| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.35M (15.47%) | -50.20K Decreased by -1.50% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 1.81M (8.37%) | 54.05K Increased by +2.98% | Dec 31, 25 |
| 3 | Renaissance Technologies Corp | 1.57M (7.23%) | -83.22K Decreased by -5.31% | Dec 31, 25 |
| 4 | BB&T Corp. | 1.45M (6.69%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 5 | Ameriprise Financial Inc | 1.28M (5.93%) | 2.90K Increased by +0.23% | Sep 30, 25 |
| 6 | Dimensional Fund Advisors, Inc. | 915.60K (4.23%) | -3.79K Decreased by -0.41% | Dec 31, 25 |
| 7 | Punch & Associates Inv Mgmt Inc | 910.25K (4.20%) | 503.00 Increased by +0.06% | Dec 31, 25 |
| 8 | Wellington Management Company LLP | 881.93K (4.07%) | -2.07K Decreased by -0.23% | Dec 31, 25 |
| 9 | State Street Corporation | 862.21K (3.98%) | 26.18K Increased by +3.04% | Mar 31, 24 |
| 10 | State Street Corp | 858.55K (3.96%) | 20.21K Increased by +2.35% | Sep 30, 25 |
| 11 | Acadian Asset Management LLC | 775.39K (3.58%) | 711.84K Increased by +91.80% | Sep 30, 25 |
| 12 | Silvercrest Asset Management Group LLC | 719.98K (3.32%) | -58.92K Decreased by -8.18% | Dec 31, 25 |
| 13 | Staley Capital Advisers Inc | 719.65K (3.32%) | -274.52K Decreased by -38.15% | Dec 31, 25 |
| 14 | Aristotle Capital Boston, LLC | 640.91K (2.96%) | -61.90K Decreased by -9.66% | Dec 31, 25 |
| 15 | Portolan Capital Management, LLC | 626.36K (2.89%) | 626.36K Increased by +100.00% | Mar 31, 25 |
| 16 | Rice Hall James & Associates, LLC | 586.01K (2.71%) | 120.85K Increased by +20.62% | Dec 31, 25 |
| 17 | Pacer Advisors, INC. | 577.65K (2.67%) | -303.58K Decreased by -52.56% | Dec 31, 24 |
| 18 | Select Equity Group LP | 567.43K (2.62%) | -83.55K Decreased by -14.72% | Dec 31, 25 |
| 19 | Geode Capital Management, LLC | 564.79K (2.61%) | 505.00 Increased by +0.09% | Dec 31, 25 |
| 20 | Amvescap Plc. | 405.49K (1.87%) | 287.30K Increased by +70.85% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.41M (6.53%) | 615.00 Increased by +0.04% | Mar 31, 26 |
| 2 | CT (Lux) American Smaller Com 9U USD | 816.27K (3.77%) | 49.70K Increased by +6.09% | Feb 28, 26 |
| 3 | Vanguard US Total Market Shares ETF | 796.28K (3.68%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 625.70K (2.89%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 5 | iShares Russell 2000 ETF | 558.86K (2.58%) | -4.56K Decreased by -0.82% | Mar 31, 26 |
| 6 | Pacer US Small Cap Cash Cows 100 ETF | 498.47K (2.30%) | -3.61K Decreased by -0.72% | Feb 28, 25 |
| 7 | CT American Smaller Coms(US) InstAccGBP | 443.76K (2.05%) | 6.29K Increased by +1.42% | Feb 28, 26 |
| 8 | Strategic Advisers U.S. Total Stock | 303.10K (1.40%) | 25.75K Increased by +8.49% | Mar 31, 25 |
| 9 | DFA US Small Cap I | 297.14K (1.37%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 260.48K (1.20%) | 937.00 Increased by +0.36% | Feb 28, 26 |
| 11 | Fidelity® Small Cap Index | 225.16K (1.04%) | 6.19K Increased by +2.75% | Oct 31, 23 |
| 12 | Fidelity Small Cap Index | 224.92K (1.04%) | -2.77K Decreased by -1.23% | Jan 31, 26 |
| 13 | State Street SPDR Port S&P 600 Sm CpETF | 216.16K (1.00%) | -111.00 Decreased by -0.05% | Mar 31, 26 |
| 14 | Granahan US Focused Growth A USD Acc | 214.21K (0.99%) | -38.56K Decreased by -18.00% | Nov 30, 23 |
| 15 | Roumell Opportunistic Value Instl | 208.37K (0.96%) | -25.20K Decreased by -12.09% | Sep 30, 24 |
| 16 | iShares S&P Small-Cap 600 Growth ETF | 202.57K (0.94%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 17 | Franklin DynaTech A | 200.00K (0.92%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 18 | Franklin DynaTech Fund A | 200.00K (0.92%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | Franklin Innovation Composite | 200.00K (0.92%) | 200.00K Increased by +100.00% | Mar 31, 25 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 199.83K (0.92%) | 2.44K Increased by +1.22% | Aug 29, 25 |