| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.92M (17.93%) | -75.50K Decreased by -3.93% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 1.41M (13.13%) | -13.15K Decreased by -0.93% | Dec 31, 25 |
| 3 | Conifer Management, LLC | 755.03K (7.05%) | 186.61K Increased by +24.72% | Mar 31, 26 |
| 4 | Vanguard Portfolio Management, LLC | 700.37K (6.54%) | 700.37K Increased by +100.00% | Mar 31, 26 |
| 5 | Dimensional Fund Advisors, Inc. | 688.42K (6.42%) | 10.10K Increased by +1.47% | Mar 31, 26 |
| 6 | State Street Corporation | 552.20K (5.15%) | 10.40K Increased by +1.88% | Mar 31, 24 |
| 7 | Vanguard Capital Management, LLC | 513.00K (4.79%) | 513.00K Increased by +100.00% | Mar 31, 26 |
| 8 | State Street Corp | 486.98K (4.54%) | -18.13K Decreased by -3.72% | Mar 31, 26 |
| 9 | FMR Inc | 412.85K (3.85%) | 19.85K Increased by +4.81% | Mar 31, 26 |
| 10 | JPMorgan Chase & Co | 369.46K (3.45%) | 218.27K Increased by +59.08% | Sep 30, 25 |
| 11 | Manufacturers Life Insurance Co | 337.02K (3.14%) | -33.65K Decreased by -9.98% | Mar 31, 26 |
| 12 | Millennium Management LLC | 308.93K (2.88%) | 251.82K Increased by +81.52% | Mar 31, 26 |
| 13 | Geode Capital Management, LLC | 294.61K (2.75%) | -3.44K Decreased by -1.17% | Mar 31, 26 |
| 14 | Massachusetts Financial Services Company | 271.17K (2.53%) | 100.34K Increased by +37.00% | Mar 31, 26 |
| 15 | NORGES BANK | 249.49K (2.33%) | 87.92K Increased by +35.24% | Dec 31, 25 |
| 16 | Victory Capital Management Inc. | 226.98K (2.12%) | 63.00 Increased by +0.03% | Dec 31, 25 |
| 17 | Lakewood Capital Management, LP | 213.08K (1.99%) | 101.80K Increased by +47.78% | Mar 31, 26 |
| 18 | Delaware Management Holdings Inc | 199.83K (1.86%) | -4.09K Decreased by -2.05% | Mar 31, 26 |
| 19 | Park West Asset Management LLC | 198.50K (1.85%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 20 | T. Rowe Price Investment Management,Inc. | 198.03K (1.85%) | -7.38K Decreased by -3.73% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 716.31K (6.68%) | 255.00 Increased by +0.04% | May 29, 26 |
| 2 | Vanguard US Total Market Shares ETF | 407.69K (3.80%) | 352.00 Increased by +0.09% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 361.73K (3.38%) | 1.03K Increased by +0.28% | Apr 30, 26 |
| 4 | iShares Russell 2000 ETF | 280.15K (2.61%) | 2.60K Increased by +0.93% | May 29, 26 |
| 5 | Vanguard Small Cap Index | 260.78K (2.43%) | -932.00 Decreased by -0.36% | Apr 30, 26 |
| 6 | SPDR® Portfolio Emerging Markets ETF | 219.47K (2.05%) | 0.00 Increased by 0.00% | Jun 3, 25 |
| 7 | State Street® SPDR® Portfolio EM ETF | 219.47K (2.05%) | 0.00 Increased by 0.00% | Jun 3, 25 |
| 8 | Vanguard Small Cap Value Index Inv | 167.78K (1.57%) | 1.33K Increased by +0.79% | Apr 30, 26 |
| 9 | DFA US Small Cap Value I | 166.22K (1.55%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 10 | MFS Mid Cap Value A | 163.23K (1.52%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 11 | MFS Mid Cap Value Equity | 163.23K (1.52%) | 74.63K Increased by +45.72% | Mar 31, 26 |
| 12 | Victory Small Cap Value CIT (Net 75) | 155.00K (1.45%) | 150.88K Increased by +97.34% | Dec 31, 25 |
| 13 | Victory Sycamore Small Company Opp R | 155.00K (1.45%) | -2.50K Decreased by -1.61% | Dec 31, 25 |
| 14 | Delaware Small Cap Value A | 140.91K (1.31%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 15 | Fidelity® Small Cap Index | 134.47K (1.25%) | 3.91K Increased by +2.91% | Oct 31, 23 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 133.13K (1.24%) | 1.28K Increased by +0.96% | Apr 30, 26 |
| 17 | T. Rowe Price Integrated US SmCapGrEq | 128.31K (1.20%) | 64.16K Increased by +50.00% | Dec 31, 24 |
| 18 | iShares S&P Small-Cap 600 Growth ETF | 128.14K (1.20%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 19 | JHVIT Fundamental All Cap Core I | 125.98K (1.18%) | -1.57K Decreased by -1.25% | Mar 31, 26 |
| 20 | Hennessy Cornerstone Mid Cap 30 Inv | 124.00K (1.16%) | 15.50K Increased by +12.50% | Sep 30, 24 |