| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Ariel Investments, LLC | 5.12M (10.47%) | -405.84K Decreased by -7.93% | Dec 31, 25 |
| 2 | BlackRock Inc | 3.20M (6.55%) | 215.00K Increased by +6.71% | Sep 30, 25 |
| 3 | Vanguard Group Inc | 2.36M (4.82%) | 22.92K Increased by +0.97% | Dec 31, 25 |
| 4 | Anchor Capital Management LLC | 1.91M (3.91%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 5 | Principal Financial Group Inc | 1.36M (2.78%) | -38.56K Decreased by -2.83% | Sep 30, 25 |
| 6 | Royce & Associates, LP | 1.09M (2.23%) | -29.07K Decreased by -2.66% | Dec 31, 25 |
| 7 | Black Diamond Financial, LLC | 1.07M (2.19%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 8 | Penn Capital Management Company LLC | 947.89K (1.94%) | -21.65K Decreased by -2.28% | Dec 31, 25 |
| 9 | FMR Inc | 936.33K (1.92%) | -2.26M Decreased by -241.71% | Sep 30, 23 |
| 10 | Pinnacle Associates Inc | 909.50K (1.86%) | -53.05K Decreased by -5.83% | Dec 31, 25 |
| 11 | Geode Capital Management, LLC | 908.80K (1.86%) | 5.55K Increased by +0.61% | Dec 31, 25 |
| 12 | Arrowstreet Capital Limited Partnership | 879.55K (1.80%) | 128.78K Increased by +14.64% | Dec 31, 25 |
| 13 | Silvercrest Asset Management Group LLC | 865.12K (1.77%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 14 | Bank of New York Mellon Corp | 848.49K (1.74%) | 754.67K Increased by +88.94% | Sep 30, 25 |
| 15 | Millennium Management LLC | 834.16K (1.71%) | 446.29K Increased by +53.50% | Sep 30, 25 |
| 16 | State Street Corp | 833.23K (1.70%) | 12.20K Increased by +1.46% | Sep 30, 25 |
| 17 | Franklin Resources Inc | 822.12K (1.68%) | 3.16K Increased by +0.38% | Sep 30, 25 |
| 18 | State Street Corporation | 775.04K (1.59%) | 22.01K Increased by +2.84% | Mar 31, 24 |
| 19 | JPMorgan Chase & Co | 738.67K (1.51%) | 427.31K Increased by +57.85% | Sep 30, 25 |
| 20 | Portolan Capital Management, LLC | 689.25K (1.41%) | 144.97K Increased by +21.03% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.56M (3.19%) | 341.30K Increased by +21.87% | Mar 31, 26 |
| 2 | Vanguard US Total Market Shares ETF | 1.18M (2.41%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Aperture Discover Equity Instl | 1.05M (2.14%) | -58.10K Decreased by -5.55% | Jun 30, 23 |
| 4 | iShares Russell 2000 ETF | 935.64K (1.91%) | -7.66K Decreased by -0.82% | Mar 31, 26 |
| 5 | Fidelity Small Cap Growth | 735.93K (1.51%) | 735.93K Increased by +100.00% | Jan 31, 26 |
| 6 | Templeton Global Smaller Comp A | 680.43K (1.39%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 7 | Templeton Global Smaller Comp Fund A | 680.43K (1.39%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | Principal U.S. Small Cap Equity | 655.00K (1.34%) | 41.50K Increased by +6.34% | Dec 31, 25 |
| 9 | Principal U.S. Small Cap Select Equity | 655.00K (1.34%) | 627.30K Increased by +95.77% | Dec 31, 25 |
| 10 | Principal SmallCap R5 | 649.70K (1.33%) | -54.50K Decreased by -8.39% | Feb 28, 26 |
| 11 | Calamos Timpani Small Cap Growth I | 585.64K (1.20%) | 90.20K Increased by +15.40% | Feb 28, 26 |
| 12 | Penn Capital Small Cap Equity | 546.40K (1.12%) | 43.01K Increased by +7.87% | Mar 31, 26 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 495.53K (1.01%) | 76.20K Increased by +15.38% | Mar 31, 26 |
| 14 | Royce Micro-Cap Trust Inc | 493.43K (1.01%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Royce Micro Cap Trust | 476.13K (0.97%) | -17.30K Decreased by -3.63% | Jun 30, 25 |
| 16 | Strategic Advisers U.S. Total Stock | 454.98K (0.93%) | -120.24K Decreased by -26.43% | Mar 31, 25 |
| 17 | BlackRock Global Equity Mkt Netrl Instl | 437.16K (0.89%) | -907.00 Decreased by -0.21% | Feb 28, 26 |
| 18 | Royce Micro-Cap Trust | 430.72K (0.88%) | -3.13K Decreased by -0.73% | Mar 31, 26 |
| 19 | Heptagon Driehaus US Micro Cap Eq C$ Acc | 425.21K (0.87%) | 90.93K Increased by +21.38% | Feb 28, 26 |
| 20 | Fidelity® Small Cap Growth | 399.43K (0.82%) | -355.65K Decreased by -89.04% | Oct 31, 23 |