| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.11M (32.08%) | 114.83K Increased by +3.69% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 1.53M (15.75%) | 20.96K Increased by +1.37% | Dec 31, 25 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 1.15M (11.83%) | 377.20K Increased by +32.90% | Dec 31, 25 |
| 4 | State Street Corp | 956.13K (9.87%) | 7.03K Increased by +0.74% | Sep 30, 25 |
| 5 | State Street Corporation | 729.35K (7.53%) | 13.09K Increased by +1.79% | Mar 31, 24 |
| 6 | Wasatch Advisors LP | 552.42K (5.70%) | 131.85K Increased by +23.87% | Dec 31, 25 |
| 7 | Dimensional Fund Advisors, Inc. | 525.95K (5.43%) | -23.29K Decreased by -4.43% | Dec 31, 25 |
| 8 | Geode Capital Management, LLC | 513.53K (5.30%) | 13.83K Increased by +2.69% | Dec 31, 25 |
| 9 | Fuller & Thaler Asset Management Inc | 497.28K (5.13%) | 224.48K Increased by +45.14% | Dec 31, 25 |
| 10 | Capital World Investors | 477.99K (4.93%) | 122.37K Increased by +25.60% | Dec 31, 25 |
| 11 | Amvescap Plc. | 407.79K (4.21%) | 125.44K Increased by +30.76% | Sep 30, 25 |
| 12 | Pacer Advisors, INC. | 384.81K (3.97%) | 384.81K Increased by +100.00% | Dec 31, 23 |
| 13 | Bowen, Hanes & CO Inc | 364.97K (3.77%) | 57.80K Increased by +15.84% | Dec 31, 25 |
| 14 | Westwood Holdings Group Inc | 318.61K (3.29%) | -66.00K Decreased by -20.71% | Sep 30, 25 |
| 15 | Vaughan Nelson Scarbrgh & Mccullough LP | 315.35K (3.26%) | -68.08K Decreased by -21.59% | Mar 31, 26 |
| 16 | T. Rowe Price Investment Management,Inc. | 279.50K (2.89%) | -17.96K Decreased by -6.42% | Jun 30, 24 |
| 17 | FMR Inc | 260.06K (2.68%) | -16.41K Decreased by -6.31% | Mar 31, 25 |
| 18 | Northern Trust Corp | 259.38K (2.68%) | 37.53K Increased by +14.47% | Sep 30, 25 |
| 19 | Charles Schwab Investment Management Inc | 239.03K (2.47%) | 1.28K Increased by +0.54% | Dec 31, 25 |
| 20 | JPMorgan Chase & Co | 202.58K (2.09%) | 80.57K Increased by +39.77% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.26M (13.00%) | 460.00 Increased by +0.04% | Mar 31, 26 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 598.47K (6.18%) | 3.86K Increased by +0.65% | Mar 31, 26 |
| 3 | Vanguard US Total Market Shares ETF | 589.23K (6.08%) | 660.00 Increased by +0.11% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 473.12K (4.88%) | -3.85K Decreased by -0.81% | Mar 31, 26 |
| 5 | Pacer US Small Cap Cash Cows 100 ETF | 448.93K (4.63%) | 6.17K Increased by +1.37% | Jan 31, 24 |
| 6 | Virtus KAR Small-Cap Core I | 309.52K (3.20%) | 166.15K Increased by +53.68% | Dec 31, 25 |
| 7 | American Funds SMALLCAP World A | 279.98K (2.89%) | -198.00K Decreased by -70.72% | Mar 31, 26 |
| 8 | Wasatch Small Cap Value | 239.00K (2.47%) | 45.97K Increased by +19.24% | Dec 31, 25 |
| 9 | FullerThaler Beh Small-Cap Equity SMA | 236.32K (2.44%) | -23.29K Decreased by -9.86% | Dec 31, 25 |
| 10 | FullerThaler Behavioral Sm-Cp Eq R6 | 236.32K (2.44%) | -23.29K Decreased by -9.86% | Dec 31, 25 |
| 11 | FullerThaler Behavioral Small-Cap Equity | 236.32K (2.44%) | -23.29K Decreased by -9.86% | Dec 31, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 233.44K (2.41%) | 5.67K Increased by +2.43% | Mar 31, 26 |
| 13 | State Street® SPDR® S&P® Dividend ETF | 190.41K (1.97%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 14 | Fidelity Small Cap Index | 189.07K (1.95%) | -2.43K Decreased by -1.29% | Jan 31, 26 |
| 15 | State Street SPDR Port S&P 600 Sm CpETF | 189.02K (1.95%) | -99.00 Decreased by -0.05% | Mar 31, 26 |
| 16 | Fidelity® Small Cap Index | 187.10K (1.93%) | 5.13K Increased by +2.74% | Oct 31, 23 |
| 17 | SPDR® S&P Dividend ETF | 186.28K (1.92%) | -320.00 Decreased by -0.17% | Aug 29, 25 |
| 18 | T. Rowe Price U.S. SC Value Eq Tr-Z | 182.64K (1.89%) | -67.80K Decreased by -37.12% | Sep 30, 23 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 169.50K (1.75%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 167.82K (1.73%) | 1.98K Increased by +1.18% | Aug 29, 25 |