley - Brokerage Accounts | 205.26K (1.48%) | 16.30K Increased by +7.94% | Dec 31, 25 |
| 14 | Northern Trust Corp | 153.16K (1.11%) | 3.65K Increased by +2.39% | Mar 31, 26 |
| 15 | Two Sigma Investments LLC | 132.03K (0.95%) | 8.22K Increased by +6.23% | Dec 31, 25 |
| 16 | Barr E S & Co | 129.24K (0.93%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 17 | Bank of New York Mellon Corp | 114.52K (0.83%) | -3.41K Decreased by -2.98% | Mar 31, 26 |
| 18 | Axxcess Wealth Management, LLC | 108.30K (0.78%) | -311.00 Decreased by -0.29% | Dec 31, 25 |
| 19 | Qube Research & Technologies | 97.09K (0.70%) | 2.26K Increased by +2.33% | Dec 31, 25 |
| 20 | Goldman Sachs Group Inc | 85.98K (0.62%) | -80.49K Decreased by -93.62% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 878.57K (6.34%) | 204.00 Increased by +0.02% | Apr 30, 26 |
| 2 | Vanguard US Total Market Shares ETF | 440.16K (3.18%) | 378.00 Increased by +0.09% | Sep 30, 24 |
| 3 | Delaware US Small Cap Core Equity (SMA) | 438.49K (3.16%) | -5.13K Decreased by -1.17% | Mar 31, 24 |
| 4 | Macquarie US Small Cap Core Equity | 438.49K (3.16%) | -5.13K Decreased by -1.17% | Mar 31, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 427.87K (3.09%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 6 | Delaware Small Cap Core I | 424.46K (3.06%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 7 | Schwab US Dividend Equity ETF™ | 332.32K (2.40%) | 245.00 Increased by +0.07% | Apr 30, 26 |
| 8 | Macquarie Small Cap Core I | 331.84K (2.39%) | -111.19K Decreased by -33.51% | Jul 31, 25 |
| 9 | iShares Russell 2000 ETF | 317.27K (2.29%) | 2.68K Increased by +0.84% | Apr 30, 26 |
| 10 | Vanguard Small Cap Index | 314.21K (2.27%) | 3.56K Increased by +1.13% | Mar 31, 26 |
| 11 | Nomura Small Cap Core I | 218.91K (1.58%) | -5.11K Decreased by -2.33% | Feb 28, 26 |
| 12 | Vanguard Small Cap Value Index Inv | 200.26K (1.45%) | 661.00 Increased by +0.33% | Mar 31, 26 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 160.68K (1.16%) | 3.56K Increased by +2.22% | Mar 31, 26 |
| 14 | Westwood Quality SmallCap Fund Inst | 156.75K (1.13%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 15 | Westwood Mgt SmallCap Value | 147.87K (1.07%) | -8.88K Decreased by -6.01% | Mar 31, 26 |
| 16 | Fidelity® Small Cap Index | 143.54K (1.04%) | 4.26K Increased by +2.97% | Oct 31, 23 |
| 17 | Fidelity Small Cap Index | 137.31K (0.99%) | 1.51K Increased by +1.10% | Feb 28, 26 |
| 18 | State Street SPDR Port S&P 600 Sm CpETF | 132.16K (0.95%) | 46.00 Increased by +0.03% | Apr 30, 26 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 130.81K (0.94%) | 135.00 Increased by +0.10% | Mar 28, 24 |
| 20 | State Street® SPDR® S&PRgnllBkgETF | 129.77K (0.94%) | -1.20K Decreased by -0.92% | Apr 30, 26 |