| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 291.90K (5.29%) | -1.11K Decreased by -0.38% | Dec 31, 25 |
| 2 | BlackRock Inc | 253.78K (4.60%) | -3.66K Decreased by -1.44% | Sep 30, 25 |
| 3 | Bandera Partners LLC | 236.85K (4.29%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 4 | Geode Capital Management, LLC | 138.13K (2.50%) | -1.01K Decreased by -0.73% | Sep 30, 25 |
| 5 | Bank of New York Mellon Corp | 108.05K (1.96%) | -4.45K Decreased by -4.12% | Sep 30, 25 |
| 6 | NewEdge Investment Solutions | 95.04K (1.72%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 7 | NewEdge Wealth, LLC | 95.04K (1.72%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | State Street Corp | 75.42K (1.37%) | -1.94K Decreased by -2.58% | Sep 30, 25 |
| 9 | State Street Corporation | 73.28K (1.33%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 10 | Summit Trail Advisors, LLC | 62.65K (1.14%) | 6.00 Increased by +0.01% | Sep 30, 25 |
| 11 | U.S. Bancorp | 54.83K (0.99%) | -29.18K Decreased by -53.21% | Sep 30, 25 |
| 12 | The Goldman Sachs Group Inc | 51.33K (0.93%) | 51.33K Increased by +100.00% | Sep 30, 25 |
| 13 | Northern Trust Corp | 50.51K (0.92%) | -961.00 Decreased by -1.90% | Sep 30, 25 |
| 14 | Creative Planning Inc | 29.85K (0.54%) | 45.00 Increased by +0.15% | Sep 30, 25 |
| 15 | RBF LLC | 29.43K (0.53%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 16 | Dimensional Fund Advisors, Inc. | 26.57K (0.48%) | -2.44K Decreased by -9.18% | Dec 31, 25 |
| 17 | Ancora Advisors LLC | 26.37K (0.48%) | -250.00 Decreased by -0.95% | Sep 30, 25 |
| 18 | Acadian Asset Management LLC | 26.30K (0.48%) | 26.30K Increased by +100.00% | Jun 30, 25 |
| 19 | RMR Capital Management, LLC | 24.61K (0.45%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 20 | Citadel Advisors Llc | 17.58K (0.32%) | -1.67K Decreased by -9.47% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 168.70K (3.06%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 165.09K (2.99%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 3 | iShares Russell 2000 ETF | 103.68K (1.88%) | 103.68K Increased by +100.00% | Feb 25, 26 |
| 4 | WisdomTree US SmallCap Dividend ETF | 80.82K (1.46%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 5 | Fidelity Small Cap Index | 58.68K (1.06%) | -70.00 Decreased by -0.12% | Nov 30, 25 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 54.92K (1.00%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 7 | Fidelity® Small Cap Index | 51.32K (0.93%) | 1.40K Increased by +2.72% | Oct 31, 23 |
| 8 | iShares Russell 2000 Growth ETF | 44.81K (0.81%) | 0.00 Increased by 0.00% | May 31, 25 |
| 9 | iShares Russell 2000 Value ETF | 41.85K (0.76%) | 41.85K Increased by +100.00% | Feb 25, 26 |
| 10 | Fidelity Extended Market Index | 30.35K (0.55%) | 759.00 Increased by +2.50% | Dec 31, 25 |
| 11 | Fidelity® Extended Market Index | 29.48K (0.53%) | 1.12K Increased by +3.80% | Nov 30, 23 |
| 12 | Vanguard Russell 2000 ETF | 26.26K (0.48%) | -1.20K Decreased by -4.55% | Jan 31, 26 |
| 13 | Ancora/Thelen Small Cap Core | 25.96K (0.47%) | -410.00 Decreased by -1.58% | Dec 31, 25 |
| 14 | State St Russell Sm/Mid Cp® Indx SL Cl I | 24.11K (0.44%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 15 | SSgA Russell Small Cap Completeness Idx | 22.95K (0.42%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 16 | State St Russell Sm/Mid Cp® Indx NL Cl C | 22.95K (0.42%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 17 | iShares Micro-Cap ETF | 14.90K (0.27%) | 3.21K Increased by +21.51% | Feb 25, 26 |
| 18 | State St Russell Sm Cap® Indx SL Cl I | 13.80K (0.25%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 19 | Schwab Small Cap Index | 13.64K (0.25%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 20 | WisdomTree US SmallCap Qual Div Gr ETF | 12.82K (0.23%) | 0.00 Increased by 0.00% | Aug 29, 25 |