| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.03M (14.63%) | -8.03K Decreased by -0.40% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 1.67M (12.04%) | -21.69K Decreased by -1.30% | Dec 31, 25 |
| 3 | Vanguard Portfolio Management, LLC | 956.13K (6.90%) | 956.13K Increased by +100.00% | Mar 31, 26 |
| 4 | State Street Corp | 695.55K (5.02%) | 23.66K Increased by +3.40% | Mar 31, 26 |
| 5 | State Street Corporation | 690.68K (4.98%) | 7.99K Increased by +1.16% | Mar 31, 24 |
| 6 | Vanguard Capital Management, LLC | 615.04K (4.44%) | 615.04K Increased by +100.00% | Mar 31, 26 |
| 7 | Westwood Holdings Group Inc | 575.10K (4.15%) | -17.77K Decreased by -3.09% | Mar 31, 26 |
| 8 | Charles Schwab Investment Management Inc | 495.97K (3.58%) | -97.49K Decreased by -19.66% | Mar 31, 26 |
| 9 | Dimensional Fund Advisors, Inc. | 470.34K (3.39%) | 8.99K Increased by +1.91% | Mar 31, 26 |
| 10 | Macquarie Group Ltd | 408.10K (2.94%) | -134.98K Decreased by -33.08% | Sep 30, 25 |
| 11 | Geode Capital Management, LLC | 356.31K (2.57%) | 10.74K Increased by +3.01% | Mar 31, 26 |
| 12 | Delaware Management Holdings Inc | 304.50K (2.20%) | 304.50K Increased by +100.00% | Dec 31, 25 |
| 13 | City Holding Co | 251.21K (1.81%) | -1.85K Decreased by -0.74% | Mar 31, 26 |
| 14 | Two Sigma Investments LLC | 250.06K (1.80%) | 118.03K Increased by +47.20% | Mar 31, 26 |
| 15 | JPMorgan Chase & Co | 228.85K (1.65%) | 15.40K Increased by +6.73% | Mar 31, 26 |
| 16 | Morgan Stanley - Brokerage Accounts | 200.73K (1.45%) | -4.53K Decreased by -2.25% | Mar 31, 26 |
| 17 | Northern Trust Corp | 153.16K (1.10%) | 3.65K Increased by +2.39% | Mar 31, 26 |
| 18 | Barr E S & Co | 129.24K (0.93%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 19 | Qube Research & Technologies | 127.33K (0.92%) | 30.24K Increased by +23.75% | Mar 31, 26 |
| 20 | Bank of New York Mellon Corp | 114.52K (0.83%) | -3.41K Decreased by -2.98% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 874.12K (6.31%) | 335.00 Increased by +0.04% | May 29, 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% | Apr 30, 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™ | 344.42K (2.48%) | 570.00 Increased by +0.17% | May 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 | 322.34K (2.33%) | 2.96K Increased by +0.92% | May 29, 26 |
| 10 | Vanguard Small Cap Index | 314.18K (2.27%) | -34.00 Decreased by -0.01% | Apr 30, 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 | 201.58K (1.45%) | 1.32K Increased by +0.65% | Apr 30, 26 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 162.09K (1.17%) | 1.41K Increased by +0.87% | Apr 30, 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 | 137.39K (0.99%) | 78.00 Increased by +0.06% | Mar 31, 26 |
| 18 | State Street SPDR Port S&P 600 Sm CpETF | 132.40K (0.96%) | 0.00 Increased by 0.00% | May 29, 26 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 130.81K (0.94%) | 135.00 Increased by +0.10% | Mar 28, 24 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 127.90K (0.92%) | 1.52K Increased by +1.19% | Aug 29, 25 |