| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.22M (20.63%) | -50.85K Decreased by -2.29% | Sep 30, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 1.52M (14.14%) | -2.98K Decreased by -0.20% | Dec 31, 25 |
| 3 | Vanguard Group Inc | 1.08M (10.04%) | 10.22K Increased by +0.95% | Dec 31, 25 |
| 4 | State Street Corporation | 467.63K (4.35%) | -5.33K Decreased by -1.14% | Mar 31, 24 |
| 5 | State Street Corp | 451.69K (4.20%) | -27.00K Decreased by -5.98% | Sep 30, 25 |
| 6 | Geode Capital Management, LLC | 377.00K (3.50%) | 2.94K Increased by +0.78% | Dec 31, 25 |
| 7 | Mawer Investment Management Ltd | 359.66K (3.34%) | -491.55K Decreased by -136.67% | Jun 30, 24 |
| 8 | Brown Advisory Holdings Inc | 273.11K (2.54%) | -29.13K Decreased by -10.67% | Dec 31, 25 |
| 9 | Charles Schwab Investment Management Inc | 234.11K (2.18%) | -1.56K Decreased by -0.67% | Dec 31, 25 |
| 10 | Northern Trust Corp | 214.29K (1.99%) | -8.73K Decreased by -4.08% | Sep 30, 25 |
| 11 | American Century Companies Inc | 195.29K (1.81%) | -46.69K Decreased by -23.91% | Dec 31, 25 |
| 12 | Morgan Stanley - Brokerage Accounts | 186.65K (1.73%) | 24.76K Increased by +13.26% | Sep 30, 25 |
| 13 | Amvescap Plc. | 179.50K (1.67%) | 17.00 Increased by +0.01% | Sep 30, 25 |
| 14 | UBS Group AG | 160.10K (1.49%) | 60.36K Increased by +37.70% | Mar 31, 25 |
| 15 | Pacer Advisors, INC. | 156.48K (1.45%) | -548.84K Decreased by -350.75% | Mar 31, 25 |
| 16 | Qube Research & Technologies | 153.94K (1.43%) | -11.63K Decreased by -7.55% | Dec 31, 25 |
| 17 | Millennium Management LLC | 146.69K (1.36%) | -54.14K Decreased by -36.91% | Dec 31, 25 |
| 18 | GAMMA Investing LLC | 135.26K (1.26%) | 134.76K Increased by +99.63% | Mar 31, 25 |
| 19 | The Goldman Sachs Group Inc | 122.72K (1.14%) | 17.68K Increased by +14.40% | Sep 30, 25 |
| 20 | Bank of New York Mellon Corp | 118.14K (1.10%) | -5.87K Decreased by -4.97% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 693.06K (6.44%) | -62.32K Decreased by -8.99% | Feb 28, 26 |
| 2 | Mawer Global Small Cap A | 554.52K (5.15%) | -179.44K Decreased by -32.36% | May 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 368.56K (3.42%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 4 | Vanguard US Total Market Shares ETF | 357.69K (3.32%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | DFA US Small Cap Value I | 328.82K (3.06%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 6 | iShares Russell 2000 ETF | 285.74K (2.66%) | 43.70K Increased by +15.29% | Feb 28, 26 |
| 7 | Vanguard Information Technology ETF | 281.91K (2.62%) | 1.23K Increased by +0.44% | Jan 31, 26 |
| 8 | DFA US Targeted Value I | 189.72K (1.76%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 9 | Dimensional US Targeted Value ETF | 168.65K (1.57%) | 32.00 Increased by +0.02% | Feb 27, 26 |
| 10 | BlackRock Advantage Small Cap Core Instl | 165.46K (1.54%) | -30.25K Decreased by -18.28% | Jan 31, 26 |
| 11 | DFA US Micro Cap I | 145.24K (1.35%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 12 | Brown Advisory Small-Cap Fdmtl Val Inv | 143.10K (1.33%) | 29.51K Increased by +20.62% | Jan 31, 26 |
| 13 | Pacer US Small Cap Cash Cows 100 ETF | 128.94K (1.20%) | -513.00 Decreased by -0.40% | May 30, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 123.89K (1.15%) | 659.00 Increased by +0.53% | Jan 31, 26 |
| 15 | Avantis US Small Cap Value ETF | 120.78K (1.12%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 16 | DFA US Small Cap I | 118.26K (1.10%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 17 | Schwab Fundamental U.S. Small CompanyETF | 111.81K (1.04%) | 38.00 Increased by +0.03% | Feb 28, 26 |
| 18 | iShares S&P Small-Cap 600 Value ETF | 111.26K (1.03%) | -18.92K Decreased by -17.01% | Feb 28, 26 |
| 19 | Fidelity® Small Cap Index | 110.84K (1.03%) | 3.63K Increased by +3.28% | Oct 31, 23 |
| 20 | Fidelity Small Cap Index | 108.08K (1.00%) | -3.49K Decreased by -3.23% | Dec 31, 25 |