| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.53M (15.13%) | -158.73K Decreased by -4.50% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 2.67M (11.44%) | -6.61K Decreased by -0.25% | Dec 31, 25 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 2.00M (8.55%) | -176.05K Decreased by -8.82% | Dec 31, 25 |
| 4 | FMR Inc | 1.45M (6.22%) | 309.93K Increased by +21.34% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.39M (5.96%) | 11.73K Increased by +0.84% | Dec 31, 25 |
| 6 | JPMorgan Chase & Co | 1.11M (4.77%) | 449.48K Increased by +40.41% | Sep 30, 25 |
| 7 | State Street Corporation | 950.93K (4.07%) | 11.66K Increased by +1.23% | Mar 31, 24 |
| 8 | State Street Corp | 936.97K (4.01%) | -26.13K Decreased by -2.79% | Sep 30, 25 |
| 9 | American Century Companies Inc | 880.64K (3.77%) | 10.19K Increased by +1.16% | Dec 31, 25 |
| 10 | Victory Capital Management Inc. | 660.34K (2.83%) | -35.17K Decreased by -5.33% | Jun 30, 25 |
| 11 | Royce & Associates, LP | 653.06K (2.80%) | -18.95K Decreased by -2.90% | Dec 31, 25 |
| 12 | Wells Fargo & Co | 649.29K (2.78%) | -31.31K Decreased by -4.82% | Sep 30, 25 |
| 13 | Millennium Management LLC | 635.54K (2.72%) | 526.38K Increased by +82.82% | Mar 31, 25 |
| 14 | Frontier Capital Management CO Inc | 595.84K (2.55%) | -43.60K Decreased by -7.32% | Dec 31, 25 |
| 15 | Geode Capital Management, LLC | 568.89K (2.44%) | -13.91K Decreased by -2.44% | Dec 31, 25 |
| 16 | Fiduciary Management, Inc. of Milwaukee | 498.86K (2.14%) | 3.34K Increased by +0.67% | Sep 30, 23 |
| 17 | Principal Financial Group Inc | 480.74K (2.06%) | -49.35K Decreased by -10.26% | Sep 30, 25 |
| 18 | BMO Capital Markets Corp. | 458.48K (1.96%) | 22.63K Increased by +4.94% | Sep 30, 25 |
| 19 | Bank of Montreal | 458.48K (1.96%) | 22.63K Increased by +4.94% | Sep 30, 25 |
| 20 | Morgan Stanley - Brokerage Accounts | 455.25K (1.95%) | 17.73K Increased by +3.89% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.45M (6.23%) | 535.00 Increased by +0.04% | Mar 31, 26 |
| 2 | NT Ext Eq Mkt Indx Fd DC Lending Tier 5 | 1.37M (5.88%) | 1.37M Increased by +99.93% | Jun 30, 24 |
| 3 | Fidelity® Low-Priced Stock | 1.16M (4.95%) | 612.37K Increased by +52.96% | Oct 31, 23 |
| 4 | Vanguard US Total Market Shares ETF | 768.38K (3.29%) | 792.00 Increased by +0.10% | Sep 30, 24 |
| 5 | Avantis US Small Cap Value ETF | 750.63K (3.22%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 733.88K (3.14%) | 4.16K Increased by +0.57% | Mar 31, 26 |
| 7 | iShares Russell 2000 ETF | 574.37K (2.46%) | -4.70K Decreased by -0.82% | Mar 31, 26 |
| 8 | Strategic Advisers Fidelity US TtlStk | 573.93K (2.46%) | 221.44K Increased by +38.58% | Feb 28, 26 |
| 9 | Vanguard Small Cap Index | 531.43K (2.28%) | 9.90K Increased by +1.86% | Mar 31, 26 |
| 10 | Fidelity Low-Priced Stock | 455.50K (1.95%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 11 | Victory Sycamore Small Company Opp R | 405.00K (1.74%) | -10.00K Decreased by -2.47% | Jun 30, 25 |
| 12 | Franklin Small Cap Value SMA Composite | 377.98K (1.62%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Victory Small Cap Value CIT (Net 75) | 370.00K (1.59%) | -15.00K Decreased by -4.05% | Sep 30, 24 |
| 14 | JPM Small Cap Equity-MA | 342.66K (1.47%) | 338.69K Increased by +98.84% | Jun 30, 24 |
| 15 | JPM US Small Cap Core-Composite | 342.66K (1.47%) | 4.26K Increased by +1.24% | Jun 30, 24 |
| 16 | Vanguard Small Cap Value Index Inv | 337.79K (1.45%) | 2.50K Increased by +0.74% | Mar 31, 26 |
| 17 | Vanguard Small Cap Growth Index Inv | 337.40K (1.45%) | -3.22K Decreased by -0.96% | Aug 31, 24 |
| 18 | Virtus KAR Small-Cap Core I | 312.02K (1.34%) | -52.00K Decreased by -16.67% | Dec 31, 25 |
| 19 | T. Rowe Price Small-Cap Value | 294.11K (1.26%) | -36.93K Decreased by -12.56% | Jun 30, 24 |
| 20 | DFA US Small Cap Value I | 288.08K (1.23%) | 0.00 Increased by 0.00% | Feb 28, 26 |