| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.02M (17.58%) | -9.87K Decreased by -0.49% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 1.41M (12.24%) | -13.15K Decreased by -0.93% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 678.32K (5.90%) | 25.21K Increased by +3.72% | Dec 31, 25 |
| 4 | Conifer Management, LLC | 568.42K (4.94%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 5 | State Street Corporation | 552.20K (4.80%) | 10.40K Increased by +1.88% | Mar 31, 24 |
| 6 | State Street Corp | 497.69K (4.33%) | -7.10K Decreased by -1.43% | Sep 30, 25 |
| 7 | FMR Inc | 393.01K (3.42%) | -93.38K Decreased by -23.76% | Dec 31, 25 |
| 8 | Manufacturers Life Insurance Co | 370.67K (3.22%) | -36.24K Decreased by -9.78% | Dec 31, 25 |
| 9 | JPMorgan Chase & Co | 369.46K (3.21%) | 218.27K Increased by +59.08% | Sep 30, 25 |
| 10 | Geode Capital Management, LLC | 298.05K (2.59%) | -5.95K Decreased by -2.00% | Dec 31, 25 |
| 11 | Morgan Stanley - Brokerage Accounts | 264.25K (2.30%) | -80.45K Decreased by -30.45% | Sep 30, 25 |
| 12 | Lakewood Capital Management, LP | 253.73K (2.21%) | -24.00K Decreased by -9.46% | Sep 30, 24 |
| 13 | NORGES BANK | 249.49K (2.17%) | 87.92K Increased by +35.24% | Dec 31, 25 |
| 14 | Victory Capital Management Inc. | 226.98K (1.97%) | 63.00 Increased by +0.03% | Dec 31, 25 |
| 15 | Millennium Management LLC | 218.12K (1.90%) | 55.40K Increased by +25.40% | Mar 31, 24 |
| 16 | Park West Asset Management LLC | 198.50K (1.73%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | T. Rowe Price Investment Management,Inc. | 198.03K (1.72%) | -7.38K Decreased by -3.73% | Dec 31, 24 |
| 18 | Nuveen, LLC | 195.05K (1.70%) | 195.05K Increased by +100.00% | Mar 31, 25 |
| 19 | Arrowstreet Capital Limited Partnership | 192.09K (1.67%) | -49.16K Decreased by -25.59% | Dec 31, 23 |
| 20 | LSV Asset Management | 186.36K (1.62%) | -51.00K Decreased by -27.37% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 708.65K (6.16%) | 255.00 Increased by +0.04% | Mar 31, 26 |
| 2 | Vanguard US Total Market Shares ETF | 407.69K (3.54%) | 352.00 Increased by +0.09% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 360.70K (3.14%) | -37.37K Decreased by -10.36% | Mar 31, 26 |
| 4 | iShares Russell 2000 ETF | 285.80K (2.49%) | -2.35K Decreased by -0.82% | Mar 31, 26 |
| 5 | Vanguard Small Cap Index | 261.71K (2.28%) | -25.29K Decreased by -9.66% | Mar 31, 26 |
| 6 | SPDR® Portfolio Emerging Markets ETF | 219.47K (1.91%) | 0.00 Increased by 0.00% | Jun 3, 25 |
| 7 | State Street® SPDR® Portfolio EM ETF | 219.47K (1.91%) | 0.00 Increased by 0.00% | Jun 3, 25 |
| 8 | Vanguard Small Cap Value Index Inv | 166.45K (1.45%) | -17.77K Decreased by -10.68% | Mar 31, 26 |
| 9 | DFA US Small Cap Value I | 166.22K (1.45%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 10 | Victory Small Cap Value CIT (Net 75) | 155.00K (1.35%) | 150.88K Increased by +97.34% | Dec 31, 25 |
| 11 | Victory Sycamore Small Company Opp R | 155.00K (1.35%) | -2.50K Decreased by -1.61% | Dec 31, 25 |
| 12 | Delaware Small Cap Value A | 140.91K (1.23%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | Fidelity® Small Cap Index | 134.47K (1.17%) | 3.91K Increased by +2.91% | Oct 31, 23 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 131.85K (1.15%) | -2.87K Decreased by -2.18% | Mar 31, 26 |
| 15 | T. Rowe Price Integrated US SmCapGrEq | 128.31K (1.12%) | 64.16K Increased by +50.00% | Dec 31, 24 |
| 16 | iShares S&P Small-Cap 600 Growth ETF | 128.14K (1.11%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 17 | JHVIT Fundamental All Cap Core I | 127.56K (1.11%) | -2.00K Decreased by -1.57% | Feb 28, 26 |
| 18 | Hennessy Cornerstone Mid Cap 30 Inv | 124.00K (1.08%) | 15.50K Increased by +12.50% | Sep 30, 24 |
| 19 | Fidelity Small Cap Index | 119.16K (1.04%) | -1.44K Decreased by -1.21% | Jan 31, 26 |
| 20 | iShares Russell 2000 Value ETF | 118.17K (1.03%) | 0.00 Increased by 0.00% | May 31, 25 |