| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.40M (16.38%) | -204.98K Decreased by -3.79% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 4.24M (12.85%) | -837.28K Decreased by -19.75% | Dec 31, 25 |
| 3 | River Road Asset Management, LLC | 3.60M (10.92%) | -662.53K Decreased by -18.40% | Dec 31, 25 |
| 4 | Newtyn Management LLC | 3.55M (10.76%) | 136.68K Increased by +3.85% | Dec 31, 25 |
| 5 | Carronade Capital Management LP | 3.19M (9.67%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 6 | Davenport & Company LLC | 2.16M (6.55%) | -1.68M Decreased by -77.67% | Sep 30, 24 |
| 7 | Rubric Capital Management LP | 2.11M (6.39%) | 615.62K Increased by +29.23% | Jun 30, 25 |
| 8 | State Street Corporation | 1.70M (5.15%) | 60.34K Increased by +3.56% | Mar 31, 24 |
| 9 | Private Management Group Inc | 1.68M (5.09%) | 94.00K Increased by +5.60% | Sep 30, 25 |
| 10 | State Street Corp | 1.53M (4.62%) | -57.13K Decreased by -3.75% | Sep 30, 25 |
| 11 | Millennium Management LLC | 1.52M (4.59%) | 1.47M Increased by +96.78% | Mar 31, 24 |
| 12 | Saba Capital Management, LP | 1.39M (4.22%) | -544.46K Decreased by -39.13% | Sep 30, 25 |
| 13 | Geode Capital Management, LLC | 1.31M (3.96%) | -40.52K Decreased by -3.10% | Sep 30, 25 |
| 14 | Almitas Capital LLC | 1.11M (3.38%) | 792.39K Increased by +71.17% | Sep 30, 25 |
| 15 | FMR Inc | 1.11M (3.35%) | 10.41K Increased by +0.94% | Jun 30, 25 |
| 16 | Bank of New York Mellon Corp | 1.05M (3.18%) | 41.57K Increased by +3.96% | Mar 31, 24 |
| 17 | Goldman Sachs Group Inc | 1.03M (3.12%) | -1.03M Decreased by -100.48% | Mar 31, 24 |
| 18 | Thompson, Siegel & Walmsley LLC | 950.38K (2.88%) | 144.57K Increased by +15.21% | Dec 31, 25 |
| 19 | AREX CAPITAL MANAGEMENT, LP | 940.29K (2.85%) | -277.97K Decreased by -29.56% | Dec 31, 24 |
| 20 | VR Advisory Services Ltd | 907.91K (2.75%) | -202.09K Decreased by -22.26% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.83M (5.54%) | 4.15K Increased by +0.23% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.29M (3.92%) | 104.23K Increased by +8.07% | Jan 31, 26 |
| 3 | iShares Russell 2000 ETF | 1.15M (3.48%) | -485.36K Decreased by -42.23% | Feb 25, 26 |
| 4 | Strategic Advisers Fidelity US TtlStk | 1.10M (3.35%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 5 | Strategic Advisers® Fidelity US TtlStk | 1.07M (3.25%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Davenport Equity Opportunities USD | 1.06M (3.20%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 7 | Vanguard Small Cap Index | 950.89K (2.88%) | -1.18K Decreased by -0.12% | Jan 31, 26 |
| 8 | AMG River Road Small Cap Value N | 784.88K (2.38%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 9 | Davenport Equity Opportunities | 693.86K (2.10%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | Davenport Small Cap Focus | 688.74K (2.09%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Fidelity® Small Cap Index | 682.15K (2.07%) | 16.24K Increased by +2.38% | Oct 31, 23 |
| 12 | Strategic Advisers Small-Mid Cap | 666.79K (2.02%) | 63.63K Increased by +9.54% | Jul 31, 24 |
| 13 | Strategic Advisers U.S. Total Stock{mg} | 666.79K (2.02%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 14 | Vanguard Small Cap Value Index Inv | 609.24K (1.85%) | -5.54K Decreased by -0.91% | Jan 31, 26 |
| 15 | FIAM Small Cap Core Composite | 599.90K (1.82%) | -14.30K Decreased by -2.38% | Mar 31, 25 |
| 16 | FIAM Small Cap Core CIT Cl B | 576.50K (1.75%) | -10.00K Decreased by -1.73% | Jun 30, 25 |
| 17 | Fidelity Small Cap Index | 575.95K (1.75%) | 1.93K Increased by +0.33% | Nov 30, 25 |
| 18 | CREF Stock R1 | 554.26K (1.68%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 19 | BlackRock Mid-Cap Value Institutional | 529.24K (1.60%) | 170.73K Increased by +32.26% | Jan 31, 26 |
| 20 | Driehaus Event Driven | 516.52K (1.57%) | 0.00 Increased by 0.00% | Mar 31, 25 |