| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 2.21M (10.65%) | -10.79K Decreased by -0.49% | Dec 31, 25 |
| 2 | BlackRock Inc | 1.51M (7.28%) | 18.43K Increased by +1.22% | Dec 31, 25 |
| 3 | Dimensional Fund Advisors, Inc. | 1.28M (6.15%) | -37.57K Decreased by -2.94% | Mar 31, 26 |
| 4 | Mechanics Financial Corp | 1.01M (4.85%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 5 | Victory Capital Management Inc. | 830.48K (4.00%) | 564.00K Increased by +67.91% | Dec 31, 25 |
| 6 | Gabelli Funds LLC | 773.50K (3.72%) | -700.00 Decreased by -0.09% | Dec 31, 25 |
| 7 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 772.59K (3.72%) | 18.73K Increased by +2.42% | Dec 31, 25 |
| 8 | Amundi | 657.52K (3.17%) | -228.65K Decreased by -34.77% | Mar 31, 24 |
| 9 | Gamco Investors, Inc. Et Al | 599.52K (2.89%) | 2.97K Increased by +0.50% | Dec 31, 25 |
| 10 | State Street Corporation | 528.86K (2.55%) | -1.97K Decreased by -0.37% | Mar 31, 24 |
| 11 | State Street Corp | 517.39K (2.49%) | -658.00 Decreased by -0.13% | Dec 31, 25 |
| 12 | Geode Capital Management, LLC | 487.14K (2.35%) | 161.00 Increased by +0.03% | Dec 31, 25 |
| 13 | Mirae Asset Global Investments (Korea) Co Ltd | 459.41K (2.21%) | -80.84K Decreased by -17.60% | Mar 31, 24 |
| 14 | King Luther Capital Management Corp | 395.10K (1.90%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | Kbc Group NV | 341.27K (1.64%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 16 | Legal & General Group PLC | 340.62K (1.64%) | 104.16K Increased by +30.58% | Mar 31, 26 |
| 17 | Medina Singh Partners, LLC | 329.83K (1.59%) | 329.83K Increased by +100.00% | Jun 30, 24 |
| 18 | Grace & White Inc | 321.63K (1.55%) | -12.83K Decreased by -3.99% | Mar 31, 26 |
| 19 | Needham Investment Management, LLC | 260.00K (1.25%) | 60.00K Increased by +23.08% | Dec 31, 25 |
| 20 | The Goldman Sachs Group Inc | 251.65K (1.21%) | -17.33K Decreased by -6.89% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Gabelli Small Cap Growth AAA | 723.20K (3.48%) | -1.80K Decreased by -0.25% | Dec 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 678.06K (3.26%) | 1.25K Increased by +0.18% | Sep 30, 24 |
| 3 | Global X US Infrastructure Dev ETF | 676.90K (3.26%) | 2.23K Increased by +0.33% | Apr 30, 26 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 665.12K (3.20%) | -39.10K Decreased by -5.88% | Mar 31, 26 |
| 5 | Pioneer US Dividend Equity | 615.44K (2.96%) | -224.65K Decreased by -36.50% | Mar 31, 24 |
| 6 | Victory Small Cap Value CIT (Net 75) | 610.00K (2.94%) | 602.80K Increased by +98.82% | Dec 31, 25 |
| 7 | Victory Sycamore Small Company Opp R | 565.00K (2.72%) | -45.00K Decreased by -7.96% | Mar 31, 26 |
| 8 | Vanguard Small Cap Index | 485.78K (2.34%) | -21.51K Decreased by -4.43% | Mar 31, 26 |
| 9 | iShares Russell 2000 ETF | 482.12K (2.32%) | 4.04K Increased by +0.84% | Apr 30, 26 |
| 10 | 1290 VT GAMCO Small Company Value IB | 471.50K (2.27%) | -7.50K Decreased by -1.59% | Feb 28, 26 |
| 11 | First Trust Water ETF | 377.50K (1.82%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 12 | Pioneer Equity Income A | 325.13K (1.57%) | -290.30K Decreased by -89.29% | Apr 30, 24 |
| 13 | Needham Aggressive Growth Retail | 272.50K (1.31%) | 12.50K Increased by +4.59% | Mar 31, 26 |
| 14 | DFA US Targeted Value I | 260.76K (1.26%) | -11.95K Decreased by -4.58% | Mar 31, 26 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 232.50K (1.12%) | 4.91K Increased by +2.11% | Mar 31, 26 |
| 16 | DFA US Small Cap I | 232.47K (1.12%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 17 | Fidelity® Small Cap Index | 220.94K (1.06%) | 5.87K Increased by +2.66% | Oct 31, 23 |
| 18 | Fidelity Small Cap Index | 204.95K (0.99%) | 2.37K Increased by +1.16% | Feb 28, 26 |
| 19 | L&G Clean Water ETF | 201.01K (0.97%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 20 | DFA US Micro Cap I | 182.09K (0.88%) | 0.00 Increased by 0.00% | Mar 31, 26 |