| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.56M (14.80%) | 34.00K Increased by +0.95% | Dec 31, 25 |
| 2 | Neuberger Berman Group LLC | 2.17M (9.00%) | 382.56K Increased by +17.67% | Mar 31, 26 |
| 3 | Vanguard Group Inc | 1.89M (7.85%) | 19.97K Increased by +1.06% | Dec 31, 25 |
| 4 | State Street Corp | 1.27M (5.30%) | -52.50K Decreased by -4.12% | Dec 31, 25 |
| 5 | State Street Corporation | 1.21M (5.02%) | -11.81K Decreased by -0.98% | Mar 31, 24 |
| 6 | Charles Schwab Investment Management Inc | 1.05M (4.36%) | 15.61K Increased by +1.49% | Dec 31, 25 |
| 7 | Victory Capital Management Inc. | 755.79K (3.14%) | -160.76K Decreased by -21.27% | Sep 30, 25 |
| 8 | Silvercrest Asset Management Group LLC | 724.94K (3.01%) | -135.33K Decreased by -18.67% | Dec 31, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 672.17K (2.79%) | -34.05K Decreased by -5.07% | Mar 31, 26 |
| 10 | Geode Capital Management, LLC | 617.75K (2.57%) | -1.68K Decreased by -0.27% | Dec 31, 25 |
| 11 | Copeland Capital Management, LLC | 606.36K (2.52%) | -9.32K Decreased by -1.54% | Mar 31, 26 |
| 12 | Neumeier Investment Counsel LLC | 482.24K (2.00%) | -11.22K Decreased by -2.33% | Dec 31, 25 |
| 13 | NFJ Investment Group, LLC | 453.23K (1.88%) | 3.99K Increased by +0.88% | Mar 31, 26 |
| 14 | First Trust Advisors L.P. | 383.52K (1.59%) | 307.37K Increased by +80.14% | Jun 30, 25 |
| 15 | Millennium Management LLC | 343.34K (1.43%) | 144.02K Increased by +41.95% | Jun 30, 25 |
| 16 | Fuller & Thaler Asset Management Inc | 328.08K (1.36%) | -326.64K Decreased by -99.56% | Mar 31, 26 |
| 17 | Northern Trust Corp | 318.93K (1.33%) | -11.07K Decreased by -3.47% | Mar 31, 26 |
| 18 | Bank of America Corp | 306.83K (1.28%) | -14.21K Decreased by -4.63% | Dec 31, 25 |
| 19 | BTIM Corp | 303.94K (1.26%) | -40.38K Decreased by -13.28% | Mar 31, 26 |
| 20 | Ameriprise Financial Inc | 297.79K (1.24%) | 21.86K Increased by +7.34% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.54M (6.39%) | 369.00 Increased by +0.02% | Apr 30, 26 |
| 2 | Neuberger Genesis Inv | 1.30M (5.39%) | 203.65K Increased by +15.72% | Mar 31, 26 |
| 3 | Victory Small Cap Value CIT (Net 75) | 1.00M (4.18%) | -76.00K Decreased by -7.56% | Dec 31, 24 |
| 4 | Neuberger Berman Genesis Inv | 963.77K (4.01%) | 155.78K Increased by +16.16% | Jun 30, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 790.17K (3.28%) | 9.77K Increased by +1.24% | Mar 31, 26 |
| 6 | Vanguard US Total Market Shares ETF | 755.48K (3.14%) | 963.00 Increased by +0.13% | Sep 30, 24 |
| 7 | Victory Sycamore Small Company Opp R | 674.00K (2.80%) | -132.00K Decreased by -19.58% | Jun 30, 25 |
| 8 | Schwab US Dividend Equity ETF™ | 581.75K (2.42%) | 490.00 Increased by +0.08% | Apr 30, 26 |
| 9 | iShares Russell 2000 ETF | 578.26K (2.40%) | 4.89K Increased by +0.85% | Apr 30, 26 |
| 10 | Neumeier Poma Small Cap Value | 419.43K (1.74%) | -4.08K Decreased by -0.97% | Mar 31, 26 |
| 11 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 328.31K (1.36%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Fuller & Thaler Behavioral Small-Cap Eq | 328.31K (1.36%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | First Trust RBA Amer Indl RenaisTM ETF | 322.95K (1.34%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | FullerThaler Beh Small-Cap Equity SMA | 312.91K (1.30%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | FullerThaler Behavioral Sm-Cp Eq R6 | 312.91K (1.30%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 16 | FullerThaler Behavioral Small-Cap Equity | 312.91K (1.30%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 282.51K (1.17%) | 2.95K Increased by +1.05% | Mar 31, 26 |
| 18 | Fidelity Small Cap Index | 246.93K (1.03%) | 3.11K Increased by +1.26% | Feb 28, 26 |
| 19 | Fidelity® Small Cap Index | 240.76K (1.00%) | 7.18K Increased by +2.98% | Oct 31, 23 |
| 20 | State Street® SPDR® S&PRgnllBkgETF | 237.14K (0.99%) | -2.19K Decreased by -0.92% | Apr 30, 26 |